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IPHI

Inphi

$37.88

1.32 (3.61%)

07:21
01/28/19
01/28
07:21
01/28/19
07:21

Inphi upgraded to Buy from Neutral at DA Davidson

  • 29

    Jan

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  • 25

    Mar

IPHI Inphi
$37.88

1.32 (3.61%)

01/17/19
JPMS
01/17/19
NO CHANGE
JPMS
JPMorgan sees bottom forming in Semi stocks ahead of second half rally
JPMorgan analyst Harlan Sur expects most of the Semiconductor companies he covers to report December quarter numbers in-line with his and consensus expectations. The stocks should start to discount improving fundamentals in the first half of 2019 and should be accumulated on any further pullbacks, Sur tells investors in a research note. While the analyst anticipates another round of consensus estimate cuts in the January earnings season, he believes further share downside is limited since many of his stocks are down 25% from the peak in March/June of last year. In large cap stocks, Sur's top pick is Broadcom (AVGO) and he also favors Nvidia (NVDA), Intel (INTC), Maxim Integrated (MXIM) and Micron Technology (MU). The analyst's small cap top picks include Inphi (IPHI) and Mellanox (MLNX). In Semi Capital Equipment, Sur favors Lam Research (LRCX).
01/11/19
SBSH
01/11/19
INITIATION
Target $40
SBSH
Buy
Inphi initiated with a Buy at Citi
Citi analyst Wayne Loeb started Inphi with a Buy rating and $40 price target. Inphi will be a beneficiary of three catalysts which will grow sales by 50% by 2020 with differentiated high margin products, Loeb tells investors in a research note. The catalysts are 5G backhaul, higher data intra data center speeds, and faster connections between data centers, says the analyst. With the growing need for higher data rates over longer distances in hyperscale data centers, Inphi is well positioned to benefit from the adoption of more advanced, higher speed, optical connections, contends Loeb.
12/18/18
LEHM
12/18/18
NO CHANGE
LEHM
Cisco acquisition of Luxtera a negative for Macom, says Barclays
Barclays analyst Blayne Curtis views the acquisition of Luxtera by Cisco Systems (CSCO) as a negative for Macom Technology Solutions (MTSI). Cisco is the lead customer for Macom's PSM4 solution but revenue hasn't been seen yet, Curtis tells investors in a research note. He also points out that Macom does not seem to have much traction outside of Cisco for the product. Further, Curtis sees the Luxtera takeover as modest longer term negative for Inphi (IPHI). With respect to CWDM4, the analyst thinks the deal could put pressure on Intel (INTC), Maxim Integrated Products (MXIM) and Macom starting in late 2019 as Luxtera has its own analog solutions.
11/05/18
LOOP
11/05/18
NO CHANGE
Target $43
LOOP
Buy
Inphi data center business is surging, says Loop Capital
Loop Capital analyst James Kisner kept his Buy rating and $43 price target on Inphi after its "solid" Q3 results and Q4 guidance for "in-line" revenue. The analyst notes that the company's Data Center operations "surged" in the quarter and expects that momentum to continue in Q4, which supports his positive thesis on the shares. Kisner adds that Inphi's "business is poised to inflect as the industry adopts its PAM-related portfolio of products".

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TCEHY

Tencent

$0.00

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$NSD

NASDAQ Market Internals

$0.00

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$NYE

NYSE Market Internals

$0.00

(0.00%)

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NYSE market internals summary »

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USFD

US Foods

$40.43

-0.14 (-0.35%)

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AXP

American Express

$117.86

1.47 (1.26%)

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UNH

UnitedHealth

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DS

Drive Shack

$4.08

0.35 (9.38%)

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APHA

Aphria

$5.30

0.965 (22.29%)

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ATGE

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$35.63

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AKAM

Akamai

$91.36

1.48 (1.65%)

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GD

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QCOM

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, MSFT

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MSFT

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BC

Brunswick

$54.42

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WFC

Wells Fargo

$49.76

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WMT

Walmart

$119.13

0.01 (0.01%)

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