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AMD

AMD

$32.43

-1.74 (-5.09%)

, INTC

Intel

$45.60

-0.38 (-0.83%)

07:39
08/13/19
08/13
07:39
08/13/19
07:39

AMD initiated with a Hold at Loop Capital

As previously reported, Loop Capital analyst Cody Acree initiated AMD (AMD) with a Hold rating and a price target of $32. The analyst is positive on the company's "significant transformation" since 2016 that yielded an attractive growth rate and operational profitability, noting that while many of its latest next-generation platforms are just starting to come to market, early reviews indicate "impressive performance" against comparable offerings from Intel (INTC) and Nvidia (NVDA). Acree believes that AMD is "well positioned" to gain material market share across its primary target markets, but also sees the stock as "fairly valued".

AMD

AMD

$32.43

-1.74 (-5.09%)

INTC

Intel

$45.60

-0.38 (-0.83%)

NVDA

Nvidia

$151.45

-2.68 (-1.74%)

  • 15

    Aug

  • 27

    Aug

  • 09

    Sep

  • 10

    Sep

  • 24

    Oct

AMD AMD
$32.43

-1.74 (-5.09%)

08/12/19
MZHO
08/12/19
NO CHANGE
Target $36
MZHO
Neutral
AMD second half of 2019 estimates look optimistic, says Mizuho
Mizuho analyst Vijay Rakesh believes AMD's (AMD) EPYC 2 benchmarks "show significant potential" versus Intel's (INTC) 14nm Cascale Lake with a number of key partners out of the gate. However, the analyst thinks near-term expectations for AMD are optimistic. While AMD is looking for a big Q4 ramp, potential pricing, share and capacity challenges could be headwinds to meeting consensus estimates in the second half of 2019, Rakesh tells investors in a research note. As such, the analyst keeps a Neutral rating on AMD with a $36 price target. The stock closed Friday up 27c to $34.19.
08/12/19
COWN
08/12/19
NO CHANGE
Target $42
COWN
Outperform
AMD price target raised to $42, remains a top pick at Cowen
Cowen analyst Matthew Ramsay raised his price target on AMD to $42 from $40 and said it remains a top pick following recent investor meetings. The analyst said with solid execution, the path to material share gains is clear as the meeting highlighted company leadership, performance, power and pricing. Ramsay said AMD remains a top pick and he reiterated his Outperform rating on AMD shares.
08/12/19
LOOP
08/12/19
INITIATION
Target $32
LOOP
Hold
AMD initiated with a Hold at Loop Capital
Loop Capital analyst Cody Acree started AMD with a Hold rating and $32 price target.
08/09/19
RBCM
08/09/19
NO CHANGE
Target $44
RBCM
Outperform
AMD announcement with Cray didn't get attention it deserved, says RBC Capital
RBC Capital analyst Mitch Steves said the focus during AMD's (AMD) launch event was clearly on Google Cloud (GOOGL) and enterprise wins with HPE (HPE) and Dell (DELL), but he contends that the company's announcement with Cray (CRAY) "did not get the attention it deserved." Looking at the build of materials for the Cray products, the combined content for AMD is likely around 25% and he "wouldn't be surprised to see 15-20%" of the $1B in bookings go to AMD, said Steves, who raised his "Street high" price target on AMD shares to $44 from $43 and keeps an Outperform rating on the stock.
INTC Intel
$45.60

-0.38 (-0.83%)

08/12/19
LOOP
08/12/19
INITIATION
Target $50
LOOP
Hold
Intel initiated with a Hold at Loop Capital
Loop Capital analyst Cody Acree started Intel with a Hold rating and $50 price target.
07/31/19
MZHO
07/31/19
NO CHANGE
Target $36
MZHO
Neutral
AMD facing some near-term challenges, says Mizuho
Mizuho analyst Vijay Rakesh lowered his price target for AMD (AMD) to $36 from $37 after the company reduced its Q3 sales below consensus, noting weak semi-custom gaming revenues, and 2019 guide to 5% year-over-year growth versus the prior of high single digit growth. The analyst believes there are some challenges for AMD in the near-term. AMD is looking for a "big" Q4 ramp, which might be optimistic even as Intel (INTC) opens up 10/14nm capacity with competitive pricing, says the analyst. He keeps a Neutral rating on AMD shares.
07/26/19
NORL
07/26/19
NO CHANGE
Target $48
NORL
Underperform
Intel uncertainty remains despite good quarter, says Northland
Northland analyst Gus Richard says that while Intel reported a "very strong quarter" last night, uncertainty and increasing competition remain. He raised his price target to $48 from $38 to reflect sector multiple expansion and keeps an Underperform rating on Intel. While the company cited tough comps and inventory digestion for the data center weakness, Richard believes Intel is losing share of bill of material.
NVDA Nvidia
$151.45

-2.68 (-1.74%)

