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KLAC

KLA-Tencor

$93.18

1.37 (1.49%)

08:53
10/15/18
10/15
08:53
10/15/18
08:53

KLA-Tencor downgraded to In Line at Evercore ISI on recent shipment cuts

As reported earlier, Evercore ISI analyst CJ Muse dowgraded KLA-Tencor to In Line from Outperform and also lowered his price target to $100 from $140. The analyst says his recent data suggest that WFE orders are tracking to fall about 10% to $45B in FY19, but the decline could be as high as 20% if memory spending does not recover from the DRAM inventory glut-driven slump. Muse also notes that the recent shipment cut data indicate that KLA-Tencor is poised for the "worst peak to tough decline" of about 50%, which could lead to "incremental disappointment" in the current earnings season.

KLAC KLA-Tencor
$93.18

1.37 (1.49%)

10/15/18
EVER
10/15/18
DOWNGRADE
EVER
In Line
KLA-Tencor downgraded to In Line from Outperform at Evercore ISI
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.
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).
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.

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BC

Brunswick

$57.35

-0.77 (-1.32%)

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M

Macy's

$15.02

-0.01 (-0.07%)

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M

Macy's

$15.02

-0.01 (-0.07%)

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HASI

Hannon Armstrong

$29.12

0.025 (0.09%)

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BAH

Booz Allen

$74.10

0.385 (0.52%)

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BJ

BJ's Wholesale

$26.03

-0.29 (-1.10%)

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BJ's Wholesale reports Q3 comparable club sales down 0.4%, up 1.1% ex-gasoline »

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ALB

Albemarle

$65.05

-1.38 (-2.08%)

06:55
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AXNX

Axonics

$21.89

-1.07 (-4.66%)

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Axonics management to meet with Needham »

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BJ

BJ's Wholesale

$26.03

-0.29 (-1.10%)

06:53
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BJ's Wholesale announces $250M share repurchase plan »

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  • 21

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EXK

Endeavour Silver

$2.35

0.015 (0.64%)

06:52
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Endeavour Silver suspending operations at El Cubo mine in Mexico »

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BJ

BJ's Wholesale

$26.03

-0.29 (-1.10%)

06:51
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Breaking Hot Stocks news story on BJ's Wholesale »

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  • 21

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AKR

Acadia Realty Trust

$27.29

-0.215 (-0.78%)

06:51
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Conference/Events
Acadia Realty Trust management to meet with KeyBanc »

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  • 21

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BJ

BJ's Wholesale

$26.03

-0.29 (-1.10%)

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BJ's Wholesale lowers FY19 merchandise comparable store sales view to 1.3%-1.5% »

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  • 21

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AMD

AMD

$40.97

-0.3 (-0.73%)

06:49
11/21/19
11/21
06:49
11/21/19
06:49
Downgrade
AMD rating change  »

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CRM

Salesforce

$164.57

0.55 (0.34%)

06:48
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BJ

BJ's Wholesale

$26.03

-0.29 (-1.10%)

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Earnings
BJ's Wholesale narrows FY19 adj. EPS view to $1.44-$1.48 from $1.42-$1.50 »

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ASH

Ashland

$72.81

-3.045 (-4.01%)

06:47
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06:47
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06:47
Downgrade
Ashland rating change  »

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AFIN

American Finance Trust

$14.82

-0.21 (-1.40%)

06:47
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Conference/Events
American Finance Trust management to meet with DA Davidson »

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BJ

BJ's Wholesale

$26.03

-0.29 (-1.10%)

06:45
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  • 21

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BJ

BJ's Wholesale

$26.03

-0.29 (-1.10%)

06:45
11/21/19
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06:45
11/21/19
06:45
Earnings
BJ's Wholesale reports Q3 adjusted EPS 41c, consensus 40c »

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  • 21

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NTGN

Neon Therapeutics

$1.44

-0.04 (-2.70%)

06:44
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Neon Therapeutics analyst commentary  »

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HMLP

Hoegh LNG Partners

$14.30

-0.045 (-0.31%)

06:44
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Hoegh LNG Partners reports Q3 EPS 30c, consensus 38c »

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SSI

Stage Stores

$2.27

0.08 (3.65%)

06:44
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Earnings
Stage Stores sees FY19 adjusted EPS ($1.40)-($1.25) »

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SSI

Stage Stores

$2.27

0.08 (3.65%)

06:43
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Earnings
Stage Stores reports Q3 EPS (55c) vs. ($1.11) last year »

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TGT

Target

$126.37

15.51 (13.99%)

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