Breaking News Instant updates and real-time market news.

AMAT

Applied Materials

$51.96

2.41 (4.86%)

06:08
02/15/18
02/15
06:08
02/15/18
06:08

Applied Materials price target raised to $70 from $65 at Deutsche Bank

Deutsche Bank analyst Sidney Ho raised his price target for Applied Materials to $70 saying the company last night delivered a beat and raise as he expected. While management did not provide a point estimate for 2018 WFE, their comment that a WFE of $50B or more in the near term is consistent with peers, Ho tells investors in a post-earnings research note. He raised his estimates for Applied Materials and keeps a Buy rating on the shares.

  • 15

    Feb

  • 21

    Feb

  • 22

    Feb

  • 26

    Feb

  • 30

    May

AMAT Applied Materials
$51.96

2.41 (4.86%)

01/29/18
STFL
01/29/18
NO CHANGE
Target $66
STFL
Buy
Applied Materials 'bear' concerns overblown, says Stifel
Stifel analyst Patrick Ho believes some of the "bear" concerns about Applied Materials and the semiconductor capital equipment industry are "overblown and even misguided," as he contends that industry "cycles" are a thing of the past given the consolidation of chipmakers and the emergence of new markets driving wafer fab equipment. Despite bears' persistent view, he also continue to argue that 2018 will not see a memory oversupply situation, he tells investors. Ho, who sees Applied as well positioned to outperform the industry, keeps a Buy rating and $66 price target on the shares and views the pullback in the stock as a buying opportunity.
01/30/18
DADA
01/30/18
NO CHANGE
Target $100
DADA
Buy
Advanced Energy customers'' comments suggest strong Q4, sayst DA Davidson
DA Davidson analyst Thomas Diffely previews Advanced Energy's (AEIS) Q4 earnings expected out this week, saying that "bullish industry comments" from the company's largest customers - Applied Materials (AMAT) and Lam Research (LRCX) - suggest that the "record 2017" year had a strong finish and 2018 is shaping up even better. Diffely contends that the shipments guidance from Lam Research and the recent strong equipment orders from TSMC (TSM) all bode well for the core semiconductor business, keeping his Buy rating and $100 price target on Advanced Energy.
01/30/18
STFL
01/30/18
NO CHANGE
STFL
Buy
Stifel remains bullish on Applied Materials, sees buying opportunity
Stifel analyst Patrick Ho notes that Tokyo Electron, a leading supplier of semiconductor and display equipment, reported December quarter results and not surprisingly provided industry forecasts that once again support his view of a strong WFE and display equipment spending environment. The analyst is also incrementally more positive on these trends continuing into 2019, and believes the continued pullback in the group represents a buying opportunity for some of his most preferred names. On the large cap side, Ho continues to favor Applied Materials (AMAT), while on the small cap side, his most preferred name is MKS Instruments (MKSI). The analyst reiterates a Buy rating on both names.
02/02/18
STFL
02/02/18
NO CHANGE
STFL
Apple won't be dominant catalyst for semi, display spending, says Stifel
Stifel analyst Patrick Ho believes Apple (AAPL) will remain a key catalyst, but not the dominant catalyst, for semiconductor and display spending, citing the emerging market opportunities in many different markets, such as data centers, artificial intelligence, autonomous driving, cryptocurrency, and VR/AR. Ho said he remains "steadfast" in the view that Applied Materials (AMAT) is the best positioned company to benefit from these emerging semi and display trends, given its positioning in terms of 3D NAND and strength in the foundry segment. He also sees Lam Research (LRCX) benefiting on the memory front and KLA-Tencor (KLAC) on the advanced foundry/logic front and views suppliers like MKS Instruments (MKSI) and Entegris (ENTG) as also poised to benefit.

TODAY'S FREE FLY STORIES

10:01
12/17/18
12/17
10:01
12/17/18
10:01
General news
Housing Market Index data reported »

December Housing Market…

UGAZ

VelocityShares 3x Long Natural Gas ETN

$84.44

-7.56 (-8.22%)

10:00
12/17/18
12/17
10:00
12/17/18
10:00
Hot Stocks
VelocityShares 3x Long Natural Gas ETN falls -8.3% »

VelocityShares 3x Long…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CNC

Centene

$116.87

-10.68 (-8.37%)

10:00
12/17/18
12/17
10:00
12/17/18
10:00
Hot Stocks
Centene falls -8.4% »

Centene is down -8.4%, or…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 05

    Feb

MOH

Molina Healthcare

$111.84

-19.88 (-15.09%)

10:00
12/17/18
12/17
10:00
12/17/18
10:00
Hot Stocks
Molina Healthcare falls -14.7% »

Molina Healthcare is down…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

BBD

Banco Bradesco

$9.67

-0.08 (-0.82%)

10:00
12/17/18
12/17
10:00
12/17/18
10:00
Options
Bearish option flow in Banco Bradesco »

Bearish option flow in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

DGAZ

VelocityShares 3x Inv Natural Gas ETN

$84.90

6.21 (7.89%)

10:00
12/17/18
12/17
10:00
12/17/18
10:00
Hot Stocks
VelocityShares 3x Inv Natural Gas ETN rises 8.1% »

VelocityShares 3x Inv…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CDE

Coeur Mining

$4.13

0.31 (8.12%)

10:00
12/17/18
12/17
10:00
12/17/18
10:00
Hot Stocks
Coeur Mining rises 8.7% »

