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AMD

AMD

$16.26

-0.28 (-1.69%)

, KLAC

KLA-Tencor

$103.24

-2.79 (-2.63%)

04:55
07/12/18
07/12
04:55
07/12/18
04:55

SEMI to hold a conference

SEMICON West 2018 will be held in San Francisco on July 10-12.

AMD

AMD

$16.26

-0.28 (-1.69%)

KLAC

KLA-Tencor

$103.24

-2.79 (-2.63%)

INTC

Intel

$51.23

-0.93 (-1.78%)

ENTG

Entegris

$33.85

-1.6 (-4.51%)

JNPR

Juniper

$28.13

-0.18 (-0.64%)

EADSY

Airbus

$0.00

(0.00%)

LMT

Lockheed Martin

$306.55

-2.255 (-0.73%)

AMAT

Applied Materials

$45.26

-1.47 (-3.15%)

TXN

Texas Instruments

$111.75

-1.97 (-1.73%)

IBM

IBM

$145.07

0.35 (0.24%)

IFNNY

Infineon

$0.00

(0.00%)

HPE

HP Enterprise

$15.18

-0.32 (-2.06%)

QCOM

Qualcomm

$57.31

-1.05 (-1.80%)

IT

Gartner

$139.85

-0.28 (-0.20%)

AMZN

Amazon.com

$1,753.05

9.96 (0.57%)

CS

Credit Suisse

$14.85

-0.355 (-2.34%)

STX

Seagate

$57.25

-1.63 (-2.77%)

ROK

Rockwell Automation

$167.29

-4.125 (-2.41%)

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AMD AMD
$16.26

-0.28 (-1.69%)

07/05/18
KEYB
07/05/18
NO CHANGE
Target $60
KEYB
Overweight
Intel price target lowered to $60 from $65 at KeyBanc
KeyBanc analyst Michael McConnell lowered his price target for Intel (INTC) to $60 from $65 saying that while DCG demand trends remain robust in the near-term, he believes that 14nm notebook platform delays in 2H18, a sub-seasonal Q3 demand outlook at notebook ODMs, new AMD (AMD) EPYC design wins at cloud customers for 2019, and 10nm manufacturing delays will likely lead to a lower multiple for the stock. McConnell reiterates an Overweight rating on Intel's shares.
06/26/18
BNCH
06/26/18
INITIATION
BNCH
Hold
AMD initiated with a Hold due to valuation at Benchmark
Benchmark initiated AMD with a Hold citing valuation.
06/26/18
BOFA
06/26/18
NO CHANGE
BOFA
Data on world's top supercomputers positive for Nvidia, says BofA/Merrill
BofA Merrill Lynch analyst Vivek Arya said new data on the world's top supercomputers is positive for Nvidia (NVDA), noting that accelerator adoption grew 21% year-over-year and Nvidia's share jumped 800 bps year-over-year to 89%. Supercomputing is quickly becoming a critical national resource, which is very positive for the "arms-dealers" like Nvidia, AMD (AMD), Intel (INTC) and Cavium (CAVM), which is being bought by Marvell (MRVL), added Arya.
06/26/18
06/26/18
INITIATION

Hold
AMD initiated with a Hold at Benchmark
As previously reported, Benchmark analyst Mike Burton initiated AMD (AMD) with a Hold rating. While investors are particularly positive on its relatively new EPYC CPU server offering given recent commentary from Intel (INTC) that it expects AMD to take increasing share of the server market, the stock's valuation gives him pause.
KLAC KLA-Tencor
$103.24

-2.79 (-2.63%)

06/05/18
DBAB
06/05/18
NO CHANGE
Target $122
DBAB
Buy
KLA-Tencor price target raised to $122 from $115 at Deutsche Bank
Deutsche Bank analyst Sidney Ho raised his price target for KLA-Tencor to $122 after meeting with management. The company appears to be incrementally more positive on its Foundry/Logic business for the second half of 2018, although the business will likely still decline year-over-year for 2018 due to a weak first half, Ho tells investors in a research note. He keeps a Buy rating on KLA-Tencor.
06/13/18
EVER
06/13/18
NO CHANGE
EVER
Applied Materials selloff a buying opportunity, says Evercore ISI
Evercore ISI analyst CJ Muse said that while he does expect a near-term pause for Lam Research (LRCX) and thinks sentiment could be a headwind for the stock, he sees no risk to consensus estimates for peers including Applied Materials (AMAT), ASML (ASML) and KLA-Tencor (KLAC). In particular, he sees the selloff in Applied Materials as a "clear buying opportunity" and would be adding to positions today, Muse tells investors.
06/22/18
NEED
06/22/18
DOWNGRADE
NEED
Hold
KLA-Tencor downgraded to Hold at Needham on increased foundry investment risk
As reported earlier, Needham analyst Y. Edwin Mok downgraded KLA-Tencor (KLAC) to Hold from Buy, saying his recent checks indicate a heightened risk for slower foundry investments in the second half of 2018. Mok says he is still positive on the company's longer-term prospects, but its foundry delays and DRAM memory push-out reported by Samsung (SSNLF) will pressure earnings for the rest of the year while limiting near-term price appreciation.
06/22/18
NEED
06/22/18
DOWNGRADE
NEED
Hold
KLA-Tencor downgraded to Hold from Buy at Needham
INTC Intel
$51.23

-0.93 (-1.78%)

