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SMCI

Super Micro Computer

$0.00

(0.00%)

, INTC

Intel

$47.66

0.57 (1.21%)

12:09
11/05/18
11/05
12:09
11/05/18
12:09

Super Micro boosts Entry Up server line 'enabling a rich set of new workloads'

Super Micro Computer (SMCI) is releasing a broad portfolio of new UP servers optimized for the new Intel (INTC) Xeon E-2100 processors launching for servers today. The new systems empower customers to do more with their entry-class servers. These new Supermicro servers boost performance up to 30-50% compared to the previous generation as they deliver value to software-defined storage, small business server, and Internet of Things applications in the public sector, medical, industrial production and cloud environments. Enhancements compared to the previous generation include improved energy efficiency, faster I/O bandwidth, increased security and reliability, 50% more processor cores and increased performance-per-watt."These new solutions further extend our industry-leading portfolio of UP servers and provide more enterprise-class features compared to the previous generation, which enables customers to do more without paying more," said Charles Liang, president and CEO of Supermicro. "In addition to the immediate performance boost, these new entry-class Supermicro server solutions deliver increased I/O throughput and increased density per watt with up to six Xeon processor cores in 95 watts. For those seeking increased density per rack unit, our MicroBlade supports up to 28 server nodes in 6U."

SMCI

Super Micro Computer

$0.00

(0.00%)

INTC

Intel

$47.66

0.57 (1.21%)

  • 12

    Nov

  • 26

    Nov

SMCI Super Micro Computer
$0.00

(0.00%)

10/05/18
MAXM
10/05/18
DOWNGRADE
MAXM
Hold
Super Micro Computer downgraded to Hold from Buy at Maxim
10/05/18
MAXM
10/05/18
DOWNGRADE
MAXM
Hold
Super Micro Computer downgraded to Hold at Maxim
As reported earlier, Maxim analyst Nehal Chokshi downgraded Super Micro Computer to Hold. The analyst states that while the Bloomberg Businessweek article alleging the company's "servers sold to customers contained malicious microchips" were strongly refuted, the detail, the reputable nature of the source, and the number of cross reference checks lend to its credibility. Chokshi further notes that the company's ongoing delay in releasing its 2017 10K filing adds to his concerns, stating that he no longer sees reward relative to risk as asymmetric.
10/05/18
10/05/18
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. HP CUT TO NEUTRAL AT JPMORGAN: JPMorgan analyst Paul Coster downgraded HP Inc. (HPQ) to Neutral from Overweight while raising his price target for the shares to $29 from $28. Despite the company's "excellent execution," the shares have limited catalysts ahead, Coster told investors in a research note following the company's analyst day. The analyst recommended investors take profits with the stock up 24% year-to-date. HP shares were lower by 1.9% to $25.91 in late morning trading. ELI LILLY UPGRADED TO OUTPERFORM AT BMO: BMO Capital analyst Alex Arfaei upgraded Eli Lilly (LLY) to Outperform from Market Perform and raised his price target on the shares to $130 from $107. The analyst cited the prospects of LY3298176, a GIP and GLP-1 dual receptor agonist presented at EASD 54th Annual Meeting, which he believes "meaningfully improves" the company's long-term growth prospects. Arfaei sees "continued strong growth of the GLP-1 class" and anticipates an annualized revenue growth of about 15% through 2027, adding that he is also positive on Eli Lilly's margins and its other indications in fields such as obesity. Eli Lilly shares were higher by 1.8% to $115.01 in late morning trading. PEPSI CUT TO NEUTRAL AT MACQUARIE: Macquarie analyst Caroline Levy downgraded Pepsi (PEP) to Neutral from Outperform and cut its price target to $107 from $122 following the company's Q3 report. Levy noted that Pepsi reported solid Q3 organic sales growth of 5%, but EBIT margins fell do to increased brand spending, higher input costs abroad due to FX hikes, and higher freight. The analyst said she expects these pressures to remain a drag on margins and cut estimates to reflect dilution from the Sodastream acquisition, tougher comps, and lack of tax reform benefits. Further, Levy expects organic sales growth will require more investment while costs continue to climb. ROKU STARTED WITH A NEUTRAL AT WEDBUSH: Wedbush analyst Michael Pachter initiated Roku (ROKU) with a Neutral rating and $73 price target. While Roku has built an "exceptional" platform on the back of its players and is positioning itself as the best-in-class option for OTT advertising, Roku's growth is fully priced into its share price, Pachter told investors in a research note. The analyst believes that any pullback may provide an opportunity to build a position. SUPER MICRO COMPUTER CUT TO HOLD AT MAXIM: Maxim analyst Nehal Chokshi downgraded Super Micro Computer (SMCI) to Hold from Buy. The analyst stated that while the Bloomberg Businessweek article alleging the company's "servers sold to customers contained malicious microchips" were strongly refuted, the detail, the reputable nature of the source, and the number of cross reference checks lend to its credibility. Chokshi further noted that the company's ongoing delay in releasing its 2017 10K filing adds to his concerns, stating that he no longer sees reward relative to risk as asymmetric. Super Micro Computer shares were higher by 3.1% to $12.99 in late morning trading.
10/11/18
PIPR
10/11/18
NO CHANGE
Target $66
PIPR
Overweight
Piper calls Nutanix top pick after management addressed stock concerns
Piper Jaffray analyst Andrew Nowinski says Nutanix (NTNX) is his top pick with an Overweight rating and $66 price target after hosting an investor call with management. Management addressed all of the primary concerns that have been pressuring the stock since the last earnings call on August 30, Nowinski tells investors in a research note. Management said they investigated the potential breach of components from Super Micro Computer (SMCI) months ago and found no evidence of tampering. Further, more than half of all applications running on Nutanix are classified as business-critical or tier one applications, suggesting Nutanix is now able to address the same, broad storage market demands as the all-flash vendors, the analyst adds. He continues to believe Nutanix is well positioned to generate 40%-plus revenue growth over the next few years.
INTC Intel
$47.66

