Breaking News Instant updates and real-time market news.

KEYS

Keysight Technologies

$58.27

1.135 (1.99%)

, CA

Bought by AVGO

$44.45

(0.00%)

04:55
11/06/18
11/06
04:55
11/06/18
04:55

Keysight Technologies to replace CA Technologies in S&P 500 at open on 11/6

S&P 500 constituent Broadcom (AVGO) is acquiring CA (CA) in a deal expected to close on or about that date pending final conditions

KEYS

Keysight Technologies

$58.27

1.135 (1.99%)

CA

Bought by AVGO

$44.45

(0.00%)

AVGO

Broadcom

$219.91

-0.79 (-0.36%)

  • 20

    Nov

  • 06

    Dec

KEYS Keysight Technologies
$58.27

1.135 (1.99%)

10/18/18
GSCO
10/18/18
UPGRADE
GSCO
Buy
Keysight Technologies upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Toshiya Hari upgraded Keysight Technologies to Buy while re-stacking his ratings in the Semiconductors space.
10/22/18
STFL
10/22/18
INITIATION
STFL
Buy
Keysight Technologies resumed with a Buy at Stifel
Stifel analyst John Marchetti resumed coverage of Keysight Technologies with a Buy rating and $73 price target, citing "company specific tailwinds around 5G, automotive and software combined with a generally constructive view of the core T&M market to drive revenue growth above the company's core target of 4%-5%," along with the company's flexible cost structure and strong operational controls.
10/18/18
GSCO
10/18/18
UPGRADE
Target $305
GSCO
Conviction Buy
Semi re-stack puts Nvidia on Goldman Conviction List with 25% upside
Goldman Sachs analyst Toshiya Hari this morning added Buy-rated Nvidia (NVDA) to his firm's Conviction List while lowering his price target for the shares to $305 from $324. The stock in morning trading is up 85c to $243.91. Following a "significant correction" in the stock's valuation, the analyst expects Nvidia's "idiosyncratic growth drivers," like its product cycle in Gaming and potential share gains in Data Center, to drive share outperformance. While lowering his January quarter earnings per share estimate to $1.90 from $2.28 to reflect potential volume and average selling price weakness in the Gaming business, Hari recommends investors to buy the stock at current levels with his long-term thesis intact. He sees potential upside of 25% for Nvidia shares. Positive earnings revisions post the Q3 earnings report should serve as a positive catalyst for the stock, contends the analyst. Putting Nvidia on his firm's Conviction List was part of Hari's rating re-stack in the Semiconductors sector. Also this morning, the analyst downgraded both Analog Devices (ADI) and Maxim Integrated Products (MXIM) to Sell from Neutral, downgraded Teradyne (TER) to Neutral from Buy, upgraded both Keysight Technologies (KEYS) and NXP Semiconductors (NXPI) to Buy from Neutral, and upgraded Texas Instruments (TXN) to Neutral from Sell. Hari also maintained a Conviction List Buy rating on Xilinx (XLNX) and a Sell rating on Intel (INTC).
10/18/18
GSCO
10/18/18
UPGRADE
Target $76
GSCO
Buy
Goldman says Keysight exposed to 'right' markets, upgrades to Buy from Neutral
Goldman Sachs analyst Toshiya Hari upgraded Keysight Technologies to Buy from Neutral and raised his price target for the shares to $76 from $66. The company's sizable exposure to two end-markets, Communications and Defense, makes it defensively positioned within the Semiconductor space, Hari tells investors in a research note on the sector where he made several changes to his ratings. The analyst, who sees improving growth in the Wireless Communications and Defense end markets, believes Keysight is exposed to the "right" markets. His new price target represents 20% share upside.
CA Bought by AVGO
$44.45

(0.00%)

