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NVDA

Nvidia

$201.85

4.63 (2.35%)

, AMAT

Applied Materials

$34.94

1.35 (4.02%)

13:41
11/15/18
11/15
13:41
11/15/18
13:41

Notable companies reporting after market close

Notable companies reporting after the market close, with earnings consensus, include Nvidia (NVDA), consensus $1.71... Applied Materials (AMAT), consensus 97c... Nordstrom (JWN), consensus 66c... Post (POST), consensus $1.18... Williams-Sonoma (WSM), consensus 94c.

NVDA

Nvidia

$201.85

4.63 (2.35%)

AMAT

Applied Materials

$34.94

1.35 (4.02%)

POST

Post Holdings

$91.15

-0.43 (-0.47%)

WSM

Williams-Sonoma

$60.67

-1.09 (-1.76%)

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    Dec

NVDA Nvidia
$201.85

4.63 (2.35%)

11/13/18
11/13/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Veritone (VERI) upgraded to Neutral from Sell at B. Riley FBR with analyst Sameet Sinha citing the company's better than expected Q3 results and increased business visibility for the upgrade to Neutral. 2. Nvidia (NVDA) upgraded to Positive from Neutral at Susquehanna while Xilinx (XLNX) was upgraded to Positive from Neutral. 3. Koppers Holdings (KOP) upgraded to Buy from Neutral at Monness Crespi. 4. Southwestern Energy (SWN) upgraded to Neutral from Underperform at BofA/Merrill with analyst Doug Leggate saying U.S. natural gas prices have lifted by 50c in the past 3 weeks and $1 since September as cold weather forecasts have been updated. 5. SailPoint (SAIL) upgraded to Buy from Neutral at Goldman Sachs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/13/18
SUSQ
11/13/18
UPGRADE
Target $95
SUSQ
Positive
Xilinx upgraded to Positive with $95 price target at Susquehanna
As reported previously, Susquehanna analyst Christopher Rolland upgraded Xilinx (XLNX) to Positive from Neutral. The analyst likes the company's A.I. inference opportunity and its strong showing with Alveo. He said the early read on Alveo pricing puts it in the ballpark with Nvidia's (NVDA) T4. He is also encouraged that Microsoft (MSFT) may begin to dual source DC FPGAs, which was an opportunity that he thought had previously been locked up by Altera. Rolland raised his price target to $95 from $82 on Xilinx shares.
11/13/18
SUSQ
11/13/18
UPGRADE
Target $230
SUSQ
Positive
Nvidia upgraded to Positive following pullback at Susquehanna
As reported previously, Susquehanna analyst Christopher Rolland upgraded Nvidia to Positive from Neutral. The analyst previewed its earnings and believes the odds of a guidance miss are high. However, he believes the recent pullback may limit the downside scenario. He likes the potential of the company's 7nm GPU product and the growing A.I. inference opportunity. Rolland maintains his $230 price target on Nvidia shares.
11/13/18
SUSQ
11/13/18
UPGRADE
SUSQ
Positive
Nvidia upgraded to Positive from Neutral at Susquehanna
AMAT Applied Materials
$34.94

1.35 (4.02%)

