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XPER

Xperi

$26.35

0.25 (0.96%)

, AVGO

Broadcom

$245.99

-0.43 (-0.17%)

09:56
10/11/17
10/11
09:56
10/11/17
09:56

Xperi setback 'minor' in German patent fight, says Sidoti

After Broadcom (AVGO) announced last night that the German Federal Patent Court issued a preliminary opinion that all claims of a patent asserted against Broadcom in Germany by Invensas, an affiliate of Xperi (XPER), should be null and void, Sidoti analyst Matthew Galinko argued the investor concern over the news is overblown. Galinko noted the German court's decision isn't final, adding that a final determination in the "more material" ITC case is due in December. The analyst, who views Xperi shares as undervalued, maintains a Buy rating and $57 price target on the stock, which is down 12.6% to $23 in early trading.

XPER

Xperi

$26.35

0.25 (0.96%)

AVGO

Broadcom

$245.99

-0.43 (-0.17%)

  • 15

    Nov

  • 16

    Nov

XPER Xperi
$26.35

0.25 (0.96%)

07/03/17
CHLM
07/03/17
NO CHANGE
Target $48
CHLM
Buy
ITC decision should drive settlement talks for Xperi, says Craig-Hallum
Craig-Hallum analyst Richard Shannon said the ITC's ruling over a patent in the dispute between Xperi (XPER) and Broadcom (AVGO) "strongly suggests" an import restriction could eventually be implemented on a variety of Broadcom devices and he believes notice of a violation could spur settlement talks between the two. Shannon, who sees considerable upside potential for Xperi if both this patent fight and a re-licensing with Samsung are favorably resolved, reiterates his Buy rating on the stock.
09/29/17
CHLM
09/29/17
NO CHANGE
Target $48
CHLM
Buy
Craig-Hallum says Xperi suit against Samsung disappointing, but likely priced in
Craig-Hallum analyst Richard Shannon called Xperi's (XPER) lawsuit against Samsung (SSNLF) "disappointing" and said hoping Samsung settles like it did with Broadcom (AVGO) is "wishful thinking." He removed Samsung revenues from his model for Xperi through 2018, but also said he thinks most of Samsung worries are baked into the stock at current levels. Shannon maintains his Buy rating and $48 price target on Xperi, which he still sees being in a strong position.
AVGO Broadcom
$245.99

-0.43 (-0.17%)

09/22/17
KEYB
09/22/17
NO CHANGE
KEYB
Broadcom, Skyworks still 'well represented' in iPhone 8, says KeyBanc
KeyBanc analyst John Vinh said the results of iFixit's teardown of Apple's (AAPL) newly available iPhone 8 were "largely in line" with his expectations. The number of Broadcom (AVGO) RF chips decreased to one from three, but he still anticipates RF content increased as the RF chip appears larger. Also, the Wi-Fi/Bluetooth module likely is using a Broadcom combo chip, he thinks. Skyworks (SWKS) also remains "well represented" in the new device, he added.
10/06/17
NOMU
10/06/17
NO CHANGE
Target $275
NOMU
Buy
Nomura Instinet lays out potential takeover targets for Broadcom
With revenues this year on track to reach $17B, few opportunities in the semiconductor space exist that would move the needle for Broadcom Limited (AVGO), Nomura Instinet analyst Romit Shah tells investors in a research note. As a result, the analyst believes the company could be looking to acquire companies in peripheral spaces. Shah's analysis yields CA Technologies (CA), NetApp (NTAP), Juniper (JNPR), Garmin (GRMN), Trimble (TRMB), Akamai (AKAM), F5 Networks (FFIV), Ciena (CIEN) and EchoStar (SATS) as possible takeover targets. The analyst thinks Broadcom shares may continue to "languish" in the near term given uncertainty with the Brocade acquisition and iPhone supply constraints. Shah, however, remains optimistic in Broadcom's ability to generate $20-plus in earnings per share in the future. He keeps a Buy rating on the shares with a $275 price target.
10/10/17
COWN
10/10/17
NO CHANGE
COWN
Street estimates too low for RF stocks, says Cowen
Cowen analyst Karl Ackerman believes there may be near-term risk for Broadcom (AVGO), Qorvo (QRVO) and Skyworks (SWKS) due to potential delays in the iPhone, but he said investors are not pricing in an iPhone super-cycle. He believes the sell-side has become more bearish on the Apple (AAPL) supply chain since the iPhone launch, but he feels the Street estimates are too low. Ackerman sees a long RF content growth opportunity moving forward and believes Broadcom, Qorvo, and Skyworks are best positioned.

