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AMBA

Ambarella

$53.11

-0.51 (-0.95%)

08:48
10/15/19
10/15
08:48
10/15/19
08:48

Ambarella doesn't see significant financial impact from U.S. Entity List Rule

In a regulatory filing, Ambarella noted that on October 9, the Bureau of Industry and Security of the United States Department of Commerce published a final rule adding 28 Chinese entities, including several China-based IP security camera customers of Ambarella, to the Entity List. "While the Entity List Rule will negatively impact the company's ability to ship items subject to BIS regulations, including US-produced system-on-chip, or SoC, products to the listed entities, at this time, the company expects that it will continue to be able to ship foreign-produced products to the listed entities, including SoCs responsible for a majority of the company's current revenue with those newly listed entities as well as the company's recently introduced computer vision SoCs. Consequently, based on information known to the company at this time, the company does not expect the Entity List Rule to have a significant impact on the company's current financial results and confirms the guidance provided and discussed in the company's last earnings call on August 29," Ambarella stated in the filing.

  • 18

    Oct

AMBA Ambarella
$53.11

-0.51 (-0.95%)

10/04/19
10/04/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. HP Inc. (HPQ) downgraded to Hold from Buy at Loop Capital with analyst Ananda Baruah citing HP's Analyst Day presentation disclosing strategic initiatives, job cuts, and a free cash flow guide of $3B in FY20 vs. $3.7B in FY21. 2. Insulet (PODD) downgraded to Neutral from Buy at UBS with analyst Matthew Taylor citing valuation. 3. NIO Inc. (NIO) downgraded to Neutral from Buy at Goldman Sachs with analyst Fei Fang saying Nio's share price has fallen 40% since September 24, when the company announced Q2 results, which Fang attributes to uncertainties about volume since Chinese EV sales have rapidly declined after the government reduced electric vehicle subsidies and about the company's capital structure and funding needs. 4. EchoStar (SATS) downgraded to Neutral from Buy at Citi with analyst Michael Rollins saying the company's lack of free cash flow and limited visibility on its future growth prospects will likely limit the potential for multiple expansion. 5. Ambarella (AMBA) resumed with a Hold from Buy at Stifel with analyst Tore Svanberg saying he believes inventory build in security surveillance, especially China, could limit near term upside in the stock. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/08/19
KEYB
10/08/19
NO CHANGE
KEYB
KeyBanc lowers Ambarella/ON estimates as HikVision/Dahua make U.S. Entity List
KeyBanc analyst John Vinh notes that the U.S. Department of Commerce announced that it has added 28 Chinese public security bureaus and companies, including HikVision and Dahua, to the U.S. Entity List for enabling activities contrary to the foreign policy interests of the United States. The analyst is lowering his estimates on Ambarella (AMBA) significantly as HikVision/Dahua represent a total of about 20% of the company's revenue. Additionally, he is also trimming his ON Semiconductor (ON) estimates, as Vinh believes the company's exposure to be about 1%-2%.
10/08/19
STFL
10/08/19
NO CHANGE
Target $54
STFL
Hold
Ambarella price target cut to $54 at Stifel after customers added to entity list
Stifel analyst Tore Svanberg noted Reuters' report that two of the 28 Chinese security companies added to the U.S. Entity List were Hikvision and Dahua, which he estimates make up about 25% of Ambarella's security camera revenue or about 15% of total sales. He thinks Ambarella may be able to continue to ship product to these customers, but expects the restrictions to hurt the camera makers' ability to acquire the full bill of materials, which could hurt Ambarella's end-market sales, Svanberg stated. He lowered his price target on Ambarella to $54 from $61 in light of the news and keeps a Hold rating on the stock.
10/08/19
MSCO
10/08/19
NO CHANGE
Target $60
MSCO
Overweight
Morgan Stanley still a buyer of Ambarella despite entity list news
Morgan Stanley analyst Joseph Moore said he remains a buyer of Ambarella (AMBA) shares despite reports that the list of 28 Chinese companies added to the U.S. entity list includes two customers that each make up low to mid teens percentage of the company's revenue, HIKVision and Dahua. He sees three potential mitigating factors: the fact that Ambarella may still be able to ship to entity list customers; the potential for Chinese customers to lose share to other Ambarella customers outside of China; and this impacts the legacy business and he is most enthused about Ambarella's computer vision ramp. Moore maintains an Overweight rating on Ambarella with an unchanged $60 price target. He also notes that ON Semiconductor (ON) has "modest exposure" to the surveillance market and that hard disk drive makers Seagate (STX) and Western Digital (WDC) also have "small exposure" to the surveillance markets.

