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LNVGY

Lenovo

$0.00

(0.00%)

, HPQ

HP Inc.

$21.48

0.27 (1.27%)

06:02
01/11/19
01/11
06:02
01/11/19
06:02

IDC: Shipments of PCs totaled just over 68.1M units in Q4, down 3.7% y/y

Preliminary results for the fourth quarter of 2018 showed shipments of traditional PCs totaled just over 68.1 million units, marking a decline of 3.7% in year-on-year terms, according to the International Data Corporation Worldwide Quarterly Personal Computing Device Tracker. The results slightly outperformed the forecast, which called for a decline of 4.7%, but also produced the largest year-on-year decline since the third quarter of 2016 and capped the full year at a nearly flat rate of -0.4%. Lenovo (LNVGY) maintained its status as the top OEM in the traditional PC space, and one of only two top 5 companies to post growth in the quarter compared to a year ago. HP Inc. (HPQ) declined 3.2% worldwide mostly due to a challenging quarter in the Americas. Dell Inc. (DELL) had the strongest year-on-year growth among the top OEMs at 1.6% for the quarter and ended 2018 growing 5.6% over 2017, also the strongest among the top OEMs. Apple (AAPL) remained in the fourth position with market share of 7.2% and year-on-year growth of -3.8%.

LNVGY

Lenovo

$0.00

(0.00%)

HPQ

HP Inc.

$21.48

0.27 (1.27%)

DELL

Dell Technologies

$45.25

-1.62 (-3.46%)

AAPL

Apple

$153.78

0.48 (0.31%)

  • 14

    Jan

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    Jan

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    Feb

LNVGY Lenovo
$0.00

(0.00%)

11/09/18
JPMS
11/09/18
UPGRADE
JPMS
Overweight
Lenovo upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Gokul Hariharan yesterday afternoon upgraded Lenovo to Overweight with a price target of HK$7.
HPQ HP Inc.
$21.48

0.27 (1.27%)

12/26/18
STPT
12/26/18
INITIATION
STPT
Buy
HP Inc. initiated with a Buy at Standpoint Research
Standpoint Research analyst Ronnie Moas initiated HP Inc. with a Buy rating.
12/11/18
WOLF
12/11/18
INITIATION
Target $14
WOLF
Underperform
HP Enterprise initiated with an Underperform at Wolfe Research
Wolfe Research analyst Steven Milunovich started HP Enterprise (HPE) with an Underperform rating and $14 price target, stating that in enterprise computing he prefers HP Inc (HPQ) and NetApp (NTAP). HP Enterprise's outlook is more dependent on execution than strategy at this point, Milunovich added.
12/11/18
WOLF
12/11/18
INITIATION
Target $28
WOLF
Outperform
HP Inc. initiated with an Outperform at Wolfe Research
Wolfe Research analyst Steven Milunovich initiated HP Inc. with an Outperform and $28 price target.
11/30/18
BMOC
11/30/18
NO CHANGE
Target $22
BMOC
Market Perform
HP Inc Q4 results 'largely without surprise', says BMO Capital
BMO Capital analyst Tim Long kept his Market Perform rating and $22 price target on HP Inc but lowered his FY19 EPS view to $2.20 from $2.24 after the company's Q4 earnings and affirmed FY19 guidance. The analyst notes that the quarter was "a bit better than expectations", but the discussion of CPU shortages coming as anticipated should still make for a slower first half of the year. Long contends that HP will remain held back by the tough end markets, opting to wait for "more contribution from new growth areas".
DELL Dell Technologies
$45.25

-1.62 (-3.46%)

01/07/19
GSCO
01/07/19
INITIATION
Target $59
GSCO
Buy
Dell Technologies initiated with a Buy at Goldman Sachs
Goldman Sachs analyst Rod Hall started Dell Technologies with a Buy rating and $59 price target. The analyst expects the company's "multiple discount to contract" post a potential refinancing in 2019.
01/07/19
01/07/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Amazon.com (AMZN) initiated with a Buy at Pivotal Research. 2. Dell Technologies (DELL) initiated with a Buy at Goldman Sachs. 3. Tencent Music (TME) initiated with an Overweight at KeyBanc, a Buy at Goldman Sachs, and a Hold at Stifel. 4. Huntington Ingalls (HII) initiated with a Neutral at JPMorgan. 5. Homology Medicines (FIXX) initiated with a Buy at Canaccord. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
01/09/19
WOLF
01/09/19
INITIATION
WOLF
Outperform
Dell Technologies initiated with an Outperform at Wolfe Research
01/10/19
BMOC
01/10/19
INITIATION
Target $48
BMOC
Market Perform
Dell Technologies initiated with a Market Perform at BMO Capital
BMO Capital analyst Tim Long initiated Dell Technologies with a Market Perform rating and a price target of $48. The analyst notes that while the company has accelerated its growth rate over the past few quarters on outperforming sales of servers and PC's, he warns that the growth may not be sustainable since "cloud risks persist, competition remains intense, commodity prices decline, and comparisons become more difficult".
AAPL Apple
$153.78

