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AAOI

Applied Optoelectronics

$64.67

0.46 (0.72%)

, AMZN

Amazon.com

$961.35

4.95 (0.52%)

09:52
10/02/17
10/02
09:52
10/02/17
09:52

BWS Financial sees Applied Optoelectronics sales to Amazon softening further

BWS Financial analyst Hamed Khorsand said he believes Applied Optoelectronics (AAOI) sales to Amazon (AMZN) have softened even more as the company moves away from 40G. He also thinks Intel's (INTC) start of shipments of a competing CWDM4 transceivers poses a threat to 100G revenue Applied has been generating from Facebook (FB). Khorsand keeps his Sell rating on Applied Optoelectronics shares.

AAOI

Applied Optoelectronics

$64.67

0.46 (0.72%)

AMZN

Amazon.com

$961.35

4.95 (0.52%)

FB

Facebook

$170.87

2.14 (1.27%)

INTC

Intel

$38.08

0.25 (0.66%)

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AAOI Applied Optoelectronics
$64.67

0.46 (0.72%)

08/24/17
NEED
08/24/17
NO CHANGE
NEED
China Mobile tender offer looks 'significant' for optical stocks, says Needham
Needham analyst Alex Henderson said the coherent transport ports tender offer announced by China Mobile (CHL) on its Chinese language website looks "significant in scale and material" for optical stocks. He noted that NeoPhotonics (NPTN) gets roughly 60% of revenue from China and is directly exposed to coherent demand, while Acacia (ACIA) gets 50% of revenue from China and is also directly exposed. He noted that Oclaro (OCLR), Lumentum (LITE), Finisar (FNSR) all have China exposure, but are less tied to coherent, while adding that "this order has no bearing" on Applied Optoelectronics (AAOI).
08/16/17
RAJA
08/16/17
NO CHANGE
RAJA
Strong Buy
Raymond James maintains Strong Buy rating on Applied Optoelectronics
Raymond James analyst Applied Simon Leopold maintained a Strong Buy and $107 price target on Applied Optoelectronics following a recent field trip. The analyst said Applied often gets grouped in with optical component stocks, but its differentiated through its focus on data center applications, scale and automation. Simon recommends investors take the time to listen to the story and further understanding will lead to increased appreciation.
08/16/17
BWSF
08/16/17
NO CHANGE
BWSF
Applied Optoelectronics facing price erosion, says BWS Financial
BWS Financial analyst Hamed Khorsand said Applied Optoelectronics (AAOI) held an investor call to describe the manufacturing efficiencies the company has and the advantage it serves, but the little bit of commentary from management during the Q&A session may scare bulls further. The company is facing price erosion at an accelerated rate that could cause quarterly numbers to continue to trend down, the analyst wrote. Khorsand said commentary regarding gross margins and pricing further give credence to his Sell rating and $25 price target.
08/07/17
CHLM
08/07/17
NO CHANGE
Target $95
CHLM
Buy
Applied Optoelectronics selloff creates buying opportunity, says Craig-Hallum
Craig-Hallum analyst Richard Shannon notes that Applied Optoelectronics provided disappointing Q3 guidance that was impacted by lower 40G sales. With a strong cost structure, willingness to provide capacity and strong track record, the analyst believes Applied Optoelectronics can gather strong share if it executes, which it has done very well in the past year. He reiterates a Buy rating and a $95 price target on the shares.
AMZN Amazon.com
$961.35

4.95 (0.52%)