0.57 (1.21%)

10/26/18
LOOP
10/26/18
NO CHANGE
Target $80
LOOP
Western Digital price target cut to $80 from $145 at Loop Capital
Loop Capital analyst Ananda Baruah lowered his price target on Western Digital (WDC) to $80 after its Q1 earnings and revenue miss, saying the company is being impacted by "accelerated NAND average selling price declines, softening of Public Cloud Hyperscale demand, softer demand into China from macro issues, and Intel (INTC) chipset shortages". The analyst keeps his Buy rating in spite of the "kitchen sink thrown at Western Digital" given its efforts to reduce costs and support its gross margins but concedes that the outlook through the company's June 2019 quarter has "weakened considerably".
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.
10/26/18
ROTH
10/26/18
NO CHANGE
Target $60
ROTH
Buy
Intel price target cut to $60 from $65 at Roth Capital
Roth Capital analyst Suji Desilva maintained a Buy rating on Intel following the company's ahead of consensus Q3 report, telling investors in a research note that Intel is benefiting near-term from a richer mix driving above trend margins. He expects continued growth from data-centric business driving continued operating leverage and EPS gains. Desilva lowered his price target to $60 from $65 to reflect broader semiconductor stock weakness.
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.

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TCRR

TCR2 Therapeutics

$16.50

-2.2 (-11.76%)

14:40
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04/24
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14:40
Conference/Events
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NAII

Natural Alternatives International

$12.52

(0.00%)

14:37
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14:37
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Natural Alternatives says beta-alanine for food receives approval in Japan »

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FB

Facebook

$182.74

-1.03 (-0.56%)

14:35
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WB

Weibo

$69.90

-2.095 (-2.91%)

14:35
04/24/19
04/24
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Options
Weibo put volume heavy and directionally bearish »

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CAT

Caterpillar

$138.52

-3.56 (-2.51%)

14:33
04/24/19
04/24
14:33
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14:33
Recommendations
Caterpillar analyst commentary at JPMorgan »

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14:25
04/24/19
04/24
14:25
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14:25
Conference/Events
SunTrust gov't affairs analysts to hold an analyst/industry conference call »

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AMTD

TD Ameritrade

$51.98

-2.3 (-4.24%)

14:23
04/24/19
04/24
14:23
04/24/19
14:23
Recommendations
TD Ameritrade analyst commentary at Deutsche Bank »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
04/24/19
04/24
14:17
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14:17
Technical Analysis
NASDAQ market internals summary »

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AEGN

Aegion

$19.89

0.44 (2.26%)

14:16
04/24/19
04/24
14:16
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14:16
Hot Stocks
Aegion names Stephanie Cuskley chair of the board of directors »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
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14:16
Technical Analysis
NYSE market internals summary »

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NWL

Newell Brands

$14.06

-0.105 (-0.74%)

14:15
04/24/19
04/24
14:15
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14:15
Options
Newell Brands put volume heavy and directionally bearish »

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  • 03

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BA

Boeing

$375.35

1.31 (0.35%)

14:15
04/24/19
04/24
14:15
04/24/19
14:15
Periodicals
Garuda to swap 737 MAX orders to other Boeing aircraft, NAR reports »

Gardua Indonesia intends…

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AMZN

Amazon.com

$1,909.19

-14.89 (-0.77%)

14:13
04/24/19
04/24
14:13
04/24/19
14:13
Periodicals
Amazon testing program to combat patent infringement, The Information says »

