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NPTN

NeoPhotonics

$6.86

0.22 (3.31%)

04:48
08/07/18
08/07
04:48
08/07/18
04:48

NeoPhotonics upgraded to Buy from Neutral at B. Riley FBR

B. Riley FBR analyst Dave Kang upgraded NeoPhotonics to Buy and raised his price target for the shares to $10 from $6.50. The analyst sees improving fundamentals and increased his estimates following the company's Q2 results.

NPTN NeoPhotonics
$6.86

0.22 (3.31%)

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.
04/25/18
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.
05/21/18
NEED
05/21/18
NO CHANGE
NEED
Oclaro filing hints NeoPhotonics may have started sale process, says Needham
Needham analyst Alex Henderson said the S-4 filed by Lumentum (LITE) related to its deal to acquire Oclaro (OCLR) shows that the latter looked to make an acquisition and that company rejected the offer as insufficient but has "started a sell process." Henderson believes this unidentified company is most likely NeoPhotonics (NPTN), he tells investors. He also noted that the S-4 shows another bidder other than Lumentum offered $9 per share in cash for Oclaro, which he believes is likely Finisar (FNSR), adding that "this potential Oclaro acquirer would likely be interested in NeoPhotonics, in our opinion."
07/18/18
PIPR
07/18/18
NO CHANGE
PIPR
Piper 'incrementally more upbeat' on Optical sector into earnings
Piper Jaffray analyst Troy Jensen is "incrementally more upbeat" on the Optical sector and believes investors "need to revisit the group" ahead of the June quarter earnings results. The set up for traditional optical component suppliers has improved with the industry now five quarters into the correction that started in March 2017, Jensen tells investors in a research note. This has created easy comps while growth rates should accelerate in the second half of 2018, the analyst adds. His favorite Overweight-rated names are Lumentum (LITE), II-VI (IIVI) and Fabrinet (FN). Jensen remains Neutral on Applied Optoelectronics (AAOI), Acacia Communications (ACIA), Infinera (INFN), NeoPhotonics (NPTN) and Oclaro (OCLR).

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MTOR

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KBH

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AUY

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