2021-03-02 09:13:48 NVDA Nvidia
AMD
03/02/21 03/0209:13 03/02/2109:13 | Crypto miners not driving outsized gaming GPU revenues, says JefferiesJefferies analyst Mark Lipacis said he gets the sense that investors are concerned that high gaming GPU revenues at Nvidia (NVDA) and AMD (AMD) are coinciding with a material increase in cryptocurrency prices and may see risk to their gaming GPU revenues and stock prices. However, M Science purchase data suggests that retail crypto miners are not driving outsized gaming GPU revenues, unlike in the 2017 "crypto-bubble," Lipacis tells investors. The analyst, who attributes Nvidia's recent above trendline gaming GPU shipments to its Ampere GPU product cycle, has Buy ratings on both AMD and Nvidia, with a $110 price target on AMD and a $680 price target for Nvidia shares. Nvidia
AMD
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Options
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Early notable gainers among liquid option names on April 15th »
09:55 04/15/21 04/1509:55 04/15/2109:55
NVDA
Nvidia
UnitedHealth
Progressive
Regeneron
PayPal
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Conference/Events
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FDA Cellular, Tissue & Gene Therapies Advisory Committee Meeting »
09:55 04/15/21 04/1509:55 04/15/2109:55
The Committee discusses… Story temporarily locked. |
Conference/Events
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Franco-Nevada to host virtual analyst day »
09:55 04/15/21 04/1509:55 04/15/2109:55
FNV
Franco-Nevada
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Hot Stocks
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GlaxoSmithKline, Vir Biotechnology announce EMA review of VIR-7831 »
09:54 04/15/21 04/1509:54 04/15/2109:54
GSK
GlaxoSmithKline
Vir Biotechnology
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Initiation
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Fly Intel: Top five analyst initiations »
09:53 04/15/21 04/1509:53 04/15/2109:53
COIN
Coinbase
AMD
Crowdstrike
Exagen
Visteon
Catch up on today's… Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Coinbase (COIN) initiated with a Buy at BTIG. 2. AMD (AMD) initiated with an Outperform at Raymond James. 3. Crowdstrike (CRWD) initiated with a Buy at Deutsche Bank. 4. Exagen (XGN) initiated with a Buy at Canaccord. 5. Visteon (VC) initiated with a Sector Weight at KeyBanc. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. ShowHide Related Items >><<
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Downgrade
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Fly Intel: Top five analyst downgrades »
09:53 04/15/21 04/1509:53 04/15/2109:53
INTC
Intel
VMware
Kansas City Southern
CrossAmerica
Pioneer Natural
Catch up on today's… Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Intel (INTC) downgraded to Underperform from Market Perform at Raymond James with analyst Chris Caso saying the risk that Intel won't reach its goals under new leadership, and also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel. 2. VMware (VMW) downgraded to Market Perform from Outperform at Northland with analyst Nehal Chokshi saying the spinoff from Dell Technologies (DELL) should result in an governance structure theoretically and improved partner ecosystem, but this his unlikely on a practical basis, noting the spin proposal reduces VMware's financial flexibility and introduces incremental risks to business. 3. Kansas City Southern (KSU) downgraded to Equal Weight from Overweight at Wells Fargo with analyst Allison Poliniak-Cusic viewing the probability of the merger proceeding as greater than 50%, and believes another potential bidder is unlikely to step in. 4. CrossAmerica (CAPL) downgraded to Market Perform from Outperform at Raymond James with analyst Justin Jenkins citing valuation and a more balanced risk/reward. 5. Pioneer Natural (PXD) downgraded to Sector Perform from Outperform at Scotiabank with analyst Paul Cheng saying management is repositioning the company to "the right business model," but the shares appear to have largely reflected these favorable developments. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. ShowHide Related Items >><<
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Fly Intel: Top five analyst upgrades »
09:53 04/15/21 04/1509:53 04/15/2109:53
BUD
AB InBev
Goosehead Insurance
Hershey
Canadian Pacific
UPS
