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QCOM

Qualcomm

$65.38

-0.05 (-0.08%)

14:25
01/16/18
01/16
14:25
01/16/18
14:25

Qualcomm call volume above normal and directionally bullish

Bullish option flow detected in Qualcomm with 79,902 calls trading, 6x expected, and implied vol increasing over 2 points to 29.30%. Apr-18 72.5 calls and Apr-18 55 puts are the most active options, with total volume in those strikes near 32,200 contracts. The Put/Call Ratio is 0.36. Earnings are expected on January 31st.

QCOM Qualcomm
$65.38

-0.05 (-0.08%)

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.
01/16/18
NOMU
01/16/18
UPGRADE
Target $75
NOMU
Buy
Qualcomm upgraded to Buy from Neutral at Nomura Instinet
Nomura Instinet analyst Romit Shah upgraded Qualcomm (QCOM) to Buy and raised his price target for the shares to $75 from $58. The chipmaker closed Friday down 5c to $65.38. With Broadcom's (AVGO) hostile takeover attempt now analogous to a "gun to the head," Qualcomm management is likely to more aggressively focus on driving shareholder value in order to remain a standalone franchise, Shah tells investors in a research note. He believes potential drivers include closing the NXP Semiconductors (NXPI) acquisition and settling the legal dispute with Apple (AAPL). He sees these catalysts played out over the next two quarters.
01/16/18
01/16/18
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. Qualcomm (QCOM) upgraded to Buy from Neutral at Nomura Instinet with analyst Romit Shah saying with Broadcom's (AVGO) hostile takeover attempt now analogous to a "gun to the head," Qualcomm management is likely to more aggressively focus on driving shareholder value in order to remain a standalone franchise. 2. Twitter (TWTR) upgraded to Buy from Sell at Aegis with analyst Victor Anthony saying he believes 2018 will be an inflection point in owned and operated advertising for Twitter and he sees a return to double-digit growth in that area in 2019. 3. Procter & Gamble (PG) upgraded to Neutral from Sell at Goldman Sachs with analyst Jason English saying he no longer sees enough downside to estimates to drive material underperformance for the stock. 4. Northrop Grumman (NOC) and Curtiss-Wright (CW) were upgraded to Outperform from Market Perform at Wells Fargo. 5. Ciena (CIEN) was upgraded to Buy from Neutral at Goldman Sachs, while Adtran (ADTN) was upgraded to Neutral from Sell. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

ALSWF

Absolute Software

06:11
02/21/18
02/21
06:11
02/21/18
06:11
Conference/Events
Absolute Software management to meet with Oppenheimer »

Meeting to be held in…

03/08/13
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03/08/13
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  • 21

    Feb

ABMD

Abiomed

$270.48

2.74 (1.02%)

06:10
02/21/18
02/21
06:10
02/21/18
06:10
Conference/Events
Abiomed management to meet with Piper Jaffray »

Meeting to be held in New…

03/08/13
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03/08/13
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  • 21

    Feb

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    Mar

ERII

Energy Recovery

$7.55

-0.25 (-3.21%)

06:10
02/21/18
02/21
06:10
02/21/18
06:10
Hot Stocks
Energy Recovery awarded $6.2M for desalination projects in Saudi Arabia »

Energy Recovery announced…

03/08/13
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  • 26

    Feb

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    May

VLKAY

Volkswagen

$41.00

-1.54 (-3.62%)

06:10
02/21/18
02/21
06:10
02/21/18
06:10
Periodicals
Volkswagen, German union IG Metall reach wage agreement, Reuters reports »

Volkswagen and German…

03/08/13
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INOV

Inovalon

06:09
02/21/18
02/21
06:09
02/21/18
06:09
Recommendations
Inovalon analyst commentary  »

Inovalon guidance leaves…

03/08/13
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  • 26

    Feb

SLCA

U.S. Silica

$30.75

-0.8 (-2.54%)

06:08
02/21/18
02/21
06:08
02/21/18
06:08
Earnings
U.S. Silica reports Q4 EPS 89c, consensus 54c »

Reports Q4 revenue…

03/08/13
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03/08/13
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  • 21

    Feb

  • 30

    May

DDAIF

Daimler AG

$86.88

-3.41 (-3.78%)

06:08
02/21/18
02/21
06:08
02/21/18
06:08
Periodicals
Daimler aims to begin serial production of eActros truck in 2021, Reuters says »

Daimler plans to commence…

03/08/13
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03/08/13
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03/06/13
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AGI

Alamos Gold

$5.37

-0.25 (-4.45%)

06:07
02/21/18
02/21
06:07
02/21/18
06:07
Hot Stocks
Alamos Gold reports 2017 year-end mineral reserves up 28% »

Alamos Gold reported its…

03/08/13
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  • 22

    Feb

INOV

Inovalon

06:06
02/21/18
02/21
06:06
02/21/18
06:06
Earnings
Inovalon sees 2018 EPS 31c-35c, consensus 36c »

Sees 2018 revenue…

03/08/13
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  • 26

    Feb

UTHR

United Therapeutics

$134.96

0.03 (0.02%)

06:05
02/21/18
02/21
06:05
02/21/18
06:05
Earnings
United Therapeutics reports Q4 EPS $3.89, consensus $3.89 »

Reports Q4 revenue…

03/08/13
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03/08/13
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  • 21

    Feb

CLNE

Clean Energy

$1.43

-0.03 (-2.05%)