0.48 (0.31%)

01/11/19
GSCO
01/11/19
DOWNGRADE
Target $68
GSCO
Neutral
Starbucks downgraded to Neutral from Buy at Goldman Sachs
Goldman Sachs analyst Karen Holthouse downgraded Starbucks to Neutral and lowered her price target for the shares to $68 from $75. The coffee giant closed yesterday up 31c to $64.19. The analyst remains "reasonably confident" that Starbucks' initiatives to drive digital engagement can lead to a "more stable" 3%-4% comp trajectory in the U.S. over the next few years. However, its valuation has "rapidly re-rated" to reflect this, and gift cards and digital trends could be points of caution in fiscal Q1, Holthouse tells investors in a research note. Further, she has "incremental concerns" regarding the China macro environment and the company's comp trajectory in that region. Other consumer companies, like Apple (AAPL) and McDonald's (MCD), have noted weakness in China, the analyst points out. Holthouse this morning also upgraded Texas Roadhouse (TXRH) to Buy from Neutral and downgraded Yum! Brands (YUM) to Sell from Neutral.
01/10/19
CHLM
01/10/19
NO CHANGE
Target $25
CHLM
Buy
ON Semiconductor risk/reward 'hard to ignore,' says Craig-Hallum
Craig-Hallum analyst Anthony Stoss notes that ON Semiconductor (ON) has not been spared in the recent selloff in semi/Apple (AAPL) suppliers. However, at just under 9 times FY2019 EPS the risk/reward is "hard to ignore," he contends. Stoss believes that content gains in auto and 5G base station builds will keep ON outperforming. He reiterates a Buy rating and $25 price target on ON's shares.
01/10/19
CHLM
01/10/19
NO CHANGE
Target $90
CHLM
Buy
Skyworks price target lowered to $90 from $$105 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss lowered his price target for Skyworks (SWKS) to $90 from $105 to account for the company's lowered December quarter guidance. The analyst attributes Skyworks' lowered guide to weakness at Apple (AAPL), which he believes was already expected and priced into the stock. Stoss thinks investors will turn their focus to Skyworks' upcoming 5G opportunity. He reiterates a Buy rating on Skyworks shares
01/10/19
01/10/19
UPGRADE
Target $72

Buy
Qorvo upgraded to Buy at Craig-Hallum as shares 'have likely bottomed'
As previously reported, Craig-Hallum analyst Anthony Stoss upgraded Qorvo (QRVO) to Buy from Hold as he believes the share decline now positions the stock with more upside than downside, and shares now largely reflect weaker Apple (AAPL) iPhone sales. The analyst argues that investors should start looking forward to substantial content increases for RF in 5G phones, although he does not expect material volumes until 2020. He also lowered his price target on Qorvo's shares to $72 from $74.

TODAY'S FREE FLY STORIES

TCEHY

Tencent

$0.00

(0.00%)

12:59
01/19/19
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BAESY

BAE Systems

$0.00

(0.00%)

12:53
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Bae Systems will mount new charge, Barron's says »

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AMZN

Amazon.com

$1,696.01

4.01 (0.24%)

, COST

Costco

$213.59

2.15 (1.02%)

12:50
01/19/19
01/19
12:50
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12:50
Periodicals
Costco might be 'good buy' following 2018 pullback, Barron's says »

Part of what makes Costco…

AMZN

Amazon.com

$1,696.01

4.01 (0.24%)

COST

Costco

$213.59

2.15 (1.02%)

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VNO

Vornado

$66.40

1.04 (1.59%)

, KRC

Kilroy Realty

$68.23

0.21 (0.31%)

12:45
01/19/19
01/19
12:45
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12:45
Periodicals
Kilroy, Vornado Realty have 'solid' prospects, Barron's says »

Office REITs have been…

VNO

Vornado

$66.40

1.04 (1.59%)

KRC

Kilroy Realty

$68.23

0.21 (0.31%)

