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INTC

Intel

$44.84

0.89 (2.03%)

, ASML

ASML

$175.52

3.08 (1.79%)

07:11
12/01/17
12/01
07:11
12/01/17
07:11

Intel cuts stake in ASML to 4.96%, Reuters reports

Intel (INTC) has decreased its stake in ASML (ASML) to 4.96% following similar moves by Samsung (SSNLF) and TSMC (TSM), Reuters reports, citing a filing published by the Dutch Financial Markets Authority. Intel took a 15% stake in ASML in 2012 as part of a program to assist the company invest in new technology which is currently winding down as ASML's new machinery starts to enter commercial production. Reference Link

INTC

Intel

$44.84

0.89 (2.03%)

ASML

ASML

$175.52

3.08 (1.79%)

SSNLF

Samsung

TSM

TSMC

$39.60

0.19 (0.48%)

INTC Intel
$44.84

0.89 (2.03%)

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.
11/13/17
LEHM
11/13/17
NO CHANGE
Target $55
LEHM
Overweight
Intel price target raised to $55 from $45 at Barclays
Barclays analyst Blayne Curtis raised his price target for Intel shares to $55 and keeps an Overweight rating on the name. Positive drivers are still ahead, including free cash flow improvement from cost controls, improving personal computer trends and the ramping of 10nm, Curtis tells investors in a research note titled "Don't Call It a Comeback; Path to $55."
11/17/17
DAIW
11/17/17
UPGRADE
DAIW
Buy
Intel upgraded to Buy from Outperform at Daiwa
11/17/17
11/17/17
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. L Brands (LB) upgraded to Outperform from Sector Perform at RBC Capital with analyst Brian Tunick saying fundamental improvements are helping Victoria's Secret comps and margins are bouncing off their lows. 2. Nielsen (NLSN) upgraded to Buy from Neutral at Citi with analyst Jason Bazinet saying cost cuts and better sales results will help Nielsen generate better results in 2019 and 2020. 3. Anadarko (APC) upgraded to Outperform from Market Perform at BMO Capital with analyst Phillip Jungwirth saying the company's outlook suggests competitive growth, free cash flow, and shareholder returns over a multi-year span, adding that a WTI crude oil price of $55-$60/barrel can help the company generate a 3.5%-6.5% free cash flow yield by 2020. 4. Intel (INTC) upgraded to Buy from Outperform at Daiwa. 5. Square (SQ) upgraded to Outperform from In Line at Evercore ISI with analyst Stephen Richardson saying he believes Square's new products, with omnichannel capabilities, should help its upmarket progression. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
ASML ASML
$175.52

3.08 (1.79%)

10/12/17
EXAN
10/12/17
UPGRADE
EXAN
Outperform
ASML upgraded to Outperform from Neutral at Exane BNP Paribas
09/18/17
SUSQ
09/18/17
UPGRADE
Target $190
SUSQ
Positive
ASML upgraded to Positive from Neutral at Susquehanna
Susquehanna analyst Mehdi Hosseini upgraded ASML to Positive and raised its price target to $190 from $130 saying it is the best positioned semiconductor capital company to benefit from enabling the sustainability of Moore's Law in Logic/MPU and DRAM, while also helping commercialize new technologies that will compliment existing 3D NAND technology in the future.
07/20/17
RBCM
07/20/17
NO CHANGE
RBCM
ASML price target raised to $155 from $135 at RBC Capital
RBC Capital analyst Amit Daryanani says that ASML reported "impressive" June quarter results and guidance. The analyst says that the company is more positive about the outlook for its EUV products, but he keeps a Sector Perform rating on the stock.
06/23/17
BOFA
06/23/17
NO CHANGE
BOFA
ASML shares could double by 2020, says BofA/Merrill
BofA/Merrill analyst Adithya Metuku says that ASML 's next generation technology, EUV "will underpin the disruptive themes of the next 5-10 years." The analyst says that the shares are undervalued and will rise by more than 50% by 2020 in his base case scenario. Metuku predicts that strong Chinese demand for lithography equipment could enable the stock to double by 2020. Finally, the analyst says that the company could soon receive an EUV order from Samsung. The analyst raised his price target on the shares to EUR165 from EUR140 and keeps a Buy rating on the stock.
SSNLF Samsung

