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POWI

Power Integrations

$73.90

-0.6 (-0.81%)

, AAPL

Apple

$160.86

-0.64 (-0.40%)

09:42
09/13/17
09/13
09:42
09/13/17
09:42

Power Integrations may have lost fast charging design win, says Rosenblatt

Rosenblatt's checks indicate Power Integrations' (POWI) Inno-Switch 3 is having package cracking issues, which may result in Apple's (AAPL) cancellation of the November order, and the likely resumption of ON Semiconductor's March quarter order.

POWI

Power Integrations

$73.90

-0.6 (-0.81%)

AAPL

Apple

$160.86

-0.64 (-0.40%)

ON

ON Semiconductor

$16.99

-0.13 (-0.76%)

  • 13

    Sep

  • 02

    Oct

  • 08

    Nov

POWI Power Integrations
$73.90

-0.6 (-0.81%)

05/08/17
SIDC
05/08/17
UPGRADE
SIDC
Buy
Power Integrations upgraded to Buy from Neutral at Sidoti
07/25/17
DBAB
07/25/17
DOWNGRADE
Target $75
DBAB
Hold
Power Integrations downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Ross Seymore downgraded Power Integrations (POWI) to Hold citing valuation with the shares up 30% in the last month. The analyst says he has no incremental knowledge to support or refute market speculation regarding a potential design win in the upcoming Apple (AAPL) iPhone. He keeps a $75 price target on the shares.
07/25/17
07/25/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Under Armour (UA, UAA) downgraded to Sell from Hold at Deutsche Bank with analyst Paul Trussell saying a "difficult and promotional selling environment along with segmentation challenges" weaken his confidence in the company's near-term results. 2. Snap (SNAP) downgraded to Neutral from Buy with analyst Kevin Rottinghaus citing monetization concerns and increasing pressure from Facebook (FB) competition. 3. Cytori Therapeutics (CYTX) downgraded to Neutral from Buy at B. Riley with analyst Andrew D'Silva citing the STAR trial results, which missed both primary and secondary endpoints. The analyst cut his price target for the shares to 50c from $2.30. 4. lululemon (LULU) downgraded to Hold from Buy at Stifel with analyst Jim Duffy citing valuation. 5. Power Integrations (POWI) downgraded to Hold from Buy at Deutsche Bank with analyst Ross Seymore saying he has no incremental knowledge to support or refute market speculation regarding a potential design win in the upcoming Apple (AAPL) iPhone. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
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.
AAPL Apple
$160.86

-0.64 (-0.40%)

09/13/17
COWN
09/13/17
NO CHANGE
COWN
Apple supply chain read-through indicates unit growth in Q4, says Cowen
Cowen analyst Karl Ackerman said Apple's (AAPL) presentation was largely in line with expectations, but his supply chain work indicates a significant increase in iPhone X units for the December quarter. Based on his checks, companies with the most "interesting" read-through include Micron (MU), Teradyne (TER), Broadcom (AVGO), Qorvo (QRVO), Skyworks, (SWKS), and Universal Display (OLED), he tells investors.
09/13/17
CHLM
09/13/17
NO CHANGE
CHLM
Buy
Integrated Device to benefit from iPhone wireless charging, says Craig-Hallum
Craig-Hallum analyst Tony Stoss believes Integrated Device (IDTI) is positioned to benefit as the new Apple (AAPL) iPhone 8/8 Plus/X now all include Qi-based Wireless Charging and will be using at the launch WC pads from both Belkin and Mophie. While Integrated Device's wireless charging chip is not in the next generation iPhones, the analyst thinks its chip is included in both the Belkin and Mophie wireless charging pads. Stoss reiterates a Buy rating on Integrated Device's shares.
09/13/17
CHLM
09/13/17
NO CHANGE
CHLM
Iphone increasing band count positive for RF suppliers, says Craig-Hallum
Craig-Hallum analyst Tony Stoss notes that there are two new bands in the Apple (AAPL) iPhone 8/8 Plus /X in comparison to the iPhone 7. The analyst believes this is a positive for RF suppliers as increasing band count requires additional RF content per phone and believes total RF content is closer to $28 in the upcoming phones up from estimate of $26 for the iPhone 7. Stoss also believes RF suppliers are set up to benefit longer term as increasing band count, new technologies such as MIMO and CA will drive increased RF content per smartphone. The analyst reiterates a Buy rating on Skyworks (SWKS), Qorvo (QRVO) and Broadcom (AVGO).
09/13/17
CHLM
09/13/17
NO CHANGE
CHLM
Hold
Cirrus Logic likely to retain $6 content per Apple iPhone, says Craig-Hallum
Craig-Hallum analyst Tony Stoss notes Apple's (AAPL) next generation iPhones will continue to include the headphone adaptor in the box, which means Cirrus Logic (CRUS) will likely retain its $6 in content per iPhone. While the analyst believes this is a positive for Cirrus Logic given investor concerns the adaptor would not be included, he reiterates a Hold rating on the shares as he thinks Apple's iPhone coming in 2018 will likely not include an adaptor and it may be tough to keep content flat.
ON ON Semiconductor
$16.99