07/10/18
RILY
07/10/18
NO CHANGE
Target $19
RILY
Buy
FormFactor lower after B. Riley FBR highlights 'clouded' near-term visibility
After meeting with management, B. Riley FBR analyst Craig Ellis believes FormFactor's earnings per share can still reach $1.50 in the next few years. In the near term, however, two items cloud visibility, impacting the company and numerous other front-end suppliers, Ellis tells investors in a research note. First, the analyst senses a lack of visibility in a Korean customer's 1Y DRAM ramp. Second, he believes Intel's (INTC) unanticipated CEO transition clouds the outlook for the next 14nm architecture refresh and potentially the timing of the 10nm ramp. Ellis keeps a Buy rating on FormFactor with a $19 price target. The stock in early trading is down 95c, or 6%, to $13.80.
07/11/18
SBSH
07/11/18
NO CHANGE
SBSH
Buy
Intel outlook should be 'solid' with PC data still good, says Citi
Citi analyst Christopher Danely says June notebook shipments came in above expectations at up 12%, which is positive for Intel. The analyst believes personal computer data points are overall positive for both Intel and the semiconductor sector. He expects "solid" Q3 guidance for Intel "given the PC market appears to remain strong." Danely reiterates a Buy rating on Intel, his top pick in the space.
06/28/18
RBCM
06/28/18
NO CHANGE
Target $60
RBCM
Sector Perform
Intel trends positive but volatility from CEO change possible, says RBC Capital
RBC Capital analyst Amit Daryanani kept his Sector Perform rating and $60 price target on Intel, saying the June quarter may see a modest earnings beat as the overall end-market trends for the company remain positive. The analyst points to "strong momentum from data-centric business, robust cloud capex and enterprise IT spending trends, and continued y/y stability in the broader PC market". Daryanani warns however that the stock price may be subject to some near-term volatility after the recent abrupt CEO change as well as "intensified competition" in the data center group and cloud computing group.
ENTG Entegris
$33.85

-1.6 (-4.51%)

04/19/18
LOOP
04/19/18
NO CHANGE
LOOP
TSMC 'hiccup' should be considered transient, says Loop Capital
Loop Capital analyst Chris Kapsch said Taiwan Semiconductor's (TSM) below-consensus Q2 outlook and reduced full-year sales guidance is primarily due to near-term smartphone demand and seasonality, which should be considered transient. He still thinks bigger picture secular trends and drivers - including strong memory chip demand, as well as future growth tied to IoT, AI and 5G communications - remain in place. While TSMC's view for weaker than previously anticipated Q2 results increases risk for electronic chemical stocks Versum (VSM), Entegris (ENTG) and Cabot Micro (CCMP), Kapsch said he remains comfortable with his favorable views on Entegris and Cabot. He is more cautious on Versum, given more risk associated with the capital equipment cycle and his belief that its earnings growth may trail key peers. Kapsch keeps Buy ratings on Entegris and Cabot and a Hold rating on Versum.
06/08/18
CHLM
06/08/18
NO CHANGE
Target $47
CHLM
Buy
Entegris price target raised to $47 from $42.50 at Craig-Hallum
Craig-Hallum analyst Christian Schwab reiterated a Buy rating on Entegris and raised his price target to $47 after the company announced plans to buy SAES Pure Gas for about $355M. In a research note to investors, Schwab said the acquisition adds a large bulk gas purification system to the company's existing set of tool-based applications to be able to offer end-to-end gas purification systems, and that with the deal made less than three months after the company introduced its 2020 model, which is dependent on the company's capital allocation, he has increased confidence in EPS power modestly above the mid-point of the company's $2.35-$3.00 range.
06/08/18
NEED
06/08/18
NO CHANGE
Target $44
NEED
Buy
Entegris' SAES Pure Gas deal a 'great transaction,' says Needham
Needham analyst Y. Edwin Mok reiterated a Buy rating on Entegris and raised his price target to $44 from $42 to reflect the earnings accretion from the agreement to buy SAES Pure Gas for approximately $355M. In a research note to investors, Mok called the acquisition a "great transaction" that will allow Entegris to leverage its improved financial position to buy a margin and earnings accretive business that is synergistic to its overall portfolio. He thinks Entegris will continue to pursue both CapEx and consumable businesses to expand its footprint and says the company could use debt to finance similar M&A deals longer-term.
06/07/18
LOOP
06/07/18
NO CHANGE
Target $44
LOOP
Buy
Loop Capital positive on Entegris acquisition of SAES
Loop Capital analyst Chris Kapsch says his initial impression of Entegris' acquisition of SAES Pure Gas is positive. He expects the stock to react "quite positively" given the deal's accretion and that Entegris is using cash on its balance sheet to fund the transaction. The analyst keeps a Buy rating on Entegris with a $44 price target.
JNPR Juniper
$28.13

-0.18 (-0.64%)

06/15/18
06/15/18
DOWNGRADE
Target $24

Sell
Juniper downgraded to Sell on key account weakening at Rosenblatt
As previously reported, Rosenblatt analyst Ryan Koontz downgraded Juniper (JNPR) to Sell from Neutral, stating that he believes the company is starting to see weakness in several key accounts, including AT&T (T), Comcast (CMCSA), and Alphabet (GOOGL). Those three customers collectively represent about 15% of sales, Koontz estimates. He cut his second half revenue and EPS estimates for Juniper to below consensus and lowered his price target on the shares to $24 from $28.
07/11/18
OTRG
07/11/18
UPGRADE
OTRG
Mixed
Juniper upgraded to Mixed from Negative at OTR Global
06/15/18
RSBL
06/15/18
DOWNGRADE
RSBL
Sell
Juniper downgraded to Sell from Neutral at Rosenblatt
07/11/18
07/11/18
UPGRADE

