Breaking News Instant updates and real-time market news.

NVDA

Nvidia

$242.85

2.42 (1.01%)

, MLNX

Mellanox

$118.79

0.67 (0.57%)

08:38
01/10/20
01/10
08:38
01/10/20
08:38

Citi adds 'Positive Catalyst Watch' on Nvidia after CES

Coming out of this year's CES Citi analyst Atif Malik added a "Positive Catalyst Watch" on shares of Nvidia. The analyst expects the stock to outperform the group in next three months driven by improving data center demand, closure of the Mellanox (MLNX) acquisition, and a next generation 7nm Ampere platform announcement at the flagship GTC conference in March. The analyst believes Mellanox can add 8%-10 accretion to consensus earnings estimates in 2020. He keeps a Buy rating on the shares.

NVDA

Nvidia

$242.85

2.42 (1.01%)

MLNX

Mellanox

$118.79

0.67 (0.57%)

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.
01/10/20
BOFA
01/10/20
DOWNGRADE
Target $100
BOFA
Underperform
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.
MLNX Mellanox
$118.79

0.67 (0.57%)

03/19/19
WELS
03/19/19
NO CHANGE
Target $190
WELS
Outperform
Nvidia price target raised to $190 from $170 at Wells Fargo
Wells Fargo analyst Aaron Rakers raised his price target for Nvidia (NVDA) to $190 from $170 after attending the company's Founder and CEO Jensen Huang keynote presentation at GTC, and as he views Nvidia's acquisition of Mellanox (MLNX) as positive. The analyst reiterates an Outperform rating on the shares.
03/29/19
JEFF
03/29/19
DOWNGRADE
Target $125
JEFF
Hold
Mellanox downgraded to Hold from Buy at Jefferies
Jefferies analyst George Notter downgraded Mellanox (MLNX) to Hold from Buy and lowered his price target on shares to $125 from $130 to reflect the company's acquisition agreement with Nvidia (NVDA).
07/25/19
RSBL
07/25/19
NO CHANGE
RSBL
Neutral
Rationale for Nvidia acquisition interest in Mellanox remains strong, says Rosenblatt
Rosenblatt analyst Hans Mosesmann says Mellanox (MLNX) continues to execute on its Ethernet strategy offsetting an InfiniBand business that is lumpy by nature. Although he expects Ethernet growth to decelerate next year as competitors enter the market in volume, the analyst believes the strategic rationale for Nvidia's (NVDA) acquisition interest in the company should remain strong. Mosesmann reiterates a Neutral rating on Mellanox's shares.
10/09/19
PIPR
10/09/19
NO CHANGE
Target $200
PIPR
Overweight
Nvidia's two biggest growth drivers are back, says Piper Jaffray
Piper Jaffray analyst Harsh Kumar believes Nvidia's (NVDA) two biggest growth drivers, namely gaming and data center, are back. Following a round of channel checks, the analyst says Nvidia is one of the best positioned semiconductor companies from a "company-specific catalyst perspective." Gaming, which represents around half of the company's revenue, appears to have settled following the GPU inventory correction, and the segment is setup for a seasonally strong second half of 2019, Kumar tells investors in a research note. In addition, the analyst is convinced Nvidia's data center business appears to have stabilized, and he sees growth in the segment moving forward. Further, Kumar thinks the Mellanox (MLNX) acquisition is on track to close by the end of calendar 2019. Lastly, based on Piper's teen survey results, the analyst believes video game interest remains high among U.S. teens. He keeps an Overweight rating on Nvidia with a $200 price target. The stock closed Tuesday down $7.10 to $177.23.

