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LRCX

Lam Research

$232.25

-2.66 (-1.13%)

16:09
10/23/19
10/23
16:09
10/23/19
16:09

Lam Research reports Q1 EPS $3.18, consensus $3.01

Reports Q1 revenue $2.17B, consensus $2.16B. "Lam delivered solid results in the September quarter, highlighted by strong profitability," said Tim Archer, Lam Research's President and Chief Executive Officer. "Through our unwavering commitment to customer collaboration and technology innovation, Lam has laid a foundation for long-term growth and outperformance."

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    Nov

LRCX Lam Research
$232.25

-2.66 (-1.13%)

10/01/19
KEYB
10/01/19
NO CHANGE
KEYB
KeyBanc makes four Semiconductor rating changes after trip to Asia
KeyBanc analyst Weston Twigg made four rating changes in the Semiconductors space after his quarterly trip to Asia revealed overall demand trends, while still weak, "are not getting worse." The analyst was encouraged to find inventories are beginning to normalize and that expectations are for normal seasonality in Q4. As a result, he upgraded Analog Devices (ADI), Microchip (MCHP), and NXP Semiconductors (NXPI) to Overweight from Sector Weight. Conversely, the China insourcing trends at Huawei and other manufacturers are accelerating faster than Twigg had expected, which results in his downgrade of Xilinx (XLNX) to Sector Weight from Overweight. The analyst also recommends building long-term positions in semi-cap and memory stocks like KLA-Tencor (KLAC), Teradyne (TER), Micron Technology (MU), MKS Instruments (MKSI), Entegris (ENTG), Applied Materials (AMAT) and Lam Research (LRCX). Lastly, Twigg says that initial demand for Apple's (AAPL) new iPhone "appears to be slightly worse than expected."
09/23/19
SBSH
09/23/19
UPGRADE
Target $68
SBSH
Buy
Advanced Energy upgraded to Buy from Neutral at Citi
Citi analyst Atif Malik upgraded Advanced Energy Industries (AEIS) to Buy from Neutral and raised his price target for the shares to $68 from $55. The analyst is moving to a "more offensive" Semiconductor Capital Equipment stance as he believes the memory market is showing signs of recovery and that 5G logic investments are accelerating, which adds confidence to his 2020/2021 wafer-fab equipment recovery thesis. Malik's top equipment picks remain Lam Research (LRCX) and Applied Materials (AMAT). He upgraded Advanced Energy to Buy and moved MKS Instruments (MKSI) to his favorite SMID cap pick. The analyst also likes KLA-Tencor (KLAC), Teradyne (TER) and Advanced Energy on their "5G appeal."
09/19/19
WELS
09/19/19
NO CHANGE
Target $235
WELS
Market Perform
Lam Research price target raised to $235 from $230 at Wells Fargo
Wells Fargo analyst Joe Quatrochi raised his price target for Lam Research to $235 from $200, while reiterating a Market Perform rating on the shares. The analyst thinks Lam's services business remains underappreciated, but notes that pushback from investors has consistently highlighted the lack of quarterly revenue disclosure with many focused on the mix of lumpier upgrades and refurbs versus long-term service contract penetration.
09/18/19
NOMU
09/18/19
INITIATION
Target $216
NOMU
Neutral
Lam Research initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst David Wong started Lam Research with a Neutral rating and $216 price target. The analyst sees near-term uncertainty in the semiconductor equipment business environment.

TODAY'S FREE FLY STORIES

WSM

Williams-Sonoma

$70.48

-0.88 (-1.23%)

21:33
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W

Wayfair

$84.57

1.28 (1.54%)

21:31
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VFC

VF Corp.

$84.69

-1.7 (-1.97%)

21:28
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21:28
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21:28
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VF Corp. initiated  »

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URBN

Urban Outfitters

$30.85

0.295 (0.97%)

21:25
11/12/19
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Initiation
Urban Outfitters initiated  »

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  • 19

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UAA

Under Armour

$17.29

-0.295 (-1.68%)

21:23
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11/12
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Initiation
Under Armour initiated  »

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ULTA

Ulta Beauty

$244.06

2.19 (0.91%)

21:19
11/12/19
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Initiation
Ulta Beauty initiated  »

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  • 05

    Dec

TJX

TJX

$58.40

-0.14 (-0.24%)

21:15
11/12/19
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Initiation
TJX initiated  »

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  • 19

    Nov

TPR

Tapestry

$26.38

-0.295 (-1.11%)

