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QCOM

Qualcomm

$53.00

-1.12 (-2.07%)

, AAPL

Apple

$156.00

-0.55 (-0.35%)

12:37
10/13/17
10/13
12:37
10/13/17
12:37

Qualcomm asks China to halt production, sale of iPhones, Bloomberg reports

Bloomberg cites lawsuit filings in China.

QCOM

Qualcomm

$53.00

-1.12 (-2.07%)

AAPL

Apple

$156.00

-0.55 (-0.35%)

  • 22

    Oct

  • 02

    Nov

QCOM Qualcomm
$53.00

-1.12 (-2.07%)

09/22/17
RBCM
09/22/17
NO CHANGE
Target $9.5
RBCM
Sector Perform
BlackBerry can use $1.6B of cash on acquisitions, says RBC Capital
RBC Capital analyst Paul Treiber says BlackBerry (BBRY) has $2.36B in cash after the $940M award from Qualcomm (QCOM). The company can use up to $1.6B of the cash on acquisitions, which may be accretive to earnings and the stock price, Treiber tells investors in a research note. He fells an acquisition of a company with organic growth above BlackBerry's targeted 10%-15% software growth "would be a tailwind to BlackBerry's organic growth." Treiber expects in-line Q2 results from BlackBerry on September 28 and keeps a Sector Perform rating on the shares.
09/15/17
09/15/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Dish (DISH) upgraded to Neutral from Sell at Citi with analyst Jason Bazinet saying the valuation seems fair following the recent weakness in the shares. 2. First Solar (FSLR) upgraded to Buy from Hold at Deutsche Bank with analyst Vishal Shah saying channel checks indicate that "robust" U.S. demand is driving module prices higher. 3. Southwest (LUV) upgraded to Overweight from Neutral at JPMorgan with analyst Jamie Baker saying the recent correction in Southwest shares makes for a "compelling" risk-to-reward profile. 4. Qualcomm (QCOM) upgraded to Outperform from Market Perform at Northland with analyst Tom Sepenzis citing 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. 5. Harsco (HSC) upgraded to Buy from Hold at Argus with analyst David Coleman saying cost cutting initiatives, returns on prior investments, and improving end market demand have resulted in above Street results in the first half of 2017. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/15/17
09/15/17
UPGRADE
Target $62.5

Outperform
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.
09/15/17
NORL
09/15/17
UPGRADE
NORL
Outperform
Qualcomm upgraded to Outperform from Market Perform at Northland
AAPL Apple
$156.00

-0.55 (-0.35%)

10/13/17
LEHM
10/13/17
NO CHANGE
Target $161
LEHM
Equal Weight
Apple price target raised to $161 from $146 at Barclays
Barclays analyst Mark Moskowitz raised his price target for Apple to $161 while keeping an Equal Weight rating on the shares. Industry and media "noise" over supply chain constraints impacting iPhone AX volumes are likely to persist into the first half of 2018, Moskowitz tells investors in a research note titled "Bring in 'Da Noise, Bring Up 'Da Margin." This should ease by next year's June quarter, however, setting the stage for bigger year-over-year unit growth as well as higher gross margin trends, the analyst adds.
10/12/17
LSCM
10/12/17
NO CHANGE
Target $13
LSCM
Buy
Lake Street checks confirm Apple supply chain issues impacting Himax
Lake Street analyst Jaeson Schmidt says recent channel checks indicate the "well-rumored" supply chain issues at Apple (AAPL) and pushouts at Android manufacturers could create headwinds the rest of this year for Himax Technologies and cause 2018 to be more second half weighted than originally expected. The analyst, while admitting his upgrade of Himax two weeks ago was premature, keeps a Buy rating on the shares. Himax has not lost these sockets, but rather is being impacted by timetable shifts, Schmidt tells investors in a research note. He still believes the 3D sensing market has the potential to drive significant growth for the company longer-term. The analyst lowered his 2017 earnings per share estimate for Himax to 9c from 12c and 2018 estimate to 30c from 38c.
10/11/17
MSCO
10/11/17
NO CHANGE
Target $199
MSCO
Overweight
Apple target raised to $199 on higher U.S. iPhone estimates at Morgan Stanley
Morgan Stanley analyst Katy Huberty said the firm's smartphone survey conducted after Apple's September product launch showed that iPhone retention and "switcher" rates, or the percentage of non-iPhone users expected to move to an iPhone, have increased from the firm's last check in April. Given the new survey data, the firm's estimate of North American iPhone shipments was raised to 74M from 72M units and, keeping the rest of the world unchanged, that drives its global iPhone upgrade forecast to 268M units from 266M. Noting this increased forecast, along with "surprisingly bullish" Apple Watch demand revealed in the survey, Huberty raised her price target on Apple shares to $199 from $194 and keeps an Overweight rating on the stock.
10/11/17
PIPR
10/11/17
NO CHANGE
Target $196
PIPR
Overweight
Piper teen survey shows Apple remains dominant brand
Piper Jaffray analyst Michael Olson says his firm's s bi-annual teen survey shows Apple's place as the dominant device brand among teens remains intact. Of the over 6,000 teens surveyed, 78% have an iPhone, up from 76% in the spring, and 82% anticipate their next phone to be an iPhone, Olson tells investors in a research note. The Apple Watch was the top smartwatch among teens, garnering 12%, with the Samsung Gear next on the list at 2%, the analyst adds. He maintains an Overweight rating on Apple with a $196 price target.

