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DLGNF

Dialog Semiconductor

$0.00

(0.00%)

, AAPL

Apple

$186.75

-5.48 (-2.85%)

13:13
11/14/18
11/14
13:13
11/14/18
13:13

Dialog sees no hit to demand for chips from customer Apple, Reuters says

Dialog Semiconductor (DLGNF) said demand is intact from customer Apple (AAPL), "after some suppliers issued profit warnings due to weakness in iPhone sales," says Reuters. "We are not so specific to the 3-D phone or camera, we are across all the products," CEO Jalal Bagherli told the Morgan Stanley TMT Conference in Barcelona. "For us, because of the broader base with this customer, it's less of an issue." Reference Link

DLGNF

Dialog Semiconductor

$0.00

(0.00%)

AAPL

Apple

$186.75

-5.48 (-2.85%)

  • 14

    Nov

DLGNF Dialog Semiconductor
$0.00

(0.00%)

11/02/18
FBCO
11/02/18
UPGRADE
FBCO
Outperform
Dialog Semiconductor upgraded to Outperform from Neutral at Credit Suisse
Credit Suisse analyst Achal Sultania upgraded Dialog Semiconductor (DLGNF) to Outperform from Neutral following the company's analyst day in London. In a research note to investors, the analyst says he believes the company is looking to manage the transition from having 75% exposure to Apple (AAPL) to 35%-40% exposure long term in a materially smoother manner than expected. The analyst raised his 2019/2020 sales by 17%/14, and and now believes that EBIT margin decline will be manageable falling from 19% in 2018E to 16% by 2020 vs. to 4%-5% before.
10/15/18
BOFA
10/15/18
UPGRADE
BOFA
Buy
Dialog Semiconductor upgraded to Buy from Underperform at BofA/Merrill
BofA/Merrill analyst Adithya Metu upgraded Dialog Semiconductor (DLGNF) to Buy from Underperform saying the Apple (AAPL) transaction increases visibility and reduces concentration risk.
08/01/18
08/01/18
UPGRADE
Target $51

Buy
Synaptics upgraded to Buy after deal talks end at Craig-Hallum
As previously reported, Craig-Hallum analyst Anthony Stoss upgraded Synaptics (SYNA) to Buy from Hold, with a $51 price target, after the company confirmed that it has terminated buyout discussions with Dialog Semiconductor (DLGNF). The analyst notes that he never believed the Dialog Semiconductor deal would happen, and thinks the risk reward tilts back in favor of owning shares.
06/21/18
06/21/18
DOWNGRADE
Target $51

Hold
Synaptics downgraded to Hold on buyout concerns at Craig-Hallum
As previously reported, Craig-Hallum analyst Anthony Stoss downgraded Synaptics (SYNA) to Hold from Buy, with an unchanged price target of $51, as he believes it is unlikely that the company would accept a buyout price that Dialog Semiconductor (DLGNF) could comfortably afford, and the stock could likely be under pressure if and when the potential deal falls through.
AAPL Apple
$186.75

-5.48 (-2.85%)