-0.13 (-0.76%)

09/12/17
GSCO
09/12/17
UPGRADE
Target $40
GSCO
Buy
Micron upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Mark Delaney upgraded Micron Technology (MU) to Buy post today's close and raised his price target for the shares to $40 from $33. The chipmaker closed the trading day up 85c to $34.29. DRAM pricing could rise in Q4 and the cycle could remain tight in 2018, Delaney tells investors in a research note. He believes upside to consensus earnings estimates and the stock's "discount" multiple could drive 20% share appreciation. Delaney after the close also downgraded ON Semiconductor (ON) to Neutral.
09/12/17
GSCO
09/12/17
DOWNGRADE
GSCO
Neutral
ON Semiconductor downgraded to Neutral from Buy at Goldman Sachs
Goldman Sachs analyst Mark Delaney downgraded ON Semiconductor to Neutral citing the stock's relative outperformance and lack of catalysts over the next year. The shares are now trading within 5% of the analyst's unchanged price target of $18.
08/07/17
08/07/17
UPGRADE

Strong Buy
Follow-up: ON Semiconductor upgraded to Strong Buy at Needham
As previously reported, Needham upgraded ON Semiconductor to Strong Buy from Buy and raised its price target to $25 from $20. Analyst Rajvindra Gill said ON Semiconductor reported a strong quarter with demand across all segments and solid guidance. The analyst said the company is executing on its Fairchild integration, seeing strong wins within Auto and Industrial end markets, and closing lower margin businesses. Further, Gill expects On to begin to de-lever rapidly, utilizing the majority of its free cash flow to pay down debt and drive earnings.
08/07/17
NEED
08/07/17
UPGRADE
NEED
Strong Buy
ON Semiconductor upgraded to Strong Buy from Buy at Needham

TODAY'S FREE FLY STORIES

TWX

Time Warner

$102.40

-0.09 (-0.09%)

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Comcast

$38.10

0.63 (1.68%)

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0.63 (1.68%)

CMCSK

Comcast

SNE

Sony

$37.50

0.04 (0.11%)

FOX

21st Century Fox

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0.1 (0.38%)

FOXA

21st Century Fox

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LGF.A

Lionsgate

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DIS

Disney

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VIAB

Viacom

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0.24 (0.88%)

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Viacom

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AMZN

Amazon.com

$955.10

-9.55 (-0.99%)

16:41
09/24/17
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Amazon affiliate to buy stake in Indian retailer Shoppers Stop, Reuters says »

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GOOGL

Alphabet Class A

$943.26

-4.29 (-0.45%)

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Alphabet

$928.53

-3.92 (-0.42%)

16:37
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Internet giants on the defensive in Washington, Reuters says »

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Alphabet Class A

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Alphabet

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FB

Facebook

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MOH

Molina Healthcare

$65.32

2.81 (4.50%)

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$193.03

-2.18 (-1.12%)

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MOH

Molina Healthcare

$65.32

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UNH

UnitedHealth

$193.03

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CNC

Centene

$92.22

1.48 (1.63%)

WCG

WellCare

$167.16

1.1 (0.66%)

CI

Cigna

$182.74

0.61 (0.33%)

ANTM

Anthem

$182.86

-0.64 (-0.35%)

HNT

Health Net

HUM

Humana

$239.09

0.45 (0.19%)

AET

Aetna

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0.18 (0.12%)

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SAP

SAP

$110.27

0.64 (0.58%)

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TATT

TAT Technologies

$10.70

0.05 (0.47%)

, BA

Boeing

$256.45

0.41 (0.16%)

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TAT Technologies

$10.70

0.05 (0.47%)

BA

Boeing

$256.45

0.41 (0.16%)

EADSY

Airbus

$23.06

-0.01 (-0.04%)

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GM

General Motors

$39.42

0.32 (0.82%)

11:43
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GM to eliminate shift at Tennessee SUV plant on 'moderating' sales, WSJ says »

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WFC

Wells Fargo

$54.25

0.19 (0.35%)

11:34
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11:34
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11:34
Periodicals
Wells Fargo hires law firm to prepare CEO for Senate appearance, Reuters says »

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EADSY

Airbus

$23.06

-0.01 (-0.04%)

11:27
09/23/17
09/23
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11:27
Periodicals
Airbus in talks to sell all or part of Premium Aerotec, Reuters says »

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DGX

Quest Diagnostics

$102.11

0.56 (0.55%)

11:06
09/23/17
09/23
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11:06
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Quest Diagnostics 'disappointed' with proposed PAMA 2018 Medicare payment rates »

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IRBT

iRobot

$76.14

-3.8 (-4.75%)

10:58
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10:58
Periodicals
iRobot suffering after onslaught of SharkNinja cheaper models, Barron's says »

