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QCOM

Qualcomm

$51.48

0.47 (0.92%)

, HIMX

Himax

$10.48

0.07 (0.67%)

08:42
09/15/17
09/15
08:42
09/15/17
08:42

Qualcomm upgraded to Outperform on 3D sensing opportunity at Northland

As previously reported, Northland analyst Tom Sepenzis upgraded Qualcomm (QCOM) to Outperform from Market Perform on expectations for market share gains in 2018, particularly at the high end, as he sees the company and partner Himax (HIMX) as well positioned to become the "de facto leading 3D sensing solution" with Android manufacturers who follow the lead of Apple's (AAPL) new iPhone X. From what he understands, handset makers that want to use its SLiM structured light solution will have to use Qualcomm's next generation Snapdragon chipset too, he tells investors. Sepenzis keeps a $62.50 price target on Qualcomm shares.

QCOM

Qualcomm

$51.48

0.47 (0.92%)

HIMX

Himax

$10.48

0.07 (0.67%)

AAPL

Apple

$158.28

-1.37 (-0.86%)

  • 15

    Sep

  • 26

    Sep

QCOM Qualcomm
$51.48

0.47 (0.92%)

09/15/17
NORL
09/15/17
UPGRADE
NORL
Outperform
Qualcomm upgraded to Outperform from Market Perform at Northland
08/07/17
MSCO
08/07/17
NO CHANGE
Target $117.5
MSCO
Equal Weight
NXP Semiconductors target raised above deal price to $117 at Morgan Stanley
Morgan Stanley analyst Craig Hettenbach believes NXP Semiconductors (NXPI) shareholders "have the upper hand" in seeking to push for a higher takeout price from Qualcomm (QCOM), while also thinking a higher bid would be "inconsequential" to Qualcomm's balance sheet and deal accretion. The analyst, who sees momentum building for a higher deal price and a "hard time believing" Qualcomm would walk away rather than raise the price and get a deal done, raised his price target on NXP to $117.50 from $110. He keeps an Equal Weight rating on NXP shares.
08/09/17
BNCH
08/09/17
NO CHANGE
BNCH
Buy
CEVA could be pressured by latest in Qualcomm-Apple fight, says Benchmark
Benchmark analyst Gary Mobley noted that Qualcomm (QCOM) announced that the ITC has commenced an investigation into Apple's (AAPL) use of certain mobile devices, radio frequency and processing components" as the companies continue their legal fight over disputed royalties. Intel (INTC) and Qualcomm currently split the iPhone 7 thin modem business and it is expected they'll also evenly split the iPhone 8 business, said Mobley, who noted that CEVA (CEVA) could lose $2M-$2.5M in annual royalties if the Intel-based phones are banned for U.S. import. He keeps a Buy rating on CEVA shares, which are down fractionally in early trading.
08/30/17
BARD
08/30/17
NO CHANGE
Target $10
BARD
Outperform
Baird still believes Himax has multiple engagements for 3D cameras
Baird analyst Tristan Gerra notes that Himax (HMIX) and Qualcomm (QCOM) announced a collaboration for a 3D depth sensing camera system to enable computer vision capabilities, notably for use in smartphones. The analyst continues to believe Himax has multiple engagements for 3D cameras in smartphones starting to ramp next year, and views 3D cameras as a critical new, high-ASP component ramp in smartphones over the next few years. Additionally, Gerra points out that Apple (AAPL) may emulate multiple smartphone OEMs to adopt 3D Sensing starting next year. Many smartphone OEMs will require a turnkey 3D camera solution, which Himax/Qualcomm are best positioned to supply, he said. The analyst reiterates an Outperform rating and $10 price target on Himax shares.
HIMX Himax
$10.48

0.07 (0.67%)

09/13/17
NORL
09/13/17
NO CHANGE
Target $15
NORL
Outperform
Himax estimates raised after Apple event at Northland
After Apple (AAPL) officially unveiled the iPhone X, the first smartphone to include 3D sensing through VCSEL technology, Northland analyst Tom Sepenzis noted that it seems multiple Android phone makers are looking to follow Apple's lead next year. He raised his 2018 revenue and earnings estimates for Himax (HIMX) given growing confidence in its 3D sensing opportunity and raised his price target on the stock to $15 from $12. He keeps an Outperform rating on Himax shares.
09/07/17
OPCO
09/07/17
NO CHANGE
Target $4
OPCO
Underperform
Oppenheimer still views Himax as overvalued, keeps $4 price target
A history of growth opportunities not panning out coupled with a deteriorating core business make shares of Himax Technologies overvalued, Oppenheimer analyst Andrew Uerkwitz tells investors in a research note titled "Deja Vu All Over Again?" The analyst notes that his channel checks are inconclusive regarding near-term Diffractive Optical Element design wins. "To be generous," Uerkwitz models an Apple (AAPL) design win. He believes, however, that Himax is not well positioned competitively to be a primary player in this space for the Android segment beyond basic components such as DOE. The analyst reiterates an Underperform rating on Himax with a $4 price target. The shares closed yesterday at $11.09.
08/04/17
FBCO
08/04/17
UPGRADE
Target $11.3
FBCO
Outperform
Himax upgraded to Outperform from Neutral at Credit Suisse
Credit Suisse analyst Jerry Su upgraded Himax to Outperform from Neutral and raised his 2018 and 2019 estimates for the company citing expectations for better DDI sales and his belief that its Diffractive Optical Element, or DOE, will be used in Apple's (AAPL) upcoming iPhone. He raised his price target on Himax shares to $11.30 from $8.70.
AAPL Apple
$158.28

