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MKSI

MKS Instruments

$103.90

(0.00%)

, SSNLF

Samsung

$0.00

(0.00%)

09:36
06/20/18
06/20
09:36
06/20/18
09:36

MKS Instruments offers strong operating leverage, says DA Davidson

DA Davidson analyst Thomas Diffely kept his Buy rating and $125 price target on MKS Instruments (MKSI), saying he is turning more bullish after the company's analyst meeting yesterday. Diffely cites the company's earnings power at over $11.50 by 2021 from the continuation of its strong operating leverage as well as an "extremely bullish" 2019 WFE industry projection of $62B. Despite this positive takeaway, the analyst is also trimming his Q3 EPS estimates to $1.86 from $2.08 due to a recent pushout of 3D NAND investments at Samsung (SSNLF).

MKSI

MKS Instruments

$103.90

(0.00%)

SSNLF

Samsung

$0.00

(0.00%)

  • 10

    Sep

MKSI MKS Instruments
$103.90

(0.00%)

04/18/18
STFL
04/18/18
NO CHANGE
STFL
Lam reiteration of WFE view not a negative sign, says Stifel
Stifel analyst Patrick Ho acknowledged that Lam Research (LRCX) did not provide any significant "new" news related to 2018 wafer fab equipment spending and reiterated its previous guidance of low double-digit year-over-year growth with only a modest change in mix. However, this reiteration is not a negative sign on the current environment or 2018 as a whole, said Ho, who advises using any selloff in the group following Lam's report as a buying opportunity. He continues to prefer Applied Materials (AMAT) and MKS Instruments (MKSI) as his most preferred names in Semiconductor Capital Equipment, while also having Buy ratings on Lam Research and Entegris (ENTG).
04/25/18
STFL
04/25/18
NO CHANGE
Target $147
STFL
Buy
MKS Instruments price target raised to $147 from $133 at Stifel
05/14/18
COWN
05/14/18
INITIATION
Target $135
COWN
Outperform
MKS Instruments initiated with an Outperform at Cowen
Cowen initiated MKS Instruments with an Outperform and $135 price target.
05/31/18
BNCH
05/31/18
INITIATION
Target $140
BNCH
Buy
MKS Instruments initiated with a Buy at Benchmark
Benchmark analyst Mark Miller initiated MKS Instruments with a Buy rating, citing his positive view of the growth opportunities from the 62 semiconductor equipment fabs and lines planned by 2020, the company's laser products, and its growing global service business. Miller set a $140 price target on MKS Instruments shares.
SSNLF Samsung
$0.00

(0.00%)

05/16/18
KEYB
05/16/18
NO CHANGE
KEYB
Surveys indicate iPhone inventories beginning to trend down, says KeyBanc
KeyBanc analyst John Vinh says his carrier surveys indicate sell-through results were largely in line with lowered expectations. The analyst notes that demand for the Galaxy Samsung (SSNLF) 9 remains "very disappointing" and inventories remain bloated, as pricing and the lack of innovation appear to be culprits. These mixed results leave him slightly more constructive on owning the mobile supply chain stocks into 2H18 given the modest decline in Apple's (AAPL) iPhone inventories. Vinh's favorite mobile names are Broadcom (AVGO), Skyworks (SWKS), and Synaptics (SYNA).
05/29/18
GSCO
05/29/18
NO CHANGE
Target $150
GSCO
Buy
Goldman still constructive on Universal Display shares after conferences
Following last week's SID DisplayWeek and his firm's Technet conference in Hong Kong, Goldman Sachs analyst Brian Lee remains constructive on shares of Universal Display (OLED). The stock is rallying today after Korea's ETNews reported that Apple (AAPL) is planning to use OLED screens in all three of its iPhone models in 2019. Lee, who did not cite Apple in his research note this morning, continues to see an attractive setup into the second half of 2018 for Universal Display. Investor sentiment is "tepid" despite the potential for normalizing materials volume trends at Samsung (SSNLF) starting in Q3, continued strength in TVs, and mid-to-long term upside in blue phosphorescent, Lee wrote in a research note. The analyst reiterated a Buy rating on the shares with a $150 price target.
06/12/18
KEYB
06/12/18
NO CHANGE
KEYB
Apple iPhone inventories normalize, Galaxy S9 continue to disappoint, says KeyBanc
KeyBanc analyst John Vinh says his latest carrier surveys indicate stable sell-through of Apple's (AAPL) iPhone 8/X, and in line with store expectations. Accordingly, days of inventory have normalized at about 5 DOI and are consistent with healthy levels seen in past cycles, he adds. Conversely, the analyst notes that sell-through of the Samsung's (SSNLF) GS9 continues to deteriorate, accompanied by an increase in DOI. However, he notes a significant reduction in absolute inventories. While GS9 gives him pause, stable sell-through, and normalized iPhone 8/X inventories leave him incrementally more constructive ahead of the 2H ramp of the new iPhone 9 cycle. Vihn recommends investors continue to own Broadcom (AVGO), Skyworks (SWKS), and Synaptics (SYNA).
06/18/18
STFL
06/18/18
NO CHANGE
STFL
Applied Materials' recent weakness an attractive buying opportunity, says Stifel
Stifel analyst Patrick Ho made adjustments to his estimates for Applied Materials (AMAT) as he estimates that $250M of shipments/revenues from Samsung (SSNLF) may fall out of 2018 into 2019 due to a push out of memory investment. However, he notes that the revisions are "much more modest" than those the firm has made for Lam Research (LRCX), citing the belief that Applied is more broadly exposed to many other customers. He sees recent weakness in Applied shares as presenting a "very attractive" buying opportunity and Ho maintains a Buy rating and $75 price target on the shares.

