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NOK

Nokia

$6.09

-0.01 (-0.16%)

, AAOI

Applied Optoelectronics

$33.91

0.24 (0.71%)

08:45
05/25/18
05/25
08:45
05/25/18
08:45

Largest borrow rate increases among liquid names

Latest data shows the largest indicative borrow rate increases among liquid option names include: Nokia (NOK) 0.68% +0.07, Applied Optoelectronics (AAOI) 32.00% +0.03, MiMedx (MDXG) 22.81% +0.01, and Geron (GERN) 16.73% +0.01.

NOK

Nokia

$6.09

-0.01 (-0.16%)

AAOI

Applied Optoelectronics

$33.91

0.24 (0.71%)

MDXG

MiMedx

$8.86

-0.12 (-1.34%)

GERN

Geron

$4.81

0.14 (3.00%)

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    Jun

NOK Nokia
$6.09

-0.01 (-0.16%)

04/25/18
JEFF
04/25/18
NO CHANGE
JEFF
Ciena, Infinera potential winners from Huawei probe, says Jefferies
After The Wall Street Journal reported that the U.S. Department of Justice is investigating whether Huawei violated U.S. sanctions related to Iran, Jefferies analyst George Notter said he sees Ciena (CIEN), Infinera (INFN), and possibly Nokia (NOK), which all compete with both Huawei and ZTE (ZTCOY) in international markets excluding China, as potential winners from the news. He also noted that, based on company disclosures, Huawei accounted for nearly 17% of Lumentum's (LITE) sales in FY17, about 15% of FY17 sales for Oclaro (OCLR) and 11% of FY17 sale for Finisar (FNSR). However, he also cautioned that it is possible that any impact to Huawei be negotiated away or significantly reduced and it is also possible that any DOJ investigation doesn't yield evidence of any wrong-doing.
04/16/18
MKMP
04/16/18
NO CHANGE
MKMP
ZTE news negative for Acacia, neutral to positive for others, says MKM Partners
MKM Partners analyst Michael Genovese notes that press is reporting that ZTE Corp. (ZTDOY) is banned from purchasing U.S. technology for seven years for violating the terms of a previously settled sanctions violation case. While all component names are trading down on the news, the analyst has a more nuanced view since Huawei and Nokia (NOK) will gain share at ZTE's expense. Genovese views the news as negative for Acacia (ACIA), which had 30% revenue exposure to ZTE in 2017 and 16% in Q4. However, he thinks the news is positive for NeoPhotonics (NPTN), which has 40% exposure to Huawei and much smaller ZTE exposure, and for Nokia, which will gain some of ZTE's share. Additionally, the analyst sees the news as neutral to positive for Lumentum (LITE), Oclaro (OCLR) and Finisar (FNSR), which have significantly more Huawei and Nokia exposure than ZTE exposure.
04/11/18
BREN
04/11/18
INITIATION
BREN
Buy
Nokia initiated with a Buy at Berenberg
Berenberg analyst Josep Bori initiated Nokia with a Buy rating.
04/11/18
WBLR
04/11/18
NO CHANGE
WBLR
Google interest ups chances of in-flight Wi-Fi acquisition, says William Blair
"We have seen this movie before" is what William Blair analyst Louie DiPalma says after Bloomberg reported yesterday that Google (GOOG, GOOGL) is in advanced talks to acquire Nokia's in-flight connectivity hardware business. Google joins a long list of technology, telecom, and media providers that have exhibited a strategic interest in in-flight Wi-Fi, "although all have thus far stayed on the perimeter," DiPalma tells investors in a research note. The analyst notes that incumbents Gogo (GOGO), Panasonic (PCRFY), ViaSat (VSAT), Global Eagle Entertainment (ENT), and Inmarsat (IMASY) have invested billions toward satellite capacity and infrastructure. The industry is all about scale and potential new entrants would not have any, DiPalma contends. He believes it would take any new entrant many years to build a network from scratch, obtain regulatory approvals, and procure line-fit partnerships. The analyst thinks Google's interest in in-flight connectivity increases the probability that a tech or telecom company would buy an incumbent in the space. DiPalma has Outperform ratings on ViaSat and Gogo and a Market Perform rating on Global Eagle.
AAOI Applied Optoelectronics
$33.91

