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AAOI

Applied Optoelectronics

$40.74

-1.72 (-4.05%)

, AMZN

Amazon.com

$1,152.35

10.78 (0.94%)

08:28
12/07/17
12/07
08:28
12/07/17
08:28

Applied Optoelectronics price target lowered to $60 from $74 at Cowen

Cowen analyst Paul Silverstein lowered his price target on Applied Optoelectronics (AAOI) to $60 from $74 as he sees near-term risks from the 40G transceiver roll-over at Amazon (AMZN). He continues to see the company maintaining it strong position with other key DC customers and expanding into new ones with strong ongoing margins. Silverstein maintained his Outperform rating on Applied Optoelectronics shares.

AAOI

Applied Optoelectronics

$40.74

-1.72 (-4.05%)

AMZN

Amazon.com

$1,152.35

10.78 (0.94%)

  • 07

    Dec

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    Dec

  • 18

    Mar

AAOI Applied Optoelectronics
$40.74

-1.72 (-4.05%)

10/13/17
COWN
10/13/17
NO CHANGE
Target $81
COWN
Outperform
Applied Optoelectronics price target lowered to $81 from $102 at Cowen
Cowen analyst Paul Silverstein lowered his price target on Applied Optoelectronics to $81 from $102 following the company's earnings pre-announcement. He said its announcement fuels concerns regarding the trajectory of its operating model, though he does not see an increased risk in the competitive landscape as his checks show they remain a strong supplier to a fast growing Web 2.0 data center end market. Silverstein maintained his Outperform rating on Applied Optoelectronics shares, which are down about 20% in pre-market trading to $47.25.
11/02/17
COWN
11/02/17
NO CHANGE
COWN
Cowen says Facebook capex step-up positive for Applied Optoelectronics, Arista
Cowen analyst Paul Silverstein said Facebook's (FB) plans to "double" its capital expenditures to $14B from $7B in 2018 represents a significant incremental revenue growth opportunity for optical component and system suppliers, particularly Applied Optoelectronics (AAOI) and Arista Networks (ANET). He thinks Applied is maintaining a strong position at Facebook and would take advantage of weakness in the shares.
11/08/17
DADA
11/08/17
NO CHANGE
Target $69
DADA
Buy
Applied Optoelectronics price target lowered to $69 from $86 at DA Davidson
DA Davidson analyst Mark Kelleher lowered his price target on Applied Optoelectronics (AAOI) to $69 following Q3 results, modeling weaker 40GB/100GB demand into his assumptions for both FY17 and FY18. Kelleher notes that the EPS beat came on the heels of a negative pre-announcement, as the company cited expectations of unexpected weakness from its largest customer Amazon (AMZN). The analyst is keeping his Buy rating on Applied Optoelectronics, saying the company remains well positioned to benefit from the growing dominance of "hyperscale" data centers.
11/08/17
NEED
11/08/17
NO CHANGE
Target $50
NEED
Strong Buy
Applied Optoelectronics price target lowered to $50 from $75 at Needham
Needham analyst Alex Henderson lowered his price target on Applied Optoelectronics to $50 after below-consensus Q4 revenue and gross margin outlook. Henderson says the company does not see a market share shift but did acknowledge the risks of more aggressive pricing amid some ebbing demand. The analyst keeps his Strong Buy rating, saying the temporary inventory imbalance should clean up quickly as the 100G market returns to growth.
AMZN Amazon.com
$1,152.35

10.78 (0.94%)

