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SSNLF

Samsung

$0.00

(0.00%)

, AAPL

Apple

$178.95

-3.66 (-2.00%)

12:24
05/23/19
05/23
12:24
05/23/19
12:24

Samsung, Apple reportedly in talks over OLED displays, MacRumors reports

Samsung (SSNLF) is in discussions with Apple (AAPL) over supplying OLED displays for a 16-inch MacBook Pro and future IPad Pro, MacRumor's Joe Rossignol reports, citing website The Elec, which he wrote "does not have a proven track record in terms of Apple rumors". The rumor comes after well-known analyst Ming-Chi Kuo said he believes a potential 16-inch to 16.5-inch MacBook Pro will launch in 2019 with an "all-new design". Reference Link

SSNLF

Samsung

$0.00

(0.00%)

AAPL

Apple

$178.95

-3.66 (-2.00%)

  • 03

    Jun

SSNLF Samsung
$0.00

(0.00%)

05/14/19
CHLM
05/14/19
NO CHANGE
Target $14
CHLM
Buy
Immersion can get back to profitability in 2020, says Craig-Hallum
Craig-Hallum analyst Anthony Stoss raised his price target for Immersion (IMMR) to $14 from $12 after the company signed both Samsung (SSNLF) and Sony (SNE), and raised 2019 guide. The analyst thinks the company can get back to profitability in 2020 based on new deal signings and cost cuts. He reiterates a Buy rating on Immersion shares.
05/07/19
BMOC
05/07/19
NO CHANGE
Target $28
BMOC
Outperform
Marvell price target raised to $28 from $22 at BMO Capital
BMO Capital analyst Ambrish Srivastava raised his price target on Marvell (MRVL) to $28 and kept his Outperform rating, citing the "attractive valuation" and the recent underperformance of the shares. The analyst is also positive on the company's attractive free cash flow yield, potential for communications infrastructure industry design activity wins, and his expected 35c EPS accretion from its Samsung (SSNLF) and Nokia (NOK) contract wins.
04/15/19
RBCM
04/15/19
NO CHANGE
Target $225
RBCM
Outperform
ASML price target raised to $225 from $195 at RBC Capital
RBC Capital analyst Mitch Steves raised his price target on ASML (ASML) to $225 and kept his Outperform rating ahead of its March quarter earnings. The analyst expects the results to be "largely in-line" but also contain bullish commentary for the second half of 2019, which he sees as a "focal point given investor focus on Extreme UltraViolet, or EUV, ramps" to finish this year. Steves adds that he is positive on the EUV demand debate, with his checks suggesting that the 5nm products are "tracking to plan". The analyst further points to "recent news articles suggesting that Samsung (SSNLF) is ramping up EUV-related CapEx."
04/11/19
KEYB
04/11/19
NO CHANGE
KEYB
Apple iPhone inventory/demand remains stable, says KeyBanc
KeyBanc analyst John Vinh says his latest carrier checks indicate Apple (AAPL) iPhone inventories have stabilized in March with sell-through tracking largely in line with stores' expectation. Meanwhile, feedback on the Samsung (SSNLF) GS10 has been "overwhelmingly positive," as most stores believe the new features have been a factor in driving sales, and keeping inventories at healthy levels, he contends. Given stabilizing iPhone trends and better than expected GS10 demand, the analyst sees favorable risk/reward for the mobile supply chain. Vinh recommends investors buy Broadcom (AVGO) and Qorvo (QRVO).
AAPL Apple
$178.95

-3.66 (-2.00%)

