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MU

Micron

$43.55

1.32 (3.13%)

, WDC

Western Digital

$55.18

1.12 (2.07%)

06:02
08/19/19
08/19
06:02
08/19/19
06:02

Commerce Department to extend Huawei's license by 90 days, Reuters reports

The U.S. Department of Commerce will extend Huawei's license to buy U.S. goods, which expires on August 19, by another 90 days, Reuters' Keith Zhai and David Shepardson report, citing two sources familiar with the situation. Huawei suppliers include Micron Technology (MU) and Western Digital (WDC), while makers of optical components, including Oclaro (OCLR), Acacia Communications (ACIA), NeoPhotonics (NPTN), Lumentum (LITE), and Finisar (FNSR), have previously reacted negatively to headlines regarding U.S. enforcement actions and allegations against China's Huawei. Reference Link

MU

Micron

$43.55

1.32 (3.13%)

WDC

Western Digital

$55.18

1.12 (2.07%)

OCLR

Bought by LITE

$0.00

(0.00%)

ACIA

Acacia Communications

$64.00

-0.58 (-0.90%)

NPTN

NeoPhotonics

$5.75

-0.085 (-1.46%)

LITE

Lumentum

$58.55

1.36 (2.38%)

FNSR

Finisar

$22.78

0.33 (1.47%)

  • 10

    Sep

  • 23

    Sep

MU Micron
$43.55

1.32 (3.13%)

08/07/19
LYNX
08/07/19
NO CHANGE
LYNX
Lynx can see the Micron bull case on Japan-Korea tensions, 'but with caveats'
Lynx Equity Strategies analysts KC Rajkumar and Jahanara Nissar noted that Japan-Korea trade issues have been replaced by headlines of the new bout of U.S.-China trade tensions, but their recent checks in the field shows that the ongoing trade issues between Japan and Korea "show no signs of easing." Given the early signs of downstream players anticipating memory contract prices to turn up in 1-2 months, they said they can see the bull case for Micron, "but with caveats." While export restrictions on semiconductor raw materials can crimp memory output from dominant Korea suppliers, especially in DRAM, there is also the potential that if downstream producers lowered their output in anticipation of a sustained disruption that could depress demand for the semiconductor sector as a whole, Rajkumar and Nissar explain in their note to investors.
08/08/19
GSCO
08/08/19
NO CHANGE
GSCO
Memory summit reinforces Goldman view that NAND pricing set to improve
After attending the Flash Memory Summit on August 6 and 7, Goldman Sachs analyst Mark Delaney said his meetings and talks with industry participants reinforced his view that NAND pricing is already showing signs of improvement and increased his confidence that blended NAND pricing will be up sequentially in the fourth quarter. Meanwhile, he still thinks DRAM pricing is likely to fall in the near-term, but said the rate of Q4 decline could be "somewhat less severe" than he previously expected. Delaney has a Buy rating on Micron (MU), a Neutral rating on Western Digital (WDC) and a Buy rating on Lam Research (LRCX), which he believes is well-positioned to benefit from continued scaling in NAND.
07/30/19
07/30/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Micron (MU) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Joseph Moore saying global trade tensions and potential supply risks are driving shorter term inventory accumulation and he believes his Underweight rating is now "less actionable." 2. On Deck Capital (ONDK) upgraded to Buy from Neutral at BTIG with analyst Giuliano Bologna saying the company's "soft" Q2 results is offset by the $50M share repurchase plan and desire to pursue a bank charter. 3. Pinnacle West (PNW) upgraded to Buy from Hold at Argus with analyst Gary Hovis saying the stock has underperformed over the past month with a 3% decline in spite of the company's "solid fundamentals, improved earnings visibility, and expanding rate base." 4. Mohawk (MHK) upgraded to Neutral from Underperform at Buckingham with analyst Megan McGrath citing her view that flooring industry risks have been more adequately priced into the shares following the 20% pullback in the stock since the company reported Q2 earnings after the close on Thursday. 5. Melco Resorts & Entertainment (MLCO) upgraded to Buy from Outperform at Daiwa with analyst Andrew Chung calling it the "Crown Prince of Macau." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/12/19
SBSH
08/12/19
NO CHANGE
Target $30
SBSH
Sell
Citi keeps Sell on Micron, but thinks stock could reach $60 longer term
After hosting investor meetings with management, Citi analyst Christopher Danely keeps a Sell rating on Micron Technology with a $30 price target. The analyst believes the DRAM downturn last into the first half of 2020. However, longer term, he thinks Micron's earnings per share can get back to the peak of $11.74 and the stock could reach $60-plus.
WDC Western Digital
$55.18

