Breaking News Instant updates and real-time market news.

AAOI

Applied Optoelectronics

$37.31

-1.63 (-4.19%)

16:16
08/07/18
08/07
16:16
08/07/18
16:16

Applied Optoelectronics reports Q2 EPS 64c, consensus 45c

Reports Q2 revenue $87.8M, consensus $77.82M.

  • 07

    Aug

AAOI Applied Optoelectronics
$37.31

-1.63 (-4.19%)

06/11/18
RSBL
06/11/18
INITIATION
RSBL
Sell
Applied Optoelectronics initiated with a Sell at Rosenblatt
Rosenblatt analyst Jun Zhang initiated Applied Optoelectronics with a Sell and $30 price target saying pricing wares are likely to continue to depress gross margins throughout the year and into 2019. Xhang expects increasing price competition in the 100G and 400G module markets and has concerns that Applied's 40% gross margins are unrealistic going forward, and does not believe this is reflected in consensus estimates. The analyst is forecasting 2019 earnings of $1.95, versus consensus of $2.86.
06/13/18
RSBL
06/13/18
NO CHANGE
RSBL
Sell
Applied Optoelectronics could be pressured by Google tightening, says Rosenblatt
Rosenblatt analyst Jun Zhang said checks point to a modest new tightening of capital spending at Alphabet's (GOOG) Google in Q2, which could lead to pressure on Applied Optoelectronics (AAOI). Among suppliers with modest exposure to Alphabet, Zhang currently sees minimal impact to Arista (ANET) and Juniper (JNPR). Zhang keeps a Sell rating on Applied shares.
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).
08/01/18
LOOP
08/01/18
NO CHANGE
LOOP
Loop Capital says Macom comments suggest Applied Optoelectronics, Finisar risk
Loop Capital analyst James Kisner noted that Macom (MTSI) said on its earnings call that last quarter it expanded its roster of white-box transceiver partners and launched its Data Center solutions business. He quotes the company as having said that its agreement with a new customer "enables a new high-volume optical manufacturer to enter the business of delivering fully-qualified CWDM4 transceivers to cloud service providers from their new 400,000-square-foot manufacturing facility." Kisner said the comments suggest a significant risk to the data center optics businesses of Applied Optoelectronics (AAOI) and Finisar (FNSR) now appears to be realized, as customers such as Amazon (AMZN) can effectively "cut out the middlemen" from the module assembly business. About 80% of both Applied's and Finisar's sales come from datacom transceivers, which is business most directly threatened by this development, added Kisner.

TODAY'S FREE FLY STORIES

SPY

SPDR S&P 500 ETF Trust

$290.80

-2.84 (-0.97%)

08:17
06/26/19
06/26
08:17
06/26/19
08:17
Technical Analysis
SPDR S&P 500 ETF Trust: Pivot points »

The following are 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

TGT

Target

$85.70

-1.03 (-1.19%)

, AMZN

Amazon.com

$1,879.26

-34.17 (-1.79%)

08:17
06/26/19
06/26
08:17
06/26/19
08:17
Hot Stocks
Target to hold 'Target Deal Days' sale on July 15 and 16 »

Target (TGT) announced…

TGT

Target

$85.70

-1.03 (-1.19%)

AMZN

Amazon.com

$1,879.26

-34.17 (-1.79%)

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

  • 10

    Jul

  • 21

    Aug

XLF

Financial Select Sector

$27.02

-0.1 (-0.37%)

08:17
06/26/19
06/26
08:17
06/26/19
08:17
Technical Analysis
Financial Select Sector: Pivot points »

The following are 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

SMH

Market Vectors Semiconductor

$105.46

-1.875 (-1.75%)

08:16
06/26/19
06/26
08:16
06/26/19
08:16
Technical Analysis
Market Vectors Semiconductor: Pivot points »

The following are 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

QQQ

Invesco QQQ Trust

$184.92

-3.26 (-1.73%)

08:16
06/26/19
06/26
08:16
06/26/19
08:16
Technical Analysis
Invesco QQQ Trust: Pivot points »

The following are 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

$COMP

Nasdaq Composite

$0.00

(0.00%)

08:16
06/26/19
06/26
08:16
06/26/19
08:16
Technical Analysis
Nasdaq Composite: Pivot points »

The following are 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

GEMP

Gemphire Therapeutics

$1.20

0.285 (31.15%)