11/14/18
11/14/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Apple (AAPL) downgraded to Neutral from Buy at Guggenheim with analyst Robert Cihra saying the average selling price of the iPhone has increased a "dramatic" $220, or 40%, over the past 10 years, reflecting its "growing value to both consumer and business markets." 2. Kellogg (K) downgraded to Neutral from Overweight at JPMorgan with analyst Ken Goldman saying that while nothing at the company's investor day "necessarily disappointed" him, he also did not gain "much comfort that the bottom-line turnaround would be swift." 3. Apollo Global (APO) and Carlyle Group (CG) were downgraded to Equal Weight from Overweight at Morgan Stanley. 4. Conagra Brands (CAG) downgraded to Underperform from Market Perform at Bernstein with analyst Alexia Howard saying the frozen category has experienced positive growth over the past year, largely led by new product innovation from Conagra and Pinnacle Foods, but this now seems to be running out of steam. 5. Tenneco (TEN) downgraded to Underweight from Equal Weight at Morgan Stanley with analyst Armintas Sinkevicius citing its elevated leverage and limited free cash flow conversion in what he views as an increasingly uncertain environment for auto suppliers. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/14/18
LOOP
11/14/18
NO CHANGE
Target $85
LOOP
Buy
Qorvo price target lowered to $85 from $90 at Loop Capital
Loop Capital analyst Cody Acree lowered his price target on Qorvo (QRVO) to $85 after its reduced Q3 guidance, saying the "softer unit volumes" sold by Apple (AAPL) were "undoubtedly the primary unnamed specific cause". The analyst is keeping his Buy rating on the shares however, stating that the "tier-1 smartphone unit weakness is becoming a common theme" that is generating lesser impact with each news release as evidenced by Qorvo's shares trading flat yesterday. Acree adds that investors should start to "pick their spots for 2019" amid the smartphone industry's start of migration to 5G and believes that Qorvo is "well positioned to continue to gain share at the leading tier-1 handset OEMs".
11/14/18
DADA
11/14/18
NO CHANGE
Target $72
DADA
Neutral
Qorvo price target lowered to $72 from $81 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Qorvo (QRVO) to $72 and kept his Neutral rating after the company cut its Q3 earnings guidance to reflect the expectations of a weaker high-end smartphone demand. The analyst believes that the "softer than expected" launch of the new iPhones by Apple (AAPL) has " triggered a rapid change in order flow over the past couple of weeks" and anticipates similar announcements from other Apple suppliers to track reduced guidance by Qorvo and Lumentum (LITE).
11/14/18
ADAM
11/14/18
NO CHANGE
Target $83
ADAM
Buy
Qorvo price target lowered to $83 from $90 at Canaccord
Canaccord analyst T. Michael Walkley lowered his price target on Qorvo (QRVO) to $83 from $90 after the company lowered its guidance, as several Apple (AAPL) suppliers have done. He expects Qorvo to continue focusing on developing integrated solutions to drive dollar content growth faster than the slow growing smartphone market and anticipates improving growth trends as 5G ramps long-term. Walkley reiterated his Buy rating on Qorvo shares.

TODAY'S FREE FLY STORIES

JMIA

Jumia Technologies

$12.43

-2.26 (-15.38%)

13:47
08/21/19
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13:47
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AFL

Aflac

$49.66

-2.2 (-4.24%)

13:38
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13:38
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AMZN

Amazon.com

$1,823.96

21.88 (1.21%)

, WMT

Walmart

$112.15

0.03 (0.03%)

13:37
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13:37
Periodicals
Amazon opens 'largest campus yet' in south Indian city, Bloomberg says »

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AMZN

Amazon.com

$1,823.96

21.88 (1.21%)

WMT

Walmart

$112.15

0.03 (0.03%)

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CBL

CBL & Associates

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0.022 (2.62%)

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13:25
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Conference/Events
The Food & Drug Law Institute to hold a webinar »

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Conference/Events
FOMC releases minutes from July 30-31, 2019 Policy Meeting »

The Federal Open Market…

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

13:17
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Volume is average for…

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GOOG

Alphabet

$1,195.07

11.64 (0.98%)

, GOOGL

Alphabet Class A

$1,196.08

11.82 (1.00%)

13:16
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Hot Stocks
YouTube Premium users can now listen directly within Waze app »

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GOOG

Alphabet

$1,195.07

11.64 (0.98%)

GOOGL

Alphabet Class A

$1,196.08

11.82 (1.00%)

03/08/13
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$NYE

NYSE Market Internals

$0.00

(0.00%)

13:16
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Technical Analysis
NYSE market internals summary »

Volume is below average…

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BHC

Bausch Health

$22.31

1.05 (4.94%)

13:06
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13:06
Hot Stocks
Bausch Health trades up after VP Humphries buys over $650K in shares »

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  • 09

    Sep

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    Sep

FB

Facebook

$185.03

1.27 (0.69%)

, TWTR

Twitter

$42.65

0.355 (0.84%)

13:05
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On The Fly
#SocialStocks: New 'Off-Facebook Activity' tool, Argus upgrades Pinterest »

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FB

Facebook

$185.03

1.27 (0.69%)

TWTR

Twitter

$42.65

0.355 (0.84%)

PINS

Pinterest

$36.40

2.05 (5.97%)

03/08/13
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  • 21

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    Oct

ALXN

Alexion

$113.91

2.49 (2.23%)

13:05
08/21/19
08/21
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13:05
Options
Alexion call volume above normal and directionally bullish »

