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FN

Fabrinet

$36.79

-0.61 (-1.63%)

, ZTCOY

ZTE Corp.

$0.00

(0.00%)

08:45
06/14/18
06/14
08:45
06/14/18
08:45

Fabrinet price target raised to $45 from $40 at Needham

Needham analyst Alex Henderson raised his price target on Fabrinet (FN) to $45 and kept his Strong Buy rating, saying the company is positioned for a rebound in sales to customers selling to ZTE( ZTCOY) while also benefiting from strong optical demand from the "metro core and ROADM intensive architectures". The analyst also anticipates an acceleration in Fabrinet's industrial laser business as well as an improved FX dynamic following two years of exchange rate pressure on the Thai Baht.

FN

Fabrinet

$36.79

-0.61 (-1.63%)

ZTCOY

ZTE Corp.

$0.00

(0.00%)

  • 10

    Sep

FN Fabrinet
$36.79

-0.61 (-1.63%)

04/25/18
NEED
04/25/18
NO CHANGE
NEED
Full ban of sales to Huawei 'highly improbable,' says Needham
Needham analysts Alex Henderson and N. Quinn Bolton said they sees the chances of an outright ban of sales to Huawei as "extremely low," adding that it is their understanding the probe into Huawei has been ongoing for the last two years while noting that the ZTE probe took over five years to complete. The ironic impact of any escalation in trade tension could be an increase in demand from Huawei to build an inventory buffer should there be a supply disruption, added the analysts, who also say they would not be surprised to see a trade agreement with China include a resolution of the ZTE (ZTCOY) ban and possibly an agreement on the scope of action against Huawei.
05/30/18
PIPR
05/30/18
NO CHANGE
PIPR
Piper turns more constructive on optical group
Piper Jaffray analyst Troy Jensen says he's turning more upbeat on the optical group on the anticipation that demand trends should improve in the second half of 2018 and the upcoming 400G cycle should provide a tailwind for growth in 2019 and beyond. While the core optical sector has been struggling for the past five quarters, growth rates have bottomed, estimates have been reduced and better times should be facing the industry in the second half of the year, Jensen tells investors in a research note. His favorite stocks in the space are Lumentum (LITE), II-VI (IIVI) and Fabrinet (FN).
05/30/18
NORL
05/30/18
DOWNGRADE
NORL
Market Perform
Fabrinet downgraded to Market Perform from Outperform at Northland
05/30/18
05/30/18
DOWNGRADE

Market Perform
Fabrinet downgraded to Market Perform on customer concentration at Northland
As previously reported, Northland downgraded Fabrinet (FN) to Market Perform from Outperform with a $33 price target. Analyst Tim Savageaux sees increased risks of material manufacturing insourcing from Lumentum (LITE), its largest customer, as well as customer concentration from the Lumentum/Oclaro merger, which will result in 20-25% customer concentration.
ZTCOY ZTE Corp.
$0.00

(0.00%)