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GOLD

Barrick Gold

$11.78

-0.11 (-0.93%)

, GG

Goldcorp

$10.37

0.04 (0.39%)

12:41
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01/19
12:41
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12:41
Periodicals
Gold mining stocks 'an unalloyed bargain,' Barron's says »

Two multibillion-dollar…

GOLD

Barrick Gold

$11.78

-0.11 (-0.93%)

GG

Goldcorp

$10.37

0.04 (0.39%)

NEM

Newmont Mining

$31.77

0.15 (0.47%)

03/08/13
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TECH

Bio-Techne

$163.24

1.16 (0.72%)

, A

Agilent

$71.93

1.16 (1.64%)

12:29
01/19/19
01/19
12:29
01/19/19
12:29
Periodicals
Rising demand benefiting Illumina, Thermo Fisher, Barron's says »

Healthy funding and…

TECH

Bio-Techne

$163.24

1.16 (0.72%)

A

Agilent

$71.93

1.16 (1.64%)

DHR

Danaher

$107.43

1.88 (1.78%)

TMO

Thermo Fisher

$240.72

2.55 (1.07%)

ILMN

Illumina

$312.66

2.53 (0.82%)

03/08/13
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ATVI

Activision Blizzard

$48.64

1.26 (2.66%)

, EA

Electronic Arts

$92.50

3.19 (3.57%)

12:22
01/19/19
01/19
12:22
01/19/19
12:22
Periodicals
EA, Activision struggling to survive a Fortnite World, Barron's says »

Netflix (NFLX) delivered…

ATVI

Activision Blizzard

$48.64

1.26 (2.66%)

EA

Electronic Arts

$92.50

3.19 (3.57%)

NFLX

Netflix

$339.20

-14.02 (-3.97%)

03/08/13
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AIMT

Aimmune

$22.90

0.26 (1.15%)

, CELG

Celgene

$86.27

-0.32 (-0.37%)

09:01
01/19/19
01/19
09:01
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09:01
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AIMT

Aimmune

$22.90

0.26 (1.15%)

CELG

Celgene

$86.27

-0.32 (-0.37%)

BIIB

Biogen

$337.46

-0.93 (-0.27%)

CMRE

Costamare

$4.97

0.09 (1.84%)

DAC

Danaos

$0.90

0.05 (5.88%)

DCIX

Diana Containerships

$0.90

-0.02 (-2.17%)

TGH

Textainer

$13.34

0.57 (4.46%)

NM

Navios Maritime

$2.73

-0.04 (-1.44%)

YRCM

Rogers Cantel

$0.00

(0.00%)

EXPD

Expeditors

$69.34

1.43 (2.11%)

LEN

Lennar

$44.11

-0.64 (-1.43%)

KBH

KB Home

$20.30

-0.28 (-1.36%)

PHM

PulteGroup

$26.58

-0.27 (-1.01%)

Z

Zillow

$33.93

0.35 (1.04%)

ZG

Zillow

$33.74

0.35 (1.05%)

RLGY

Realogy

$18.27

-0.155 (-0.84%)

RDFN

Redfin

$18.49

0.48 (2.67%)

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$16.78

0.16 (0.96%)

F

Ford

$8.59

0.23 (2.75%)

GM

General Motors

$38.63

0.35 (0.91%)

HMC

Honda

$29.77

0.22 (0.74%)

NSANY

Nissan

$0.00

(0.00%)

TM

Toyota

$125.40

0.505 (0.40%)

VLKAY

Volkswagen

$0.00

(0.00%)

VC

Visteon

$76.43

4.85 (6.78%)

ADNT

Adient

$19.78

1.59 (8.74%)

AXL

American Axle

$14.62

0.45 (3.18%)

DLPH

Delphi Technologies

$15.94

0.44 (2.84%)

APTV

Aptiv

$72.91

1.77 (2.49%)

BWA

BorgWarner

$40.60

0.54 (1.35%)

LEA

Lear

$151.67

0.98 (0.65%)

TEN

Tenneco

$34.61

1.125 (3.36%)

MGA

Magna

$50.91

0.78 (1.56%)

03/08/13
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03/06/13
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    Oct

ASLN

Aslan Pharmaceuticals

$3.55

(0.00%)

, FPRX

Five Prime

$11.20

0.53 (4.97%)

04:55
01/19/19
01/19
04:55
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04:55
Conference/Events
American Society of Clinical Oncology to hold a symposium »

ASCO GI 2019 Symposium…

ASLN

Aslan Pharmaceuticals

$3.55

(0.00%)

