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Jefferies analyst George… Jefferies analyst George Notter says that in the wake of recent concerns about forward-looking growth rates for Calix (CALX) and others, the firm refreshed its view of the available total addressable market for fiber to the premises broadband services in the U.S.. Based on an analysis of recent FCC data, Jefferies believes the market has at least five strong years of growth ahead. The firm's favorite broadband-themed stock plays are Calix, CommScope (COMM) and Harmonic (HLIT). Jefferies believes the available new fiber to the premises market is around 28.5M households in the U.S. alone. At the current pace of deployment, it will take at least another five years to fully resolve the "Digital Divide issue" in the United States, the analyst tells investors in a research note. Broadband deployment remains one of the firm's favorite themes in the space. ShowHide Related Items >><< - 01/25/23
- Calix rallies 4% to $60.00 after Q4 results top estimates
- 01/25/23
- Calix says margins continued to move higher after bottoming in Q2
- 01/11/23
- Calix sinks 17% after presentation at Needham conference
- 10/31/22
- Calix director sells $7.28M in common stock
- 11/03/22
- CommScope still sees FY23 core adjusted EBITDA $1.35B-$1.50B
- 09/09/22
- DirecTV Go expands streaming service with Harmonic VOS 360 cloud SaaS platform
- 09/07/22
- Harmonic introduces new Single Illumination System
- 09/01/22
- Harmonic, Viaccess-Orca announce partnership
- 08/29/22
- Harmonic CFO Kalra sells 53,585 common shares
- 01/27/23 Loop Capital
- Calix price target raised to $88 from $83 at Loop Capital
- 01/27/23 Northland
- Calix price target lowered to $80 from $85 at Northland
- 01/27/23 Cowen
- Calix price target lowered to $78 from $90 at Cowen
- 01/26/23 Cowen
- Calix results undercut recent margin concerns, says Cowen
- 01/12/23 BofA
- BofA double upgrades CommScope to Buy, nearly doubles target to $15
- 01/12/23 BofA
- CommScope upgraded to Buy from Underperform at BofA
- 12/21/22 Citi
- Citi reveals top telecom equipment stock picks for 2023
- 12/20/22 JPMorgan
- CommScope price target lowered to $10 from $14 at JPMorgan
- 01/31/23 Barclays
- Harmonic price target raised to $20 from $17 at Barclays
- 01/09/23 Jefferies
- Harmonic upgraded to Buy from Hold at Jefferies
- 01/09/23 Jefferies
- Harmonic upgraded to Buy from Hold at Jefferies
- 01/06/23 Northland
- Harmonic named a top pick for 2023 at Northland
- 01/26/23
- Calix sees 2023 sales growth at top-end of 10%-15% range
- 01/25/23
- Calix affirms revenue, gross margin targets
- 01/25/23
- Calix sees Q1 EPS 24c-30c, consensus 26c
- 01/25/23
- Calix reports Q4 EPS 34c, consensus 25c
- 11/03/22
- CommScope reports Q3 non-GAAP EPS 50c, consensus 46c
- 11/02/22
- Notable companies reporting before tomorrow's open
- 11/02/22
- Notable companies reporting before tomorrow's open
- 01/30/23
- Harmonic sees FY23 non-GAAP EPS 56c-72c, consensus 74c
- 01/30/23
- Harmonic sees Q1 non-GAAP EPS 7c-10c, consensus 10c
- 01/30/23
- Harmonic reports Q4 non-GAAP EPS 17c, consensus 14c
- 10/31/22
- Harmonic reports Q3 non-GAAP EPS 13c, consensus 10c
- 01/25/23
- Fly Intel: After-Hours Movers
- 01/12/23
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- 01/12/23
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- 11/07/22
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- 01/30/23
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- 10/31/22
- Fly Intel: After-Hours Movers
- 10/24/22
- Calix options imply 8.1% move in share price post-earnings
- 10/25/22
- CommScope call volume above normal and directionally bullish
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Recommendations
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Loop Capital analyst Rob… ShowHide Related Items >><< - 02/06/23
- Google releases conversational AI service Bard for testing