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XLNX

Xilinx

$69.33

0.42 (0.61%)

, SNPS

Synopsys

$80.36

0.3 (0.37%)

10:47
09/23/17
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10:47
Periodicals
Xilinx, Synopsys are 'rising stars' amid natural evolution of AI, Barron's says »

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XLNX

Xilinx

$69.33

0.42 (0.61%)

SNPS

Synopsys

$80.36

0.3 (0.37%)

CDNS

Cadence Design

$38.88

0.45 (1.17%)

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UTX

United Technologies

$115.01

0.51 (0.45%)

, COL

Rockwell Collins

$130.48

0.09 (0.07%)

10:42
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Major aircraft makers, suppliers face off, Barron's says »

While United Technologies…

UTX

United Technologies

$115.01

0.51 (0.45%)

COL

Rockwell Collins

$130.48

0.09 (0.07%)

BA

Boeing

$256.45

0.41 (0.16%)

EADSY

Airbus

$23.06

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GPRO

GoPro

$10.75

-0.19 (-1.74%)

10:33
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Key events may create 'short squeeze' in GoPro stock, Barron's says »

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HMC

Honda

$29.91

0.18 (0.61%)

, RACE

Ferrari

$113.47

-0.1 (-0.09%)

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Honda $200,000 Acura NSX lacks Ferrari 'raw appeal,' Barron's says »

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HMC

Honda

$29.91

0.18 (0.61%)

RACE

Ferrari

$113.47

-0.1 (-0.09%)

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ORCL

Oracle

$48.16

0.19 (0.40%)

10:07
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Oracle shares could return 20% in a year, Barron's says »

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SIX

Six Flags

$58.96

1.14 (1.97%)

09:59
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Six Flags may have peaked, Barron's says »

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ONCE

Spark Therapeutics

$85.15

-1.95 (-2.24%)

, AVXS

AveXis

$92.11

-4.03 (-4.19%)

09:51
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Gene therapy may be nearing 'major breakthrough,' Baron's says »

Gene therapy is rapidly…

ONCE

Spark Therapeutics

$85.15

-1.95 (-2.24%)

AVXS

AveXis

$92.11

-4.03 (-4.19%)

RGNX

Regenxbio

$28.25

-1.15 (-3.91%)

BOLD

Audentes Therapeutics

$27.31

-0.1 (-0.36%)

VYGR

Voyager Therapeutics

$17.50

-0.22 (-1.24%)

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AET

Aetna

$153.57

0.18 (0.12%)

, ANTM

Anthem

$182.86

-0.64 (-0.35%)

09:25
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Week in review: How Trump's policies moved stocks »

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AET

Aetna

$153.57

0.18 (0.12%)

ANTM

Anthem

$182.86

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CNC

Centene

$92.22

1.48 (1.63%)

CI

Cigna

$182.74

0.61 (0.33%)

HNT

Health Net

HUM

Humana

$239.09

0.45 (0.19%)

MOH

Molina Healthcare

$65.32

2.81 (4.50%)

UNH

UnitedHealth

$193.03

-2.18 (-1.12%)

WCG

WellCare

$167.16

1.1 (0.66%)

AOBC

American Outdoor Brands

$15.01

-0.15 (-0.99%)

RGR

Sturm, Ruger

$51.00

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WMT

Wal-Mart

$79.53

-0.48 (-0.60%)

PEP

PepsiCo

$111.85

-0.95 (-0.84%)

TGT

Target

$58.99

0.66 (1.13%)

AAPL

Apple

$151.89

-1.5 (-0.98%)

MSFT

Microsoft

$74.41

0.2 (0.27%)

AMZN

Amazon.com

$955.10

-9.55 (-0.99%)

TWTR

Twitter

$17.61

0.03 (0.17%)

GOOGL

Alphabet Class A

$943.26

-4.29 (-0.45%)

GOOG

Alphabet

$928.53

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FB

Facebook

$170.54

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AVA

Avista

$51.40

0.1 (0.19%)

18:47
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Avista receives commission decision in Oregon natural gas rate case »

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BMWYY

BMW

$34.00

0.083 (0.24%)

18:40
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BMW to build new 8 series in Dingolfing from 2018, Reuters reports »

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CSCO

Cisco

$33.37

0.67 (2.05%)

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Cisco completes acquisition of Springpath »

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BMY

Bristol-Myers

$63.36

0.03 (0.05%)

18:12
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Bristol-Myers announces FDA approval of Opdivo »

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INSE

Inspired Entertainment

$13.60

0.3 (2.26%)

17:38
09/22/17
09/22
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17:38
Hot Stocks
Inspired Entertainment COO Wilson leaving by reason of redundancy »

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  • 28

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MNOV

MediciNova

$6.18

0.3 (5.10%)

17:30
09/22/17
09/22
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17:30
Syndicate
Breaking Syndicate news story on MediciNova »

MediciNova files $200M…

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