TODAY'S FREE FLY STORIES

WAC

Walter Investment

$0.51

-0.0056 (-1.09%)

10:24
10/21/17
10/21
10:24
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10:24
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Walter Investment reaches agreement on financial restructuring »

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TMST

TimkenSteel

$17.57

0.19 (1.09%)

10:18
10/21/17
10/21
10:18
10/21/17
10:18
Hot Stocks
Tentative agreement between TimkenSteel, United Steelworkers voted down »

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  • 27

    Oct

AGEN

Agenus

$4.33

-0.14 (-3.13%)

, GSK

GlaxoSmithKline

$40.84

-0.26 (-0.63%)

10:15
10/21/17
10/21
10:15
10/21/17
10:15
Hot Stocks
FDA approves GlaxoSmithKline shingles vaccine with Agenus QS-21 Stimulon »

Agenus (AGEN) has…

AGEN

Agenus

$4.33

-0.14 (-3.13%)

GSK

GlaxoSmithKline

$40.84

-0.26 (-0.63%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 23

    Oct

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    Oct

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    Oct

  • 06

    Nov

MS

Morgan Stanley

$50.68

0.89 (1.79%)

10:06
10/21/17
10/21
10:06
10/21/17
10:06
Periodicals
Another 20% gain in Morgan Stanley stock likely, Barron's says »

In a follow-up story,…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 22

    Oct

  • 23

    Oct

SSNLF

Samsung

10:02
10/21/17
10/21
10:02
10/21/17
10:02
Periodicals
Samsung has lots of upside driven by chips/screens, Barron's says »

Samsung stock is up 50%…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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  • 21

    Oct

  • 22

    Oct

  • 30

    Oct

DLAKY

Lufthansa

$30.28

0.2 (0.66%)

09:56
10/21/17
10/21
09:56
10/21/17
09:56
Periodicals
Lufthansa has more room to climb, Barron's says »

Amid competitor's…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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UAL

United Continental

$59.90

0.12 (0.20%)

, DAL

Delta Air Lines

$53.27

1 (1.91%)

09:51
10/21/17
10/21
09:51
10/21/17
09:51
Periodicals
Market pounds United, sees American/Delta as possibly safe bets, Barron's says »

United Continental's…

UAL

United Continental

$59.90

0.12 (0.20%)

DAL

Delta Air Lines

$53.27

1 (1.91%)

AAL

American Airlines

$51.93

0.42 (0.82%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 22

    Oct

  • 26

    Oct

  • 01

    Nov

CZR

Caesars

$12.20

0.15 (1.24%)

09:45
10/21/17
10/21
09:45
10/21/17
09:45
Periodicals
Caesars looks ready to grow again, Barron's says »

After a disastrous 2008…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 24

    Oct

  • 08

    Nov

DWDP

DowDuPont

$71.18

0.29 (0.41%)

09:40
10/21/17
10/21
09:40
10/21/17
09:40
Periodicals
DowDuPont shares likely to return as much as 30% over next year, Barron's says »

If DowDuPont can cut $3B…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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COH

Coach

$40.35

0.88 (2.23%)

09:29
10/21/17
10/21
09:29
10/21/17
09:29
Periodicals
Coach shares look undervalued, could rise nearly 30%, Barron's says »

Coach, which has…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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CNC

Centene

$96.50

1.8 (1.90%)

, MOH

Molina Healthcare

$64.40

0.76 (1.19%)

09:24
10/21/17
10/21
09:24
10/21/17
09:24
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

CNC

Centene

$96.50

1.8 (1.90%)

MOH

Molina Healthcare

$64.40

0.76 (1.19%)

CI

Cigna

$191.42

3.2 (1.70%)

ANTM

Anthem

$194.69

1.49 (0.77%)

AET

Aetna

$160.84

3.2 (2.03%)

HNT

Health Net

HUM

Humana

$245.81

3.12 (1.29%)

UNH

UnitedHealth

$207.49

4.24 (2.09%)

WCG

WellCare

$180.52

3.28 (1.85%)

CYH

Community Health

$6.44

0.24 (3.87%)

HCA

HCA Healthcare

$81.05

1.26 (1.58%)

LPNT

LifePoint

$58.35

0.5 (0.86%)

THC

Tenet

$14.66

1.31 (9.81%)

UHS

Universal Health

$112.85

2.31 (2.09%)

GOOG

Alphabet

$988.20

3.75 (0.38%)

GOOGL

Alphabet Class A

$1,005.07

3.23 (0.32%)

