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TSM

TSMC

$45.51

-0.945 (-2.03%)

06:09
09/30/19
09/30
06:09
09/30/19
06:09

TSMC upgraded to Conviction Buy from Buy at Goldman Sachs

Goldman Sachs analyst Bruce Lu added TSMC to his firm's Conviction List while reiterating a Buy rating on the shares. The analyst has a $55 price target for the stock, which represents 21% upside. Following a re-examination of industry capacity builds and order revisions, the analyst thinks he;s underestimating the positive impacts on TSMC arising from trade uncertainty. Further, Lu believes "faster and a larger magnitude" of 5G builds could drive upside to his estimates for TSMC.

  • 17

    Oct

TSM TSMC
$45.51

-0.945 (-2.03%)

08/12/19
STFL
08/12/19
NO CHANGE
Target $57
STFL
Buy
Applied Materials well positioned to outperform in 2020, says Stifel
In a preview of Applied Materials' (AMAT) July-end quarterly report, Stifel analyst Patrick Ho said he expects the company to meet his $3.52B and 69c revenue and pro-forma EPS estimates and sees the company reiterating some of the same commentary on the current environment that has been made recently by other industry players. However, he continues to believe Applied is well positioned to outperform in 2020, citing its favorable position in TSMC (TSM), which he calls "the leading-edge foundry," as well as an expected recovery in NAND spending and the beginnings of a recovery in display spending. Ho keeps a Buy rating and $57 price target on Applied Materials shares.
09/03/19
EVER
09/03/19
UPGRADE
EVER
Evercore ISI 'going all in' on semi equipment, upgrades KLA-Tencor, Lam Research
As previously reported, Evercore ISI analyst C.J. Muse upgraded Lam Research (LRCX) and KLA-Tencor (KLAC), each to Outperform from In Line, citing his view that there are both company and industry specific catalysts that will lead the Semiconductor Equipment stocks higher into year-end. The analyst, who laid out sustained leading edge investments at TSMC (TSM), Samsung (SSNLF) spending in logic and ongoing catch-up by Intel (INTC) as among the key drivers of upside, noted that he now rates all four front-end equipment companies at Outperform as he also has that rating on ASML (ASML) and Applied Materials (AMAT). Also as previously reported, Muse upgraded Western Digital (WDC) to In Line from Underperform and raised his price target for the shares to $50 from $30, stating he sees near-term earnings upside being balanced by long-term structural concerns. He raised his price target on Lam shares to $250 from $195 and increased his KLA-Tencor target to $175 from $140.
09/04/19
MSCO
09/04/19
UPGRADE
MSCO
Overweight
TSMC upgraded to Overweight from Equal Weight at Morgan Stanley
09/13/19
NEED
09/13/19
NO CHANGE
Target $56
NEED
Buy
Applied Materials price target raised to $56 from $52 at Needham
Needham analyst N.Quinn Bolton raised his price target on Applied Materials (AMAT) to $56 and kept his Buy rating as part of his broader industry report profiling the shift in TSMC (TSM) WFE spending shift from 20nm to 5nm and the recent news that it may increase its 2019 capital expenditure from $10B-$11B to as much as $12.5B. The analyst adds that his new price target implies a forward earnings multiple of 13.5-times, up from 12.5-times in his prior model, reflecting the stronger TSMC outlook and the recent sector rotation into cyclicals benefiting the Semiconductor Capital Equipment industry.

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ORAN

Orange SA

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GPOR

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WMT

Walmart

$120.65

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AMAT

Applied Materials

$56.89

-0.24 (-0.42%)

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Upgrade
Applied Materials rating change  »

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JD

JD.com

$33.57

0.21 (0.63%)

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Breaking Earnings news story on JD.com »

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JD

JD.com

$33.57

0.21 (0.63%)

05:37
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Earnings
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NVDA

Nvidia

$209.88

1.33 (0.64%)

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AMAT

Applied Materials

$56.89

-0.24 (-0.42%)

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MAT

Mattel

$12.32

0.35 (2.92%)

05:30
11/15/19
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Conference/Events
Mattel to host business news update conference call »

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  • 15

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MITK

Mitek Systems

$7.70

-0.34 (-4.23%)

, WFC

Wells Fargo

$53.50

0.23 (0.43%)

05:29
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Downgrade
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MITK

Mitek Systems

$7.70

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WFC

Wells Fargo

$53.50

0.23 (0.43%)

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  • 14

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FCX

Freeport McMoRan

$10.81

-0.02 (-0.18%)

, SCCO

Southern Copper

$37.10

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FCX

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$10.81

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SCCO

Southern Copper

$37.10

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WAB

Wabtec

$78.54

0.35 (0.45%)

05:24
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Initiation
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CNP

CenterPoint Energy

$26.68

-1.42 (-5.05%)

05:21
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Downgrade
CenterPoint Energy rating change  »

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GPRK

GeoPark

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MITK

Mitek Systems

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ATLKY

Atlas Copco

$0.00

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SALRF

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CNP

CenterPoint Energy

$26.68

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Downgrade
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DDAIF

Daimler AG

$0.00

(0.00%)

05:13
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Downgrade
Daimler AG rating change  »

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SWAV

ShockWave Medical

$36.47

1.38 (3.93%)

05:11
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  • 15

    Nov

05:10
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General news
FX Action: The yen is trading softer »

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BGNE

BeiGene

$195.90

-1.25 (-0.63%)

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NXTC

NextCure

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  • 15

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AAPL

Apple

$262.66

-1.86 (-0.70%)

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Recommendations
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