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XLNX

Xilinx

$101.51

2.36 (2.38%)

, NVDA

Nvidia

$242.85

2.42 (1.01%)

06:36
01/10/20
01/10
06:36
01/10/20
06:36

Xilinx downgraded to Underperform from Neutral at BofA

BofA analyst Vivek Arya downgraded Xilinx to Underperform from Neutral with a price target of $100, down from $105 as part of a broader research note on U.S. semiconductors, citing increasing competitive risks in 5G from Marvell (MRVL) and from Nvidia (NVDA) and cloudinsourcing in AI. The analyst said Nvidia and Inphi (IPHI) are his top picks in computing, and he also likes Intel (INTC), AMD (AMD) and Marvell.

XLNX

Xilinx

$101.51

2.36 (2.38%)

NVDA

Nvidia

$242.85

2.42 (1.01%)

IPHI

Inphi

$80.95

0.58 (0.72%)

INTC

Intel

$59.30

0.32 (0.54%)

AMD

AMD

$48.96

1.12 (2.34%)

MRVL

Marvell

$26.09

0.05 (0.19%)

  • 23

    Jan

  • 28

    Jan

XLNX Xilinx
$101.51

2.36 (2.38%)

12/31/19
RSBL
12/31/19
NO CHANGE
RSBL
Buy
AMD, Micron, Xilinx top Semiconductor picks at Rosenblatt going into 2020
Rosenblatt analyst Hans Mosesmann picks Buy-rated AMD (AMD), Micron (MU), and Xilinx (XLNX) - in that order - as his top 3 stocks in Semiconductor space heading into 2020, maintaining his respective price targets of $65, $100, and $165. For AMD, the analyst expects to see continued momentum of gains in CPU market share along with limited competitive threat slowing its upcoming 7nm mobile Ryzen chip. Mosesmann calls Micron an "ultimate large cap semi cycle play" while pointing to clear incremental market signals of shortages in server DRAM and NAND SSDs when the company last reported earnings this month. For Xilinx, the analyst expects 2020 to be a "spectacular" recovery year after a series of challenges in 2019 related to trade issues, Huawei ban, lumpiness around AI/data center acceleration, and 5G ASIC conversion, though he also warns that the stock may be in the "penalty box" until the December-quarter results are out.
01/10/20
BOFA
01/10/20
DOWNGRADE
BOFA
Underperform
Xilinx downgraded to Underperform from Neutral at BofA
BofA downgraded Xilinx to Underperform from Neutral.
12/03/19
NOMU
12/03/19
NO CHANGE
NOMU
Nomura Instinet remains selective after monthly semiconductor data
The Semiconductor Industry Association released global semiconductor shipment data for the month of October, Nomura Instinet analyst David Wong tells investors in a research note. The data show a continuation of a seasonal lift in sales, with improving year-over-year numbers being driven primarily by easier year-ago comparisons, according to the analyst. He thinks that while many of the broader chip end markets remain soft, there are some segments that have shown signs of improvement, such as data center processors and semiconductor equipment. As such, Wong remains selective in his stock picks. The analyst reiterates Buy ratings on Intel (INTC), AMD (AMD), Applied Materials (AMAT), KLA-Tencor (KLAC) and Xilinx (XLNX).
12/18/19
MSCO
12/18/19
NO CHANGE
MSCO
Morgan Stanley upgrades Semiconductors sector view to In-Line
Morgan Stanley analysts Joseph Moore and Craig Hettenbach upgraded their sector view on Semiconductors to In-Line from Cautious, stating that even though "nearly every company" in the group revised numbers down "basically every quarter," their negative call for semis in 2019 was "clearly wrong given stock price performance." Though they still have some caution about 2020 given the disruptive influence of trade tensions, their estimates are much closer to consensus now than they were six months ago, leading to the change in rating. The analysts said they are not moving to an Attractive industry view since they would push back on the secular view that semi demand will be better in the next five years than it was in the last five. Their Overweight rated stocks in the group include Xilinx (XLNX), Nvidia (NVDA), Ambarella (AMBA), Amphenol (APH), NXP Semiconductors (NXPI), Broadcom (AVGO) and Intel (INTC) while their Underweights are Sensata (ST) and ON Semiconductor (ON).
NVDA Nvidia
$242.85

