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AAPL

Apple

$168.37

-6.37 (-3.65%)

, QCOM

Qualcomm

$56.00

-1.1 (-1.93%)

09:15
12/10/18
12/10
09:15
12/10/18
09:15

Apple tells CNBC all iPhone models remain available in China

Apple (AAPL) told CNBC 's David Faber in a statement, "Qualcomm's (QCOM) effort to ban our products is another desperate move by a company whose illegal practices are under investigation by regulators around the world. All iPhone models remain available for our customers in China. Qualcomm is asserting three patents they had never raised before, including one which has already been invalidated. We will pursue all our legal options through the courts." Reference Link

AAPL

Apple

$168.37

-6.37 (-3.65%)

QCOM

Qualcomm

$56.00

-1.1 (-1.93%)

AAPL Apple
$168.37

-6.37 (-3.65%)

12/10/18
KEYB
12/10/18
NO CHANGE
KEYB
Sector Weight
Apple XR softness suggests troubles in 'pricing land,' says KeyBanc
KeyBanc analyst Andy Hargreaves says supply and demand checks suggest soft iPhone XR demand and a much larger tendency to trade down to older models than he expected. This prompts a shift to his mix assumptions and, more importantly, suggests Apple is hitting the limits of pricing power for a large portion of its user base, he contends. The analyst believes that this is likely to present a challenge to growth over a multi-year time frame that prevents him from a more positive opinion of the shares. Hargreaves reiterates a Sector Weight rating on the shares.
12/10/18
KEYB
12/10/18
DOWNGRADE
KEYB
Sector Weight
Skyworks downgraded to Sector Weight at KeyBanc on weakening smartphone demand
As previously reported, KeyBanc analyst Weston Twigg downgraded Skyworks (SWKS) to Sector Weight from Overweight given further weakening Apple (AAPL) iPhone demand trends, weaker than expected China smartphone demand, indications Qualcomm (QCOM) is finally gaining market share on RF360 amid transition to 5G in 2H19, and modest share lost in China smartphones to Qorvo (QRVO) this year as a result of RF Fusion phase 6 and signs of supply constraints at Skyworks. While the analyst believes Skyworks remains well positioned for 5G longer term and sees modest downside risk with the stock trading near trough valuation, Twigg struggles to see positive catalysts given the disappointing iPhone cycle and weakening demand environment for China smartphones.
12/10/18
12/10/18
DOWNGRADE

Sector Weight
Qorvo downgraded to Sector Weight at KeyBanc after demand checks
As previously reported, KeyBanc analyst Weston Twigg downgraded Qorvo (QRVO) to Sector Weight from Overweight given further weakening Apple (AAPL) iPhone demand trends, weaker than expected China smartphone demand, and indications Qualcomm (QCOM) is finally gaining market share on RF360 amid transition to 5G in 2H19. While the analyst believes Qorvo remains well positioned for 5G longer term and sees modest downside risk with the stock trading near trough valuation, Twigg struggles to see positive catalysts given the disappointing iPhone cycle and weakening demand environment for China smartphones. Overall, his quarterly Asia supply chain findings and demand checks left him incrementally more cautious on the semiconductor space.
12/07/18
OTRG
12/07/18
NO CHANGE
OTRG
Phone buyer sources point to cuts in Apple iPhone XR orders, says OTR Global
OTR Global said its checks indicate that smartphone buyers and managers at network operators, retailers and distributors in China, Europe and India have mostly reduced their 1Q19 orders for Apple's iPhone XR as sell-through in Q4 has fallen below expectations. 13 of 15 Asian sources reported oversupply for iPhone XR and 4 of 7 Chinese sources noted reduced iPhone XR retail prices, OTR added.
QCOM Qualcomm
$56.00

-1.1 (-1.93%)

