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AMD

AMD

$11.12

-0.59 (-5.04%)

08:25
11/10/17
11/10
08:25
11/10/17
08:25

Jefferies says good intellectual property makes AMD undervalued

In a research note titled "What's Good IP Going For These Days?," Jefferies analyst Mark Lipacis says recent acquisitions of semiconductor companies with good intellectual property, such as ARM, Mobileye and Linear Technology, have garnered enterprise-to-sales multiples of five to 27 times. With an enterprise-to-sales ratio of two times, AMD looks undervalued, Lipacis contends. He believes the company has a "unique" combination of intellectual property in x86 and GPUs. The analyst keeps a Buy rating on AMD with a $19 price target. The chipmaker closed yesterday down 59c to $11.12.

  • 15

    Nov

  • 27

    Nov

AMD AMD
$11.12

-0.59 (-5.04%)

11/08/17
STFL
11/08/17
NO CHANGE
STFL
Stifel says Intel purported hiring of AMD exec furthers competition with Nvidia
Commenting on reports that Raja Koduri, the head of AMD's (AMD) Radeon Technologies Group, is leaving the company and speculation that he would join Intel (INTC), Stifel analyst Kevin Cassidy said that, if true, this news points toward Intel working to build a stronger GPU and general purpose parallel processor to compete with Nvidia (NVDA). The analyst, who said "Intel is clearly not going to let Nvidia run away with the AI market," views Intel's developing strategy as positive for AMD too.
11/07/17
ADAM
11/07/17
NO CHANGE
Target $20
ADAM
Buy
AMD GPU deal with Intel adds upside optionality, says Canaccord
Canaccord analyst Matthew Ramsay noted AMD (AMD) announced a semi-custom deal with Intel (INTC) for the use of AMD's Vega GPU on Intel's multi-chip package for the notebook market. The analyst sees this as further solidifying the ability of AMD to monetize its intellectual property, which is consistent with his long-term thesis. Ramsay believes the risk/reward remains tilted to the upside and he reiterated his Buy rating and $20 price target on AMD shares.
11/05/17
OPCO
11/05/17
NO CHANGE
OPCO
Perform
Cryptocurrency should provide lift to Nvidia Q3 results, says Oppenheimer
Ahead of Nvidia's (NVDA) Q3 results on Thursday, Oppenheimer analyst Rick Schafer sees upside to consensus estimates, driven by continued data center and gaming momentum. Additionally, the analyst believes cryptocurrency should provide a lift to Q3 results, but he expects management to continue to take a conservative tone when forecasting this volatile vertical. Competitively, Schafer does not see any material pressure from AMD's (AMD) Radeon Instinct server accelerators, or high-end Vega PC GPUs. Nonetheless, the analyst reiterates an Perform rating on Nvidia's as expectations are running high.
10/30/17
10/30/17
DOWNGRADE
Target $8

Underweight
Morgan Stanley cuts AMD to Underweight as cryptocurrency gains seen fading
As previously reported, Morgan Stanley analyst Joseph Moore downgraded AMD to Underweight from Equal Weight. Moore said he has been "somewhat cynical" on the stock due to valuation, but he maintained an Equal Weight rating until now as his earnings estimates were above consensus. However, while the consensus view has climbed to his level the fundamental outlook is less robust as microprocessor momentum has been slow to build and he expects cryptocurrency gains to gradually fade from here. The analyst, who also expects consoles to decline and graphics to be "flattish," lowered his price target on AMD shares to $8 from $11.

TODAY'S FREE FLY STORIES

CYTK

Cytokinetics

$8.25

-2.85 (-25.68%)

07:48
11/22/17
11/22
07:48
11/22/17
07:48
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Cytokinetics rating change  »

Cytokinetics downgraded…

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CRM

Salesforce

$108.80

1.43 (1.33%)

07:46
11/22/17
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07:46
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Salesforce analyst commentary  »

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07:45
11/22/17
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07:45
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07:45
General news
U.S. MBA mortgage market index rose 0.1% »

U.S. MBA mortgage market…

CYTK

Cytokinetics

$8.25

-2.85 (-25.68%)

07:43
11/22/17
11/22
07:43
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07:43
Recommendations
Cytokinetics analyst commentary  »

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DE

Deere

$139.23

2.31 (1.69%)

07:43
11/22/17
11/22
07:43
11/22/17
07:43
Technical Analysis
Technical View: Deere at new 52-week high after results beat expectations »

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CRM

Salesforce

$108.80

1.43 (1.33%)

07:42
11/22/17
11/22
07:42
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07:42
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Salesforce analyst commentary  »

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07:40
11/22/17
11/22
07:40
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07:40
General news
Treasury Market Outlook: longer dated bond yields are modestly higher »

Treasury Market Outlook:…

AXTA

Axalta Coating

$33.87

0.33 (0.98%)

07:39
11/22/17
11/22
07:39
11/22/17
07:39
Technical Analysis
Technical View: Axalta Coating up on Nippon Paint takeover talks »

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CRM

Salesforce

$108.80

1.44 (1.34%)