11/27/17
MSCO
11/27/17
DOWNGRADE
MSCO
Equal Weight
Samsung downgraded to Equal Weight from Overweight at Morgan Stanley
Morgan Stanley analyst Shawn Kim downgraded Samsung to Equal Weight with a lowered price target of 2.8M won. NAND prices started to reverse in Q4 while visibility on DRAM supply-demand dynamics has reduced beyond Q1 of 2018, Kim tells investors in a research note. He sees downside risk in Samsung with its memory segment not growing materially next year.
11/10/17
COWN
11/10/17
NO CHANGE
Target $195
COWN
Outperform
Universal Display price target raised to $195 from $155 at Cowen
Cowen analyst Robert Stone raised his price target on Universal Display (OLED) to $195 from $155 as he believes the company is poised for a strong 2018. The analyst cited several triggers, including its multi-year deal with Samsung (SSNLF) and the continued ramp of Apple's (AAPL) iPhone X. Stone reiterated his Outperform rating on Universal Display shares.
11/06/17
PIPR
11/06/17
NO CHANGE
Target $68
PIPR
Overweight
Best Buy setup favorable after Apple, Samsung results, says Piper Jaffray
Piper Jaffray analyst Peter Keith sees a favorable setup for Best Buy (BBY) into next week's Q3 results following earnings reports from Apple (AAPL) and Samsung (SSNLF). Both earnings reports are supportive of potential for comp upside for Best Buy over the coming quarters, Keith tells investors in a pre-earnings research note. He reiterates an Overweight rating on the shares with a $68 price target.
10/13/17
BERN
10/13/17
NO CHANGE
BERN
HP analyst day projected confident tone, says Bernstein
Bernstein analyst A.M. Sacconaghi says yesterday's FY18 guidance at HP Inc (HPQ) analyst day was better than expected, as management struck a "very confident tone". The analyst says there is opportunity for continue revenue growth and margin improvement in the PC business that is already "firing on all cylinders" and believes the FY18 outlook is "realistic to conservative." Sacconaghi also sees potential upside on EPS and FCF thanks to cost reduction and integration of Samsung's (SSNLF) printing business.
TSM TSMC
$39.60

0.19 (0.48%)

11/27/17
11/27/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Square (SQ) downgraded to Sell from Neutral at BTIG with analyst Mark Palmer saying he believes the stock's valuation reflects "emphatic and unimpeded growth" but fails to factor in the risks facing the company from increasing competition from First Data's (FDC) Clover, Vantiv (VNTV) and others. 2. Western Digital (WDC) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Katy Huberty saying she believes the NAND industry is entering a downturn for the first time since early 2016. 3. Norfolk Southern (NSC) downgraded to Sell from Hold at Loop Capital with analyst Rick Paterson saying the company's operating efficiency metrics "look like a bit of a disaster at present." 4. TSMC (TSM) and Himax (HIMX) were downgraded to Equal Weight from Overweight at Morgan Stanley. 5. Buffalo Wild Wings (BWLD) downgraded to Neutral from Buy at UBS with analyst Dennis Geiger saying the risk/reward is more balanced following the recent share rally. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/27/17
MSCO
11/27/17
DOWNGRADE
MSCO
Equal Weight
TSMC, Himax downgraded to Equal Weight at Morgan Stanley
As previously reported, Morgan Stanley analyst Charlie Chan downgraded TSMC (TSM) and Himax (HIMX), both to Equal Weight from Overweight, citing a realignment of his investment preferences in the Greater China Semiconductor segment following relative 2017 outperformance compared to the Taiwan Index. While he expects both companies to benefit from long-term trends - in the case of TSMC, HPC demand, and in the case of Himax, Android 3D sensing - he believes that is now reflected in their stock prices.
11/27/17
MSCO
11/27/17
DOWNGRADE
MSCO
Equal Weight
TSMC downgraded to Equal Weight from Overweight at Morgan Stanley
10/19/17
DAIW
10/19/17
DOWNGRADE
DAIW
Hold
TSMC downgraded to Hold from Outperform at Daiwa

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STLD

Steel Dynamics

$39.85

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MCK

McKesson

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Ameren

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Breaking Syndicate news story on Ameren »

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AKAM

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PG

Procter & Gamble

$91.89

0.89 (0.98%)

PETX

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$5.73

0.15 (2.69%)

HPE

HP Enterprise

$14.41

0.17 (1.19%)

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GRMN

Garmin

$58.36

-1.1 (-1.85%)

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LMT

Lockheed Martin

$322.82

5.81 (1.83%)

17:26
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Lockheed Martin awarded $135.83M government contract »

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PG

Procter & Gamble

$91.89

0.89 (0.98%)

17:19
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Peltz to join Procter & Gamble board effective March 1, 2018 »

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PG

Procter & Gamble

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, NVS

Novartis

$84.86

0.39 (0.46%)

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NVS

Novartis

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SNSS

Sunesis

$3.36

0.16 (5.00%)

17:16
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Sunesis CEO Swisher to resign, Dayton Misfeldt named interim CEO »

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T

AT&T

$38.24

0.5 (1.32%)

, BA

Boeing

$293.94

0.06 (0.02%)

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AT&T CEO Stephenson resigns from Boeing board »

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HPE

HP Enterprise

$14.41

0.17 (1.19%)

17:03
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FSV

FirstService

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ETP

Energy Transfer Partners

$17.50

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AMTD

TD Ameritrade

$51.98

1.1 (2.16%)

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BITCOIN

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  • 13

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HIIQ

Health Insurance Innovations

$26.90

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RM

Regional Management

$24.96

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NBY

NovaBay

$3.35

-0.0668 (-1.96%)

16:50
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Syndicate
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T

AT&T

$38.24

0.5 (1.32%)

, TWX

Time Warner

$90.25

0.6 (0.67%)

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RUN

Sunrun

$6.06

0.2 (3.41%)

16:48
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Breaking Syndicate news story on Sunrun »

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Sunrun

$6.06

0.2 (3.41%)

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Breaking Syndicate news story on Sunrun »

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SINO

Sino-Global

$2.59

0.05 (1.97%)

16:43
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Breaking Syndicate news story on Sino-Global »

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ALN

American Lorain

16:35
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BKH

Black Hills

$60.02

0.55 (0.92%)

16:32
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