- 02/06/23
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- 02/03/23
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- 02/02/23
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- 02/07/23 Wedbush
- Microsoft set to unveil ChatGPT partnership as AI arms race begins, says Wedbush
- 02/03/23 Truist
- Alphabet price target lowered to $120 from $130 at Truist
- 02/03/23 DA Davidson
- Amazon.com price target raised to $134 from $114 at DA Davidson
- 02/03/23 Roth MKM
- Alphabet price target raised to $126 from $120 at Roth MKM
- 02/02/23
- Alphabet reports Q4 EPS $1.05, consensus $1.18
- 02/02/23
- Notable companies reporting after market close
- 10/25/22
- Alphabet reports Q3 EPS $1.06, consensus $1.25
- 10/25/22
- Notable companies reporting after market close
- 06:04 Today
- Google plans to roll out AI-powered search features, WSJ reports
- 02/07/23
- Microsoft announces Bing search engine powered by OpenAI, Bloomberg says
- 02/06/23
- FTC yields to 'defeat' in antitrust battle with Facebook, Gizmodo reports
- 02/06/23
- Microsoft surprise event expected to focus on Bing ChatGPT, The Verge says
- 02/06/23
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- 02/03/23
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- 02/03/23
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- 02/03/23
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- 02/07/23
- Alphabet Class A call volume above normal and directionally bullish
- 02/03/23
- Notable open interest changes for February 3rd
- 02/02/23
- Alphabet Class A options imply 5.4% move in share price post-earnings
- 02/02/23
- Early notable gainers among liquid option names on February 2nd
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Recommendations
| ShowHide Related Items >><< - 02/02/23
- Managed care stocks pressured after CMS' preliminary Medicare Advantage rates
- 01/23/23
- Centene completes divestiture of Magellan Specialty Health to Evolent Health
- 01/03/23
- Centene's Health Net selected for new medi-cal direct contracts
- 12/16/22
- Centene announces $2B increase to stock repurchase program
- 05:26 Today Barclays
- Centene price target lowered to $93 from $100 at Barclays
- 01/31/23 JPMorgan
- Medicare Advantage final rule more favorable than feared, says JPMorgan
- 12/23/22 Wells Fargo
- Humana keeps TRICARE East, Centene loses West region, says Wells Fargo
- 12/23/22 Credit Suisse
- TRICARE contract a win for Humana, loss for Centene, says Credit Suisse
- 02/07/23
- Centene backs FY23 adjusted EPS view $6.25-$6.40, consensus $6.36
- 02/07/23
- Centene reports Q4 EPS 86c, consensus 85c
- 02/06/23
- Notable companies reporting before tomorrow's open
- 02/06/23
- Notable companies reporting before tomorrow's open
- 11/29/22
- Managed care company returns will be tough to keep replicating, WSJ says
- 09/23/22
- Nebraska picks two current, one new Medicaid health plan provider, OWH reports
- 09/23/22
- UnitedHealth, Molina, Centene win Medicaid contracts in Nebraska, Bloomberg says
- 08/18/22
- White House plans for end of COVID-19 vaccine coverage, WSJ reports
- 01/03/23
- What You Missed On Wall Street On Tuesday
- 01/03/23
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- 12/16/22
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- 12/16/22
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- 01/17/23
- Centene call volume above normal and directionally bullish
- 01/09/23
- Centene put volume heavy and directionally bearish
- 12/22/22
- Early notable gainers among liquid option names on December 22nd
- 11/21/22
- Centene put volume heavy and directionally bearish
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Recommendations
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Jefferies analyst Joseph… ShowHide Related Items >><< - 02/06/23
- Fortinet announces FortiSP5 ASIC technology
- 01/30/23
- Fortinet expands services, training offerings to further support SOC teams