MSFT

Microsoft

$78.81

0.9 (1.16%)

FB

Facebook

$174.98

0.42 (0.24%)

INTC

Intel

$40.43

0.34 (0.85%)

IBM

IBM

$162.07

1.17 (0.73%)

MAR

Marriott

$115.02

-0.18 (-0.16%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 22

    Oct

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  • 30

    Oct

  • 30

    Oct

  • 31

    Oct

  • 31

    Oct

  • 31

    Oct

  • 31

    Oct

  • 01

    Nov

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    Nov

  • 01

    Nov

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    Nov

  • 02

    Nov

  • 02

    Nov

  • 02

    Nov

  • 03

    Nov

  • 06

    Nov

  • 08

    Nov

  • 08

    Nov

  • 08

    Nov

  • 15

    Nov

  • 15

    Nov

  • 29

    Nov

  • 30

    Nov

  • 18

    Mar

ETFC

E-Trade

$43.20

-0.49 (-1.12%)

08:55
10/21/17
10/21
08:55
10/21/17
08:55
Conference/Events
E-Trade to hold an education day »

Chicago Education Day is…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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  • 21

    Oct

  • 07

    Nov

08:45
10/21/17
10/21
08:45
10/21/17
08:45
General news
Breaking General news story  »

New York Federal Reserve…

FB

Facebook

$174.98

0.42 (0.24%)

, AMZN

Amazon.com

$982.91

-3.7 (-0.38%)

08:25
10/21/17
10/21
08:25
10/21/17
08:25
Periodicals
Regulators inquiries fuel speculation about big tech breakup, Barron's says »

Facebook (FB), Amazon…

FB

Facebook

$174.98

0.42 (0.24%)

AMZN

Amazon.com

$982.91

-3.7 (-0.38%)

GOOG

Alphabet

$988.20

3.75 (0.38%)

GOOGL

Alphabet Class A

$1,005.07

3.23 (0.32%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 22

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    Nov

  • 15

    Nov

  • 29

    Nov

  • 18

    Mar

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

, AIMT

Aimmune

$25.66

-0.06 (-0.23%)

07:58
10/21/17
10/21
07:58
10/21/17
07:58
Hot Stocks
DBV believes FDA suggested continue moving forward with Viaskin »

DBV Technologies (DBVT)…

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

AIMT

Aimmune

$25.66

-0.06 (-0.23%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 06

    Nov

04:55
10/21/17
10/21
04:55
10/21/17
04:55
General news
Breaking General news story  »

New York Federal Reserve…

ETFC

E-Trade

$43.20

-0.49 (-1.12%)

04:55
10/21/17
10/21
04:55
10/21/17
04:55
Conference/Events
E-Trade to hold an education day »

Chicago Education Day is…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 21

    Oct

  • 07

    Nov

19:15
10/20/17
10/20
19:15
10/20/17
19:15
General news
Breaking General news story  »

Federal Reserve Chair…

ATRS

Antares Pharma

$2.18

0.06 (2.83%)

18:59
10/20/17
10/20
18:59
10/20/17
18:59
Hot Stocks
FDA cannot approve Antares Pharma's Xyosted NDA »

Antares Pharma announced…

03/08/13
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03/06/13
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03/06/13
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  • 20

    Oct

18:55
10/20/17
10/20
18:55
10/20/17
18:55
Conference/Events
Federal Reserve Chairperson delivers a lecture at NEC Dinner »

Federal Reserve…

SHIP

Seanergy Marine

$1.24

0.0199 (1.63%)

17:50
10/20/17
10/20
17:50
10/20/17
17:50
Syndicate
Breaking Syndicate news story on Seanergy Marine »

Seanergy Marine files to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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HLI

Houlihan Lokey

$41.56

0.18 (0.43%)

17:49
10/20/17
10/20
17:49
10/20/17
17:49
Syndicate
Breaking Syndicate news story on Houlihan Lokey »

Houlihan Lokey files to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 24

    Oct

GEO

Geo Group

$26.20

0.2 (0.77%)

17:48
10/20/17
10/20
17:48
10/20/17
17:48
Syndicate
Breaking Syndicate news story on Geo Group »

Geo Group files automatic…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 14

    Dec

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

, AIMT

Aimmune

$25.66

-0.06 (-0.23%)

17:37
10/20/17
10/20
17:37
10/20/17
17:37
Hot Stocks
DBV sinks following peanut allergy trial miss, Aimmune soars »

Shares of DBV…

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

AIMT

Aimmune

$25.66

-0.06 (-0.23%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 06

    Nov

KALV

KalVista

$11.26

1.99 (21.47%)

, DBVT

DBV Technologies

$48.07

0.92 (1.95%)

17:24
10/20/17
10/20
17:24
10/20/17
17:24
Hot Stocks
On The Fly: After Hours Movers »

HIGHER: KalVista (KALV),…

KALV

KalVista

$11.26

1.99 (21.47%)

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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