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TER

Teradyne

$44.08

0.07 (0.16%)

, COHU

Cohu

$15.77

0.07 (0.45%)

06:53
06/18/19
06/18
06:53
06/18/19
06:53

Semiconductor test equipment estimates lowered at Stifel

Stifel analyst Brian Chin said commentary directly from Huawei and its supply chain has further quantified the impact of recent trade restrictions and tariffs and with the "malaise in May now too acute to ignore" he has lowered his 2019 and 2020 revenue forecasts for semiconductor test equipment suppliers Teradyne (TER), Cohu (COHU) and FormFactor (FORM). However, he keeps Buy ratings on all three stocks as Chin thinks some of the near-term risk to estimates is already discounted and that a cyclical semi recovery "remains very much in play" for next year.

TER

Teradyne

$44.08

0.07 (0.16%)

COHU

Cohu

$15.77

0.07 (0.45%)

FORM

FormFactor

$14.38

-0.11 (-0.76%)

  • 09

    Jul

  • 10

    Jul

TER Teradyne
$44.08

0.07 (0.16%)

04/25/19
DADA
04/25/19
NO CHANGE
Target $48
DADA
Neutral
Teradyne price target raised to $48 from $40 at DA Davidson
DA Davidson analyst Thomas Diffely raised his price target on Teradyne (TER) to $48 after its Q1 earnings beat and the management's outlook forecasting Semiconductor Test business recovery in 2020. The analyst also cites the emerging 5G ramp and improvement in Apple (AAPL) demand next year, along with the benefits of the Industrial Automation being in the early innings of industry adoption, but keeps his Neutral rating on Teradyne shares given their recent price appreciation.
04/25/19
BARD
04/25/19
UPGRADE
BARD
Outperform
Teradyne upgraded to Outperform from Neutral at Baird
04/05/19
DADA
04/05/19
NO CHANGE
Target $40
DADA
Neutral
Teradyne's appointment of new CFO a 'benefit', says DA Davidson
DA Davidson analyst Thomas Diffely says the appointment of Sanjay Mehta as new CFO by Teradyne following the planned retirement of Gregory Beecher is a positive. The analyst notes that Mehta "inherits an efficient financial model and brings a solid resume of large company experience, including roles at Qualcomm and Nortell". Diffely is also keeping his Neutral rating and $40 price target on Teradyne, stating that its current risk-reward appears "balanced".
02/22/19
CHLM
02/22/19
DOWNGRADE
CHLM
Hold
Teradyne downgraded to Hold from Buy at Craig-Hallum
COHU Cohu
$15.77

0.07 (0.45%)

03/13/19
STFL
03/13/19
NO CHANGE
Target $18.5
STFL
Hold
Cohu estimates appear to be bottoming, says Stifel
Stifel analyst Brian Chin has meaningfully lowered his calendar 2019 revenue and earnings estimates for Cohu after the company reported December quarter results that were generally inline but gave lowered than expected revenue guidance for the March quarter. Management is optimistic for a stronger recovery beginning in the second half and he believes that estimates have likely bottomed, though the stock's risk-reward is "not yet compelling," Chin tells investors. He maintains a Hold rating on Cohu shares and trimmed his price target on the stock to $18.50 from $20.
05/07/19
STFL
05/07/19
UPGRADE
STFL
Buy
Cohu upgraded to Buy from Hold at Stifel
05/07/19
STFL
05/07/19
UPGRADE
Target $22
STFL
Buy
Stifel upgrades Cohu to Buy on more confidence in fundamental bottom
Stifel analyst Brian Chin upgraded Cohu to Buy from Hold and raised his price target for the shares to $22 from $18.50. Following the company's Q1 results, the analyst has improved confidence that fundamentals have bottomed, a recovery is forming, and that Cohu will emerge in the next upcycle with an improved operating model. The "real new news" on the earnings call is the "dramatic pull-forward" of the company's cost restructuring, now anticipated to result in $40M annualized expense savings at the end of 2019, Chin tells investors in a research note. He believes current share levels offer an attractive entry point into Cohu.
03/13/19
DADA
03/13/19
NO CHANGE
Target $25
DADA
Buy
Cohu price target lowered to $25 from $28 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Cohu to $25 after its lower than expected Q4 revenues and outlook for Q1 sales, saying the trends reflect a broad based industry softness in Mobility, Auto, and Industrial sectors. The analyst is keeping his Buy rating however, noting that the company's "relatively stable utilization rates and a few design wins" should drive a recovery in the second half of 2019. Diffely is maintaining his "bullish long term view" and contends that Cohu remains positioned to achieve $1B in revenue in the next few years.
FORM FormFactor
$14.38

