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ACIA

Acacia Communications

$33.45

-1.3 (-3.74%)

08:14
10/30/18
10/30
08:14
10/30/18
08:14

Acacia Communications set for good second half 2018, says Cowen

Cowen analyst Paul Silverstein continues to see a favorable set-up for both the Acacia Communications operating model and its shares in the second half of 2018 and beyond. The analyst said it should benefit from the expansion of coherent technology beyond metro and long-haul optical transport and from ongoing revenue diversification. Silverstein reiterated his Outperform rating and $44 price target on Acacia Communications shares.

  • 01

    Nov

ACIA Acacia Communications
$33.45

-1.3 (-3.74%)

09/13/18
09/13/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. MORGAN STANLEY CUTS FINISAR, CIENA TO EW: Morgan Stanley analyst Meta Marshall downgraded both Finisar (FNSR) and Ciena (CIEN) to Equal Weight from Overweight, as she adjusted her Optical Scorecard following the earnings reports from companies in the sector. The two stocks have closed the short-term valuation gaps that she previously believed existed with their respective moves up, Marshall said. The analyst added that she is being cautious ahead of Ciena's FY19 guidance, though she raised her price target on the stock to $32 from $30. Marshall, who kept a $20 price target on Finisar shares, said she thinks its catalysts don't come until calendar 2019. The analyst also noted that she is now Equal Weight on the space as a whole, as she also has Equal Weight ratings on Lumentum (LITE), II-VI (IIVI) and Acacia Communications (ACIA). BOFA CUTS WAYFAIR TO NEUTRAL: BofA Merrill Lynch analyst Askshay Bhatia downgraded Wayfair (W) to Neutral from Buy and raised its price target to $160 from $130. Bhatia believes growth is likely to decelerate ahead and sees increasing investments into 2019. Combining that with shares that are up 86% year-to-date leaves little room for further upside, the analyst added. SNAP UPPED TO HOLD FOLLOWING SELLOFF: Pivotal Research analyst Brian Wieser upgraded Snap (SNAP) to Hold from Sell with an unchanged price target of $9. Risks are still present, especially in the near-term, but current trading levels balance those risks with the company' long-term potential, Wieser said. Risks include "aggressive competition from much larger companies," a core user base that is "not growing by much and is only relatively elusive," and a "sub-optimal corporate structure," according to the analyst. BERNSTEIN STARTS NIO WITH UNDERPERFORM: Bernstein analyst Robin Zhu started coverage of NIO Inc. (NIO) with an Underperform rating and $4.20 price target. While the analyst is intrigued by many things, from its impressive branding to its massive volume ambitions, he is unconvinced NIO's shares represent a sound investment. Further, Zhu is skeptical the Chinese electric carmaker can achieve its volume targets. FBN STARTS AMD WITH OUTPERFORM: FBN Securities analyst Shelby Sayrafi initiated coverage of AMD (AMD) with an Outperform rating and $40 price target. AMD currently has a "strong" new product cycle driven by its Zen architecture, fifth generation graphics chips and EPYC processors for the enterprise server market that are "all ramping well currently," Sayrafi said. The analyst believes the EPYC server chip could help AMD penetrate the $16B server chip market.
09/13/18
09/13/18
DOWNGRADE

Equal Weight
Morgan Stanley goes to Equal Weight on optical, downgrades Finisar and Ciena
As previously reported, Morgan Stanley analyst Meta Marshall downgraded Finisar (FNSR) and Ciena (CIEN), both to Equal Weight from Overweight, as she adjusted her Optical Scorecard following the earnings reports from companies in the sector. The two stocks have closed the short-term valuation gaps that she previously believed existed with their respective moves up of about 35% since April for Finisar and 25% since June for Ciena, Marshall tells investors. The analyst added that she is being cautious ahead of Ciena's FY19 guidance, though she raised her price target on the stock to $32 from $30. Marshall, who keeps a $20 price target on Finisar shares, said she thinks its catalysts don't come until calendar 2019. The analyst also noted that with these two downgrades, she is now Equal Weight on the space as a whole, as she also has Equal Weight ratings on Lumentum (LITE), II-VI (IIVI) and Acacia Communications (ACIA).
08/24/18
08/24/18
DOWNGRADE
Target $37

Underperform
Acacia Communications downgraded to Underperform at BofA/Merrill
As previously reported, BofA/Merrill downgraded Acacia Communications to Underperform from Neutral and maintained a $37 price target. Analyst Tal Llani said shares have re-rated since the ZTE export ban and believes shares could underperform until investments pick-up in China.
08/24/18
BOFA
08/24/18
DOWNGRADE
BOFA
Underperform
Acacia Communications downgraded to Underperform from Neutral at BofA/Merrill

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YETI

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KKR

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BOOT

Boot Barn

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ETRN

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XOG

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SPB

Spectrum Brands

$59.36

0.87 (1.49%)

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$49.91

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  • 19

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DAR

Darling Ingredients

$20.06

-0.24 (-1.18%)

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GOOG

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$1,062.01

-2.73 (-0.26%)

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-2.09 (-0.20%)

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  • 28

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CFX

Colfax

$28.00

0.31 (1.12%)

, BX

Blackstone

$32.48

-0.02 (-0.06%)

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Colfax to acquire DJO Global for $3.15B in cash »

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  • 29

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XEC

Cimarex Energy

$88.63

-0.27 (-0.30%)

, REN

Resolute Energy

$30.51

0.67 (2.25%)

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CFX

Colfax

$28.00

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FQVLF

First Quantum Minerals

$0.00

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STNE

StoneCo

$25.31

0.69 (2.80%)

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  • 26

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SAVE

Spirit Airlines

$52.43

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  • 27

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XEC

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-0.27 (-0.30%)

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SPB

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LUV

Southwest

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AIMT

Aimmune

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SPB

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