09/29/17
NOMU
09/29/17
NO CHANGE
Target $85
NOMU
Buy
Whole Foods takeover could actually benefit Vantiv, say Nomura Instinet
Conventional wisdom suggests Amazon's (AMZN) acquisition of Vantiv (VNTV) customer Whole Foods, along with steep price cuts, would put pressure on Vantiv's supermarket channel, Nomura Instinet analyst Dan Dolev tells investors in a research note. However, the analyst's study shows that the opposite might be true. He believes the surge in Whole Foods foot traffic could be a "potential boon" for Vantiv's revenue. Dolev's analysis indicates that incremental net revenue per transaction from shoppers migrating from non-Vantiv grocers to Whole Foods would more than offset the drag from cannibalized sales, resulting in an incremental RPT of 1c. The analyst keeps a Buy rating on Vantiv with an $85 price target.
09/29/17
LOOP
09/29/17
NO CHANGE
Target $1200
LOOP
Buy
Loop Capital reiterates Buy on Amazon's next 'Game of Thrones' quest
Amazon.com, according to recent media reports, is dramatically ramping up its production of Prime Video content for 2018, driven by a senior management mandate to create the next "Game of Thrones," Loop Capital analyst Anthony Chukumba tells investors in an intraday research note. The analyst believes improved Prime Video content will drive additional Prime membership enrollment. He reiterates a Buy rating on Amazon shares with a $1,200 price target.
09/29/17
BARD
09/29/17
NO CHANGE
BARD
Outperform
Vantiv likely credit card processor for Whole Foods, says Baird
Baird analyst David Koning believes Vantiv (VNTV) is the payment processor for Whole Foods, but does not view this as a risk. The analyst said the merchants themselves are typically responsible for the breach and notes there were no other issues reported by other merchants Koning said in some instances, the processor may benefit from these situations by selling additional scurrility features to the merchant and reiterated his Outperform rating and $80 price target on Vantiv shares.
10/02/17
JEFF
10/02/17
NO CHANGE
Target $95
JEFF
Buy
Walgreens growth from Rite Aid stores not priced in, says Jefferies
Jefferies analyst Brian Tanquilut says he remains positive on Walgreens Boots Alliance (WBA) given his expectation for sustained double-digit earnings growth over the next few years. The acquisition of Rite Aid (RAD) stores will yield incremental earnings growth in the next few years that's not yet priced into the stock, Tanquilut tells investors in a research note. He believes that while Amazon (AMZN) risk to front-end pharmaceutical sales "is real," Walgreens has done better than peers in "weathering the storm." The analyst has a Buy rating on the shares with a $95 price target.
FB Facebook
$170.87

2.14 (1.27%)

10/02/17
MSCO
10/02/17
NO CHANGE
Target $40
MSCO
Equal Weight
Morgan Stanley raises price targets on Facebook, Priceline, Yelp
Morgan Stanley analyst Brian Nowak issued a note recapping his views on which U.S. Internet names are set to outperform the rest of this year and into next year, saying he is positive on Facebook (FB), Google (GOOGL) and Priceline (PCLN) among large caps. He raised his price target on Facebook to $195 from $190 and increased his price target on Priceline to $2,100 from $2,050. Nowak also raised his price target on Yelp (YELP) to $40 from $26, saying he believes near-term estimates on the Street are too low. However, he keeps an Equal Weight rating on Yelp shares, citing the recent slowdown in local account growth and worries about churn.
09/28/17
DBAB
09/28/17
NO CHANGE
Target $220
DBAB
Buy
Deutsche sees upside to Facebook estimates, boosts target to $220
Deutsche Bank analyst Lloyd Walmsley raised his Q3 and 2018 estimates for Facebook citing "increasing signs of strength." Conversations in the advertising industry continue to point towards "strong" same-client budget growth in Q3 and a longer term willingness to "lean into" new inventory on Facebook, Walmsley tells investors in a research note. He increased his ad revenue growth rate excluding currency for Facebook to 42% from 39% in Q3 and to 32% from 30% in 2018. The analyst believes Facebook has the most upside to estimates over the next 6-12 months and is his favorite name among the large cap Internet space. Walmsley upped his price target for the shares to $220 from $215 and keeps a Buy rating on the name. Facebook closed yesterday up $3.47 to $167.68.
09/27/17
COWN
09/27/17
NO CHANGE
Target $200
COWN
Outperform
Facebook price target raised to $200 on Instagram user metrics at Cowen
Cowen analyst John Blackledge raised his price target on Facebook based on higher user engagement metrics. The analyst said Instagram's monthly average user growth was much larger than expected and above his estimates. Blackledge reiterated his Outperform rating and raised his price target to $200 from $195 on Facebook shares.
09/27/17
WELS
09/27/17
NO CHANGE
Target $215
WELS
Outperform
Facebook price target raised to $215 from $185 at Wells Fargo
Wells Fargo analyst Ken Sena raised his price target for Facebook to $215 from $185, while reiterating an Outperform rating on the shares. The analyst notes that Facebook has the largest audience platform in the world at a time when the advancement in deep neural network science, or artificial intelligence, is setting up for a very different computing era, namely in the sense that it is adaptive, learns continually and will favor those with data scale and compute efficiency. Further, Sena thinks the company could yield "such a major opportunity" on the video side.
INTC Intel
$38.08

