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QCOM

Qualcomm

$62.39

-0.82 (-1.30%)

, AAPL

Apple

$216.14

-3.56 (-1.62%)

14:27
10/28/18
10/28
14:27
10/28/18
14:27

Qualcomm says Apple $7B behind in royalty payments, Reuters reports

Qualcomm (QCOM) said in a court hearing that Apple (AAPL) is $7B behind in patent royalty payments to the mobile chip company, according to Reuters. Apple and Qualcomm are involved in a series legal actions, the report notes, adding that the latter made its comments about the size of Apple's unpaid royalties in a hearing in one of the cases in federal court in San Diego. Reference Link

QCOM

Qualcomm

$62.39

-0.82 (-1.30%)

AAPL

Apple

$216.14

-3.56 (-1.62%)

  • 01

    Nov

  • 07

    Nov

QCOM Qualcomm
$62.39

-0.82 (-1.30%)

09/25/18
ADAM
09/25/18
NO CHANGE
Target $86
ADAM
Buy
Qualcomm estimates updated for potential settlements at Canaccord
Canaccord analyst T. Michael Walkley updated his Qualcomm (QCOM) estimates and scenario analysis for potential settlements with Huawei and Apple (AAPL) due to accounting for ASR and one of the Huawei $100M payments. Walkley sees an improved likelihood of settling with Apple and Huawei over the next year and 5G driving longer-term market share gains and growth opportunities. Walkley reiterated his Buy rating and lowered his price target to $86 from $88 on Qualcomm shares.
10/01/18
NOMU
10/01/18
NO CHANGE
NOMU
Buy
ITC ruling Friday reinforces Qualcomm's momentum, says Nomura Instinet
Nomura Instinet analyst Romit Shah believes Friday's International Trade Commission ruling reinforces Qualcomm's (QCOM) momentum in the Apple (AAPL) litigation and increases the likelihood the dispute will be settled before the end of the year. The analyst says he's been recommending Qualcomm shares on the belief that the Apple dispute would be resolved by the end of the year and Qualcomm stands to "benefit greatly" from a resolution. Shah keeps a Buy rating on the shares with an $80 price target.
10/18/18
GSCO
10/18/18
UPGRADE
Target $85
GSCO
Buy
Goldman upgrades NXP to Buy on 'sufficiently discounted' valuation
Goldman Sachs analyst Toshiya Hari upgraded NXP Semiconductors (NXPI) to Buy from Neutral while lowering his price target for the shares to $85 from $106. While uncertainties remain around NXP's competitive positioning within Automotive following the termination of Qualcomm's (QCOM) proposed takeover, the stock is now "sufficiently discounted" relative to history and peers to warrant a constructive view, Hari tells investors in a research note on the Semiconductors space where he made several rating changes. The analyst believes NXP's valuation discount to peers points to an attractive risk/reward profile. He sees margin upside if management can execute, which is not embedded in his model.
10/23/18
LEHM
10/23/18
UPGRADE
Target $95
LEHM
Overweight
Barclays upgrades NXP to Overweight on recent selling pressure
Barclays analyst Blayne Curtis upgraded NXP Semiconductors (NXPI) to Overweight from Equal Weight while lowering his price target for the shares to $95 from $105. Fundamentals in the U.S. Semiconductor space are not falling as fast as the stock prices, Curtis says in a research note on the sector. The analyst says that while he may be early on NXP, the recent selling pressure presents a buying opportunity. He says that while he debated NXP's high auto exposure and Qualcomm (QCOM) disruption, he ultimately felt the stock "had taken too much pain." Curtis sees the company's earnings moving higher given the $5B buyback, which he feels is not fully reflected in estimates.
AAPL Apple
$216.14

-3.56 (-1.62%)