06:05
02/21/18
02/21
06:05
02/21/18
06:05
Hot Stocks
Clean Energy, HTA announce a new partnership »

The Harbor Trucking…

03/08/13
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  • 13

    Mar

JELD

Jeld-Wen

$37.64

0.09 (0.24%)

06:03
02/21/18
02/21
06:03
02/21/18
06:03
Earnings
Jeld-Wen sees 2018 revenue growth 8.0%-11.0%, consensus $4.09B »

Sees 2018 adjusted EBITDA…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 21

    Feb

  • 21

    Feb

  • 28

    Mar

T

AT&T

$36.77

-0.37 (-1.00%)

, CHTR

Charter

$358.77

-6.89 (-1.88%)

06:03
02/21/18
02/21
06:03
02/21/18
06:03
Periodicals
FCC expected to publish reversal of net neutrality rules, Reuters reports »

The FCC is expected to…

T

AT&T

$36.77

-0.37 (-1.00%)

CHTR

Charter

$358.77

-6.89 (-1.88%)

CMCSA

Comcast

$39.47

-0.32 (-0.80%)

CMCSK

Comcast

VZ

Verizon

$48.92

-1.23 (-2.45%)

NFLX

Netflix

$278.55

0.03 (0.01%)

GOOG

Alphabet

$1,102.46

7.66 (0.70%)

GOOGL

Alphabet Class A

$1,103.59

8.09 (0.74%)

AMZN

Amazon.com

$1,468.35

19.66 (1.36%)

FB

Facebook

$176.01

-1.35 (-0.76%)

TWTR

Twitter

$32.84

-0.22 (-0.67%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 23

    Feb

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    Feb

  • 26

    Feb

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

  • 28

    Feb

  • 01

    Mar

  • 01

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  • 05

    Mar

  • 06

    Mar

  • 07

    Mar

  • 18

    Mar

  • 20

    Mar

CVEO

Civeo

$3.34

-0.03 (-0.89%)

06:03
02/21/18
02/21
06:03
02/21/18
06:03
Hot Stocks
Civeo receives approval for pending acquisition of Noralta Lodge »

Civeo announced that it…

03/08/13
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  • 22

    Feb

PTEN

Patterson-UTI

$17.96

-0.13 (-0.72%)

06:03
02/21/18
02/21
06:03
02/21/18
06:03
Hot Stocks
Patterson-UTI acquires Superior QC »

Patterson-UTI announced…

03/08/13
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JELD

Jeld-Wen

$37.64

0.09 (0.24%)

06:01
02/21/18
02/21
06:01
02/21/18
06:01
Earnings
Jeld-Wen reports Q4 adjusted EPS 26c, consensus 42c »

Reports Q4 revenue…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 21

    Feb

  • 21

    Feb

  • 28

    Mar

AMZN

Amazon.com

$1,468.35

19.66 (1.36%)

06:00
02/21/18
02/21
06:00
02/21/18
06:00
Periodicals
Amazon tried to buy smart lock maker August Home for $100M, The Information says »

Amazon tried to buy smart…

03/08/13
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03/08/13
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03/06/13
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  • 26

    Feb

  • 18

    Mar

VRX

Valeant

$18.58

-0.3 (-1.59%)

, TEVA

Teva

$19.98

-0.92 (-4.40%)

05:55
02/21/18
02/21
05:55
02/21/18
05:55
Recommendations
Valeant, Teva analyst commentary  »

Deutsche sees rifamycin…

VRX

Valeant

$18.58

-0.3 (-1.59%)

TEVA

Teva

$19.98

-0.92 (-4.40%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 28

    Feb

  • 13

    May

  • 18

    Jun

  • 27

    Aug

BT

BT Group

$16.24

0.05 (0.31%)

05:49
02/21/18
02/21
05:49
02/21/18
05:49
Upgrade
BT Group rating change  »

BT Group upgraded to Hold…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 01

    Mar

VLVLY

Volvo AB

$19.42

-0.03 (-0.15%)

05:47
02/21/18
02/21
05:47
02/21/18
05:47
Initiation
Volvo AB initiated  »

Volvo AB initiated with a…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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TSE

Trinseo

$78.85

-2.2 (-2.71%)

05:44
02/21/18
02/21
05:44
02/21/18
05:44
Recommendations
Trinseo analyst commentary  »

Trinseo valuation…

03/08/13
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03/08/13
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03/06/13
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NBL

Noble Energy

$29.12

2.84 (10.81%)

05:42
02/21/18
02/21
05:42
02/21/18
05:42
Recommendations
Noble Energy analyst commentary  »

Noble Energy price target…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

05:40
02/21/18
02/21
05:40
02/21/18
05:40
General news
FX Action: USD-CAD clocked a 12-day high »

FX Action: USD-CAD…

PTLA

Portola Pharmaceuticals

$48.22

0.53 (1.11%)

05:34
02/21/18
02/21
05:34
02/21/18
05:34
Recommendations
Portola Pharmaceuticals analyst commentary  »

Portola selloff overdone…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 28

    Feb

  • 04

    May

MRK

Merck

$54.98

-1.31 (-2.33%)

05:34
02/21/18
02/21
05:34
02/21/18
05:34
Hot Stocks
Merck to acquire Viralytics for about $394M »

Merc and Viralytics…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 08

    Mar

  • 25

    Mar

  • 03

    Apr

  • 04

    Apr

  • 23

    Apr

  • 23

    Apr

  • 23

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