Breaking News Instant updates and real-time market news.

RDCM

Radcom

$7.81

-0.24 (-2.98%)

, T

AT&T

$29.97

0.26 (0.88%)

10:39
02/12/19
02/12
10:39
02/12/19
10:39

Needham says Radcom 'likely to tread water,' downgrades to Hold

As previously reported, Needham analyst Alex Henderson downgraded Radcom (RDCM) to Hold from Buy after the company "again lowered already washed out guidance." While he is encouraged by Radcom's commentary on AT&T (T), Henderson views this relationship as "mandatory bedrock more than an upside event," adding that he did not sense other deals are imminent. The analyst, who thinks the stock is "likely to tread water through CY19," believes 5G is increasing looking like a 2020 event for Radcom, he added.

RDCM

Radcom

$7.81

-0.24 (-2.98%)

T

AT&T

$29.97

0.26 (0.88%)

  • 12

    Feb

  • 25

    Feb

  • 28

    Feb

  • 20

    Mar

RDCM Radcom
$7.81

-0.24 (-2.98%)

09/19/18
NEED
09/19/18
NO CHANGE
Target $20
NEED
Buy
Radcom price target lowered to $20 from $27 at Needham
Needham analyst Alex Henderson lowered his price target on Radcom to $20 after the company's call to address the recent stock price weakness. The analyst notes that the management downplayed the impact coming from disruptions related to the Philippines typhoon, M&A activity, or from customer changes, but rather attributes the headwinds to the "complexity" of rolling out the Network Functions Virtualization, or NFV, product. Henderson keeps his Buy rating on the company based on its history as a "win-driven story" that generates "glowing reviews on its technology", but adds that its ramp timelines have been slowed by the "complexity of 5G virtualization and NVF integration".
10/09/18
NEED
10/09/18
NO CHANGE
Target $12
NEED
Buy
Radcom price target lowered to $12 from $20 at Needham
Needham analyst Alex Henderson said Radcom's business update call, during which the company guided to FY18 revenue of $33M-$35M, leaves him thinking a recovery "could take a considerable amount of time." The analyst, who now thinks a down first half of calendar 2019 is likely, is estimating just a 10% growth rate for 2019 and revenues under $40M. He lowered his price target on Radcom shares to $12 from $20, citing a lack of visibility and "shaken confidence," but keeps a Buy rating on the stock as he continues to view Radcom as a major NFV disruptor due to the convergence of software-driven networking ahead of next-gen network roll-outs.
02/12/19
NEED
02/12/19
DOWNGRADE
NEED
Hold
Radcom downgraded to Hold from Buy at Needham
T AT&T
$29.97

0.26 (0.88%)

01/02/19
BOFA
01/02/19
NO CHANGE
BOFA
Top 10 US Ideas for Q1 2019 at BofA/Merrill
BofA/Merrill's Alpha Generation Research team introduced its latest Top 10 US Ideas for Q1 2019. The list consists of 9 Buys that are Cigna (CI), Disney (DIS), Equinix (EQIX), Honeywell (HON), Lockheed Martin (LMT), Marvell (MRVL), Procter & Gamble (PG), AT&T (T), and Tapestry (TPR) and 1 Underperform rating which is Campbell Soup (CPB).
01/23/19
MKMP
01/23/19
NO CHANGE
Target $7.5
MKMP
Buy
Nokia Q4 earnings should be solid, says MKM Partners
MKM Partners analyst Michael Genovese kept his Buy rating and $7.50 price target on Nokia (NOK) ahead of its Q4 results, saying that earnings should be solid with evidence of 5G contribution, even though the outlook on its potential "won't settle the debate". The analyst notes that T-Mobile's (TMUS) 5G network build demand should also yield a good Q1 outlook with added contribution coming from the accelerated 5G plans from KT (KT) and SK Telecom in South Korea. Genovese adds that the 5G debate centers around investment plans by AT&T (T) and Verizon (VZ), but his checks indicate that the former has not made any final decisions on the timing.
01/25/19
HSBC
01/25/19
DOWNGRADE
Target $24
HSBC
Reduce
Dish downgraded to Reduce from Hold at HSBC
HSBC analyst Sunil Rajgopal downgraded Dish (DISH) to Reduce from Hold and cut his price target on the shares to $24 from $38, advocating that investors choose "sturdy carriers" such as Verizon (VZ), T-Mobile (TMUS), AT&T (T) and Comcast (CMCSA). For 2019, Rajgopal 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.
01/29/19
01/29/19
DOWNGRADE

