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AAPL

Apple

$160.86

-0.64 (-0.40%)

07:40
09/13/17
09/13
07:40
09/13/17
07:40

Apple most unexpected feature was custom-designed GPU, says Oppenheimer

Oppenheimer analyst Andrew Uerkwitz says the leaks in recent months substantially reduced the excitement over Apple's newly announced products. The analyst notes that most of iPhone X's features were widely reported before, and the most unexpected feature was Apple's custom-designed GPU. While the company proves again that it stands on the bleeding edge of mobile processor design, smartphone AR, and image capturing, Uerkwitz believes new iPhones are unlikely to fundamentally change the current competitive dynamics of the smartphone market. He reiterates a Perform rating on the shares.

AAPL Apple
$160.86

-0.64 (-0.40%)

09/13/17
KEYB
09/13/17
NO CHANGE
KEYB
Apple new iPhone 8/X launch largely in-line with expectations, says KeyBanc
KeyBanc analyst John Vinh says that the incremental features and enhancements associated with the new Apple (AAPL) iPhones announced are largely in-line with expectations. The analyst points out that Apple announced three new phones, with key features including facial identification, removal of the home button on the iPhone X, wireless charging, and fast charging. Vihn sees the new phone launch as most positive for Broadcom (AVGO), Cypress Semiconductor (CY), Integrated Device (IDTI), and Skyworks (SWKS).
09/13/17
FBCO
09/13/17
NO CHANGE
FBCO
Apple launch mostly as expected, says Credit Suisse
Credit Suisse analyst John Pitzer notes that Apple (AAPL) has announced four product updates largely in-line with expectations, and points out that semi companies in his coverage universe with exposure to Apple include Broadcom (AVGO), Micron (MU) and Texas Instruments (TXN).
09/13/17
OPCO
09/13/17
NO CHANGE
Target $35
OPCO
Underperform
Apple iPhone X reaffirms negative outlook for Synaptics, says Oppenheimer
Oppenheimer analyst Andrew Uerkwitz says that as widely predicted, Apple (AAPL) indeed abandons the fingerprint sensor on the drastically redesigned OLED iPhone, the iPhone X. The analyst believes the redesign may cause an "existential crisis" for fingerprint-based authentication, with the iPhone X reaffirming his negative outlook for Synaptics' (SYNA) fingerprint sensor business in general. Uerkwitz expects Synaptics' exposure to the smartphone market and challenged competitive positions to pose revenue headwinds in the next 24 months. He reiterates an Underperform rating and $35 price target on Synaptics' shares.
09/13/17
STFL
09/13/17
NO CHANGE
STFL
Apple reveal positive for Cirrus Logic, Power Integrations, says Stifel
Stifel analyst Tore Svanberg doesn't believe there were many surprises from Apple's (AAPL) product reveal event, though he notes there had been a lot of speculation around the digital audio interface dongle being excluded. However, Apple's website shows it is still included "in-box" for all three iPhone models, removing near-term risk of content loss for Cirrus Logic (CRUS), he said. He also sees the event as positive for Power Integrations (POWI), which he views as the best-positioned power management IC company to capitalize on Fast Charger adoption, Svanberg tells investors. He keeps Buy ratings on Cirrus and Power Integrations.

TODAY'S FREE FLY STORIES

GNRT

Gener8 Maritime

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Euronav NV

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Gener8 Maritime

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Euronav NV

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NUS

Nu Skin

$70.84

0.85 (1.21%)

05:11
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NFLX

Netflix

$227.58

7.12 (3.23%)

05:08
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01/23
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05:08
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Netflix analyst commentary  »

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  • 30

    Jan

NTR

Nutrien

$53.07

0.07 (0.13%)

05:05
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Nutrien rating change  »

Nutrien upgraded to Buy…

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NFLX

Netflix

$227.58

7.12 (3.23%)

05:01
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  • 30

    Jan

ADBE

Adobe

$197.84

2.11 (1.08%)

05:00
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05:00
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  • 08

    May

ATUS

Altice USA

$21.90

0.6 (2.82%)

, ALLVF

Altice NV

$11.35

0.3675 (3.35%)

04:58
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Altice USA, Altice NV rating change  »

Altice USA upgraded to…

ATUS

Altice USA

$21.90

0.6 (2.82%)

ALLVF

Altice NV

$11.35

0.3675 (3.35%)

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NFLX

Netflix

$227.58

7.12 (3.23%)

04:55
01/23/18
01/23
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04:55
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Netflix analyst commentary  »