Bullish option flow…

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  • 09

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    Oct

VIOT

Viomi Technology

$9.00

-0.27 (-2.91%)

12:57
08/21/19
08/21
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12:57
Initiation
Viomi Technology initiated at Needham »

Viomi Technology assumed…

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  • 21

    Aug

MAS

Masco

$40.58

0.95 (2.40%)

, GWW

Grainger

$276.25

4.29 (1.58%)

12:57
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08/21
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12:57
Periodicals
Masco trades higher after Bloomberg report on bidders for cabinet-making unit »

Late in the trading…

MAS

Masco

$40.58

0.95 (2.40%)

GWW

Grainger

$276.25

4.29 (1.58%)

03/08/13
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  • 16

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PFPT

Proofpoint

$117.13

5.14 (4.59%)

12:55
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Conference/Events
Proofpoint participates in a conference call with Wedbush »

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    Dec

BLK

BlackRock

$420.88

2.92 (0.70%)

12:54
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Periodicals
BlackRock funds get approval to acquire stake in Cofense, WSJ reports »

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  • 27

    Oct

GS

Goldman Sachs

$200.90

0.98 (0.49%)

12:52
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Periodicals
Goldman Sachs studying sale of Safe-Guard Products unit, Reuters reports »

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  • 15

    Oct

JNJ

Johnson & Johnson

$131.60

1.03 (0.79%)

, LLY

Eli Lilly

$111.90

0.94 (0.85%)

12:26
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Periodicals
HHS appeals ruling over pharma prices in TV ads, STAT News reports »

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JNJ

Johnson & Johnson

$131.60

1.03 (0.79%)

LLY

Eli Lilly

$111.90

0.94 (0.85%)

MRK

Merck

$87.16

1.5 (1.75%)

PFE

Pfizer

$35.04

0.42 (1.21%)

SNY

Sanofi

$43.35

0.76 (1.78%)

AZN

AstraZeneca

$45.59

0.97 (2.17%)

GSK

GlaxoSmithKline

$40.85

0.59 (1.47%)

NVS

Novartis

$90.50

1.43 (1.61%)

RHHBY

Roche

$0.00

(0.00%)

BMY

Bristol-Myers

$47.65

0.02 (0.04%)

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  • 01

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  • 04

    Nov

NVRO

Nevro

$84.55

1.57 (1.89%)

12:25
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  • 21

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VG

Vonage

$13.53

0.185 (1.39%)

, FIVN

Five9

$64.11

1.63 (2.61%)

12:25
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Conference/Events
Stephens Cloud Infrastructure Analyst to hold Analyst/Industry conference call »

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VG

Vonage

$13.53

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FIVN

Five9

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TWLO

Twilio

$132.21

5.32 (4.19%)

WORK

Slack Technologies

$31.07

0.575 (1.89%)

AMZN

Amazon.com

$1,824.00

21.92 (1.22%)

MSFT

Microsoft

$138.82

1.57 (1.14%)

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  • 21

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  • 04

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AAPL

Apple

$213.25

2.9 (1.38%)

, FB

Facebook

$185.05

1.29 (0.70%)

12:21
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08/21
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12:21
Periodicals
Trump says relationship better with Apple CEO than other tech execs, CNBC says »

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AAPL

Apple

$213.25

2.9 (1.38%)

FB

Facebook

$185.05

1.29 (0.70%)

AMZN

Amazon.com

$1,824.53

22.45 (1.25%)

GOOGL

Alphabet Class A

$1,195.80

11.54 (0.97%)

GOOG

Alphabet

$1,195.03

11.6 (0.98%)

TWTR

Twitter

$42.78

0.485 (1.15%)

03/08/13
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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
08/21/19
08/21
12:17
08/21/19
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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IGLD

Internet Gold

$24.80

-0.75 (-2.94%)

12:16
08/21/19
08/21
12:16
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12:16
Hot Stocks
Internet Gold announces receipt of Nasdaq non-compliance notice »

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GE

General Electric

$8.32

-0.07 (-0.83%)

12:16
08/21/19
08/21
12:16
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12:16
Hot Stocks
NY AG files lawsuit against EPA over GE Hudson River PCB cleanup »

New York Attorney General…

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