05/14/18
BOFA
05/14/18
NO CHANGE
BOFA
ZTE Corp sanctions relief could benefit semi sales, sentiment, says BofA/Merrill
On Sunday, President Trump's tweet indicates some sanctions relief for China smartphone maker ZTE Corp, BofA/Merrill analyst Vivek Arya wrote in a note to investors. The analyst believes this could be a positive for Skyworks (SEKS), Integrated Device (IDTI), Qorvo (QRVO), Xilinx (XLNX), and Broadcom (AVGO), and clear a path for some recently announced M&A deals.
05/29/18
MSCO
05/29/18
NO CHANGE
Target $127.5
MSCO
Equal Weight
NXP Semiconductors / Qualcomm deal still likely to happen, says Morgan Stanley
Morgan Stanley analyst Craig Hettenbach kept his Equal Weight rating and $127.50 price target on NXP Semiconductors (NXPI), saying his base case scenario remains that the deal with Qualcomm (QCOM) will be approved by China's Commerce Ministry. The analyst adds that China regulators' stance may be determined by the nature of the resolution around the ban on imports for ZTE (ZTCOY), which will be a "key development to monitor". Hettenbach also expects any extension of the merger date to result in a 8% decline for NXP Semiconductors stock price, while an outright rejection would see the stock down in $88-$96 per share range.
06/11/18
RHCO
06/11/18
DOWNGRADE
Target $119
RHCO
Hold
NXP Semiconductors downgraded to Hold at SunTrust on valuation
As reported earlier, SunTrust analyst William Stein downgraded NXP Semiconductors (NXPI) to Hold from Buy and kept his $119 price target, saying the current stock price is above fair value and demands "an explicit view" that the Qualcomm (QCOM) bid will receive approval from China regulators. Stein notes that currently, the likelihood of such approval would be "only a guess", but adds that the run-up in the stock price since his April upgrade was in response to a sentiment shift over trade negotiations with China, which has been "robust". The analyst further states that last week's agreement between the U.S. government and ZTE (ZTCOY) has made sentiment around the Qualcomm bid "sanguine".
06/11/18
LOOP
06/11/18
NO CHANGE
Target $42
LOOP
Buy
Acacia Communications price target raised to $42 from $34 at Loop Capital
Loop Capital analyst James Kisner raised his price target on Acacia Communications (ACIA) to $42, saying he is adding back the sales estimates related to ZTE (ZTCOY) now that an agreement with the U.S. Commerce Department has been reached. The analyst further states that he has taken a "relatively conservative" approach to modeling the ZTE contribution, while maintaining his view that "Acacia technology and exposure to the build-out of carrier metro networks, hyperscale data center interconnect, and the increasing use of coherent technology in ever-shorter distances in networks" justify a Buy rating.

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SPWR

SunPower

$7.53

0.95 (14.44%)

13:05
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LOB

Live Oak Bancshares

$28.65

0.1 (0.35%)

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MLAB

Mesa Labs

$180.50

-2.5 (-1.37%)

13:02
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Conference/Events
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KTOV

Kitov Pharmaceuticals

$1.90

-0.03 (-1.55%)

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UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

13:00
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NSRGY

Nestle

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, UL

Unilever; also tag UN

$55.84

-0.09 (-0.16%)

12:55
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Periodicals
Nestle, Unilever, Coke submit offers for GSK Indian Horlicks unit, Reuters says »

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NSRGY

Nestle

$0.00

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UL

Unilever; also tag UN

$55.84

-0.09 (-0.16%)

UN

Unilever; also tag UL

$56.31

-0.02 (-0.04%)

KO

Coca-Cola

$46.08

-0.24 (-0.52%)

GSK

GlaxoSmithKline

$39.49

0.285 (0.73%)

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ERIC

Ericsson

$8.70

0.155 (1.82%)

12:50
09/18/18
09/18
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12:50
Options
Call buyers dialed in to Ericsson as shares tick higher »

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MCD

McDonald's

$158.16

0.01 (0.01%)

12:48
09/18/18
09/18
12:48
09/18/18
12:48
Periodicals
Female McDonald's workers stage walkouts over sexual harassment, Eater says »

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    Sep

UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

12:46
09/18/18
09/18
12:46
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12:46
Hot Stocks
Nevada Gold signs agreement to be taken private for $2.50 per share »

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CNST

Constellation Pharmaceuticals

$7.16

-0.49 (-6.41%)

12:46
09/18/18
09/18
12:46
09/18/18
12:46
Conference/Events
Constellation Pharmaceuticals management to meet with Jefferies »

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  • 18

    Sep

APO

Apollo Global

$34.43

0.35 (1.03%)

, HGV

Hilton Grand Vacations

$32.44

0.07 (0.22%)

12:44
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Apollo's Diamond Resorts names former Hilton Grand Vacations exec as CFO »

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APO

Apollo Global

$34.43

0.35 (1.03%)

HGV

Hilton Grand Vacations

$32.44

0.07 (0.22%)

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  • 20

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GOOG

Alphabet

$1,169.36

12.98 (1.12%)

, GOOGL

Alphabet Class A

$1,172.95

13.62 (1.17%)

12:42
09/18/18
09/18
12:42
09/18/18
12:42
Hot Stocks
You Tube launches new Gaming destination »