TODAY'S FREE FLY STORIES

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ETNB

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BABA

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$185.44

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WFC

Wells Fargo

$53.80

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$53.80

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AAPL

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$265.73

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OXY

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BRK.B

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BRK.A

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$329,361.11

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  • 14

    Jan

DIS

Disney

$144.63

-2.56 (-1.74%)

09:43
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MDT

Medtronic

$112.11

2.9 (2.66%)

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  • 19

    Nov

BR

Broadridge

$119.80

0.485 (0.41%)

09:18
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MCD

McDonald's

$193.95

-0.02 (-0.01%)

, MDT

Medtronic

$112.11

2.9 (2.66%)

09:07
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Periodicals
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MCD

McDonald's

$193.95

-0.02 (-0.01%)

MDT

Medtronic

$112.11

2.9 (2.66%)

KO

Coca-Cola

$52.67

0.03 (0.06%)

PRU

Prudential

$93.61

0.82 (0.88%)

SYF

Synchrony

$37.05

0.34 (0.93%)

KEY

KeyCorp

$18.96

0.1 (0.53%)

T

AT&T

$39.49

0.53 (1.36%)

AMGN

Amgen

$220.84

2.29 (1.05%)

CSCO

Cisco

$45.10

0.18 (0.40%)

RCL

Royal Caribbean

$117.91

2.69 (2.33%)

MRK

Merck

$84.89

0.33 (0.39%)

JNJ

Johnson & Johnson

$134.97

3.99 (3.05%)

MSFT

Microsoft

$149.95

1.89 (1.28%)

JPM

JPMorgan

$129.51

0.83 (0.65%)

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AMZN

Amazon.com

$1,737.49

-17.22 (-0.98%)

, MSFT

Microsoft

$149.95

1.89 (1.28%)

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On The Fly
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AMZN

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$1,737.49

-17.22 (-0.98%)

MSFT

Microsoft

$149.95

1.89 (1.28%)

AAPL

Apple

$265.73

3.07 (1.17%)

CI

Cigna

$196.08

6.41 (3.38%)

CNC

Centene

$57.57

2.91 (5.32%)

CVS

CVS Health

$74.27

1.34 (1.84%)

HUM

Humana

$335.43

17.48 (5.50%)

UNH

UnitedHealth

$269.44

13.68 (5.35%)

WCG

WellCare

$312.01

10.155 (3.36%)

HNT

Health Net

$0.00

(0.00%)

MOH

Molina Healthcare

$129.60

7.3 (5.97%)

ANTM

Anthem

$298.18

16.14 (5.72%)

HCA

HCA Healthcare

$137.98

3.51 (2.61%)

CYH

Community Health

$3.12

0.25 (8.71%)

LPNT

LifePoint

$0.00

(0.00%)

UHS

Universal Health

$144.30

3.13 (2.22%)

THC

Tenet

$30.55

1.08 (3.66%)

GM

General Motors

$36.87

0.07 (0.19%)

FCAU

Fiat Chrysler

$16.02

0.04 (0.25%)

TM

Toyota

$144.29

1.16 (0.81%)

F

Ford

$8.96

0.16 (1.82%)

HMC

Honda

$28.99

0.155 (0.54%)

VWAGY

Volkswagen

$0.00

(0.00%)

BMWYY

BMW

$0.00

(0.00%)

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MDCO

The Medicines Co.

$51.92

1.03 (2.02%)

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Roth Capital pharmaceuticals analysts to hold a luncheon »

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  • 16

    Nov

CVET

Covetrus

$14.93

1.44 (10.67%)

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CMCSK

Comcast

$0.00

(0.00%)

, CMCSA

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$44.54

-0.93 (-2.05%)

18:02
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CMCSK

Comcast

$0.00

(0.00%)

CMCSA

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$44.54

-0.93 (-2.05%)

VIAB

Viacom

$23.07

0.59 (2.62%)

VIA

Viacom

$26.59

1.28 (5.06%)

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  • 09

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CWK

Cushman & Wakefield

$19.10

0.1 (0.53%)

17:48
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Cushman & Wakefield CEO sells 84.6K share of common stock »

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  • 12

    Nov

LMT

Lockheed Martin

$393.52

3.305 (0.85%)

