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LITE

Lumentum

$57.25

-1.25 (-2.14%)

, AAPL

Apple

$160.86

-0.64 (-0.40%)

08:28
09/13/17
09/13
08:28
09/13/17
08:28

3D Sensing applications 'front and center' at Apple launch, says Stifel

Stifel analyst Patrick Newton noted that VCSEL enabled applications were "front and center" during Apple's (AAPL) iPhone X launch event. While there was no explicit mention that there are two VCSEL arrays in the front-facing camera, he remains confident this is the case, adding that the later than expected November 3 shipment date should not materially impact Lumentum's ability to meet its target of over $200M in VCSEL orders in 2017. Newton, who continues to model 80% share for Lumentum's in the initial VCSEL ramp, keeps a Buy rating on the stock.

LITE

Lumentum

$57.25

-1.25 (-2.14%)

AAPL

Apple

$160.86

-0.64 (-0.40%)

  • 25

    Sep

  • 26

    Sep

LITE Lumentum
$57.25

-1.25 (-2.14%)

09/13/17
PIPR
09/13/17
NO CHANGE
Target $68
PIPR
Overweight
Piper reiterates Overweight on Lumentum after Apple unveils 3D sensing
Piper Jaffray analyst Troy Jensen reiterates an Overweight rating on Lumentum Holdings (LITE) with a $68 price target after Apple (AAPL) unveiled 3D sensing in its latest iPhone. Lumentum offers the best way to play the 3D sensing market and the company's time-to-market advantage with Apple will result in ongoing design wins with other smart phone manufacturers, Jensen tells investors in a research note. He believes Lumentum has continued to receive volume production orders since reporting $200M in 3D sensing bookings in the June quarter.
09/05/17
STFL
09/05/17
NO CHANGE
Target $30
STFL
Buy
Finisar estimates lowered following peer commentary at Stifel
Stifel analyst Patrick Newton has lowered his FY18 and FY19 estimates for Finisar (FNSR) and is now modeling one more step down in China following recent commentary from competitors such as Lumentum (LITE), Oclaro (OCLR) and MACOM (MTSI) indicating that China is expected to decline again sequentially in the September quarter. Based on the reduced expectations, he lowered his price target on Finisar shares to $30 from $33, but he maintains a Buy rating on the stock.
08/31/17
RSBL
08/31/17
NO CHANGE
RSBL
Lumentum checks indicate exclusive supply deal with Apple, says Rosenblatt
Rosenblatt's research indicates Apple (AAPL) has signed an exclusive supply deal with Lumentum (LITE) on VCSEL laser supply for DOE/WLO structure light solutions.. In the firm's view, Lumentum's VCSEL+DOE structure forms a unique pattern, which would be exclusive for Apple's 3D sensing and help Lumentum maintain a large share at Apple in 2018.
08/31/17
RSBL
08/31/17
NO CHANGE
RSBL
Lumentum may have won exclusive supply deal with Apple, says Rosenblatt
AAPL Apple
$160.86

-0.64 (-0.40%)

09/13/17
STFL
09/13/17
NO CHANGE
Target $6
STFL
Hold
New Apple Watch will be 'stiff competition' for Fitbit Ionic, says Stifel
Stifel analyst Jim Duffy pointed to some advantages favoring Fitbit's (FIT) Ionic over Apple's (AAPL) Watch Series 3 - such as compatibility with non-iOS devices, longer battery life and a narrow price advantage - but he also thinks the Series 3 will present "stiff competition for consumer attention" during the Holidays. He keeps a Hold rating and $6 price target on Fitbit on the heels of Apple's launch event yesterday.
09/13/17
RBCM
09/13/17
NO CHANGE
RBCM
Apple new iPhone features will cause demand to accelerate, says RBC Capital
RBC Capital analyst Amit Daryanani says that the new form factor and capabilities of Apple's new iPhones will cause upgrades within the Apple install base to accelerate and increase the rate of switching to iPhone from other devices. The analyst expects the current iPhone cycle to be "one of the strongest in recent years." He keeps a $180 price target and an Outperform rating on the shares.
09/13/17
OPCO
09/13/17
NO CHANGE
OPCO
Perform
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.
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.

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$40.98

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XIV

VelocityShares Daily Inverse VIX Short-Term ETN

$93.36

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TVIX

VelocityShares Daily 2x VIX Short-Term ETN

$12.45

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SVXY

ProShares Short VIX Short-Term Futures

$89.64

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ALV

Autoliv

$122.59

1.04 (0.86%)

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USO

United States Oil Fund

$10.24

0.13 (1.29%)

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XOP

SPDR Oil Exploration and Production Fund

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DGAZ

VelocityShares 3x Inv Natural Gas ETN

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VelocityShares 3x Long Natural Gas ETN

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EFA

iShares MSCI EAFE Index Fund

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JNK

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iShares iBoxx $ High Yield Corporate Bond

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