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NVDA

Nvidia

$258.40

1.42 (0.55%)

, XLNX

Xilinx

$73.46

0.03 (0.04%)

08:15
08/09/18
08/09
08:15
08/09/18
08:15

Morgan Stanley downgrades semiconductor industry view to Cautious

Morgan Stanley analyst Joseph Moore said he has become less constructive on semiconductor stocks through the year and he now believes elevated inventory levels and stretched lead times leave "no margin for error." Given his view that any lead time adjustment or demand slowdown could drive a "meaningful correction," Moore has downgraded his semiconductor industry view to Cautious from In-Line. He favors connector companies, like Amphenol (APH) and TE Connectivity (TEL) over analog/MCU at this point in the cycle, due to lower risk around lead time issues, Moore said. He also has a "strong preference" for high margin and more defensive models, such as Analog Devices (ADI) over lower margin and commodity exposed ones, like Cypress Semiconductor (CY) and ON Semiconductor (ON), he said. Despite his more cautious view on the space, Moore keeps Overweight ratings on Nvidia (NVDA), Xilinx (XLNX) and Ambarella (AMBA), citing his view that they should benefit from secular growth in the area of AI, data center, and autonomous. Other semiconductor names include Microchip (MCHP), Qorvo (QRVO), Micron (MU), Intel (INTC), Broadcom (AVGO) and Qualcomm (QCOM).

NVDA

Nvidia

$258.40

1.42 (0.55%)

XLNX

Xilinx

$73.46

0.03 (0.04%)

AMBA

Ambarella

$39.45

-0.295 (-0.74%)

APH

Amphenol

$94.46

-0.14 (-0.15%)

TEL

TE Connectivity

$94.73

-0.19 (-0.20%)

ADI

Analog Devices

$98.47

-0.13 (-0.13%)

CY

Cypress Semiconductor

$17.93

-0.01 (-0.06%)

ON

ON Semiconductor

$22.42

(0.00%)

INTC

Intel

$49.94

0.18 (0.36%)

QCOM

Qualcomm

$65.16

-0.27 (-0.41%)

MCHP

Microchip

$97.77

0.48 (0.49%)

QRVO

Qorvo

$85.52

-0.53 (-0.62%)

MU

Micron

$53.39

0.35 (0.66%)

AVGO

Broadcom

$219.46

-0.75 (-0.34%)

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NVDA Nvidia
$258.40

1.42 (0.55%)