-1.37 (-0.86%)

09/14/17
KEYB
09/14/17
NO CHANGE
KEYB
Lack of Band 71 inclusion a near-term negative for T-Mobile, says KeyBanc
KeyBanc analyst Brandon Nispel says that the lack of inclusion of band 71, or 600 MHz spectrum, in iconic device launches from Samsung (SSNLF) and Apple (AAPL) is a clear negative for T-Mobile (TMUS). T-Mobile spent $8B to purchase this spectrum and will spend more capital going forward to build it out, without having the ability to put it to use for at least another year, he notes. Nispel believes investors are likely to view this as negative, and it could cause some weakness to shares.
09/14/17
MAXM
09/14/17
NO CHANGE
MAXM
Apple fiscal 2018 EPS estimate raised at Maxim
After Apple announced that it would charge $1,000 for its iPhone X, Maxim analyst Nehal Chokshi increased his fiscal 2018 EPS estimate for the company to $13+ from $11.75. According to the analyst, the consensus estimate is roughly $11. However, the analyst lowered his fiscal 2018 iPhone unit sales estimate for Greater China by 25% and cut his fiscal 2018 iPhone unit sales estimate outside of Greater China by 8%. He raised his price target on the stock to $182 from $180 and keeps a Buy rating on the shares.
09/14/17
BERN
09/14/17
NO CHANGE
BERN
A.I. 'moving to the edge,' no material impact yet, says Bernstein
Bernstein analyst Pierre Ferragu notes that Apple has announced the much-leaked iPhone X, 8 and 8 plus, and provided additional details provided about the iPhone X's new chip, the A11. While the chip is confirming that A.I. is moving to the edge with applications heavy on pictures and video, it does not have a material impact on leading edge silicon content yet, he argues. The analyst points out that the A11 counts only 30% more transistors than the A10.
09/15/17
KEYB
09/15/17
NO CHANGE
Target $62
KEYB
Overweight
Criteo has workaround to Apple cookie disabler, says KeyBanc
KeyBanc analyst Andy Hargreaves recommends buying Criteo (CRTO) after the company at an event yesterday detailed its Commerce Marketing Platform, which aggregates online and offline data across partners to create a "Shopper Graph." The product has the potential to create new product areas, deepen partnerships and expand Criteo's "moat," Hargreaves tells investors in a research note. The stock has been weak on Apple's (AAPL) upcoming Intelligent Tracking Prevention rollout, which attempts to disable third-party tracking cookies after 24 hours, Hargreaves points out. He sees the issue as transitory, however, noting Criteo has a workaround that he believes will prove effective with direct publisher relationships. The analyst views Criteo's risk/reward as attractive and keeps an Overweight rating on the name with a $62 price target.

TODAY'S FREE FLY STORIES

ECL

Ecolab

$137.42

-0.26 (-0.19%)

10:44
01/16/18
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Ecolab management to meet with Jefferies »

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CXP

Columbia Property

$21.93

0.08 (0.37%)

10:43
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Conference/Events
Columbia Property management to meet with JMP Securities »

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TWTR

Twitter

$24.96

-0.45 (-1.77%)

, FB

Facebook

$179.37

-8.4 (-4.47%)

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Twitter

$24.96

-0.45 (-1.77%)

FB

Facebook

$179.37

-8.4 (-4.47%)

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FB

Facebook

$179.37

-8.4 (-4.47%)

, SNAP

Snap

$13.53

-0.585 (-4.15%)

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Conference/Events
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FB

Facebook

$179.37

-8.4 (-4.47%)

SNAP

Snap

$13.53

-0.585 (-4.15%)

TWTR

Twitter

$24.96

-0.455 (-1.79%)

GOOG

Alphabet

$1,122.26

16.74 (1.51%)

GOOGL

Alphabet Class A

$1,130.65

18.6 (1.67%)

LNKD

Acquired by MSFT

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GE

General Electric

$18.14

-0.625 (-3.33%)

10:40
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01/16
10:40
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10:40
Periodicals
GE seen as likely to embrace company breakup, CNBC reports »

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HMNY

Helios and Matheson

$7.64

-0.42 (-5.21%)

10:40
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Hot Stocks
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EEM

MSCI Emerging Markets Index

$49.79

0.275 (0.56%)

10:40
01/16/18
01/16
10:40
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Options
Notable interest in iShares Emerging Markets Fund options »

