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MTSI

Macom

$30.36

1.79 (6.27%)

07:24
02/07/18
02/07
07:24
02/07/18
07:24

Macom downgraded to Neutral with reduced $26 target at JPMorgan

JPMorgan analyst Harlan Sur downgraded Macom to Neutral citing a "significantly reduced" forward earnings power outlook driven by push-outs from key cloud data center 100G customer engagements and significant margin pressures within the company's core telecom optical business. Following last night's weaker than expected earnings report the analyst cut his price target for the shares to $26 from $45.

  • 13

    Feb

  • 13

    Feb

MTSI Macom
$30.36

1.79 (6.27%)

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.
01/05/18
DADA
01/05/18
UPGRADE
Target $43
DADA
Buy
Macom upgraded to Buy from Neutral at DA Davidson
DA Davidson analyst Mark Kelleher upgraded Macom to Buy from Neutral and raised his price target to $43 from $32, citing "rapid" adoption of 100GB technology and stabilization in the China business. Kelleher contends the company should be able to maintain mid-teens top and bottom line growth on 100GBP adoption in both the data center and service provider markets. The analyst adds that Macom affirmed its prior indication of early signs of China recovery at the DA Davidson optical conference in late December.
02/07/18
JPMS
02/07/18
DOWNGRADE
JPMS
Neutral
Macom downgraded to Neutral from Overweight at JPMorgan
02/07/18
DADA
02/07/18
NO CHANGE
Target $32
DADA
Buy
Macom price target lowered to $32 from $43 at DA Davidson
DA Davidson analyst Mark Kelleher lowered his price target on Macom to $32, citing a Q1 earnings miss and a compression in gross margins. Kelleher notes that the pressure came from "a market transition from LR4 transceivers to shorter-range CWDM" that "drove pricing of LR4 down significantly". The analyst keeps his Buy rating on Macom however, saying that while the impact of that transition will also be felt in Q2, longer term the ramp of higher-margin Laser/Photonic Integrated Circuit sales should pull gross margins back up towards the company's target of 60%.

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TSE

Trinseo

$81.05

-0.3 (-0.37%)

16:48
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Earnings
Breaking Earnings news story on Trinseo »

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TSE

Trinseo

$81.05

-0.3 (-0.37%)

16:46
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Earnings
Trinseo reports 2017 adjusted EPS $8.13, consensus $7.98 »

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TSE

Trinseo

$81.05

-0.3 (-0.37%)

16:44
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Earnings
Trinseo reports Q4 adjusted EPS $2.14, consensus $2.06 »

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XOM

Exxon Mobil

$76.54

0.33 (0.43%)

16:37
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Exxon Mobil acquires 2.5% stake in BTC oil pipeline, Reuters reports »

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BABA

Alibaba

$183.68

-3.77 (-2.01%)

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Tencent

$58.22

-0.4 (-0.68%)

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Periodicals
Alibaba, Tencent on $10B retail battle, Reuters reports »

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Alibaba

$183.68

-3.77 (-2.01%)

TCEHY

Tencent

$58.22

-0.4 (-0.68%)

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DDAIF

Daimler AG

$90.29

0.37 (0.41%)

16:27
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Mercedes-Benz cars' software designed to pass emissions test, Bloomberg reports »

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AAPL

Apple

$172.43

-0.56 (-0.32%)

16:18
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Periodicals
Apple iPhone losing out to Chinese devices in Asia, WSJ reports »

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BLK

BlackRock

$541.10

0.45 (0.08%)

16:13
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Periodicals
BlackRock upgrades outlook for stocks on earnings momentum, Reuters says »

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FB

Facebook

$177.36

-2.6 (-1.44%)

16:06
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16:06
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Periodicals
Facebook increasing security team size following Russia indictment, Axios says »

Facebook reiterated it is…

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SNHY

Sun Hydraulics

$55.48

-0.74 (-1.32%)

16:02
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Hot Stocks
Sun Hydraulics announces acquisition of Faster Group »

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  • 27

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CCL

Carnival

$69.50

-0.1 (-0.14%)

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Carnival Fascination resumes year-round service from San Juan »

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LUV

Southwest

$58.27

0.09 (0.15%)

15:58
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Southwest Cargo team to begin shipping internationally in spring 2018 »

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PPG

PPG

$116.16

-0.03 (-0.03%)

15:55
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PPG appoints senior business director, mobility »

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CUB

Cubic

15:51
02/19/18
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15:51
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Hot Stocks
Cubic announces semiannual dividend »

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CREE

Cree

$36.71

0.21 (0.58%)

15:48
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Cree names Thomas Wessel as senior vice president of Global Sales and Marketing »

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DB

Deutsche Bank

$16.08

-0.03 (-0.19%)

13:59
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Upgrade
Deutsche Bank rating change at BofA/Merrill »

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MNLO

Menlo Therapeutics

$34.88

-0.44 (-1.25%)

13:59
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Initiation
Menlo Therapeutics initiated at Guggenheim »

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SHPG

Shire

$134.06

-1.24 (-0.92%)

13:58
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Downgrade
Shire rating change at JPMorgan »

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CVR

Chicago Rivet & Machine

$31.62

-0.0725 (-0.23%)

13:48
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Chicago Rivet & Machine announces increase in quarterly cash dividend »

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NBL

Noble Energy

$26.28

-0.09 (-0.34%)

13:46
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Noble announces execution of gas sales agreements for export of gas to Egypt »

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TOT

Total

$57.13

0.29 (0.51%)

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Total signs definitive agreements with Borealis, NOVA Chemicals to form JV »

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SYY

Sysco

$60.00

0.63 (1.06%)

13:39
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Sysco acquires Doerle Food Services »

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SBGI

Sinclair Broadcast

$36.30

-0.95 (-2.55%)

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Comcast

$39.79

-0.29 (-0.72%)

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Sinclair announces renewals of NBC affiliation agreements »

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SBGI

Sinclair Broadcast

$36.30

-0.95 (-2.55%)

CMCSA

Comcast

$39.79

-0.29 (-0.72%)

CMCSK

Comcast

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III

Information Services

$4.24

-0.02 (-0.47%)

13:33
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Hot Stocks
Information Services releases first client-facing mobile app »

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CAT

Caterpillar

$156.29

-3.69 (-2.31%)

13:24
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Tony Fassino appointed vice president of Caterpillar's BCP division »

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