10/24/18
BERN
10/24/18
NO CHANGE
BERN
Apple's revenue, EPS estimates raised at Bernstein
Bernstein analyst A.M. Sacconaghi, Jr. is raising his Q4 and FY19 revenue and EPS estimates for Apple, largely due to richer ASP assumptions for iPhone and Watch. Overall, Sacconaghi forecasts Q4 iPhone ASPs of $800, versus consensus at $741, resulting in revenues of $63.3B versus consensus at $61.3B and EPS of $2.90 versus consensus at $2.77. For FY 19, he expects flattish iPhone unit growth and gross margins year over year, but expects notably higher iPhone ASPs, which leads his revenue and EPS estimates to be above consensus forecasts. That said, the analyst believes that iPhone unit growth is likely to be the critical metric for investors going forward, and sees the stock likely continuing to outperform if iPhone units can grow in FY 19, and the stock underperforming if units are down 3% or more.
10/24/18
CHLM
10/24/18
NO CHANGE
Target $20
CHLM
Buy
STMicroelectronics price target lowered to $20 from $28 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss lowered his price target for STMicroelectronics (STM) to $20 from $28 saying that while faring better than peers, itis seeing some weakness primarily in MCU's in China. The analyst notes that investors are likely to throw the "baby out with the bath water" after Texas Instruments (TXN) spoke about softness across the board. But contrary to Texas Instruments, STMicroelectronics is seeing substantial increase in content in Apple (AAPL) phones this year as well as continued increasing content in autos, he contends. Stoss reiterates a Buy rating on the shares.
10/24/18
OTRG
10/24/18
NO CHANGE
OTRG
Apple iPhones receiving mixed feedback from smartphone buyers, says OTR Global
Analysts at OTR Global noted that Apple's recently launched iPhones are seeing mixed feedback from leading smartphone buyers, reporting that 26 of 43 hardware buyers, product managers, heads of distribution and management directors polled expect lower Q4 volumes for the new models compared to iPhone 8/8 Plus and X in Q4 of last year. 20 of 44 sources see Apple's Q3 market share being down quarter-over-quarter, especially in China and Europe, OTR Global added.
10/26/18
NOMU
10/26/18
NO CHANGE
Target $55
NOMU
Buy
Nomura calls Intel 'rose in the landfill,' ups price target to $55
In a post-earnings research note titled "A Rose in the Landfill," Nomura Instinet analyst Romit Shah raised his price target for Intel (INTC) to $55 from $50 and keeps a Buy rating on the shares. The chipmaker in premarket trading is down 6c to $44.25. The analyst continues to think that Intel shares are a long into the end of 2018 and potentially beyond. The company's results and outlook "stood out to us like a rose in a landfill" relative to the broader semiconductor sector, says Shah. He believes commentary around 2019 indicates that $5.00 in earnings per share "is doable, on fairly conservative revenue growth." This would put Intel below 10 times fiscal 2020 earnings estimates in after-hours trading, a nearly 50% discount to comparable large-cap tech stocks and Apple (AAPL), Shah contends.

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TCEHY

Tencent

$0.00

(0.00%)

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BAESY

BAE Systems

$0.00

(0.00%)

12:53
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Bae Systems will mount new charge, Barron's says »

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AMZN

Amazon.com

$1,696.01

4.01 (0.24%)

, COST

Costco

$213.59

2.15 (1.02%)

12:50
01/19/19
01/19
12:50
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12:50
Periodicals
Costco might be 'good buy' following 2018 pullback, Barron's says »

Part of what makes Costco…

AMZN

Amazon.com

$1,696.01

4.01 (0.24%)

COST

Costco

$213.59

2.15 (1.02%)

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VNO

Vornado

$66.40

1.04 (1.59%)

, KRC

Kilroy Realty

$68.23

0.21 (0.31%)

12:45
01/19/19
01/19
12:45
01/19/19
12:45
Periodicals
Kilroy, Vornado Realty have 'solid' prospects, Barron's says »

Office REITs have been…

VNO

Vornado

$66.40

1.04 (1.59%)

KRC

Kilroy Realty

$68.23

0.21 (0.31%)

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GOLD

Barrick Gold

$11.78

-0.11 (-0.93%)

, GG

Goldcorp

$10.37

0.04 (0.39%)

12:41
01/19/19
01/19
12:41
01/19/19
12:41
Periodicals
Gold mining stocks 'an unalloyed bargain,' Barron's says »

Two multibillion-dollar…

GOLD

Barrick Gold

$11.78

-0.11 (-0.93%)

GG

Goldcorp

$10.37

0.04 (0.39%)