Hold
Adtran downgraded to Hold at Needham on margin pressure
As previously reported, Needham analyst Richard Valera downgraded Adtran to Hold from Buy, saying that while the company posted solid Q4 results, the quarter was aided "by the re- emergence of Telmex" and warns that its shift toward international business will results in "structurally lower margins" and limited earnings power. The analyst further notes that he had previously anticipated AT&T (T) and Verizon (VZ) deals as "potentially significant" North America revenue opportunities, but now sees "little confidence either of these programs will ramp substantially over the near to medium term." Valera adds that the recent bounce in Adtran stock has taken its price to within 10% of his prior target, justifying a neutral stance.

TODAY'S FREE FLY STORIES

TER

Teradyne

$41.10

-0.05 (-0.12%)

07:44
02/22/19
02/22
07:44
02/22/19
07:44
Downgrade
Teradyne rating change  »

Teradyne downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 10

    Apr

  • 28

    May

ATNI

ATN International

$59.50

-15.62 (-20.79%)

07:44
02/22/19
02/22
07:44
02/22/19
07:44
Upgrade
ATN International rating change  »

ATN International…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 21

    Mar

  • 22

    Mar

  • 28

    Mar

AAOI

Applied Optoelectronics

$14.62

(0.00%)

07:42
02/22/19
02/22
07:42
02/22/19
07:42
Downgrade
Applied Optoelectronics rating change  »

Applied Optoelectronics…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

UCTT

Ultra Clean

$12.59

-0.26 (-2.02%)

07:42
02/22/19
02/22
07:42
02/22/19
07:42
Downgrade
Ultra Clean rating change  »

Ultra Clean downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CBM

Cambrex

$40.21

1.935 (5.06%)

, GILD

Gilead

$65.55

-1.43 (-2.14%)

07:41
02/22/19
02/22
07:41
02/22/19
07:41
Downgrade
Cambrex, Gilead rating change  »

Jefferies downgrades…

CBM

Cambrex

$40.21

1.935 (5.06%)

GILD

Gilead

$65.55

-1.43 (-2.14%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 18

    May

CHRA

Charah Solutions

$6.80

0.005 (0.07%)

07:38
02/22/19
02/22
07:38
02/22/19
07:38
Downgrade
Charah Solutions rating change  »

Charah Solutions…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CONE

CyrusOne

07:38
02/22/19
02/22
07:38
02/22/19
07:38
Downgrade
CyrusOne rating change  »

Jefferies downgrades…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 11

    Mar

  • 18

    Jun

ARAY

Accuray

$5.26

0.09 (1.74%)

07:38
02/22/19
02/22
07:38
02/22/19
07:38
Hot Stocks
Accuray reports results from SBRT trial »

Accuray announced that…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

C

Citi

$64.31

-0.35 (-0.54%)

07:36
02/22/19
02/22
07:36
02/22/19
07:36
Upgrade
Citi rating change  »

Jefferies sees positive…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 15

    Apr

  • 28

    May

  • 13

    Jul

BCLI

BrainStorm

$3.88

0.01 (0.26%)

07:35
02/22/19
02/22
07:35
02/22/19
07:35
Hot Stocks
BrainStorm announces first U.S.clinical site for Phase 2 MS study »

BrainStorm announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

WPC

W.P. Carey

$74.39

0.25 (0.34%)

07:35
02/22/19
02/22
07:35
02/22/19
07:35
Earnings
Breaking Earnings news story on W.P. Carey »

W.P. Carey sees FY19 AFFO…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

KEYS

Keysight Technologies

$81.74

0.67 (0.83%)

07:35
02/22/19
02/22
07:35
02/22/19
07:35
Recommendations
Keysight Technologies analyst commentary  »

Keysight Technologies…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Feb

WFT

Weatherford

$0.78

-0.0436 (-5.32%)