- 01/12/23
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- 12/14/22
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- 07:38 Today Wedbush
- Fortinet price target raised to $70 from $64 at Wedbush
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- Fortinet price target raised to $72 from $62 at Wells Fargo
- 07:21 Today KeyBanc
- KeyBanc downgrades Fortinet to Sector Weight following mixed Q4
- 07:21 Today Baird
- Fortinet price target raised to $73 from $70 at Baird
- 02/07/23
- Fortinet sees FY23 EPS $1.39-$1.41, consensus $1.39
- 02/07/23
- Fortinet sees Q1 EPS 27c-29c, consensus 27c
- 02/07/23
- Fortinet reports Q4 EPS 44c, consensus 39c
- 02/07/23
- Notable companies reporting after market close
- 01/06/23
- White House to unveil cybersecurity strategy, Washington Post reports
- 10/21/22
- Cybereason taps JPMorgan to help find buyer, The Information says
- 02/07/23
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- 02/07/23
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- 01/24/23
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- 01/13/23
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- 02/07/23
- Fortinet options imply 6.6% move in share price post-earnings
- 01/24/23
- Early notable gainers among liquid option names on January 24th
- 11/16/22
- Fortinet put volume heavy and directionally bearish
- 11/14/22
- Fortinet put volume heavy and directionally bearish
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General news
| ShowHide Related Items >><< - 01/30/23
- Fed likely to raise funds rate benchmark by quarter percentage point, WSJ says
- 01/22/23
- Fed sets course for milder interest-rate rise next month, WSJ says
- 11/04/22
- Fed's Evans says smaller rate hikes make sense, Reuters reports
- 10/22/22
- Fed set to raise rates by 0.75 point, discuss size of future hikes, WSJ says
- 02/03/23
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- 02/01/23
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- 01/24/23
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- 01/18/23
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General news
| ShowHide Related Items >><< - 01/30/23
- Fed likely to raise funds rate benchmark by quarter percentage point, WSJ says
- 01/22/23
- Fed sets course for milder interest-rate rise next month, WSJ says
- 11/04/22
- Fed's Evans says smaller rate hikes make sense, Reuters reports
- 10/22/22
- Fed set to raise rates by 0.75 point, discuss size of future hikes, WSJ says
- 02/03/23
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- 02/01/23
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- 01/24/23
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- 01/18/23
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Recommendations
| ShowHide Related Items >><< - 11/14/22
- Red Rock Resorts announces special dividend of $1.00 per Class A share
- 10/07/22
- Sparket enters partnership with Station Casinos
- 01/31/23
- Nevada reports December statewide gaming win up 14.3% to $1.31B
- 12/29/22
- Nevada reports November statewide gaming win down 7.62% to $1.22B
- 12/20/22
- New Jersey reports November gaming revenue up 0.3% to $441.1M
- 11/29/22
- Nevada reports October statewide gaming win up 4.83% to $1.28B
- 07:06 Today Wells Fargo
- Red Rock Resorts price target raised to $54 from $48 at Wells Fargo
- 01/20/23 JMP Securities
- Red Rock Resorts price target raised to $51 from $50 at JMP Securities
- 01/11/23 Truist
- Red Rock Resorts cut to Hold at Truist on development overhang, valuation
- 01/11/23 Truist
- Red Rock Resorts downgraded to Hold from Buy at Truist
- 02/03/23 Deutsche Bank
- Boyd Gaming price target raised to $72 from $66 at Deutsche Bank
- 02/03/23 CBRE
- Boyd Gaming upgraded to Buy from Hold at CBRE
- 01/18/23 Roth Capital
- Boyd Gaming initiated with a Buy at Roth Capital
- 01/17/23 Credit Suisse
