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QCOM

Qualcomm

$65.38

-0.05 (-0.08%)

, AVGO

Broadcom

$264.29

0.79 (0.30%)

10:12
01/13/18
01/13
10:12
01/13/18
10:12

Under hostile takeover, Qualcomm tries offense, Barron's says

Qualcomm (QCOM), which is under a hostile takeover by Broadcom (AVGO), announced new radio frequency business, signaling a greater will to fight back and even go to the offense, Tiernan Ray writes in this week's edition of Barron's. Qualcomm's new business could put pressure on Broadcom and, at the very least, may suggest the latter will have to raise its bid if it hopes to succeed, he adds. Reference Link

QCOM

Qualcomm

$65.38

-0.05 (-0.08%)

AVGO

Broadcom

$264.29

0.79 (0.30%)

  • 06

    Mar

QCOM Qualcomm
$65.38

-0.05 (-0.08%)

12/04/17
KEYB
12/04/17
NO CHANGE
Target $320
KEYB
Overweight
Broadcom price target raised to $320 from $290 at KeyBanc
KeyBanc analyst John Vinh raised his price target for Broadcom (AVGO) to $320 from $290 ahead of quarterly results. The analyst anticipates investor focus will remain on the company's outstanding bid for Qualcomm (QCOM). The analyst believes Broadcom should ultimately be successful in acquiring Qualcomm as he struggles to see how the latter would prevail in a proxy battle. Vinh reiterates an Overweight rating on Broadcom's shares.
12/05/17
NORL
12/05/17
NO CHANGE
Target $18
NORL
Outperform
Himax may see 'fantastic' growth in 2018, says Northland
Northland analyst Tom Sepenzis says Himax (HIMX) could see "fantastic" growth in 2018 if the 3D sensing opportunity plays out the way that management outlined on its last call. While the growth at its large North American customer remains the easiest to quantify, the real opportunity for growth involves the Android handset vendors and the 3D sensing structured light solution developed with Qualcomm (QCOM), he contends. The analyst reiterates an Outperform rating and $18 price target on Himax shares.
12/15/17
OPCO
12/15/17
NO CHANGE
OPCO
Outperform
Broadcom Q2 estimate concerns overblown, says Oppenheimer
After meeting with management, Oppenheimer analyst Rick Schafer believes concerns over the Q2 estimates for Broadcom (AVGO) are overblown. The staggered launches of the two new iPhones creates near-term upside potential, Schafer tells investors in a research note. The company remains his top pick for 2018 with or without Qualcomm (QCOM). He keeps an Outperform rating on the shares with a $315 price target.
12/15/17
JPMS
12/15/17
NO CHANGE
JPMS
JPMorgan sees opportunities in Wireless Semiconductors, prefers Qorvo
JPMorgan analyst Bill Peterson believes the recent pullback in Wireless Semiconductor names, specifically Apple-exposed stocks, creates a good opportunity for investors to take long positions. The analyst sees the most upside in Qorvo (QRVO). He believes fears of production cuts and demand weakness are overblown. The December quarter and outlook for the March quarter are tracking to company expectations that have been built on conservative prospects for smartphone demand, Peterson tells investors in a research note.
AVGO Broadcom
$264.29

0.79 (0.30%)

12/18/17
PIPR
12/18/17
INITIATION
Target $25
PIPR
Overweight
Marvell initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Harsh Kumar initiated Marvell with an Overweight rating and a price target of $25. Kumar says the company has "significant room to run in its turnaround", adding that its storage business will be a significant driver of growth. The analyst also contends that customers will seek an alternative in the Ethernet market and would welcome Marvell products to hedge those of Broadcom (AVGO). Kumar also believes the Cavium acquisition will bring cost synergies and added growth.
12/26/17
RILY
12/26/17
NO CHANGE
RILY
Apple estimates at limited risk after cautious iPhone report, says B. Riley FBR
B. Riley FBR analyst Craig Ellis noted the recent "divergent" reports on iPhone X demand from two Asian sources, namely Digitimes and Taiwan's Economic Daily News, pointing out that Digitimes seemed to imply a positive take about iPhone X forecasts while EDN discussed a post-holiday order cut made by the company to iPhone suppliers. Ellis said he would be opportunistic in adding to positions in some of the Apple supplier stocks being impacted by the EDN report, as he believes fundamentals continue to track toward consensus expectations, with upside possible. Ellis lists Broadcom (AVGO), Skyworks (SWKS), Applied Materials (AMAT) and Lam Research (LRCX) as among the Apple suppliers and semi equipment suppliers on which the firm maintains Buy ratings.
01/08/18
KEYB
01/08/18
DOWNGRADE
KEYB
Sector Weight
Cirrus Logic downgraded to Sector Weight from Overweight at KeyBanc
KeyBanc analyst John Vinh downgraded Cirrus Logic (CRUS) to Sector Weight citing his "disappointment" with the current iPhone cycle and the lack of meaningful content gains until 2019. While iPhone X supply has improved meaningfully and remains very lean, feedback indicates sell-through has been somewhat disappointing, Vinh tells investors in a research note following his monthly surveys. The analyst recommends investors continue to own Apple (AAPL), Broadcom (AVGO) and Skyworks (SWKS).
01/12/18
COWN
01/12/18
NO CHANGE
COWN
Cowen remains cautious near-term on Apple supply chain
Cowen analyst Karl Ackerman said he remains cautious near-term on the Apple (AAPL) supply chain following his review of the iPhone builds for calendar Q4. He said final iPhone builds held up well versus expectations, but he said his work reveals less of a tailwind from new iPhones versus 30 days ago. Ackerman previously cut his estimates on supply chain names Broadcom (AVGO), Qorvo (QRVO), and Skyworks (SWKS) and remains cautious on the names.

