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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.

  • 06

    Sep

  • 12

    Sep

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.

TODAY'S FREE FLY STORIES

MSFT

Microsoft

$104.90

-4.27 (-3.91%)

08:02
12/10/18
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08:02
Options
Microsoft put buyer realizes 153% same-day gains »

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  • 03

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VERI

Veritone

$5.62

-0.09 (-1.58%)

08:01
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Breaking Hot Stocks news story on Veritone »

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INOV

Inovalon

$13.06

0.41 (3.24%)

, MOH

Molina Healthcare

$132.94

-3.43 (-2.52%)

08:00
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Hot Stocks
Inovalon to support Molina Healthcare to improve Medicaid, Medicare »

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INOV

Inovalon

$13.06

0.41 (3.24%)

MOH

Molina Healthcare

$132.94

-3.43 (-2.52%)

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  • 12

    Dec

ATEN

A10 Networks

$6.06

-0.08 (-1.30%)

08:00
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A10 Networks rating change  »

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BIG

Big Lots

$30.99

-9.3 (-23.08%)

07:59
12/10/18
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07:59
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Big Lots analyst commentary  »

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WAGE

WageWorks

$29.48

-0.52 (-1.73%)

07:58
12/10/18
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07:58
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WageWorks rating change  »

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  • 11

    Dec

  • 12

    Dec

UAA

Under Armour

$23.45

-0.62 (-2.58%)

, UA

Under Armour

$22.07

-0.51 (-2.26%)

07:58
12/10/18
12/10
07:58
12/10/18
07:58
Recommendations
Under Armour, Under Armour analyst commentary  »

Jefferies believes Under…

UAA

Under Armour

$23.45

-0.62 (-2.58%)

UA

Under Armour

$22.07

-0.51 (-2.26%)

03/08/13
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  • 12

    Dec

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  • 14

    Dec

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XPER

Xperi

$12.80

-0.53 (-3.98%)

07:58
12/10/18
12/10
07:58
12/10/18
07:58
Hot Stocks
Breaking Hot Stocks news story on Xperi »

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  • 12

    Dec

  • 06

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GILT

Gilat Satellite

$9.17

-0.01 (-0.11%)

07:56
12/10/18
12/10
07:56
12/10/18
07:56
Hot Stocks
Gilat Satellite awarded multi-million dollar project from LASCOM »

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CYTK

Cytokinetics

$7.39

-0.165 (-2.18%)

07:56
12/10/18
12/10
07:56
12/10/18
07:56
Hot Stocks
Cytokinetics presents new data at International Symposium on ALS/MND »

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AAPL

Apple

$168.37

-6.37 (-3.65%)

07:56
12/10/18
12/10
07:56
12/10/18
07:56
Recommendations
Apple analyst commentary  »

Apple XR softness…

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GERN

Geron

$1.49

-0.07 (-4.49%)

07:55
12/10/18
12/10
07:55
12/10/18
07:55
Conference/Events
Geron to hold an analyst and investor event »

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  • 10

    Dec

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    Dec

PRMW

Primo Water

$13.57

-0.4 (-2.86%)

07:54
12/10/18
12/10
07:54
12/10/18
07:54
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Primo Water analyst commentary  »

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  • 12

    Dec

DXPE

DXP Enterprises

$35.13

-0.42 (-1.18%)

07:54
12/10/18
12/10
07:54
12/10/18
07:54
Conference/Events
DXP Enterprises management to meet with Sidoti »

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  • 11

    Dec

MU

Micron

$35.31

-2.38 (-6.31%)

07:53
12/10/18
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07:53
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Micron analyst commentary  »

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  • 18

    Dec

MRNS

Marinus Pharmaceuticals

$5.18

-0.12 (-2.26%)

07:52
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07:52
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Marinus Pharmaceuticals announces results from two ganaxolone studies »

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DG

Dollar General

$102.71

-3.97 (-3.72%)

07:52
12/10/18
12/10
07:52
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07:52
Conference/Events
Dollar General management to meet with Morgan Stanley »

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  • 11

    Dec

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TVTY

Tivity Health

$40.60

-0.27 (-0.66%)

, NTRI

Nutrisystem

$34.19

-1.07 (-3.03%)

07:50
12/10/18
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Hot Stocks
Tivity Health sees double digit accretion from Nutrisystem deal in 2020, beyond »

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TVTY

Tivity Health

$40.60

-0.27 (-0.66%)

NTRI

Nutrisystem

$34.19

-1.07 (-3.03%)

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  • 10

    Dec

SWKS

Skyworks

$67.56

-3.04 (-4.31%)

, AAPL

Apple

$168.37

-6.37 (-3.65%)

07:50
12/10/18
12/10
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07:50
Downgrade
Skyworks, Apple, Qualcomm, Qorvo rating change  »

Skyworks downgraded to…

SWKS

Skyworks

$67.56

-3.04 (-4.31%)

AAPL

Apple

$168.37

-6.37 (-3.65%)

QCOM

Qualcomm

$56.00

-1.1 (-1.93%)

QRVO

Qorvo

$61.16

-1.58 (-2.52%)

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  • 11

    Dec

SIG

Signet Jewelers

$38.55

-2.515 (-6.13%)

07:48
12/10/18
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07:48
12/10/18
07:48
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Signet Jewelers analyst commentary  »

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LULU

Lululemon

$113.83

-17.785 (-13.51%)

07:46
12/10/18
12/10
07:46
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07:46
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  • 14

    Dec

07:46
12/10/18
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07:46
General news
Stocks point to lower open as Huawei arrest tensions continue »

Stocks are pointing…

QRVO

Qorvo

$61.16

-1.58 (-2.52%)

, AAPL

Apple

$168.37

-6.37 (-3.65%)

07:46
12/10/18
12/10
07:46
12/10/18
07:46
Downgrade
Qorvo, Apple, Qualcomm rating change  »

Qorvo downgraded to…

QRVO

Qorvo

$61.16

-1.58 (-2.52%)

AAPL

Apple

$168.37

-6.37 (-3.65%)

QCOM

Qualcomm

$56.00

-1.1 (-1.93%)

03/08/13
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  • 11

    Dec

MTN

Vail Resorts

$221.80

-50.15 (-18.44%)

07:45
12/10/18
12/10
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07:45
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Vail Resorts analyst commentary  »

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XNET

Xunlei

$4.88

-0.23 (-4.50%)

, CHL

China Mobile

$49.28

0.61 (1.25%)

07:44
12/10/18
12/10
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07:44
Hot Stocks
Xunlei announces strategic partnership with China Mobile IoT »

Xunlei (XNET) announced…

XNET

Xunlei

$4.88

-0.23 (-4.50%)

CHL

China Mobile

$49.28

0.61 (1.25%)

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