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AAPL

Apple

$157.69

4.96 (3.25%)

, INTC

Intel

$47.05

-2.69 (-5.41%)

07:30
01/28/19
01/28
07:30
01/28/19
07:30

Apple's Johny Srouji not in the running for Intel CEO, MacRumors reports

Apple's (AAPL) chipmaking chief Johny Srouji plans to stay at the company and is not in the running to become Intel's (INTC) next CEO, MacRumors reports. Reference Link

AAPL

Apple

$157.69

4.96 (3.25%)

INTC

Intel

$47.05

-2.69 (-5.41%)

  • 29

    Jan

  • 25

    Feb

  • 25

    Mar

AAPL Apple
$157.69

4.96 (3.25%)

01/28/19
UBSW
01/28/19
NO CHANGE
Target $180
UBSW
Buy
Apple survey shows healthy new iPhone mix, says UBS
UBS analyst Timothy Arcuri previewed Apple's Q1 report and said his revised estimates are in-line with the company's revised guidance. The analyst said his recent survey shows a fairly healthy new iPhone mix and a definite move to higher densities. He also noted the company will disclose Services margins for the first time. According to his work, gross margins could be in the low-60's. Arcuri maintained his Buy rating and $180 price target on Apple shares.
01/28/19
01/28/19
NO CHANGE

Lynx sees 'considerable downside risk' to Qualcomm shares at current levels
Lynx Equity Strategies analysts Jahanara Nissar and KC Rajkumar noted that Qualcomm (QCOM) management has stated that the adoption of 5G is priority number one and resolving the company's dispute with Apple (AAPL) is priority number two. They do not foresee Apple rolling out 5G iPhones this year and doubt it launches 5G iPhones in 2020, which they acknowledge is a non-consensus view. However, given this view, the analysts do not believe Qualcomm "could use 5G as a cudgel" to force Apple to settle their outstanding licensing dispute and contend that "without a settlement with [Apple], [Qualcomm's] 'optimistic scenario' EPS outlook of $6.75 to $7.50...goes out the door." Nissar and Rajkumar believe there is considerable downside risk to Qualcomm shares at current levels and have a price valuation of $41 on the stock.
01/25/19
MSCO
01/25/19
NO CHANGE
Target $211
MSCO
Overweight
Apple bar low with unlikely iPhone scenarios priced in, says Morgan Stanley
In a preview of Apple's upcoming earnings report, Morgan Stanley analyst Katy Huberty said she believes the bar has been set low, though Apple likely needs to deliver a "better than feared" revenue outlook for shares to recover further in the very near-term. Based on her talks with investors, she thinks the stock could trade up on revenue and gross margin guidance of $58B and 38% at the respective mid-points of the company's ranges. However, Huberty adds that either a 7-year iPhone replacement cycle or $450 average selling prices are priced into Apple's shares at current levels, both of which she views as "overly pessimistic." Given that she views either of those long-term iPhone scenarios as "unlikely," Huberty contends that the recent pullback in Apple offers an attractive entry point into the stock. She keeps an Overweight rating and $211 price target on Apple shares.
01/24/19
BARD
01/24/19
NO CHANGE
Target $185
BARD
Outperform
Apple consensus estimates may still be too high, says Baird
Baird analyst William Power is cautious heading into Q2 results for Apple as he believes consensus estimates may still be too high given the challenging conditions in China and elsewhere. He said the Street is assuming a normal seasonal decline, but he believes it is a lot worse. He remains positive long-term, but he would be more cautious near-term until estimates are more fully reset. Power has an Outperform rating and $185 price target on Apple shares.
INTC Intel
$47.05

-2.69 (-5.41%)

01/25/19
01/25/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Intel (INTC) downgraded to Hold from Buy at Needham and to Neutral from Positive at Susquehanna. 2. Hawaiian Holdings (HA) downgraded to Hold from Buy at Deutsche Bank with analyst Michael Linenberg saying he sees a more challenging competitive backdrop in Hawaiian's core markets by the June quarter. 3. Illumina (ILMN) downgraded to Hold from Buy at Deutsche Bank with analyst Dan Leonard saying forward revenue expectations lack upside potential while the "pace of newsflow to motivate further enthusiasm" for the company's total addressable market opportunity could slow. 4. Dish (DISH) downgraded to Reduce from Hold at HSBC with analyst Sunil Rajgopal saying he expects more fragmentation in the content/pay-TV business as more players enter the OTT content market and he expects the pay TV base to shrink further. 5. Thomson Reuters (TRI) downgraded to Sector Perform from Outperform at Scotiabank. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/25/19
SUSQ
01/25/19
DOWNGRADE
Target $50
SUSQ
Neutral
Intel downgraded to Neutral at Susquehanna
As reported previously, Susquehanna analyst Christopher Rolland downgraded Intel to Neutral from Positive. The analyst cited the combination of decelerating data center growth, narrowing process technology leadership, and macro concerns. Rolland lowered his price target to $50 from $58 on Intel shares. Needham analyst N. Quinn Bolton also downgraded Intel to Hold from Buy this morning following the company's Q4 results and FY19 guidance.
01/25/19
MKMP
01/25/19
NO CHANGE
Target $58
MKMP
Buy
Intel's longer-term tailwinds intact, says MKM Partners
MKM Partners analyst Ruben Roy kept his Buy rating and $58 price target on Intel after its latest Q4 results, saying that while the slower modem demand, slowdown in China, and weakening NAND average selling prices reflect its near-term headwinds, the longer term tailwinds are "intact". The analyst notes that data center trends should continue driving profitable growth for the company, with PC-centric revenue also expected to outperform expectations. Roy also sees Intel stock trading at a "meaningful discount to the broader semiconductor peer group" at 10.8-times forward earnings vs. the peer group average of 15.6-times.
01/25/19
UBSW
01/25/19
NO CHANGE
Target $58
UBSW
Buy
Intel narrative could change significantly with new CEO, says UBS
UBS analyst Timothy Arcuri expects Intel to trade down following its Q4 report as the company was not immune to some of the same China macro issues affecting broader semiconductor companies. The analyst noted the company is still looking for a new CEO and believes the company narrative can change significantly under new leadership. Arcuri, who thinks that the upside optionality far outweighs the downside risk, maintained his Buy rating, though he lowered his price target to $58 from $60 on Intel shares.

