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SGH

Smart Global

$31.89

0.2 (0.63%)

08:11
01/09/19
01/09
08:11
01/09/19
08:11

Smart Global price target lowered to $50 from $62 at Stifel

Stifel analyst Kevin Cassidy attributed Smart Global's weaker than expected February quarter guidance to the Brazilian government's decision not to increase its mobile phone local content manufacturing rules by 10% in 2019 and he cut his revenue and gross margin estimates based on lower Brazilian mobile phone unit shipments and lower factory utilization. Cassidy, who expects that the Brazilian government will enact increasing the local content rule in 2020, keeps a Buy rating on Smart Global but cut his price target on the stock to $50 from $62.

  • 09

    Jan

  • 15

    Jan

SGH Smart Global
$31.89

0.2 (0.63%)

01/09/19
NEED
01/09/19
DOWNGRADE
NEED
Hold
Smart Global downgraded to Hold from Strong Buy at Needham
11/14/18
STFL
11/14/18
NO CHANGE
STFL
Stifel sees upside to Smart Global numbers after management meeting
In a research note from Tuesday night, Stifel analyst Kevin Cassidy wrote a note titled "Diamond in the Rough" which discussed his hosting investor meetings with Smart Global Holdings management in order to understand the company's newly acquired Penguin Computing -- now SCS -- business. Cassidy concluded from the meetings that "Smart Global's operational expertise can grow SCS's customer base, revenue, margins and free cash flow while maintaining SCS's leading edge technology." The analyst sees SCS's FY19 revenue at $198M with expanded capacity to support $400M-$500M in annual revenue, and he believes there is upside to those estimates. Cassidy maintains a Buy rating and $62 price target on Smart Global shares, and calls the company the firm's highest conviction Buy rated name.
10/25/18
STFL
10/25/18
NO CHANGE
STFL
Hynix outlook should ease fears of extended memory downturn, says Stifel
SK Hynix in last night's Q3 earnings report saw a sequential increase in gross margin with slightly higher DRAM average selling prices quarter-over-quarter while NAND Flash selling prices s declined at roughly the same rate as in Q2, Stifel analyst Kevin Cassidy tells investors in a research note. Importantly, Hynix expects the current pricing pressure to have a short duration with customers decreasing NAND flash inventories by the end of 2018 and data center DRAM demand re-accelerating in mid-2019, says Cassidy. He believes the company's outlook and the "rational response" to the pricing environment should alleviate some market concerns about an extended downturn in the memory cycle. This benefits suppliers such as Micron Technology (MU), Smart Global Holdings (SGH) and Western Digital (WDC), Cassidy tells investors. Shares of Micron in early trading are up 49c to $35.92.
10/05/18
STFL
10/05/18
NO CHANGE
Target $62
STFL
Buy
Smart Global guidance 'may confound short sellers,' says Stifel
Stifel analyst Kevin Cassidy said Smart Global "delivered a solid beat" in Q4 and that its diversification strategy is showing its merits as demand for Specialty Memory and newly acquired Specialty Compute & Storage products came in better than expected. The analyst, who believes that guidance for sequential growth in all product lines "may confound short sellers," keeps a Buy rating on Smart Global shares and raised his price target on the stock to $62 from $61.

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ROKU

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SM

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