10/29/18
RILY
10/29/18
DOWNGRADE
RILY
Neutral
B. Riley FBR downgrades three to Neutral on memory spending concerns
B. Riley FBR analyst Craig Ellis downgraded to Neutral from Buy shares of Axcelis Technologies (ACLS), Applied Materials (AMAT) and Lam Research (LRCX). The analyst recommends trimming Semiconductor exposure on increased fears over memory spending. The analyst sees rising concerns that a chip inventory correction is underway, plus he has "some new NAND spending risks." Further, "ample demand crosscurrents and elevated supply chain inventory" could be further exacerbated if U.S. and China trade friction rises, Ellis tells investors in a research note.
10/29/18
RILY
10/29/18
DOWNGRADE
Target $36
RILY
Neutral
Applied Materials downgraded to Neutral from Buy at B. Riley FBR
B. Riley FBR analyst Craig Ellis downgraded Applied Materials to Neutral and lowered his price target for the shares to $36 from $63.
10/23/18
SUSQ
10/23/18
DOWNGRADE
SUSQ
Neutral
Susquehanna downgrades Semi Capital Equipment stocks on lower spending
Susquehanna analyst Mehdi Hosseini downgraded Applied Materials (AMAT), ASML (ASML) and Lam Research (LRCX) to Neutral from Positive after channel checks suggested a more challenging Enterprise/Cloud demand environment. The analyst cut his price target for Applied Materials to $38 from $60, for ASML to $200 from $240 and for Lam to $165 from $225. The analyst says that despite an average stock decline of 30% since the peak of 2018, he now believes there is further downside risk. While Lam and ASML already called for a bottoming in quarterly revenue and shipments following the September quarter reports, there is further downside risk as memory budgets are continuing to be revised lower, particularly given that Cloud/Enterprise spending is expected to be lower than prior expectations, Hosseini tells investors in a research note, citing his channel work. These stocks may off a better risk/reward profile in early 2019 when we have improved visibility on equipment shipment plans for the second half of the year, contends the analyst.
11/14/18
STFL
11/14/18
NO CHANGE
Target $63
STFL
Buy
Applied Materials price target lowered to $63 ahead of earnings at Stifel
Stifel analyst Patrick Ho lowered his price target on Applied Materials to $63 from $70 ahead of the company's earnings report this Thursday after making modest revisions to his FY19 and calendar 2019 estimates. He now believes his prior estimates for WFE growth were too high and his current WFE outlook is flat to up 4% for 2019, which he notes is "much more in line." Ho added that he still expects Applied to outperform overall WFE trends and he is not expecting "many major surprises" in terms of its Q4 report. Ho maintains a Buy rating on Applied Materials shares.
POST Post Holdings
$91.15

-0.43 (-0.47%)

10/05/18
STFL
10/05/18
NO CHANGE
Target $115
STFL
Buy
Post Holdings price target raised to $115 after management meetings at Stifel
Stifel analyst Christopher Growe raised his price target on Post Holdings to $115 from $97 after traveling with the company's management team, telling investors that he believes the transaction to create a holding company for its private brands business in conjunction with Thomas H. Lee Partners is a harbinger of Post's ability to create value through divesting assets. The analyst, who thinks that the company could continue to pursue more transactions like this to unlock value in other areas of its portfolio, keeps a Buy rating on Post shares.
08/14/18
LEHM
08/14/18
INITIATION
Target $105
LEHM
Overweight
Post Holdings reinstated with an Overweight at Barclays
Barclays analyst Andrew Lazar reinstated coverage of Post Holdings with an Overweight rating and $105 price target. The analyst sees further share upside despite the 7.5% rally since the company's Q3 results on August 2 given its discount to peers, 5% free cash flow yield and "solid" EBITDA performance. Further, he believes Post's Private Brands transaction could "create additional creative actions to unlock value."
08/16/18
08/16/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Post Holdings (POST) initiated with an Overweight at Piper Jaffray. 2. Stryker (SYK) initiated with a Buy at BTIG. 3. Aveo Pharmaceuticals (AVEO) initiated with a Buy at H.C. Wainwright. 4. Uxin (UXIN) initiated with a Buy at Goldman Sachs. 5. AcelRx (ACRX) initiated with a Buy at Ladenburg. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
08/16/18
PIPR
08/16/18
INITIATION
Target $115
PIPR
Overweight
Post Holdings initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Michael Lavery initiated Post Holdings with an Overweight rating and $115 price target, telling investors in a research note that he expects continued strong top-line growth, both organic and from acquisitions. Lavery says he considers Post's portfolio "attractive," as cereal is a reliable cash generator, Active Nutrition is on-trend with consumers, and its refrigerated and foodservice business aligns well with consumer shifts to perimeter store and away-from-home food. Additionally, Lavery expects "steady" cash flow generation to continue, fueling debt pay-down, M&A, or opportunistic share repurchases.
WSM Williams-Sonoma
$60.67