Mixed
Juniper upgraded to Mixed following checks at OTR Global
As previously reported, OTR Global upgraded Juniper to Mixed from Negative. The firm's checks indicate router and switch sales improved at Juniper partners during Q2, but weakness in security and aggressive competitive continued to limit gains.
EADSY Airbus
$0.00

(0.00%)

06/22/18
JPMS
06/22/18
NO CHANGE
JPMS
Overweight
JPMorgan adds Airbus added to Analyst Focus List, removes Safran
JPMorgan analyst David Perry added Airbus (EADSY) to his firm's Analyst Focus List and raised his price target for the shares to EUR 133 from EUR 122. The analyst removed Safran (SAFRY) from the Focus List. Perry keeps Overweight ratings on both stocks. He remains "very positive" on Safran but sees more upside in Airbus.
05/09/18
BERN
05/09/18
NO CHANGE
BERN
U.S. exiting Iran deal minor negative for Boeing, Airbus, says Bernstein
Bernstein analyst Douglas Harned notes that President Trump announced that the U.S. will withdraw from the 2015 Iran nuclear accord, and will reinstate sanctions on that country. The analyst sees only minimal impact to commercial aerospace as neither Airbus (EADSY) nor Boeing (BA) will change production rates on this change, and the total number of orders affected represents just 2% of the companies' combined order backlogs. For defense contractors with significant Middle Eastern exposure, heightened regional tensions could drive increased demand for missile defense, in particular, but potentially also aircraft, ships, missiles, and vehicles, he contends. Harned believes Raytheon (RTN) is well positioned, having the highest exposure to missile defense and tactical missile sales to the Middle East, with Lockheed Martin (LMT) also a strong player.
06/15/18
BERN
06/15/18
NO CHANGE
Target $422
BERN
Outperform
Etihad fleet plan changes shouldn't be major issue for Boeing, says Bernstein
After The Wall Street Journal reported that Etihad Airways may seek to defer or cancel its 25 orders for Boeing (BA) 777Xs as part of a broad restructuring program, Bernstein analyst Douglas Harned said he expects the direct financial impact to be minimal as Boeing should be able to resell the slots for the five 777Xs expected to be delivered before 2022 and Etihad would have to pay penalties. While risk to the 777X program is a broader and more important concern, Harned noted that Boeing's CEO expressed confidence in 777X demand at Bernstein's conference just two weeks ago and the analyst sees very little long-term risk to this program. He keeps an Outperform rating and $422 price target on Boeing.
05/17/18
BERN
05/17/18
NO CHANGE
Target $422
BERN
Outperform
WTO rulings 'clearly in favor' of Boeing, says Bernstein
Bernstein analyst Douglas Harned commented on the WTO Appellate Body ruling on A350 and A380 launch aid. In a research note to investors, Harned contented that many findings went in Airbus' (EADSY) direction, he views the most important issues as A350 and A380 launch aid and that issues on earlier subsidies are "not considered relevant." The rulings on A350 and A380 launch aid, he said, appear to be "clearly in favor" of Boeing (BA), but added that it is unclear what scale of action is now warranted in response. He expects the AB's action related to EU claims of Boeing subsidies to come later this year. The analyst has an Outperform rating on Airbus and Boeing, with respective targets of EUR129 and $422.
LMT Lockheed Martin
$306.55

-2.255 (-0.73%)

05/24/18
STFL
05/24/18
NO CHANGE
Target $65
STFL
Buy
AeroVironment well-positioned to win new Army contract, says Stifel
Separate from AeroVironment's (AVAV) recent Switchblade contract announcement, Stifel analyst Joseph DeNardi highlighted that the Army recently posted a request for information for Switchblade production from FY19-FY26. DeNardi said it is unclear what the likelihood is that AeroVironment continues to be the sole-source Switchblade provider as it has been from FY17-FY19, as he assumes multiple contractors will reply and suspects that offerings presumably from companies like Raytheon (RTN), Textron (TXT) and possibly Lockheed (LMT) will be more mature than they were a few years ago. Still, he is encouraged by the length of the performance period for the new RFI and views AeroVironment as well-positioned to win the competition, DeNardi tells investors. He keeps a Buy rating and $65 price target on the stock.
04/26/18
MSCO
04/26/18
NO CHANGE
MSCO
Defense weakness due to correction, not change in narrative, says Morgan Stanley
Morgan Stanley analyst Rajeev Lalwani noted that Defense stocks are down about 6% and underperforming an already weak market in the last few days, which he finds particularly surprising given the Q1 EPS beats from General Dynamics (GD), Lockheed Martin (LMT) and Northrop Grumman (NOC). He attributes the underperformance to three dynamics: outperformance year-to-date prior to the selloff; the catalyst of large budget step-ups having materialized; and fuller valuation, which has being corrected. None of these are fundamental, added Lalwani, saying he is still constructive on Lockheed, Raytheon (RTN) and Northrop.
05/22/18
FBCO
05/22/18
NO CHANGE
Target $335
FBCO
Neutral
Lockheed Martin price target lowered to $335 from $380 at Credit Suisse
Credit Suisse analyst Robert Spingarn lowered his price target for Lockheed Martin to $335 from $380 as he downgrades his outlook for Defense hardware stocks to neutral from bullish. The analyst reiterates a Neutral rating on the shares.
AMAT Applied Materials
$45.26

-1.47 (-3.15%)

