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KLAC

KLA-Tencor

$108.19

0.02 (0.02%)

, ORBK

Orbotech

$65.80

2.85 (4.53%)

09:17
02/20/19
02/20
09:17
02/20/19
09:17

KLA-Tencor sees Orbotech acquisition 'immediately accretive'

KLA-Tencor (KLAC) announced the completion of the acquisition of Orbotech (ORBK). Under the terms of the agreement, Orbotech shareholders received $38.86 per share in cash, and 0.25 of a share of KLA common stock in exchange for each ordinary share of Orbotech, for a total consideration of $65.93 per share, based on the $108.26 closing sale price of KLA common stock on the Nasdaq Global Select Market on February 19. The transaction is expected to be immediately accretive to KLA's revenue growth model, non-GAAP earnings and free cash flow per share.

KLAC

KLA-Tencor

$108.19

0.02 (0.02%)

ORBK

Orbotech

$65.80

2.85 (4.53%)

KLAC KLA-Tencor
$108.19

0.02 (0.02%)

10/30/18
KEYB
10/30/18
NO CHANGE
Target $133
KEYB
Overweight
KLA-Tencor price target lowered to $133 from $152 at KeyBanc
KeyBanc analyst Weston Twigg lowered his price target for KLA-Tencor to $133 from $152 following quarterly results to reflect guidance and commentary. The analyst reiterates an Overweight rating on the shares as he views KLA-Tencor as well-positioned in 2019 relative to peers.
10/30/18
UBSW
10/30/18
NO CHANGE
Target $135
UBSW
Buy
KLA-Tencor remains preferred SPE stock at UBS
UBS analyst Timothy Arcuri said KLA-Tencor remains his favorite SPE stock with 2019 still set up as a big WFE share gain for the company. The analyst said the spending mix is set to shift to foundry/logic, and EUV is leading to finite spending dollars being re-allocated from wafer capacity to linear scaling stories like KLA. Arcuri reiterated his Buy rating and lowered his price target to $135 from $140 on KLA-Tencor shares.
01/23/19
SBSH
01/23/19
NO CHANGE
SBSH
Citi moves Lam Research to top pick in Semiconductor Capital Equipment
Citi analyst Atif Malik lowered his 2019 wafer-fab equipment spend estimate to $40B, or down 22% year-over-year, versus his prior $44B to reflect weak Korea memory spending. The analyst also moved Lam Research (LRCX) to his number one pick and Applied Materials (AMAT) to number two. Previous top pick KLA-Tencor (KLAC) moves down to number three to reflect "prior stock performance into and out of memory downturns." Among smaller caps, the analyst moves Brooks Automation (BRKS) up to his top pick "due to the strength of the life sciences portfolio which should bring stability to top line relative to semi peers." Malik thinks Semiconductor Capital Equipment group returns look attractive "with the rationale to buy and hold long-term."
02/11/19
STFL
02/11/19
NO CHANGE
Target $53
STFL
Buy
Applied Materials price target lowered to $53 from $63 at Stifel
Stifel analyst Patrick Ho noted that key peers of Applied Materials (AMAT), such as KLA-Tencor (KLAC) and Lam Research (LRCX), have cited a 2019 WFE outlook of mid-teen to high teens decline and he expects Applied to provide a similar outlook on its earnings call later this week. Given this view, Ho lowered his 2019 estimates for Applied and cut his price target on the stock to $53 from $63 ahead of the company's earnings release on Thursday. However, Ho maintains a Buy rating on Applied shares, citing his belief that both the stock and industry fundamentals are at or near a bottom.
ORBK Orbotech
$65.80

2.85 (4.53%)

03/20/18
JEFF
03/20/18
DOWNGRADE
Target $69
JEFF
Hold
Orbotech downgraded to Hold from Buy at Jefferies
Jefferies analyst Mark Lipacis downgraded Orbotech (ORBK) to Hold while raising his price target for the shares to $69 from $58. The analyst expects the proposed takeover by KLA-Tencor (KLAC) to be approved and go through without another bidder emerging.
03/20/18
NEED
03/20/18
DOWNGRADE
NEED
Hold
Orbotech downgraded to Hold from Buy at Needham
Needham analyst James Ricchiuti downgraded Orbotech (ORBK) to Hold from Buy after the company agreed to be acquired by KLA-Tencor (KLAC) in a $3.4B cash and stock deal. The analyst believes that the probability of competing bids emerging is low, with both companies' boards having approved the transaction.
03/20/18
OPCO
03/20/18
NO CHANGE
OPCO
Oppenheimer moving to Not Rated on Orbotech
Oppenheimer analyst Andrew Uerkwitz is removing his Outperform rating on Orbotech (ORBK) and moving to Not Rated after the company announced that KLA-Tencor (KLAC) will acquire the company for $38.86 in cash and 0.25 of a share of KLA-Tencor common stock in exchange for each ordinary share of ORBK, implying a total consideration of approximately $69.02 per share.
03/20/18
LSCM
03/20/18
DOWNGRADE
Target $69.02
LSCM
Hold
Orbotech downgraded to Hold from Buy at Lake Street
Lake Street analyst Jaeson Schmidt downgraded Orbotech (ORBK) to Hold from Buy after the company agreed to be acquired by KLA-Tencor (KLAC). He sees limited risk to the deal getting done, Schmidt tells investors.

