Breaking News Instant updates and real-time market news.

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.

TODAY'S FREE FLY STORIES

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
02/22/19
02/22
14:17
02/22/19
14:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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

$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
02/22/19
02/22
14:16
02/22/19
14:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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

MUFG

Mitsubishi UFJ

$5.27

-0.02 (-0.38%)

14:15
02/22/19
02/22
14:15
02/22/19
14:15
Hot Stocks
OCC issues cease and desist order against MUFG Bank over BSA violation »

The Office of 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

  • 04

    Mar

XOG

Extraction Oil & Gas

$4.64

0.83 (21.78%)

14:13
02/22/19
02/22
14:13
02/22/19
14:13
Recommendations
Extraction Oil & Gas analyst commentary  »

Extraction Oil & Gas…

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

FXI

iShares China Large-Cap ETF

$44.14

0.73 (1.68%)

14:10
02/22/19
02/22
14:10
02/22/19
14:10
Options
Size option spreads in iShares China Fund as the trade-hope rally continues »

Size option spreads in…

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

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$278.82

1.39 (0.50%)

14:09
02/22/19
02/22
14:09
02/22/19
14:09
Periodicals
China, U.S. remain far apart on intellectual property transfer, CNBC reports »

China has committed to…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.82

1.39 (0.50%)

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

CTRN

Citi Trends

$20.69

0.28 (1.37%)

14:06
02/22/19
02/22
14:06
02/22/19
14:06
Initiation
Citi Trends initiated  »

Citi Trends 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

  • 15

    Mar

  • 15

    Mar

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$278.82

1.39 (0.50%)

14:04
02/22/19
02/22
14:04
02/22/19
14:04
Periodicals
Breaking Periodicals news story on S&P 500, SPDR S&P 500 ETF Trust »

China agrees to buy $1.2…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.82

1.39 (0.50%)

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

CNK

Cinemark

$38.52

1.58 (4.28%)

14:04
02/22/19
02/22
14:04
02/22/19
14:04
Recommendations
Cinemark analyst commentary  »

Cinemark Q4 results…

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

  • 22

    Feb

  • 22

    Feb

  • 25

    Feb

  • 11

    Mar

  • 02

    Apr

  • 02

    Apr

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$278.82

1.39 (0.50%)

14:04
02/22/19
02/22
14:04
02/22/19
14:04
Periodicals
Breaking Periodicals news story on S&P 500, SPDR S&P 500 ETF Trust »

U.S., China remain far…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.82

1.39 (0.50%)

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

QCOM

Qualcomm

$52.93

0.58 (1.11%)

14:00
02/22/19
02/22
14:00
02/22/19
14:00
Options
Qualcomm calls lead puts 4:1 »

Qualcomm calls lead puts…

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

  • 25

    Feb

  • 12

    Mar

NVS

Novartis

$90.83

0.32 (0.35%)

, BIIB

Biogen

$324.70

3.71 (1.16%)

13:58
02/22/19
02/22
13:58
02/22/19
13:58
Periodicals
Novartis SMA therapy Zolgensma cost effective at up to $900,000, Reuters reports »

Zolgensma, an…

NVS

Novartis

$90.83

0.32 (0.35%)

BIIB

Biogen

$324.70

3.71 (1.16%)

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

  • 22

    Feb

  • 25

    Feb

  • 28

    Feb

  • 11

    Mar

  • 12

    Mar

  • 19

    Mar

  • 28

    May

BRQS

Borqs Technologies

$4.00

(0.00%)

13:48
02/22/19
02/22
13:48
02/22/19
13:48
Hot Stocks
Breaking Hot Stocks news story on Borqs Technologies »

Borqs Technologies Inc…

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

BRQS

Borqs Technologies

$4.00

(0.00%)

13:43
02/22/19
02/22
13:43
02/22/19
13:43
Hot Stocks
Breaking Hot Stocks news story on Borqs Technologies »

Borqs Technologies Inc…

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

SPY

SPDR S&P 500 ETF Trust

$278.85

1.42 (0.51%)

, XLF

Financial Select Sector

$26.44

-0.07 (-0.26%)

13:41
02/22/19
02/22
13:41
02/22/19
13:41
Technical Analysis
On The Fly: ETF fund flow highlights »

For the week, ETF fund…

SPY

SPDR S&P 500 ETF Trust

$278.85

1.42 (0.51%)

XLF

Financial Select Sector

$26.44

-0.07 (-0.26%)

XLB

S&P Select Materials SPDR

$55.79

0.25 (0.45%)

BSV

Vanguard Short-Term Bond Index Fund

$78.99

0.11 (0.14%)

BIV

Vanguard Intermediate-Term Bond ETF

$82.51

0.285 (0.35%)

BLV

Vanguard Long-Term Bond ETF

$89.00

0.685 (0.78%)

IEF

iShares 7-10 Year Treasury Bond ETF

$104.65

0.35 (0.34%)

QQQ

Invesco QQQ Trust

$172.67

1.06 (0.62%)

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

FB

Facebook

$162.16

2.09 (1.31%)

13:40
02/22/19
02/22
13:40
02/22/19
13:40
Periodicals
NY Governor asks for probe of Facebook use of personal info, Bloomberg says »

New York Governor Andrew…

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

  • 25

    Feb

  • 03

    Mar

WEX

Wex

$176.23

5.88 (3.45%)

13:33
02/22/19
02/22
13:33
02/22/19
13:33
Earnings
Wex sees 2019 adjusted EPS $8.80-$9.20, consensus $8.94 »

Sees 2019 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

  • 25

    Feb

WEX

Wex

$176.23

5.88 (3.45%)

13:32
02/22/19
02/22
13:32
02/22/19
13:32
Earnings
Wex reported preliminary 2018 adjusted EPS $8.18, consensus $8.18 »

Reported preliminary 2018…

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

  • 25

    Feb

WEX

Wex

$176.24

5.89 (3.46%)

13:29
02/22/19
02/22
13:29
02/22/19
13:29
Hot Stocks
Wex delays earnings on up to $70M Brazilian subsidiary discrepancy »

Wex announced earlier…

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

  • 25

    Feb

WEX

Wex

$176.53

6.18 (3.63%)

13:26
02/22/19
02/22
13:26
02/22/19
13:26
Periodicals
Wex CEO tells Bloomberg business 'incredibly healthy' despite Brazil issue »

WEX's overall…

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

  • 25

    Feb

XRX

Xerox

13:20
02/22/19
02/22
13:20
02/22/19
13:20
Downgrade
Xerox rating change  »

Xerox downgraded to Hold…

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

UAL

United Continental

$89.55

0.75 (0.84%)

13:20
02/22/19
02/22
13:20
02/22/19
13:20
Downgrade
United Continental rating change  »

United Continental…

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

    Mar

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$278.89

1.46 (0.53%)

13:20
02/22/19
02/22
13:20
02/22/19
13:20
Periodicals
U.S, China disusing late March summit between Xi and Trump, CNBC reports »

U.S. and China are…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.89

1.46 (0.53%)

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

SKX

Skechers

$33.90

0.29 (0.86%)

13:20
02/22/19
02/22
13:20
02/22/19
13:20
Downgrade
Skechers rating change  »

Skechers downgraded 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

  • 06

    Mar

DXCM

DexCom

$139.14

-7.14 (-4.88%)

13:17
02/22/19
02/22
13:17
02/22/19
13:17
Hot Stocks
DexCom receives Health Canada approval for G6 CGM System »

Dexcom announced that 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

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.