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AMD

AMD

$20.37

-0.38 (-1.83%)

, NVDA

Nvidia

$142.50

2.78 (1.99%)

15:36
01/09/19
01/09
15:36
01/09/19
15:36

Nvidia CEO says rival AMD's graphics chip ' underwhelming,' Venture Beat says

Soon after the Advanced Micro Devices (AMD) CEO Lisa Su gave a keynote speech at CES earlier today, Nvidia (NVDA) CEO Jensen Huang said that "the performance of AMD's Ryzen VII was weak compared to the performance of Nvidia's GeForce RTX 2060, unveiled on Sunday night," says Venture Beat. "It was kind of underwhelming," he said in the press Q&A. Reference Link

AMD

AMD

$20.37

-0.38 (-1.83%)

NVDA

Nvidia

$142.50

2.78 (1.99%)

  • 09

    Jan

  • 09

    Jan

  • 25

    Feb

AMD AMD
$20.37

-0.38 (-1.83%)

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.
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.
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.
12/20/18
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.
NVDA Nvidia
$142.50

2.78 (1.99%)

01/09/19
BNCH
01/09/19
NO CHANGE
Target $240
BNCH
Buy
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.
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."
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.

TODAY'S FREE FLY STORIES

KPTI

Karyopharm

$8.97

0.01 (0.11%)

11:50
02/22/19
02/22
11:50
02/22/19
11:50
Recommendations
Karyopharm analyst commentary  »

H.C. Wainwright sees…

03/08/13
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JEC

Jacobs Engineering

$74.22

0.45 (0.61%)

11:48
02/22/19
02/22
11:48
02/22/19
11:48
Conference/Events
Jacobs Engineering management to meet with KeyBanc »

Meeting to be held in San…

03/08/13
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TCDA

Tricida

$23.11

0.84 (3.77%)

11:46
02/22/19
02/22
11:46
02/22/19
11:46
Initiation
Tricida initiated  »

Tricida initiated with a…

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UPS

UPS

$109.87

-1.89 (-1.69%)

11:45
02/22/19
02/22
11:45
02/22/19
11:45
Options
UPS call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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  • 03

    Mar

11:45
02/22/19
02/22
11:45
02/22/19
11:45
General news
More from Williams: the Phillips Curve needs to be taken seriously »

More from Williams: the…

OCUL

Ocular Therapeutix

$4.22

0.61 (16.90%)

11:37
02/22/19
02/22
11:37
02/22/19
11:37
Hot Stocks
Ocular Therapeutix higher after pricing $37.5M in convertible notes »

Shares of Ocular…

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11:35
02/22/19
02/22
11:35
02/22/19
11:35
General news
The Fed's Monetary Policy Report »

The Fed's Monetary…

AXNX

Axonics

$21.65

-0.85 (-3.78%)

11:33
02/22/19
02/22
11:33
02/22/19
11:33
Hot Stocks
Axonics granted expanded CE mark label approval for Axonics r-SNM System »

Axonics Modulation…

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EA

Electronic Arts

$95.01

-1.825 (-1.88%)

11:30
02/22/19
02/22
11:30
02/22/19
11:30
Options
Buyer pays $3.3M for EA upside calls as shares drop 2% »

Buyer pays $3.3M for EA…

03/08/13
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  • 25

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VLKAY

Volkswagen

$0.00

(0.00%)

11:27
02/22/19
02/22
11:27
02/22/19
11:27
Periodicals
VW CEO says he hopes company did enough 'to avoid import taxes', CNBC reports »

Volkswagen CEO Herbert…

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AMRN

Amarin

$19.10

1.68 (9.64%)

11:25
02/22/19
02/22
11:25
02/22/19
11:25
Options
Amarin call volume above normal and directionally bullish »

Bullish option flow…

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  • 27

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    Feb

MDT

Medtronic

$93.25

0.65 (0.70%)

11:25
02/22/19
02/22
11:25
02/22/19
11:25
Conference/Events
Medtronic participates in a conference call with JPMorgan »