TODAY'S FREE FLY STORIES

PG

Procter & Gamble

$122.22

0.37 (0.30%)

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Coca-Cola

$53.90

-0.62 (-1.14%)

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CL

Colgate-Palmolive

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CMCSA

Comcast

$46.36

-0.32 (-0.69%)

, CMCSK

Comcast

$0.00

(0.00%)

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CMCSA

Comcast

$46.36

-0.32 (-0.69%)

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Comcast

$0.00

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DAL

Delta Air Lines

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FANG

Diamondback Energy

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EHC

Encompass Health

$64.41

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FB

Facebook

$189.88

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JNJ

Johnson & Johnson

$131.73

1.75 (1.35%)

MSFT

Microsoft

$139.34

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YUM

Yum! Brands

$112.31

-1.83 (-1.60%)

, MCD

McDonald's

$209.44

-1.12 (-0.53%)

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YUM

Yum! Brands

$112.31

-1.83 (-1.60%)

MCD

McDonald's

$209.44

-1.12 (-0.53%)

CMG

Chipotle

$835.17

3.67 (0.44%)

CBRL

Cracker Barrel

$166.12

-0.23 (-0.14%)

WEN

Wendy's

$20.77

0.22 (1.07%)

QSR

Restaurant Brands

$72.64

-1.24 (-1.68%)

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SFTBF

SoftBank

$0.00

(0.00%)

, SFTBY

SoftBank

$0.00

(0.00%)

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SoftBank

$0.00

(0.00%)

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SoftBank

$0.00

(0.00%)

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REAL

RealReal

$17.00

0.21 (1.25%)

07:57
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RealReal among year's more under-the-radar IPOs, Barron's says »

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CVS

CVS Health

$64.28

0.65 (1.02%)

, WAB

Wabtec

$74.01

0.26 (0.35%)

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Opioid crisis could hurt investors, Barron's says »

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CVS

CVS Health

$64.28

0.65 (1.02%)

WAB

Wabtec

$74.01

0.26 (0.35%)

ABC

AmerisourceBergen

$85.13

0.475 (0.56%)

CAH

Cardinal Health

$47.89

-0.14 (-0.29%)

MCK

McKesson

$146.83

1.06 (0.73%)

MYL

Mylan

$21.01

0.03 (0.14%)

AMRX

Amneal Pharmaceuticals

$3.34

0.21 (6.71%)

ABT

Abbott

$83.56

0.35 (0.42%)

MNK

Mallinckrodt

$2.46

0.01 (0.41%)

ENDP

Endo

$3.48

0.115 (3.42%)

TEVA

Teva

$7.44

-0.08 (-1.06%)

JNJ

Johnson & Johnson

$131.73

1.75 (1.35%)

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DDAIF

Daimler AG

$0.00

(0.00%)

, FCAU

Fiat Chrysler

$13.52

-0.11 (-0.81%)

07:13
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On The Fly
Week in Review: How Trump's policies moved stocks »

Catch up on the top…

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$13.52

-0.11 (-0.81%)

F

Ford

$9.16

0.06 (0.66%)

GM

General Motors

$37.37

-0.41 (-1.09%)

HMC

Honda

$26.68

0.03 (0.11%)

NSANY

Nissan

$0.00

(0.00%)

TSLA

Tesla

$240.62

-5.89 (-2.39%)

TM

Toyota

$136.72

0.12 (0.09%)

VWAGY

Volkswagen

$0.00

(0.00%)

FB

Facebook

$189.88

-0.27 (-0.14%)

AGU

Agrium

$0.00

(0.00%)

ANDE

Andersons

$26.28

-0.56 (-2.09%)

ADM

Archer Daniels

$40.94

0.05 (0.12%)

BG

Bunge

$55.91

-0.26 (-0.46%)

CF

CF Industries

$49.28

-0.76 (-1.52%)

CMP

Compass Minerals

$56.29

-1.765 (-3.04%)

IPI

Intrepid Potash

$3.43

0.01 (0.29%)

POT

Potash

$0.00

(0.00%)

SYT

Syngenta

$0.00

(0.00%)

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UPS

UPS

$120.71

1.61 (1.35%)

