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NVDA

Nvidia

$211.70

3.56 (1.71%)

, AMD

AMD

$36.96

0.66 (1.82%)

11:15
11/12/19
11/12
11:15
11/12/19
11:15

Nvidia price target raised to $240 from $190 at Susquehanna

Susquehanna analyst Christopher Rolland raised his price target for Nvidia (NVDA) to $240 from $190 ahead of the company's Q3 results on November 14. While difficult to make a clear call on the quarter, this is the first time in many quarters that expectations are generally in-check with typical seasonality, Rolland tells investors in a pre-research note. He points out that Nvidia in the quarter refreshed its high-end RTX cards to combat the 7nm graphics processing unit launch from AMD (AMD). While AMD was able to gain modest share in aftermarket graphics cards during the quarter and is now rumored to be launching a lower-priced Navi GPU to compete in the midrange, the analyst believes Nvidia will take back most lost share on the release of 7nm next year. With the company facing "the most reasonable Street expectations in quite some time," Rolland reiterates a Positive rating on Nvidia.

NVDA

Nvidia

$211.70

3.56 (1.71%)

AMD

AMD

$36.96

0.66 (1.82%)

  • 14

    Nov

  • 20

    Nov

  • 09

    Dec

NVDA Nvidia
$211.70

3.56 (1.71%)

11/07/19
RAJA
11/07/19
NO CHANGE
Target $180
RAJA
Outperform
Nvidia could launch 7nm datacenter project in Q1 or Q2, says Raymond James
Raymond James analyst Chris Caso previewed Nvidia's upcoming October quarter report, saying that his quarter-end checks didn't turn up anything he would consider substantially different from Q3/Q4 expectations, but notes that he is slightly below consensus for Q4, which he feels is appropriate given the macro environment. However, Caso says that his checks "surprisingly" didn't turn up the channel activity that would typically precede an imminent launch of the anticipated 7nm datacenter product, and thinks a launch is more likely to be in Q1 or Q2 of 2020 as opposed to this quarter. The timing could have an impact on quarterly results, Caso says. He keeps an Outperform rating and $180 price target on the shares.
11/11/19
UBSW
11/11/19
NO CHANGE
Target $240
UBSW
Buy
Nvidia price target raised to $240 ahead of earnings, DC product launch at UBS
UBS analyst Timothy Arcuri raised his price target on Nvidia shares to $240 from $195 ahead of the company's October quarter earnings report. He models quarterly revenue and EPS of $2.91B and $1.61, respectively, which he notes is "more or less" in-line with consensus, but he still sees a path higher for the stock despite the fact that it has outperformed both the S&P 500 and S&P 500 Semis by a "wide margin" over the last three months. Data is starting to play out to prove strength in gaming as ray tracing becomes standard and in the data center as the new 7nm product should be announced next week, said Arcuri. He thinks "performance-focused" customers like Google (GOOGL) are waiting for this new 7nm product and that others are building it into their 2020 roadmaps, the analyst added.
11/11/19
DBAB
11/11/19
NO CHANGE
Target $190
DBAB
Hold
Nvidia price target raised to $190 from $160 at Deutsche Bank
Deutsche Bank analyst Ross Seymore raised his price target for Nvidia to $190 from $160 ahead of the company's Q3 results and keeps a Hold rating on the shares. With the stock up 30% since the company's last earnings report, investors are expecting a "solid beat/raise heading into earnings," Seymore tells investors in a research note. He sees potential for "modest" upside relative to expectations but believes "much of this goodness is already reflected in the shares."
11/12/19
OPCO
11/12/19
NO CHANGE
Target $250
OPCO
Outperform
Nvidia price target raised to $250 from $190 at Oppenheimer
Oppenheimer analyst Rick Schafer raised his price target for Nvidia to $250 from $190 ahead of its quarterly earnings, saying he expects a beat and raise set up for Q3. In a research note to investors, Schafer, who maintains an Outperform rating, says he sees upside led by continued post-crypto rebound in core gaming as well as improved hyperscaler spend on DC/Cloud and adds that he remains a buyer of Nvidia, as the company appears positioned to capitalize on long-term secular trends in DC, high performance gaming, and autonomous vehicles.
AMD AMD
$36.96

0.66 (1.82%)