12/06/18
SUSQ
12/06/18
INITIATION
Target $90
SUSQ
Neutral
NXP Semiconductors initiated with a Neutral at Susquehanna
Susquehanna analyst Chris Roland initiated NXP Semiconductors (NXPI) with a Neutral rating and a price target of $90. The analyst expects the company to benefit from its "substantial auto exposure" but also warns that trade tensions, soft auto sales, and "contracting industry lead times" warrant a near-term pause. Roland adds that once the "Qualcomm (QCOM) hangover" subsides, NXP Semiconductors revenue will re-accelerate as the company refocuses on its core business. The analyst is further positive on the company's "diversification away from Apple (AAPL) and handsets, and focus on new growth opportunities including high-power RF's in 5G infrastructure".
12/03/18
MSCO
12/03/18
NO CHANGE
Target $100
MSCO
Equal Weight
Morgan Stanley says 'a lot has changed' since Qualcomm first bid to buy NXP
After the White House issued a statement that noted Chinese President Xi said he is open to approving Qualcomm's (QCOM) previous bid to buy NXP Semiconductors (NXPI) if it were presented to him again, Morgan Stanley analyst Craig Hettenbach noted that "a lot has changed" since Qualcomm's initial offer. The semiconductor industry was in the midst of an upcyle at that time, but it is now in the midst of a correction that will likely mean downward estimate revision risk in 2019, Hettenbach said. If NXP were presented with another offer, he thinks the board could be open to the idea, but would likely require greater certainty of approval before committing given that the drawn out approval process was a material overhang last time. Hettenbach maintains an Equal Weight rating on NXP shares with a $100 price target.

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PGNY

Progyny

$24.89

1.095 (4.60%)

06:23
11/19/19
11/19
06:23
11/19/19
06:23
Initiation
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CYDY

CytoDyn

$0.00

(0.00%)

06:22
11/19/19
11/19
06:22
11/19/19
06:22
Hot Stocks
CytoDyn: Leronlimab inhibits colon carcinoma metastases to liver, lung in study »

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SCU

Sculptor Capital

$17.08

-0.15 (-0.87%)

06:22
11/19/19
11/19
06:22
11/19/19
06:22
Recommendations
Sculptor Capital analyst commentary  »

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ET

Energy Transfer LP

$11.32

-0.3 (-2.58%)

06:19
11/19/19
11/19
06:19
11/19/19
06:19
Recommendations
Energy Transfer LP analyst commentary  »

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CABA

Cabaletta Bio

$13.84

0.24 (1.76%)

06:19
11/19/19
11/19
06:19
11/19/19
06:19
Initiation
Cabaletta Bio initiated  »

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LIN

Linde plc

$209.11

-0.57 (-0.27%)

06:18
11/19/19
11/19
06:18
11/19/19
06:18
Hot Stocks
Linde plc increases prices, equipment rentals in North America »

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AME

Ametek

$97.30

-0.86 (-0.88%)

06:17
11/19/19
11/19
06:17
11/19/19
06:17
Recommendations
Ametek analyst commentary  »

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AIT

Applied Industrial Technologies

$61.73

-0.36 (-0.58%)

06:16
11/19/19
11/19
06:16
11/19/19
06:16
Recommendations
Applied Industrial Technologies analyst commentary  »

Applied Industrial…

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DOOR

Masonite

$69.20

-0.05 (-0.07%)

, AWI

Armstrong World

$98.41

-0.83 (-0.84%)

06:14
11/19/19
11/19
06:14
11/19/19
06:14
Recommendations
Masonite, Armstrong World, TopBuild analyst commentary  »

Nomura Instinet raises…

DOOR

Masonite

$69.20

-0.05 (-0.07%)

AWI

Armstrong World

$98.41

-0.83 (-0.84%)

BLD

TopBuild

$108.71

1.45 (1.35%)

03/08/13
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PGNY

Progyny

$24.89

1.095 (4.60%)

06:14
11/19/19
11/19
06:14
11/19/19
06:14
Initiation
Progyny initiated  »

