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NVDA

Nvidia

$161.12

10.45 (6.94%)

, MLNX

Mellanox

$117.92

8.605 (7.87%)

07:05
03/12/19
03/12
07:05
03/12/19
07:05

Nvidia price target raised to $210 from $195 at SunTrust

SunTrust analyst William Stein raised his price target on Nvidia (NVDA) to $210 and kept his Buy rating after its announced acquisition of Melanox (MLNX), saying that while the deal is "defensive" because of its timing during a period of weak demand, it also fits the "strategic and financial" needs. The analyst contends that Nvidia would have been more threatened if Intel (INTC) or Xilinx (XLNX) purchased Melanox, adding that his assumed valuation multiple reflects the company's "structural growth" even though its stock is trading at a discount to its growth tech peers.

NVDA

Nvidia

$161.12

10.45 (6.94%)

MLNX

Mellanox

$117.92

8.605 (7.87%)

INTC

Intel

$53.34

0.86 (1.64%)

XLNX

Xilinx

$121.94

3.28 (2.76%)

  • 19

    Mar

  • 25

    Mar

NVDA Nvidia
$161.12

10.45 (6.94%)

02/25/19
JPMS
02/25/19
NO CHANGE
JPMS
JPMorgan recommends staying overweight Semiconductor group
JPMorgan analyst Harlan Sur believes the Semiconductor bottoming these is playing out and he tells investors to stay overweight the group. His top picks continue to be Broadcom and Lam Research (LRCX), and he also favors Intel (INTC), Nvidia (NVDA), Micron (MU), Maxim Integrated (MXIM), and small caps Inphi (IPHI) and Mellanox (MLNX). Sur says the "longer-term compute/networking/storage and memory spending trends in cloud/hypsercale will be a strong driver for the group."
03/12/19
LEHM
03/12/19
DOWNGRADE
Target $125
LEHM
Equal Weight
Mellanox downgraded to Equal Weight from Overweight at Barclays
Barclays analystTavy Rosner downgraded Mellanox Technologies (MLNX) to Equal Weight from Overweight following the acquisition by Nvidia (NVDA). The analyst raised his price target for the shares to $125 from $108.
03/11/19
OPCO
03/11/19
NO CHANGE
Target $190
OPCO
Outperform
Nvidia bolsters datacenter market position with Mellanox deal, says Oppenheimer
Oppenheimer analyst Rick Schafer said Nvidia's (NVDA) acquisition of Mellanox (MLNX), "while small," bolsters the former's datacenter market position by combining Nvidia's "dominant" AI-accelerator business with Mellanox's established position in networking interconnect. He estimates the deal is 5% accretive to his standalone Nvidia EPS estimates for calendar 2020 and 7-8% accretive including $150M in estimated cost savings. Schafer keeps an Outperform rating and $190 price target on Nvidia shares.
03/11/19
STFL
03/11/19
NO CHANGE
STFL
Nvidia continues evolution with deal for Mellanox, says Stifel
Stifel analyst Kevin Cassidy applauded Nvidia's (NVDA) bid to acquire Mellanox (MLNX), noting that Nvidia said on its associated call regarding the deal that the acquisition continues the company's evolution from a chip company to a platform provider, and eventually a "data center level company." Cassidy, who sees Nvidia parallel computing technology combined with Mellanox interconnects as key ingredients for next generation data centers, has a Hold rating on Nvidia shares and a Buy rating on Mellanox.
MLNX Mellanox
$117.92

8.605 (7.87%)

03/11/19
SUSQ
03/11/19
DOWNGRADE
SUSQ
Neutral
Mellanox downgraded to Neutral from Positive at Susquehanna
Susquehanna analyst Christopher Rolland downgraded Mellanox (MLNX) to Neutral from Positive following the company's announcement of an agreement to be acquired by Nvidia (NVDA).
INTC Intel
$53.34

0.86 (1.64%)

03/06/19
OTRG
03/06/19
NO CHANGE
OTRG
Apple likely to use Intel 5G modem in 2020 iPhones, says OTR Global
OTR Global said after discussions with executives in the Asian supply chain that it believes Apple (AAPL) is most likely to use Intel's (INTC) 5G modem in its 2020 iPhones, but probably would use multiple vendors for RF solutions. Aside from Skyworks (SWKS), which has a partnership with Intel, possible RF vendors for the 2020 iPhones include Broadcom (AVGO), Qorvo (QRVO) and Murata, OTR stated in its note to investors.
02/26/19
DBAB
02/26/19
NO CHANGE
Target $65
DBAB
Buy
Intel price target raised to $65 from $55 at Deutsche Bank
Deutsche Bank analyst Ross Seymore raised his price target for Intel to $65 after CEO Bob Swan highlighted his vision for both a quantitative and qualitative transformation. By enlarging the total addressable market, Intel not only signals its growth intentions, but also shifts the perspective of its employees "from playing defense on its dominant position in PCs/servers to taking an offensive tack in aggressively attacking share gain opportunities," Seymore tells investors in a research note. The analyst keeps a Buy rating on the shares.
03/12/19
SBSH
03/12/19
NO CHANGE
SBSH
Neutral
Citi sees downside risk to Intel estimates after notebook shipments drop 22%
February notebook shipments decreased 22% month-over-month, below normal seasonality of down 4% due to Chinese New Year, Citi analyst Christopher Danely tells investors in a research note. This follows an above-seasonal January, adds the analyst. Intel expects revenue growth of 1% year-over-year in 2019 along with earnings growth of 2%, both of which require a "strong revenue ramp" after Q1, says Danely. He believes this will be "very difficult" to achieve given the inventory build in microprocessors and a slower overall demand environment. As a result, his 2019 earnings estimate for Intel is 8% below consensus, and he believes "there could be downside to even our estimates." Danely reiterates a Neutral rating on Intel.
XLNX Xilinx
$121.94

