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XLNX

Xilinx

$70.61

-0.56 (-0.79%)

23:22
08/15/18
08/15
23:22
08/15/18
23:22

SK Telecom deploys Xilinx FPGAs for AI acceleration

Xilinx jointly announced that SKT has deployed Xilinx FPGAs as their artificial intelligence (AI) accelerators in its data center. The Xilinx Kintex(R) UltraScale FPGAs are now running SKT's automatic speech-recognition application to accelerate NUGU, its voice-activated assistant. SKT achieved up to five times higher performance in ASR applications when compared to GPUs, and more importantly, 16 times better performance-per-watt. This is the first commercial adoption of FPGA accelerators in the AI domain for large-scale data centers in South Korea.

XLNX Xilinx
$70.61

-0.56 (-0.79%)

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
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.
08/09/18
MSCO
08/09/18
NO CHANGE
MSCO
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).
08/09/18
08/09/18
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. GOLDMAN CUTS SEAGATE TO SELL: Goldman Sachs analyst Mark Delaney downgraded Seagate Technology (STX) to Sell from Neutral 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 said. He believes Seagate's fundamentals will peak in the second half of 2018 and decline in 2019. RBC CUTS FOX TO SECTOR PERFORM ON VALUATION: RBC Capital analyst Steven Cahall downgraded 21st Century Fox (FOXA) to Sector Perform from Outperform, but raised his price target to $49 from $45. The analyst noted that the stock is now trading near its M&A price and that he does not see any competitive bids emerging. Cahall adds that while the company is "undervalued", he awaits the separation to re-evaluate his stance. MORGAN STANLEY DOWNGRADES SEMI INDUSTRY: 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 kept 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. SOUTHERN COMPANY GETS MULTIPLE DOWNGRADES AFTER Q2 REPORT: Barclays analyst Eric Beaumont downgraded Southern Company (SO) to Equal Weight and lowered his price target for the shares to $48 from $51. Credit Suisse analyst Michael Weinstein downgraded Southern Company to Underperform from Neutral and lowered his price target on the shares to $43 from $46. Guggenheim analyst Shahriar Pourreza downgraded Southern Company to Neutral from Buy and lowered his price target on the stock to $47 from $50. Evercore ISI analyst Greg Gordon downgraded Southern Company to Underperform from In Line and lowered his price target on Southern shares to $46 from $46.75.

TODAY'S FREE FLY STORIES

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COP

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-2.21 (-3.25%)

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ALPN

Alpine Immune Sciences

$5.79

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LW

Lamb Weston

$70.75

-0.145 (-0.20%)

20:36
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Upgrade
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KMB

Kimberly-Clark

$115.15

-1.675 (-1.43%)

, UTX

United Technologies

$111.23

-2.7 (-2.37%)

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UTX

United Technologies

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0.13 (0.18%)

CMCSK

Comcast

$0.00

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CMCSA

Comcast

$35.16

-1.05 (-2.90%)

PG

Procter & Gamble

$90.50

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PGR

Progressive

$63.18

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APH

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SYF

Synchrony

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0.27 (1.03%)

WAT

Waters

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TXRH

Texas Roadhouse

$66.00

-1 (-1.49%)

20:23
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Downgrade
Texas Roadhouse rating change at Stifel »

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UAL

United Continental

$83.34

-2.27 (-2.65%)

, JBLU

JetBlue

$17.36

-0.24 (-1.36%)

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UAL

United Continental

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JBLU

JetBlue

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AAL

American Airlines

$32.75

-1.21 (-3.56%)

LUV

Southwest

$50.54

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DAL

Delta Air Lines

$47.10

-1 (-2.08%)

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PLL

Piedmont Lithium

$7.60

(0.00%)

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GSBC

Great Southern Bancorp

$49.85

-0.7 (-1.38%)

19:34
01/22/19
01/22
19:34
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19:34
Earnings
Great Southern Bancorp reports preliminary Q4 EPS $1.21, consensus $1.12 »

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BAYRY

Bayer

$0.00

(0.00%)

19:08
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Periodicals
Bayer requests that CA judge limit evidence in Roundup trial, Reuters says »

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BLK

BlackRock

$413.28

-6.01 (-1.43%)

19:07
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BlackRock CEO sells 30.8K shares of common stock »

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EHTH

eHealth

$45.38

-0.85 (-1.84%)

, ARAY

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IBM

IBM

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CNMD

Conmed

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PUMP

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AMTD

TD Ameritrade

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APHA

Aphria

$7.07

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TSE

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COF

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QUOT

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PTCT

PTC Therapeutics

$33.08

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APHA

Aphria

$7.07

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LOGI

Logitech

$33.69

0.24 (0.72%)

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WBA

Walgreens Boots Alliance

$71.59

-0.81 (-1.12%)

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SMBC

Southern Missouri Bancorp

$32.22

-0.29 (-0.89%)

18:35
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Earnings
Southern Missouri Bancorp sees Q2 adjusted EPS 81c, consensus 72c »

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Z

Zillow

$31.41

-2.52 (-7.43%)

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VIA

Viacom

$32.44

-0.71 (-2.14%)

, VIAB

Viacom

$29.22

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Viacom to acquire Pluto TV for $340M in cash »

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$29.22

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GOOG

Alphabet

$1,070.72

-27.53 (-2.51%)

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Alphabet Class A

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-28.24 (-2.55%)

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GOOG

Alphabet

$1,070.72

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Alphabet Class A

$1,078.68

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VIA

Viacom

$32.44

-0.71 (-2.14%)

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Viacom

$29.22

-0.87 (-2.89%)

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VIA

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$32.44

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VIAB

Viacom

$29.22

-0.87 (-2.89%)

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AZZ

AZZ Inc.

$45.09

-0.67 (-1.46%)

18:13
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Earnings
AZZ Inc. sees FY20 EPS $2.25-$2.75, consensus $2.54 »

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