NEM

Newmont Mining

$31.77

0.15 (0.47%)

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TECH

Bio-Techne

$163.24

1.16 (0.72%)

, A

Agilent

$71.93

1.16 (1.64%)

12:29
01/19/19
01/19
12:29
01/19/19
12:29
Periodicals
Rising demand benefiting Illumina, Thermo Fisher, Barron's says »

Healthy funding and…

TECH

Bio-Techne

$163.24

1.16 (0.72%)

A

Agilent

$71.93

1.16 (1.64%)

DHR

Danaher

$107.43

1.88 (1.78%)

TMO

Thermo Fisher

$240.72

2.55 (1.07%)

ILMN

Illumina

$312.66

2.53 (0.82%)

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    Jan

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    Feb

ATVI

Activision Blizzard

$48.64

1.26 (2.66%)

, EA

Electronic Arts

$92.50

3.19 (3.57%)

12:22
01/19/19
01/19
12:22
01/19/19
12:22
Periodicals
EA, Activision struggling to survive a Fortnite World, Barron's says »

Netflix (NFLX) delivered…

ATVI

Activision Blizzard

$48.64

1.26 (2.66%)

EA

Electronic Arts

$92.50

3.19 (3.57%)

NFLX

Netflix

$339.20

-14.02 (-3.97%)

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AIMT

Aimmune

$22.90

0.26 (1.15%)

, CELG

Celgene

$86.27

-0.32 (-0.37%)

09:01
01/19/19
01/19
09:01
01/19/19
09:01
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AIMT

Aimmune

$22.90

0.26 (1.15%)

CELG

Celgene

$86.27

-0.32 (-0.37%)

BIIB

Biogen

$337.46

-0.93 (-0.27%)

CMRE

Costamare

$4.97

0.09 (1.84%)

DAC

Danaos

$0.90

0.05 (5.88%)

DCIX

Diana Containerships

$0.90

-0.02 (-2.17%)

TGH

Textainer

$13.34

0.57 (4.46%)

NM

Navios Maritime

$2.73

-0.04 (-1.44%)

YRCM

Rogers Cantel

$0.00

(0.00%)

EXPD

Expeditors

$69.34

1.43 (2.11%)

LEN

Lennar

$44.11

-0.64 (-1.43%)

KBH

KB Home

$20.30

-0.28 (-1.36%)

PHM

PulteGroup

$26.58

-0.27 (-1.01%)

Z

Zillow

$33.93

0.35 (1.04%)

ZG

Zillow

$33.74

0.35 (1.05%)

RLGY

Realogy

$18.27

-0.155 (-0.84%)

RDFN

Redfin

$18.49

0.48 (2.67%)

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$16.78

0.16 (0.96%)

F

Ford

$8.59

0.23 (2.75%)

GM

General Motors

$38.63

0.35 (0.91%)

HMC

Honda

$29.77

0.22 (0.74%)

NSANY

Nissan

$0.00

(0.00%)

TM

Toyota

$125.40

0.505 (0.40%)

VLKAY

Volkswagen

$0.00

(0.00%)

VC

Visteon

$76.43

4.85 (6.78%)

ADNT

Adient

$19.78

1.59 (8.74%)

AXL

American Axle

$14.62

0.45 (3.18%)

DLPH

Delphi Technologies

$15.94

0.44 (2.84%)

APTV

Aptiv

$72.91

1.77 (2.49%)

BWA

BorgWarner

$40.60

0.54 (1.35%)

LEA

Lear

$151.67

0.98 (0.65%)

TEN

Tenneco

$34.61

1.125 (3.36%)

MGA

Magna

$50.91

0.78 (1.56%)

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    Jul

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    Oct

ASLN

Aslan Pharmaceuticals

$3.55

(0.00%)

, FPRX

Five Prime

$11.20

0.53 (4.97%)

04:55
01/19/19
01/19
04:55
01/19/19
04:55
Conference/Events
American Society of Clinical Oncology to hold a symposium »

ASCO GI 2019 Symposium…

ASLN

Aslan Pharmaceuticals

$3.55

(0.00%)

FPRX

Five Prime

$11.20

0.53 (4.97%)