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.
07/11/18
RBCM
07/11/18
NO CHANGE
RBCM
Sector Perform
Applied Materials long-term demand drivers net positive, says RBC Capital
RBC Capital analyst Mitch Steves kept his Sector Perform rating on Applied Materials after attending the company-hosted AI Design forum. The analyst says his takeaway on its prospects is "incrementally more positive" amid expectations of continued data growth, AI spending, rising complexity of chips, and the need for more memory to meet AI's increasingly pervasive presence. Steves says his neutral stance on Applied Materials reflects his patience "until we get closer to 96-layer spending in 2019."
07/09/18
SUSQ
07/09/18
NO CHANGE
Target $65
SUSQ
Positive
Applied Materials price target lowered to $65 from $73 at Susquehanna
Susquehanna analyst Mehdi Hosseini reduced Positive rated Applied Materials estimates and lowered its price target to $65 from $73 to reflect a slowdown in memory spending. Hosseini said WFE spend in 2018 is now more weighted towards 1H, with a run-rate above $50B, and now assumes a decline in 2H 2018 below $50B, and expects it to remain below $50B in 1H 2019 before a rebound in 2H 2019. The analyst is forecasting the SSG business to decline 15-20% from the peak revenue of $2.999B in April quarter 2018 and reduced his FY18 earnings estimate to $4.62 versus consensus of $4.60, and lowered FY19 to $4.11, well below consensus of $4.65.
TXN Texas Instruments
$111.75

-1.97 (-1.73%)

07/11/18
07/11/18
UPGRADE
Target $134

Buy
Texas Instruments upgraded to Buy on bullish checks at Longbow
As previously reported, Longbow upgraded Texas Instruments to Buy from Neutral with a $134 price target. Analyst Shawn Harrison said CY2Q semi sales grew +4.5% versus seasonality of +3.9%-4%, connector sales grew +5% sequentially versus seasonality of +3.3%-3.4%, and contacts see CY3 global semi and connector sales 50-60bp better than seasonality. The analyst expects CY2 industry organic sales and CY3 guidance to come in ahead of consensus and views Texas Instruments as a "semi safe haven" during market uncertainty due to free cash flow generation, an under-leveraged balance sheet, aggressive buybacks.
07/11/18
LBOW
07/11/18
UPGRADE
LBOW
Buy
Texas Instruments upgraded to Buy from Neutral at Longbow
07/10/18
LOOP
07/10/18
NO CHANGE
Target $135
LOOP
Buy
Texas Instruments may deliver 'moderate upside' on Q2 results, says Loop Capital
Loop Capital analyst Cody Acree kept his Buy rating and $135 price target on Texas Instruments ahead of its Q2 earnings, saying he expects "solid results with likely moderate upside to consensus expectations on both sales and earnings". The analyst cites strength in the Auto and Industrial segments, which account for about about 55% of TI's revenue, while also anticipating a strong outlook for Q3 amid building momentum in the Personal Electronics segment. Acree also expects Texas Instruments to demonstrate "continued sequential gross margin expansion and tight operating expense control".
07/10/18
ATLE
07/10/18
INITIATION
Target $130
ATLE
Overweight
Texas Instruments initiated with an Overweight at Atlantic Equities
Atlantic Equities analyst Richard Radbourne initiated Texas Instruments with an Overweight and $130 price target.
IBM IBM
$145.07

0.35 (0.24%)

06/28/18
NOMU
06/28/18
INITIATION
Target $160
NOMU
Buy
Nomura initates IBM with Buy, HP Enterprise with Neutral
Nomura Instinet analyst Jeffrey Kvaal initiated coverage of IBM (IBM) with a Buy rating and $160 price target and HP Enterprise (HPE) with a Neutral rating and $16 price target. IBM's push into cloud, security, and artificial intelligence appears to be more thorough than HP Enterprise's shift toward networking and hybrid cloud support, Kvaal tells investors in a research note. The analyst considers IBM's offerings in cloud, analytics and security to be differentiated. He thinks the potential 5% growth in analytics and 20% growth in cloud and security can be durable. IBM's growth is not reflected in current estimates or the multiple, Kvaal contends. On the other hand, he believes HP Enterprise may miss out on the rising percentage of IT spending without a full cloud strategy or a sizeable security story. He sees this as limiting the company's long-term revenue growth prospects.
06/28/18
NOMU
06/28/18
INITIATION
Target $160
NOMU
Buy
IBM initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal started IBM with a Buy rating and $160 price target. Growth in the company's Strategic Imperatives businesses should offset declines in the legacy unit, Kvaal tells investors in a research note. The analyst believes IBM's sales growth potential for this year and next is not reflected in current estimates or the stock's multiple. A return to consistent sales growth should boost the price-to-earnings multiple to 11 times from about 10, the analyst contends.
06/27/18
NOMU
06/27/18
INITIATION
Target $160
NOMU
Buy
IBM initiated with a Buy at Nomura Instinet
Nomura initiated IBM with a Buy and $160 price target.
06/15/18
MSCO
06/15/18
NO CHANGE
Target $198
MSCO
Overweight
IBM positioned to take share in security market, says Morgan Stanley
After attending an IBM-hosted webcast on its Security capabilities, Morgan Stanley analyst Katy Huberty stated in a note to investors that she believes the company's integrated portfolio strengthened by AI, cloud and collaboration capabilities positions IBM to take share in a market that represents a total opportunity of $120B. IBM is "uniquely capable" to deliver fully integrated security solutions that allow customers to consolidate vendors, connect solutions, run centralized analytics and automate responses, said Huberty, who keeps an Overweight rating and $198 price target on IBM shares.
IFNNY Infineon
$0.00

(0.00%)