2.42 (1.01%)

01/10/20
01/10/20
NO CHANGE

Piper Sandler to host events at conference
Piper Sandler Hosted Events at CES 2020 will be held in Las Vegas on January 7-10.
01/10/20
BOFA
01/10/20
NO CHANGE
Target $300
BOFA
Buy
Nvidia price target raised to $300 from $250 at BofA
BofA analyst Vivek Arya raised his price target on Nvidia shares to $300 from $250 after hosting a dinner at CES with several members of Nvidia's executive team, including CFO Colette Kress, head of Gaming Jeff Fisher, head of Edge Compute Deepu Talla and VP of Autonomous Machines Rob Csongo. Arya tells investors in a research note that the tone of the meeting was positive and increased his confidence that Nvidia is ahead of a substantial growth re-acceleration in CY20. In his 2020 playbook, he flags Nvidia as his top large cap pick due to its leading growth at a still reasonable valuation and due to its exposure to his favorite end markets in semis.
IPHI Inphi
$80.95

0.58 (0.72%)

12/16/19
JPMS
12/16/19
NO CHANGE
JPMS
Overweight
JPMorgan sees more Semi upside in 2020, top pick is Broadcom
Although semiconductor stocks have outperformed in 2019, further upside exists in 2020 as the industry growth rates inflect positively and drive the positive earnings revision cycle, JPMorgan analyst Harlan Sur tells investors in a research note. The analyst's overall top pick in semis is Broadcom (AVGO) on the company's "underappreciated diversification," "strong" free cash flow and dividend growth. He also highlights Overweight-rated Nvidia (NVDA), Intel (INTC) and Micron Technology (MU) on their "strong datacenter exposure," Qorvo (QRVO) and Marvell (MRVL) as key 5G plays, as well as Texas Instruments (TXN) and Microchip (MCHP) on improving industrial/cyclical trends. In small caps, Sur's top pick is Inphi (IPHI) and in semiconductor equipment his pick is KLA-Tencor (KLAC).
12/10/19
JPMS
12/10/19
NO CHANGE
JPMS
Overweight
Inphi should be bought at current levels, says JPMorgan
JPMorgan analyst Harlan Sur left meetings with Inphi management confident that the company can drive annual revenue growth of 25%-30% over the next few years. He would buy the stock at current levels and maintains an Overweight rating on the name.
12/02/19
JPMS
12/02/19
NO CHANGE
Target $95
JPMS
Overweight
Inphi shares have upside to $95 range, says JPMorgan
JPMorgan analyst Harlan Sur continues to recommend buying Inphi shares at current levels as he sees upside to the $95 range. While the analyst anticipated last week's launch of a 7nm digital signal processor targeted for next-gen datacenter-to-datacenter connectivity in Q4, he was "pleasantly surprised" that the DSP platform supports multiple modulation standards/connectivity speeds and can target not only DCI, but 400G Coherent long haul/metro, and next-gen access markets. He keeps an Overweight rating on Inphi with a $95 price target.
11/12/19
DADA
11/12/19
NO CHANGE
Target $84
DADA
Buy
Inphi price target raised to $84 from $70 at DA Davidson
DA Davidson analyst Thomas Diffely raised his price target on Inphi to $84 and kept his Buy rating after its decision to acquire eSilicon for $216M. The analyst notes that these products would be complementary with Inphi's DSP, TiA, Driver and SiPho solutions while also boosting its cloud and telecom exposure. Diffely further states that he expects Inphi's 2021 growth to be "significantly higher" than in 2020 based on the company's recent design wins.
INTC Intel
$59.30