05/23/19
BERN
05/23/19
NO CHANGE
BERN
Apple Services likely to decelerate to less than 10% growth, says Bernstein
Bernstein analyst A.M. Sacconaghi, Jr. notes that besides iPhone replacement cycles, he considers the second biggest controversy around Apple's stock to be the long-term sustainability of growth in Services. Given that Apple's installed base should be relatively flat going forward, Services growth will likely depend entirely on additional ARPU expansion, whether through new offerings or increased monetization of existing businesses, he contends. His simple illustrative forecast suggests that Apple's existing Services businesses are likely to decelerate to perhaps less than 10% growth within 3-4 years. Therefore, for Services to buoy the rest of the company, it remains imperative for Apple to successfully ramp new Services, Sacconaghi adds.
05/23/19
ADAM
05/23/19
NO CHANGE
Target $90
ADAM
Buy
Qualcomm price target lowered to $90 from $105 at Canaccord
Canaccord analyst T. Michael Walkley lowered his price target for Qualcomm (QCOM) to $90 from $105, saying the recent court decision ruling in favor of the FTC that Qualcomm was in violation of antitrust law with respect to its lawsuit filed in 2017 creates uncertainty for the long-term QTL business. While it is difficult to determine the timing of a potential stay and how Qualcomm will renegotiate licensing deals, Walkley tells investors in a research note that he believes the recent agreement with Apple (AAPL) is binding despite the judge's ruling and notes this ruling covers standard essential patents and many of Qualcomm's licensing deals cover Qualcomm's entire patent portfolio. The analyst maintains a Buy rating, despite the ruling creating increased uncertainty on Qualcomm's future royalty rates, ability to collect if customers decide to stop paying during a potential required renegotiation, and scope of changes potentially made to its global licensing agreements.
05/22/19
MSCO
05/22/19
NO CHANGE
Target $95
MSCO
Overweight
Qualcomm headlines read worse than 'likely reality,' says Morgan Stanley
U.S. district court judge Lucy Koh's ruling in favor of the U.S. Federal Trade Commission in its case against Qualcomm (QCOM) "may appear daunting," but it is unlikely to change the reality for the company, argues Morgan Stanley analyst James Faucette, who views today's selloff as a buying opportunity. The FTC case focused on standard essential patents, but all of Qualcomm's agreements outside of China, including its recent agreement with Apple (AAPL), bundle SEP and non-SEP together, according to Faucett, who added that Qualcomm "has full pricing power over" non-SEP pacts. Also, Koh's ruling is similar to findings in Taiwan and Korea and he believes Qualcomm was able to adjust its licensing agreements in those countries to be consistent with local rulings, Faucette tells investors. The analyst, who thinks the "headlines read more negatively than they should," keeps an Overweight rating and $95 price target on Qualcomm shares.
05/21/19
FBCO
05/21/19
NO CHANGE
Target $209
FBCO
Neutral
Recent actions elevated near-term risks for Apple in China, says Credit Suisse
Credit Suisse analyst Matthew Cabral notes that three recent actions have elevated the near-term risks for Apple in China, namely the Trump administration's tariff increase on $200B of Chinese exports, the USTR listing of an additional $300B in Chinese exports that could be subject to future tariffs, and the U.S. Department of Commerce adding Huawei to its "Entity List." While Apple's products largely fall outside the scope of current U.S. tariffs on Chinese goods, the analyst is more concerned with potential "second derivative" impacts on local demand and implications of a further escalation from here. Further, he sees a potential impact to margins and/or unit sales if the administration moves forward with tariffs on the additional $300B of Chinese exports and sees increased risk of retaliation following the recent addition of Huawei to the "Entity List." Cabral reiterates a Neutral rating and $209 price target on the shares.

TODAY'S FREE FLY STORIES

KHC

Kraft Heinz

$30.51

-0.98 (-3.11%)

07:26
06/25/19
06/25
07:26
06/25/19
07:26
Periodicals
Buffett denies reports of tension between him, 3G over Kraft Heinz, CNBC reports »

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TSLA

Tesla

$223.66

1.76 (0.79%)

07:26
06/25/19
06/25
07:26
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07:26
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Tesla analyst commentary  »

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GRUB

GrubHub

$72.05

0.91 (1.28%)

, MCD

McDonald's

$203.92

-0.29 (-0.14%)

07:26
06/25/19
06/25
07:26
06/25/19
07:26
Upgrade
GrubHub, McDonald's, Starbucks rating change  »

Citi sees five reasons to…

GRUB

GrubHub

$72.05

0.91 (1.28%)

MCD

McDonald's

$203.92

-0.29 (-0.14%)

SBUX

Starbucks

$83.65

-0.16 (-0.19%)

03/08/13
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  • 25

    Jun

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    Jul

ERI

Eldorado Resorts

$45.86

-5.36 (-10.46%)

07:25
06/25/19
06/25
07:25
06/25/19
07:25
Conference/Events
Eldorado Resorts to host investor meeting »

Investor meeting to be…

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  • 25

    Jun

BPOP

Popular

$52.70

0.37 (0.71%)

07:23
06/25/19
06/25
07:23
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07:23
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Popular analyst commentary  »

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  • 06

    Aug

MYGN

Myriad Genetics

$23.04

-0.47 (-2.00%)

07:23
06/25/19
06/25
07:23
06/25/19
07:23
Hot Stocks
Myriad Genetics announces publication of EndoPredict cost effectiveness study »

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  • 28

    Jun

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    Aug

  • 13

    Nov

HEXO

HEXO Corp

$5.35

-0.245 (-4.38%)