3.28 (2.76%)

02/22/19
BARD
02/22/19
NO CHANGE
Target $120
BARD
Outperform
Xilinx price target raised to $120 from $105 at Baird
Baird analyst Tristan Gerra raised his price target on Xilinx to $120 from $105 as he sees the company transitioning to a higher growth model driven by new markets, higher content/network on chip architectures, its rapidly growing SDAccel ecosystem, and potential acquisitions. Gerra reiterated his Outperform rating on Xilinx shares.
02/26/19
KEYB
02/26/19
NO CHANGE
Target $140
KEYB
Overweight
Xilinx price target raised to $140 from $110 at KeyBanc
KeyBanc analyst Brandon Nispel raised his price target for Xilinx (XLNX) to $140 from $110 as the Samsung (SSNLF) 5G base station announcement gives him increased confidence the company is well positioned to see outsized benefit from the 5G upgrade cycle given its market share increase. The analyst reiterates an Overweight rating on the shares.
03/04/19
BMOC
03/04/19
DOWNGRADE
Target $125
BMOC
Market Perform
Xilinx downgraded to Market Perform from Outperform at BMO Capital
BMO Capital analyst Ambrish Srivastava downgraded Xilinx to Market Perform from Outperform while raising his price target for the shares to $125 from $100. The chipmaker closed Friday up $1.34 to $126.64. The risk/reward is no longer at these share levels, Srivastava tells investors in a research note. The current valuation reasonably reflects the opportunity in front of Xilinx, adds the analyst. As such, Srivastava finds it hard to justify an Outperform rating.
03/04/19
BMOC
03/04/19
UPGRADE
Target $30
BMOC
Outperform
ON Semiconductor upgraded to Outperform from Market Perform at BMO Capital
BMO Capital analyst Ambrish Srivastava upgraded ON Semiconductor to Outperform from Market Perform and raised his price target for the shares to $30 from $20. The analyst this morning also downgraded Xilinx (XLNX) to Market Perform from Outperform. He believes ON will continue to execute on its strategic focuses and will remain structurally more profitable going forward. Srivastava recommends buying the shares "on the inevitable lowering in lead times." He sees downside to $17 per share, with upside to $35.

TODAY'S FREE FLY STORIES

21:25
03/25/19
03/25
21:25
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21:25
General news
Fed's Rosengren warned that U.S. Q1 growth is likely to be weak »

Fed's Rosengren…

BBBY

Bed Bath & Beyond

$13.87

0.17 (1.24%)

20:44
03/25/19
03/25
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20:44
Periodicals
Activist firms seek to replace Bed Bath & Beyond board, CEO, WSJ says »

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  • 10

    Apr

RTN

Raytheon

$180.58

-0.82 (-0.45%)

, BA

Boeing

$370.52

8.37 (2.31%)

20:36
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03/25
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20:36
Hot Stocks
Raytheon kill vehicle hits ICBM target in first dual-salvo test »

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RTN

Raytheon

$180.58

-0.82 (-0.45%)

BA

Boeing

$370.52

8.37 (2.31%)

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  • 28

    May

20:35
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General news
The "Summary of Opinions" from the BoJ's March meeting »

The "Summary of…

WHD

Cactus

$36.03

1.225 (3.52%)

20:27
03/25/19
03/25
20:27
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20:27
Hot Stocks
Cactus VP of Operations sells 229K shares of common stock »

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CCL

Carnival

$56.67

-0.065 (-0.11%)

, MKC

McCormick

$143.88

1.58 (1.11%)

20:25
03/25/19
03/25
20:25
03/25/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

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CCL

Carnival

$56.67

-0.065 (-0.11%)

MKC

McCormick

$143.88

1.58 (1.11%)

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  • 26

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  • 27

    Mar

CRTO

Criteo

$21.99

-3.4 (-13.39%)

20:19
03/25/19
03/25
20:19
03/25/19
20:19
Downgrade
Criteo rating change at KeyBanc »

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SSNLF

Samsung

$0.00

(0.00%)

20:02
03/25/19
03/25
20:02
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20:02
Periodicals
Samsung sees weaker environment for display, memory in Q1, Bloomberg says »

