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NVDA

Nvidia

$140.95

1.23 (0.88%)

11:00
01/09/19
01/09
11:00
01/09/19
11:00

Nvidia inventory comments 'most important take-away' from CES, says Benchmark

After meeting with Nvidia CFO Colette Kress while attending CES, Benchmark analyst Gary Mobley said his "most important take-away" was that she said the excess mid-range Pascal inventory highlighted on the Q3 earnings call is on target to be cleared by the end of the April quarter. Clearing of inventory, along with the RTX 2k GPUs, should set up Nvidia for a major Turing product cycle, said Mobley, who reiterates his Buy rating and $240 price target on the stock.

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NVDA Nvidia
$140.95

1.23 (0.88%)

12/19/18
SUSQ
12/19/18
NO CHANGE
SUSQ
Neutral
Susquehanna sees Mellanox as top Semiconductors M&A target for 2019
Susquehanna analyst Christopher Rolland said he likes secular themes for the semiconductor group in 2019. He prefers themes like A.I. as well as industry M&A targets. The analyst noted handset unit growth is slowing heading into 2019 and there are automotive headwinds, tariffs, and risks to PC shipments, which are causing a shift in interest. Rolland said he considers Mellanox (MLNX) his top takeout candidate in the space, also identifying Lattice Semiconductor (LSCC), Cypress Semiconductor (CY) and ON Semiconductor (ON) "attractive" targets.
12/27/18
RBCM
12/27/18
NO CHANGE
Target $200
RBCM
Outperform
Nvidia, AMD estimates lowered at RBC Capital on more cautious gaming view
RBC Capital analyst Mitch Steves lowered his price target on Nvidia (NVDA) to $200 from $230 and also lowered his FY19 revenue forecast on Advanced Micro Devices (AMD) to $7.29B from $7.41B. The analyst says the revisions reflect his observation of a reduction in average selling prices for GPUs of both companies in the secondary market, particularly for Nvidia's GTX 1070 gaming chip. Steves warns that the company may not be able to discern whether the lower prices come as a result of reduced demand in gaming or cryptocurrency related activity, but states that his expectations for Gaming sector are "conservative". The analyst also expects both Nvidia and AMD stocks to remain range bound until the air-pocket in gaming has passed over the near term. Longer term, Steves keeps his Outperform rating on Nvidia amid the sales mix shift toward Data Center revenues, which is seeing traction with the expected annualized growth. For AMD, the analyst also maintains an Outperform rating stating that its long-term investment story remains unchanged. In Q1, Steves sees AMD catalysts in the form a new server product with competitive performance and price relative to the current Intel (INTC) offerings.
01/08/19
FBCO
01/08/19
NO CHANGE
Target $225
FBCO
Outperform
Nvidia's inventory overhang persists, says Credit Suisse
Credit Suisse analyst John Pitzer says that despite the January 15 intro of Nvidia's RTX 2060, checks suggest excess graphics inventory will likely persist into April quarter. While checks suggest progress on high-end GTX, 1060 inventory remains elevated due to slower demand, and pricing, he contends. With the intro of RTX 2060 at a compelling ASP and performance, Pitzer would expect 1060 ASPs declines and inventory digestion to accelerate. The analyst views April quarter as the likely gaming trough quarter over quarter and year over year, with quarter over quarter growth resuming in July quarter and year over year growth in January quarter of 2020. He continues to see a favorable risk/reward and reiterates an Outperform rating and $225 price target on the shares.
01/09/19
OPCO
01/09/19
NO CHANGE
Target $250
OPCO
Outperform
Oppenheimer keeps $250 price target on Nvidia after CES meeting
After sitting down with management at the Consumer Electronics Show, Oppenheimer analyst Rick Schafer maintains an Outperform rating on Nvidia with a $250 price target. The tone of the meeting was confident as management recapped the company's keynote announcement of its new RTX 2060 card, Schafer tells investors in a research note. The analyst views the current crypto-related channel inventory issue as transitory and believes Nvidia's long-term structural growth drivers remain intact. He views the company as a secular growth and margin expansion story, which he says is "increasingly rare in the semiconductor group."

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DWDP

DowDuPont

$55.00

0.4 (0.73%)

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MGNX

MacroGenics

$21.98

-0.2 (-0.90%)

, XNCR

Xencor

$33.00

-3.18 (-8.79%)

10:09
02/20/19
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MacroGenics, Xencor analyst commentary  »

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MGNX

MacroGenics

$21.98

-0.2 (-0.90%)

XNCR

Xencor

$33.00

-3.18 (-8.79%)

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MBIO

Mustang Bio

$4.15

(0.00%)

, FBIO

Fortress Biotech

$2.15

-0.01 (-0.46%)

10:05
02/20/19
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10:05
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Mustang Bio, Fortress Biotech analyst commentary  »

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MBIO

Mustang Bio

$4.15

(0.00%)

FBIO

Fortress Biotech

$2.15

-0.01 (-0.46%)

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TRMB

Trimble

$39.47

0.1 (0.25%)