07/11/19
07/11/19
UPGRADE
Target $190

Nvidia upgraded to Buy from Hold at Cascend Securities
Cascend Securities upgraded Nvidia to Buy from Hold with a $190 price target. The firm believes hyperscale cloud providers are starting to come back with orders for components and systems. Further, Nvidia is holding share "in the face of a strong Navi AMD GPU release," Cascend tells investors in a research note.
07/12/19
PIPR
07/12/19
NO CHANGE
Target $200
PIPR
Overweight
Piper reiterates $200 target on Nvidia after surveying gamers
After surveying gamers across the United States to get a better grasp of current Nvidia gaming trends, Piper Jaffray analyst Harsh Kumar reiterates an Overweight rating on the shares with a $200 price target. The relatively new technologies of ray tracing and video game streaming "garnered strong interest," as both are still in the very early ages of commercialization, Kumar tells investors in a research note. Further, the analyst is encouraged that over 70% of respondents in the survey are either increasing or maintaining their GPU spending patterns.
07/25/19
RSBL
07/25/19
NO CHANGE
RSBL
Neutral
Rationale for Nvidia acquisition interest in Mellanox remains strong, says Rosenblatt
Rosenblatt analyst Hans Mosesmann says Mellanox (MLNX) continues to execute on its Ethernet strategy offsetting an InfiniBand business that is lumpy by nature. Although he expects Ethernet growth to decelerate next year as competitors enter the market in volume, the analyst believes the strategic rationale for Nvidia's (NVDA) acquisition interest in the company should remain strong. Mosesmann reiterates a Neutral rating on Mellanox's shares.
08/12/19
WELS
08/12/19
NO CHANGE
WELS
Outperform
Data center growth recovery remains key catalyst for Nvidia, says Wells Fargo
Ahead of quarterly results, Wells Fargo analyst Aaron Rakers believes that for shares of Nvidia to move materially higher it needs to instill confidence in a return to growth in Data Center through the second half of 2020. The analyst expects Nvidia to reiterate/emphasize traction it is seeing in AI Inferencing, an incremental growth driver, which will also likely leave investors to think about the growth trends in Nvidia core AI Training part of the market. Beyond the cloud and HPC verticals, Rakers thinks Nvidia is well positioned to benefit from the proliferation of inferencing GPUs as enablers in edge compute devices for 5G services. He reiterates an Outperform rating on the shares.

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-0.19 (-2.65%)

, COF

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  • 27

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MXIM

Maxim Integrated

$52.14

-2.42 (-4.44%)

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  • 10

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GLD

SPDR Gold Shares

$144.15

2.77 (1.96%)

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AUMN

Golden Minerals

$0.27

0.0159 (6.38%)

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DMPI

DelMar Pharmaceuticals

$0.77

0.0047 (0.61%)

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Intracoastal Capital reports 9.99% passive stake in DelMar Pharmaceuticals »

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RTN

Raytheon

$180.58

-6.44 (-3.44%)

17:22
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Raytheon awarded $534M Army contract »

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UHAL

Amerco

$339.43

-2.97 (-0.87%)

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Amerco announces special cash dividend of 50c per share »

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NTLA

Intellia Therapeutics

$15.77

-1.08 (-6.41%)

17:20
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Syndicate
Breaking Syndicate news story on Intellia Therapeutics »

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GD

General Dynamics

$183.42

-4.19 (-2.23%)

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General Dynamics awarded $1.08B Navy contract modification »

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NVLN

Novelion Therapeutics

$0.66

-0.0523 (-7.37%)

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Stonepine Capital reports 6.1% passive stake in Novelion Therapeutics »

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LMT

Lockheed Martin

$376.85

-8.91 (-2.31%)

17:14
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Lockheed Martin awarded $2.43B Navy contract modification »

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ONCS

OncoSec

$1.84

-0.03 (-1.60%)

17:14
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TNXP

Tonix Pharmaceuticals

$0.42

-0.0249 (-5.60%)

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Syndicate
Breaking Syndicate news story on Tonix Pharmaceuticals »

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  • 25

    Sep

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$284.86

-7.5 (-2.57%)

17:08
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General News
Trump to raises tariff rates on Chinese goods, CNBC says »

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S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$284.86

-7.5 (-2.57%)

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ATIS

Attis Industries

$1.03

-0.08 (-7.21%)

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Attis Industries provides update on status of Nasdaq listing »

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CVEO

Civeo

$1.32

-0.07 (-5.04%)

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AGO

Assured Guaranty

$42.56

-1.09 (-2.50%)

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Assured Guaranty CEO sells 30,300 common shares »

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RMED

Ra Medical Systems

$1.87

-0.055 (-2.86%)

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PBA

Pembina Pipeline

$35.73

-0.81 (-2.22%)

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  • 01

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APEN

Apollo Endosurgery

$3.50

(0.00%)

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General news
Fed's Clarida said the global economy has worsened »

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LQDA

Liquidia Technologies

$5.23

-0.38 (-6.77%)

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V

Visa

$175.24

-4.91 (-2.73%)

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QCOM

Qualcomm

$73.57

-3.55 (-4.60%)

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ANFI

Amira Nature Foods

$0.58

-0.0144 (-2.44%)

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