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TXN

Texas Instruments

$90.31

-4.21 (-4.45%)

15:55
12/19/18
12/19
15:55
12/19/18
15:55

Texas Instruments put volume heavy and directionally bearish

Bearish flow noted in Texas Instruments with 7,503 puts trading, or 1.7x expected. Most active are Jan-19 90 puts and Dec-18 90 puts, with total volume in those strikes near 3,700 contracts. The Put/Call Ratio is 3.64, while ATM IV is up over 2 points on the day. Earnings are expected on January 22nd.

TXN Texas Instruments
$90.31

-4.21 (-4.45%)

12/03/18
UBSW
12/03/18
NO CHANGE
UBSW
Meaningful reset in Street semiconductor growth expectations coming, says UBS
UBS analyst Timothy Arcuri believes Street growth expectations for semiconductors are too high and thinks there could be a meaningful reset in expectations coming over the next couple of months. He cites the October SIA data, which showed a decline of revenues on broad-based weakness across memory and analog MCU. Publicly traded companies in the semiconductors space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN).
11/07/18
BNCH
11/07/18
NO CHANGE
Target $45
BNCH
Buy
Diodes results, guidance 'much better' than feared, says Benchmark
Benchmark analyst Gary Mobley reiterated his Buy rating on Diodes (DIOD) shares after the company's Q3 results and Q4 guidance were both "much better" than feared at a time when peers such as Texas Instruments (TXN) are "struggling." He maintains a $45 price target on Diodes, stating that he believes the company can take market share in 2018.
11/05/18
SBSH
11/05/18
NO CHANGE
SBSH
Citi recommends buying Semis that have lowered guidance
Semiconductors are in the "bottom-forming" process as estimates are declining in line with previous corrections and most of the downside to estimates should be out by January barring a recession, Citi analyst Christopher Danely tells investors in a research note. The analyst recommends building positions in companies that have lowered guidance such as Buy-rated Texas Instruments (TXN), which is his top pick. He also has Buy ratings on Microchip (MCHP) and ON Semiconductor (ON). Danely's lone Sell rated name is AMD (AMD).
10/24/18
LOOP
10/24/18
NO CHANGE
Target $90
LOOP
Hold
Silicon Labs price target lowered to $90 from $110 at Loop Capital
Loop Capital analyst Cody Acree lowered his price target for Silicon Labs to $90 from $110, while reiterating a Hold rating on the shares. Given the company's size, at just under a $1B run-rate, the analyst believes Silicon Labs has many company specific drivers in IoT, Infrastructure and Automotive that should help insulate it to a degree from the broad macro semi demand slowdown being seen by Texas Instruments (TXN) and likely many other chip companies. However, Acree does not expect Silicon Labs' specific drivers to fully offset the macro caution in OEM build rates and the likelihood that OEMs and distributors will be working to maintain very lean inventories, particularly given that chip industry delivery lead times remain at low levels.

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MLND

Millendo Therapeutics

$7.12

0.04 (0.56%)

05:55
10/16/19
10/16
05:55
10/16/19
05:55
Conference/Events
Millendo Therapeutics management to meet with SVB Leerink »

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  • 16

    Oct

UCBJF

UCB

$0.00

(0.00%)

05:52
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IFNNY

Infineon

$0.00

(0.00%)

05:51
10/16/19
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05:51
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C

Citi

$71.25

0.97 (1.38%)

, TATYY

Tate & Lyle

$0.00

(0.00%)

05:49
10/16/19
10/16
05:49
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05:49
Hot Stocks
Citi appointed as successor depositary bank for Tate & Lyle ADR programme »

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C

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$71.25

0.97 (1.38%)

TATYY

Tate & Lyle

$0.00

(0.00%)

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  • 16

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    Jan

CBT

Cabot

$43.89

0.17 (0.39%)

05:48
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05:48
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  • 05

    Nov

AYI

Acuity Brands

$124.81

2.81 (2.30%)

05:47
10/16/19
10/16
05:47
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05:47
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NOW

ServiceNow

$274.60

5.45 (2.02%)

05:45
10/16/19
10/16
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05:45
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ServiceNow rating change  »

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  • 23

    Oct

  • 12

    Dec

ADBE

Adobe

$279.40

1.61 (0.58%)