1.12 (2.07%)

08/08/19
08/08/19
INITIATION

Fly Intel: Top analyst initiations
Catch up on today's top analyst initiations with this list compiled by The Fly: 1. Apple (AAPL), Samsung (SSNLF), HP Enterprise (HPE), HP Inc. (HPQ), and Dell Technologies (DELL) initiated with an Equal Weight at Barclays. 2. Avalara (AVLR) initiated with an Outperform at William Blair. 3. BlueLinx (BXC) initiated with a Buy at B. Riley FBR. 4. Corning (GLW) initiated with an Overweight at Barclays while Seagate (STX) was initiated with an Underweight, and Western Digital (WDC) was initiated with an Equal Weight. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
08/07/19
LEHM
08/07/19
INITIATION
LEHM
Underweight
Seagate initiated with an Underweight at Barclays
Barclays analyst Tim Long initiated Seagate (STX) with an Underweight rating and a price target of $37. The analyst's negative view is based on the HDD market being in secular decline, Seagate having been slightly behind Western Digital (WDC) in high capacity nearline drives, and the likelihood that top-line pressure and a potential increase in research and development "could disrupt the capital return to shareholders."
08/07/19
LEHM
08/07/19
INITIATION
LEHM
Equal Weight
Western Digital initiated with an Equal Weight at Barclays
Barclays analyst Tim Long initiated Western Digital with an Equal Weight rating and a price target of $53. The analyst's mixed view is based on the HDD market being in secular decline, Western Digital having a nice rebound in the NAND market, and the expectation margins will remain under pressure.
OCLR Bought by LITE
$0.00

(0.00%)

11/12/18
CHLM
11/12/18
DOWNGRADE
Target $24
CHLM
Hold
Finisar downgraded to Hold from Buy at Craig-Hallum
Craig-Hallum analyst Richard Shannon downgraded Finisar (FNSR) to Hold from Buy and raised his price target on the shares to $24 from $23. The analyst believes that II-VI's (IIVI) $26/share cash and stock offer for the company, which was a 38% premium to the close on November 8th, is more than a fair deal, given that Lumentum's (LITE) offer premium for Oclaro (OCLR) earlier this year was 27%. Shannon has some doubts about whether this deal will close given the Lumentum/Oclaro deal has not yet closed and the intensifying political standoff between the US and China, but also admits II-VI and Finisar would not have agreed to this deal if there was not a good chance of closing.
11/13/18
PIPR
11/13/18
NO CHANGE
Target $72
PIPR
Overweight
Piper remains buyer of Lumentum following yesterday's 33% decline
Piper Jaffray analyst Troy Jensen remains a buyer of Lumentum (LITE) shares following yesterday's 33% decline. The reduced forecast at Apple (AAPL) has nothing to do with lost share for Lumentum, rather it is more indicative of lower sales forecasts at this key account, Jensen tells investors in a research note. The analyst continues to believe the 3D sensing market "will grow handsomely" with Apple and he notes that Android phones are just beginning their adoption. He also sees a pending opportunity for world facing 3D sensing applications. Further, the core telco optics market is in the early innings of an upgrade cycle, which should provide a "nice tailwind" for Lumentum, says Jensen. He also thinks the pending acquisition of Oclaro (OCLR) could also be a catalyst for the shares given the earnings accretion once the merger gets approval. The analyst lowered his price target for Lumentum to $72 from $85 and reiterates an Overweight rating on the name.
12/06/18
MKMP
12/06/18
DOWNGRADE
MKMP
Neutral
Finisar downgraded to Neutral from Buy at MKM Partners
MKM Partners analyst Michael Genovese downgraded Finisar (FNSR) to Neutral from Buy with a price target of $24 after its merger agreement with II-VI (IIVI) announced last month. The analyst further notes that Q4 is trending well for the optical components group which also includes Lumentum (LITE) and Oclaro (OCLR), but believes that the guidance for March will be "sequentially down due to annual price negotiations and Chinese New Year".
12/17/18
NEED
12/17/18
NO CHANGE
Target $75
NEED
Strong Buy
Lumentum can continue posting 'beat and raise' quarters, says Needham
Needham analyst Alex Henderson left recent meetings with management with a "strong conviction" that Lumentum can continue to post "beat and raise" quarters. With the Oclaro deal closed, the analyst increased his estimates for Lumentum to reflect the combined company numbers. He believes the company looks well positioned and keeps a Strong Buy rating on the shares with a $75 price target.
ACIA Acacia Communications
$64.00