Amazon is testing a new…

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NWBI

Northwest Bancshares

$17.43

0.05 (0.29%)

14:07
04/24/19
04/24
14:07
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14:07
Hot Stocks
Northwest Bancshares director Robert Campana sells almost $200K in shares »

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UMC

UMC

$2.00

0.075 (3.90%)

14:03
04/24/19
04/24
14:03
04/24/19
14:03
Upgrade
UMC rating change at HSBC »

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  • 24

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JNPR

Juniper

$28.67

0.3 (1.06%)

14:00
04/24/19
04/24
14:00
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14:00
Options
Active trading in Juniper weeklies ahead of earnings »

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14:00
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General news
Treasury Action: yields remain at or near the lows of the session »

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SLAB

Silicon Labs

$107.42

13.79 (14.73%)

13:50
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13:50
Recommendations
Silicon Labs analyst commentary at Roth Capital »

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  • 24

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APC

Anadarko

$71.63

7.51 (11.71%)

, OXY

Occidental Petroleum

$61.03

-1.32 (-2.12%)

13:48
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13:48
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Anadarko confirms receipt of unsolicited proposal from Occidental »

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APC

Anadarko

$71.63

7.51 (11.71%)

OXY

Occidental Petroleum

$61.03

-1.32 (-2.12%)

CVX

Chevron

$118.75

-3.25 (-2.66%)

03/08/13
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NYCB

New York Community Bancorp

$11.34

0.02 (0.18%)

13:40
04/24/19
04/24
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13:40
Options
Aggressive call buying in New York Community Bancorp »

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GOOG

Alphabet

$1,259.78

-4.71 (-0.37%)

, GOOGL

Alphabet Class A

$1,266.06

-4.54 (-0.36%)

13:35
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Google says Google Fit now available on iOS »

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GOOG

Alphabet

$1,259.78

-4.71 (-0.37%)

GOOGL

Alphabet Class A

$1,266.06

-4.54 (-0.36%)

AAPL

Apple

$207.60

0.1 (0.05%)

03/08/13
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RIO

Rio Tinto

$59.23

-1.38 (-2.28%)

13:35
04/24/19
04/24
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13:35
Options
Rio Tinto put volume heavy and directionally bearish »

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M

Macy's

$24.54

-0.11 (-0.45%)

13:33
04/24/19
04/24
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13:33
Periodicals
Breaking Periodicals news story on Macy's »

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  • 17

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MDSO

Medidata

$89.36

1.74 (1.99%)

, DASTY

Dassault Systemes

$0.00

(0.00%)

13:30
04/24/19
04/24
13:30
04/24/19
13:30
Hot Stocks
Medidata gets second downgrade this week amid reported interest from Dassault »

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MDSO

Medidata

$89.36

1.74 (1.99%)

DASTY

Dassault Systemes

$0.00

(0.00%)

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  • 24

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CMCSA

Comcast

$41.79

-0.19 (-0.45%)

, CMCSK

Comcast

$0.00

(0.00%)

13:28
04/24/19
04/24
13:28
04/24/19
13:28
Earnings
Notable companies reporting before tomorrow's open »

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CMCSA

Comcast

$41.79

-0.19 (-0.45%)

CMCSK

Comcast

$0.00

(0.00%)

MMM

3M

$218.64

-0.88 (-0.40%)

ABBV

AbbVie

$78.87

0.22 (0.28%)

MO

Altria Group

$54.57

-0.27 (-0.49%)

UPS

UPS

$113.98

0.38 (0.33%)

BMY

Bristol-Myers

$44.80

-0.52 (-1.15%)

RTN

Raytheon

$185.70

-1.82 (-0.97%)

ITW

Illinois Tool Works

$157.27

-0.65 (-0.41%)

BAX

Baxter

$76.61

0.28 (0.37%)

VLO

Valero

$88.33

-1.95 (-2.16%)

LUV

Southwest

$52.44

-0.37 (-0.70%)

HSY

Hershey

$117.01

0.16 (0.14%)

ROK

Rockwell Automation

$189.18

-0.195 (-0.10%)

HES

Hess Corp.

$66.72

-0.74 (-1.10%)

FCX

Freeport McMoRan

$13.43

-0.025 (-0.19%)

IP

International Paper

$44.45

-0.22 (-0.49%)

DHI

D.R. Horton

$46.43

0.035 (0.08%)

TSCO

Tractor Supply

$103.94

0.73 (0.71%)

MAS

Masco

$39.87

-0.13 (-0.33%)

IVZ

Invesco

$21.54

-0.08 (-0.37%)

CLF

Cleveland-Cliffs

$9.52

0.025 (0.26%)

03/08/13
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