08/06/18
BOFA
08/06/18
NO CHANGE
Target $25
BOFA
Buy
AMD price target raised to $25 from $21 at BofA/Merrill
BofA/Merrill analyst Vivek Arya raised his price target on AMD (AMD) to $25 and kept his Buy rating while also raising his FY19 EPS target to 75c vs. consensus view of 62c. The analyst cites AMD's "generational opportunity" to exploit Intel (INTC) 10nm delays to gain market share data security and cloud servers along with its recent upward revision in server average selling prices, as indicated by Mercury industry data. Arya further notes the company's "discussion with several large cloud customers for its second-gen 7nm Rome server, as well as its 7nm computing graphics card for AI, where it competes against NVidia (NVDA).
08/07/18
08/07/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. BOFA CUTS ZILLOW TO NEUTRAL: BofA Merrill Lynch analyst Nat Schindler downgraded Zillow (Z, ZG) to Neutral from Buy and cut its price target to $60 from $70 following the Q2 report and reduction in guidance. Schindler said the quarter indicated Zillow is taking longer than expected to ramp up the Homes business, Rentals revenue missed and the outlook was cut, and other revenue also missed, indicating the new construction opportunity is also taking longer to materialize. Zillow Class A shares are down about 17% in late morning trading. MORGAN STANLEY SAYS WAYMO COULD BE WORTH $175B: Morgan Stanley analyst Brian Nowak increased his enterprise value estimate for Alphabet's (GOOG, GOOGL) Waymo unit from $75B for ride sharing only to $175B given his analyses for two other emerging business models, logistics and licensing. He believes Waymo remains on track to launch an autonomous ride hailing service in Phoenix this year and believes this business could be worth about $80B over the long-term. Given his view of Waymo being a key part of Alphabet's long-term value, Nowak raised his sum of the parts valuation to $1,550 from $1,400. He has an Overweight rating and $1,325 price target on Alphabet shares. GOLDMAN RAISES NVIDIA TARGET AHEAD OF EARNINGS: Goldman Sachs analyst Toshiya Hari raised his price target for Nvidia (NVDA) to $324 from $310 ahead of quarterly results. Unlike the past 10 quarters where the company handily beat Street estimates and raised guidance, the analyst expects a "noisy" quarter with the focal points being the upcoming product transition in Gaming, the current product transition in Datacenter, weakness in cryptocurrency mining, and potential disruption from the virus attack at TSMC (TSM). That said, Hari noted that his long-term bull thesis on Nvidia remains intact and reiterated a Buy rating on the shares. ARGUS CUTS CBS TO HOLD: Argus analyst Joseph Bonner downgraded CBS (CBS) to Hold from Buy, noting significant downside risks for the company from both the sexual harassment allegations against CEO Moonves and the board's attempts to prevent the Viacom (VIA, VIAB) merger. Bonner noted that if the Moonves allegations are proven true, he would be immediately dismissed, which could end the board's bid to remain independent and thereby inflict damage on the shareholders.
08/07/18
GSCO
08/07/18
NO CHANGE
Target $324
GSCO
Buy
Nvidia price target raised to $324 from $310 at Goldman Sachs
Goldman Sachs analyst Toshiya Hari raised his price target for Nvidia (NVDA) to $324 from $310 ahead of quarterly results. Unlike the past 10 quarters where the company handily beat/raised Street estimates, the analyst expects a noisy quarter with the focal points being the upcoming product transition in Gaming, the current product transition in Datacenter, weakness in cryptocurrency mining and the potential side-effects in the core Gaming GPU business, and potential disruption from the virus attack at TSMC (TSM). That said, Hari notes that his long-term bull thesis on Nvidia remains intact and reiterates a Buy rating on the shares.
08/06/18
MSCO
08/06/18
NO CHANGE
MSCO
Boeing, Tesla, Nvidia make Morgan Stanley 'key man risk' list
Morgan Stanley equity strategist Mark Savino noted that about 12% of CEO jobs among S&P 500 companies turned over in 2017, noting that this was the highest level of CEO departures since before the financial crisis. The 59 stocks of S&P 500 companies that had CEOs depart in 2017 underperformed the market by 11% over the next 12 months, or since the departure for instances that were less than 12 months ago, noted Savino. In cooperation with the firm's U.S. analysts, Savino and his team identified the companies in each sector they believe face the greatest level of "key man risk," which includes: Boeing (BA), Tesla (TSLA), ADT Inc. (ADT), Moody's (MCO), TransUnion (TRU), Arista Networks (ANET), Church & Dwight (CHD), Coca-Cola (KO), Monster Beverage (MNST), Coupa Software (COUP), Salesforce (CRM), FireEye (FEYE), MongoDB (MDB), Microsoft (MSFT), New Relic (NEWR), XPO Logistics (XPO), Hilton (HLT), Las Vegas Sands (LVS), Best Buy (BBY), Ulta (ULTA), Aflac (AFL), Athene Holding (ATH), Lincoln National (LNC), Arthur J. Gallagher (AJG), Chubb (CB), Amazon.com (AMZN), Activision Blizzard (ATVI), Facebook (FB), Alphabet (GOOGL), Apple (AAPL), Terex (TEX), Cleveland-Cliffs (CLF), Freeport McMoRan (FCX), FleetCor (FLT), Global Payments (GPN), Square (SQ), Jazz Pharmaceuticals (JAZZ), Cheesecake Factory (CAKE), Broadcom (AVGO), Nvidia (NVDA), Chegg (CHGG), DXC Technology (DXC), Medidata (MDSO), Pluralsight (PS), RealPage (RP), Shopify (SHOP) and T-Mobile (TMUS).
XLNX Xilinx
$73.46

0.03 (0.04%)

07/26/18
07/26/18
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. Dana (DAN) upgraded to Overweight from Equal Weight at Barclays with analyst Brian Johnson citing the company's Q2 results. 2. Xilinx (XLNX) upgraded to Buy from Neutral at Rosenblatt and to Buy from Underperform at BofA/Merrill. 3. Freeport McMoRan (FCX) upgraded to Hold from Sell at Deutsche Bank with analyst Chris Terry saying he believes the risks are now priced into the shares. 4. Integra LifeSciences (IART) upgraded to Buy from Neutral at BTIG with analyst Ryan Zimmerman saying the pullback in the stock price after its in-line Q2 results has created a more attractive valuation. 5. Cracker Barrel (CBRL) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying he sees more stable comps and lower food costs helping the company return to low-teen earnings growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/26/18
KEYB
07/26/18
NO CHANGE
Target $87
KEYB
Overweight
Xilinx price target raised to $87 from $80 at KeyBanc
KeyBanc analyst John Vinh raised his price target for Xilinx to $87 from $80 after the company posted "solid" results and guided meaningfully higher, despite headwinds in cryptocurrency and concerns regarding the wireless infrastructure market. The analyst reiterates an Overweight rating on the shares.
07/26/18
RSBL
07/26/18
UPGRADE
Target $86
RSBL
Buy
Xilinx upgraded to Buy from Neutral at Rosenblatt
Rosenblatt analyst Hans Mosesmann upgraded Xilinx to Buy from Neutral following the company's earnings report, stating that the company's data center and adaptive computing strategy is paying off much earlier than expected. Xilinx is also seeing much earlier than expected 5G demand in both wireless and wired, added Mosesmann, who set an $86 price target on the stock.
07/26/18
RHCO
07/26/18
NO CHANGE
Target $76
RHCO
Hold
Xilinx price target raised to $76 from $70 at SunTrust
SunTrust analyst William Stein raised his price target on Xilinx (XLNX) to $76, saying the company posted "solid" Q2 earnings and Q3 outlook. Stein also keeps his Hold rating on the stock, noting its already high 23-times earnings multiple along with volatility coming from the crypto space and ZTE (ZTCOY) trade related uncertainty.
AMBA Ambarella
$39.45