FPRX

Five Prime

$11.20

0.53 (4.97%)

KURA

Kura Oncology

$15.70

-0.06 (-0.38%)

ZLAB

Zai Lab

$25.98

-0.05 (-0.19%)

03/08/13
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04:55
01/19/19
01/19
04:55
01/19/19
04:55
Conference/Events
Deutsche Bank to hold a conference »

17th Annual dbAccess…

TCCO

Technical Comm Corp

$2.61

-0.19 (-6.79%)

18:02
01/18/19
01/18
18:02
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18:02
Hot Stocks
Technical Comm Corp reports notice of failure to satisfy Nasdaq rule »

Technical Communications…

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SNAP

Snap

$6.19

0.455 (7.93%)

17:38
01/18/19
01/18
17:38
01/18/19
17:38
Periodicals
Snap exec fired due to undisclosed relationship with consultant, Cheddar says »

Snap's global…

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SSW

Seaspan

$9.16

0.16 (1.78%)

17:33
01/18/19
01/18
17:33
01/18/19
17:33
Syndicate
Breaking Syndicate news story on Seaspan »

Seaspan files to sell…

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TXT

Textron

$49.38

0.75 (1.54%)

17:30
01/18/19
01/18
17:30
01/18/19
17:30
Hot Stocks
Textron subsidiary awarded $439.56M government contract modification »

Bell Helicopter Textron…

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  • 24

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TAC

TransAlta

$4.91

0.04 (0.82%)

17:28
01/18/19
01/18
17:28
01/18/19
17:28
Hot Stocks
Mangrove Partners reports 9.4% passive stake in TransAlta »

In a regulatory filing,…

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TDS

Telephone and Data

$36.27

0.42 (1.17%)

17:27
01/18/19
01/18
17:27
01/18/19
17:27
Hot Stocks
Telephone and Data's Meyers sells 80,465 common shares »

In a regulatory filing,…

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GWPH

GW Pharmaceuticals

$137.24

2.59 (1.92%)

17:03
01/18/19
01/18
17:03
01/18/19
17:03
Syndicate
Breaking Syndicate news story on GW Pharmaceuticals »

GW Pharmaceuticals files…

03/08/13
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FCSC

Fibrocell Science

$2.03

0.03 (1.50%)

16:55
01/18/19
01/18
16:55
01/18/19
16:55
Syndicate
Breaking Syndicate news story on Fibrocell Science »

Fibrocell Science files…

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ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

, ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

16:49
01/18/19
01/18
16:49
01/18/19
16:49
Conference/Events
EnLink Midstream Partners to hold a special shareholder meeting »

Special Shareholder…

ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

03/08/13
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  • 23

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FDX

FedEx

$176.97

3.72 (2.15%)

16:49
01/18/19
01/18
16:49
01/18/19
16:49
Hot Stocks
FedEx establishes voluntary buyout program for U.S. workers »

FedEx said in a…

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    Mar

  • 01

    Apr

  • 02

    Apr

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

, ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

16:48
01/18/19
01/18
16:48
01/18/19
16:48
Conference/Events
EnLink Midstream Companies to hold a special shareholder meeting »

Special Shareholder…

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

03/08/13
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  • 23

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MKL

Markel

$1,067.03

13.52 (1.28%)

16:36
01/18/19
01/18
16:36
01/18/19
16:36
Hot Stocks
Markel says Anthony Belisle, Alissa Fredricks no longer with company »

Markel Corporation said…

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NILSY

Norilsk Nickel

$0.00

(0.00%)

16:35
01/18/19
01/18
16:35
01/18/19
16:35
Downgrade
Norilsk Nickel rating change at Goldman Sachs »

Norilsk Nickel downgraded…

03/08/13
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JNJ

Johnson & Johnson

$130.65

1.54 (1.19%)

, ABBV

AbbVie

$89.51

2.28 (2.61%)

16:33
01/18/19
01/18
16:33
01/18/19
16:33
Hot Stocks
AbbVie: Phase 3 study of ibrutinib did not meet primary endpoint »

AbbVie (ABBV) announced…

JNJ

Johnson & Johnson

$130.65

1.54 (1.19%)

ABBV

AbbVie

$89.51

2.28 (2.61%)

03/08/13
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FOMX

Foamix

$3.70

-0.14 (-3.65%)

16:32
01/18/19
01/18
16:32
01/18/19
16:32
Conference/Events
Foamix to host research and development day »

Research and Development…

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