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WDFC

WD-40

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NMIH

NMI Holdings

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KSU

Kansas City Southern

$132.02

-1.5 (-1.12%)

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Saia

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0.48 (0.50%)

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Recommendations
Kansas City Southern, Saia, Union Pacific analyst commentary  »

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Kansas City Southern

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Saia

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Union Pacific

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PSTV

Plus Therapeutics

$2.47

0.15 (6.47%)

09:24
10/15/19
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Hot Stocks
Plus Therapeutics receives $4.6M reimbursement payment »

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KNX

Knight-Swift

$36.05

-0.065 (-0.18%)

09:23
10/15/19
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09:23
Earnings
Breaking Earnings news story on Knight-Swift »

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GNUS

Genius Brands

$0.83

0.0597 (7.75%)

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Alibaba

$171.22

-1.745 (-1.01%)

09:23
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09:23
Hot Stocks
Genius Brands CEO says 'more bullish than ever' on future of the company »

Genius Brands…

GNUS

Genius Brands

$0.83

0.0597 (7.75%)

BABA

Alibaba

$171.22

-1.745 (-1.01%)

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  • 19

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KNX

Knight-Swift

$36.05

-0.065 (-0.18%)

09:23
10/15/19
10/15
09:23
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09:23
Earnings
Knight-Swift cuts Q4 adj. EPS view to 62c-65c from 73c-77c, consensus 71c »

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  • 13

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FDX

FedEx

$146.81

1.29 (0.89%)

09:22
10/15/19
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09:22
Hot Stocks
FedEx announces expansion of FedEx Freight Direct »

FedEx Freight, a…

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KNX

Knight-Swift

$36.05

-0.065 (-0.18%)

09:20
10/15/19
10/15
09:20
10/15/19
09:20
Earnings
Breaking Earnings news story on Knight-Swift »

Knight-Swift cuts Q3 adj.…

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  • 13

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RETA

Reata Pharmaceuticals

$100.37

4.57 (4.77%)

09:20
10/15/19
10/15
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09:20
Recommendations
Reata Pharmaceuticals analyst commentary  »

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ROKU

Roku

$119.05

-2.55 (-2.10%)

, AAPL

Apple

$235.87

-0.34 (-0.14%)

09:20
10/15/19
10/15
09:20
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09:20
Hot Stocks
Apple TV app, Apple TV+ coming to Roku platform »

Roku (ROKU) announced the…

ROKU

Roku

$119.05

-2.55 (-2.10%)

AAPL

Apple

$235.87

-0.34 (-0.14%)

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  • 30

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ABEO

Abeona Therapeutics

$2.18

-0.05 (-2.24%)

09:19
10/15/19
10/15
09:19
10/15/19
09:19
Hot Stocks
Abeona announces publication of long-term data from Phase 1/2a trial of EB-101 »

Abeona Therapeutics…

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TTEK

Tetra Tech

$84.87

-0.735 (-0.86%)

09:18
10/15/19
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Hot Stocks
Tetra Tech awarded $85M DFID contract for LINKS program in Nigeria »

Tetra Tech announced that…

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SPX

S&P 500

$0.00

(0.00%)

, VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

09:18
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09:18
Options
Overnight activity included 213 trades in SPX and 79 trades in VIX »

213 trades were executed…

SPX

S&P 500

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G

Genpact

$38.15

-0.27 (-0.70%)

09:17
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Genpact announces definitive agreement to acquire Rightpoint »

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ADBE

Adobe

$277.79

-0.29 (-0.10%)

09:17
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Initiation
Adobe initiated  »

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CMTL

Comtech

$30.87

-0.27 (-0.87%)

09:16
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Hot Stocks
Comtech awarded maximum $98.6M Army contract for SATCOM terminals »

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09:15
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General news
U.S. equities are firmer »

U.S. equities are firmer,…

SFIX

Stitch Fix

$21.21

-0.62 (-2.84%)

09:14
10/15/19
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09:14
Initiation
Stitch Fix initiated  »

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  • 22

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SNAP

Snap

$13.76

-0.39 (-2.76%)

, TWTR

Twitter

$39.77

-0.59 (-1.46%)

09:14
10/15/19
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Upgrade
Snap, Twitter rating change  »

Snap upgraded to Buy from…

SNAP

Snap

$13.76

-0.39 (-2.76%)

TWTR

Twitter

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LVGO

Livongo Health

$18.44

0.74 (4.18%)

09:13
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Livongo Health announced partnership with VSP Vision Care »

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  • 06

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BAESY

BAE Systems

$0.00

(0.00%)

09:12
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BAE Systems awarded $437M Army task order to provide open source support »

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GNBT

Generex

$0.00

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Generex announces merger for public trading of NuGenerex Immuno-Oncology »

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UNH

UnitedHealth

$220.32

-1.69 (-0.76%)

09:11
10/15/19
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09:11
Earnings
UnitedHealth sees FY20 adj. EPS up near low-end of 13%-16% range »

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CVNA

Carvana

$74.34

2.06 (2.85%)

09:11
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Carvana analyst commentary  »

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