-0.295 (-0.74%)

06/06/18
MSCO
06/06/18
NO CHANGE
Target $58
MSCO
Overweight
Ambarella price target lowered to $58 at Morgan Stanley after 'another setback'
Morgan Stanley analyst Joseph Moore called the lower than expected ramps across several smaller markets that prompted Ambarella to issue an outlook that was worse than expected "another setback" for the company, but he remains bullish on its computer vision opportunity. Moore brought his estimates down "meaningfully" and acknowledged that bridging the gap to computer vision revenues starting next year has been harder than expected, but he maintains an Overweight rating on Ambarella shares with a price target that has been cut to $58 from $65.
07/17/18
07/17/18
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. Ambarella (AMBA) initiated with a Neutral at BofA/Merrill. 2. New Relic (NEWR) initiated with a Hold at Argus. 3. Adecogro (AGRO) initiated with a Buy at Santander. 4. ElectroCore (ECOR) initiated with a Buy at BTIG and an Outperform at JMP Securities. 5. Apergy (APY) initiated with a Buy at Jefferies. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
07/17/18
BOFA
07/17/18
INITIATION
Target $42
BOFA
Neutral
Ambarella initiated with a Neutral at BofA/Merrill
BofA/Merrill analyst Adam Gonzalez initiated Ambarella with a Neutral and $42 price target citing premium valuation to peers.
06/06/18
06/06/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Yelp (YELP) downgraded to Sector Weight from Overweight at KeyBanc analyst Brad Erickson saying his latest customer checks, combined with updated views of Request a Quote, diminish his prior views for upside potential in the name. 2. Macy's (M) downgraded to Neutral from Overweight at Atlantic Equities while Kohl's (KSS) was downgraded to Underweight from Neutral. 3. BHP Billiton (BHP) and BHP Billiton plc (BBL) were downgraded to Neutral from Buy at BofA/Merrill. 4. Trimble (TRMB) downgraded to Buy from Conviction Buy at Goldman Sachs with analyst Jerry Revich saying while he is still bullish on the long-term outlook for rising adoption rates of Trimble's core productivity-enhancing software and hardware, he views the company's key end-markets as more balanced now. 5. Ambarella (AMBA) downgraded to Perform from Outperform at Oppenheimer with analyst Andrew Uerkwitz citing the company's Q1 results. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
APH Amphenol
$94.46

-0.14 (-0.15%)

08/09/18
08/09/18
UPGRADE
Target $102

Overweight
Amphenol upgraded to Overweight on defensive positioning at Morgan Stanley
As previously reported, Morgan Stanley analyst Craig Hettenbach upgraded Amphenol to Overweight from Equal Weight to reflect its more defensive attributes as he sees cyclical risks rising for the semiconductor industry in the second half of this year and in 2019. Amphenol saw a 6% negative EPS revision compared to the median of negative 11% during the last correction in the semiconductor markets in mid 2015, noted Hettenbach. He raised his price target on Amphenol shares to $102 from $95, citing a higher multiple given his confidence in growth in sensors and expectation that the market will give the company credit for future sensors deals.
03/02/18
03/02/18
NO CHANGE

Correction: Amphenol not downgraded today at Stifel
08/09/18
MSCO
08/09/18
UPGRADE
MSCO
Overweight
Amphenol upgraded to Overweight from Equal Weight at Morgan Stanley
11/10/17
11/10/17
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. Holly Energy (HEP) reinstated with an Equal Weight at Barclays. 2. Jazz Pharmaceuticals (JAZZ) assumed with a Neutral at H.C. Wainwright. 3. TE Connectivity (TEL) initiated with an Outperform at Wells Fargo. 4. Opus Bank (OPB) initiated with an Outperform at Fig Partners. 5. Amphenol (APH) initiated with an Outperform at Wells Fargo. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
TEL TE Connectivity
$94.73

-0.19 (-0.20%)

