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AMD

AMD

$20.61

-0.14 (-0.67%)

, GOOG

Alphabet

$1,078.42

1.06 (0.10%)

13:10
01/09/19
01/09
13:10
01/09/19
13:10

AMD CEO says selected by Google as partner on Project Stream

AMD is presenting at the Consumer Electronics Show.

AMD

AMD

$20.61

-0.14 (-0.67%)

GOOG

Alphabet

$1,078.42

1.06 (0.10%)

GOOGL

Alphabet Class A

$1,086.82

0.93 (0.09%)

  • 25

    Feb

  • 03

    Mar

AMD AMD
$20.61

-0.14 (-0.67%)

12/20/18
BOFA
12/20/18
NO CHANGE
Target $27
BOFA
Buy
BofA/Merrill sees prolonged weakness in GPUs, lowers AMD price target to $27
BofA Merrill Lynch analyst Vivek Arya said his recent checks suggests there will be prolonged weakness in GPUs over the next few quarters and he trimmed his Q4 and 1H19 sales and EPS estimates for AMD in response. He expects a recovery starting in Q3 in graphics and more backend weighted growth from AMD's next-gen EPYC server chip, "Rome," Arya tells investors. The analyst, who lowered his 2018 EPS estimate by 2c to 44c, which is below the Street at 46c, and lowered his 2019 EPS by 8c to be in-line with consensus at 62c, cut his price target on AMD shares to $27 from $30. Arya keeps a Buy rating on AMD.
12/21/18
DAIW
12/21/18
INITIATION
Target $26
DAIW
Buy
AMD initiated with a Buy at Daiwa
Daiwa initiated AMD with a Buy and $26 price target.
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.
01/04/19
01/04/19
UPGRADE
Target $60

Buy
BofA/Merrill prefers cloud and 5G exposure in semis, upgrades Intel to Buy
As previously reported, BofA Merrill Lynch analyst Vivek Arya upgraded Intel (INTC) to Buy from Neutral, stating that the stock provides attractive exposure to growth trends in cloud computing, AI, advanced autos and 5G. He forecasts total semiconductor industry sales to decelerate to down 3% year-over-year in 2019 and still expects enterprise, data center and parts of networking infrastructure to perform better than cyclical sectors such as industrial, automotive and smartphones, Arya tells investors. Risks, such as AMD (AMD) share loss, 7nm product delays, and tougher PC/data center comps, do exist, but now appear to be reflected in Intel shares, the analyst added. He raised his price target on Intel shares to $60 from $52.
GOOG Alphabet
$1,078.42

1.06 (0.10%)