Healthcare Analyst Marcus…

03/08/13
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  • 22

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

11:17
02/22/19
02/22
11:17
02/22/19
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

11:16
02/22/19
02/22
11:16
02/22/19
11:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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11:15
02/22/19
02/22
11:15
02/22/19
11:15
General news
Fed's Daly said the Fed should aim to hit the 2% inflation target on average »

Fed's Daly said the…

TOT

Total

$56.80

0.74 (1.32%)

11:11
02/22/19
02/22
11:11
02/22/19
11:11
Periodicals
Total cancels sale of Dutch North Sea gas fields, Bloomberg reports »

Total has called off a…

03/08/13
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03/06/13
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03/06/13
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CZR

Caesars

$9.01

-0.41 (-4.35%)

11:10
02/22/19
02/22
11:10
02/22/19
11:10
Options
Post-earnings put roll in Caesars adjusts yesterday's big spread »

Post-earnings put roll in…

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TSLA

Tesla

$294.87

3.69 (1.27%)

, MS

Morgan Stanley

$41.91

-0.05 (-0.12%)

11:07
02/22/19
02/22
11:07
02/22/19
11:07
Periodicals
Tesla CEO looks to Morgan Stanley for five major mortgages, Bloomberg reports »

Tesla (TSLA) CEO Elon…

TSLA

Tesla

$294.87

3.69 (1.27%)

MS

Morgan Stanley

$41.91

-0.05 (-0.12%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 22

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BDRBF

Bombardier

$0.00

(0.00%)

11:05
02/22/19
02/22
11:05
02/22/19
11:05
Hot Stocks
Bombardier to invest $22M in two aerospace research projects in Quebec »

Bombardier announced that…

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ZG

Zillow

$40.94

5.87 (16.74%)

, Z

Zillow

$41.12

6.09 (17.39%)

11:03
02/22/19
02/22
11:03
02/22/19
11:03
Hot Stocks
Zillow adds to gain as Citron sets $70 target, turns positive after CEO change »

Shares of Zillow Group…

ZG

Zillow

$40.94

5.87 (16.74%)

Z

Zillow

$41.12

6.09 (17.39%)

03/08/13
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BECN

Beacon Roofing

$37.50

0.13 (0.35%)

11:02
02/22/19
02/22
11:02
02/22/19
11:02
Hot Stocks
Beacon Roofing announces departure of CEO Paul Isabella later this year »

Beacon Roofing Supply…

03/08/13
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  • 27

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C

Citi

$64.03

-0.28 (-0.44%)

11:00
02/22/19
02/22
11:00
02/22/19
11:00
Options
Active trading in Citigroup short-term puts »

Active trading in…

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  • 22

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    Apr

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    Jul

ZG

Zillow

$40.54

5.47 (15.60%)

, Z

Zillow

$40.94

5.91 (16.87%)

10:57
02/22/19
02/22
10:57
02/22/19
10:57
Periodicals
Citron says now positive on Zillow, calls returning CEO a 'stud' »

Citron Research tweeted:…

ZG

Zillow

$40.54

5.47 (15.60%)

Z

Zillow

$40.94

5.91 (16.87%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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    Mar

ZG

Zillow

$40.54

5.47 (15.60%)

, Z

Zillow

$40.94

5.91 (16.87%)

10:57
02/22/19
02/22
10:57
02/22/19
10:57
Periodicals
Breaking Periodicals news story on Zillow, Zillow »

Citron Research turns…

ZG

Zillow

$40.54

5.47 (15.60%)

Z

Zillow

$40.94

5.91 (16.87%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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PFE

Pfizer

$43.02

0.88 (2.09%)

10:55
02/22/19
02/22
10:55
02/22/19
10:55
Periodicals
Pfizer exec to host presidential fundraiser for Gillibrand campaign, CNBC says »

Pfizer's executive…

03/08/13
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03/06/13
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