07/17/18
BARD
07/17/18
NO CHANGE
Target $127
BARD
Outperform
TE Connectivity raised to Fresh Pick at Baird
Baird analyst David Leiker raised TE Connectivity to Fresh Pick ahead of Q3 earnings as he believes the company can surprise to the upside on several fronts. The analyst said he remains a buyer, citing the stock's relative underperformance, expectations for higher Transportation growth and better than expected margins, and the potential for a positive outlook following the report. Leiker reiterated his Outperform rating and raised his price target to $127 from $125 on TE Connectivity shares.
03/26/18
OPCO
03/26/18
INITIATION
Target $120
OPCO
Outperform
TE Connectivity initiated with an Outperform at Oppenheimer
Oppenheimer analyst Christopher Glynn started TE Connectivity with an Outperform rating and $120 price target. The analyst sees upside potential of about 25% including a 1.6% dividend yield. The company is the global leader in aggregate in interconnect applications, meaningfully so in automotive, Glynn tells investors in a research note.
03/27/18
03/27/18
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. TE Connectivity (TEL) initiated with an Outperform at Oppenheimer. 2. Altice USA (ATUS) initiated with an Outperform at Cowen. 3. Quidel (QDEL) initiated with a Buy at Craig-Hallum. 4. Mednax (MD) initiated with a Neutral at Credit Suisse. 5. Regency Centers (REG) initiated with an Overweight at Morgan Stanley. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/18/18
GSCO
04/18/18
UPGRADE
Target $101
GSCO
Neutral
TE Connectivity upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst Mark Delaney upgraded TE Connectivity to Neutral and raised his 12-month price target for the shares to $101 from $94. The analyst has increased confidence in TE's ability to sustain "solid" fundamental trends this year given its backlog and continued "solid" auto and industrial demand data points throughout Q1. TE is also benefiting from content gain opportunities in hybrid cars and electric vehicles, and the company has done well to increase its exposure to hyperscale customers within its Communications Solutions segment, Delaney tells investors in a research note. The analyst, however, still expects the company's growth to decelerate and he views the current valuation as full.
ADI Analog Devices
$98.47

-0.13 (-0.13%)

06/27/18
OTRG
06/27/18
NO CHANGE
OTRG
Analog Devices may lose some content in lower cost new iPhone, says OTR Global
OTR Global believes the new, lower-cost LCD iPhone may not include 3D Touch or a dual-lens camera, which would be a negative for Analog Devices (ADI), which supplies touch sensor chips and capacitive fingerprint sensor controllers to Apple (AAPL).
07/18/18
NOMU
07/18/18
INITIATION
Target $100
NOMU
Neutral
Analog Devices initiated with a Neutral at Nomura Instinet
Nomura Instinet initiated Analog Devices with a Neutral and $100 price target.
07/19/18
NOMU
07/19/18
INITIATION
NOMU
Nomura rolls out Analog Semi coverage, names ON top pick
Nomura Instinet analyst Krysten Sciacca last night rolled out coverage on Analog Semiconductors. The analyst expects the group to outperform throughout the remainder of 2018 given its "steadier business models" versus other semi sectors, "strong" free cash flow generation and the "strong" demand coming from the auto and industrial applications. Her top pick is ON Semiconductor (ON), which the analyst initiated with a Buy rating and $30 price target. ON currently trades at a 35% discount to the Analog group, but its multiple should expand as investors come to better appreciate the company's exposure to industrial and auto, Sciacca told investors in a research note. She believes the company's 2020 target model will likely prove conservative. Sciacca also initiated coverage of Microchip (MCHP) with a Buy rating and $110 price target. The stock currently trades at a 22% discount to the comp group, but its "aggressive" de-leveraging, market share gains, and "strong" executional track record warrant the stock returning to its historical five-year average premium of 2%, the analyst contends. She initiated Cree (CREE) with a Hold rating and $44 price target saying the stock is already pricing in tailwinds and assumed coverage of Analog Devices (ADI) with a Neutral rating and $100 price target.
07/23/18
MSCO
07/23/18
NO CHANGE
MSCO
Tariff uncertainty a potential risk to semiconductor demand, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said the firm's quarterly survey of distributors leads him to expect "solid" Q2 results and Q3 guidance from broad-based semiconductor companies this earnings season as demand remains strong. However, the present tariff related uncertainty present a risk for a "demand shock" that could lead to an inventory unwind in the semi supply chain, Moore warns investors. He thinks the potential of further semi stock outperformance is limited at this stage of the cycle, while "even the slightest whiff on the demand front" could lead to a significant decline in stocks, he tells investors. Moore added that he favors companies with more defensive characteristics, such as Analog Devices (ADI), over those with more commodity exposure and lower margins, like Cypress Semiconductor (CY). Other publicly traded companies in the semiconductors space include Micron (MU), AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN). Shares of Micron are down 2.5% in pre-market trading to $53.65.
CY Cypress Semiconductor
$17.93