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UPS management to meet with UBS »

Meetings to be held in…

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DIS

Disney

$132.18

-1.14 (-0.86%)

, T

AT&T

$37.92

0.78 (2.10%)

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Periodicals
Disney reaches TV carriage agreement with AT&T, Bloomberg says »

The deal includes ESPN on…

DIS

Disney

$132.18

-1.14 (-0.86%)

T

AT&T

$37.92

0.78 (2.10%)

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BA

Boeing

$379.33

-5.28 (-1.37%)

18:15
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Icelandair reaches deal for Boeing to cover costs associated with 737, WSJ says »

Icelandair Group said it…

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MCF

Contango Oil & Gas

$1.71

-0.07 (-3.93%)

17:58
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Karlin Asset Management reports 11.4% passive stake in Contango Oil & Gas »

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GLD

SPDR Gold Shares

$142.97

1.68 (1.19%)

17:41
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SPDR Gold Shares holdings rise to 894.15MT from 883.60MT »

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VXRT

Vaxart

$0.58

-0.0307 (-5.03%)

17:37
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Vaxart files to sell 15.6M shares of common stock »

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AAPL

Apple

$217.69

-3.22 (-1.46%)

17:34
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Apple given tariff exclusion on certain Mac Pro parts, Bloomberg says »

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IIVI

II-VI

$39.05

-0.5 (-1.26%)

, CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

17:31
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II-VI to enter S&P 400; Callon Petroleum, PriceSmart to enter S&P SmallCap600 »

S&P SmallCap 600…

IIVI

II-VI

$39.05

-0.5 (-1.26%)

CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

FNSR

Finisar

$24.31

1.25 (5.42%)

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NVR

NVR

$3,632.55

-30.45 (-0.83%)

, JEF

Jefferies Financial Group

$19.47

-0.19 (-0.97%)

17:26
09/20/19
09/20
17:26
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17:26
Hot Stocks
NVR to replace Jefferies Financial Group in the S&P 500 at open on September 26 »

NVR (NVR) will replace…

NVR

NVR

$3,632.55

-30.45 (-0.83%)

JEF

Jefferies Financial Group

$19.47

-0.19 (-0.97%)

SPB

Spectrum Brands

$49.66

-1.395 (-2.73%)

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NOC

Northrop Grumman

$368.25

-7.45 (-1.98%)

17:24
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09/20
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17:24
Hot Stocks
Northrop Grumman subsidiary awarded $1.12B Missile Defense Agency contract »

Orbital Sciences, or OSC,…

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PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

, FNSR

Finisar

$24.31

1.25 (5.42%)

17:23
09/20/19
09/20
17:23
09/20/19
17:23
Hot Stocks
Breaking Hot Stocks news story on PriceSmart, Finisar »

PriceSmart to replace…

PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

FNSR

Finisar

$24.31

1.25 (5.42%)

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IIVI

II-VI

$39.05

-0.5 (-1.26%)

, CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

17:22
09/20/19
09/20
17:22
09/20/19
17:22
Hot Stocks
Breaking Hot Stocks news story on II-VI, Callon Petroleum »

II-VI to replace Callon…

IIVI

II-VI

$39.05

-0.5 (-1.26%)

CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

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NVR

NVR

$3,632.55

-30.45 (-0.83%)

17:20
09/20/19
09/20
17:20
09/20/19
17:20
Hot Stocks
Breaking Hot Stocks news story on NVR »

NVR to replace Jefferies…

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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NHYDY

Norsk Hydro

$0.00

(0.00%)

17:12
09/20/19
09/20
17:12
09/20/19
17:12
Hot Stocks
Norsk Hydro discloses federal court in Brazil lifts embargo on Alunortes »

The Federal Court in…

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RESN

Resonant

$3.05

0.02 (0.66%)

17:03
09/20/19
09/20
17:03
09/20/19
17:03
Conference/Events
Resonant participates in a conference call with Loop Capital »

Semiconductor Analysts…

03/08/13
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NINE

Nine Energy Services

$6.73

-0.33 (-4.67%)

17:02
09/20/19
09/20
17:02
09/20/19
17:02
Syndicate
Breaking Syndicate news story on Nine Energy Services »

Nine Energy Services…

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ATOM

Atomera

$3.70

0.17 (4.82%)

17:00
09/20/19
09/20
17:00
09/20/19
17:00
Conference/Events
Atomera participates in a conference call with Loop Capital »

Semiconductor Analysts…

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MPWR

Monolithic Power

$154.21

-2 (-1.28%)

16:50
09/20/19
09/20
16:50
09/20/19
16:50
Conference/Events
Monolithic Power participates in a conference call with Loop Capital »

Semiconductor Analysts…

03/08/13
Wedge Partners
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