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AAPL

Apple

10:18
12/26/17
12/26
10:18
12/26/17
10:18

Rosenblatt sees no evidence of more Apple iPhone production cuts

Taiwanese media reports may be confusing the market and could be referring to previously mentioned iPhone 8/8 Plus production cuts, said Rosenblatt analysts, who added that they find no evidence in their research of further order cuts after the holiday season.

AAPL Apple

12/26/17
LSCM
12/26/17
NO CHANGE
LSCM
Buy
Lake Street says Knowles more likely than Himax to be impacted by Apple weakness
Lake Street analyst Jaeson Schmidt thinks Knowles (KN) is more likely to be impacted by concerns over iPhone X shipment weakness than Himax (HIMX), which is not immune but has the advantage of Android OEMs helping to backfill revenue that may be lost with Apple (AAPL). Amid the reports of concerns over weakness in first quarter iPhone X sales, he has Buy rating on the shares of both of the aforementioned Apple suppliers.
12/21/17
MSCO
12/21/17
NO CHANGE
Target $200
MSCO
Overweight
iPhone X helping Apple accelerate share gains in China, says Morgan Stanley
Morgan Stanley analyst Katy Huberty said new data through the first 16 days of iPhone X availability in China show that adoption of the high-end device is on a faster pace than the iPhone 8 or 8 Plus, which she sees fueling an acceleration of Apple smartphone share gains. The analyst, who also noted that Google Trends data corroborate iPhone strength in China, said Apple remains her top pick entering 2018 and she keeps an Overweight rating on the stock with a $200 price target.
12/19/17
12/19/17
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. Apple (AAPL) downgraded to Neutral from Buy at Nomura Instinet with analyst Jeffrey Kvaal saying the stock's gains for the iPhone X "supercycle are in the late innings." 2. Hanesbrands (HBI) downgraded to Neutral from Buy at Citi with analyst Kate McShane saying the U.S. wholesale environment remains challenging due to declining traffic trends in stores and price-based competition in all channels. 3. PPL Corp. (PPL) downgraded to Underperform from Neutral at Macquarie with analyst Angie Storozynski saying she thinks the next UK regulatory review will result in a meaningful drop in revenues and believes the high dividend debate will come back into focus. 4. Chubb (CB) downgraded to Neutral from Outperform at Credit Suisse with analyst Ryan Tunis noting that while the integration of ACE Limited (ACE)/Chubb has been successful and positions the latter well for the future, the analyst argues that it is difficult for him to solve for much upside to medium term earnings per share and shares with the integration coming to a close in the fourth quarter. 5. KB Home (KBH) downgraded to Underweight from Neutral at JPMorgan with analyst Michael Rehaut citing valuation with the shares up 100% in 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.
12/19/17
NOMU
12/19/17
DOWNGRADE
Target $175
NOMU
Neutral
Nomura downgrades Apple with share gains in 'late innings'
Nomura Instinet analyst Jeffrey Kvaal downgraded Apple to Neutral from Buy and cut his price target for the shares to $175 from $185. The iPhone maker closed yesterday up $2.45 to $176.42. The stock's gains for the iPhone X "supercycle are in the late innings," Kvaal tells investors in a research note. The analyst believes iPhone unit growth is well anticipated by consensus estimates and that Apple's multiple is now "historically full." Kvaal believes now is the time to downgrade the shares but admits Apple's "user base and services growth are powerful tailwinds."

TODAY'S FREE FLY STORIES

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NFLX

Netflix

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BIVV

Bioverativ

$103.79

39.68 (61.89%)

, SNY

Sanofi

$43.20

-1.4 (-3.14%)

18:15
01/22/18
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18:15
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18:15
Downgrade
Bioverativ, Sanofi rating change  »

Bioverativ downgraded to…

BIVV

Bioverativ

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39.68 (61.89%)

SNY

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ECR

Eclipse Resources

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0.05 (2.19%)

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NFLX

Netflix

$227.58

7.12 (3.23%)

18:10
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STLD

Steel Dynamics

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STLD

Steel Dynamics

$46.57

0.15 (0.32%)

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Steel Dynamics reports Q4 EPS 54c excluding items, consensus 52c »

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IMI

Intermolecular

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EXFO

EXFO Inc.

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WHR

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EFSC

Enterprise Financial

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FDEF

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EPIX

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WRLD

World Acceptance

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