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AAPL

Apple

$168.38

-4.42 (-2.56%)

08:35
04/09/18
04/09
08:35
04/09/18
08:35

Apple supply chain checks suggest tighter capital control, says RBC Capital

RBC Capital analyst Amit Daryanani kept his Outperform rating and $203 price target on Apple after conducting the company's Asian supply channel check. The analyst maintains his expectations of three iPhones to be launched this year - one LCD model and two LED models - while also noting tighter cost controls by the company since it ramped up the output of iPhone 8. Daryanani further expects the LCD model to feature a 6.1-inch full screen and 3D sensing, accounting for over 50% of of the new iPhone production by the second half. The analyst notes that while suppliers expect the production of 80M-90M iPhone units in the second half of 2018 - below 100M-120M iPhone 8/X forecasts made last year - the forecast has more to do with inventory management rather than demand. Daryanani maintains his positive outlook on Apple stock thanks to the tailwinds around the company's "capital allocation, services growth, gross-margin upside and attractive valuation".

  • 10

    Apr

AAPL Apple
$168.38

-4.42 (-2.56%)

04/05/18
SBSH
04/05/18
NO CHANGE
Target $200
SBSH
Buy
Citi sees $100B opportunity in Apple's capital returns strategy
Citi analyst Jim Suva reiterates a Buy rating on Apple shares with a $200 price target. The analyst expects "volatility ahead" for the stock as consensus estimates for the March and June quarters move lower to reflect more tempered demand for the iPhone X. Looking ahead, however, Suva expects investor focus to be on the impact from Apple's capital returns strategy. He estimates this could be a $100B increase. Investors will also soon focus on Apple's second half of 2018 product lineup and continued strength in its Services segment, Suva tells investors in a research note.
04/04/18
BERN
04/04/18
NO CHANGE
BERN
Market Perform
Narrowing gap between TSMC, Intel makes Apple's aspiration possible, says Bernstein
Bernstein analyst Mark Li believes that given Apple's (AAPL) experience in processor design, replacing Intel (INTC) processor with its own is possible. Further, the analyst says that the narrowing gap in process technology between TSMC (TSM) and Intel also makes Apple's aspiration possible, while Apple's vertical integration with OS and applications also puts it in a better position to challenge Intel. Li sees a downside to TSMC's 2019 revenue because of Bitcoin, but says it remains a "solid" company with balanced risk and reward. The analyst reiterates a Market-Perform rating on TSMC shares.
04/03/18
MSCO
04/03/18
NO CHANGE
Target $43
MSCO
Equal Weight
Intel has limited risk from 'recurring' Apple concerns, says Morgan Stanley
After Bloomberg reported yesterday that Apple (AAPL) is evaluating using its own processors in Mac computers, Morgan Stanley analyst Joseph Moore noted that this has been a recurring concern in recent years for Intel (INTC). Ensuring backwards compatibility with prior Macs would require emulation, which could be problematic for Apple given that ARM processors have lower performance for most common PC applications, said Moore. The analyst, who doesn't see Intel's roughly 4% exposure to Macs being fully at risk, maintains his Equal Weight rating on Intel shares.
04/03/18
RBCM
04/03/18
NO CHANGE
Target $46
RBCM
Sector Perform
Apple's chip insourcing to have modest impact on Intel, says RBC Capital
RBC Capital analyst Amit Daryanani writes that yesterday's Bloomberg report about Apple's (AAPL) plans to replace Intel (INTC) x86 processor solutions in its Mac product line is likely to have a "modest" impact of annual 20c-25c EPS and $3B-$4B on Intel over longer term. Daryanani believes that the initiative is still at an early stage and his assumption accounts for a total loss of Apple's processor allocation, though he also warns that Apple's insourcing could create a business impact on the broader supply chain. The analyst keeps his Sector Perform rating and $46 price target on Intel, maintaining a neutral stance on the possibility of heightened competition from AMD's (AMD) Epyc processor.

TODAY'S FREE FLY STORIES

FBP

First BanCorp

$8.98

-0.35 (-3.75%)

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Breaking Hot Stocks news story on First BanCorp »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
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NASDAQ market internals summary »

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14:17
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14:17
Conference/Events
Bernstein transportation analysts to hold an analyst/industry conference call »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
11/14/18
11/14
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Technical Analysis
NYSE market internals summary »

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FITB

Fifth Third

$26.79

-0.91 (-3.29%)

14:15
11/14/18
11/14
14:15
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14:15
Options
Fifth Third put volume heavy and directionally bearish »

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BUD

AB InBev

$76.46

3.23 (4.41%)

14:05
11/14/18
11/14
14:05
11/14/18
14:05
Options
Anheuser Busch call volume above normal and directionally bullish »

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  • 14

    Nov

AQMS

Aqua Metals

$2.47

-0.02 (-0.80%)

, JCI

Johnson Controls

$33.25

-1.54 (-4.43%)

14:02
11/14/18
11/14
14:02
11/14/18
14:02
Hot Stocks
Aqua Metals announces official vendor certification from Johnson Controls »