10/30/19
10/30/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Biogen (BIIB) upgraded to Outperform from Market Perform at Bernstein with analyst Aaron Gal saying that the controversy is solidly around aducanumab. 2. Nu Skin (NUS) upgraded to Hold from Sell at Stifel with analyst Mark Astrachan saying while he thinks trends in China, which makes up 33% of sales, will likely remain negative for the foreseeable future, he now thinks they are unlikely to worsen. 3. Microchip (MCHP) upgraded two notches to Strong Buy from Market Perform at Raymond James while Analog Devices (ADI) was upgraded to Outperform from Market Perform. 4. National Oilwell (NOV) upgraded to Buy from Neutral at Goldman Sachs with analyst Angie Sedita citing the company's revenue growth and cost cutting. 5. AMD (AMD) upgraded to Buy from Hold at Loop Capital and CFRA. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/31/19
ARGS
10/31/19
NO CHANGE
Target $40
ARGS
Buy
AMD price target raised to $40 from $35 at Argus
Argus analyst Jim Kelleher raised his price target on AMD to $40 and kept his Buy rating after its Q3 results, saying that while the stock price dipped on "slightly below-consensus" Q4 revenue guidance, the company appears to be taking market share in the value-added segments of the computer processing industry. The analyst notes that AMD has experienced sequential revenue deceleration from Q3 to Q4 for the past 6 years, but given its ramps in Ryzen and EPYC chips, it is guiding a "historical" sequential acceleration for Q4 of this year.
10/31/19
BARD
10/31/19
NO CHANGE
Target $30
BARD
Neutral
AMD remains a market share growth and turnaround story, says Baird
Baird analyst Tristan Gerra said AMD is a market share growth and turnaround story, with gains in both PCs and in the higher-margin data center market. The analyst said the company continued its strong execution and above expectation PC share gains during the quarter but still sees the stock's valuation as high. Gerra maintained his Neutral rating and $30 price target on AMD shares.
11/06/19
NOMU
11/06/19
NO CHANGE
NOMU
Buy
AMD share gain momentum continues, says Nomura Instinet
AMD (AMD) gained market share in data center, desktop, and notebook processors in the September quarter, Nomura Instinet analyst David Wong tells investors in a research note. Further, a rebound in data center processor demand and "firmness" in PC pricing are supporting a return to overall growth for both Intel (INTC) and AMD, the analyst adds. He also notes that AMD's December quarter sales guidance midpoint implies an expectation of 48% year-over-year growth. Wong reiterates Buy ratings on both AMD and Intel.

TODAY'S FREE FLY STORIES

RUHN

Ruhnn

$6.19

-0.2 (-3.13%)

04:55
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Ruhnn management to meet with Mizuho »

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04:55
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Piper Jaffray biotech analysts to hold a KOL luncheon »

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SRRA

Sierra Oncology

$0.49

0.1035 (27.13%)

04:55
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Sierra Oncology to hold an analyst and investor event »

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MGTA

Magenta Therapeutics

$13.29

0.3 (2.31%)

19:31
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Magenta reports results from MGTA-145 stem cell mobilization program »

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  • 07

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PFE

Pfizer

$38.29

0.26 (0.68%)

, BMY

Bristol-Myers

$59.94

0.435 (0.73%)

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Bristol-Myers Squibb-Pfizer Alliance reports analysis of Eliquis »

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PFE

Pfizer

$38.29

0.26 (0.68%)

BMY

Bristol-Myers

$59.94

0.435 (0.73%)

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UMRX

Unum Therapeutics

$0.70

0.0177 (2.61%)

19:25
12/07/19
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Unum Therapeutics announces Phase 1 clinical updates for T-cell therapies »

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MGTA

Magenta Therapeutics

$13.29

0.3 (2.31%)

19:25
12/07/19
12/07
19:25
12/07/19
19:25
Conference/Events
Magenta Therapeutics to hold an investor and analyst event »

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AUTL

Autolus Therapeutics

$14.60

-0.18 (-1.22%)

19:23
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Hot Stocks
Autolus presents new data on T cell therapies in leukemia, lymphoma »

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BMY

Bristol-Myers

$59.94

0.435 (0.73%)

19:19
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Bristol-Myers says lisocabtagene maraleucel study met both endpoints »

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SGEN

Seattle Genetics

$117.52

0.37 (0.32%)