09/14/17
GSCO
09/14/17
DOWNGRADE
GSCO
Neutral
Infineon downgraded to Neutral from Buy at Goldman Sachs
Goldman Sachs analyst Alexander Duval downgraded Infineon Technologies to Neutral with a price target of EUR 21.30 citing the recent outperformance of the shares.
01/18/18
GSCO
01/18/18
UPGRADE
GSCO
Buy
Infineon upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Alexander Duval upgraded Infineon to Buy citing the company's share gains in the auto segment.
HPE HP Enterprise
$15.18

-0.32 (-2.06%)

06/28/18
NOMU
06/28/18
INITIATION
Target $16
NOMU
Neutral
HP Enterprise initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal started HP Enterprise with a Neutral rating and $16 price target.
05/23/18
LOOP
05/23/18
NO CHANGE
Target $23
LOOP
Buy
HP Enterprise has multiple catalysts over the next 2-3 years, says Loop Capital
Loop Capital analyst Ananda Baruah kept his Buy rating and $23 price target on HP Enterprise (HPE) after its Q2 earnings, saying he continues to expect the company to approach $2.00 EPS by FY20. The analyst states that HP's Tier 1 cloud business with Microsoft (MSFT) is no longer declining, while all of its other businesses are flat or growing. Baruah also expects the company to pass on about 30c to the bottom line in FY19-FY20 related to the cost savings from its NEXT initiative.
05/21/18
LOOP
05/21/18
NO CHANGE
Target $23
LOOP
Buy
HP Enterprise has multiple catalysts for next 2-3 years, says Loop Capital
Loop Capital analyst Ananda Baruah kept his Buy rating and $23 price target on HP Enterprise (HPE), saying the company has multiple catalysts for the next 8-12 quarters while generating "incremental earnings" relative to its FY18 guidance. Baruah adds that the company's Tier 1 Cloud computing business with Microsoft (MSFT) is no longer on the decline, while all of its other segments are either flat or growing. The analyst states that these trends are not "well appreciated" by investors, and that the company could "handily" beat on earnings when it reports results tomorrow.
QCOM Qualcomm
$57.31

-1.05 (-1.80%)

06/08/18
CHLM
06/08/18
NO CHANGE
Target $330
CHLM
Buy
Broadcom remains a 'free cash flow machine,' says Craig-Hallum
Craig-Hallum analyst Anthony Stoss reiterated a Buy rating and $330 price target on Broadcom (AVGO) following its Q2 earnings report, calling the company a free cash flow generating "machine." Stoss said in a research note that although management seemed to paint a more muted picture in the near-term, he is looking for a strong second half of the year driven by a rebound in their wireless business in connection with Apple's (AAPL) next generation phone ramp, and expects Broadcom to pursue smaller M&A with Qualcomm (QCOM) now in the rearview mirror.
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".
06/05/18
06/05/18
NO CHANGE

Qualcomm announces joint effort with Sprint to offer unlimited data
Qualcomm Technologies, a subsidiary of Qualcomm (QCOM), announced a joint effort with Sprint (S) for Sprint to offer its customers free unlimited data in 2018 with AutoPay on Qualcomm Snapdragon Always Connected PCs from Asus, HP and Lenovo. Consumers expect an always-connected computing experience, and this offer is set to change the way people work, create and play on mobile PC devices as the ultrathin and 2-in-1 device category grows.
06/27/18
NORL
06/27/18
NO CHANGE
NORL
Underperform
Intel could lose spot as second modem source at Apple, says Northland
Northland analyst Gus Richard said earlier that contacts he spoke with at the Design Automation conference indicated that that MediaTek might become the second source to Qualcomm (QCOM) at Apple (AAPL) for modems, displacing Intel (INTC). Additionally, while it has been rumored in the press previously that Apple is working on its own CPU for its notebooks to replace the Intel chip it currently uses, Richard said this rumor was confirmed by one contact. Richard maintains an Underperform rating on Intel shares, which are down 1.2% to $49.06 in afternoon trading.
IT Gartner
$139.85

-0.28 (-0.20%)

05/09/18
CANT
05/09/18
NO CHANGE
Target $148
CANT
Overweight
Gartner price target raised to $148 from $139 at Cantor Fitzgerald
Cantor Fitzgerald analyst Joseph Foresi raised his price target for Gartner to $148 saying "solid growth" and better than expected margins drove the Q1 beat. The analyst expects the improving trends to continue in the medium term and keeps an Overweight rating on the shares.
04/12/18
FBCO
04/12/18
NO CHANGE
Target $115
FBCO
Outperform
PC shipment data supportive of bullish thesis on Microsoft, says Credit Suisse
Credit Suisse analyst Michael Nemeroff notes that both IDC and Gartner (IT) reported preliminary PC shipment data that called out strength in the commercial market. The analyst points out that IDC highlighted that PC shipments outperformed in Q1, while Gartner noted that Q1 commercial PC shipments were strong, largely driven by Windows 10 migrations that were previously postponed during 2017. Nemeroff believes these data are supportive of his bullish thesis on Microsoft (MSFT) shares, as there is a high correlation to enterprises upgrading their productivity suite platform when upgrading their OS environments, or replacing PCs. The analyst reiterates an Outperform rating and $115 price target on Microsoft shares.
05/09/18
BMOC
05/09/18
NO CHANGE
Target $145
BMOC
Outperform
Gartner price target raised to $145 from $135 at BMO Capital
BMO Capital analyst Jeffrey Silber raised his price target on Gartner to $145 after its EPS beat that was driven by "much better than expected" Research performance and strong growth in "contract value, retention, productivity, and margins". The analyst keeps his Outperform rating, adding that Gartner is "one of the best positioned and managed companies in the sector".
05/09/18
WELS
05/09/18
NO CHANGE
Target $130
WELS
Market Perform
Gartner price target raised to $130 from $120 at Wells Fargo
Wells Fargo analyst William Warmington raised his price target for Gartner to $130 from $120 after the company delivers "strong" Q1 results and as CEB shows improvement. The analyst reiterates a Market Perform rating on the shares.
AMZN Amazon.com
$1,753.05