-0.58 (-0.90%)

07/10/19
JEFF
07/10/19
NO CHANGE
JEFF
Jefferies says buy Ciena following Cisco, Acacia Communications deal
Jefferies analyst George Notter says Cisco Systems' (CSCO) acquisition of Acacia Communications (ACIA) reinforces his view that the Optical Systems space will continue to consolidate from a market share perspective with Ciena (CIEN) as a primary beneficiary. Ciena remains the analyst's favorite long idea among the Optical Systems suppliers. He recommends buying the stock.
07/11/19
MKMP
07/11/19
NO CHANGE
Target $54
MKMP
Buy
Ciena investment case is strengthening, says MKM Partners
MKM Partners analyst Michael Genovese kept his Buy rating and $54 price target on Ciena (CIEN), saying the "very good investment case" on the stock is "strengthening" after his discussions with the company's SVP of Global Products. The analyst notes that the company has been gaining 1%-1.5% of market share in China annually for the past 5 years and believes that it can gain another 1%-3% this year since the competitive intensity from Acacia (ACIA) and Nokia (NOK) "did not materialze".
07/18/19
JPMS
07/18/19
NO CHANGE
Target $53
JPMS
Overweight
JPMorgan boosts Ciena target to $53, sees further share upside
JPMorgan analyst Samik Chatterjee raised his price target for Ciena (CIEN) to $53 from $50 saying he sees further upside in the shares. The analyst sees ~$2B of incremental revenue opportunity for the company through continued consolidation of share away from sub-scale optical system companies, a ~$2.4B opportunity through accelerated share wins from entrenched players, and "strong" growth opportunities in its Metro segment, which he believes is levered to benefit the most from 5G investments. Further, investor sentiment on Ciena shares stands to "improve materially" as competitive concerns relating to Acacia Communications' (ACIA) product look overdone, Chatterjee tells investors in a research note. He keeps an Overweight rating on the name.
07/16/19
RSBL
07/16/19
DOWNGRADE
RSBL
Neutral
Acacia Communications downgraded to Neutral from Buy at Rosenblatt
Rosenblatt analyst Ryan Koontz downgraded Acacia Communications (ACIA) to Neutral from Buy citing the acquisition agreement by Cisco (CSCO).
NPTN NeoPhotonics
$5.75

-0.085 (-1.46%)

08/06/19
MKMP
08/06/19
UPGRADE
MKMP
Buy
NeoPhotonics upgraded to Buy from Neutral at MKM Partners
08/06/19
08/06/19
UPGRADE
Target $7

Buy
NeoPhotonics upgraded to Buy at MKM Partners on reduced Huawei ban impact
As previously reported, MKM Partners analyst Michael Genovese upgraded NeoPhotonics to Buy from Neutral and raised his price target to $7 from $5 after its Q2 earnings beat and above consensus outlook for Q3. The analyst notes that the company has determined that most of the products it ships to Huawei are not subject to the Entity List restrictions, with good demand being seen for its 100G/200G products. Genovese further cites the 28% sequential increase in sales to the company's next four largest customers after Huawei, stating that demand trends are strong across Telecom and DCI applications.
05/28/19
NEED
05/28/19
NO CHANGE
Target $62
NEED
Buy
Fabrinet price target lowered to $62 from $70 at Needham
Needham analyst Alex Henderson lowered his price target on Fabrinet (FN) to $62 to reflect the company's loss of sales to Huawei on the expected impact to Lumentum (LITE) - one of Fabrinet's largest customers. The analyst notes that although Huawei is not a direct Fabrinet customer, between Lumentum and NeoPhotonics (NPTN), about 10% of its revenue is tied to Huawei through its customers. Henderson still keeps his Buy rating on the stock with an optimistic view that a trade deal between U.S. and China will be reached "at some point."
05/24/19
CHLM
05/24/19
NO CHANGE
Target $6
CHLM
Buy
NeoPhotonics price target lowered to $6 from $11 at Craig-Hallum
Craig-Hallum analyst Richard Shannon lowered his price target for NeoPhotonics to $6 from $11 and maintained a Buy rating following the company's lowered Q2 guidance, which implies Huawei would only represent 32% of sales, which is lower than 49% in Q1 and 45% in 2018, suggesting a lower ongoing contribution the rest of the year as other customers grow more. In a research note to investors, the analyst says the stock has more than taken into account the risk of these Huawei issues.
LITE Lumentum
$58.55

