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AMD

AMD

$11.17

-0.38 (-3.29%)

09:55
11/29/17
11/29
09:55
11/29/17
09:55

AMD losing share in multiple markets, says Goldman Sachs

Goldman analyst Toshiya Hari said Mercury's (MRCY) Q3 volume and pricing data indicates AMD (AMD) is losing shares. Hari lowered AMD 2019/20 earnings estimates by 11%/8%, respectively, due to disappointing market share performance across multiple markets. Hari views AMD's current risk/reward as negatively skewed and reiterates his Sell rating and lowered his price target to $10.40 from $11.40 on shares.

AMD AMD
$11.17

-0.38 (-3.29%)

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.
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.
11/08/17
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.
11/10/17
JEFF
11/10/17
NO CHANGE
Target $19
JEFF
Buy
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.

TODAY'S FREE FLY STORIES

03:10
12/13/17
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General news
FX Action: USD-CAD has settled in the mid 1.28s »

FX Action: USD-CAD has…

02:35
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General news
FX Update: The dollar took a clobber on U.S. political news »

FX Update: The dollar…

SNY

Sanofi

$43.96

0.26 (0.59%)

02:25
12/13/17
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02:25
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02:25
Conference/Events
Sanofi to hold analyst day »

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IRM

Iron Mountain

$37.80

-2.9 (-7.13%)

19:44
12/12/17
12/12
19:44
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19:44
Syndicate
Iron Mountain 14.5M share Secondary priced at $37.00 »

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  • 13

    Dec

BTC

Bitcoin

, BITCOIN

Bitcoin

19:01
12/12/17
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19:01
Hot Stocks
SEC chairman: Cryptocurrency tech may prove to be 'disruptive' »

SEC chairman Jay Clayton…

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Bitcoin

BITCOIN

Bitcoin

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  • 12

    Dec

STI

SunTrust

$65.54

0.92 (1.42%)

18:57
12/12/17
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18:57
Upgrade
SunTrust rating change at Keefe Bruyette »

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  • 19

    Jan

ZION

Zions Bancorp

$50.46

0.52 (1.04%)

18:55
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18:55
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18:55
Upgrade
Zions Bancorp rating change at Keefe Bruyette »

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PFE

Pfizer

$36.58

0.37 (1.02%)

, CLLS

Cellectis

$24.02

-1.11 (-4.42%)

18:44
12/12/17
12/12
18:44
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18:44
Hot Stocks
Pfizer's, Servier's UCART19 candidate shows high complete remission rate »

Servier, Pfizer (PFE) and…

PFE

Pfizer

$36.58

0.37 (1.02%)

CLLS

Cellectis

$24.02

-1.11 (-4.42%)

03/08/13
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  • 04

    Jan

O

Realty Income

$55.74

0.32 (0.58%)

18:43
12/12/17
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18:43
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18:43
Hot Stocks
Realty Income raises monthly dividend to 21.25c per share from 21.2c »

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WDC

Western Digital

$81.77

0.57 (0.70%)

18:16
12/12/17
12/12
18:16
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18:16
Earnings
Western Digital ups Q2 revenue view to $5.3B from $5.2B-$5.3B, consensus $5.2B »

Sees Q2 gross margin…

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HTLF

Heartland Financial

$50.75

0.6 (1.20%)

18:03
12/12/17
12/12
18:03
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18:03
Hot Stocks
Heartland Financial to acquire FBLB in roughly $185.6M deal »

Heartland Financial USA…

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SMBK

SmartFinancial

$21.82

0.03 (0.14%)

18:03
12/12/17
12/12
18:03
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18:03
Hot Stocks
SmartFinancial and Tennessee Bancshares announce merger agreement »

SmartFinancial, parent…

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WBT

Welbilt

18:00
12/12/17
12/12
18:00
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18:00
Initiation
Welbilt initiated at Barclays »

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VMC

Vulcan Materials

$121.51

-1.41 (-1.15%)

18:00
12/12/17
12/12
18:00
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18:00
Initiation
Vulcan Materials initiated at Barclays »

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  • 12

    Dec

URI

United Rentals

$163.65

-0.17 (-0.10%)

17:59
12/12/17
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17:59
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17:59
Initiation
United Rentals initiated at Barclays »

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TEX

Terex

$46.53

-0.32 (-0.68%)

17:59
12/12/17
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17:59
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Initiation
Terex initiated at Barclays »

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SUM

Summit Materials

$31.19

-0.32 (-1.02%)

17:59
12/12/17
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17:59
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Initiation
Summit Materials initiated at Barclays »

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  • 15

    Dec

MTZ

MasTec

$46.60

-0.25 (-0.53%)

17:58
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17:58
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17:58
Initiation
MasTec initiated at Barclays »

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  • 18

    Dec

MLM

Martin Marietta

$207.25

-1.43 (-0.69%)

17:58
12/12/17
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17:58
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17:58
Initiation
Martin Marietta initiated at Barclays »

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MTW

Manitowoc

$39.30

-0.4 (-1.01%)

17:57
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Initiation
Manitowoc initiated at Barclays »

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LECO

Lincoln Electric

$90.89

-1.4 (-1.52%)

17:56
12/12/17
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17:56
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17:56
Initiation
Lincoln Electric initiated at Barclays »

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JEC

Jacobs Engineering

$68.39

0.01 (0.01%)

17:55
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Initiation
Jacobs Engineering initiated at Barclays »

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HRI

Herc Holdings

$60.94

-0.46 (-0.75%)

17:55
12/12/17
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Initiation
Herc Holdings initiated at Barclays »

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FLR

Fluor

$50.43

0.3 (0.60%)

17:54
12/12/17
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17:54
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17:54
Initiation
Fluor initiated at Barclays »

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DE

Deere

$151.07

-0.26 (-0.17%)

17:54
12/12/17
12/12
17:54
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17:54
Initiation
Deere initiated at Barclays »

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