07:39
11/22/17
11/22
07:39
11/22/17
07:39
Recommendations
Salesforce analyst commentary  »

Canaccord has 'no…

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OSUR

OraSure

$16.55

2.59 (18.55%)

07:36
11/22/17
11/22
07:36
11/22/17
07:36
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OraSure analyst commentary  »

OraSure contract win…

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GME

GameStop

$16.73

0.29 (1.76%)

07:35
11/22/17
11/22
07:35
11/22/17
07:35
Technical Analysis
Technical View: GameStop trades higher after earnings and outlook »

The stock was last up…

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NUAN

Nuance

$14.67

0.15 (1.03%)

07:35
11/22/17
11/22
07:35
11/22/17
07:35
Recommendations
Nuance analyst commentary  »

In-line guidance likely…

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  • 28

    Nov

AAPL

Apple

$173.14

3.16 (1.86%)

, BAC

Bank of America

$26.73

-0.01 (-0.04%)

07:35
11/22/17
11/22
07:35
11/22/17
07:35
Options
Unusual call flow in option market yesterday »

Notable call activity was…

AAPL

Apple

$173.14

3.16 (1.86%)

BAC

Bank of America

$26.73

-0.01 (-0.04%)

MU

Micron

$49.40

1.76 (3.69%)

T

AT&T

$34.33

-0.31 (-0.89%)

ORCL

Oracle

$48.63

-0.39 (-0.80%)

AKS

AK Steel

$4.85

0.22 (4.75%)

PG

Procter & Gamble

$88.72

0.45 (0.51%)

TRIP

TripAdvisor

$32.81

2.33 (7.64%)

PEP

PepsiCo

$116.05

1.14 (0.99%)

PAGP

Plains GP Holdings

$20.48

-0.41 (-1.96%)

03/08/13
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EKSO

Ekso Bionics

$4.13

1.21 (41.44%)

07:33
11/22/17
11/22
07:33
11/22/17
07:33
Technical Analysis
Technical View: Ekso Bionics trades sharply higher, edging 52-week high »

The stock was last up…

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NTNX

Nutanix

$30.20

0.5 (1.68%)

07:32
11/22/17
11/22
07:32
11/22/17
07:32
Initiation
Nutanix initiated  »

Nutanix initiated with a…

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HPE

HP Enterprise

$14.12

0.03 (0.21%)

07:32
11/22/17
11/22
07:32
11/22/17
07:32
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HP Enterprise analyst commentary  »

HP Enterprise CEO…

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GE

General Electric

$17.83

-0.15 (-0.83%)

, DKS

Dick's Sporting

$28.58

-0.52 (-1.79%)

07:30
11/22/17
11/22
07:30
11/22/17
07:30
Options
Unusual put flow in option market yesterday »

Notable put activity was…

GE

General Electric

$17.83

-0.15 (-0.83%)

DKS

Dick's Sporting

$28.58

-0.52 (-1.79%)

ROST

Ross Stores

$72.67

-0.07 (-0.10%)

ILG

ILG

$28.11

-0.5 (-1.75%)

03/08/13
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  • 29

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DLTR

Dollar Tree

$99.46

2.35 (2.42%)

07:29
11/22/17
11/22
07:29
11/22/17
07:29
Recommendations
Dollar Tree analyst commentary  »

Dollar Tree price target…

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07:28
11/22/17
11/22
07:28
11/22/17
07:28
General news
Futures above fair value ahead of holiday »

Stock futures are…

SHOO

Steven Madden

$39.80

-0.6 (-1.49%)

07:28
11/22/17
11/22
07:28
11/22/17
07:28
Conference/Events
Steven Madden management to meet with Buckingham »

Meeting to be held in New…

03/08/13
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  • 28

    Nov

BURL

Burlington Stores

$104.94

-1.61 (-1.51%)

07:25
11/22/17
11/22
07:25
11/22/17
07:25
Recommendations
Burlington Stores analyst commentary  »

Burlington Stores price…

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RLH

Red Lion Hotels

$8.55

0.1 (1.18%)

07:24
11/22/17
11/22
07:24
11/22/17
07:24
Conference/Events
Red Lion Hotels management to meet with Craig Hallum »

Meetings to be held in…

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  • 06

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TIVO

TiVo

$17.65

0.15 (0.86%)

, CMCSA

Comcast

$36.42

0.59 (1.65%)

07:24
11/22/17
11/22
07:24
11/22/17
07:24
Recommendations
TiVo, Comcast, Comcast analyst commentary  »

TiVo ITC win raises odds…

TIVO

TiVo

$17.65

0.15 (0.86%)

CMCSA

Comcast

$36.42

0.59 (1.65%)

CMCSK

Comcast

03/08/13
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ADBE

Adobe

$184.15

1.81 (0.99%)

07:22
11/22/17
11/22
07:22
11/22/17
07:22
Recommendations
Adobe analyst commentary  »

Adobe price target raised…

03/08/13
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PSTI

Pluristem

$1.51

0.05 (3.42%)

07:20
11/22/17
11/22
07:20
11/22/17
07:20
Conference/Events
Pluristem management to meet with Seaport Global »

Meetings to be held in…

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