TODAY'S FREE FLY STORIES

EFSC

Enterprise Financial

$48.49

0.16 (0.33%)

16:45
01/20/20
01/20
16:45
01/20/20
16:45
Earnings
Enterprise Financial reports Q4 EPS $1.09, consensus $1.09 »

Reports Q4 net interest…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 21

    Jan

TGP

Teekay LNG

$14.73

-0.26 (-1.73%)

16:33
01/20/20
01/20
16:33
01/20/20
16:33
Hot Stocks
Teekay LNG Partners declares distribution of 19c per common unit »

Teekay GP, the general…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

WES

Western Midstream

$20.60

-0.55 (-2.60%)

16:31
01/20/20
01/20
16:31
01/20/20
16:31
Hot Stocks
Western Midstream announces Q4 2019 distribution »

Western Midstream…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Feb

CPG

Crescent Point Energy

$4.20

-0.08 (-1.87%)

16:29
01/20/20
01/20
16:29
01/20/20
16:29
Hot Stocks
Crescent Point closes sale of gas infrastructure assets »

Crescent Point announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CHSCP

CHS Inc.

$28.85

0.13 (0.45%)

16:26
01/20/20
01/20
16:26
01/20/20
16:26
Hot Stocks
CHS Inc. names Olivia Nelligan as Chief Financial Officer »

CHS Inc. announced it has…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

GMAB

Genmab

$22.73

-0.13 (-0.57%)

, JNJ

Johnson & Johnson

$149.07

0.82 (0.55%)

16:25
01/20/20
01/20
16:25
01/20/20
16:25
Hot Stocks
Genmab announces European Marketing Authorization for DARZALEX »

Genmab A/S (GMAB)…

GMAB

Genmab

$22.73

-0.13 (-0.57%)

JNJ

Johnson & Johnson

$149.07

0.82 (0.55%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Jan

  • 09

    Mar

  • 17

    Mar

PRPO

Precipio

$2.09

-0.02 (-0.95%)

16:25
01/20/20
01/20
16:25
01/20/20
16:25
Conference/Events
Precipio to host shareholder update conference call »

Conference call to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 20

    Jan

TILE

Interface

$17.37

0.23 (1.34%)

16:22
01/20/20
01/20
16:22
01/20/20
16:22
Hot Stocks
Interface names Dan Hendrix as President, CEO »

Interface announced that…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

IBCP

Independent Bank

$22.51

-0.26 (-1.14%)

16:19
01/20/20
01/20
16:19
01/20/20
16:19
Hot Stocks
Independent Bank announces 11% increase in quarterly cash dividend »

Independent Bank…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 23

    Jan

  • 18

    Feb

  • 19

    Feb

JAZZ

Jazz Pharmaceuticals

$151.00

-0.56 (-0.37%)

16:17
01/20/20
01/20
16:17
01/20/20
16:17
Hot Stocks
Jazz Pharmaceuticals receives EU Marketing Authorization for Sunosi »

Jazz Pharmaceuticals…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 29

    Jan

AMRN

Amarin

$19.91

-0.15 (-0.75%)

16:13
01/20/20
01/20
16:13
01/20/20
16:13
Recommendations
Amarin analyst commentary  »

Amarin remains in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SPY

SPDR S&P 500 ETF Trust

$331.98

1.08 (0.33%)

, SPX

S&P 500

$0.00

(0.00%)

16:09
01/20/20
01/20
16:09
01/20/20
16:09
Periodicals
Macron, Trump declare truce in digital tax dispute, Reuters reports »

French President Emmanuel…

SPY

SPDR S&P 500 ETF Trust

$331.98

1.08 (0.33%)

SPX

S&P 500

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

XOM

Exxon Mobil

$68.55

-0.26 (-0.38%)

, HES

Hess Corp.

$69.87

-0.45 (-0.64%)

16:07
01/20/20
01/20
16:07
01/20/20
16:07
Periodicals
Guyana's first oil cargo to be refined by Exxon in the U.S., Reuters reports »

A vessel carrying…

XOM

Exxon Mobil

$68.55

-0.26 (-0.38%)

HES

Hess Corp.