01/07/19
PIVT
01/07/19
UPGRADE
Target $1240
PIVT
Buy
Alphabet upgraded to Buy from Hold at Pivotal Research
Pivotal Research analyst Brian Wieser upgraded Alphabet (GOOGL) to Buy and raised his price target for the shares to $1,240 from $1,010. Google remains the dominant player in digital advertising, says the analyst, and he sees data suggest that "little is getting in the way of its position with either consumers or advertisers," Wieser tells investors in a research note. He adds that while Alphabet faces some of the same issues as Facebook (FB), the company is also better managed.
01/07/19
01/07/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. General Motors (GM) upgraded to Outperform from Market Perform at BMO Capital with analyst Richard Carlson citing a "brighter spotlight" being placed on the GM Cruise model in 2019 leading to more appropriate value being priced into the shares. 2. Alphabet (GOOG, GOOGL), Adobe (ADBE), and Salesforce (CRM) were upgraded to Buy from Hold at Pivotal Research. 3. Citi (C) upgraded to Outperform from Neutral at Macquarie with analyst David Konrad saying despite macro uncertainties, he sees Citi's stock as compelling due to his expectations for improving performance, continued operating leverage and credit risk concerns that he views as overdone. 4. Micron (MU) upgraded to Outperform from Market Perform at BMO Capital with analyst Ambrish Srivastava citing valuation. 5. Dillard's (DDS) upgraded to Neutral from Underweight at JPMorgan with analyst Matthew Boss saying he sees a more balanced risk/reward with the stock underperforming the over the past few years. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/08/19
BTIG
01/08/19
NO CHANGE
BTIG
Pixel 3 may be first smartphone with CBRS spectrum, says BTIG
Google's (GOOG, GOOGL) Pixel 3 could be the first smartphone enabled with Citizens Broadband Radio Service spectrum, BTIG analyst Walter Piecyk tells investors in a research note. Pixel 3 launched exclusively with Verizon (VZ) three months ago and at launch, it included Band 42, which includes a portion of the spectrum used for CBRS, says the analyst. Further, he points out that Google requested that the Federal Communications Commission allow it to activate CBRS/Band 48 in the Pixel 3 through a software upgrade. It is unclear if Apple (AAPL) could upgrade its iPhones to CBRS with a software upgrade, like Google, Piecyk contends.
01/09/19
JEFF
01/09/19
NO CHANGE
JEFF
Jefferies says be selective in Internet, cuts targets on Snap and Facebook
Jefferies analyst Brent Thill this morning cut his price targets on a handful of names in the Internet space. In a research note titled "2019 Playbook," the analyst also downgraded Booking Holdings (BKNG) and Redfin (RDFN) to Hold from Buy. Thill tells investors to selective in the space, and recommends buying Amazon.com (AMZN), Alphabet (GOOGL) and Intuit (INTU) in large cap, Match Group (MTCH), IAC (IAC) and GoDaddy (GDDY) in mid cap, and Wix.com (WIX) and Trade Desk (TTD) in small cap. He expects TripAdvisor (TRIP), Shutterstock (SSTK) and Shutterstock (EIGI) to underperform. Among his price target cuts were Buy-rated Expedia (EXPE) to $150, Buy-rated Facebook to $180, Hold-rated Snap (SNAP) to $7, Hold-rated Sonos (SONO) to $12, Hold-rated Twitter (TWTR) to $33 and Hold-rated Zillow Group (ZG) to $34.
GOOGL Alphabet Class A
$1,086.82

0.93 (0.09%)

01/09/19
BMOC
01/09/19
UPGRADE
Target $33
BMOC
Outperform
HCP upgraded to Outperform at BMO Capital on improved balance sheet
As reported earlier, BMO Capital analyst John Kim upgraded HCP (HCP) to Outperform from Market Perform and raised his price target to $33 from $30. The analyst cites the company's balance sheet improvement after its recent $1B Mountain View asset sale to Google (GOOGL) and the resulting repositioning of its asset base to a "healthy mix of senior housing, life sciences, and Medical Office."

TODAY'S FREE FLY STORIES

HASI

Hannon Armstrong

$23.67

0.16 (0.68%)

16:37
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Hannon Armstrong announces changes on leadership team »

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SEM

Select Medical

$15.49

-0.11 (-0.71%)

16:37
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Earnings
Select Medical backs FY19 EPS view 97c-$1.13, consensus $1.10 »

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  • 22

    Feb

BOOM

DMC Global

$35.37

0.04 (0.11%)

16:37
02/21/19
02/21
16:37
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Earnings
Breaking Earnings news story on DMC Global »

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  • 21

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BIDU

Baidu

$171.72

0.64 (0.37%)

16:36
02/21/19
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Baidu reports Baidu App DAUs reach 161M in December, up 24% y/y »

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  • 21

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CPB

Campbell Soup

$35.44

0.26 (0.74%)

16:36
02/21/19
02/21
16:36
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16:36
Hot Stocks
Campell Soup to sell Campbell Fresh Plant to JGC affiliate »

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  • 27

    Feb

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    May

MGM

MGM Resorts

$28.34

-0.48 (-1.67%)

16:36
02/21/19
02/21
16:36
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16:36
Hot Stocks
MGM reaffirms previously announced 2020 free cash flow targets »

MGM Resorts reaffirmed…

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  • 27

    Feb

CASA

Casa Systems

$11.96

-0.02 (-0.17%)

16:36
02/21/19
02/21
16:36
02/21/19
16:36
Earnings
Casa Systems reports Q4 EPS 20c, consensus 14c »

Reports Q4 revenue…

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  • 21

    Feb

  • 13

    Mar

BOOM

DMC Global

$35.37

0.04 (0.11%)

16:36
02/21/19
02/21
16:36
02/21/19
16:36
Earnings
DMC Global reports Q4 EPS 46c, consensus 36c »