Progyny initiated with an…

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AIH

Aesthetic Medical

$7.06

0.08 (1.15%)

06:13
11/19/19
11/19
06:13
11/19/19
06:13
Initiation
Aesthetic Medical initiated  »

Aesthetic Medical…

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PSA

Public Storage

$213.46

0.32 (0.15%)

06:11
11/19/19
11/19
06:11
11/19/19
06:11
Downgrade
Public Storage rating change  »

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MSGN

MSG Networks

$18.50

0.405 (2.24%)

06:11
11/19/19
11/19
06:11
11/19/19
06:11
Downgrade
MSG Networks rating change  »

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  • 06

    Dec

BA

Boeing

$369.50

-2.05 (-0.55%)

06:10
11/19/19
11/19
06:10
11/19/19
06:10
Hot Stocks
Boeing says Ghana intends to relaunch airline with three 787-9 Dreamliners »

Boeing and the Republic…

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DUK

Duke Energy

$88.63

0.05 (0.06%)

06:09
11/19/19
11/19
06:09
11/19/19
06:09
Syndicate
Duke Energy 25M share Spot Secondary priced at $86.45 »

The deal range was…

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  • 19

    Nov

PFSI

PennyMac Financial

$32.07

0.17 (0.53%)

06:08
11/19/19
11/19
06:08
11/19/19
06:08
Recommendations
PennyMac Financial analyst commentary  »

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KLXE

KLX Energy

$7.36

-0.59 (-7.42%)

06:08
11/19/19
11/19
06:08
11/19/19
06:08
Hot Stocks
KLX Energy expects to report non-cash impairment charge of $45M-$60M »

Amin J. Khoury, CEO of…

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PGNY

Progyny

$24.89

1.095 (4.60%)

06:06
11/19/19
11/19
06:06
11/19/19
06:06
Initiation
Progyny initiated  »

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KLXE

KLX Energy

$7.36

-0.59 (-7.42%)

06:06
11/19/19
11/19
06:06
11/19/19
06:06
Hot Stocks
KLX Energy to reduce force by 17% and take a Q3 charge of $13M »

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KBR

KBR

$29.86

-0.205 (-0.68%)

06:06
11/19/19
11/19
06:06
11/19/19
06:06
Hot Stocks
KBR awarded $23.7M Navy contract modification for base operations support »

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  • 03

    Dec

WE

We Company

$0.00

(0.00%)

, SFTBF

SoftBank

$0.00

(0.00%)

06:06
11/19/19
11/19
06:06
11/19/19
06:06
Periodicals
SoftBank CEO says he wants WeWork to turn profit by 2021, Fast Company reports »

SoftBank (SFTBF) CEO…

WE

We Company

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

SFTBY

SoftBank

$0.00

(0.00%)

03/08/13
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HD

Home Depot

$238.98

1.64 (0.69%)

06:05
11/19/19
11/19
06:05
11/19/19
06:05
Hot Stocks
Breaking Hot Stocks news story on Home Depot »

Home Depot down 6.7%…

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  • 19

    Nov

  • 11

    Dec

FTNT

Fortinet

$103.80

2.31 (2.28%)

06:04
11/19/19
11/19
06:04
11/19/19
06:04
Recommendations
Fortinet analyst commentary  »

Fortinet analyst day…

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  • 19

    Nov

  • 05

    Dec

  • 06

    Dec

  • 09

    Dec

  • 12

    Dec

PSA

Public Storage

$213.46

0.32 (0.15%)

06:04
11/19/19
11/19
06:04
11/19/19
06:04
Downgrade
Public Storage rating change  »

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CABA

Cabaletta Bio

$13.84

0.24 (1.76%)

06:04
11/19/19
11/19
06:04
11/19/19
06:04
Initiation
Cabaletta Bio initiated  »

Cabaletta Bio initiated…

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