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  • 30

    Jan

ALLVF

Altice NV

$11.35

0.3675 (3.35%)

04:55
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01/23
04:55
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04:55
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Altice NV rating change  »

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04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Wolfe Research utilities analyst to hold a luncheon meeting »

Senior Utilities Analyst…

RHT

Red Hat

$128.01

2.07 (1.64%)

04:55
01/23/18
01/23
04:55
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04:55
Conference/Events
Red Hat participates in a conference call with Bernstein »

U.S. SMID-Cap Software…

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  • 23

    Jan

  • 06

    Feb

CAMP

CalAmp

$23.13

0.02 (0.09%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
CalAmp has a conference call hosted by JPMorgan »

JPMorgan Analyst Coster…

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  • 23

    Jan

AYR

Aircastle

$24.23

-0.03 (-0.12%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Aircastle management to meet with Oppenheimer »

Meetings to be held in…

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03/06/13
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  • 23

    Jan

  • 24

    Jan

CRNCY

Cairn Energy

$6.15

0.11 (1.82%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Cairn Energy management to meet with RBC Capital »

Meeting to be held in…

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  • 23

    Jan

SRE

Sempra Energy

$105.05

-0.94 (-0.89%)

04:55
01/23/18
01/23
04:55
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04:55
Conference/Events
Sempra Energy management to meet with Wolfe Research »

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  • 23

    Jan

  • 24

    Jan

TRN

Trinity Industries

$36.51

-0.15 (-0.41%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Trinity Industries management to meet with Wedbush »

Meeting with CFO Perry…

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  • 23

    Jan

EPE

EP Energy

$2.48

0.17 (7.36%)

04:55
01/23/18
01/23
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04:55
Conference/Events
EP Energy to hold a conference call »

Management discusses its…

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  • 23

    Jan

SBOW

SilverBow Resources

$31.45

-0.79 (-2.45%)

04:55
01/23/18
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04:55
Conference/Events
SilverBow Resources management to meet with Stephens »

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  • 23

    Jan

  • 24

    Jan

BNED

Barnes & Noble Education

$7.71

0.01 (0.13%)

04:55
01/23/18
01/23
04:55
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04:55
Conference/Events
Barnes & Noble Education management to meet with Sidoti »

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  • 23

    Jan

BRG

Bluerock Residential

$9.22

0.03 (0.33%)

04:55
01/23/18
01/23
04:55
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04:55
Conference/Events
Bluerock Residential management to meet with JMP Securities »

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  • 23

    Jan

FCPT

Four Corners Property Trust

$24.13

0.45 (1.90%)

04:55
01/23/18
01/23
04:55
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04:55
Conference/Events
Four Corners Property Trust management to meet with JMP Securities »

Meeting to be held in Los…

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  • 23

    Jan

SIG

Signet Jewelers

$55.87

0.8 (1.45%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Signet Jewelers management to meet with Buckingham »

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  • 23

    Jan

  • 24

    Jan

UNF

UniFirst

$171.15

0.2 (0.12%)

04:55
01/23/18
01/23
04:55
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04:55
Conference/Events
UniFirst management to meet with Northcoast »

Meeting to be held in New…

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  • 23

    Jan

PRQR

ProQR Therapeutics

$3.03

0.025 (0.83%)

04:55
01/23/18
01/23
04:55
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04:55
Conference/Events
ProQR Therapeutics to h old an investor event »

Investor Event will be…

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  • 23

    Jan

  • 19

    Feb

CQH

Cheniere Energy Partners LP

$28.50

0.28 (0.99%)

, CQP

Cheniere Energy Partners

$30.89

0.41 (1.35%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Morgan Stanley to hold a tour »

Annual Morgan Stanley…

CQH

Cheniere Energy Partners LP

$28.50

0.28 (0.99%)

CQP

Cheniere Energy Partners

$30.89

0.41 (1.35%)

ENLC

EnLink Midstream

$19.25

0.5 (2.67%)

ENLK

EnLink Midstream Partners

$18.08

0.63 (3.61%)

EPD

Enterprise Products

$29.40

0.74 (2.58%)

NBLX

Noble Midstream

$56.22

1.12 (2.03%)

PAA

Plains All American

$23.05

0.56 (2.49%)

SHLX

Shell Midstream

$30.46

0.33 (1.10%)

TRGP

Targa Resources

$51.00

0.27 (0.53%)

WES

Western Gas Partners

$53.74

1.43 (2.73%)

WGP

Western Gas Equity

$41.91

1.49 (3.69%)

03/08/13
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03/06/13
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  • 23

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  • 07

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    Feb

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