9.96 (0.57%)

07/11/18
MSCO
07/11/18
NO CHANGE
Target $1700
MSCO
Overweight
Morgan Stanley says Amazon ads, cloud to drive up estimates, cushion investing
Morgan Stanley analyst Brian Nowak believes Amazon's high-margin revenue streams of advertising, AWS and subscription revenue can generate about $25B of EBIT in 2018, which he sees powering upward revisions to estimates while allowing the company to invest at "record levels." Nowak, who notes that his Q2 and Q3 GAAP EBIT estimates are 14% and 47%, respectively, above Street consensus, also notes that contribution from these high-margin revenue streams should only grow over time. Nowak, who keeps an Overweight rating and $1,700 price target on Amazon shares, sees a path in a bull case for the stock to advance to $2,600 per share.
07/10/18
EVER
07/10/18
UPGRADE
Target $121
EVER
Outperform
Quest Diagnostics upgraded to Outperform at Evercore ISI on improved volume view
As reported earlier, Evercore ISI analyst Ross Muken upgraded Quest Diagnostics (DGX) to Outperform from In Line and raised his price target to $121 from $108. The analyst notes that the company will likely be the beneficiary of improved volumes, stable pricing, heightened M&A and fund flows amid the heightened volatility within the Rx supply chain. Muken believes that the company is "less exposed to political risk and big bad Amazon (AMZN)" competition, while its new management has also effectively reduced costs and deployed capital.
07/09/18
SBSH
07/09/18
DOWNGRADE
Target $69
SBSH
Neutral
Walgreens Boots Alliance downgraded to Neutral from Buy at Citi
Citi analyst Ralph Giacobbe downgraded Walgreens Boots Alliance (WBA) to Neutral after assuming coverage of the name. The analyst lowered his price target for the shares to $69 from $76. The analyst finds it difficult to argue for "meaningful multiple expansion" given headwinds from industry pressures and a dynamic and changing backdrop. Further, Amazon's (AMZN) recent acquisition of PillPack reignites "further competitive fears," Giacobbe tells investors in a research note.
07/09/18
SBSH
07/09/18
UPGRADE
Target $81
SBSH
Buy
CVS Health assumed to Buy from Neutral at Citi
Citi analyst Ralph Giacobbe upgraded CVS Health (CVS) to Buy after assuming coverage of the name. The analyst raised his price target for the shares to $81 from $68. While the execution of an integrated healthcare superstore post the pending Aetna (AET) acquisition may be a long way off, the concept will resonate with employers and individuals, Giacobbe tells investors in a research note. He believes deal integration and competitive Amazon (AMZN) risk are "somewhat overstated particularly in the context of heavily discounted valuation."
CS Credit Suisse
$14.85

-0.355 (-2.34%)

01/16/18
01/16/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Axalta Coating (AXTA) resumed with an Underperform at BofA/Merrill. 2. UBS (UBS) and Credit Suisse (CS) were initiated with an Underweight at Barclays. 3. Nutrien (NTR) initiated with a Neutral at Goldman Sachs. 4. Cambrex (CBM) initiated with an Outperform at William Blair. 5. Dicerna (DRNA) initiated with an Outperform at Evercore ISI. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
02/15/18
02/15/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Bristol-Myers (BMY) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst David Risinger saying he has become more optimistic on the immuno-oncology Opdivo + Yervoy combo in first-line lung cancer, which he notes is the largest cancer market. 2. Salesforce (CRM) upgraded to Buy from Hold at Jefferies with analyst John DiFucci saying recent field checks indicate continued strong enterprise traction as well improved commercial segment momentum, likely due to moderating Microsoft (MSFT) competition. 3. Credit Suisse (CS) upgraded to Buy from Hold at Societe Generale. 4. FMC Corporation (FMC) upgraded to Buy from Neutral at Seaport Global with analyst Michael Harrison saying he sees near-term catalysts from the Ag market recovery and secular growth in lithium, which the company plans to spinoff. 5. Baidu (BIDU) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Grace Chen citing expectations for search sales reacceleration in 2018, the potential catalyst of the iQiyi IPO and the long-term potential contributions from AI. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/16/18
LEHM
01/16/18
INITIATION
LEHM
Underweight
Credit Suisse initiated with an Underweight at Barclays
Barclays analyst Amit Goel started Credit Suisse with an Underweight rating and CHF 15.4 price target. The analyst thinks the company's new targets for 2019 and 2020 will not be achieved, along with some of the targets for 2018. He sees 16% downside potential from current share levels.
02/15/18
SOCG
02/15/18
UPGRADE
SOCG
Buy
Credit Suisse upgraded to Buy from Hold at Societe Generale
STX Seagate
$57.25

-1.63 (-2.77%)