0.24 (0.71%)

03/15/18
RILY
03/15/18
NO CHANGE
RILY
B. Riley FBR 'incrementally cautious' on optical component industry
After spending two days at the Optical Networking and Communication Conference & Exhibition, B. Riley FBR analyst Dave Kang is "incrementally cautious" on the optical component industry. One clear conclusion from the event is that the datacom end market is as bad as feared, which is a negative for Applied Optoelectronics (AAOI) and to a lesser degree Finisar (FNSR). Further, the analyst says he continues to pick up mixed data on the Chinese market. Aside from Lumentum (LITE), most U.S.-based component vendors remain cautious and/or uncertain about growth prospects in China this year, Kang contends.
03/12/18
DADA
03/12/18
NO CHANGE
DADA
DA Davidson says Applied Optoelectronics best fit for Finisar amid consolidation
After Lumentum (LITE) announced an agreement to acquire Oclaro (OCLR), DA Davidson analyst Mark Kelleher said he thinks the deal makes strategic sense for both companies. In terms of other possible targets in the sector, Kelleher names Applied Optoelectronics (AAOI), Acacia Communications (ACIA) and NeoPhotonics (NPTN) and calls Finisar (FNSR) a logical buyer. He added that among those, he sees Applied Optoelectronics as the best asset for Finisar to purchase.
03/06/18
DADA
03/06/18
NO CHANGE
Target $55
DADA
Buy
Market undervalues Applied Optoelectronics deal with Facebook, says DA Davidson
DA Davidson analyst Mark Kelleher writes that his recent meetings with the management of Applied Optoelectronics (AAOI) suggests that investors underappreciate the impact of its $125M deal with Facebook (FB). The analyst notes that the deal gives the company some added visibility for the second half of 2018 and is also a sign that Facebook acknowledges the possibility of a transceiver shortage by the end of the year. Kelleher keeps his Buy rating and $55 price target on Applied Optoelectronics.
05/07/18
DADA
05/07/18
NO CHANGE
Target $50
DADA
Buy
Applied Optoelectronics price target lowered to $50 from $55 at DA Davidson
DA Davidson analyst Mark Kelleher lowered his price target on Applied Optoelectronics (AAOI) to $50 ahead of its earnings while also lowering his FY18 EPS view to $2.06 from $2.46 and the FY19 view to $2.94 from $3.22. The analyst cites his expectations of a more conservative ramp of the Facebook (FB) supply agreement toward the second half of the year. Longer term, Kelleher keeps his Buy rating, saying the Facebook deal will be an incremental positive for Applied Optoelectronics as it further positions itself as a leading provider of optical networking technology to the data center and cable TV markets" amid a growing dominance of hyperscale data centers.
MDXG MiMedx
$8.86

-0.12 (-1.34%)

02/23/18
LSCM
02/23/18
DOWNGRADE
LSCM
Hold
MiMedx downgraded to Hold from Buy at Lake Street
03/15/18
PIPR
03/15/18
NO CHANGE
PIPR
Piper suspends MiMedx rating, says DOJ review too much to digest
Piper Jaffray analyst Matt O'Brien suspended his rating and price target on MiMedx Group after the company disclosed that the Department of Justice is reviewing matters in parallel with an SEC investigation. The analyst, up until tonight, had an Overweight rating on MiMedx with an $18 price target. The stock closed the trading day down 15c to $7.12. "We have been standing by MiMedx in recent months despite numerous short selling reports on the company," O'Brien tells investors in a research note. He says, however, that the Department of Justice review, which is added to an Audit Committee and SEC investigation regarding the company's sales and distribution practices, is "simply too much for us to digest at the moment."
02/27/18
CHLM
02/27/18
NO CHANGE
Target $19
CHLM
Buy
Craig-Hallum maintains Buy rating, $19 price target on MiMedx
Craig-Hallum analyst Matt Hewitt noted that MiMedx denied a report that it is under investigation by the Department of Justice, stating that it is not aware of any such investigation. While stating that "it is impossible to know for certain whether any nefarious activity has ever taken place at MiMedx," Hewitt points to several events over the past year that give him confidence in the integrity of the company's financials. If the company's financials are sound, he estimate that the stock is worth two and a half times the current price, added Hewitt, who keeps a Buy rating and $19 price target on MiMedx shares.
02/23/18
02/23/18
DOWNGRADE
Target $9