-0.11 (-0.76%)

06/10/19
NEED
06/10/19
INITIATION
Target $19
NEED
Buy
FormFactor initiated with a Buy at Needham
Needham analyst N. Quinn Bolton initiated FormFactor with a Buy rating and $19 price target.
06/11/19
NEED
06/11/19
INITIATION
Target $19
NEED
Buy
FormFactor initiated with a Buy at Needham
Needham analyst N.Quinn Bolton initiated FormFactor with a Buy rating and a price target of $19. The analyst cites the company's position as an "indisputable leader in the growing probe card market" as well as its expanding market share reaching the size that is double that of its closest peers. Bolton believes that FormFactor stands to benefit from the "growth of both foundry/logic and memory", saying it is the only company whose products balance between these two end markets. The analyst also sees FormFactor gaining from the broader trends of higher wafer test intensity demand coming from advanced packaging, 5G, and automotive semiconductors sectors.
06/11/19
06/11/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. FormFactor (FORM) initiated with a Buy at Needham. 2. Victory Capital (VCTR) initiated with a Perform at Oppenheimer. 3. Agilent (A) initiated with an Overweight at Piper Jaffray. 4. Danaher (DHR) initiated with a Neutral at Piper Jaffray. 5. Amag Pharmaceuticals (AMAG) initiated with an Overweight at Barclays. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
05/02/19
NORL
05/02/19
DOWNGRADE
NORL
Market Perform
FormFactor downgraded to Market Perform from Outperform at Northland

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CMG

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BYND

Beyond Meat

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6.28 (3.69%)

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NFLX

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AMZN

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$1,964.78

-13.57 (-0.69%)

, TGT

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$88.02

-0.48 (-0.54%)

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AMZN

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1.69 (1.02%)

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AMZN

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$1,964.78

-13.57 (-0.69%)

, MSFT

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$136.62

0.33 (0.24%)

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MSFT

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ORCL

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AZN

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BMY

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LLY

Eli Lilly

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GSK

GlaxoSmithKline

$40.97

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JNJ

Johnson & Johnson

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MRK

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NVS

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PFE

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RHHBY

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(0.00%)

SNY

Sanofi

$41.94

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BHVN

Biohaven Pharmaceutical

$44.16

-0.61 (-1.36%)

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  • 09

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CE

Celanese

$107.01

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  • 23

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F

Ford

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RTN

Raytheon

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  • 25

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UTX

United Technologies

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  • 23

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LMT

Lockheed Martin

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  • 23

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ARES

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HAFC

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  • 23

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PAYS

Paysign

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MEOH

Methanex

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  • 01

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SHIP

Seanergy Marine

$0.64

-0.0425 (-6.25%)

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SONM

Sonim

$13.42

0.24 (1.82%)

16:41
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16:41
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KINS

Kingstone Companies

$8.81

0.09 (1.03%)

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  • 07

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16:30
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Options
Preliminary option volume of 22.6M today »

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BA

Boeing

$377.34

16.17 (4.48%)

, MSFT

Microsoft

$136.62

0.33 (0.24%)

16:24
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07/19
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16:24
On The Fly
Fly Intel: Wall Street's top stories for Friday »

Stocks were tentatively…

BA

Boeing

$377.34

16.17 (4.48%)

MSFT

Microsoft

$136.62

0.33 (0.24%)

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

AAPL

Apple

$202.62

-3.02 (-1.47%)

WMT

Walmart

$113.91

-0.77 (-0.67%)

DIS

Disney

$139.86

-1.76 (-1.24%)

GCI

Gannett

$9.43

1.53 (19.37%)

CRWD

Crowdstrike

$83.50

10.75 (14.78%)

SKX

Skechers

$39.00

4.25 (12.23%)

PACB

Pacific Biosciences

$5.34

-0.53 (-9.03%)

ILMN

Illumina

$293.10

-5.44 (-1.82%)

CHWY

Chewy

$30.70

-2.09 (-6.37%)

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