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AMBA

Ambarella

$44.23

-0.35 (-0.79%)

, ON

ON Semiconductor

$18.74

0.41 (2.24%)

09:18
05/22/19
05/22
09:18
05/22/19
09:18

Ambarella revenue could be at risk from U.S. restrictions, says Morgan Stanley

Morgan Stanley analyst Joseph Moore noted the New York Times article that Chinese video surveillance company HIKvision is at risk of being placed on a U.S. blacklist, which he said could present risk to Ambarella (AMBA) and ON Semiconductor (ON). Ambarella's total revenue exposure from sale of video processing chips to HIKvision is likely in the high teens percentage of sales, estimates Moore, who added that he expects a pipeline of new computer vision products to ramp with the Chinese drone company. Ambarella has similar high teens exposure to another Chinese customer, Dahua, which was also mentioned in the article, Moore said. ON semiconductor has "small" exposure to HIKvision, with low single digit percentage of sales within its industrial segment, according to Moore. In pre-market trading, Ambarella shares are down nearly 15% to $37.67.

AMBA

Ambarella

$44.23

-0.35 (-0.79%)

ON

ON Semiconductor

$18.74

0.41 (2.24%)

  • 28

    May

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    Jun

AMBA Ambarella
$44.23

-0.35 (-0.79%)

01/14/19
NEED
01/14/19
NO CHANGE
NEED
Hold
Needham more positive on Ambarella processors after CES
Needham analyst N. Quinn Bolton kept his Hold rating on Ambarella after its CES presentations, saying that while the meetings have highlighted a "cautious demand environment" in the industry, he has turned more "positive on the maturity of the company's CVflow". The analyst notes that the combined third party software running on Ambarella 's CV22 processors "offered similar detection and classification performance to competing systems at very low power levels", adding that he was also "impressed with the company's stereo camera based demonstrations for both near-field and far-field object detection and depth perception."
03/06/19
CHLM
03/06/19
UPGRADE
CHLM
Buy
Ambarella upgraded to Buy from Hold at Craig-Hallum
03/06/19
03/06/19
UPGRADE
Target $53

Buy
Ambarella upgraded to Buy at Craig-Hallum
As previously reported, Craig-Hallum analyst Richard Shannon upgraded Ambarella to Buy from Hold as he sees sales inflection coming in 2H, and as multiple indicators suggest growth in auto and security, supported by computer vision-enabled products. The analyst also raised his price target on the shares to $53 from $42.
03/06/19
03/06/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Kohl's (KSS) upgraded to Neutral from Underweight at Atlantic Equities. 2. Volaris (VLRS) double upgraded to Buy from Sell at Goldman Sachs. 3. Mylan (MYL) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst David Risinger saying he believes the stock "can finally outperform" for the remainder of 2019 following a substantial reset that has the shares trading near the bottom end of their historical range of the past five years and at a historical discount to peers. 4. PNC Financial (PNC) upgraded to Outperform from Neutral at Macquarie with analyst David Konrad citing recent multiple compression, high BlackRock estimates and potential regulatory change for capital deductions. 5. Ambarella (AMBA) upgraded to Buy from Hold at Craig-Hallum with analyst Richard Shannon saying he sees sales inflection coming in the second half, and as multiple indicators suggest growth in auto and security, supported by computer vision-enabled products. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
ON ON Semiconductor
$18.74

0.41 (2.24%)

04/17/19
LBOW
04/17/19
DOWNGRADE
LBOW
Neutral
ON Semiconductor downgraded to Neutral from Buy at Longbow
04/17/19
LBOW
04/17/19
DOWNGRADE
LBOW
Neutral
Longbow downgrades Texas Instruments, three other semis to Neutral
Longbow analyst Shawn Harrison downgraded Diodes (DIOD), ON Semiconductor (ON), Littelfuse (LFUS) and Texas Instruments (TXN) to Neutral from Buy to reflect a more conservative view of Q2 and second half sales growth relative to consensus expectations. Recent channel checks provided a more cautious view into any recovery given uncertainty in bookings in China and Europe, greater excess inventory than previously realized, and a return of semi pricing pressure, Harrison tells investors in a research note. Valuations also play a role in his downgrades of Littelfuse, Texas Instruments. For Diodes and ON Semiconductor, Harrison believes the slower demand recovery and a return of price declines will "mute clear secular tailwinds and weigh on sentiment, limiting upside."
04/30/19
JEFF
04/30/19
UPGRADE
JEFF
Buy
ON Semiconductor upgraded to Buy from Hold at Jefferies
Jefferies upgraded ON Semiconductor to Buy from Hold following the company's Q1 results.
04/30/19
JEFF
04/30/19
UPGRADE
Target $29
JEFF
Buy
Jefferies upgrades ON Semiconductor to Buy, says fundamentals bottoming
Jefferies analyst Mark Lipacis upgraded ON Semiconductor to Buy from Hold and raised his price target for the shares to $29 from $26. ON's fundamentals are bottoming and the company will post upside surprises and see its valuation expand as it tracks to its 2022 target margins, Lipacis tells investors in a research note following the company's better than expected Q1 results. The analyst says ON's commentary supports his view that semis are entering a sustained period of upward estimate revisions

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MDT

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  • 19

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EAF

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