$69.87

-0.45 (-0.64%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 29

    Jan

  • 31

    Jan

  • 23

    Mar

TSLA

Tesla

$510.34

-3.065 (-0.60%)

16:04
01/20/20
01/20
16:04
01/20/20
16:04
Periodicals
Tesla rebuffs U.S. safety recall petition, Reuters reports »

Tesla said there was no…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 29

    Jan

  • 24

    Feb

  • 23

    Mar

  • 23

    Mar

EADSY

Airbus

$0.00

(0.00%)

16:02
01/20/20
01/20
16:02
01/20/20
16:02
Periodicals
Airbus unit to offer product to help airlines with revenue risk, Reuters says »

A subsidiary of Airbus is…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AAPL

Apple

$318.66

3.33 (1.06%)

15:41
01/20/20
01/20
15:41
01/20/20
15:41
Periodicals
Apple CEO says global corporate tax system must be overhauled, Reuters reports »

Baking changes to global…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jan

GOOG

Alphabet

$1,480.28

28.34 (1.95%)

, GOOGL

Alphabet Class A

$1,479.12

29.29 (2.02%)

15:27
01/20/20
01/20
15:27
01/20/20
15:27
Periodicals
Alphabet calls for 'proportionate approach' to AI regulation, Reuters reports »

Sundar Pichai, the CEO of…

GOOG

Alphabet

$1,480.28

28.34 (1.95%)

GOOGL

Alphabet Class A

$1,479.12

29.29 (2.02%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Jan

  • 03

    Feb

  • 03

    Feb

  • 10

    Feb

GOOG

Alphabet

$1,480.28

28.34 (1.95%)

, GOOGL

Alphabet Class A

$1,479.12

29.29 (2.02%)

15:24
01/20/20
01/20
15:24
01/20/20
15:24
Periodicals
Alphabet CEO backs temporary ban on facial-recognition, Reuters reports »

The EU's proposal…

GOOG

Alphabet

$1,480.28

28.34 (1.95%)

GOOGL

Alphabet Class A

$1,479.12

29.29 (2.02%)

MSFT

Microsoft

$167.06

0.82 (0.49%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Jan

  • 29

    Jan

  • 03

    Feb

  • 03

    Feb

  • 10

    Feb

  • 25

    Feb

BA

Boeing

$324.11

-7.89 (-2.38%)

, AER

AerCap

$62.35

-0.18 (-0.29%)

15:10
01/20/20
01/20
15:10
01/20/20
15:10
Periodicals
AerCap CEO warns against panic discounts for Boeing 737 MAX, Reuters says »

Owners of Boeing's…

BA

Boeing

$324.11

-7.89 (-2.38%)

AER

AerCap

$62.35

-0.18 (-0.29%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 29

    Jan

  • 13

    Feb

BA

Boeing

$324.11

-7.89 (-2.38%)

15:05
01/20/20
01/20
15:05
01/20/20
15:05
Periodicals
Aviation executive says Boeing should ditch 'MAX,' NY Post reports »

Steven Udvar-Hazy is the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 29

    Jan

BA

Boeing

$324.11

-7.89 (-2.38%)

14:08
01/20/20
01/20
14:08
01/20/20
14:08
Periodicals
Boeing close to securing $10B loan, Bloomberg reports »

Boeing is close to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 29

    Jan

CAE

CAE

$29.65

-0.14 (-0.47%)

14:05
01/20/20
01/20
14:05
01/20/20
14:05
Hot Stocks
CAE appoints Todd Probert as Group President, Defense & Security »

CAE announced the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 07

    Feb

ACC

American Campus

$46.31

-0.085 (-0.18%)

14:03
01/20/20
01/20
14:03
01/20/20
14:03
Recommendations
American Campus analyst commentary  »

American Campus announces…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Feb

UPS

UPS

$118.61

0.005 (0.00%)

14:02
01/20/20
01/20
14:02
01/20/20
14:02
Hot Stocks
UPS launches e-commerce plug-ins as part of UPS Digital Access Program »

UPS announced that it is…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 30

    Jan

WINS

Wins Finance

$12.50

-1.2 (-8.76%)

13:58
01/20/20
01/20
13:58
01/20/20
13:58
Hot Stocks
Wins Finance announces submission of compliance plan to Nasdaq »

Wins Finance announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.