TODAY'S FREE FLY STORIES

WLFC

Willis Lease

$26.66

0.05 (0.19%)

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DPS

Dr Pepper Snapple

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1.03 (1.08%)

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RCII

Rent-A-Center

$11.70

0.09 (0.78%)

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AR

Antero Resources

$18.74

-0.59 (-3.05%)

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Recommendations
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T

AT&T

$37.21

0.06 (0.16%)

, TWX

Time Warner

$93.36

0.39 (0.42%)

17:44
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Periodicals
AT&T requesting docs from companies in Time Warner deal hearing, Reuters says »

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T

AT&T

$37.21

0.06 (0.16%)

TWX

Time Warner

$93.36

0.39 (0.42%)

VZ

Verizon

$51.91

0.36 (0.70%)

CMCSA

Comcast

$42.50

0.65 (1.55%)

CMCSK

Comcast

DISH

Dish

$45.26

0.1 (0.22%)

CHTR

Charter

$366.05

0.8 (0.22%)

DIS

Disney

$110.59

0.17 (0.15%)

VIA

Viacom

$39.20

-0.5 (-1.26%)

VIAB

Viacom

$33.36

-0.59 (-1.74%)

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    Feb

GRPN

Groupon

$5.57

0.46 (9.00%)

17:44
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Groupon announces Chief Product Officer Jay Sullivan resigns »

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CELG

Celgene

$102.65

0.93 (0.91%)

17:41
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VALU

Value Line

$19.60

0.3 (1.55%)

17:40
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Value Line reaffirms $3M stock repurchase program »

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VALU

Value Line

$19.60

0.3 (1.55%)

17:39
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Value Line declares special dividend of 20c per share »

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ZEAL

Zealand Pharma

$15.05

-0.78 (-4.93%)

17:34
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GNMSF

Genmab

$190.75

2.75 (1.46%)

, JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

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Genmab says FDA grants priority review for daratumumab »

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GNMSF

Genmab

$190.75

2.75 (1.46%)

JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

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  • 19

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HII

Huntington Ingalls

$242.12

5.24 (2.21%)

17:21
01/19/18
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Huntington Ingalls awarded $125.2M government contract modification »

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  • 15

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BAESY

BAE Systems

$33.30

0.18 (0.54%)

, GD

General Dynamics

$209.10

1.3 (0.63%)

17:20
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BAE Systems, General Dynamics awarded $237.6M government contract modification »

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BAESY

BAE Systems

$33.30

0.18 (0.54%)

GD

General Dynamics

$209.10

1.3 (0.63%)

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  • 24

    Jan

SYRS

Syros Pharmaceuticals

$10.80

0.27 (2.56%)

17:17
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Syndicate
Breaking Syndicate news story on Syros Pharmaceuticals »

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WTFC

Wintrust Financial

$87.81

0.96 (1.11%)

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  • 23

    Jan

TWTR

Twitter

$23.66

-0.38 (-1.58%)

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ITEK

Inotek Pharmaceuticals

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OIS

Oil States

$32.80

0.35 (1.08%)

17:03
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Breaking Syndicate news story on Oil States »

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AVGO

Broadcom

$266.39

-3.41 (-1.26%)

, QCOM

Qualcomm

$68.04

-0.01 (-0.01%)

16:43
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16:43
Hot Stocks
Broadcom receives second request from FTC for proposed Qualcomm deal »

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AVGO

Broadcom

$266.39

-3.41 (-1.26%)

QCOM

Qualcomm

$68.04

-0.01 (-0.01%)

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  • 06

    Mar

TRNC

tronc

$19.53

0.3 (1.56%)

16:37
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AP

Ampco-Pittsburgh

$14.20

0.15 (1.07%)

16:35
01/19/18
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Breaking Syndicate news story on Ampco-Pittsburgh »

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  • 29

    Mar

CG

Carlyle Group

$24.35

-0.05 (-0.20%)

, UBSH

Union Bankshares

$38.79

0.54 (1.41%)

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CG

Carlyle Group

$24.35

-0.05 (-0.20%)

UBSH

Union Bankshares

$38.79

0.54 (1.41%)

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  • 23

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ANDX

Andeavor Logistics

$52.52

0.12 (0.23%)

16:31
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Andeavor Logistics raises quarterly cash distribution to $1.00 per unit »

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  • 16

    Feb

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Options
Preliminary option volume of 22.8M today »

Preliminary option volume…

TRNC

tronc

$19.53

0.3 (1.56%)

16:26
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Periodicals
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