-0.01 (-0.06%)

06/26/18
PIPR
06/26/18
NO CHANGE
Target $22
PIPR
Overweight
Cypress Semi has 'several' revenue catalysts in place, says Piper Jaffray
Piper Jaffray analyst Harsh Kumar reiterated an Overweight rating and $22 price target on Cypress Semiconductor after hosting investor meetings with Cypress CEO Hassane El-Khoury and CFO Thad Trent, telling investors in a research note that he remains confident in the long-term trajectory of the company. Kumar believes there are several revenue catalysts in place, and given the company's positioning in automotive, IoT, connectivity, and USB-C, the company is in a "sweet spot" for growth. Additionally, Cypress remains on-track with its margin targets, and in our opinion, there are additional margin levers left in the company's arsenal. Given the company's long-term profile, Kumar believes there is also potential for multiple expansion.
05/23/18
COWN
05/23/18
INITIATION
Target $21
COWN
Outperform
Cypress Semiconductor initiated with an Outperform at Cowen
Cowen analyst Karl Ackerman initiated Cypress Semiconductor with an Outperform and $21 saying its IoT asset is the "crown jewel" and the market is only valuing the memory business at 5x CY18 earnings versus peers at 8x. Ackerman believes memory margins are far from peaking and revenues should growth through 2020, versus expectations for a low single-digit decline.
07/17/18
SUSQ
07/17/18
NO CHANGE
SUSQ
Semi lead-times signal strong demand backdrop, says Susquehanna
Susquehanna analyst Christopher Rolland said his primary research reveals modestly expanding lead times for semis during Q2, suggesting a strong demand backdrop. He also suggested it could be due to some over-ordering and noted they are just below the 2011 peak. The analyst believes Q2 is likely to be solid for the group, but adds that over-ordering risks are growing.
ON ON Semiconductor
$22.42

(0.00%)

07/31/18
MKMP
07/31/18
NO CHANGE
Target $28
MKMP
Buy
ON Semiconductor's current demand environment remains strong, says MKM Partners
MKM Partners analyst Ruben Roy kept his Buy rating and $28 price target on ON Semiconductor, saying the company continues to execute well while making progress toward its long-term operating targets. The analyst also cites the management's latest comments that the current environment remains strong and demand is increasing across most of the company's end markets. Roy further notes that On Semiconductor shares trade at a "meaningful discount" to the broader semiconductor peer group average multiple.
08/09/18
MSCO
08/09/18
DOWNGRADE
MSCO
Underweight
ON Semiconductor downgraded to Underweight from Equal Weight at Morgan Stanley
07/19/18
07/19/18
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. Clorox (CLX) initiated with a Sell at UBS. 2. Cree (CREE) initiated with a Neutral at Nomura Instinet. 3. Paycom (PAYC) initiated with a Buy at Needham. 4. Lonestar Resources (LONE) initiated with a Buy at SunTrust. 5. ON Semiconductor (ON) initiated with a Buy at Nomura Instinet. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
INTC Intel
$49.94

0.18 (0.36%)