09/07/18
BERN
09/07/18
NO CHANGE
Target $310
BERN
Outperform
Broadcom offers attractive risk-reward at current levels, says Bernstein
Bernstein analyst Stacy Rasgon reiterated an Outperform rating and $310 price target on Broadcom (AVGO) following the company's "strong" Q3 report and a similarly strong outlook for Q4. In a research note to investors, Rasgon says that while the recent volatility following the CA (CA) deal announcement was "painful," they may be on the mend as "there was a lot to like" on the company's conference call, including explaining the strategic rationale behind the deal. The stock remains "incredibly cheap," she adds, offering attractive risk-reward.
09/25/18
PIPR
09/25/18
NO CHANGE
Target $293
PIPR
Overweight
Broadcom screens cheap across several valuation metrics, says Piper Jaffray
Piper Jaffray analyst Harsh Kumar says he looked at Broadcom (AVGO) across several valuation metrics and the shares stood out as cheap in all earnings, free cash flow, and dividend valuation methods. The analyst believes the stand-alone company can raise its fiscal 2019 dividend to over $9.60. When including the impact of CA Technologies (CA), Kumar believes the dividend could be over $12.50 in fiscal 2020. Further, he believes Broadcom's fundamentals are healthy. The analyst reiterates an Overweight rating on the shares with a $293 price target.
09/17/18
PIPR
09/17/18
NO CHANGE
Target $90
PIPR
Overweight
CyberArk price target raised to $90 from $72 at Piper Jaffray
Piper Jaffray analyst Andrew Nowinski raised his price target for CyberArk (CYBR) to $90 and keeps an Overweight rating on the shares. Within the last two months, Beyond Trust, CA (Technologies (CA) and Centrify were all acquired, some of which are already creating near-term disruption, Nowinski tells investors in a research note. The analyst believes CyberArk is well positioned to capitalize on this disruption. He notes the takeovers have already led to some layoffs and will likely require extensive work to merge the code bases of the products with the parent company's broader portfolio.
09/07/18
CHLM
09/07/18
NO CHANGE
Target $300
CHLM
Buy
Broadcom price target cut to $300 from $330 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss reiterated a Buy rating on Broadcom (AVGO) following the company's quarterly results, telling investors in a research note that he likes the rationale behind the CA (CA) deal as the lines blur between hardware and software. While Stoss likes the risk-reward with Broadcom trading at ~10x his FY19 numbers, the analyst lowered his price target to $300 from $330 as he waits for the company to further execute on the CA deal.
AVGO Broadcom
$219.91

-0.79 (-0.36%)

10/08/18
JPMS
10/08/18
NO CHANGE
JPMS
Broadcom custom chip business with Google could hit $1B, says JPMorgan
JPMorgan analyst Harlan Sur says that while there's been a lot of focus around Broadcom's (AVGO) "strong" mobile position at Apple (AAPL), he wants to remind investors of a diversification driver for the company and the "large opportunities" for its datacenter segment, which he notes is growing at a double-digits year-over-year growth rate. The analyst also believes that Google (GOOG, GOOGL) has also engaged with Broadcom on a number of other custom application-specific integrated circuit chip programs. Broadcom's custom ASIC chip business with Google could go from $50M-$75M in 2017 to $800M- $1B over the next 12-18 months and be as big or bigger than Broadcom's custom ASIC chip business at Apple, Sur tells investors in a research note. The analyst thinks the engagement with Google should help Broadcom's datacenter sub-segment sustain double-digit year-over-year growth over the coming years.
10/04/18
KEYB
10/04/18
NO CHANGE
KEYB
Carrier survey indicates healthy start for Apple iPhone XS, says KeyBanc
KeyBanc analyst John Vinh says his initial round of carrier survey for the current Apple (AAPL) iPhone XS cycle indicates "solid" sell-through for the iPhone XS/Max as inventories are lean post launch. Demand for the iPhone XS Max has been the strongest, with the majority of stores being sold out, while inventories for the iPhone XS are very healthy, he adds. The analyst also notes that demand for the new models appear to be better compared to the iPhone 8/X launch last year, driven mainly by the adoption of a larger screen at iPhone XS Max. Additionally, Vinh is encouraged with the robust results despite limited promotional activity. His favorite Apple supply chain names are Broadcom (AVGO), Qorvo (QRVO), Skyworks (SWKS), and Synaptics (SYNA).
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).
10/26/18
BNCH
10/26/18
NO CHANGE
Target $100
BNCH
Buy
Mellanox a 'prized' target for 'host of buyers,' says Benchmark
After CNBC reported that Mellanox (MLNX) has hired an advisor to explore strategic alternatives, including a possible sale, Benchmark analyst Gary Mobley said it is difficult to verify the story but he believes the company would "represent a prized M&A target for a host of buyers," including potentially Nvidia (NVDA), Intel (INTC), Broadcom (AVGO), Marvell (MRVL) and "even" IBM (IBM). The analyst, who added that Mellanox's "initial apathy" toward prior M&A talks with Marvell was part of the reason Starboard got involved, keeps a Buy rating on Mellanox shares with a $100 price target.

