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KLAC

KLA-Tencor

$93.18

1.37 (1.49%)

08:19
10/15/18
10/15
08:19
10/15/18
08:19

KLA-Tencor downgraded to In Line from Outperform at Evercore ISI

KLAC KLA-Tencor
$93.18

1.37 (1.49%)

09/24/18
SBSH
09/24/18
NO CHANGE
SBSH
Buy
Citi takes Applied Materials off Focus List, makes KLA-Tencor top U.S. pick
Citi analyst Atif Malik removed Applied Materials (AMAT) from his firm's US Focus List citing a lack of near-term catalysts but keeps a Buy rating on the shares. He remains positive on the company's diversification. The move comes after Citi cut its wafer fab equipment estimate for 2019 to $44B, down 14% year-over-year, from a prior estimate of $53B on memory oversupply in 2019, particularly NAND. Further, equipment makers have initiated hiring freezes and shutdowns recently which show low confidence going into 2019, Malik tells investors in a research note. He models equipment shipments to decline thru Q2 of 2019 on weak memory pricing, which he says will force memory capex to be more second half of the year loaded. The analyst expects 2020 WFE to "recover sharply," keeping him constructive on the group 12-18 months out. Malik likes ASML (ASML) in Europe and moves KLA-Tencor (KLAC) to his top pick in the U.S. He also likes Teradyne (TER) and Entegris (ENTG).
09/28/18
STFL
09/28/18
NO CHANGE
STFL
KLA-Tencor, Applied Materials have high exposure to Intel logic, says Stifel
Stifel analyst Patrick Ho identified KLA-Tencor (KLAC), Applied Materials (AMAT), and Nanometrics (NANO) as among the companies with the highest exposure to Intel's (INTC) logic segment after the chipmaker said its 2018 capex will increase to $15B due to additional 14nm capacity being brought on across its leading-edge network. Ho also believes materials companies like Entegris (ENTG) and Versum Materials (VSM) have good exposure to Intel logic, while FormFactor (FORM) should benefit from new 14nm designs. The firm has Hold ratings on Intel and Nanometrics and Buy ratings on the other stocks mentioned above.
10/01/18
DBAB
10/01/18
DOWNGRADE
Target $43
DBAB
Hold
Applied Materials downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Sidney Ho downgraded Applied Materials (AMAT) to Hold and lowered his price target for the shares to $43 from $58. Semicap Equipment stocks are not expensive but lack positive catalysts, Ho tells investors in a research note. The analyst believes investor fears over that the industry has reached a cyclical peak will remain as long as the memory market stays weak. Further, he sees risk is for additional capex push-outs, especially in the first half of 2019. With this setup, the analyst prefers companies with a defensive business model like Entegris (ENTG) or stocks that look mispriced like MKS Instruments (MKSI) over broad-based names Applied Materials, Lam Research (LRCX) and KLA-Tencor (KLAC).
10/10/18
GSCO
10/10/18
NO CHANGE
GSCO
Goldman Sachs cuts estimates for Semi Capital Equipment makers after checks
Goldman Sachs analyst Toshiya Hari lowered his estimates for Semiconductor Capital Equipment makers Applied Materials (AMAT), Lam Research (LRCX) and KLA-Tencor (KLAC) as his recent industry checks lead him to believe that the market could be underestimating the magnitude of a cyclical downturn driven by weakness in memory. Hari lowered his EPS estimates for Applied, Lam and KLA-Tencor by an average of 11% and 4%, respectively, for calendar 2019 and 2020. The analyst also cut his price target Lam to $156 from $180 and lowered his target for Applied to $40 from $47 and keeps Neutral ratings on both.

TODAY'S FREE FLY STORIES

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PTON

Peloton

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PINS

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HAL

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CMG

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PTON

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BA

Boeing

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GIL

Gildan Activewear

$26.27

-9.105 (-25.74%)

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OPRT

Oportun Financial

$15.89

-0.22 (-1.37%)

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ONB

Old National Bancorp

$17.19

0.11 (0.64%)

06:35
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Earnings
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GIL

Gildan Activewear

$26.27

-9.105 (-25.74%)

06:33
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KNOP

KNOT Offshore Partners

$19.50

0.02 (0.10%)

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  • 21

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BXBLY

Brambles

$0.00

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CVX

Chevron

$114.79

-0.55 (-0.48%)

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AUB

Atlantic Union Bankshares

$37.68

0.37 (0.99%)

06:27
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DTE

DTE Energy

$127.38

-2.11 (-1.63%)

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CME

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BA

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RES

RPC, Inc.

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GOLD

Barrick Gold

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PTON

Peloton

$23.44

-0.41 (-1.72%)

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DTE

DTE Energy

$127.38

-2.11 (-1.63%)

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PTON

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XOM

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COMM

CommScope

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