12/06/17
12/06/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Alibaba (BABA) initiated with a Positive at Susquehanna. 2. WWE (WWE) initiated with an Overweight at JPMorgan. 3. Facebook (FB), Alphabet Class A (GOOGL), and Amazon.com (AMZN) were initiated with an Outperform at Evercore ISI, while Netflix (NFLX) was initiated with an In Line. 4. Applied Materials (AMAT) initiated with an Outperform at Wells Fargo. 5. Delphi Technologies (DLPH) was initiated with an Overweight at Barclays while being initiated with a Neutral at BofA/Merrill and UBS. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
12/07/17
HCWC
12/07/17
NO CHANGE
HCWC
Dentsply tells Wainwright analyst Amazon not authorized distributor
H.C. Wainwright analyst Raghuram Selvaraju spoke with Dentsply Sirona (XRAY) management after a CNBC report yesterday indicated that Amazon (AMZN) has access to dental supplies directly from Dentsply and could start selling medical devices and products directly to dentists. According to Dentsply, Amazon is not an authorized distributor of products manufactured by the company. Further, management added that Dentsply has no intention to do business with Amazon for the foreseeable future. Dental supplies currently sold on Amazon are either secondary gray-market products, or products that are advertised on Amazon but sold by third-party dealers, Dentsply told Selvaraju. The analyst believes Amazon "doesn't possess the expertise or sophistication" in the dental product arena that Patterson (PDCO) and Henry Schein (HSIC) exhibit. As such, Selvaraju sees no incentive for Dentsply Sirona to work with Amazon at the present time. He reiterates a Neutral rating on Dentsply shares with a $68 price target. The shares closed yesterday down 11c to $65.50. Patterson dropped 4% to $34.81 and Henry Schein dropped 5% to $67.58 yesterday on concerns over Amazon competition.
12/07/17
OPCO
12/07/17
NO CHANGE
Target $40
OPCO
Outperform
Oppenheimer bullish on Premier as fear of potential Amazon entry overdone
Oppenheimer analyst Mohan Naidu hosted Premier (PINC) management for meetings which focused on concerns around the potential Amazon (AMZN) threat and growth. While noting that investors are nervous about the latter's potential entry into the healthcare field and medical supplies/Rx, the analyst believes disrupting health system purchasing is unlikely given the high regulatory burden, financial model and more importantly, constant clinical work required to repetitively analyze and drive purchasing decisions. He reiterates an Outperform rating and $40 price target on Premier's shares.
12/07/17
COWN
12/07/17
NO CHANGE
Target $1500
COWN
Outperform
Amazon price target raised to $1,500 from $1,225 at Cowen
Cowen analyst John Blackledge raised his price target on Amazon.com to $1,500 from $1,225 and called it a Best Idea for 2018. The analyst noted its fundamental drivers including B2C e-commerce share gains, emerging e-commerce verticals like B2B, significant international opportunities, and advertising. Blackledge reiterated his Outperform rating on Amazon shares.

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SAIL

SailPoint

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ALB

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KORS

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TPR

Tapestry

$41.28

-0.71 (-1.69%)

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AMZN

Amazon.com

$1,636.70

-75.73 (-4.42%)

20:26
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FHN

First Horizon

$16.09

-0.22 (-1.35%)

20:08
11/12/18
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Upgrade
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TI

Telecom Italia

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0.09 (1.52%)

20:04
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Periodicals
Telecom Italia board to meet on Tuesday to consider CEO ouster, Bloomberg says »

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CVX

Chevron

$117.47

-2.065 (-1.73%)

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$65.20

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Royal Dutch Shell

$62.16

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ATTO

Atento

$5.96

0.075 (1.28%)

19:00
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VKTX

Viking Therapeutics

$11.73

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KEX

Kirby

$74.20

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HUYA

Huya

$18.50

-0.5 (-2.63%)

, MFIN

Medallion Financial

$6.80

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$18.50

-0.5 (-2.63%)

MFIN

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EB

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YRD

Yirendai

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KRNT

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MHLD

Maiden Holdings

$2.40

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SAGE

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$121.50

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OMAB

OMA Airports

$40.18

0.41 (1.03%)

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TEUM

Pareteum

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-0.09 (-4.05%)

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$1.14

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Pareteum to acquire iPass in all-stock transaction »

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NINE

Nine Energy Services

$33.58

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BMWYY

BMW

$0.00

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NVDA

Nvidia

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GLD

SPDR Gold Trust

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TSLA

Tesla

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HUYA

Huya

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GM

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MPVD

Mountain Province Diamonds

$1.42

-0.03 (-2.07%)

17:32
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Mountain Province Diamonds reports Q3 EPS 8c, one estimate 6c »

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HUYA

Huya

$18.50

-0.5 (-2.63%)

17:32
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Breaking Earnings news story on Huya »

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YY

YY

$61.39

-3.34 (-5.16%)

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