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RMP

Rice Midstream

$20.33

-0.56 (-2.68%)

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ASND

Ascendis Pharma

$58.00

-1 (-1.69%)

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EVTC

Evertec

$16.05

-0.15 (-0.93%)

03:42
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WRI

Weingarten Realty

$27.15

-0.55 (-1.99%)

03:37
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MNTA

Momenta

$16.35

0.4 (2.51%)

03:36
02/22/18
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HOC

Holly

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CLVS

Clovis

$54.93

1.22 (2.27%)

03:34
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  • 26

    Feb

HST

Host Hotels

$19.22

-0.29 (-1.49%)

03:34
02/22/18
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03:34
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  • 22

    Feb

SLCA

U.S. Silica

$25.15

-5.6 (-18.21%)

03:33
02/22/18
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  • 30

    May

JELD

Jeld-Wen

$34.50

-3.14 (-8.34%)

03:33
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  • 22

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TEO

Telecom Argentina

$34.09

-0.19 (-0.55%)

03:32
02/22/18
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03:32
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03:30
02/22/18
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General news
FX Action: USD-CAD clocked a two-month high »

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JELD

Jeld-Wen

$34.50

-3.14 (-8.34%)

03:27
02/22/18
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  • 22

    Feb

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ALKS

Alkermes

$63.19

-1.56 (-2.41%)

03:27
02/22/18
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MSA

MSA Safety

$80.25

3.79 (4.96%)

03:25
02/22/18
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  • 12

    Mar

02:50
02/22/18
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General news
FX Update: The dollar has continued to mostly trade firmer »

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02:15
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Asian Market Summary: »

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00:00
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NEM

Newmont Mining

$38.16

-0.23 (-0.60%)

, HRL

Hormel Foods

$32.68

-1.12 (-3.31%)

20:25
02/21/18
02/21
20:25
02/21/18
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

NEM

Newmont Mining

$38.16

-0.23 (-0.60%)

HRL

Hormel Foods

$32.68

-1.12 (-3.31%)

APA

Apache

$37.20

-1.1 (-2.87%)

LDOS

Leidos

$65.21

-1.02 (-1.54%)

W

Wayfair

$95.69

-0.61 (-0.63%)

OA

Orbital ATK

$131.80

-0.02 (-0.02%)

TREE

LendingTree

$371.25

-7.8 (-2.06%)

SFM

Sprouts Farmers Market

$26.12

0.12 (0.46%)

TPX

Tempur Sealy

$54.97

1.17 (2.17%)

SAFM

Sanderson Farms

$128.00

-3.44 (-2.62%)

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  • 21

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    Feb

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  • 25

    Feb

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  • 07

    Mar

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    Mar

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    Mar

AIMT

Aimmune

$32.21

-2.75 (-7.87%)

20:04
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02/21
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Syndicate
Aimmune 5.5M share Secondary priced at $32.00 »

BofA/Merrill, Cantor…

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  • 02

    Mar

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  • 22

    Feb

20:00
02/21/18
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20:00
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General news
Breaking General news story  »

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NUAN

Nuance

$16.28

-0.28 (-1.69%)

19:10
02/21/18
02/21
19:10
02/21/18
19:10
Periodicals
Nuance discontinues Swype feature development, Verge reports »

Nuance has ceased…

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  • 26

    Feb

SSNLF

Samsung

, QCOM

Qualcomm

$63.40

-0.59 (-0.92%)

19:04
02/21/18
02/21
19:04
02/21/18
19:04
Hot Stocks
Samsung, Qualcomm expand foundry cooperation on EUV process technology »

Samsung Electronics…

SSNLF

Samsung

QCOM

Qualcomm

$63.40

-0.59 (-0.92%)

03/08/13
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  • 26

    Feb

  • 06

    Mar

CATY

Cathay General

$42.84

0.43 (1.01%)

18:59
02/21/18
02/21
18:59
02/21/18
18:59
Hot Stocks
Cathay General executive chairman Cheng sells 25,000 common shares »

In a regulatory filing,…

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SUN

Sunoco

$30.00

-0.08 (-0.27%)

18:42
02/21/18
02/21
18:42
02/21/18
18:42
Earnings
Sunoco reports Q4 EPS $2.01, may not compare to consensus 35c »

Reports Q4 revenue $3B,…

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  • 22

    Feb

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