Hold
MiMedx downgraded to Hold with $9 price target at Lake Street
As previously reported, Lake Street analyst Bruce Jackson downgraded MiMedx to Hold from Buy, stating that a resolution of the investigation into current and prior period sales and distribution practices is unlikely to be swift and the shares are unlikely to outperform until the investigation is resolved. If the investigation resolves favorably, the upside potential "would be significant and he would be an aggressive buyer of the stock, but for now Jackson cut his price target on MiMedx shares to $9 from $12.
GERN Geron
$4.81

0.14 (3.00%)

03/19/18
PIPR
03/19/18
NO CHANGE
Target $7
PIPR
Overweight
Geron price target raised to $7 from $5 at Piper Jaffray
Piper Jaffray analyst Charles Duncan raised his price target for Geron to $7 after the company this morning reported year-end 2017 cash of $109M and provided an update on its IMerge and IMbark studies. The analyst projects the current cash will fund Geron's operations into 2020. He's encouraged by the update on the IMbark study in myelofibrosis and reiterates an Overweight rating on the shares.

TODAY'S FREE FLY STORIES

TSLA

Tesla

$368.53

10.51 (2.94%)

13:11
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NTSB to send specialist to observe Tesla's examination of battery fire, WSJ says »

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ROSE

Rosehill Resources

$7.27

-0.235 (-3.13%)

13:09
06/18/18
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13:09
Conference/Events
Rosehill Resources management to meet with Jefferies »

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FCE/A

Forest City Enterprises Inc

$0.00

(0.00%)

13:08
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06/18
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Hot Stocks
Breaking Hot Stocks news story on Forest City Enterprises Inc »

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STX

Seagate

$58.62

0.18 (0.31%)

13:05
06/18/18
06/18
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13:05
Options
Seagate call volume above normal and directionally bullish »

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FCE/A

Forest City Enterprises Inc

$19.97

-0.04 (-0.20%)

13:02
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06/18
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Hot Stocks
Breaking Hot Stocks news story on Forest City Enterprises Inc »

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FCE.A

Forest City

$19.97

-0.04 (-0.20%)

, BAM

Brookfield

$41.31

-0.15 (-0.36%)

13:02
06/18/18
06/18
13:02
06/18/18
13:02
Periodicals
Breaking Periodicals news story on Forest City, Brookfield »

Forest City back in deal…

FCE.A

Forest City

$19.97

-0.04 (-0.20%)

BAM

Brookfield

$41.31

-0.15 (-0.36%)

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VRTX

Vertex

$152.48

-2.54 (-1.64%)

13:02
06/18/18
06/18
13:02
06/18/18
13:02
Hot Stocks
Vertex opens expanded research site in San Diego »

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AEP

American Electric

$65.21

0.16 (0.25%)

13:01
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06/18
13:01
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13:01
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American Electric seeks bids for coal »

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INSY

Insys Therapeutics

$7.68

-0.36 (-4.48%)

13:01
06/18/18
06/18
13:01
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13:01
Hot Stocks
Insys Therapeutics provides update on ongoing transformation »

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MMSI

Merit Medical

$49.50

-0.6 (-1.20%)

12:55
06/18/18
06/18
12:55
06/18/18
12:55
Recommendations
Merit Medical analyst commentary  »