05:44
10/16/19
10/16
05:44
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05:44
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Adobe rating change  »

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  • 23

    Oct

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  • 04

    Nov

FMC

FMC Corporation

$83.06

0.6 (0.73%)

05:32
10/16/19
10/16
05:32
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05:32
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  • 30

    Oct

SUBCY

Subsea 7

$0.00

(0.00%)

05:32
10/16/19
10/16
05:32
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05:32
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Subsea 7 rating change  »

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  • 07

    Nov

RBS

RBS

$5.82

0.38 (6.99%)

05:28
10/16/19
10/16
05:28
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05:28
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RBS rating change  »

RBS upgraded to Neutral…

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  • 16

    Oct

  • 24

    Oct

INOV

Inovalon

$15.04

0.2 (1.35%)

05:27
10/16/19
10/16
05:27
10/16/19
05:27
Initiation
Inovalon initiated  »

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UTX

United Technologies

$136.17

0.26 (0.19%)

05:26
10/16/19
10/16
05:26
10/16/19
05:26
Hot Stocks
Collins Aerospace, Lufthansa sign A380 main landing gear MRO agreement »

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  • 22

    Oct

HOLX

Hologic

$49.44

0.94 (1.94%)

05:25
10/16/19
10/16
05:25
10/16/19
05:25
Recommendations
Hologic analyst commentary  »

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  • 06

    Nov

GLPG

Galapagos

$162.62

6.33 (4.05%)

05:24
10/16/19
10/16
05:24
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05:24
Hot Stocks
Galapagos enters drug discovery research collaboration with HitGen »

HitGen announced that it…

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  • 25

    Oct

EPAY

Bottomline Technologies

$40.79

0.34 (0.84%)

05:21
10/16/19
10/16
05:21
10/16/19
05:21
Hot Stocks
Bottomline Technologies, Currencycloud partnership selected by Hargenant Group »

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  • 13

    Nov

  • 11

    Dec

CVLT

Commvault

$45.22

-0.24 (-0.53%)

05:20
10/16/19
10/16
05:20
10/16/19
05:20
Recommendations
Commvault analyst commentary  »

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  • 29

    Oct

  • 01

    Nov

AMZN

Amazon.com

$1,768.70

31.65 (1.82%)

05:19
10/16/19
10/16
05:19
10/16/19
05:19
Hot Stocks
AWS selected as preferred cloud provider by Old Mutual Limited »

Amazon Web Services, or…

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  • 24

    Oct

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    Nov

WATT

Energous

$3.29

0.09 (2.81%)

05:16
10/16/19
10/16
05:16
10/16/19
05:16
Hot Stocks
Energous enters partnership with ZPower »

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TECD

Tech Data

$111.41

1.86 (1.70%)

, APO

Apollo Global

$39.39

0.63 (1.63%)

05:15
10/16/19
10/16
05:15
10/16/19
05:15
Periodicals
Apollo offered to acquire Tech Data for $130 per share in cash, Reuters reports »

Apollo Global Management…

TECD

Tech Data

$111.41

1.86 (1.70%)

APO

Apollo Global

$39.39

0.63 (1.63%)

03/08/13
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  • 31

    Oct

  • 07

    Nov

MOSC

Mosaic Acquisition

$10.29

0.005 (0.05%)

05:09
10/16/19
10/16
05:09
10/16/19
05:09
Initiation
Mosaic Acquisition initiated  »

Mosaic Acquisition…

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ASMB

Assembly Biosciences

$9.30

0.3 (3.33%)

05:06
10/16/19
10/16
05:06
10/16/19
05:06
Initiation
Assembly Biosciences initiated  »

Mizuho starts Assembly…

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  • 29

    Oct

  • 30

    Oct

AVAV

AeroVironment

$57.14

0.02 (0.04%)

05:00
10/16/19
10/16
05:00
10/16/19
05:00
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PSTG

Pure Storage

$17.65

0.2 (1.15%)

04:57
10/16/19
10/16
04:57
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04:57
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Pure Storage rating change  »

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  • 12

    Dec

  • 17

    Dec

BOALY

Boral

$0.00

(0.00%)

04:56
10/16/19
10/16
04:56
10/16/19
04:56
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Boral rating change  »

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