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AMAT

Applied Materials

$42.30

-0.15 (-0.35%)

12:35
04/04/19
04/04
12:35
04/04/19
12:35

Applied Materials put volume heavy and directionally bearish

Bearish flow noted in Applied Materials with 13,353 puts trading, or 1.6x expected. Most active are 4/26 weekly 42 puts and 4/5 weekly 40.5 calls, with total volume in those strikes near 4,300 contracts. The Put/Call Ratio is 1.93, while ATM IV is up over 1 point on the day. Earnings are expected on May 16th.

AMAT Applied Materials
$42.30

-0.15 (-0.35%)

01/29/19
01/29/19
UPGRADE
Target $45

Outperform
Applied Materials upgraded to Outperform RBC Capital on steady Q3 recovery
As previously reported, RBC Capital analyst Mitch Steves upgraded Applied Materials (AMAT) to Outperform from Sector Perform and raised his price target to $45 from $38. The analyst notes that the current consensus already reflects his expectations of a down 2019, with expectations having been reset by Apple's (AAPL) negative pre-announcement, but believes that the company could begin a "soft and slow recovery" in Q3. Beyond the near term pressure, the analyst contends that a "memory supply/demand constraint could occur in 2020, OLED demand could ramp up as early as Q4 on smartphone & TV rebound, Data Center reinvestment could occur in the back half" of 2019 after a digestion phase in the first half.
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.
02/13/19
RBCM
02/13/19
NO CHANGE
RBCM
RBC Capital sees Google data centers news as positive for AMD, Nvidia
RBC Capital analyst Mitch Steves sees news of Google (GOOG; GOOGL) planning to spend about $13B to build new data centers in Nevada, Ohio, Texas and Nebraska along with additional expansion plans for the Virginia and NY City campuses as an incremental positive for AMD (AMD), Nvidia (NVDA), Arista Networks (ANET) and the Semi-cap equipment group, including Lam Research (LRCX), ASML (ASML), and Applied Materials (AMAT). One of the material concerns over the past few months has been hyperscale spending and this announcement should help quell fears surrounding a weaker spending environment, he contends.
02/15/19
DZBN
02/15/19
DOWNGRADE
DZBN
Hold
Applied Materials downgraded to Hold from Buy at DZ Bank

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BWA

BorgWarner

$43.50

-0.135 (-0.31%)

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BorgWarner sees Q2 adj. EPS 99c-$1.05, consensus $1.07 »

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VLO

Valero

$87.75

-2.53 (-2.80%)

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XRX

Xerox

$33.68

-0.53 (-1.55%)

06:35
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MMM

3M

$219.24

-0.28 (-0.13%)

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MMM

3M

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XRX

Xerox

$33.68

-0.53 (-1.55%)

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Earnings
Xerox reports Q1 adjusted EPS 91c, consensus 78c »

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BWA

BorgWarner

$43.50

-0.135 (-0.31%)

06:34
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Earnings
BorgWarner reports Q1 adj. EPS $1.00, consensus 95c »

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NTDOY

Nintendo

$0.00

(0.00%)

06:33
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Nintendo says sold 16.95M Switch units in FY19 »

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MMM

3M

$219.24

-0.28 (-0.13%)

06:33
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3M to cut 2,000 positions worldwide »

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LLEX

Lilis Energy

$1.11

-0.045 (-3.90%)

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Lilis Energy reports Q1 oil production 3,530 Bop/d »

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NTDOY

Nintendo

$0.00

(0.00%)

06:32
04/25/19
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06:32
Earnings
Breaking Earnings news story on Nintendo »

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TSLA

Tesla

$258.70

-5.15 (-1.95%)

06:31
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Tesla analyst commentary at Piper Jaffray »

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MMM

3M

$219.24

-0.28 (-0.13%)

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NTDOY

Nintendo

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Earnings
Nintendo reports FY profit per share Y1,615.51 vs. Y1,1623.30 last year »

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MMM

3M

$219.24

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Earnings
3M reports Q1 adjusted EPS $2.23, consensus $2.49 »

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NSANY

Nissan

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TPH

TRI Pointe

$14.27

0.12 (0.85%)

06:28
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TRI Pointe sees 2019 homebuilding gross margin 19%-20% »

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BCS

Barclays

$8.51

-0.085 (-0.99%)

06:28
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Barclays continues to target 2019 RoTE of greater than 9% »

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TPH

TRI Pointe

$14.27

0.12 (0.85%)

06:27
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TRI Pointe sees Q2 homebuilding gross margin 17% »

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BCS

Barclays

$8.51

-0.085 (-0.99%)

06:27
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Earnings
Barclays reports Q1 adjusted basic EPS 6.3p vs. 7.1p last year »

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CMG

Chipotle

$710.00

7.61 (1.08%)

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APC

Anadarko

$71.41

7.29 (11.37%)

06:26
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Downgrade
Anadarko rating change at Scotiabank »

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OC

Owens Corning

$52.48

-3.12 (-5.61%)

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Downgrade
Owens Corning rating change at Seaport Global »

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