, KR

Kroger

$28.55

-0.2 (-0.70%)

07:35
02/22/19
02/22
07:35
02/22/19
07:35
Options
Unusual call flow in option market yesterday »

Notable call activity was…

WFT

Weatherford

$0.78

-0.0436 (-5.32%)

KR

Kroger

$28.55

-0.2 (-0.70%)

I

Intelsat

$24.59

0.5 (2.08%)

BSX

Boston Scientific

$40.12

-0.01 (-0.02%)

OAS

Oasis Petroleum

$6.07

-0.28 (-4.41%)

MNST

Monster Beverage

$58.87

0.16 (0.27%)

LKQ

LKQ Corp.

$27.33

0.36 (1.33%)

DK

Delek US

$36.18

-0.8953 (-2.41%)

AGI

Alamos Gold

$4.82

-0.055 (-1.13%)

APEI

American Public Education

$32.93

0.88 (2.75%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Feb

  • 25

    Feb

  • 27

    Feb

  • 27

    Feb

  • 27

    Feb

  • 03

    Mar

  • 04

    Mar

  • 06

    Mar

  • 11

    Mar

  • 12

    Mar

  • 28

    Mar

  • 18

    May

  • 22

    May

  • 28

    May

07:35
02/22/19
02/22
07:35
02/22/19
07:35
General news
Treasury Market Outlook: yields are lower in the U.S. and Europe »

Treasury Market Outlook:…

WPC

W.P. Carey

$74.39

0.25 (0.34%)

07:34
02/22/19
02/22
07:34
02/22/19
07:34
Earnings
W.P. Carey reports Q4 AFFO $1.33, consensus $1.33 »

Reports Q4 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

BXG

Bluegreen Vacations

$13.92

-0.12 (-0.85%)

07:34
02/22/19
02/22
07:34
02/22/19
07:34
Earnings
Bluegreen Vacations reports Q4 EPS 27c, consensus 24c »

Reports Q4 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

TEF

Telefonica

$8.85

0.12 (1.37%)

07:33
02/22/19
02/22
07:33
02/22/19
07:33
Hot Stocks
EU says Telefonica breached commitment in E-Plus acquisition »

The European Commission…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Feb

CONE

CyrusOne

$52.44

-4.75 (-8.31%)

07:33
02/22/19
02/22
07:33
02/22/19
07:33
Recommendations
CyrusOne analyst commentary  »

CyrusOne price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 11

    Mar

  • 18

    Jun

BIIB

Biogen

$320.99

-14.02 (-4.18%)

07:33
02/22/19
02/22
07:33
02/22/19
07:33
Downgrade
Biogen rating change  »

Biogen downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Feb

  • 28

    May

INSM

Insmed

$25.57

-0.42 (-1.62%)

07:33
02/22/19
02/22
07:33
02/22/19
07:33
Hot Stocks
Insmed sees FY19 ARIKAYCE revenues $80M-$90M »

Insmed expects cash-based…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

OPNT

Opiant Pharmaceuticals

$14.65

-0.25 (-1.68%)

07:32
02/22/19
02/22
07:32
02/22/19
07:32
Recommendations
Opiant Pharmaceuticals analyst commentary  »

Opiant…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

REGN

Regeneron

$418.66

-3.9 (-0.92%)

07:32
02/22/19
02/22
07:32
02/22/19
07:32
Downgrade
Regeneron rating change  »

Regeneron downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 11

    Mar

  • 11

    Mar

  • 28

    Apr

  • 13

    May

INSM

Insmed

$25.57

-0.42 (-1.62%)

07:31
02/22/19
02/22
07:31
02/22/19
07:31
Earnings
Insmed reports Q4 EPS ($1.19), consensus ($1.06) »

Reports Q4 revenue $9.8M,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

SHW

Sherwin-Williams

$438.49

0.56 (0.13%)

07:31
02/22/19
02/22
07:31
02/22/19
07:31
Recommendations
Sherwin-Williams analyst commentary  »

Sherwin-Williams price…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

ZGNX

Zogenix

$47.88

0.35 (0.74%)

07:30
02/22/19
02/22
07:30
02/22/19
07:30
Initiation
Zogenix initiated  »

Zogenix initiated with a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.