17:39
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Lockheed Martin awarded maximum $3.33B Air Force contract »

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ESCA

Escalade

$10.90

-0.09 (-0.82%)

17:38
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Escalade CEO Fetherman to retire »

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CZR

Caesars

$12.96

0.1 (0.78%)

, ERI

Eldorado Resorts

$52.10

0.93 (1.82%)

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Eldorado, Caesars stockholders approve Eldorado acquisition of Caesars »

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CZR

Caesars

$12.96

0.1 (0.78%)

ERI

Eldorado Resorts

$52.10

0.93 (1.82%)

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  • 15

    Nov

EGRX

Eagle Pharmaceuticals

$57.24

0.55 (0.97%)

17:15
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Syndicate
Breaking Syndicate news story on Eagle Pharmaceuticals »

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FN

Fabrinet

$60.82

0.84 (1.40%)

17:11
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Hot Stocks
Fabrinet President Gill sells 12.9K shares of common stock »

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  • 12

    Dec

TEUM

Pareteum

$0.38

-0.0209 (-5.21%)

17:05
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Pareteum receives noncompliance notice from Nasdaq »

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HEXO

Hexo

$1.78

-0.1 (-5.32%)

17:00
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Hexo was cannabis was being grown in unlicensed space at Niagara site »

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AMGN

Amgen

$220.84

2.29 (1.05%)

, CELG

Celgene

$110.02

-0.01 (-0.01%)

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Bristol-Myers gets FTC clearance for Celgene acquisition »

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AMGN

Amgen

$220.84

2.29 (1.05%)

CELG

Celgene

$110.02

-0.01 (-0.01%)

BMY

Bristol-Myers

$58.61

0.11 (0.19%)

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RAVE

Rave Restaurant

$1.44

-0.79 (-35.43%)

16:47
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BBRC Asset Management reports 6.6% passive stake in Rave Restaurant »

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CHAP

Chaparral Energy

$0.89

-0.0521 (-5.52%)

16:46
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Hot Stocks
Chaparral Energy receives continued listing standard notice from NYSE »

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16:45
11/15/19
11/15
16:45
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16:45
General news
Breaking General news story  »

San Francisco Federal…

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Breaking General news story  »

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CI

Cigna

$196.08

6.41 (3.38%)

, CNC

Centene

$57.57

2.91 (5.32%)

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On The Fly
Fly Intel: Wall Street's top stories for Friday »

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CI

Cigna

$196.08

6.41 (3.38%)

CNC

Centene

$57.57

2.91 (5.32%)

CVS

CVS Health

$74.27

1.34 (1.84%)

HUM

Humana

$335.43

17.48 (5.50%)

UNH

UnitedHealth

$269.44

13.68 (5.35%)

WCG

WellCare

$312.01

10.155 (3.36%)

HNT

Health Net

$0.00

(0.00%)

MOH

Molina Healthcare

$129.60

7.3 (5.97%)

ANTM

Anthem

$298.18

16.14 (5.72%)

HCA

HCA Healthcare

$137.98

3.51 (2.61%)

CYH

Community Health

$3.12

0.25 (8.71%)

LPNT

LifePoint

$0.00

(0.00%)

UHS

Universal Health

$144.30

3.13 (2.22%)

NVDA

Nvidia

$204.12

-5.76 (-2.74%)

AMZN

Amazon.com

$1,739.33

-15.38 (-0.88%)

MSFT

Microsoft

$149.95

1.89 (1.28%)

UAA

Under Armour

$17.78

0.65 (3.79%)

UA

Under Armour

$15.97

0.41 (2.64%)

AMRN

Amarin

$23.99

2.5 (11.63%)

JNJ

Johnson & Johnson

$134.97

3.99 (3.05%)

GOOG

Alphabet

$1,334.01

21.82 (1.66%)

GOOGL

Alphabet Class A

$1,333.33

23.54 (1.80%)

ORCL

Oracle

$56.43

0.33 (0.59%)

RH

RH

$188.73

13.535 (7.73%)

QGEN

Qiagen

$40.56

3.255 (8.73%)

FTCH

Farfetch

$9.66

2.17 (28.97%)

THC

Tenet

$30.55

1.08 (3.66%)

TORC

resTORbio

$1.10

-6.83 (-86.13%)

ACB

Aurora Cannabis

$2.72

-0.57 (-17.33%)

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