TODAY'S FREE FLY STORIES

02:45
08/20/19
08/20
02:45
08/20/19
02:45
General news
FX Update: The Australian dollar has traded firmer »

FX Update: The Australian…

02:05
08/20/19
08/20
02:05
08/20/19
02:05
General news
Asian Market Wrap: »

Asian Market Wrap:…

NOVA

Sunnova Energy

$11.13

0.089 (0.81%)

21:22
08/19/19
08/19
21:22
08/19/19
21:22
Initiation
Sunnova Energy initiated at KeyBanc »

Sunnova Energy initiated…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Aug

SPY

SPDR S&P 500 ETF Trust

$292.31

3.52 (1.22%)

, SPX

S&P 500

$0.00

(0.00%)

20:54
08/19/19
08/19
20:54
08/19/19
20:54
Periodicals
Trump administration considering steps on economy if conditions worsen, NYT says »

White House officials…

SPY

SPDR S&P 500 ETF Trust

$292.31

3.52 (1.22%)

SPX

S&P 500

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

KSS

Kohl's

$48.20

2.69 (5.91%)

, TJX

TJX

$51.55

0.13 (0.25%)

20:25
08/19/19
08/19
20:25
08/19/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

KSS

Kohl's

$48.20

2.69 (5.91%)

TJX

TJX

$51.55

0.13 (0.25%)

MDT

Medtronic

$104.15

1.42 (1.38%)

HD

Home Depot

$207.98

4.335 (2.13%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Aug

  • 20

    Aug

  • 20

    Aug

  • 20

    Aug

  • 04

    Sep

  • 09

    Sep

BHP

BHP Group

$49.12

0.31 (0.64%)

19:32
08/19/19
08/19
19:32
08/19/19
19:32
Hot Stocks
BHP Group sees China and global economic growth slowing »

The company states:…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Aug

BHP

BHP Group

$49.12

0.31 (0.64%)

19:25
08/19/19
08/19
19:25
08/19/19
19:25
Earnings
BHP Group reports FY19 Net profit up 124% at $8.31B »

Reports FY19 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Aug

AAPL

Apple

$210.32

3.88 (1.88%)

19:09
08/19/19
08/19
19:09
08/19/19
19:09
Periodicals
Apple aims for November launch of Apple+, Bloomberg reports »

Apple is targeting a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

ACN

Accenture

$195.19

2.005 (1.04%)

19:04
08/19/19
08/19
19:04
08/19/19
19:04
Hot Stocks
Accenture acquires Parker Fitzgerald, terms not disclosed »

Accenture has acquired…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Sep

  • 27

    Oct

BIDU

Baidu

$104.28

7.63 (7.89%)

, NBRV

Nabriva Therapeutics

$2.21

-0.06 (-2.64%)

18:47
08/19/19
08/19
18:47
08/19/19
18:47
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: Baidu…

BIDU

Baidu

$104.28

7.63 (7.89%)

NBRV

Nabriva Therapeutics

$2.21

-0.06 (-2.64%)

MRNA

Moderna

$13.41

0.235 (1.78%)

VSLR

Vivint Solar

$8.30

0.3 (3.75%)

FN

Fabrinet

$56.40

0.77 (1.38%)

IQ

iQIYI

$18.10

1.02 (5.97%)

MRUS

Merus

$18.46

1.75 (10.47%)

SRPT

Sarepta

$120.16

-4.81 (-3.85%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Aug

  • 19

    Aug

  • 19

    Aug

  • 19

    Aug

  • 19

    Aug

  • 20

    Aug

  • 21

    Aug

  • 21

    Aug

  • 22

    Aug

  • 04

    Sep

  • 09

    Sep

  • 12

    Sep

ET

Energy Transfer LP

$13.77

0.3 (2.23%)

18:40
08/19/19
08/19
18:40
08/19/19
18:40
Periodicals
Energy Transfer LP performing maintenance on WTG pipeline, Reuters says »

A spokeswoman for Energy…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AAPL

Apple

$210.32

3.88 (1.88%)

, SNE

Sony

$55.71

-0.01 (-0.02%)

18:20
08/19/19
08/19
18:20
08/19/19
18:20
Periodicals
Apple allocates over $6B for original TV shows and movies, FT says »

Apple (AAPL) has budgeted…

AAPL

Apple

$210.32

3.88 (1.88%)

SNE

Sony

$55.71

-0.01 (-0.02%)

NFLX

Netflix

$309.40

6.66 (2.20%)

DIS

Disney

$135.33

0.14 (0.10%)

T

AT&T

$35.40

0.42 (1.20%)