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AQMS

Aqua Metals

$2.47

-0.02 (-0.80%)

JCI

Johnson Controls

$33.25

-1.54 (-4.43%)

03/08/13
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INFN

Infinera

$4.42

0.02 (0.45%)

13:56
11/14/18
11/14
13:56
11/14/18
13:56
Hot Stocks
Infinera CFO Brad Feller buys 40K shares of company stock »

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GME

GameStop

$13.21

-0.68 (-4.90%)

13:55
11/14/18
11/14
13:55
11/14/18
13:55
Options
GameStop put volume heavy and directionally bearish »

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  • 15

    Nov

LBRDA

Liberty Broadband

$82.54

0.02 (0.02%)

13:55
11/14/18
11/14
13:55
11/14/18
13:55
Conference/Events
Liberty Broadband to host investor meeting »

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  • 14

    Nov

APRN

Blue Apron

$1.15

-0.07 (-5.74%)

13:52
11/14/18
11/14
13:52
11/14/18
13:52
Downgrade
Blue Apron rating change  »

Blue Apron downgraded to…

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  • 14

    Nov

  • 28

    Nov

GOOS

Canada Goose

$63.55

4.95 (8.45%)

13:46
11/14/18
11/14
13:46
11/14/18
13:46
Recommendations
Canada Goose analyst commentary  »

Canada Goose price target…

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  • 14

    Nov

COG

Cabot Oil & Gas

$25.96

-0.54 (-2.04%)

13:40
11/14/18
11/14
13:40
11/14/18
13:40
Options
Aggressive call buying in Cabot Oil and Gas »

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  • 26

    Nov

ACU

Acme United

$16.35

-1.03 (-5.93%)

13:38
11/14/18
11/14
13:38
11/14/18
13:38
Hot Stocks
Acme United raises quarterly dividend 9% to 12c per share »

The board of directors of…

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FB

Facebook

$143.10

0.91 (0.64%)

13:34
11/14/18
11/14
13:34
11/14/18
13:34
Periodicals
Facebook morale takes hit amid challenging year, WSJ reports »

Facebook's…

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  • 28

    Nov

ERIC

Ericsson

$8.55

-0.37 (-4.15%)

13:33
11/14/18
11/14
13:33
11/14/18
13:33
Periodicals
Ericsson CEO not seeing sales boost as security worries hit rivals, Reuters says »

Ericsson CEO Borje Ekholm…

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  • 14

    Nov

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  • 26

    Nov

BMWYY

BMW

$0.00

(0.00%)

, VOD

Vodafone

$20.26

0.17 (0.85%)

13:30
11/14/18
11/14
13:30
11/14/18
13:30
Periodicals
BMW, Vodafone, Ericsson urge EU to weigh 5G car technology, Reuters says »

BMW (BMWYY), Vodafone…

BMWYY

BMW

$0.00

(0.00%)

VOD

Vodafone

$20.26

0.17 (0.85%)

ERIC

Ericsson

$8.55

-0.37 (-4.15%)

03/08/13
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03/06/13
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  • 14

    Nov

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  • 26

    Nov

BIG

Big Lots

$43.00

-1.02 (-2.32%)

13:30
11/14/18
11/14
13:30
11/14/18
13:30
Options
Bearish option flow in Big Lots »

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GLIBA

GCI Liberty

$47.08

0.59 (1.27%)

13:25
11/14/18
11/14
13:25
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13:25
Conference/Events
GCI Liberty to host investor meeting »

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  • 14

    Nov

LBRDK

Liberty Broadband

$82.44

-0.1 (-0.12%)

13:25
11/14/18
11/14
13:25
11/14/18
13:25
Conference/Events
Liberty Broadband to host investor meeting »

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  • 14

    Nov

GS

Goldman Sachs

$200.31

-4.61 (-2.25%)

, JPM

JPMorgan

$107.15

-2.44 (-2.23%)

13:24
11/14/18
11/14
13:24
11/14/18
13:24
Periodicals
Levi Strauss looking to raise $600M-$800M in IPO, CNBC reports »

Levi Strauss is planning…

GS

Goldman Sachs

$200.31

-4.61 (-2.25%)

JPM

JPMorgan

$107.15

-2.44 (-2.23%)

03/08/13
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  • 26

    Feb

PCG

PG&E

$25.40

-7.3 (-22.32%)

13:22
11/14/18
11/14
13:22
11/14/18
13:22
Hot Stocks
PG&E says 23,000 electric, 12,000 gas customers without service in Butte County »

Pacific Gas and Electric…

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SGH

Smart Global

$28.92

0.57 (2.01%)

13:21
11/14/18
11/14
13:21
11/14/18
13:21
Recommendations
Smart Global analyst commentary  »

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    Nov

PCG

PG&E

$25.60

-7.1 (-21.71%)

13:20
11/14/18
11/14
13:20
11/14/18
13:20
Options
PG&E implied volatility spikes to new highs as shares drop 22.6% »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

13:17
11/14/18
11/14
13:17
11/14/18
13:17
Technical Analysis
NASDAQ market internals summary »

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