- Boyd Gaming initiated with an Outperform at Credit Suisse
- 02/07/23
- Red Rock Resorts reports Q4 EPS $1.49, consensus 59c
- 10/27/22
- Red Rock Resorts reports Q3 EPS 83c, consensus 50c
- 08/09/22
- Red Rock Resorts reports Q2 EPS 26c , consensus 54c
- 02/02/23
- Boyd Gaming reports Q4 EPS $1.63, consensus $1.45
- 02/02/23
- Notable companies reporting after market close
- 10/25/22
- Boyd Gaming reports Q3 adjusted EPS $1.48, consensus $1.32
- 02/07/23
- Fly Intel: After-Hours Movers
- 02/02/23
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- 01/27/23
- Bet On It: U.K. gambling authority says reform in the works
- 01/20/23
- Bet On It: Kentucky lawmaker sees momentum towards sports betting legalization
- 01/17/23
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
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Recommendations
| ShowHide Related Items >><< - 02/07/23
- DuPont increases quarterly dividend 9% to 36c per share
- 11/14/22
- Third Point buys TJX, exits Cenovus Energy in Q3
- 11/10/22
- California AG sues DuPont, 3M over 'toxic forever chemicals'
- 11/08/22
- DuPont approves new $5B share buyback program, plans accelerated share buyback
- 07:18 Today Wells Fargo
- DuPont price target raised to $85 from $77 at Wells Fargo
- 06:38 Today Mizuho
- DuPont price target raised to $85 from $83 at Mizuho
- 05:27 Today Barclays
- DuPont price target raised to $80 from $71 at Barclays
- 01/17/23 Deutsche Bank
- DuPont downgraded to Hold from Buy at Deutsche Bank
- 02/07/23
- DuPont sees FY23 adjusted EPS $3.50-$4.00, consensus $3.84
- 02/07/23
- DuPont sees Q1 adjusted EPS 80c, consensus 89c
- 02/07/23
- DuPont reports Q4 adjusted EPS 89c, consensus 78c
- 11/08/22
- DuPont reports Q3 adjusted EPS 82c, consensus 79c
- 02/07/23
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- 02/07/23
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- 11/08/22
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- 02/07/23
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- 01/19/23
- DuPont de Nemours put volume heavy and directionally bearish
- 11/08/22
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- 11/08/22
- Unusually active option classes on open November 8th
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Recommendations
| ShowHide Related Items >><< - 11/16/22
- Napco Security exec Buchel sells 52,977 common shares
- 02/07/23 Lake Street
- Napco Security price target raised to $40 from $32 at Lake Street
- 09/22/22 Canaccord
- Napco Security price target raised to $40 from $36 at Canaccord
- 08/30/22 Lake Street
- Napco Security price target raised to $32 from $23 at Lake Street
- 08/30/22 Canaccord
- Napco Security price target raised to $36 from $28 at Canaccord
- 02/06/23
- Napco Security reports Q2 EPS 23c, consensus 14c
- 11/07/22
- Napco Security reports Q1 EPS 17c, consensus 13c
- 08/29/22
- Napco Security reports Q4 EPS 20c vs 15c last year
- 08/29/22
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Recommendations
| ShowHide Related Items >><< - 12/19/22
- SS&C secures Mine Superannuation Fund
- 12/05/22
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- 09/29/22
- SS&C partners with Coinbase to expand digital asset trading
- 09/15/22
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- 07:25 Today Raymond James
- SS&C price target raised to $74 from $63 at Raymond James
- 01/27/23 DA Davidson
- SS&C price target raised to $74 from $70 at DA Davidson
- 12/06/22 Truist
- SS&C price target lowered to $55 from $75 at Truist
- 10/28/22 Jefferies
- SS&C price target lowered to $55 from $81 at Jefferies
- 02/07/23
- SS&C sees FY23 adjusted EPS $4.67-$4.97, consensus $4.98
- 02/07/23
- SS&C sees Q1 adjusted EPS $1.10-$1.16, consensus $1.19
- 02/07/23
- SS&C reports Q4 adjusted EPS $1.16, consensus $1.16
- 10/27/22
- SS&C sees FY22 adjusted EPS $4.62-$4.70, consensus $4.82
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