, DGII

Digi International

$13.40

0.04 (0.30%)

10:03
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02/20
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10:03
Hot Stocks
Trimble, Digi collaborate to provide fleets with cold chain compliance solution »

Trimble (TRMB) announced…

TRMB

Trimble

$39.47

0.1 (0.25%)

DGII

Digi International

$13.40

0.04 (0.30%)

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WWW

Wolverine World Wide

$35.90

-3.6 (-9.11%)

10:00
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02/20
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10:00
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Wolverine World Wide falls -9.1% »

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LC

LendingClub

$3.27

-0.355 (-9.81%)

10:00
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10:00
Hot Stocks
LendingClub falls -10.4% »

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OMI

Owens & Minor

$6.46

-1.48 (-18.64%)

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Owens & Minor falls -18.5% »

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NVTA

Invitae

$18.07

1.58 (9.58%)

10:00
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02/20
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10:00
Hot Stocks
Invitae rises 9.0% »

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BDC

Belden

$62.43

5.79 (10.22%)

10:00
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10:00
Hot Stocks
Belden rises 9.8% »

Belden is up 9.8%, or…

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F

Ford

$8.94

0.11 (1.25%)

10:00
02/20/19
02/20
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Options
Put buyers in Ford shortly after the opening bell Wednesday »

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DVN

Devon Energy

$32.15

3.84 (13.56%)

10:00
02/20/19
02/20
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Hot Stocks
Devon Energy rises 13.6% »

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TSLA

Tesla

$304.81

-0.75 (-0.25%)

09:58
02/20/19
02/20
09:58
02/20/19
09:58
On The Fly
Tesla drops as general counsel leaves after just two months »

Shares of Tesla (TSLA)…

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ET

Energy Transfer LP

$15.64

(0.00%)

09:55
02/20/19
02/20
09:55
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09:55
Options
Energy Transfer put volume heavy and directionally bearish »

Bearish flow noted in…

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GRMN

Garmin

$79.73

8.77 (12.36%)

, DVN

Devon Energy

$31.90

3.59 (12.68%)

09:55
02/20/19
02/20
09:55
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09:55
Options
Early notable gainers among liquid option names on February 20th »

Notable gainers among…

GRMN

Garmin

$79.73

8.77 (12.36%)

DVN

Devon Energy

$31.90

3.59 (12.68%)

CF

CF Industries

$43.09

1.07 (2.55%)

HST

Host Hotels

$18.93

0.41 (2.21%)

PCG

PG&E

$18.03

0.28 (1.58%)

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09:55
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Conference/Events
UBS technology analyst to hold an analyst/industry conference call »

Technology Analyst…

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Conference/Events
Wedbush digital media analyst to hold an analyst/industry conference call »

Digital Media Analyst…

FB

Facebook

$163.50

1.21 (0.75%)

, GOOG

Alphabet

$1,120.70

2.54 (0.23%)

09:54
02/20/19
02/20
09:54
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09:54
Periodicals
EU countries back copyright reforms targeting Facebook, Google, Reuters says »

A majority of EU…

FB

Facebook

$163.50

1.21 (0.75%)

GOOG

Alphabet

$1,120.70

2.54 (0.23%)

GOOGL

Alphabet Class A

$1,128.63

2.2 (0.20%)

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NAV

Navistar

$36.77

0.24 (0.66%)

, PCAR

Paccar

$68.19

-0.02 (-0.03%)

09:51
02/20/19
02/20
09:51
02/20/19
09:51
Recommendations
Navistar, Paccar, Volkswagen analyst commentary  »

Navistar checks…

NAV

Navistar

$36.77

0.24 (0.66%)

PCAR

Paccar

$68.19

-0.02 (-0.03%)

VLKAY

Volkswagen

$0.00

(0.00%)

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AJRD

Aerojet Rocketdyne

$36.00

-4.41 (-10.91%)

09:47
02/20/19
02/20
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09:47
Hot Stocks
Aerojet Rocketdyne falls -9.8% »

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LC

LendingClub

$3.22

-0.4 (-11.05%)

09:47
02/20/19
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09:47
Hot Stocks
LendingClub falls -11.1% »

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OMI

Owens & Minor

$6.38

-1.56 (-19.65%)

09:47
02/20/19
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Hot Stocks
Owens & Minor falls -19.8% »

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LZB

La-Z-Boy

$34.53

2.305 (7.15%)

09:47
02/20/19
02/20
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Hot Stocks
La-Z-Boy rises 7.1% »

La-Z-Boy is up 7.1%, or…

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NVTA

Invitae

$17.77

1.28 (7.76%)

09:47
02/20/19
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09:47
Hot Stocks
Invitae rises 9.3% »

Invitae is up 9.3%, or…

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DVN

Devon Energy

$31.20

2.89 (10.21%)

09:47
02/20/19
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09:47
Hot Stocks
Devon Energy rises 10.3% »

Devon Energy is up 10.3%,…

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09:46
02/20/19
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09:46
General news
Market little changed as Fed minutes loom »

Stock futures drifted…

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