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ADI

Analog Devices

$115.00

1.13 (0.99%)

, TXN

Texas Instruments

$129.33

2.4 (1.89%)

07:19
09/12/19
09/12
07:19
09/12/19
07:19

Barclays upgrades Analog Devices to Overweight as winner in Massive MIMO

Barclays analyst Blayne Curtis upgraded Analog Devices to Overweight from Equal Weight and raised his price target for the shares to $130 from $105. The analyst views the company as the biggest winner in the massive multiple-input multiple-output rollout. Analog Devices is the "clearest winner in Massive MIMO" and will look cheap as 2021 estimates come into focus, Curtis tells investors in a research note. He believes the company's content, with Texas Instruments (TXN) being the only competition, scales as Massive MIMO drives higher channels per radio. Korea deployed Massive MIMO widely in its 5G rollout and China should as well, but other regions may take a more tempered approach favoring dense/urban environments first, says Curtis.

ADI

Analog Devices

$115.00

1.13 (0.99%)

TXN

Texas Instruments

$129.33

2.4 (1.89%)

  • 23

    Sep

ADI Analog Devices
$115.00

1.13 (0.99%)

07/10/19
JEFF
07/10/19
NO CHANGE
JEFF
Texas Instruments, Analog Devices 'ownable' for next 4 cycles, says Jefferies
Jefferies analyst Mark Lipacis says shares of Analog Devices (ADI) and Texas Instruments (TXN) are "ownable" through the next four cycles. The analyst updated his "Analog Renaissance Report" and believes consolidation is "better and faster" than previously thought and that his three-to-five year earnings bull case is 50%/100% above 2019 consensus estimates.
08/15/19
STFL
08/15/19
NO CHANGE
Target $125
STFL
Buy
Analog Devices estimates cut at Stifel following peer guidance
Ahead of Analog Devices' (ADI) Q3 earnings report on August 21, Stifel analyst Tore Svanberg lowered his estimates for calendar 2019 and 2020 revenue to account for the fact that guidance from peers Maxim Integrated (MXIM), NXP Semiconductors (NXPI) and Texas Instruments (TXN) were lower than expected by an average of 571 basis points. The analyst, who expects relatively in-line July quarter results but a softer October quarter outlook from Analog Devices, trimmed his price target on the stock to $125 from $127 to account for his lowered estimates, but maintains a Buy rating.
08/19/19
RBCM
08/19/19
NO CHANGE
RBCM
Outperform
RBC says focus of Analog Devices report will be on 5G comments, share gains
RBC Capital analyst Mitch Steves offered a preview of Analog Devices' July quarter report, contending that the focus will be on the company's update on the anticipated roll out of 5G products through 2020/2021 as well as on share gains on the industrial side and in autos. The analyst, who views Analog Devices' as "the best asset in our coverage in the Analog space," keeps an Outperform rating on the stock. The company is scheduled to report on its Q3 results on August 21.
09/12/19
LEHM
09/12/19
UPGRADE
Target $130
LEHM
Overweight
Analog Devices upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Blayne Curtis upgraded Analog Devices to Overweight from Equal Weight and raised his price target for the shares to $130 from $105.
TXN Texas Instruments
$129.33

2.4 (1.89%)

07/24/19
BMOC
07/24/19
NO CHANGE
Target $150
BMOC
Outperform
Texas Instruments price target raised to $150 from $130 at BMO Capital
BMO Capital analyst Ambrish Srivastava raised his price target on Texas Instruments to $150 and kept his Outperform rating after its Q2 earnings beat that was driven by lower operating expense and better gross margins. The analyst also raises his FY19 and FY20 EPS forecasts by 33c and 17c to $5.37 and $6.17 respectively, saying he sees "meaningfully higher free cash flows and earnings potential" as the company's 300mm manufacturing footprint continues to grow.
07/24/19
LOOP
07/24/19
NO CHANGE
Target $140
LOOP
Buy
Texas Instruments price target raised to $140 from $126 at Loop Capital
Loop Capital analyst Cody Acree raised his price target on Texas Instruments to $140 and kept his Buy rating after the company's "solid upside" reported in Q2 along with a "more steady and constructive tone" conveyed by its management in the earnings call. The analyst says that in the prior earnings call, Texas Instruments was "more dour" about the "broad based" semiconductor weakness and limited visibility along with the uncertainty related to U.S.-China trade. Acree sees the stock as well positioned to manage the industry correction cycle and return to sector growth.
08/29/19
STFL
08/29/19
NO CHANGE
Target $117
STFL
Hold
Texas Instruments price target lowered to $117 from $122 at Stifel
Stifel analyst Tore Svanberg lowered his estimates for analog semiconductor suppliers, including Texas Instruments, based on continued macro softness and his expectations for the overall analog industry to be down 11% year-over-year in 2019 with "only a modest" 1%-3% growth recovery in 2020. He lowered his price target for Texas Instruments shares to $117 from $122 and keeps a Hold rating on the shares.