0.32 (0.54%)

12/20/19
WEDB
12/20/19
NO CHANGE
Target $51.5
WEDB
Outperform
AMD price target raised to $51.50 from $39.00 at Wedbush
Wedbush analyst Matt Bryson raised his price target on AMD (AMD) shares to $51.50 from $39.00 as he is increasingly confident in his 2021 estimates given that AMD continues to execute and Intel (INTC) continues to struggle. As evidence of the former point, Bryson points to review sites' "ubiquitously positive" take on Threadripper's launch last month, and to support the latter the analyst notes conversations with Intel customers and contemporaries since November that "have drawn a picture of Intel's shortages worsening." Bryson keeps an Outperform rating on AMD shares.
01/07/20
NOMU
01/07/20
NO CHANGE
Target $58
NOMU
Buy
AMD to take share from Intel and Nvidia in 2020, says Nomura Instinet
In conjunction with the CES Trade Show in Las Vegas, AMD (AMD) launched its first 7nm notebook accelerated processing units, a new top end 7nm Threadripper desktop and some additional 7nm discrete graphics processing units, Nomura Instinet analyst David Wong tells investors in a research note. AMD's steady build out of its 7nm product lines will help drive market share gains from Intel (INTC) in microprocessors and Nvidia (NVDA) in graphics processing units in 2020, contends the analyst. He reiterates a Buy rating on AMD shares with a $58 price target. The stock closed Monday down 21c to $48.39.
01/09/20
MZHO
01/09/20
UPGRADE
Target $55
MZHO
Buy
Mizuho upgrades AMD to Buy from Neutral, boosts price target to $55
Mizuho analyst Vijay Rakesh upgraded AMD (AMD) to Buy from Neutral with a price target of $55, up from $38. The shares closed Wednesday down 42c to $47.83. The 2020 server market could be stronger than current "muted" consensus expectations, Rakesh tells investors in a research note. Further, many of the "aggressive" Intel (INTC) price cuts are in the rear-view mirror and channel checks indicate potential Intel delays in the 10nm Ice Lake single socket server market, adds the analyst. As a result, Rakesh sees opportunity for AMD server share gains into the second half of 2020. While admitting he missed AMD's rally in Q4, the analyst sees more upside to consensus estimates "with some headwinds retreating."
AMD AMD
$48.96

1.12 (2.34%)

01/07/20
WELS
01/07/20
NO CHANGE
Target $55
WELS
Overweight
AMD price target raised to $55 from $48 at Wells Fargo
Wells Fargo analyst Aaron Rakers raised his price target for AMD (AMD) to $55 from $48 as CES announcements highlight "strong" roadmap execution as the company consistently executes on a competitively strong and broadening client CPU/APU roadmap. While Rakers prefers the risk/reward set-up in Nvidia (NVDA) at current levels, he remains positive on AMD's drivers to $2-plus/share in EPS. The analyst has an Overweight rating on AMD's shares.
01/09/20
01/09/20
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Starbucks (SBUX) upgraded to Overweight from Equal Weight at Barclays with analyst Jeffrey Bernstein saying he expects a "fundamental reacceleration" into fiscal 2020 and views the shares as attractively valued at current levels. 2. AMD (AMD) upgraded to Buy from Neutral at Mizuho with analyst Vijay Rakesh saying the 2020 server market could be stronger than current "muted" consensus expectations. 3. Kellogg (K) upgraded to Outperform from Market Perform at BMO Capital with analyst Kenneth Zaslow saying Kellogg has become a "compelling investment" as it continues its evolution into a snacking company with growing exposure to emerging markets. 4. Snap (SNAP) upgraded to Buy from Hold at Jefferies and to Outperform from Market Perform at Cowen. 5. Nordstrom (JWN) upgraded to Accumulate from Hold at Gordon Haskett. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
MRVL Marvell
$26.09

0.05 (0.19%)

TODAY'S FREE FLY STORIES

SPOT

Spotify

$148.20

-3.59 (-2.37%)