1.36 (2.38%)

07/16/19
JPMS
07/16/19
NO CHANGE
JPMS
JPMorgan favors Ciena, Lumentum and Viavi into Q2 reports
JPMorgan analyst Samik Chatterjee previewed the Q2 earnings reports for the Networking Equipment/IT Hardware space. The analyst favors suppliers with greater exposure to service provider customers, as he's increasingly confident of a spending ramp towards 5G preparedness, relative to suppliers with higher than average exposure to either cable customers or cloud customers, where he believes visibility relative to timing of recovery in customer capex remains low. Chatterjee's top picks going into Q2 earnings are Ciena (CIEN), Lumentum (LITE), and Viavi (VIAV). He's cautious on Arista Networks (ANET) and F5 Networks (FFIV) due to "company-specific challenges" relative to the competitive landscape with the entry of VMware (VMW) into the application delivery controllers market.
08/09/19
CHLM
08/09/19
NO CHANGE
Target $75
CHLM
Buy
Lumentum price target raised to $75 from $60 at Craig-Hallum
Craig-Hallum analyst Richard Shannon raised his price target for Lumentum to $75 from $60 and maintained a Buy rating following the company's fourth quarter report, saying the quarter was drivem mostly by an earlier 3DS rams. Shannon says Lumentum has multiple product lines performing well based on differentiated technology, and earnings upside based on strong execution.
08/09/19
PIPR
08/09/19
NO CHANGE
Target $72
PIPR
Overweight
Lumentum price target raised to $72 from $68 at Piper Jaffray
Piper Jaffray analyst Troy Jensen raised his price target for Lumentum to $72 from $68 saying the company reported a "strong" Q4 with results exceeding street expectations across the board. There were many positives in the quarter, including continued shipments to Huawei, record ROADM revenues thanks to growth with other customers, and further synergies to be seen in fiscal 2020, Jensen tells investors in a research note. He's optimistic about the second half of 2019 for 3D sensing, which he notes has seen more design wins with Apple and Android, and believes commercial lasers could return to growth in 2020. The analyst reiterates an Overweight rating on Lumentum.
07/09/19
GSCO
07/09/19
NO CHANGE
Target $62
GSCO
Buy
Goldman says Cisco deal for Acacia positive for Ciena, negative for Infinera
After Cisco (CSCO) announced this morning that it has agreed to acquire Acacia (ACIA) for $70 per share in cash, Goldman Sachs analyst Rod Hall said he sees the proposed deal as a positive for Ciena (CIEN) as he would expect the company to have an opportunity to gain further share. He sees the proposed deal as "incrementally negative" for Infinera (INFN), which is an Acacia customer that does not expect to have its own 800G solution in market until the second half of 2020. Pointing to Lumentum's (LITE) view of itself as an industry consolidator, Hall added that he expects Lumentum shares "to trade off slightly" on the deal news as potential M&A targets increase in value. Hall maintains a Buy rating and $62 price target on Cisco shares following the deal announcement.
FNSR Finisar
$22.78

0.33 (1.47%)