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AKAM

Akamai

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GD

General Dynamics

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QCOM

Qualcomm

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1.26 (1.65%)

, MSFT

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QCOM

Qualcomm

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MSFT

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BC

Brunswick

$54.42

0.715 (1.33%)

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WFC

Wells Fargo

$49.76

0.46 (0.93%)

11:36
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11:36
Earnings
Wells Fargo CFO sees FY20 NII down low to mid-single-digits »

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WMT

Walmart

$119.13

0.01 (0.01%)

11:36
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ATVI

Activision Blizzard

$54.66

-0.34 (-0.62%)

, NTDOY

Nintendo

$0.00

(0.00%)

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ATVI

Activision Blizzard

$54.66

-0.34 (-0.62%)

NTDOY

Nintendo

$0.00

(0.00%)

03/08/13
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ENPH

Enphase Energy

$23.90

-0.85 (-3.43%)

11:25
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11:25
Options
Enphase Energy call volume above normal and directionally bullish »

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  • 29

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Treasury announced a $95 B in 4- and 8-week bills for Thursday »

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Internet & Digital…

MIME

Mimecast

$39.48

0.53 (1.36%)

, SPLK

Splunk

$121.10

1.43 (1.20%)

11:25
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MIME

Mimecast

$39.48

0.53 (1.36%)

SPLK

Splunk

$121.10

1.43 (1.20%)

SAIL

SailPoint

$18.48

0.1 (0.54%)

CHKP

Check Point

$109.73

0.95 (0.87%)

PFPT

Proofpoint

$130.69

1.035 (0.80%)

ZS

Zscaler

$47.50

-0.04 (-0.08%)

FTNT

Fortinet

$79.42

0.17 (0.21%)

PANW

Palo Alto Networks

$213.94

0.29 (0.14%)

BOX

Box

$16.89

0.11 (0.66%)

FEYE

FireEye

$15.03

0.035 (0.23%)

CYBR

CyberArk

$105.00

1.87 (1.81%)

SYMC

Symantec

$23.62

0.195 (0.83%)

FSCT

ForeScout

$25.86

0.29 (1.13%)

03/08/13
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PDFS

PDF Solutions

$13.14

0.145 (1.12%)

11:25
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Conference/Events
PDF Solutions to host analyst day »

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Conference/Events
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AMBA

Ambarella

$55.42

2.31 (4.35%)

11:23
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  • 18

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GS

Goldman Sachs

$202.74

-3.07 (-1.49%)

, WE

We Company

$0.00

(0.00%)

11:20
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Breaking Hot Stocks news story on Goldman Sachs, We Company »

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GS

Goldman Sachs

$202.74

-3.07 (-1.49%)

WE

We Company

$0.00

(0.00%)

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  • 15

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DXCM

DexCom

$150.26

-9.94 (-6.20%)

, TNDM

TNDM

11:20
10/15/19
10/15
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11:20
Recommendations
DexCom, TNDM, Abbott analyst commentary  »

DexCom should be bought…

DXCM

DexCom

$150.26

-9.94 (-6.20%)

TNDM

TNDM

ABT

Abbott

$81.98

2.17 (2.72%)

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

11:17
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

11:16
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YUM

Yum! Brands

$112.10

-0.73 (-0.65%)

11:16
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Periodicals
Taco Bell seasoned beef recalled over metal contamination concerns, CNN says »

About 2M pounds of…

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11:15
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11:15
General news
Breaking General news story  »

3-Month Bill Auction to…

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