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QCOM

Qualcomm

$72.49

15.3 (26.75%)

18:09
04/16/19
04/16
18:09
04/16/19
18:09

Qualcomm upgraded to Buy from Hold at Stifel

Stifel analyst Kevin Cassidy upgraded Qualcomm (QCOM) to Buy and raised his price target to $100 from $57, saying today's "surprise" agreement with Apple (AAPL) to settle all pending litigation removes a legal overhang that persisted for the past two years. The analyst also contends that the concession made by Apple was designed to make sure that a 5G iPhone would be available in the market in 2020 and may signal that Intel's (INTC) 5G modem "may not be production-ready" next year. Shares of Qualcomm have extended their late session 23% spike on the news with another 5.8% gain afterhours, while Intel is trading down about 0.6%.

  • 01

    May

QCOM Qualcomm
$72.49

15.3 (26.75%)

03/27/19
MSCO
03/27/19
NO CHANGE
MSCO
Morgan Stanley still unsure who will have upper hand in Qualcomm, Apple fight
Morgan Stanley analyst James Faucette called yesterday a "modestly good one" for Qualcomm (QCOM) in terms of its legal fight with Apple (AAPL), though he calls the final ruling on ITC case #1 for patent '490 "confusing." Also "somewhat confusingly," the ITC issued its preliminary findings in a separate case, which he calls case #2. That ruling was an "unequivocal positive" for Qualcomm, though its magnitude is uncertain. Following the mixed developments in the ITC cases, Faucette said he still doesn't know who will have the upper hand, though he expects these and other upcoming rulings will ultimately push Qualcomm and Apple to a reconciliation. However, unless there is strong demand for 5G phones during 2019, Apple may be willing to bide its time and not seek a full resolution during this year, Faucette concluded.
03/27/19
03/27/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Qualcomm (QCOM) initiated with a Neutral at JPMorgan. 2. Occidental Petroleum (OXY) initiated with a Perform at Oppenheimer. 3. Boeing (BA) resumed with a Buy at Citi. 4. Square (SQ) initiated with an Outperform at Macquarie. 5. Frontdoor (FTDR) initiated with an Outperform at William Blair. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/04/19
ARGS
04/04/19
NO CHANGE
Target $85
ARGS
Buy
Qualcomm CFO exit immaterial, says Argus
Argus analyst Jim Kelleher is keeping his Buy rating and $85 price target on Qualcomm (QCOM), saying the latest announcement that its CFO George Davis is stepping down to join Intel (INTC) is immaterial and a "side show". The analyst sees the real "main event" risk with the company's upcoming trial this month in a dispute with Apple (AAPL), which has alleged that Qualcomm's licensing model is illegal. Kelleher contends however that Qualcomm's licensing model has "repeatedly been validated" and the company has "withstood multiple legal challenges over the past two decades".
04/16/19
STFL
04/16/19
UPGRADE
STFL
Buy
Qualcomm upgraded to Buy from Hold at Stifel

TODAY'S FREE FLY STORIES

CURO

Curo Group

$10.96

0.16 (1.48%)

04:55
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Curo Group management to meet with Jefferies »

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AON

Aon plc

$175.38

-0.14 (-0.08%)

, MMC

Marsh & McLennan

$93.76

-0.62 (-0.66%)

04:55
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Willis Towers Watson »

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AON

Aon plc

$175.38

-0.14 (-0.08%)

MMC

Marsh & McLennan

$93.76

-0.62 (-0.66%)

WLTW

Willis Towers Watson

$177.37

0.45 (0.25%)

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ISRG

Intuitive Surgical

$528.04

3.29 (0.63%)

21:07
04/18/19
04/18
21:07
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21:07
Recommendations
Intuitive Surgical analyst commentary at Piper Jaffray »

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UBER

Uber

$0.00

(0.00%)

, TM

Toyota

$125.10

0.93 (0.75%)

20:35
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Uber confirms investment from Toyota, DENSO and SoftBank Vision Fund »

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UBER

Uber

$0.00

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TM

Toyota

$125.10

0.93 (0.75%)

DNZOY

Denso

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

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  • 05

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FIX

Comfort Systems USA

$57.58

0.06 (0.10%)

20:08
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04/18
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20:08
Hot Stocks
Comfort Systems USA discloses ransomware attack virus »

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NSANY

Nissan

$0.00

(0.00%)