05/02/18
CHLM
05/02/18
DOWNGRADE
CHLM
Hold
Seagate downgraded to Hold from Buy at Craig-Hallum
06/14/18
LOOP
06/14/18
NO CHANGE
Target $70
LOOP
Buy
Seagate gross margins to track higher for the rest of 2018, says Loop Capital
Loop Capital analyst Ananda Baruah kept his Buy rating and $70 price target on Seagate, saying the company should continue tracking to the upside in its gross margins for the rest of this year. The analyst cites continued growth of demand for cloud drives and absorption of costs starting with the September quarter. Baruah also anticipates Seagate to reach annual EPS of over $6 one year earlier than expected.
06/06/18
MSCO
06/06/18
NO CHANGE
MSCO
Overweight
Morgan Stanley prefers Seagate to Western Digital due to NAND headwinds
After comparing the valuation, portfolio positioning, pricing, and gross margin trajectories of Seagate (STX) and Western Digital (WDC), Morgan Stanley analyst Katy Huberty concluded that both stocks "appear cheap for the long-term" given the exponential data growth in the next computing cycle, dubbed "the Data Era." In the nearer-term, however, concerns around NAND pricing lead Huberty to keep an Equal Weight rating on Western Digital and express a preference for Seagate, on which she has an Overweight rating.
05/02/18
05/02/18
DOWNGRADE
Target $57

Hold
Seagate downgraded to Hold at Craig-Hallum
As previously reported, Craig-Hallum analyst Christian Schwab downgraded Seagate to Hold from Buy saying that with solid fundamentals now largely reflected in estimates he sees a more limited potential for upside revisions from here. Further, while the company has maintained solid gross margins the analyst was hopeful that in a strong demand environment with an improving mix of business the company could have driven gross margins near the higher end of their 29%-33% long-term gross margin range. Schwab also lowered his price target on the shares to $57 from $63 as he believes "the easy money has now largely been made."
ROK Rockwell Automation
$167.29

-4.125 (-2.41%)

06/19/18
BARD
06/19/18
NO CHANGE
Target $110
BARD
Outperform
PTC price target raised to $110 after analyst day at Baird
Baird analyst Rob Oliver attended PTC's (PTC) analyst day, where he said several meaningful announcements were made. The analyst noted 2023 targets were introduced, management tweaked up 2021 targets, a new partnership with Ansys (ANSS) was announced, and there was additional color given on the Rockwell Automation (ROK) partnership. Oliver reiterated his Outperform rating and raised his price target to $110 from $103 on PTC shares following the analyst event.
06/27/18
WOLF
06/27/18
INITIATION
Target $190
WOLF
Peer Perform
Rockwell Automation initiated with a Peer Perform at Wolfe Research
Wolfe Research initiated Rockwell Automation with a Peer Perform and price target of $190.
06/11/18
JPMS
06/11/18
NO CHANGE
JPMS
Neutral
Rockwell investment a strategic positive for PTC, says JPMorgan
JPMorgan analyst Sterling Auty views Rockwell Automation's (ROK) investment as a strategic positive for PTC (PTC) saying it will "help open the doors into thousands of companies" that traditionally have not used PTC for its core computer aided design capabilities. Auty finds it interesting that Rockwell did not simply acquire the entire company rather than settling for a minority investment in PTC. The analyst keeps a Neutral rating on shares of PTC.
06/12/18
BARD
06/12/18
NO CHANGE
Target $103
BARD
Outperform
Rockwell partnership endorses PTC technology, says Baird
Baird analyst Rob Oliver noted Rockwell Automation (ROK) and PTC (PTC) announced a strategic partnership in which Rockwell will make a $1B equity investment in PTC. The analyst believes the partnership endorses PTC's technology and valuation as the investment is being made at a 9% premium. Oliver reiterated his Outperform rating and raised his price target to $103 from $95 on PTC shares.

TODAY'S FREE FLY STORIES

VAPO

Vapotherm

$0.00

(0.00%)

20:28
11/13/18
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20:28
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20:28
Syndicate
Vapotherm 4M share IPO priced at $14.00 »

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M

Macy's

$35.77

-1.27 (-3.43%)

, APRN

Blue Apron

$1.22

-0.03 (-2.40%)

20:25
11/13/18
11/13
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20:25
Earnings
Notable companies reporting before tomorrow's open »

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M

Macy's

$35.77

-1.27 (-3.43%)

APRN

Blue Apron

$1.22

-0.03 (-2.40%)

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BWXT

BWX Technologies

$42.34

-1.849 (-4.18%)

20:24
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11/13
20:24
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20:24
Initiation
BWX Technologies initiated  »

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EIX

Edison International

$55.56

2.02 (3.77%)

20:22
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11/13
20:22
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20:22
Downgrade
Edison International rating change at Edward Jones »

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PCG

PG&E

$32.70

-0.25 (-0.76%)

20:22
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11/13
20:22
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20:22
Downgrade
PG&E rating change at Edward Jones »

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JNCE

Jounce Therapeutics

$4.40

-0.06 (-1.35%)

20:21
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11/13
20:21
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20:21
Downgrade
Jounce Therapeutics rating change at JPMorgan »

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MFGP

Micro Focus

$16.76

0.65 (4.03%)

20:17
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11/13
20:17
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20:17
Upgrade
Micro Focus rating change at Goldman Sachs »

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BXS

BancorpSouth

$28.92

0.14 (0.49%)

20:15
11/13/18
11/13
20:15
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20:15
Hot Stocks
BancorpSouth to acquire Merchants Trust for up to $43M in cash and stock deal »

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RVI

Retail Value

$28.05

-0.13 (-0.46%)

20:13
11/13/18
11/13
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20:13
Hot Stocks
Retail Value closes sale of International Drive Value Center for $26.2M »

