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MCHP

Microchip

$67.36

-0.18 (-0.27%)

15:35
10/19/18
10/19
15:35
10/19/18
15:35

Microchip put volume heavy and directionally bearish

Bearish flow noted in Microchip with 3,324 puts trading, or 3x expected. Most active are Oct-18 67.5 puts and Nov-18 65 puts, with total volume in those strikes near 2,800 contracts. The Put/Call Ratio is 2.73, while ATM IV is up nearly 3 points on the day. Earnings are expected on November 7th.

  • 07

    Nov

MCHP Microchip
$67.36

-0.18 (-0.27%)

10/03/18
MSCO
10/03/18
NO CHANGE
MSCO
Morgan Stanley cuts semiconductor estimates ahead of earnings season
Morgan Stanley analysts Craig Hettenbach, Joseph Moore and Vinayak Rao cut their estimates for Q4 and 2019 for several seminconductor makers to reflect what they see as the start of an inventory correction that is likely to be most pronounced in autos and industrial applications. Sentiment in the semiconductor group has quickly turned negative, which could lead to trading bounces in stocks, but if estimates start to come down as they expect, it will be difficult for stocks "to work," the analysts tells investors. The analysts lowered their price targets on Amphenol (APH) to $100 from $102, on Analog Devices (ADI) to $108 from $110, on TE Connectivity (TEL) to $102 from $107, on Microchip (MCHP) to $95 from $98, on Maxim Integrated to $59 from $60, on Qorvo (QRVO) to $72 from $75 and on Skyworks (SWKS) to $79 from $80.
10/10/18
MSCO
10/10/18
NO CHANGE
Target $75
MSCO
Equal Weight
Microchip price target lowered to $75 from $95 at Morgan Stanley
Morgan Stanley analyst Craig Hettenbach said he has been fielding an increasing number of questions on Microchip as the stock makes new 52-week lows amid cycle concerns that are being compounded by its weak balance sheet. While he thinks the stock is starting to look oversold on a near-term basis, Hettenbach expects the company's high debt to result in shares continuing to trade with greater volatility than the group. While Hettenbach keeps an Equal Weight rating on the stock and lowered his price target to $75, he stresses that Microchip is a strong operator and he sees the company taking actions to help mitigate margin pressures.
10/16/18
MSCO
10/16/18
NO CHANGE
MSCO
Semi fundamentals look worse today than in 2015 down cycle, says Morgan Stanley
Morgan Stanley analyst Craig Hettenbach noted that the selloff in semiconductor stocks has been "swift and painful" and could be getting overdone near-term, though he worries the group is "by no means out of the woods" given his view that semi fundamentals today are worse than they were in the 2015 down cycle. Specifically, Hettenbach points to the degree of excess that built up in the supply chain this time, stating that the increase in lead times, double ordering, and inventory accumulation is markedly different to the period that preceded the last time there were broad-based semi estimate cuts in the second half of 2015. Semi sector estimates have only just recently started to come down and there are growing investor expectations that companies will guide Q4 revenue at least a few percent below the Street, added Hettenbach, who said the "upcoming earnings season will be the big test."
10/19/18
PIPR
10/19/18
NO CHANGE
PIPR
Piper Jaffray lists 'stocks to own' following tech sector sell-off
Piper Jaffray's tech analysts highlighted their "stocks to own" following the recent sell-off in the technology sector. The firm's top picks across each coverage universe include Amazon.com (AMZN), Broadcom (AVGO), Salesforce (CRM), Finisar (FNSR), Microchip (MCHP), Mellanox (MLNX), ServiceNow (NOW), Nutanix (NTNX), Proofpoint (PFPT), Impinj (PI), Take-Two (TTWO) and Twilio (TWLO).

TODAY'S FREE FLY STORIES

CYTK

Cytokinetics

$7.52

-0.17 (-2.21%)

, AMGN

Amgen

$187.14

0.17 (0.09%)

14:27
02/20/19
02/20
14:27
02/20/19
14:27
Recommendations
Cytokinetics, Amgen analyst commentary  »

Piper reiterates…

CYTK

Cytokinetics

$7.52

-0.17 (-2.21%)

AMGN

Amgen

$187.14

0.17 (0.09%)

03/08/13
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GG

Goldcorp

$11.52

0.25 (2.22%)

14:25
02/20/19
02/20
14:25
02/20/19
14:25
Options
Goldcorp call volume above normal and directionally bullish »

Bullish option flow…

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14:25
02/20/19
02/20
14:25
02/20/19
14:25
General news
FX Action: The Dollar »

FX Action: The Dollar…

SSNLF

Samsung

$0.00

(0.00%)

, AAPL

Apple

$172.67

1.72 (1.01%)

14:23
02/20/19
02/20
14:23
02/20/19
14:23
Periodicals
Samsung unveils new foldable phone called Galaxy Fold, Verge reports »

At Samsung's Galaxy…

SSNLF

Samsung

$0.00

(0.00%)

AAPL

Apple

$172.67

1.72 (1.01%)