08/06/18
08/06/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Intel (INTC) downgraded to Equal Weight from Overweight at Barclays with analyst Blayne Curtis saying he believes upside in the shares will be challenging until the company's margins bottom. 2. Immune Pharmaceuticals (IMNP) downgraded to Hold from Buy at Maxim with analyst Jason McCarthy citing the company's delisting from Nasdaq and evaluation of strategic options as it seeks to resolve its financing overhang. 3. Flowers Foods (FLO) downgraded to Equal Weight from Overweight at Consumer Edge. 4. CommScope (COMM) downgraded to Hold from Buy at Jefferies with analyst George Notter saying after "further reflection" from the earnings call and conversations with industry contacts, he believes CommScope's Mobility division performance will not improve this year or next. 5. Acadia (ACAD) downgraded to Neutral from Overweight at Piper Jaffray with analyst Danielle Brill saying the recent negative headlines related to potential Nuplazid safety issues will continue to weigh on sales and the shares for the foreseeable future. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/06/18
08/06/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. INTERCEPT DOUBLE UPGRADED AT GOLDMAN: Goldman Sachs analyst Salveen Richter double upgraded Intercept Pharmaceuticals (ICPT) to Buy from Sell and raised his price target for the shares to $157 from $46. The analyst said Ocaliva in fatty liver disease nonalcoholic steatohepatitis is the crux of Intercept's value proposition and that he's positive into the Phase 3 Regenerate interim readout in the first half of 2019. Intercept should benefit from Ocaliva's global first-mover advantage in NASH, Richter said. In late morning trading, Intercept shares are up 12%. BUCKINGHAM UPGRADES SQUARE TO BUY: Buckingham upgraded Square (SQ) to Buy from Neutral and raised its price target to $85 from $65. Analyst Chris Brendler said the strong Q2 results reduced his concerns about high valuation and competition and said there is no reason why Square will not continue to report better then expected core revenue growth into 2020. Brendler said long-run adjusted EBITDA margins of 40%-50% justify a higher valuation. PIPER CUTS ACADIA TO NEUTRAL: Piper Jaffray analyst Danielle Brill downgraded Acadia Pharmaceuticals (ACAD) to Neutral from Overweight and cut her firm's price target on shares to $19 from $61 after taking over coverage of the name. The recent negative headlines related to potential Nuplazid safety issues will continue to weigh on sales and the shares for the foreseeable future, Brill said. Further, the analyst does not have a high level of conviction for positive data from Acadia's near-term catalysts, namely the Phase 2 major depressive disorder data in September and the Phase 2 negative schizophrenia symptoms readout in the first half of 2019. BARCLAYS CUTS INTEL TO EQUAL WEIGHT: Barclays analyst Blayne Curtis downgraded Intel (INTC) to Equal Weight from Overweight and cut his price target for the shares to $53 from $62. The analyst believes upside in the shares will be challenging until the company's margins bottom. JEFFERIES SAYS OHIO INCIDENT NOT A RISK TO CHIPOTLE TRAFFIC: After analyzing digital engagement with the brand from last week and compared to the Virginia incident last July, Jefferies analyst Andy Barish does not believe the illnesses at the Ohio restaurant put Chipotle Mexican Grill's (CMG) traffic trends at risk. The analyst believes Chipotle's procedures were followed in Ohio, the number of cases was not substantiated, and the company did a better job controlling the narrative and taking action. Barish kept a Buy rating on Chipotle shares with a $550 price target.
08/08/18
CHLM
08/08/18
NO CHANGE
Target $28
CHLM
Sell
Applied Optoelectronics price target raised to $28 from $20 at Craig-Hallum
Craig-Hallum analyst Richard Shannon raised his price target for Applied Optoelectronics (AAOI) to $28 from $20 following a "strong" Q2 result, driven by strong upside from Data Center, specifically Facebook (FB). The analyst thinks most of the upside was from lack of supply from a competitor he believes to be Intel (INTC). He reiterates a Sell rating on Applied Optoelectronics shares.
QCOM Qualcomm
$65.16

-0.27 (-0.41%)

08/06/18
COWN
08/06/18
UPGRADE
Target $80
COWN
Outperform
Qualcomm upgraded to Outperform at Cowen
As reported previously, Canaccord analyst Matthew Ramsay upgraded Qualcomm to Outperform from Market Perform. The analyst noted the company's $30B buyback and believes the shares offer a compelling risk/reward with effects of lower spending, solid customer performance, and potential QTL resolutions. Ramsay raised his price target to $80 from $64 on Qualcomm shares.
08/06/18
08/06/18
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. Comcast (CMCSA) upgraded to Overweight from Neutral at Atlantic Equities with analyst Hamilton Faber saying he believes "the bulk of the M&A storm" has passed. 2. Qualcomm (QCOM) upgraded to Outperform from Market Perform at Cowen with analyst Matthew Ramsay citing the company's $30B buyback and saying he believes the shares offer a compelling risk/reward with effects of lower spending, solid customer performance, and potential QTL resolutions. 3. Square (SQ) upgraded to Buy from Neutral at Buckingham with analyst Chris Brendler saying the Q2 strong results reduced his concerns about high valuation and competition and said there is no reason why Square will not continue to report better-then-expected core revenue growth into 2020. 4. Parker-Hannifin (PH) upgraded to Outperform from In Line at Evercore ISI with analyst David Raso saying the company's recent operational struggles are behind it with this quarters report and views 2019 guidance as conservative. 5. Intercept (ICPT) upgraded to Buy from Sell at Goldman Sachs with analyst Salveen Richter saying Ocaliva in fatty liver disease nonalcoholic steatohepatitis is the crux of Intercept's value proposition and that he's positive into the Phase 3 Regenerate interim readout in the first half of 2019. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/06/18
MSCO
08/06/18
NO CHANGE
Target $80
MSCO
Underweight
Qualcomm China 5G-related RF position a threat to Skyworks, says Morgan Stanley
After speaking with a senior RF engineer at a "leading China OEM," Morgan Stanley analyst Craig Hettenbach said that, contrary to investor expectations, Qualcomm (QCOM) appears to be "in the driver seat" to win the majority of 5G-related RF content in the first wave of 5G capable phones in China. Qualcomm's traction in 5G RF can feed the bear case in Skyworks (SKWS) and Qorvo (QRVO), said Hettenbach, who lowered his target P/E multiple on Skyworks to reflect what he now sees as a more credible competitive threat from Qualcomm. Hettenbach lowered his price target on Skyworks to $80 from $87 and keeps an Underweight rating on the shares and he maintains an Equal Weight rating and $75 price target on Qorvo.
08/06/18
COWN
08/06/18
UPGRADE
COWN
Outperform
Qualcomm upgraded to Outperform from Market Perform at Cowen
MCHP Microchip
$97.77