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GOOG

Alphabet

$1,169.36

12.98 (1.12%)

GOOGL

Alphabet Class A

$1,172.95

13.62 (1.17%)

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  • 18

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  • 03

    Mar

UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

12:40
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Breaking Hot Stocks news story on Nevada Gold »

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STZ

Constellation Brands

$212.39

0.19 (0.09%)

12:40
09/18/18
09/18
12:40
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12:40
Options
Notable activity in Constellation Brands upside calls »

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SEAS

SeaWorld

$30.88

-0.3 (-0.96%)

12:38
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Hot Stocks
SeaWorld, former CEO settle SEC fraud charges over misleading statements »

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12:35
09/18/18
09/18
12:35
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12:35
General news
U.S. July TIC report will get more intense scrutiny »

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SEAS

SeaWorld

$30.97

-0.21 (-0.67%)

12:33
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12:33
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12:33
Periodicals
SeaWorld sued by SEC for lack of disclosing 'Blackfish' impact, Bloomberg says »

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NTDOY

Nintendo

$0.00

(0.00%)

, CCOEY

Capcom

$0.00

(0.00%)

12:31
09/18/18
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Hot Stocks
Game On: Piper says 'Fortnite' Twitch viewership fell 13% in August »

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NTDOY

Nintendo

$0.00

(0.00%)

CCOEY

Capcom

$0.00

(0.00%)

MSFT

Microsoft

$113.34

1.15 (1.03%)

SNE

Sony

$59.75

0.47 (0.79%)

AMZN

Amazon.com

$1,952.39

44.52 (2.33%)

TCEHY

Tencent

$0.00

(0.00%)

DIS

Disney

$109.35

-0.02 (-0.02%)

ATVI

Activision Blizzard

$80.08

1.2 (1.52%)

TTWO

Take-Two

$133.81

2.31 (1.76%)

EA

Electronic Arts

$112.64

-0.05 (-0.04%)

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TSLA

Tesla

$283.42

-11.36 (-3.85%)

, ORCL

Oracle

$48.86

-0.33 (-0.67%)

12:25
09/18/18
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General news
Fly Intel: Wall Street's top stories at midday »

Stocks opened in positive…

TSLA

Tesla

$283.42

-11.36 (-3.85%)

ORCL

Oracle

$48.86

-0.33 (-0.67%)

FDX

FedEx

$244.58

-11.22 (-4.39%)

GIS

General Mills

$43.83

-3.94 (-8.25%)

VKTX

Viking Therapeutics

$18.81

8.41 (80.87%)

TLRY

Tilray

$146.48

26.28 (21.86%)

ATHN

Athenahealth

$136.90

-6.355 (-4.44%)

AZO

AutoZone

$723.15

-24.38 (-3.26%)

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FCX

Freeport McMoRan

$14.06

0.34 (2.48%)

12:25
09/18/18
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12:25
Options
Freeport McMoRan call volume above normal and directionally bullish »

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NBIX

Neurocrine

$119.57

2.28 (1.94%)

12:25
09/18/18
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Conference/Events
Cantor Fitzgerald biotech analyst to hold an analyst/industry conference call »

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  • 18

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CADE

Cadence Bancorp

$26.96

-0.08 (-0.30%)

, STBZ

State Bank Financial

$31.10

-0.09 (-0.29%)

12:25
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Conference/Events
State Bank Financial to host special shareholder meeting »

Special Shareholder…

CADE

Cadence Bancorp

$26.96

-0.08 (-0.30%)

STBZ

State Bank Financial

$31.10

-0.09 (-0.29%)

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TSLA

Tesla

$284.44

-10.34 (-3.51%)

12:22
09/18/18
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Periodicals
Tesla faces DOJ probe over Musk tweet, Bloomberg reports »

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  • 20

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
09/18/18
09/18
12:17
09/18/18
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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GD

General Dynamics

$203.42

0.92 (0.45%)

12:17
09/18/18
09/18
12:17
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12:17
Hot Stocks
General Dynamics awarded contract by U.S. Air Force for CM-300/350 V2 ATC radios »

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