Coeur Mining is up 8.7%,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AGI

Alamos Gold

$3.24

0.275 (9.27%)

10:00
12/17/18
12/17
10:00
12/17/18
10:00
Hot Stocks
Alamos Gold rises 9.1% »

Alamos Gold is up 9.1%,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

DFFN

Diffusion Pharmaceuticals

$2.89

0.02 (0.70%)

09:59
12/17/18
12/17
09:59
12/17/18
09:59
Hot Stocks
Diffusion Pharmaceuticals awarded patent for use of TSC in conjuction with tPA »

Diffusion Pharmaceuticals…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

IP

International Paper

$42.41

-0.98 (-2.26%)

09:57
12/17/18
12/17
09:57
12/17/18
09:57
Options
International Paper put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

HUM

Humana

$298.75

-1.66 (-0.55%)

, UNH

UnitedHealth

$258.80

-6.26 (-2.36%)

09:56
12/17/18
12/17
09:56
12/17/18
09:56
On The Fly
Healthcare, hospital stocks slide as judge rules ACA 'unconstitutional' »

Major healthcare and…

HUM

Humana

$298.75

-1.66 (-0.55%)

UNH

UnitedHealth

$258.80

-6.26 (-2.36%)

CNC

Centene

$115.98

-11.57 (-9.07%)

AET

Aetna

$0.00

(0.00%)

ANTM

Anthem

$268.16

-7.43 (-2.70%)

CI

Cigna

$199.97

-5.37 (-2.62%)

HNT

Health Net

$0.00

(0.00%)

HCA

HCA Healthcare

$120.30

-6.36 (-5.02%)

THC

Tenet

$19.92

-1.32 (-6.21%)

CYH

Community Health

$3.61

-0.305 (-7.79%)

MOH

Molina Healthcare

$111.98

-19.74 (-14.99%)

WCG

WellCare

$224.83

-12.07 (-5.10%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 07

    Jan

  • 10

    Jan

  • 05

    Feb

  • 19

    Feb

09:55
12/17/18
12/17
09:55
12/17/18
09:55
General news
U.S. NAHB housing market index preview: »

U.S. NAHB housing market…

VUZI

Vuzix

$5.51

(0.00%)

09:52
12/17/18
12/17
09:52
12/17/18
09:52
Hot Stocks
Vuzix announces voluntary dismissal of class action lawsuit »

Vuzix is pleased to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CDE

Coeur Mining

$3.99

0.17 (4.45%)

09:47
12/17/18
12/17
09:47
12/17/18
09:47
Hot Stocks
Coeur Mining rises 4.5% »

Coeur Mining is up 4.5%,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

GOL

Gol Linhas

$12.22

0.49 (4.18%)

09:47
12/17/18
12/17
09:47
12/17/18
09:47
Hot Stocks
Gol Linhas rises 4.9% »

Gol Linhas is up 4.9%, or…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

DGAZ

VelocityShares 3x Inv Natural Gas ETN

$85.21

6.52 (8.29%)

09:47
12/17/18
12/17
09:47
12/17/18
09:47
Hot Stocks
VelocityShares 3x Inv Natural Gas ETN rises 8.0% »

VelocityShares 3x Inv…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

09:45
12/17/18
12/17
09:45
12/17/18
09:45
General news
FOMC Checklist: »

FOMC Checklist: The FOMC…

09:45
12/17/18
12/17
09:45
12/17/18
09:45
General news
Housing Market Index to be reported at 10:00 »

December Housing Market…

CMLS

Cumulus Media

$10.75

(0.00%)

09:40
12/17/18
12/17
09:40
12/17/18
09:40
Upgrade
Cumulus Media rating change  »

Cumulus Media upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

BBD

Banco Bradesco

$9.75

(0.00%)

, NOK

Nokia

$5.94

(0.00%)

09:40
12/17/18
12/17
09:40
12/17/18
09:40
Options
Unusually active option classes on open December 17th »

Unusual total active…

BBD

Banco Bradesco

$9.75

(0.00%)

NOK

Nokia

$5.94

(0.00%)

NIO

NIO Inc.

$7.67

(0.00%)

T

AT&T

$30.24

(0.00%)

VXX

iPath S&P 500 VIX Short-Term Futures

$40.53

(0.00%)

DIA

Diamonds Fund ETF

$241.50

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 30

    Jan

  • 20

    Mar

JNJ

Johnson & Johnson

$132.86

-14.94 (-10.11%)

09:39
12/17/18
12/17
09:39
12/17/18
09:39
Technical Analysis
Technical Take: Johnson & Johnson extends recent fall »

Shares are down over 3.6%…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 05

    Jan

ZEAL

Zealand Pharma

$13.19

(0.00%)

09:39
12/17/18
12/17
09:39
12/17/18
09:39
Downgrade
Zealand Pharma rating change  »

Zealand Pharma downgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

09:37
12/17/18
12/17
09:37
12/17/18
09:37
General news
Friday selloff spills into new week »

Stock futures fell during…

ALTM

Altus Midstream Company

$8.72

-0.71 (-7.53%)

09:35
12/17/18
12/17
09:35
12/17/18
09:35
Hot Stocks
Breaking Hot Stocks news story on Altus Midstream Company »

Altus Midstream Company…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

ARMK

Aramark

$32.07

-0.63 (-1.93%)

09:33
12/17/18
12/17
09:33
12/17/18
09:33
Periodicals
Breaking Periodicals news story on Aramark »

Aramark mentioned…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.