19:16
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Seattle Genetics reports updated Adcetris plus Opdivo Hodgkin lymphoma data »

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GILD

Gilead

$67.09

1.16 (1.76%)

19:12
12/07/19
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19:12
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Gilead's Kite announces long-term data from ZUMA-1 study in lymphoma »

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  • 07

    Dec

CRTX

Cortexyme

$28.00

-6.15 (-18.01%)

19:10
12/07/19
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Cortexyme says COR388 reduced levels of ApoE protein in Phase I study »

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MNK

Mallinckrodt

$3.40

0.015 (0.44%)

12:15
12/07/19
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Mallinckrodt presents data on infantile spasms predictive model »

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  • 07

    Dec

STOK

Stoke Therapeutics

$28.91

3.99 (16.01%)

12:13
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Hot Stocks
Stoke Therapeutics presents preclinical data from studies of STK-001 »

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APTO

Aptose Biosciences

$2.55

-0.04 (-1.54%)

12:11
12/07/19
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Hot Stocks
Aptose reports CG-806 data in patients with chronic lymphocytic leukemia »

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EPZM

Epizyme

$18.22

2.9 (18.93%)

10:09
12/07/19
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Epizyme announces 'positive, mature data' for Phase 2 trial of tazemetostat »

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PRNB

Principia Biopharma

$37.30

0.86 (2.36%)

10:07
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FB

Facebook

$200.99

1.64 (0.82%)

, GOOGL

Alphabet Class A

$1,339.41

11.6 (0.87%)

09:31
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Week in review: How Trump's policies moved stocks »

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FB

Facebook

$200.99

1.64 (0.82%)

GOOGL

Alphabet Class A

$1,339.41

11.6 (0.87%)

GOOG

Alphabet

$1,341.23

12.23 (0.92%)

AAPL

Apple

$270.71

5.15 (1.94%)

AMZN

Amazon.com

$1,750.79

10.2 (0.59%)

SQ

Square

$68.00

0.85 (1.27%)

TWTR

Twitter

$30.19

0.16 (0.53%)

CSIQ

Canadian Solar

$18.35

0.39 (2.17%)

FSLR

First Solar

$53.36

1.06 (2.03%)

JASO

JA Solar

$0.00

(0.00%)

SPWR

SunPower

$7.23

0.15 (2.12%)

TSL

Trina Solar

$0.00

(0.00%)

YGE

Yingli Green Energy

$0.00

(0.00%)

AKS

AK Steel

$3.24

0.065 (2.05%)

MT

ArcelorMittal

$17.88

0.43 (2.46%)

NUE

Nucor

$57.60

1.13 (2.00%)

STLD

Steel Dynamics

$35.10

0.67 (1.95%)

TMST

TimkenSteel

$6.90

0.41 (6.32%)

X

U.S. Steel

$13.95

0.615 (4.61%)

AA

Alcoa

$20.60

0.68 (3.41%)

03/08/13
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  • 09

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FATE

Fate Therapeutics

$13.64

0.07 (0.52%)

09:27
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Fate Therapeutics reports initial clinical data for FT516 and FT50 »

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  • 07

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09:25
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09:25
Conference/Events
JPMorgan enterprise software analyst to hold an analyst/industry conference call »

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CRVS

Corvus Pharmaceuticals

$4.26

-0.36 (-7.79%)

09:23
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Corvus reports initial results from Phase 1/1b trial of CPI-818 »

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KPTI

Karyopharm

$16.30

-1.15 (-6.59%)

09:21
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Karyopharm announces updated Xpovio data in multiple myeloma »

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  • 07

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ABBV

AbbVie

$86.97

0.3 (0.35%)

09:18
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AbbVie reports results of 7.5-year pooled analysis of Imbruvica »

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  • 07

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SRRA

Sierra Oncology

$0.49

0.1035 (27.13%)

09:16
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Sierra Oncology reports new analyses of momelotinib compared to ruxolitinib »

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  • 07

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SGMO

Sangamo

$11.65

0.05 (0.43%)

, PFE

Pfizer

$38.29

0.26 (0.68%)

09:14
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Sangamo, Pfizer announce follow-up results from Phase 1/2 hemophilia A.study »

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SGMO

Sangamo

$11.65

0.05 (0.43%)

PFE

Pfizer

$38.29

0.26 (0.68%)

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