Catch up on today's… Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. AB InBev (BUD) upgraded to Overweight from Equal Weight at Barclays with analyst Laurence Whyatt saying market expectations of the company's margins declining in FY21 is "too pessimistic." 2. Goosehead (GSHD) upgraded to Outperform from Market Perform at Keefe Bruyette with analyst Meyer Shields citing the recent share weakness and the company's strong near-term premium growth prospects. 3. Hershey (HSY) upgraded to Buy from Neutral at Goldman Sachs with analyst Jason English believing 2020 was the beginning of a three-plus year cycle of "outsized growth" for Hershey as the confection industry "leverages its unique pricing power" to expand revenue and profits at a time when input costs are "non-daunting." 4. Canadian Pacific (CP) upgraded to Overweight from Equal Weight at Barclays with analyst Brandon Oglenski favoring non-rail exposure "within a transport sector likely to witness accelerating fundamentals beyond 2021." 5. UPS (UPS) upgraded to Equal Weight from Underweight at Barclays with analyst Brandon Oglenski citing momentum in parcel markets for the upgrade as well as the stock's relative valuation and $5.5B liability bailout. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. ShowHide Related Items >><<
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Conference/Events
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Recommendations
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Wells Fargo price target raised to $47 from $37 at Argus »
09:51 04/15/21 04/1509:51 04/15/2109:51
WFC
Wells Fargo
Argus analyst Stephen… Story temporarily locked. ShowHide Related Items >><<
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Hot Stocks
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Netflix to open offices in Bogota, Colombia this year »
09:51 04/15/21 04/1509:51 04/15/2109:51
NFLX
Netflix
Francisco Ramos, VP of… Story temporarily locked. ShowHide Related Items >><<
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Poly upgraded to Buy from Neutral at Sidoti »
09:48 04/15/21 04/1509:48 04/15/2109:48
PLT
Poly
Sidoti analyst Gregory… Story temporarily locked. ShowHide Related Items >><<
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Conference/Events
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Recommendations
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Lam Research price target raised to $725 from $625 at Argus »
09:47 04/15/21 04/1509:47 04/15/2109:47
LRCX
Lam Research
Intel
TSMC
Argus analyst Jim… Story temporarily locked. ShowHide Related Items >><<
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Hot Stocks
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Virgin Galactic falls -6.7% »
09:47 04/15/21 04/1509:47 04/15/2109:47
SPCE
Virgin Galactic
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Hot Stocks
| Greenbrier is down -6.9%,… Story temporarily locked. ShowHide Related Items >><<
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Hot Stocks
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QuantumScape falls -11.4% »
09:47 04/15/21 04/1509:47 04/15/2109:47
QS
QuantumScape
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Navios Maritime rises 5.7% »
09:47 04/15/21 04/1509:47 04/15/2109:47
NM
Navios Maritime
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Hot Stocks
| Linx S.A. is up 8.2%, or… Story temporarily locked. ShowHide Related Items >><<
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Hot Stocks
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Weingarten Realty rises 9.5% »
09:47 04/15/21 04/1509:47 04/15/2109:47
WRI
Weingarten Realty
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Periodicals
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Daimler sees 'intense' competition if Apple enters EV market, CEO tells CNBC »
09:45 04/15/21 04/1509:45 04/15/2109:45
DDAIF
Daimler AG
Alphabet Class A
Alphabet
Apple
Alibaba
Daimler (DDAIF) CEO Ola… Story temporarily locked. ShowHide Related Items >><<
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Downgrade
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Orchid Island Capital downgraded to Sell from Hold at JonesTrading »
09:43 04/15/21 04/1509:43 04/15/2109:43
ORC
Orchid Island Capital
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Initiation
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Needham starts Teladoc at Buy citing 'durable growth opportunity' »
09:42 04/15/21 04/1509:42 04/15/2109:42
TDOC
Teladoc
As previously reported,… Story temporarily locked. ShowHide Related Items >><<
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Options
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Unusually active option classes on open April 15th »
09:40 04/15/21 04/1509:40 04/15/2109:40
HPE
HP Enterprise
GlaxoSmithKline
Inovio
Melco Resorts & Entertainment
Blackstone
Virgin Galactic
TSMC
C3.ai
Visa
DocuSign
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General news
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Treasury Action: it has been a curious reaction in the Treasury market »
09:40 04/15/21 04/1509:40 04/15/2109:40
$ECON
Economic Data
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Initiation
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Needham starts Amwell at Hold, sees limited near-term upside »
09:39 04/15/21 04/1509:39 04/15/2109:39
AMWL
Amwell
Needham analyst Ryan… Story temporarily locked. ShowHide Related Items >><<
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