0.25 (0.66%)

08/15/17
BERN
08/15/17
NO CHANGE
BERN
'Alarm bells starting to ring' on Intel, says Bernstein
Bernstein analyst Stacy Rasgon identified a number of negative aspects in Intel's Q2 results, including a year-over-year decline in desktop prices "for the first time in years" and overshipment of notebook PC chips, which she says increases the risk of the company's 2H17 results. Rasgon thinks that the company's 2YH17 datacenter growth targets could be aggressive, and the analyst says that "the quality of Intel's earnings continue to deteriorate." Rasgon says that "alarm bells are starting to ring" on Intel. She keeps a $30 price target and an Underperform rating on the stock.
08/25/17
CHLM
08/25/17
NO CHANGE
CHLM
Integrated Device has positive read through from Broadcom, says Craig-Hallum
Craig-Hallum analyst Tony Stoss says that Integrated Device (IDTI) has a positive read through from Broadcom's (AVGO) results. He notes that Broadcom said that its enterprise segment generated strong growth due to the release of Intel's (INTC) Purley chip. Stoss expects Integrated Device to also benefit from this catalyst, and he keeps a Buy rating on the stock.
09/12/17
JPMS
09/12/17
NO CHANGE
JPMS
JPMorgan lays out iPhone content winners and losers into launch event
JPMorgan analyst Harlan Sur believes Apple's (AAPL) launch event today will be positive for Broadcom (AVGO) and Qorvo (QRVO) as well as Micron (MU) and Intel (INTC). The analyst sees content gains by Broadcom in wireless charging, touch controller, Wi-Fi/Bluetooth and GPS connectivity, and by Qorvo in low band power amplifier duplexers share and antenna tuning. Other companies with significant Apple exposure that would benefit from increased unit sales and/or modest content gains include Intel, Skyworks (SWKS), Knowles (KN), Micron, Cypress Semiconductor (CY), NXP Semiconductors (NXPI) and Texas Instruments (TXN), Sur tells investors in a research note. The analyst sees Analog Devices' (ADI) blended content at Apple declining as he believes the company will not be the touch controller for the OLED-version of the iPhone.
09/27/17
SBSH
09/27/17
NO CHANGE
Target $185
SBSH
Buy
Citi sees no major impact for Nvidia from Tesla's move to Intel
Bloomberg's report that Tesla (TSLA) is working with Intel (INTC) to replace Nvidia (NVDA) on infotainment is a negative headline but will have no major impact, Citi analyst Atif Malik tells investors in a research note. While infotainment today makes up the bulk of Nvidia's automotive sales and represents a $2B serviceable addressable market, autonomous vehicles represents the growth opportunity with an $8B addressable market by 2025, the analyst contends. He estimates that average selling prices on infotainment systems are $100 versus $1000-plus for autonomous vehicle systems. Nvidia is now more focused on the higher margin autonomous driving market and next generation cockpit opportunities, Malik tells investors. Further, he estimates Tesla is less than 1% of Nvidia's overall sales currently, which includes both infotainment and autonomous systems. He points out that his discussion at Citi's recent technology conference with Tesla indicates the carmaker "feels great" about its relationship with Nvidia on self-driving cars, or "significantly better" versus Intel's Mobileye in the past. Malik has a Buy rating on Nvidia with a $185 price target.

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BJ's Wholesale

$25.90

0.23 (0.90%)

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RHHBY

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PZZA

Papa John's

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0.62 (1.22%)

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SPX

S&P 500

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SPDR S&P 500 ETF Trust

$279.71

-0.24 (-0.09%)

05:21
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General news
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SPDR S&P 500 ETF Trust

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STIM

Neuronetics

$26.27

-0.44 (-1.65%)

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Papa John's

$51.61

0.62 (1.22%)

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ACN

Accenture

$166.47

-0.47 (-0.28%)

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BrightView

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TCDA

Tricida

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INSM

Insmed

$24.98

-0.12 (-0.48%)

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