-1.09 (-1.76%)

08/29/18
LOOP
08/29/18
NO CHANGE
Target $175
LOOP
Buy
RH Q2 may outperform after strong Williams-Sonoma results, says Loop Capital
Loop Capital analyst Anthony Chukumba kept his Buy rating and $175 price target on RH (RH) ahead of its Q2 earnings next week, saying the better than expected results in the quarter from Williams-Sonoma (WSM) is a positive harbinger for the company. The analyst expects investors to focus on RH's "comparable brand revenue growth, Q3 guidance, recent senior executive departures, and early results from the recently opened next-generation design galleries".
08/23/18
FBCO
08/23/18
NO CHANGE
Target $55
FBCO
Underperform
Williams-Sonoma price target raised to $55 from $48 at Credit Suisse
Credit Suisse analyst Seth Sigman raised his price target for Williams-Sonoma to $55 from $48 saying headline adjusted results were better, with a 9c EPS beat, healthy comps, and higher gross margin, which he expects to send the stock up initially. However, the analyst notes that retail comps included a 40 bps benefit from accelerated revenue recognition, and profitability does not appear to be as strong on an apples-to-apples basis. He reiterates an Underperform rating on the shares.
08/23/18
RBCM
08/23/18
NO CHANGE
Target $67
RBCM
Sector Perform
Williams-Sonoma price target raised to $67 from $61 at RBC Capital
RBC Capital analyst Scot Ciccarelli raised his price target on Williams-Sonoma to $67 after its "solid" Q2 marked a beat for the second consecutive quarter. The analyst notes that the gross margins were particularly encouraging, but he remains concerned about its longer-term margin structure. Ciccarelli also keeps his Sector Perform rating on Williams-Sonoma in spite of its modest valuation, stating that margins will remain under pressure because of the competition around pricing and free shipping.
08/27/18
ARGS
08/27/18
NO CHANGE
Target $80
ARGS
Buy
Williams-Sonoma price target raised to $80 from $67 at Argus
Argus analyst Chris Graja raised his price target on Williams-Sonoma to $80 and kept his Buy rating after its Q2 earnings beat. The analyst notes that the company's West Elm segment continued to make "a strong connection with millennial-generation shoppers", growing sales 9.5% after a 10.1% growth in last year's Q2 while also making inroads in its social media presence. Graja is also positive on Williams-Sonoma's valuation, saying the 14-times forward EBIT multiple for the next 12 months - which would still be below the peers' 14.6-times in the home products retail business - would value the shares around $82 in one year. The analyst is still concerned over the near term headwinds on the stock from any potential impact of U.S.-China trade tariffs.

TODAY'S FREE FLY STORIES

NGD

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$113.43

-0.86 (-0.75%)

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Bitcoin

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BITCOIN

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OKE

Oneok

$69.13

-0.59 (-0.85%)

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DTIL

Precision BioSciences

$12.15

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APC

Anadarko

$64.18

0.16 (0.25%)

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Chevron

$119.87

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06:20
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$64.18

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$119.87

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RTRX

Retrophin

$20.07

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MU

Micron

$43.42

0.26 (0.60%)

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DTIL

Precision BioSciences

$12.15

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WTRE

Watford Holdings

$28.24

0.5 (1.80%)

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RCII

Rent-A-Center

$21.35

0.07 (0.33%)

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ENGIY

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CAL

Caleres

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Dover

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Teva

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RCI

Rogers Communications

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TEVA

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CAL

Caleres

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TBK

Triumph Bancorp

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OKE

Oneok

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MANH

Manhattan Associates

$57.31

0.18 (0.32%)

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NSANY

Nissan

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