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MRVL

Marvell

$20.58

0.09 (0.44%)

08:46
08/29/18
08/29
08:46
08/29/18
08:46

Cavium clarity could spark turnaround, compelling valuation for Marvell, says BofA/Merrill

BofA/Merrill analyst Vivek Arya reiterates a Buy rating and $28 price target on Marvell shares ahead of Q2 results. The analyst notes that the stock has lagged on investor concern regarding the recently closed Cavium acquisition. Arya believes a conservative forecast, while disappointing initially, could actually help drive a recovery in the stock as it could mark the bottom in Cavium sales contribution. Cavium clarity could spark turnaround and compelling valuation/asset, he adds.

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MRVL Marvell
$20.58

0.09 (0.44%)

07/12/18
BNCH
07/12/18
NO CHANGE
BNCH
Buy
Marvell, Ceva, MaxLinear stand to benefit from ZTE ban ending, says Benchmark
After the U.S. announced it has signed an escrow agreement with ZTE (ZTCOY) that should lift the supplier ban and allow the company to resume operations, Benchmark analyst Gary Mobley identified Ceva (CEVA), Marvell Technology (MRVL) and MaxLinear (MXL) as the stocks that he covers that have the most to gain from the lifting of the ZTE shipment ban. He maintains Buy ratings on all three suppliers.
07/18/18
BNCH
07/18/18
NO CHANGE
Target $120
BNCH
Buy
Mellanox price target raised to $120 from $110 at Benchmark
Benchmark analyst Gary Mobley raised his estimates for Mellanox (MLNX) following what he called "exceptional" Q2 results and second half guidance, stating that he believes the company grow FY19 revenue 10%-15%, versus the current 9% consensus growth forecast. He also continues to see Mellanox as a "prime M&A target" which would be a good strategic fit for Nvidia (NVDA), Marvell (MRVL) or Broadcom (AVGO). Mobley raised his price target on Mellanox shares to $120 and keeps a Buy rating on the stock.
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.
08/29/18
PIPR
08/29/18
NO CHANGE
Target $28
PIPR
Overweight
Marvell end markets remain strong, says Piper Jaffray
While there is a "very real chance" that Cavium could be 1c-3c dilutive to the October quarter driven by a lower revenue base, Marvell Technology's end markets remain strong, especially storage and networking, Piper Jaffray analyst Harsh Kumar tells investors in a pre-earnings research note. The analyst sees Cavium revenue returning to growth in October quarter "as the channel inventory finally flushes out." He reiterates an Overweight rating on Marvell shares with a $28 price target.

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AG

First Majestic

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F

Ford

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0.105 (1.12%)

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38.7 (2.05%)

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F

Ford

$9.46

0.115 (1.23%)

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38.43 (2.04%)

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TWTR

Twitter

$39.82

5.43 (15.79%)

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Twitter analyst commentary at Baird »

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ADNT

Adient

$25.11

-0.43 (-1.68%)

13:55
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13:55
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Adient put volume heavy and directionally bearish »

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TNXP

Tonix Pharmaceuticals

$2.29

-0.035 (-1.51%)

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Tonix Pharmaceuticals says USAMMDA exercising right to terminate CRADA »

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TNXP

Tonix Pharmaceuticals

$2.29

-0.035 (-1.51%)

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13:52
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Breaking Hot Stocks news story on Tonix Pharmaceuticals »

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AGN

Allergan

$142.87

2.6 (1.85%)

, TEVA

Teva

$15.14

0.435 (2.96%)

13:50
04/23/19
04/23
13:50
04/23/19
13:50
Conference/Events
Piper Jaffray specialty pharma analysts to hold analyst/industry conference call »

Specialty Pharmaceuticals…

AGN

Allergan

$142.87

2.6 (1.85%)

TEVA

Teva

$15.14

0.435 (2.96%)

ALDR

Alder Biopharmaceuticals

$13.55

0.78 (6.11%)

AMGN

Amgen

$180.01

3.81 (2.16%)

BHVN

Biohaven Pharmaceutical

$63.34

2.39 (3.92%)

LLY

Eli Lilly

$117.60

2.16 (1.87%)

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TWTR

Twitter

$39.95

5.56 (16.17%)

13:44
04/23/19
04/23
13:44
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13:44
Recommendations
RBC 'more constructive' on Twitter post results, boosts price target to $38 »

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BRFS

BRF S.A.

$7.54

0.44 (6.20%)

13:40
04/23/19
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13:40
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Renewed call buying in BRF SA as shares rally 6.5% »

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PW

Power REIT

$5.74

-0.075 (-1.29%)

13:39
04/23/19
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13:39
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Cascadilla Capital Partners urges sale or liquidation of Power REIT »

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PHM

PulteGroup

$31.44

1.21 (4.00%)

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PulteGroup analyst commentary  »

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MBRX

Moleculin Biotech

$1.60

-1.37 (-46.13%)

13:35
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Sabby Management reports 7.14% passive stake in Moleculin Biotech »

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LMT

Lockheed Martin

$336.62

21.38 (6.78%)

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Lockheed Martin receives $362M contract for MLRS launchers »

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13:30
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General news
Treasury Action: yields remain lower after a well received 2-year auction »

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TCEHY

Tencent

$0.00

(0.00%)

, KKR

KKR

$23.76

0.33 (1.41%)

13:28
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Epic workers describe 'Fortnite' working environment as toxic, Polygon says »

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TCEHY

Tencent

$0.00

(0.00%)

KKR

KKR

$23.76

0.33 (1.41%)

DIS

Disney

$133.00

1.3 (0.99%)

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TSLA

Tesla

$264.55

1.65 (0.63%)

13:26
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Tesla electric vehicle challenger Lucid Motors appoints Peter Rawlinson as CEO »

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PAGS

PagSeguro Digital

$26.03

0.375 (1.46%)

13:25
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13:25
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PagSeguro Digital call volume above normal and directionally bullish »

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ADBE

Adobe

$276.37

4.14 (1.52%)

, CRM

Salesforce

$160.44

1.69 (1.06%)

13:25
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Stephens eCommerce analysts to hold an analyst/industry conference call »

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ADBE

Adobe

$276.37

4.14 (1.52%)

CRM

Salesforce

$160.44

1.69 (1.06%)

SHOP

Shopify

$223.04

-1.28 (-0.57%)

SAP

SAP

$114.13

0.36 (0.32%)

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13:25
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The Board of Governors of the Federal Reserve System to hold a meeting »

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DNLI

Denali Therapeutics

$24.10

-0.74 (-2.98%)

13:25
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Denali Therapeutics participates in a conference call with JPMorgan »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

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NYSE market internals summary »

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13:15
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13:15
General news
Treasury's $40 B 2-year auction was well received »

Treasury's $40 B…

UBS

UBS

$13.15

-0.11 (-0.83%)

, DB

Deutsche Bank

$8.58

-0.175 (-2.00%)

13:12
04/23/19
04/23
13:12
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13:12
Periodicals
UBS, Deutsche Bank asset management units in serious merger talks, FT says »

The asset management…

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UBS

$13.15

-0.11 (-0.83%)

DB

Deutsche Bank

$8.58

-0.175 (-2.00%)

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