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ASTE

Astec

$38.67

-8.65 (-18.28%)

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AAL

American Airlines

$31.72

-0.45 (-1.40%)

12:50
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10K American Airlines Nov 32 calls bought for $1.25, tied to 400K shares »

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SELB

Selecta Biosciences

$9.80

-3.57 (-26.70%)

12:47
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    Oct

SPY

SPDR S&P 500 ETF Trust

$271.39

-3.63 (-1.32%)

, SPX

S&P 500

$0.00

(0.00%)

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SPDR S&P 500 ETF Trust

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ASTE

Astec

$38.42

-8.9 (-18.81%)

12:45
10/23/18
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12:45
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Astec rating change  »

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    Oct

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FX Action: USD-CAD »

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KHC

Kraft Heinz

$55.92

-0.3 (-0.53%)

12:41
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Periodicals
Kraft Heinz to sell Indian asset portfolio to Zydus, Bloomberg reports »

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V

Visa

$137.16

-3.48 (-2.47%)

12:40
10/23/18
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Options
Visa calls lead puts 2:1 in heavy option volume as earnings approach »

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LH

LabCorp

$166.46

-2.9 (-1.71%)

12:35
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  • 24

    Oct

ABX

Barrick Gold

$13.36

0.27 (2.06%)

, GOLD

Randgold

$83.26

1.47 (1.80%)

12:35
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12:35
Hot Stocks
Barrick Gold says Glass Lewis urges holders vote for merger resolutions »

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ABX

Barrick Gold

$13.36

0.27 (2.06%)

GOLD

Randgold

$83.26

1.47 (1.80%)

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12:35
10/23/18
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12:35
General news
Treasury 2-year auction preview: the auction should go ok »

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HZNP

Horizon Pharma

$18.06

-1.19 (-6.18%)

, SELB

Selecta Biosciences

$9.72

-3.65 (-27.30%)

12:33
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12:33
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12:33
Recommendations
Horizon Pharma, Selecta Biosciences analyst commentary  »

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HZNP

Horizon Pharma

$18.06

-1.19 (-6.18%)

SELB

Selecta Biosciences

$9.72

-3.65 (-27.30%)

03/08/13
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CIDM

Cinedigm

$0.94

(0.00%)

12:33
10/23/18
10/23
12:33
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12:33
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Cinedigm in partnership with Chinese streaming channel Youku »

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  • 29

    Nov

OC

Owens Corning

$48.25

-0.47 (-0.96%)

12:32
10/23/18
10/23
12:32
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12:32
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Owens Corning rating change  »

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  • 24

    Oct

FXI

iShares China Large-Cap ETF

$39.47

-1.06 (-2.62%)

12:30
10/23/18
10/23
12:30
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12:30
Options
50K iShares Large Cap China Fund Dec 42 - 45 call spreads bought for 48c »

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JNJ

Johnson & Johnson

$138.10

-0.58 (-0.42%)

, ITCI

Intra-Cellular

$16.83

-0.38 (-2.21%)

12:25
10/23/18
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Conference/Events
JPMorgan pharma and biotech analysts to hold analyst/industry conference call »

Smid Cap Biotech Analyst…

JNJ

Johnson & Johnson

$138.10

-0.58 (-0.42%)

ITCI

Intra-Cellular

$16.83

-0.38 (-2.21%)

AGN

Allergan

$185.90

-1.85 (-0.99%)

SAGE

Sage Therapeutics

$118.28

0.25 (0.21%)

ALKS

Alkermes

$39.00

0.14 (0.36%)

ACAD

Acadia

$21.76

-0.01 (-0.05%)

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    Jan

EDU

New Oriental Education

$52.99

-9.76 (-15.55%)

12:22
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TSLA

Tesla

$279.50

18.47 (7.08%)

12:21
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  • 24

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IQV

Iqvia

$119.62

-6.74 (-5.33%)

12:20
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Options
Vote of confidence in IQVIA Holdings after earnings »

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NXE

NexGen Energy

$1.89

-0.085 (-4.30%)

12:17
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12:17
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Conference/Events
NexGen Energy management to meet with RBC Capital »

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  • 29

    Oct

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
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Technical Analysis
NYSE market internals summary »

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AEM

Agnico Eagle

$37.18

0.91 (2.51%)

12:15
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Options
Agnico Eagle put volume heavy and directionally bearish »

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  • 25

    Oct

EDU

New Oriental Education

$52.96

-9.79 (-15.60%)

12:13
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12:13
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New Oriental Education rating change  »

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  • 23

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    Nov

AAPL

Apple

$217.24

-3.38 (-1.53%)

, SPOT

Spotify

$146.50

-2.01 (-1.35%)

12:12
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Periodicals
Pandora executive admits to late timing of premium offering, VB says »

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AAPL

Apple

$217.24

-3.38 (-1.53%)

SPOT

Spotify

$146.50

-2.01 (-1.35%)

P

Pandora

$8.47

-0.12 (-1.40%)

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  • 01

    Nov

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