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BA

Boeing

$370.52

8.37 (2.31%)

19:51
03/25/19
03/25
19:51
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19:51
Hot Stocks
U.S. MDA and Boeing Complete Historic Missile Defense Test »

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  • 28

    May

MCD

McDonald's

$185.66

-1.11 (-0.59%)

19:49
03/25/19
03/25
19:49
03/25/19
19:49
Periodicals
McDonald's purchase price of Dynamic Yield above $300M, Bloomberg says »

The purchase of Dynamic…

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  • 30

    Apr

  • 28

    May

SSNLF

Samsung

$0.00

(0.00%)

19:32
03/25/19
03/25
19:32
03/25/19
19:32
Periodicals
Breaking Periodicals news story on Samsung »

Samsung sees Q1 below…

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AWR

American States Water

$71.51

0.505 (0.71%)

19:22
03/25/19
03/25
19:22
03/25/19
19:22
Hot Stocks
American States Water CEO sells 12.4K shares of common stock »

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MEOH

Methanex

$56.35

-1.38 (-2.39%)

19:10
03/25/19
03/25
19:10
03/25/19
19:10
Hot Stocks
Methanex confirms receipt of director nominees notice from M&G »

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BECN

Beacon Roofing

$34.14

0.81 (2.43%)

, SAEX

SAExploration

$4.03

0.13 (3.33%)

18:55
03/25/19
03/25
18:55
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18:55
Hot Stocks
Fly Intel: After Hours Movers »

DOWN AFTER EARNINGS:…

BECN

Beacon Roofing

$34.14

0.81 (2.43%)

SAEX

SAExploration

$4.03

0.13 (3.33%)

IQ

iQIYI

$24.01

-0.86 (-3.46%)

MYOK

MyoKardia

$51.87

-2.44 (-4.49%)

CTMX

CytomX Therapeutics

$10.76

0.33 (3.16%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 26

    Mar

  • 26

    Mar

  • 21

    May

  • 27

    Mar

HPQ

HP Inc.

$18.97

-0.4 (-2.07%)

18:48
03/25/19
03/25
18:48
03/25/19
18:48
Periodicals
HP lawyer tells court Autonomy's Lynch inflated sales data, Reuters says »

A lawyer for HP told a…

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  • 23

    Apr

PEGA

Pegasystems

$63.61

-0.27 (-0.42%)

18:45
03/25/19
03/25
18:45
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18:45
Hot Stocks
Pegasystems CEO: We are massively changing our marketing strategy »

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  • 22

    May

SMTC

Semtech

$52.59

-0.38 (-0.72%)

18:32
03/25/19
03/25
18:32
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18:32
Hot Stocks
Semtech CEO sells 25K shares of common stock »

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  • 25

    Mar

TMO

Thermo Fisher

$268.89

5.015 (1.90%)

18:24
03/25/19
03/25
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18:24
Hot Stocks
Thermo Fisher CEO: We have a very disciplined M&A process »

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DJX

Dow Jones Industrial Average

$0.00

(0.00%)

, SPX

S&P 500

$0.00

(0.00%)

18:24
03/25/19
03/25
18:24
03/25/19
18:24
Periodicals
Parliament forces votes on Brexit plan options, Bloomberg reports »

Lawmakers of U.K.…

DJX

Dow Jones Industrial Average

$0.00

(0.00%)

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.99

-0.56 (-0.20%)

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MCD

McDonald's

$185.66

-1.11 (-0.59%)

18:23
03/25/19
03/25
18:23
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18:23
Hot Stocks
McDonald's to acquire Dynamic Yield, terms not stated »

McDonald's announced…

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  • 30

    Apr

  • 28

    May

BA

Boeing

$370.52

8.37 (2.31%)

18:22
03/25/19
03/25
18:22
03/25/19
18:22
Periodicals
Boeing software fix to prevent repeated activiation of MCAS, Reuters says »

A Boeing software repair…

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  • 28

    May

ACHC

Acadia

$29.47

-0.59 (-1.96%)

17:58
03/25/19
03/25
17:58
03/25/19
17:58
Hot Stocks
Acadia says President Brett Turner leaving by mutual agreement »

Brent Turner, President…

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AAPL

Apple

$188.78

-2.33 (-1.22%)

17:41
03/25/19
03/25
17:41
03/25/19
17:41
Recommendations
Apple analyst commentary at Piper Jaffray »

Apple price target raised…

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  • 25

    Mar

  • 03

    Jun

ZFGN

Zafgen

$2.70

-0.15 (-5.26%)

17:38
03/25/19
03/25
17:38
03/25/19
17:38
Hot Stocks
Armistice Capital reports 5.6% passive stake in Zafgen »

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NOC

Northrop Grumman

$268.56

0.27 (0.10%)

17:36
03/25/19
03/25
17:36
03/25/19
17:36
Hot Stocks
Northrop Grumman awarded $245.05M Navy contract modification »

Northrop Grumman has been…

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