KURA

Kura Oncology

$15.70

-0.06 (-0.38%)

ZLAB

Zai Lab

$25.98

-0.05 (-0.19%)

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04:55
01/19/19
01/19
04:55
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04:55
Conference/Events
Deutsche Bank to hold a conference »

17th Annual dbAccess…

TCCO

Technical Comm Corp

$2.61

-0.19 (-6.79%)

18:02
01/18/19
01/18
18:02
01/18/19
18:02
Hot Stocks
Technical Comm Corp reports notice of failure to satisfy Nasdaq rule »

Technical Communications…

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SNAP

Snap

$6.19

0.455 (7.93%)

17:38
01/18/19
01/18
17:38
01/18/19
17:38
Periodicals
Snap exec fired due to undisclosed relationship with consultant, Cheddar says »

Snap's global…

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SSW

Seaspan

$9.16

0.16 (1.78%)

17:33
01/18/19
01/18
17:33
01/18/19
17:33
Syndicate
Breaking Syndicate news story on Seaspan »

Seaspan files to sell…

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TXT

Textron

$49.38

0.75 (1.54%)

17:30
01/18/19
01/18
17:30
01/18/19
17:30
Hot Stocks
Textron subsidiary awarded $439.56M government contract modification »

Bell Helicopter Textron…

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  • 24

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TAC

TransAlta

$4.91

0.04 (0.82%)

17:28
01/18/19
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17:28
Hot Stocks
Mangrove Partners reports 9.4% passive stake in TransAlta »

In a regulatory filing,…

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TDS

Telephone and Data

$36.27

0.42 (1.17%)

17:27
01/18/19
01/18
17:27
01/18/19
17:27
Hot Stocks
Telephone and Data's Meyers sells 80,465 common shares »

In a regulatory filing,…

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GWPH

GW Pharmaceuticals

$137.24

2.59 (1.92%)

17:03
01/18/19
01/18
17:03
01/18/19
17:03
Syndicate
Breaking Syndicate news story on GW Pharmaceuticals »

GW Pharmaceuticals files…

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FCSC

Fibrocell Science

$2.03

0.03 (1.50%)

16:55
01/18/19
01/18
16:55
01/18/19
16:55
Syndicate
Breaking Syndicate news story on Fibrocell Science »

Fibrocell Science files…

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ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

, ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

16:49
01/18/19
01/18
16:49
01/18/19
16:49
Conference/Events
EnLink Midstream Partners to hold a special shareholder meeting »

Special Shareholder…

ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

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  • 23

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FDX

FedEx

$176.97

3.72 (2.15%)

16:49
01/18/19
01/18
16:49
01/18/19
16:49
Hot Stocks
FedEx establishes voluntary buyout program for U.S. workers »

FedEx said in a…

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  • 02

    Apr

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

, ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

16:48
01/18/19
01/18
16:48
01/18/19
16:48
Conference/Events
EnLink Midstream Companies to hold a special shareholder meeting »

Special Shareholder…

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

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  • 23

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MKL

Markel

$1,067.03

13.52 (1.28%)

16:36
01/18/19
01/18
16:36
01/18/19
16:36
Hot Stocks
Markel says Anthony Belisle, Alissa Fredricks no longer with company »

Markel Corporation said…

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NILSY

Norilsk Nickel

$0.00

(0.00%)

16:35
01/18/19
01/18
16:35
01/18/19
16:35
Downgrade
Norilsk Nickel rating change at Goldman Sachs »

Norilsk Nickel downgraded…

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JNJ

Johnson & Johnson

$130.65

1.54 (1.19%)

, ABBV

AbbVie

$89.51

2.28 (2.61%)

16:33
01/18/19
01/18
16:33
01/18/19
16:33
Hot Stocks
AbbVie: Phase 3 study of ibrutinib did not meet primary endpoint »

AbbVie (ABBV) announced…

JNJ

Johnson & Johnson

$130.65

1.54 (1.19%)

ABBV

AbbVie

$89.51

2.28 (2.61%)

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FOMX

Foamix

$3.70

-0.14 (-3.65%)

16:32
01/18/19
01/18
16:32
01/18/19
16:32
Conference/Events
Foamix to host research and development day »

Research and Development…

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