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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

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JNPR

Juniper

$27.85

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Amazon.com

$1,294.58

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Juniper

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HPQ

HP Inc.

$23.70

0.41 (1.76%)

06:54
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HP Inc. analyst commentary  »

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GEF

Greif

$60.82

1.13 (1.89%)

06:53
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Conference/Events
Greif management to meet with Sidoti »

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VR

Validus

$46.72

0.81 (1.76%)

, AIG

AIG

$61.55

0.02 (0.03%)

06:53
01/22/18
01/22
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06:53
Hot Stocks
AIG to acquire Validus for $5.56B, or $68 per share, in cash »

American International…

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Validus

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0.81 (1.76%)

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HAL

Halliburton

$53.01

0.65 (1.24%)

06:52
01/22/18
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06:52
Hot Stocks
Halliburton CEO: On path to to normalized margins in North America in 2018 »

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VR

Validus

$46.72

0.81 (1.76%)

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AIG

$61.55

0.02 (0.03%)

06:52
01/22/18
01/22
06:52
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06:52
Hot Stocks
Breaking Hot Stocks news story on Validus, AIG »

AIG to acquire Validus…

VR

Validus

$46.72

0.81 (1.76%)

AIG

AIG

$61.55

0.02 (0.03%)

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CELG

Celgene

$102.65

0.93 (0.91%)

, JUNO

Juno Therapeutics

$67.81

-3.56 (-4.99%)

06:51
01/22/18
01/22
06:51
01/22/18
06:51
Conference/Events
Celgene to host conference call »

Conference call to…

CELG

Celgene

$102.65

0.93 (0.91%)

JUNO

Juno Therapeutics

$67.81

-3.56 (-4.99%)

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HAL

Halliburton

$53.01

0.65 (1.24%)

06:50
01/22/18
01/22
06:50
01/22/18
06:50
Earnings
Halliburton reports Q4 adjusted cont ops EPS 53c, consensus 46c »

Reports Q4 revenue $5.9B,…

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  • 22

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BOH

Bank of Hawaii

$86.73

0.47 (0.54%)

06:49
01/22/18
01/22
06:49
01/22/18
06:49
Earnings
Bank of Hawaii reports Q4 EPS $1.01, consensus $1.07 »

Reports Q4 loan loss…

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  • 22

    Jan

VR

Validus

$46.72

0.81 (1.76%)

06:49
01/22/18
01/22
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06:49
Hot Stocks
Breaking Hot Stocks news story on Validus »

Validus trading halted,…

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  • 02

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AIG

AIG

$61.55

0.02 (0.03%)

06:49
01/22/18
01/22
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06:49
Hot Stocks
Breaking Hot Stocks news story on AIG »

AIG trading halted, news…

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CBU

Community Bank System

$55.39

0.84 (1.54%)

06:48
01/22/18
01/22
06:48
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06:48
Hot Stocks
Community Bank System raises quarterly dividend to 34c from 32c per share »

During the fourth quarter…

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  • 22

    Jan

BCS

Barclays

$11.14

0.07 (0.63%)

06:48
01/22/18
01/22
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06:48
Periodicals
Tiger Global invests over $1B in Barclays, FT reports »

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CBU

Community Bank System

$55.39

0.84 (1.54%)

06:47
01/22/18
01/22
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06:47
Earnings
Community Bank System reports Q4 adjusted EPS 67c, consensus 71c »

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  • 22

    Jan

HAWK

Blackhawk

$45.25

0.1 (0.22%)

06:47
01/22/18
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06:47
Downgrade
Blackhawk rating change  »

Blackhawk downgraded to…

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BLD

TopBuild

$77.28

0.7 (0.91%)

06:46
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06:46
Hot Stocks
TopBuild acquires Santa Rosa Insulation and Fireproofing, terms not disclosed »

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TSM

TSMC

$44.67

0.1 (0.22%)

06:43
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TSMC rating change  »

TSMC upgraded to Buy from…

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WIT

Wipro

$5.61

-0.16 (-2.77%)

06:43
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Downgrade
Wipro rating change  »

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CBS

CBS

$57.75

-2.25 (-3.75%)

06:41
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CBS rating change  »

CBS downgraded to Equal…

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  • 15

    Feb

PANW

Palo Alto Networks

$157.22

-0.6 (-0.38%)

06:40
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06:40
Downgrade
Palo Alto Networks rating change  »

Palo Alto Networks…

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  • 22

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DIS

Disney

$110.59

0.17 (0.15%)

06:40
01/22/18
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06:40
Recommendations
Disney analyst commentary  »

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  • 06

    Feb

SPX

S&P 500

06:39
01/22/18
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06:39
Technical Analysis
S&P 500: Pivot points »

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HOG

Harley-Davidson

$53.00

0.66 (1.26%)

06:38
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Upgrade
Harley-Davidson rating change  »

Wells Fargo upgrades…

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  • 30

    Jan

CRZO

Carrizo Oil & Gas

$22.62

-0.21 (-0.92%)

06:37
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Hot Stocks
Carrizo Oil & Gas closes DJ Basin divestiture »

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  • 15

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AEP

American Electric

$67.76

-0.04 (-0.06%)

06:37
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American Electric rating change  »

American Electric…

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