0.48 (0.49%)

07/27/18
PIPR
07/27/18
NO CHANGE
Target $150
PIPR
Overweight
Microchip price target raised to $150 from $110 at Piper Jaffray
Piper Jaffray analyst Harsh Kumar raised his price target for Microchip Technology to $150 ahead of the company's Q2 results. The analyst believes Microchip has "significant room" to continue to beat earnings estimates for several quarters in a row. Further, his sensitivity analysis shows the company has the ability to generate "significant" free cash flow in order to meet both the dividend and the debt obligations, even if the company growth were to slow down to 0% or even potentially decline by 3%. He keeps an Overweight rating on Microchip shares.
07/18/18
NOMU
07/18/18
INITIATION
Target $110
NOMU
Buy
Microchip initiated with a Buy at Nomura Instinet
Nomura Instinet initiated Microchip with a Buy and $110 price target.
QRVO Qorvo
$85.52

-0.53 (-0.62%)

08/02/18
08/02/18
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. Tesla (TSLA) upgraded to Outperform from Perform at Oppenheimer with analyst Colin Rusch saying gross margin performance on the Model 3 will carry the stock over the next 12-plus months. 2. Freeport McMoRan (FCX) upgraded to Neutral from Underperform at BofA/Merrill with analyst Timna Tanners citing valuation, reduced political risk at Grasberg, and a more constructive view on copper. 3. EnLink Midstream Partners (ENLK) upgraded to Buy from Hold at Stifel with analyst Timothy Howard citing the company's Q2 results that topped his expectations and raised 2018 guidance, which also lifted expectations in 2019. 4. Univar (UNVR) upgraded to Conviction Buy from Buy at Goldman Sachs with analyst Roert Koort saying the weakness following the in line Q2 report and reaffirmed 2018 guidance is "unwarranted." 5. Qorvo (QRVO) upgraded to Hold from Sell at Summit Insights with analyst Kinngai Chan citing the Q2 report saying investor expectations were high going into the report and now expects shares to perform in-line. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/02/18
SRCH
08/02/18
UPGRADE
SRCH
Hold
Qorvo upgraded to Hold from Sell at Summit Insights
Summit Insights analyst Kinngai Chan upgraded Qorvo to Hold from Sell following the Q2 report saying investor expectations were high going into the report and now expects shares to perform in-line.
08/02/18
BMOC
08/02/18
NO CHANGE
Target $75
BMOC
Market Perform
Qorvo price target raised to $75 from $67 at BMO Capital
BMO Capital analyst Ambrish Srivastava raised his price target on Qorvo to $75 after its Q1 earnings upside and "no fall-through" seen in gross margins. While the company lowered its free cash flow outlook for FY19 to reflect the increase in CAPEX, the analyst says the higher costs reflect greater confidence in demand for its BAW filter products next year. Srivastava also raises his FY19/20 EPS view for Qorvo to $6.26 from $5.73 but keeps his Market Perform rating on valuation.
MU Micron
$53.39

0.35 (0.66%)