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BXS

BancorpSouth

$28.92

0.14 (0.49%)

20:12
11/13/18
11/13
20:12
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20:12
Hot Stocks
BancorpSouth to acquire Casey Bancorp for up to $56.8M in cash and stock deal »

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TI

Telecom Italia

$6.07

0.06 (1.00%)

19:27
11/13/18
11/13
19:27
11/13/18
19:27
Downgrade
Telecom Italia rating change at Morgan Stanley »

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HNHPF

Hon Hai Precision

$0.00

(0.00%)

19:25
11/13/18
11/13
19:25
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19:25
Downgrade
Hon Hai Precision rating change at HSBC »

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RGLD

Royal Gold

$71.33

-0.17 (-0.24%)

19:23
11/13/18
11/13
19:23
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19:23
Hot Stocks
Royal Gold increases quarterly dividend to 26.5c from 25c per share »

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VZ

Verizon

$58.67

-0.05 (-0.09%)

, MSI

Motorola Solutions

$126.92

-0.01 (-0.01%)

19:16
11/13/18
11/13
19:16
11/13/18
19:16
Hot Stocks
Verizon discloses completion of its first 5G data transmission on a smartphone »

Verizon (VZ) - in…

VZ

Verizon

$58.67

-0.05 (-0.09%)

MSI

Motorola Solutions

$126.92

-0.01 (-0.01%)

SSNLF

Samsung

$0.00

(0.00%)

QCOM

Qualcomm

$54.19

-0.29 (-0.53%)

03/08/13
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03/06/13
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03/06/13
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ORN

Orion Group

$4.59

0.26 (6.00%)

19:08
11/13/18
11/13
19:08
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19:08
Hot Stocks
Orion Group awarded $8M contract »

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RENN

Renren

$1.53

0.08 (5.52%)

19:01
11/13/18
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19:01
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19:01
Hot Stocks
Renren to dispose of all assets in SNS business to Beijing Infinities »

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PETQ

PetIQ

$31.27

-1.77 (-5.36%)

, MTSI

Macom

$15.17

0.28 (1.88%)

19:01
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Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: PetIQ…

PETQ

PetIQ

$31.27

-1.77 (-5.36%)

MTSI

Macom

$15.17

0.28 (1.88%)

SVMK

SurveyMonkey

$11.33

-0.185 (-1.61%)

REZI

Resideo

$21.28

-0.06 (-0.28%)

LAUR

Laureate Education

$15.53

-0.41 (-2.57%)

VREX

Varex Imaging

$26.11

-0.65 (-2.43%)

SIVB

SVB Financial

$242.68

1.84 (0.76%)

CLD

Cloud Peak

$1.32

-0.12 (-8.33%)

ETSY

Etsy

$47.31

-3.33 (-6.58%)

MMM

3M

$198.40

1.31 (0.66%)

EGBN

Eagle Bancorp

$49.19

0.48 (0.99%)

GDEN

Golden Entertainment

$14.32

-0.46 (-3.11%)

AKBA

Akebia

$7.76

0.04 (0.52%)

AMRS

Amyris

$5.90

0.04 (0.68%)

QRHC

Quest Resource

$2.23

-0.01 (-0.45%)

SWCH

Switch

$9.27

-0.075 (-0.80%)

WIX

Wix.com

$91.30

2.83 (3.20%)

TLRY

Tilray

$111.25

-1.95 (-1.72%)

APRN

Blue Apron

$1.22

-0.03 (-2.40%)

RESN

Resonant

$2.88

-0.03 (-1.03%)

CDNA

CareDx

$25.49

-2.01 (-7.31%)

LADR

Ladder Capital

$17.58

-0.03 (-0.17%)

ED

Consolidated Edison

$79.14

0.48 (0.61%)

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BA

Boeing

$349.62

-7.31 (-2.05%)

18:58
11/13/18
11/13
18:58
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18:58
Periodicals
Boeing, FAA mulls software fix for 737 Max, Bloomberg says »

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SFTBF

SoftBank

$0.00

(0.00%)

18:38
11/13/18
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18:38
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18:38
Periodicals
SoftBank invests additional $3B in WeWork, NY Times reports »

WeWork said that SoftBank…

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GDEN

Golden Entertainment

$14.32

-0.46 (-3.11%)

18:32
11/13/18
11/13
18:32
11/13/18
18:32
Hot Stocks
Golden Entertainment CFO Charles Protell buys 13.3K shares of common stock »

In a regulatory filing,…

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EAGL

Platinum Eagle Acquisition Corp.

$9.90

0.03 (0.30%)

18:29
11/13/18
11/13
18:29
11/13/18
18:29
Hot Stocks
Platinum Eagle Acquisition Corp to merge with Target Logistics Management »

Platinum Eagle…

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LBRDK

Liberty Broadband

$82.54

0.16 (0.19%)

18:12
11/13/18
11/13
18:12
11/13/18
18:12
Conference/Events
Liberty Broadband to host investor meeting »

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  • 14

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LBRDA

Liberty Broadband

$82.52

0.22 (0.27%)

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

Investor meeting to be…

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  • 14

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SGEN

Seattle Genetics

$54.84

-0.18 (-0.33%)

18:10
11/13/18
11/13
18:10
11/13/18
18:10
Hot Stocks
Seattle Genetics granted FDA Orphan designation for Adcetris »

According to a post on…

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GLIBA

GCI Liberty

$46.49

0.72 (1.57%)

18:10
11/13/18
11/13
18:10
11/13/18
18:10
Conference/Events
GCI Liberty to host investor meeting »

Investor meeting to be…

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