08:16
06/26/19
06/26
08:16
06/26/19
08:16
Hot Stocks
Gemphire announces data from FPLD Phase 2a proof-of-concept NAFLD/NASH trial »

Gemphire Therapeutics…

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

NDX

Nasdaq 100 Index

$0.00

(0.00%)

08:16
06/26/19
06/26
08:16
06/26/19
08:16
Technical Analysis
Nasdaq 100 Index: Pivot points »

The following are 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

PBR

Petrobras

$15.99

-0.59 (-3.56%)

08:15
06/26/19
06/26
08:15
06/26/19
08:15
Syndicate
Update: Petrobras 120.67M share Secondary priced at $15.84 »

UBS, Morgan Stanley and…

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

  • 26

    Jun

08:15
06/26/19
06/26
08:15
06/26/19
08:15
General news
International Trade in Goods Balance to be reported at 08:30 »

May International Trade…

08:15
06/26/19
06/26
08:15
06/26/19
08:15
General news
Wholesale Inventories [Advance] M/M % hange to be reported at 08:30 »

May Wholesale Inventories…

08:15
06/26/19
06/26
08:15
06/26/19
08:15
General news
Durable Goods Orders to be reported at 08:30 »

May Durable Goods Orders…

08:15
06/26/19
06/26
08:15
06/26/19
08:15
General news
Durable Goods Orders Ex-transportation to be reported at 08:30 »

May Durable Goods Orders…

ITW

Illinois Tool Works

$150.77

-1.28 (-0.84%)

08:14
06/26/19
06/26
08:14
06/26/19
08:14
Downgrade
Illinois Tool Works rating change  »

Illinois Tool Works…

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

WDC

Western Digital

$41.11

0.07 (0.17%)

08:13
06/26/19
06/26
08:13
06/26/19
08:13
Upgrade
Western Digital rating change  »

Western Digital 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

AVAV

AeroVironment

$61.41

-0.52 (-0.84%)

08:13
06/26/19
06/26
08:13
06/26/19
08:13
Recommendations
AeroVironment analyst commentary  »

AeroVironment price…

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

APTX

Aptinyx

$3.25

-0.07 (-2.11%)

08:13
06/26/19
06/26
08:13
06/26/19
08:13
Hot Stocks
Aptinyx presents preclinical data on NYX-783 in alcohol-seeking behavior »

Aptinyx announced 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

BB

BlackBerry

$8.29

-0.18 (-2.13%)

08:11
06/26/19
06/26
08:11
06/26/19
08:11
Hot Stocks
BlackBerry expands relationship with LG Electronics »

BlackBerry announced that…

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

  • 26

    Jun

ORIT

Oritani Financial

$16.23

0.14 (0.87%)

08:10
06/26/19
06/26
08:10
06/26/19
08:10
Hot Stocks
Breaking Hot Stocks news story on Oritani Financial »

Oritani Financial trading…

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

08:10
06/26/19
06/26
08:10
06/26/19
08:10
General news
U.S. durable goods preview: orders are expected »

U.S. durable goods…

FDX

FedEx

$156.00

-4.88 (-3.03%)

08:09
06/26/19
06/26
08:09
06/26/19
08:09
Recommendations
FedEx analyst commentary  »

Deutsche stays Buy 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

  • 30

    Jul

  • 31

    Jul

  • 17

    Sep

  • 13

    Nov

EVLV

Evine Live

$0.41

0.012 (3.02%)

08:09
06/26/19
06/26
08:09
06/26/19
08:09
Hot Stocks
Evine Live to focus on execution of interactive media growth strategy »

Evine Live announced 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

  • 12

    Jul

UNF

UniFirst

$166.80

-2.205 (-1.30%)

08:08
06/26/19
06/26
08:08
06/26/19
08:08
Earnings
UniFirst sees FY19 diluted EPS $8.75-$8.85, consensus $7.96 »

CEO Steven Sintros…

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

  • 26

    Jun

SCHN

Schnitzer Steel

$24.52

0.26 (1.07%)

08:06
06/26/19
06/26
08:06
06/26/19
08:06
Earnings
Schnitzer Steel reports Q3 adj. EPS 63c, consensus 60c »

Reports Q3 revenue $547M,…

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

  • 26

    Jun

SPEX

Spherix

$2.30

-0.08 (-3.36%)

08:06
06/26/19
06/26
08:06
06/26/19
08:06
Hot Stocks
Spherix to acquire USPTO-aproved pancreatic cancer treatment from CBM BioPharma »

CBM BioPharma has been…

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

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.