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ICHR

Ichor Holdings

$23.98

0.99 (4.31%)

, UCTT

Ultra Clean

$18.74

1.12 (6.36%)

07:28
02/15/18
02/15
07:28
02/15/18
07:28

Applied Materials commentary positive for wafer fab companies, says Cowen

Cowen analyst Karl Ackerman said Applied Materials' (AMAT) commentary following its solid Q1 results is positive for wafer fabrication companies Ichor Holdings (ICHR) and Ultra Clean (UCTT). The commentary indicated a healthy wafer fab equipment environment through 2019, suggesting the strong selloff amid fears of a material deceleration in equipment spending is overblown. Ackerman raised his estimates and reiterated his Outperform rating on both Ichor Holdings and Ultra Clean shares.

ICHR

Ichor Holdings

$23.98

0.99 (4.31%)

UCTT

Ultra Clean

$18.74

1.12 (6.36%)

AMAT

Applied Materials

$51.96

2.41 (4.86%)

  • 15

    Feb

  • 21

    Feb

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    Feb

  • 26

    Feb

  • 30

    May

ICHR Ichor Holdings
$23.98

0.99 (4.31%)

01/19/18
NEED
01/19/18
NO CHANGE
Target $42
NEED
Buy
Ichor Holdings price target raised to $42 from $36 at Needham
Needham analyst Y. Edwin Mok raised his price target on Ichor Holdings to $42 following a "very robust" Q1 outlook provided by the company ahead of the Needham Growth Conference meetings that was driven by strong demand, new program wins, and the full ramp of recent acquisitions. Mok keeps his Buy rating on Ichor, citing the company's "solid momentum and a validated inorganic growth strategy".
01/22/18
DADA
01/22/18
NO CHANGE
Target $235
DADA
Buy
Lam Research price target raised to $235 from $225 at DA Davidson
DA Davidson analyst Thomas Diffely raised his price target on Lam Research (LRCX) to $235 ahead of this week's Q2 earnings, saying the company should once again outperform the strong WFE spending levels as high performance computing in AI/big data, Internet of Things technologies, and China growth all make a contribution in the quarter. The analyst is especially bullish on the "monster Q3" after some "modest digestion" in Q1, citing strong equipment orders from TSMC (TSM) and much higher than expected guidance from Ichor Holdings (ICHR). Diffely keeps his Buy rating on Lam Research.
02/13/18
NEED
02/13/18
UPGRADE
Target $42
NEED
Strong Buy
Ichor Holdings upgraded to Strong Buy at Needham on stock price pullback
As reported earlier, Needham analyst Y. Edwin Mok upgraded Ichor Holdings to Strong Buy from Buy with a $42 price target. Mok notes that the selloff after a "solid" Q4 earnings report based on fears of a peaking business is unfounded, while the stock price already reflects some anticipated slowdown in earnings growth. The analyst adds that there are growth drivers being ignored by the market, such as revenue synergies from the company's acquisitions and the company's proprietary Liquid Delivery Module winning new designs.
02/13/18
NEED
02/13/18
UPGRADE
NEED
Strong Buy
Ichor Holdings upgraded to Strong Buy from Buy at Needham
UCTT Ultra Clean
$18.74

1.12 (6.36%)

12/03/17
STFL
12/03/17
UPGRADE
STFL
Buy
Ultra Clean upgraded to Buy from Hold at Stifel
12/04/17
12/04/17
UPGRADE
Target $27

Buy
Ultra Clean upgraded to Buy after pullback at Stifel
As previously reported, Stifel analyst Patrick Ho upgraded Ultra Clean to Buy from Hold, as he still believes the company is well positioned to benefit from another projected strong year in wafer fan equipment and display spending while the recent pullback in the group has made its shares' valuation more attractive. Ho keeps a $27 price target on Ultra Clean shares.
01/18/18
COWN
01/18/18
UPGRADE
COWN
Outperform
Ultra Clean upgraded to Outperform from Market Perform at Cowen
01/18/18
01/18/18
UPGRADE

Outperform
Follow-up: Ultra Clean upgraded to Outperform at Cowen
As previously reported, Cowen upgraded Ultra Clean Holdings to Outperform from Market Perform with a $32 price target. Analyst Karl Ackerman said Ultra Clean reported healthy December quarter results and the 1H 2018 outlook appears "unquestionably solid" with upside potential across semis and OLED. The analyst sees several near-term specific catalysts including a more sustainable OLED cycle and Ultra Cleans's increasing opportunity to win new business across the deposition and etch ecosystems. Ackerman raised estimates for 2018 above consensus and views valuation as "compelling."
AMAT Applied Materials
$51.96

2.41 (4.86%)

02/15/18
DBAB
02/15/18
NO CHANGE
Target $70
DBAB
Buy
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.
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.
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.
02/15/18
KEYB
02/15/18
NO CHANGE
Target $74
KEYB
Overweight
Applied Materials price target raised to $74 from $67 at KeyBanc
KeyBanc analyst Weston Twigg raised his price target for Applied Materials to $74 from $67 after the company posted another beat and raise amid very high demand for semiconductor and display equipment. The analyst reiterates an Overweight rating on the shares.

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$269.80

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VIVHY

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$0.00

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GOOG

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ASNA

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CR

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CASY

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NX

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CAMP

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RARX

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SAEX

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ALTM

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YMAB

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