CBS

CBS

$44.21

0.38 (0.87%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Aug

  • 05

    Sep

  • 23

    Sep

  • 23

    Oct

LGIH

LGI Homes

$78.56

3.36 (4.47%)

18:01
08/19/19
08/19
18:01
08/19/19
18:01
Hot Stocks
LGI Homes opens two new communities in greater Seattle market »

LGI Homes announced the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AMZN

Amazon.com

$1,816.29

24.47 (1.37%)

18:01
08/19/19
08/19
18:01
08/19/19
18:01
Hot Stocks
Amazon.com to expand in Utah with new new fulfillment center »

Amazon.com announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 27

    Oct

WMT

Walmart

$113.76

0.77 (0.68%)

18:00
08/19/19
08/19
18:00
08/19/19
18:00
Hot Stocks
Walmart to pay $100,000 to settle EEOC disability discrimination suit »

Wal-Mart Stores East, LP…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 15

    Sep

  • 25

    Sep

  • 13

    Nov

  • 14

    Nov

X

U.S. Steel

$12.42

1.13 (10.01%)

17:58
08/19/19
08/19
17:58
08/19/19
17:58
Periodicals
U.S. Steel to lay off hundreds of workers at Great Lakes plant, Reuters says »

U.S. Steel plans to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 23

    Sep

SRPT

Sarepta

$120.16

-4.81 (-3.85%)

17:53
08/19/19
08/19
17:53
08/19/19
17:53
Hot Stocks
Breaking Hot Stocks news story on Sarepta »

Sarepta falls over 4% or…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Aug

SRPT

Sarepta

$120.16

-4.81 (-3.85%)

17:52
08/19/19
08/19
17:52
08/19/19
17:52
Hot Stocks
FDA's CRL to Sarepta's golodirsen citing risk of infection, renal toxicity »

Sarepta Therapeutics…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Aug

BSX

Boston Scientific

$42.74

0.59 (1.40%)

17:41
08/19/19
08/19
17:41
08/19/19
17:41
Hot Stocks
Boston Scientific's ImageReady MRI labeling receives FDA approval »

Boston Scientific…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 04

    Sep

  • 09

    Sep

  • 13

    Nov

AMZN

Amazon.com

$1,816.29

24.47 (1.37%)

, GOOG

Alphabet

$1,198.01

21.07 (1.79%)

17:35
08/19/19
08/19
17:35
08/19/19
17:35
Periodicals
State AGs to proceed with antitrust investigation of big tech, WSJ reports »

A group of state…

AMZN

Amazon.com

$1,816.29

24.47 (1.37%)

GOOG

Alphabet

$1,198.01

21.07 (1.79%)

GOOGL

Alphabet Class A

$1,199.94

21.25 (1.80%)

FB

Facebook

$186.22

2.8 (1.53%)

MSFT

Microsoft

$138.43

2.3 (1.69%)

AAPL

Apple

$210.32

3.88 (1.88%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 04

    Sep

  • 10

    Sep

  • 15

    Sep

  • 24

    Sep

  • 27

    Oct

FB

Facebook

$186.22

2.8 (1.53%)

17:31
08/19/19
08/19
17:31
08/19/19
17:31
Periodicals
FTC head says breaking up Facebook could be complicated, FT reports »

Federal Trade Commission…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 15

    Sep

  • 24

    Sep

  • 27

    Oct

MPW

Medical Properties Trust

$18.28

0.13 (0.72%)

17:28
08/19/19
08/19
17:28
08/19/19
17:28
Hot Stocks
Medical Properties Trust COO sells 100K shares of common stock »

In a regulatory filing,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Sep

WMT

Walmart

$113.76

0.77 (0.68%)

17:17
08/19/19
08/19
17:17
08/19/19
17:17
Periodicals
Walmart's U.S. Chief Marketing Officer Barbara Messing is leaving, AdAge says »

Walmart U.S. Chief…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 15

    Sep

  • 25

    Sep

  • 13

    Nov

  • 14

    Nov

MAXR

Maxar Technologies

$6.49

0.185 (2.93%)

17:12
08/19/19
08/19
17:12
08/19/19
17:12
Hot Stocks
Maxar Technologies' MDA awarded Canadian Space Agency contract »

MDA, a Maxar company, has…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

RCI

Rogers Communications

$51.30

0.21 (0.41%)

17:06
08/19/19
08/19
17:06
08/19/19
17:06
Hot Stocks
Rogers 'disappointed' by CRTC decision on broadband wholesale rates »

Rogers Communications…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.