08/06/18
STFL
08/06/18
NO CHANGE
STFL
Stifel says Applied, Lam to be beneficiaries of NAND capital intensity step-up
Ahead of this week's upcoming Flash Memory Summit, Patrick Ho shared his view of how he expects capital intensity trends continue to increase as the NAND industry moves to 96 layers and above over the next few years. From a stocks perspective, he believes the biggest beneficiaries of the step-up will remain Applied Materials (AMAT) and Lam Research (LRCX), while also noting that MKS Instruments (MKSI) can benefit from its leadership position in many areas where it supplies both Applied and Lam. Stating that he supports Ho's view on the memory industry's increasing capital intensity, Stifel analyst Kevin Cassidy said in his own note to investors that he expects FMS conference keynotes to discuss the expanding markets for NAND Flash pushing total revenue and profits up despite the industry's increasing capital expenditures driving average selling prices lower. Cassidy also noted the first ever MRAM Developers Day will be held Monday, August 6, stating that he views this as significant for expanding the MRAM eco-system led by Everspin (MRAM). Other NAND Flash names Cassidy has previously been positive about include Micron (MU) and Smart Global (SGH).
08/01/18
CHLM
08/01/18
NO CHANGE
Target $60
CHLM
Buy
Worries about SK Hynix impact on Silicon Motion overdone, says Craig-Hallum
Craig-Hallum analyst Anthony Stoss said investors have remained fearful for years about Silicon Motion (SIMO) losing SK Hynix, but he believes the worries, which have resurfaced, are overdone as he believes Micron's (MU) UFS business and new open channel opportunities should offset a decline in the company's eMMC revenues from Hynix. Stoss thinks Silicon Motion didn't raise FY18 guidance as they are only including a partial amount of an $11M-$15M project push out in their Q4 expectations, but also noted that the company raised its expected Client SSD business growth view to at least 30% this year from about 20%. Stoss, who thinks Silicon Motion could still raise its FY18 guidance, reiterates his Buy rating and $60 price target on the stock.
07/27/18
MSCO
07/27/18
NO CHANGE
Target $96
MSCO
Equal Weight
Western Digital relative underperformance creates potential, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said he has believed for the last 9 months that NAND was moving into moderate oversupply and companies were overly optimistic about a recovery in the second half, as has been playing out this quarter. While noting that his 2019 estimates for Western Digital (WDC) are "well below" consensus, Moore also said the stock is inexpensive and its underperformance compared to both hardware peer Seagate (STX) and memory peer Micron (MU) creates "significant potential." Despite the material upside potential he sees from here, Moore keeps an Equal Weight rating on Western Digital with a slightly lowered price target of $96, advocating to wait for numbers to come down.
08/09/18
GSCO
08/09/18
DOWNGRADE
Target $44
GSCO
Sell
Seagate downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Mark Delaney downgraded Seagate Technology (STX) to Sell and lowered his price target for the shares to $44 from $50, representing 20% downside from current levels. While Seagate has improved its product offerings in the last few years, hard disk drives remain a cyclical industry, and one "facing secular challenges in many parts of the market," Delaney tells investors in a research note. He believes Seagate's fundamentals will peak in the second half of 2018 and decline in 2019. NAND is oversupplied and sold state drive prices are falling, Delaney says. Further, the analyst notes that Seagate trades at a "greater than two turn premium" on forward price-to-earnings ratio relative to peers Western Digital (WDC) and Micron (MU).
AVGO Broadcom
$219.46

-0.75 (-0.34%)

08/07/18
LEHM
08/07/18
INITIATION
Target $265
LEHM
Overweight
Broadcom reinstated with an Overweight at Barclays
Barclays analyst Blayne Curtis reinstated coverage of Broadcom with an Overweight rating and $265 price target.
08/01/18
OPCO
08/01/18
NO CHANGE
OPCO
iPhone ASP, guide imply iPX partially offsetting longer replacement cycle, says Oppenheimer
Oppenheimer analyst Rick Schafer believes June Apple's (AAPL) iPhone ASP and the guide imply broader penetration of iPhone X partially offsetting a longer replacement cycle. Within the Apple supply chain, the analyst continues to prefer content increase stories, and consistent track records of execution, helping insulate from demand softness. His top picks in the Apple supply chain are Broadcom (AVGO) and Skyworks (SWKS). Schafer remains sidelined on Cirrus Logic (CRUS) given lack of a near-term content expansion story, as well as on Qorvo (QRVO), as much of the benefit from the expected mid/high-band PAD win in the coming iPhone refresh appears modeled into expectations.
08/07/18
08/07/18
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. Broadcom (AVGO) reinstated with an Overweight at Barclays. 2. ObsEva (OBSV) initiated with an Outperform at Wedbush. 3. Deciphera (DCPH) initiated with a Buy at Canaccord. 4. Alliance Data (ADS) assumed with a Buy at Jefferies. 5. Hermes (HESAY) initiated with an Equal Weight at Morgan Stanley. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

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Entasis Therapeutics

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GPRO

GoPro

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ATU

Actuant

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PES

Pioneer Energy

$3.13

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BFR

BBVA Banco Frances

$12.83

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IRS

Irsa Inversiones y Representaciones SA

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Irsa Inversiones y Representaciones SA rises 7.3% »

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IBD

Care Concepts I, Inc.

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GoPro

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Scana

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AbbVie

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Vertex

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ACER

Acer Therapeutics

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Biohaven Pharmaceutical

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Celgene

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Exelixis

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Portola Pharmaceuticals

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Bristol-Myers

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Biogen

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Amgen

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Bluebird Bio

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Spark Therapeutics

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Loxo Oncology

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KO

Coca-Cola

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Twitter

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Charter

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Apple

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A.V. Homes to host special shareholder meeting »

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Pfizer

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Amgen

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Drug Information Association to hold a virtual conference »

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Pfizer

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Amgen

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PTE

PolarityTE

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Ticker changed to PTE

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