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CE

Celanese

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-0.53 (-0.45%)

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BYND

Beyond Meat

$109.20

-1.16 (-1.05%)

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DBD

Diebold

$11.09

-0.49 (-4.23%)

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IEF

iShares 7-10 Year Treasury Bond ETF

$111.28

-0.13 (-0.12%)

, SHY

iShares 1-3 Year Treasury Bond

$84.73

-0.005 (-0.01%)

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IEF

iShares 7-10 Year Treasury Bond ETF

$111.28

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SHY

iShares 1-3 Year Treasury Bond

$84.73

-0.005 (-0.01%)

SPY

SPDR S&P 500 ETF Trust

$331.98

1.08 (0.33%)

SLV

iShares Silver Trust

$16.82

0.04 (0.24%)

GLD

SPDR Gold Shares

$146.59

0.29 (0.20%)

FXE

Euro Currency Trust

$105.10

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UBSFY

Ubisoft

$0.00

(0.00%)

17:32
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01/17
17:32
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17:32
Periodicals
Ubisoft to restructure editorial team after difficult 2019, VGC reports »

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  • 17

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IMVT

Immunovant

$17.04

-0.01 (-0.06%)

17:27
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Breaking Syndicate news story on Immunovant »

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TBLT

ToughBuilt

$0.33

-0.0255 (-7.11%)

17:20
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17:20
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Syndicate
ToughBuilt files to sell common stock, no amount given »

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MYO

Myomo

$0.32

0.0062 (1.98%)

17:18
01/17/20
01/17
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17:18
Conference/Events
Myomo to host special shareholder meeting »

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  • 21

    Jan

SRRA

Sierra Oncology

$0.40

-0.02 (-4.76%)

17:14
01/17/20
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Conference/Events
Sierra Oncology to host virtual special shareholder meeting »

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  • 21

    Jan

SRNE

Sorrento Therapeutics

$4.26

-0.15 (-3.40%)

17:10
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Breaking Syndicate news story on Sorrento Therapeutics »

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AKER

Akers Biosciences

$3.45

-0.1 (-2.82%)

17:01
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Akers Biosciences reaches settlement agreements on two derivative actions »

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ECA

Encana

$4.09

-0.18 (-4.22%)

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Encana receives court approval for reorganization »

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  • 29

    Jan

MBRX

Moleculin Biotech

$0.96

0.0122 (1.29%)

16:38
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Breaking Syndicate news story on Moleculin Biotech »

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VOD

Vodafone

$20.07

-0.225 (-1.11%)

, BT

BT Group

$0.00

(0.00%)

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VOD

Vodafone

$20.07

-0.225 (-1.11%)

BT

BT Group

$0.00

(0.00%)

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16:30
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Options
Preliminary option volume of 28.7M today »

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NSCO

Nesco Holdings

$5.12

0.025 (0.49%)

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GPS

Gap

$18.54

-0.075 (-0.40%)

, CMCSA

Comcast

$47.48

0.62 (1.32%)

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CMCSA

Comcast

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$0.00

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PLAY

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KKR

$31.20

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BA

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JNJ

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SWK

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TWOU

2U

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BE

Bloom Energy

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MGPI

MGP Ingredients

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FAST

Fastenal

$36.77

-0.55 (-1.47%)

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APLS

Apellis

$40.43

0.03 (0.07%)

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Apellis CEO sells 30.6K shares of common stock »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

16:17
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$NYE

NYSE Market Internals

$0.00

(0.00%)

16:16
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16:15
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Treasury Market Summary:…

LGC

Legacy Acquisition Corp

$10.33

(0.00%)

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GNUS

Genius Brands

$0.33

-0.015 (-4.41%)

16:04
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Breaking Syndicate news story on Genius Brands »

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BBY

Best Buy

$90.21

1.28 (1.44%)

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Best Buy board opens investigation into CEO's personal conduct, WSJ says »

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