Reports Q4 revenue…

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  • 21

    Feb

  • 28

    Mar

WRB

W. R. Berkley

$82.37

-0.16 (-0.19%)

16:36
02/21/19
02/21
16:36
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16:36
Hot Stocks
W. R. Berkley announces 3-for-2 stock split »

W. R. Berkley announced…

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16:35
02/21/19
02/21
16:35
02/21/19
16:35
General news
Fed Balance Sheet Level data reported »

Week of 2/20 Fed Balance…

16:35
02/21/19
02/21
16:35
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16:35
General news
Money Supply M2 Weekly Change data reported »

Week of 2/11 Money Supply…

16:35
02/21/19
02/21
16:35
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16:35
General news
Quarterly Services Report (Advance) Information Revenue data reported »

Quarterly Services Report…

16:35
02/21/19
02/21
16:35
02/21/19
16:35
General news
Quarterly Services Report (Advance) Information Revenue data reported »

Quarterly Services Report…

MGM

MGM Resorts

$28.34

-0.48 (-1.67%)

16:35
02/21/19
02/21
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16:35
Hot Stocks
MGM announces resignation of CFO Dan D'Arrigo, appoints Corey Sanders to role »

MGM Resorts announced…

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  • 27

    Feb

SUNS

Solar Senior Capital

$16.81

0.05 (0.30%)

16:35
02/21/19
02/21
16:35
02/21/19
16:35
Earnings
Solar Senior Capital reports Q4 NII 35c, consensus 35c »

At December 31, 2018, net…

03/08/13
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  • 22

    Feb

OPNT

Opiant Pharmaceuticals

$14.65

-0.25 (-1.68%)

16:35
02/21/19
02/21
16:35
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16:35
Hot Stocks
Breaking Hot Stocks news story on Opiant Pharmaceuticals »

Opiant Pharmaceuticals…

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HASI

Hannon Armstrong

$23.67

0.16 (0.68%)

16:34
02/21/19
02/21
16:34
02/21/19
16:34
Hot Stocks
Hannon Armstrong confirms 2018-2020 guidance »

The Company is confirming…

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  • 21

    Feb

BIDU

Baidu

$171.72

0.64 (0.37%)

16:34
02/21/19
02/21
16:34
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Hot Stocks
Baidu CEO says 'we are excited to enter the new year on strong footing' »

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  • 21

    Feb

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    Mar

TGH

Textainer

$13.05

-0.06 (-0.46%)

16:34
02/21/19
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16:34
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Earnings
Textainer reports Q4 EPS 21c, consensus 35c »

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  • 21

    Feb

  • 21

    Feb

SEM

Select Medical

$15.49

-0.11 (-0.71%)

16:34
02/21/19
02/21
16:34
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Earnings
Select Medical reports Q4 adj. EPS 20c, consensus 21c »

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  • 22

    Feb

HASI

Hannon Armstrong

$23.67

0.16 (0.68%)

16:34
02/21/19
02/21
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Earnings
Hannon Armstrong reports Q4 core EPS 37c, consensus 31c »

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  • 21

    Feb

AAOI

Applied Optoelectronics

$14.62

(0.00%)

16:34
02/21/19
02/21
16:34
02/21/19
16:34
Earnings
Applied Optoelectronics sees Q1 EPS (18c)-(29c), consensus (7c) »

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  • 21

    Feb

  • 26

    Feb

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    Feb

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    Feb

STMP

Stamps.com

$198.08

-4.03 (-1.99%)

16:33
02/21/19
02/21
16:33
02/21/19
16:33
Earnings
Stamps.com sees FY19 EPS $5.15-$6.15, may not compare to consensus $10.79 »

Sees FY19 adjusted EBITDA…

03/08/13
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  • 21

    Feb

  • 21

    Feb

CWST

Casella Waste

$33.55

-1.47 (-4.20%)

16:32
02/21/19
02/21
16:32
02/21/19
16:32
Earnings
Casella Waste sees FY19 revenue $710M-$725M, consensus $718.62M »

Sees FY19 net income…

03/08/13
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  • 22

    Feb

  • 03

    Mar

  • 26

    Mar

AAOI

Applied Optoelectronics

$14.62

(0.00%)

16:32
02/21/19
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16:32
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Earnings
Applied Optoelectronics reports Q4 EPS (2c), consensus (4c) »

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