21:12
11/12/19
11/12
21:12
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21:12
Initiation
Tapestry initiated  »

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  • 20

    Nov

AFL

Aflac

$53.97

-0.04 (-0.07%)

21:02
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11/12
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21:02
Hot Stocks
Aflac names Frederick Crawford new COO »

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ROST

Ross Stores

$110.97

-1.16 (-1.03%)

21:00
11/12/19
11/12
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Initiation
Ross Stores initiated  »

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  • 21

    Nov

RL

Ralph Lauren

$111.44

-2.58 (-2.26%)

20:57
11/12/19
11/12
20:57
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20:57
Initiation
Ralph Lauren initiated  »

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RH

RH

$174.48

-0.18 (-0.10%)

20:56
11/12/19
11/12
20:56
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20:56
Initiation
RH initiated  »

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PVH

PVH Corp.

$96.91

0.14 (0.14%)

20:53
11/12/19
11/12
20:53
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20:53
Initiation
PVH Corp. initiated  »

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  • 26

    Nov

JWN

Nordstrom

$36.90

-0.52 (-1.39%)

20:51
11/12/19
11/12
20:51
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20:51
Initiation
Nordstrom initiated  »

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  • 20

    Nov

NKE

Nike

$89.51

-0.52 (-0.58%)

20:46
11/12/19
11/12
20:46
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20:46
Initiation
Nike initiated  »

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EYE

National Vision

$27.03

0.24 (0.90%)

20:43
11/12/19
11/12
20:43
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20:43
Initiation
National Vision initiated  »

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LB

L Brands

$17.53

0.02 (0.11%)

20:40
11/12/19
11/12
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20:40
Initiation
L Brands initiated  »

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  • 21

    Nov

BABA

Alibaba

$186.97

0.26 (0.14%)

20:25
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Periodicals
Alibaba gets approval to sell shares in Hong Kong, SCMP reports »

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  • 19

    Nov

ENR

Energizer

$42.01

-1.1 (-2.55%)

, SPB

Spectrum Brands

$51.19

-0.76 (-1.46%)

20:25
11/12/19
11/12
20:25
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20:25
Earnings
Notable companies reporting before tomorrow's open »

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ENR

Energizer

$42.01

-1.1 (-2.55%)

SPB

Spectrum Brands

$51.19

-0.76 (-1.46%)

SSYS

Stratasys

$20.74

0.04 (0.19%)

FVRR

Fiverr

$21.56

-0.47 (-2.13%)

MTOR

Meritor

$23.44

-0.25 (-1.06%)

03/08/13
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DDOG

Datadog

$34.40

0.89 (2.66%)

20:02
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11/12
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20:02
Hot Stocks
Datadog establishes Japanese subsidiary »

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NKE

Nike

$89.51

-0.52 (-0.58%)

, AMZN

Amazon.com

$1,778.33

6.63 (0.37%)

19:40
11/12/19
11/12
19:40
11/12/19
19:40
Periodicals
Nike says to end retail pilot project w/ Amazon.com but continue AWS partnership 

Report from Bloomberg.

NKE

Nike

$89.51

-0.52 (-0.58%)

AMZN

Amazon.com

$1,778.33

6.63 (0.37%)

03/08/13
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    Nov

HPE

HP Enterprise

$17.34

-0.11 (-0.63%)

, FJTSY

Fujitsu

$0.00

(0.00%)

19:34
11/12/19
11/12
19:34
11/12/19
19:34
Hot Stocks
HP Enterprise's Cray to partner with Fujitsu on 'supercomputer' technology »

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HPE

HP Enterprise

$17.34

-0.11 (-0.63%)

FJTSY

Fujitsu

$0.00

(0.00%)

03/08/13
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IMAX

Imax

$21.26

-0.62 (-2.83%)

19:23
11/12/19
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19:23
Hot Stocks
Imax names Edwin Tan as CEO of Imax China »

IMAX China announced the…

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  • 14

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$308.96

0.57 (0.18%)

19:21
11/12/19
11/12
19:21
11/12/19
19:21
Periodicals
Tariffs on China imports become stumbling block to trade pact, WSJ says »

Tariffs are emerging as…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$308.96

0.57 (0.18%)

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CHK

Chesapeake

$0.67

-0.138 (-17.08%)

19:19
11/12/19
11/12
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19:19
Hot Stocks
Chesapeake CEO says 'strongly' believes in current capital program »

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