Merit Medical could…

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12:55
06/18/18
06/18
12:55
06/18/18
12:55
General news
Treasury Action: yields rebounded from lows with stocks »

Treasury Action: yields…

NEWT

Newtek Business Services

$19.40

0.3 (1.57%)

12:54
06/18/18
06/18
12:54
06/18/18
12:54
Hot Stocks
Newtek Business Services raises 2018 annual dividend forecast to $1.72 per share »

Newtek Business Services…

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  • 19

    Jun

AAL

American Airlines

$42.36

-0.4 (-0.94%)

, LUV

Southwest

$52.02

-0.145 (-0.28%)

12:51
06/18/18
06/18
12:51
06/18/18
12:51
Periodicals
JetBlue founder plans to launch new airline, Airline Weekly reports »

JetBlue (JBLU) founder…

AAL

American Airlines

$42.36

-0.4 (-0.94%)

LUV

Southwest

$52.02

-0.145 (-0.28%)

UAL

United Continental

$74.18

0.29 (0.39%)

JBLU

JetBlue

$19.14

-0.05 (-0.26%)

DAL

Delta Air Lines

$54.77

-0.4 (-0.73%)

03/08/13
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  • 26

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XHB

SPDR Homebuilders

$40.50

-0.36 (-0.88%)

12:50
06/18/18
06/18
12:50
06/18/18
12:50
Options
Put buyers in SPDR Homebuilders ETF ahead of data »

Put buyers in SPDR…

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LUNA

Luna Innovations

$3.01

-0.04 (-1.31%)

12:46
06/18/18
06/18
12:46
06/18/18
12:46
Hot Stocks
Breaking Hot Stocks news story on Luna Innovations »

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RRC

Range Resources

$16.65

0.69 (4.32%)

12:45
06/18/18
06/18
12:45
06/18/18
12:45
Options
Range Resources call volume above normal and directionally bullish »

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  • 19

    Aug

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General news
Breaking General news story  »

Atlanta Federal Reserve…

SQ

Square

$65.15

0.595 (0.92%)

, TWTR

Twitter

$45.77

-0.03 (-0.07%)

12:43
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Square moves higher after being granted cryptocurrency license in New York »

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SQ

Square

$65.15

0.595 (0.92%)

TWTR

Twitter

$45.77

-0.03 (-0.07%)

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  • 27

    Jul

SJM

J.M. Smucker

$103.74

-1.95 (-1.85%)

12:35
06/18/18
06/18
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12:35
Options
J.M. Smucker put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 15

    Aug

AAPL

Apple

$188.89

0.02 (0.01%)

12:34
06/18/18
06/18
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12:34
Periodicals
Apple Pay to launch in Poland on Tuesday, Cashless reports »

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  • 18

    Jun

GM

General Motors

$43.89

-0.02 (-0.05%)

12:29
06/18/18
06/18
12:29
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12:29
Periodicals
GM to invest $175M to retool Michigan plant for Cadillac sedans, Reuters reports »

General Motors is…

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  • 20

    Jun

AWK

American Water

$81.42

0.36 (0.44%)

12:26
06/18/18
06/18
12:26
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12:26
Hot Stocks
American Water investing over $14M to replace, install 48k feet of water main »

linois American…

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12:25
06/18/18
06/18
12:25
06/18/18
12:25
Conference/Events
Federal Reserve Bank of Atlanta president speaks at a meeting »

Atlanta Federal Reserve…

BDX

Becton Dickinson

$229.87

-2.3 (-0.99%)

12:25
06/18/18
06/18
12:25
06/18/18
12:25
Conference/Events
Becton Dickinson has a conference call hosted by William Blair »

William Blair hosts a…

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  • 18

    Jun

AWK

American Water

$81.37

0.31 (0.38%)

12:24
06/18/18
06/18
12:24
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12:24
Hot Stocks
American Water to invest $2.3M to upgrade 7,100 feet of water main in Pekin »

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