Breaking News Instant updates and real-time market news.

SSNLF

Samsung

$0.00

(0.00%)

06:44
07/13/18
07/13
06:44
07/13/18
06:44

Samsung to increase capex for NAND flash, DigiTimes reports

Samsung Electronics will expand its capex for NAND flash memory to roughly $9B in 2019, up from approximately $6.4B in 2018, with a focus scaling up its 3D NAND chip output in Pyeongtaek, South Korea and Xian, China, DigiTimes says, citing a recent Chosun Ilbo report. Samsung, which is believed to be looking to defend its dominance in the market, also recently announced its fifth-generation 3D NAND memory chips putting it at least two years ahead of its rivals in the technology. Reference Link

  • 10

    Sep

SSNLF Samsung
$0.00

(0.00%)

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.
06/20/18
DADA
06/20/18
NO CHANGE
Target $125
DADA
Buy
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).
06/21/18
DADA
06/21/18
NO CHANGE
Target $90
DADA
Buy
Advanced Energy price target lowered to $90 from $100 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Advanced Energy (AEIS) to $90, citing the impact from the projected pushout of 3D NAND at Samsung (SSNLF). The analyst keeps his Buy rating however, saying that the long term bullish story on the stock is still intact, with growth driven by market demand, technology, and operations. Diffely also contends that investor concerns about "rolling over" semiconductor industry are overblown.
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.

TODAY'S FREE FLY STORIES

PSTG

Pure Storage

$23.40

1.1 (4.93%)

, NTAP

NetApp

$77.98

2.63 (3.49%)

05:10
10/17/18
10/17
05:10
10/17/18
05:10
Upgrade
Pure Storage, NetApp rating change  »

Pure Storage upgraded to…

PSTG

Pure Storage

$23.40

1.1 (4.93%)

NTAP

NetApp

$77.98

2.63 (3.49%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Oct

  • 24

    Oct

  • 25

    Oct

NTAP

NetApp

$77.98

2.63 (3.49%)

05:08
10/17/18
10/17
05:08
10/17/18
05:08
Upgrade
NetApp rating change  »

NetApp upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 24

    Oct

  • 25

    Oct

UAL

United Continental

$83.51

2.17 (2.67%)

05:04
10/17/18
10/17
05:04
10/17/18
05:04
Upgrade
United Continental rating change  »

United Continental…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

ANZFF

Air New Zealand

$0.00

(0.00%)

05:01
10/17/18
10/17
05:01
10/17/18
05:01
Upgrade
Air New Zealand rating change  »

Air New Zealand upgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

DAL

Delta Air Lines

$53.11

1.27 (2.45%)

04:59
10/17/18
10/17
04:59
10/17/18
04:59
Upgrade
Delta Air Lines rating change  »

Delta Air Lines upgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 09

    Nov

AAL

American Airlines

$33.30

1.52 (4.78%)

04:58
10/17/18
10/17
04:58
10/17/18
04:58
Upgrade
American Airlines rating change  »

American Airlines…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Oct

INFY

Infosys

$10.22

0.32 (3.23%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Downgrade
Infosys rating change  »

Infosys downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 21

    Oct

  • 22

    Oct

04:55
10/17/18
10/17
04:55
10/17/18
04:55
General news
Breaking General news story  »

Week of 10/12 MBA…

CYTK

Cytokinetics

$8.68

1.06 (13.91%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Cytokinetics management to meet with JMP Securities »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

  • 18

    Oct

  • 27

    Nov

LGND

Ligand

$210.86

10.8 (5.40%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Ligand management to meet with Craig Hallum »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

  • 18

    Oct

  • 06

    Nov

LTS

Ladenburg Thalmann

$2.89

0.24 (9.06%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Ladenburg Thalmann management to meet with Barrington »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Cowen healthcare analysts to hold an analyst/industry conference call »

Healthcare Analysts,…

NSSC

NAPCO Security

$14.13

0.51 (3.74%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
NAPCO Security management to meet with Benchmark »

Meeting to be held in New…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

  • 29

    Nov

SPLP

Steel Partners

$16.74

(0.00%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Steel Partners management to meet with Roth Capital »

Meeting to be held in the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

SAIC

SAIC

$74.26

2.09 (2.90%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
SAIC management to meet with SunTrust »

Meetings to be held on…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

AGLE

Aeglea BioTherapeutics

$10.04

0.6 (6.36%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Aeglea BioTherapeutics to hold a conference call »

Management provides an…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

AGTC

Applied Genetic

$6.78

0.04 (0.59%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Applied Genetic management to meet with Wedbush »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

TRN

Trinity Industries

$37.12

0.4 (1.09%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Trinity Industries management to meet with JPMorgan »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

  • 25

    Oct

OKTA

Okta

$61.89

3.66 (6.29%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Okta management to meet with JPMorgan »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

  • 17

    Oct

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Stephens restaurants analyst to hold a luncheon meeting »

Restaurants Analyst…

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
RBC Capital IT services & payments analyst to hold luncheon meeting »

IT Services &…

04:55
10/17/18
10/17
04:55
10/17/18
04:55
General news
Housing Starts to be reported at 08:30 »

September Housing Starts…

OXM

Oxford Industries

$82.96

2.54 (3.16%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Oxford Industries management to meet with KeyBanc »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

GNTX

Gentex

$19.36

0.13 (0.68%)

, HRS

Harris

$173.51

0.18 (0.10%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
National Business Aviation Association to hold a convention »

NBAA Business Aviation…

GNTX

Gentex

$19.36

0.13 (0.68%)

HRS

Harris

$173.51

0.18 (0.10%)

HON

Honeywell

$159.48

3.28 (2.10%)

LLL

L3 Technologies

$221.22

0.21 (0.10%)

PSX

Phillips 66

$109.84

2.63 (2.45%)

BAESY

BAE Systems

$0.00

(0.00%)

BA

Boeing

$368.10

9.29 (2.59%)

CAE

CAE

$19.12

0.175 (0.92%)

ERJ

Embraer

$20.25

0.77 (3.95%)

ESL

Esterline

$117.00

0.41 (0.35%)

GRMN

Garmin

$63.08

0.89 (1.43%)

NOC

Northrop Grumman

$312.12

6.51 (2.13%)

COL

Rockwell Collins

$135.11

0.37 (0.27%)

RYCEY

Rolls-Royce

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Oct

  • 19

    Oct

  • 24

    Oct

  • 24

    Oct

  • 26

    Oct

  • 29

    Oct

  • 30

    Oct

  • 31

    Oct

EXPR

Express

$8.76

0.16 (1.86%)

04:55
10/17/18
10/17
04:55
10/17/18
04:55
Conference/Events
Express management to meet with Wedbush »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 17

    Oct

  • 03

    Mar

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.