03/01/19
PIPR
03/01/19
NO CHANGE
Target $24.5
PIPR
Overweight
Finisar revenue growth remains 'elusive,' says Piper Jaffray
Finisar last night reported December quarter results similar to last quarter with earnings upside but revenues below consensus, Piper Jaffray analyst Troy Jensen tells investors in a research note. The company made improvements in gross margins, but given greater than 70% of its sales are datacom related and the segment continues to see weakness, Jensen adds. As such, "solid revenue growth remains elusive," he says. The analyst maintains a Buy rating on Finisar shares with a $24.50 price target.
05/01/19
PIPR
05/01/19
NO CHANGE
Target $50
PIPR
Overweight
II-VI Q3 results show 'strong optical demand', says Piper Jaffray
Piper Jaffray analyst Troy Jensen kept his Overweight rating and $50 price target on II-VI (IIVI) after its Q3 results, saying its Q3 earnings miss was driven by slower than expected 3D sensing revenue growth, even though the demand for its optical business remained strong. The analyst still believes that 3D sensing will be a tailwind for II-VI longer term and also sees its Finisar (FNSR) acquisition tracking according to plan toward a closing in 2-3 months.
05/02/19
CHLM
05/02/19
NO CHANGE
Target $54
CHLM
Buy
II-VI price target raised to $54 from $47 at Craig-Hallum
Craig-Hallum analyst Richard Shannon raised his price target for II-VI (IIVI) to $54 from $47, assuming the company will close Finisar (FNSR) and based on his projected 2021 EPS for the combined entity. The analyst reiterates a Buy rating on II-VI shares.
06/14/19
MKMP
06/14/19
NO CHANGE
Target $23
MKMP
Neutral
Finisar price target lowered to $23 from $25 at MKM Partners
MKM Partners analyst Michael Genovese lowered his price target on Finisar to $23 and kept his Neutral rating after its mixed Q4 results with "soft" revenues and solid earnings. The analyst attributes the shortfall to the "ongoing weakness" in 100G datacom module pricing and also lowers his FY20 EPS view to $1.09 from $1.37 to account for Huawei sales loss, but also believes that the company's Telecom business was likely solid and its 3D Sensing performance was "okay".

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Xylem

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-0.41 (-0.52%)

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Prada

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FCX

Freeport McMoRan

$10.45

0.095 (0.92%)

05:25
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Antofagasta

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AtriCure

$26.02

0.22 (0.85%)

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Neuronetics

$10.50

-0.54 (-4.89%)

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FGEN

FibroGen

$39.69

-1.3 (-3.17%)

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Astellas Pharma

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03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 01

    Oct

URI

United Rentals

$125.06

0.415 (0.33%)

05:03
09/20/19
09/20
05:03
09/20/19
05:03
Upgrade
United Rentals rating change  »

United Rentals upgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 01

    Oct

SUZ

Suzano

$15.97

-0.43 (-2.62%)

04:59
09/20/19
09/20
04:59
09/20/19
04:59
Downgrade
Suzano rating change  »

Suzano downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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ROKU

Roku

$133.76

3.97 (3.06%)

, CMCSA

Comcast

$46.68

-0.25 (-0.53%)

04:56
09/20/19
09/20
04:56
09/20/19
04:56
Initiation
Pivotal starts 'dramatically overvalued' Roku with Sell rating, $60 target »

Pivotal Research analyst…

ROKU

Roku

$133.76

3.97 (3.06%)

CMCSA

Comcast

$46.68

-0.25 (-0.53%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 24

    Oct

  • 27

    Oct

FTCH

Farfetch

$8.91

-0.42 (-4.50%)

04:55
09/20/19
09/20
04:55
09/20/19
04:55
Conference/Events
Cowen retail/luxury analyst to hold an analyst/industry conference call »

Retail & Luxury Goods…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 20

    Sep

FB

Facebook

$190.15

1.96 (1.04%)

, SNAP

Snap

$16.87

-0.04 (-0.24%)

04:55
09/20/19
09/20
04:55
09/20/19
04:55
Conference/Events
FBN Securities Tech/Internet analyst to hold a group luncheon »

technology and Internet…

FB

Facebook

$190.15

1.96 (1.04%)

SNAP

Snap

$16.87

-0.04 (-0.24%)

TWTR

Twitter

$42.94

-0.29 (-0.67%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 20

    Sep

  • 24

    Sep

  • 27

    Oct

TRGP

Targa Resources

$40.89

-0.725 (-1.74%)

04:55
09/20/19
09/20
04:55
09/20/19
04:55
Conference/Events
Targa Resources management to meet with RBC Capital »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 20

    Sep

IRM

Iron Mountain

$32.15

-0.02 (-0.06%)

04:55
09/20/19
09/20
04:55
09/20/19
04:55
Conference/Events
Iron Mountain management to meet with RBC Capital »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 20

    Sep

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