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C

Citi

$77.54

0.695 (0.90%)

10:38
01/16/18
01/16
10:38
01/16/18
10:38
Hot Stocks
Citi CFO says U.S. Retail Services growing slightly above outlook »

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VPG

Vishay Precision

$27.30

0.55 (2.06%)

10:38
01/16/18
01/16
10:38
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10:38
Conference/Events
Vishay Precision management to meet with Sidoti »

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  • 16

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SITE

SiteOne Landscape

$71.28

-0.2 (-0.28%)

10:37
01/16/18
01/16
10:37
01/16/18
10:37
Conference/Events
SiteOne Landscape management to meet with William Blair »

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IWM

iShares Trust Russell 2000 Index Fund

$159.21

1.05 (0.66%)

, RUT

Russell 2000 Index

10:36
01/16/18
01/16
10:36
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10:36
Technical Analysis
Technical View: Russell 2000 Index crosses above 1600, new life high »

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IWM

iShares Trust Russell 2000 Index Fund

$159.21

1.05 (0.66%)

RUT

Russell 2000 Index

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LPTH

LightPath

$2.42

0.09 (3.86%)

10:36
01/16/18
01/16
10:36
01/16/18
10:36
Conference/Events
LightPath management to meet with Roth Capital »

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  • 16

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LOW

Lowe's

$104.00

3.14 (3.11%)

10:35
01/16/18
01/16
10:35
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10:35
Conference/Events
Lowe's management to meet with UBS »

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  • 18

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GE

General Electric

$18.17

-0.595 (-3.17%)

10:35
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Periodicals
GE breakup likely, announcement may come this Spring, CNBC reports »

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  • 16

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C

Citi

$77.56

0.715 (0.93%)

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  • 16

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Conference/Events
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ITRN

Ituran

$35.30

1.25 (3.67%)

10:33
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Conference/Events
Ituran management to meet with Jefferies »

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C

Citi

$77.50

0.66 (0.86%)

10:33
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Hot Stocks
Breaking Hot Stocks news story on Citi »

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  • 16

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AXTA

Axalta Coating

$31.99

-0.45 (-1.39%)

, UBS

UBS

$19.62

0.03 (0.15%)

10:32
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AXTA

Axalta Coating

$31.99

-0.45 (-1.39%)

UBS

UBS

$19.62

0.03 (0.15%)

CS

Credit Suisse

$19.04

0.08 (0.42%)

NTR

Nutrien

$53.31

-0.12 (-0.22%)

CBM

Cambrex

$52.80

1.15 (2.23%)

DRNA

Dicerna

$8.42

-0.01 (-0.12%)

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  • 24

    Jan

UA

Under Armour; also tag UAA

$13.13

-1.01 (-7.14%)

, UAA

Under Armour; also tag UA

$14.21

-0.91 (-6.02%)

10:32
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Downgrade
On The Fly: Top five analyst downgrades »

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UA

Under Armour; also tag UAA

$13.13

-1.01 (-7.14%)

UAA

Under Armour; also tag UA

$14.21

-0.91 (-6.02%)

VZ

Verizon

$51.84

-0.023 (-0.04%)

LMT

Lockheed Martin

$336.31

0.06 (0.02%)

COL

Rockwell Collins

$138.14

0.31 (0.22%)

SAVE

Spirit Airlines

$47.19

-1.07 (-2.22%)

FNSR

Finisar

$22.74

0.48 (2.16%)

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  • 23

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QCOM

Qualcomm

$65.38

-0.05 (-0.08%)

, TWTR

Twitter

$24.88

-0.535 (-2.11%)

10:32
01/16/18
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Upgrade
On The Fly: Top five analyst upgrades »

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QCOM

Qualcomm

$65.38

-0.05 (-0.08%)

TWTR

Twitter

$24.88

-0.535 (-2.11%)

PG

Procter & Gamble

$90.31

0.7 (0.78%)

NOC

Northrop Grumman

$317.94

2.79 (0.89%)

CW

Curtiss-Wright

$133.63

4.893 (3.80%)

ADTN

Adtran

CIEN

Ciena

$22.69

0.75 (3.42%)

03/08/13
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  • 06

    Mar

TWTR

Twitter

$24.85

-0.565 (-2.22%)

10:32
01/16/18
01/16
10:32
01/16/18
10:32
Periodicals
Greenlight took 'small' stake in Twitter in Q4, Bloomberg reports »

Bloomberg cites…

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    Feb

XLF

Financial Select Sector

$29.38

0.15 (0.51%)

10:30
01/16/18
01/16
10:30
01/16/18
10:30
Options
Notable spread in SPDR Financials as the sector sees strength »

Notable spread in SPDR…

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10:29
01/16/18
01/16
10:29
01/16/18
10:29
Conference/Events
UBS automotive analyst holds an analyst/industry conference call »

Automotive Analyst Hummel…

10:28
01/16/18
01/16
10:28
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10:28
General news
Tax reform optimism, Merck help push Dow up 1% to over 26,000 »

Stock futures were strong…

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