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AVGO

Broadcom

$281.31

1.86 (0.67%)

06:06
02/14/19
02/14
06:06
02/14/19
06:06

Broadcom price target raised to $310 from $293 at Piper Jaffray

Piper Jaffray analyst Harsh Kumar lowered his estimates for Broadcom to reflect weakness in the data center, storage, and handset markets. For the January quarter, he thinks Broadcom is likely to make or beat the consensus earnings estimate due to CA cost synergies and share repurchases while delivering a small sales miss. For the April quarter guidance, Kumar believes Broadcom will slightly miss Street earnings estimates while also missing consensus revenue estimate. He expects the wireless, storage, and wired business segments to be weaker than previously expected, as global smartphone softness, slower data center spending, and a storage inventory correction impact the company. The analyst, however, boosted his price target to $310 and reiterates an Overweight rating on Broadcom.

AVGO Broadcom
$281.31

1.86 (0.67%)

01/16/19
KEYB
01/16/19
NO CHANGE
KEYB
Survey indicates increasingly disappointing demand for iPhone XR/XS/Max, says KeyBanc
KeyBanc analyst John Vinh says his latest carrier survey indicates increasingly disappointing demand for both Apple's (AAPL) iPhone XR and XS/Max, resulting in spiking carrier store inventories month over month. While initial demand for the iPhone XS/Max had been largely stable relative to the XR, which has been disappointing since launch, his latest survey indicates XS/Max sell-through slowed dramatically in December, as inventories for both XS models in addition to the XR have increased significantly month over month to over four days, which indicates this could be one of the most disappointing phone cycles since the 6s. As such, the analyst sees increasing risk to forward estimates at Broadcom (AVGO), Cirrus Logic (CRUS), Qorvo (QRVO), Skyworks (SWKS), and Synaptics (SYNA).
01/17/19
MZHO
01/17/19
UPGRADE
Target $100
MZHO
Buy
Xilinx upgraded to Buy from Neutral at Mizuho
Mizuho analyst Vijay Rakesh upgraded Xilinx (XLNX) to Buy with a $100 price target citing the company's exposure to 5G. Continued ramp and a "long runway" in 5G with higher dollar content should be a tailwind for Xilinx "versus some of the anemic growth in other verticals and peers," Rakesh tells investors in a research note. The analyst's top 2019 Semiconductor pick is Broadcom (AVGO).
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).
01/30/19
KEYB
01/30/19
NO CHANGE
KEYB
Apple muted iPhone results consistent with lowered expectations, says KeyBanc
KeyBanc analyst John Vinh views Apple's (AAPL) muted iPhone results and guidance as consistent with his lowered expectations related to the current iPhone cycle. Despite opportunities for content gains, the analyst thinks it will be "extremely challenging" for Apple supplier stocks, such as Cirrus Logic (CRUS), Qorvo (QRVO), Skyworks (SWKS), and Synaptics (SYNA), to work in the current cycle, as he anticipates declining iPhone shipments this year. His favorite Apple supply chain name remains Broadcom (AVGO), as he is increasingly confident in the company's M&A strategy and ability to diversify its exposure away from mobile, while continuing to gain share and grow content at Apple.

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GM

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NWSA

News Corp.

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$NSD

NASDAQ Market Internals

$0.00

(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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FOX

21st Century Fox

$50.60

0.14 (0.28%)

, FOXA

21st Century Fox

$50.89

0.15 (0.30%)

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FOX

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0.14 (0.28%)

FOXA

21st Century Fox

$50.89

0.15 (0.30%)

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  • 11

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DBVT

DBV Technologies

$7.70

-0.26 (-3.27%)

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JAMA editorial says DBV trial results 'not easy to interpret' »

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GME

GameStop

$11.15

0.12 (1.09%)

12:05
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Options
GameStop call volume above normal and directionally bullish »

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LTN

Union Acquisition Corp

$5.89

-1.44 (-19.65%)

12:00
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Union Acquisition Corp falls -17.3% »

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  • 27

    Feb

TDS

Telephone and Data

$32.14

-4.55 (-12.40%)

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Telephone and Data falls -12.5% »

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  • 22

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DPLO

Diplomat Pharmacy

$7.65

-5.81 (-43.16%)

12:00
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Diplomat Pharmacy falls -42.9% »

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PBI

Pitney Bowes

$8.25

1.225 (17.45%)

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SWM

Schweitzer-Mauduit

$41.20

6.51 (18.77%)

12:00
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Schweitzer-Mauduit rises 19.0% »

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W

Wayfair

$153.23

36.09 (30.81%)

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CAG

Conagra Brands

$23.13

-0.95 (-3.95%)

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ConAgra put volume heavy and directionally bearish »

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TKR

Timken

$43.82

0.41 (0.94%)

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  • 01

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KPTI

Karyopharm

$8.97

0.01 (0.11%)

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JEC

Jacobs Engineering

$74.22

0.45 (0.61%)

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

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  • 27

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TCDA

Tricida

$23.11

0.84 (3.77%)

11:46
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Tricida initiated  »

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UPS

UPS

$109.87

-1.89 (-1.69%)

11:45
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11:45
Options
UPS call volume above normal and directionally bullish »

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  • 03

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