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FDP

Fresh Del Monte

$29.80

0.53 (1.81%)

14:20
02/20/19
02/20
14:20
02/20/19
14:20
Hot Stocks
Fresh Del Monte board suspends quarterly cash dividend »

Fresh Del Monte Produce…

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14:20
02/20/19
02/20
14:20
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14:20
General news
FOMC minutes to Januayr 29, 30 meeting: »

FOMC minutes to Januayr…

NXTM

NxStage Medical

$29.99

0.35 (1.18%)

, FMS

Fresenius Medical

$40.17

1.79 (4.66%)

14:18
02/20/19
02/20
14:18
02/20/19
14:18
Hot Stocks
FTC requires NxStage, Fresenius Medical to divest bloodline tubing assets »

The Federal Trade…

NXTM

NxStage Medical

$29.99

0.35 (1.18%)

FMS

Fresenius Medical

$40.17

1.79 (4.66%)

03/08/13
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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
02/20/19
02/20
14:17
02/20/19
14:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
02/20/19
02/20
14:16
02/20/19
14:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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ETSY

Etsy

$54.65

-0.65 (-1.18%)

14:15
02/20/19
02/20
14:15
02/20/19
14:15
Options
Etsy put volume heavy and directionally bearish »

Bearish flow noted in…

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$278.60

0.71 (0.26%)

14:09
02/20/19
02/20
14:09
02/20/19
14:09
General news
'Almost all' Fed members wanted to announce plan to stop reducing assets »

Minutes from the last…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.60

0.71 (0.26%)

03/08/13
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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$278.27

0.38 (0.14%)

14:06
02/20/19
02/20
14:06
02/20/19
14:06
General news
Fed saw 'variety of considerations' for 'patient approach to monetary policy' »

Minutes from the last…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.27

0.38 (0.14%)

03/08/13
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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$278.32

0.43 (0.15%)

14:05
02/20/19
02/20
14:05
02/20/19
14:05
General news
Fed to continue monitoring economic developments for outlook implications »

Minutes from the last…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.32

0.43 (0.15%)

03/08/13
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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$278.34

0.45 (0.16%)

14:02
02/20/19
02/20
14:02
02/20/19
14:02
General news
Fed sees 'sustained expansion of economic activity' as most likely outcome »

Minutes from the last…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.34

0.45 (0.16%)

03/08/13
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FDP

Fresh Del Monte

$29.97

0.7 (2.39%)

14:00
02/20/19
02/20
14:00
02/20/19
14:00
Hot Stocks
Breaking Hot Stocks news story on Fresh Del Monte »

Fresh Del Monte trading…

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BHC

Bausch Health

$23.13

-2.04 (-8.10%)

14:00
02/20/19
02/20
14:00
02/20/19
14:00
Options
Dip buyer in Bausch Health Companies »

Dip buyer in Bausch…

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VLKAY

Volkswagen

$0.00

(0.00%)

, AUDVF

Audi AG

$0.00

(0.00%)

13:59
02/20/19
02/20
13:59
02/20/19
13:59
Periodicals
Audi plans to cut 10% of management positions, Reuters reports »

Audi (AUDVF),…

VLKAY

Volkswagen

$0.00

(0.00%)

AUDVF

Audi AG

$0.00

(0.00%)

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TTD

Trade Desk

$146.31

-15.45 (-9.55%)

13:58
02/20/19
02/20
13:58
02/20/19
13:58
On The Fly
Trade Desk slides after analyst cuts rating ahead of quarterly results »

Shares of Trade Desk…

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UA

Under Armour

$19.15

-0.23 (-1.19%)

13:55
02/20/19
02/20
13:55
02/20/19
13:55
Options
Under Armour put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 03

    Mar

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    Mar

PM

Philip Morris

$85.42

2 (2.40%)

13:50
02/20/19
02/20
13:50
02/20/19
13:50
Earnings
Philip Morris repeats Q1 reported diluted EPS view of $1.00, consensus $1.01 »

As communicated on…

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PM

Philip Morris

$85.42

2 (2.40%)

13:49
02/20/19
02/20
13:49
02/20/19
13:49
Earnings
Philip Morris reaffirms FY19 reported diluted EPS guidance of at least $5.37 »

Philip Morris…

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13:45
02/20/19
02/20
13:45
02/20/19
13:45
General news
Fed's Kaplan said a weaker business outlook is the reason for caution on rates »

Fed's Kaplan said a…

13:45
02/20/19
02/20
13:45
02/20/19
13:45
General news
Breaking General news story  »

FOMC Minutes to be…

MDR

McDermott

$7.80

0.44 (5.98%)

13:40
02/20/19
02/20
13:40
02/20/19
13:40
Options
Bullish option play in McDermott as shares rally ahead of earnings »

Bullish option play in…

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  • 02

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STAG

STAG Industrial

$28.24

-0.59 (-2.05%)

13:34
02/20/19
02/20
13:34
02/20/19
13:34
Recommendations
STAG Industrial analyst commentary  »

STAG Industrial price…

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