07:20
06/25/19
06/25
07:20
06/25/19
07:20
Downgrade
HEXO Corp rating change  »

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AVXL

Anavex

$3.25

-0.12 (-3.56%)

07:20
06/25/19
06/25
07:20
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07:20
Hot Stocks
Anavex announces first patient dosed in Rett syndrome extension study »

Anavex announced that the…

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ANGI

Angi Homeservices

$14.38

-0.21 (-1.44%)

07:19
06/25/19
06/25
07:19
06/25/19
07:19
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Angi Homeservices analyst commentary  »

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  • 26

    Jun

BHF

Brighthouse Financial

$38.10

-0.01 (-0.03%)

07:19
06/25/19
06/25
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07:19
Downgrade
Brighthouse Financial rating change  »

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AGTC

Applied Genetic

$3.80

-0.145 (-3.68%)

, AERI

Aerie Pharmaceuticals

$30.21

-0.7 (-2.26%)

07:18
06/25/19
06/25
07:18
06/25/19
07:18
Hot Stocks
Applied Genetic names Theresa Heah CMO, Brian Krex general counsel »

Applied Genetic (AGTC)…

AGTC

Applied Genetic

$3.80

-0.145 (-3.68%)

AERI

Aerie Pharmaceuticals

$30.21

-0.7 (-2.26%)

ALXN

Alexion

$126.92

-5.55 (-4.19%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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  • 28

    Jun

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    Jul

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    Jul

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    Jul

  • 01

    Aug

MCHP

Microchip

$85.16

0.08 (0.09%)

07:16
06/25/19
06/25
07:16
06/25/19
07:16
Initiation
Microchip initiated  »

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SLAB

Silicon Labs

$96.26

-0.41 (-0.42%)

07:14
06/25/19
06/25
07:14
06/25/19
07:14
Initiation
Silicon Labs initiated  »

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LNC

Lincoln National

07:14
06/25/19
06/25
07:14
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07:14
Upgrade
Lincoln National rating change  »

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  • 01

    Aug

TRI

Thomson Reuters

$65.83

-0.16 (-0.24%)

07:13
06/25/19
06/25
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07:13
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Thomson Reuters rating change  »

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BHVN

Biohaven Pharmaceutical

$39.80

-1.26 (-3.07%)

07:13
06/25/19
06/25
07:13
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07:13
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Biohaven Pharmaceutical analyst commentary  »

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  • 26

    Jun

SHW

Sherwin-Williams

$465.88

0.225 (0.05%)

07:13
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07:13
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Sherwin-Williams rating change  »

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  • 10

    Jul

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    Jul

ARVN

Arvinas

$21.81

(0.00%)

07:12
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07:12
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Arvinas announces FDA clearance of ARV-471 IND »

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TIF

Tiffany

$91.86

-1.78 (-1.90%)

07:11
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07:11
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Tiffany rating change  »

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07:10
06/25/19
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07:10
General news
FX Update: The dollar printed fresh lows »

FX Update: The dollar…

FDS

FactSet

$293.20

-4.89 (-1.64%)

07:10
06/25/19
06/25
07:10
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07:10
Hot Stocks
FactSet increases share repurchase program by $210M »

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  • 25

    Jun

ABBV

AbbVie

$78.41

-0.37 (-0.47%)

, AGN

Allergan

$129.65

-1.32 (-1.01%)

07:09
06/25/19
06/25
07:09
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07:09
Conference/Events
AbbVie to host conference call »

Conference call to…

ABBV

AbbVie

$78.41

-0.37 (-0.47%)

AGN

Allergan

$129.65

-1.32 (-1.01%)

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  • 16

    Sep

NTRA

Natera

$24.69

-0.61 (-2.41%)

07:08
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07:08
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CZR

Caesars

$11.43

1.44 (14.41%)

, ERI

Eldorado Resorts

$45.86

-5.36 (-10.46%)

07:08
06/25/19
06/25
07:08
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07:08
Downgrade
Caesars, Eldorado Resorts rating change  »

Caesars downgraded to…

CZR

Caesars

$11.43

1.44 (14.41%)

ERI

Eldorado Resorts

$45.86

-5.36 (-10.46%)

03/08/13
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  • 25

    Jun

  • 02

    Jul

FDS

FactSet

$293.20

-4.89 (-1.64%)

07:07
06/25/19
06/25
07:07
06/25/19
07:07
Earnings
FactSet raises FY19 adj. EPS view to $9.80-$9.90 from $9.50-$9.65 »

Consensus $9.59. Narrows…

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