, RNSDF

Renault

$0.00

(0.00%)

19:29
04/18/19
04/18
19:29
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19:29
Periodicals
Nissan to cut global output by 15% in FY19/20, Nikkei reports »

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NSANY

Nissan

$0.00

(0.00%)

RNSDF

Renault

$0.00

(0.00%)

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FE

FirstEnergy

$40.51

0.28 (0.70%)

19:13
04/18/19
04/18
19:13
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19:13
Hot Stocks
FirstEnergy CEO 'pleased' FES submitted revised disclosure statement »

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  • 24

    Apr

TSLA

Tesla

$273.25

2.13 (0.79%)

19:03
04/18/19
04/18
19:03
04/18/19
19:03
Periodicals
Tesla CEO, SEC granted one more week to resolve tweet dispute, WSJ says »

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  • 22

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EXPO

Exponent

$56.39

0.23 (0.41%)

, AKRX

Akorn

$2.77

-0.16 (-5.46%)

18:57
04/18/19
04/18
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Fly Intel: After Hours Movers »

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EXPO

Exponent

$56.39

0.23 (0.41%)

AKRX

Akorn

$2.77

-0.16 (-5.46%)

ZSAN

Zosano Pharma

$3.41

-0.11 (-3.13%)

FAST

Fastenal

$71.08

0.95 (1.35%)

APHA

Aphria

$7.65

-0.165 (-2.11%)

ISRG

Intuitive Surgical

$528.04

3.29 (0.63%)

PBCT

People's United

$17.12

-0.21 (-1.21%)

I

Intelsat

$19.48

0.235 (1.22%)

LLY

Eli Lilly

$115.20

-1.23 (-1.06%)

PFE

Pfizer

$39.37

-0.5 (-1.25%)

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FIVE

Five Below

$141.65

1.82 (1.30%)

18:44
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04/18
18:44
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Hot Stocks
Five Below CEO: There is potential for 2,500+ stores in the U.S »

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LBRT

Liberty Oilfield Services

$16.60

-0.59 (-3.43%)

18:39
04/18/19
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Hot Stocks
Liberty Oilfield Services CFO sells 90,000 Class A common shares »

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VNO

Vornado

$67.02

0.77 (1.16%)

18:37
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Vornado sells 45% equity in flagship NYC assets to institutional investors »

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  • 30

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CHKP

Check Point

$120.01

-9.56 (-7.38%)

18:26
04/18/19
04/18
18:26
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18:26
Recommendations
Check Point analyst commentary at Jefferies »

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  • 18

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CAG

Conagra Brands

$30.53

0.405 (1.34%)

18:11
04/18/19
04/18
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Hot Stocks
Conagra Brands director Gregor buys 10K shares of common stock »

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  • 18

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UNP

Union Pacific

$176.70

7.5 (4.43%)

17:52
04/18/19
04/18
17:52
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17:52
Periodicals
Union Pacific halts construction of $550M facility in Texas, WSJ reports »

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  • 18

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SO

Southern Company

$51.95

-0.22 (-0.42%)

17:47
04/18/19
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17:47
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17:47
Hot Stocks
Southern Company to sell Nacogdoches Generating Facility for $460M »

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  • 01

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TSLA

Tesla

$273.25

2.13 (0.79%)

17:46
04/18/19
04/18
17:46
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17:46
Periodicals
Tesla CEO Musk, SEC ask for extension to settle tweet dispute, Reuters says »

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  • 22

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GLD

SPDR Gold Shares

$120.40

0.09 (0.07%)

17:44
04/18/19
04/18
17:44
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17:44
Hot Stocks
SPDR Gold Shares holdings fall to 751.68MT from 752.86MT »

This is the lowest level…

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OSW

OneSpaWorld

$13.77

(0.00%)

17:37
04/18/19
04/18
17:37
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17:37
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Breaking Syndicate news story on OneSpaWorld »

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SCHW

Charles Schwab

$45.57

-0.53 (-1.15%)

17:36
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Charles Schwab EVP Murtagh sells 23.2K shares of common stock »

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OSW

OneSpaWorld

$13.77

(0.00%)

17:36
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Breaking Syndicate news story on OneSpaWorld »

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SHLD

Sears

$0.00

(0.00%)

17:32
04/18/19
04/18
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17:32
Hot Stocks
Sears delays filing 10-K form »

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