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Recommendations
Longbow cuts second half estimates for semis and components » 07:40
06/25/20
06/25
07:40
06/25/20
07:40
APH

Amphenol

$94.59 /

-2.62 (-2.70%)

, ARW

Arrow Electronics

$64.81 /

-2.62 (-3.89%)

, AVT

Avnet

$26.93 /

-1.33 (-4.71%)

, LFUS

Littelfuse

$164.25 /

-3.04 (-1.82%)

, MCHP

Microchip

$101.09 /

-3.17 (-3.04%)

, ON

ON Semiconductor

$19.28 /

-0.9 (-4.46%)

, ST

Sensata

$35.18 /

-2.12 (-5.68%)

, TEL

TE Connectivity

$78.04 /

-3.71 (-4.54%)

, TXN

Texas Instruments

$123.84 /

-2.76 (-2.18%)

Longbow analyst Nikolay…

Longbow analyst Nikolay Todorov has reduced his 2020 second half estimates for semis and components to reflect a more conservative view of a back-half weighted recovery following checks that leave him concerned about a slower auto production ramp-up, weaker bookings in May and June, and signs of upstream excess inventory. Shipments of delayed first quarter orders drove a better close to the second quarter in China, but the order momentum slowdown which began in May continued into June, the analyst tells investors, based on his checks. Within his coverage, he sees the most risk for ON Semiconductor (ON), given valuation and above seasonal Q3 sales consensus, noted the analyst. Todorov has Neutral ratings on ON Semi, Amphenol (APH), Texas Instruments (TXN), TE Connectivity (TEL), Sensata (ST), Microchip (MCHP), Littelfuse (LFUS), Avnet (AVT), Arrow Electronics (ARW) and Amphenol (APH).

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TXN Texas Instruments
$123.84 /

-2.76 (-2.18%)

TEL TE Connectivity
$78.04 /

-3.71 (-4.54%)

ST Sensata
$35.18 /

-2.12 (-5.68%)

ON ON Semiconductor
$19.28 /

-0.9 (-4.46%)

MCHP Microchip
$101.09 /

-3.17 (-3.04%)

ARW Arrow Electronics
$64.81 /

-2.62 (-3.89%)

APH Amphenol
$94.59 /

-2.62 (-2.70%)

APH Amphenol
$94.59 /

-2.62 (-2.70%)

06/23/20 Stifel
Amphenol price target raised to $95 from $80 at Stifel
04/23/20 Wells Fargo
Amphenol price target raised to $95 from $90 at Wells Fargo
04/21/20 Jefferies
Amphenol price target raised to $98 from $90 at Jefferies
04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
ARW Arrow Electronics
$64.81 /

-2.62 (-3.89%)

04/28/20 BofA
Arrow Electronics upgraded to Neutral from Underperform at BofA
04/28/20 BofA
Arrow Electronics upgraded to Neutral from Underperform at BofA
04/24/20
Fly Intel: Top five analyst initiations
04/24/20 Loop Capital
Arrow Electronics initiated with a Buy at Loop Capital
AVT Avnet
$26.93 /

-1.33 (-4.71%)

04/28/20 Wells Fargo
Avnet price target raised to $27 from $22 at Wells Fargo
04/24/20 Loop Capital
Avnet initiated with a Hold at Loop Capital
04/23/20 Loop Capital
Avnet initiated with a Hold at Loop Capital
LFUS Littelfuse
$164.25 /

-3.04 (-1.82%)

05/18/20 Baird
Littelfuse Q2 at trough demand levels, says Baird
04/20/20 Loop Capital
Littelfuse initiated with a Hold at Loop Capital
02/24/20 Stifel
Stifel expects Amphenol peers to follow company in warning due to coronavirus
02/04/20
Littelfuse upgraded to Outperform at Baird
MCHP Microchip
$101.09 /

-3.17 (-3.04%)

06/19/20 Loop Capital
Microchip initiated with a Buy at Loop Capital
06/05/20 Mizuho
Microchip price target raised to $115 from $105 at Mizuho
06/04/20 Argus
Microchip price target raised to $125 from $100 at Argus
06/03/20 SunTrust
Microchip price target raised to $117 from $94 at SunTrust
ON ON Semiconductor
$19.28 /

-0.9 (-4.46%)

06/23/20
Fly Intel: Top five analyst upgrades
06/23/20 Piper Sandler
ON Semiconductor upgraded to Overweight from Neutral at Piper Sandler
06/09/20 Benchmark
ON Semiconductor price target raised to $24 from $20 at Benchmark
06/05/20 Rosenblatt
Rosenblatt starts ON Semiconductor at Buy, sees pullback as opportunity
ST Sensata
$35.18 /

-2.12 (-5.68%)

05/27/20 Morgan Stanley
Morgan Stanley upgrades Sensata to Equal Weight with June quarter seen as bottom
05/27/20 Morgan Stanley
Sensata upgraded to Equal Weight from Underweight at Morgan Stanley
04/20/20 Loop Capital
Sensata initiated with a Buy at Loop Capital
04/13/20 Goldman Sachs
Sensata upgraded to Buy from Neutral at Goldman Sachs
TEL TE Connectivity
$78.04 /

-3.71 (-4.54%)

06/01/20 Baird
TE Connectivity upgraded to Outperform at Baird
06/01/20 Baird
TE Connectivity upgraded to Outperform from Neutral at Baird
05/19/20 Evercore ISI
TE Connectivity added to Tactical Outperform List at Evercore ISI
04/20/20 Loop Capital
TE Connectivity initiated with a Buy at Loop Capital
TXN Texas Instruments
$123.84 /

-2.76 (-2.18%)

04/22/20
Fly Intel: Top five analyst initiations
04/22/20 Morgan Stanley
Texas Instruments price target lowered to $94 from $101 at Morgan Stanley
TXN Texas Instruments
$123.84 /

-2.76 (-2.18%)

TEL TE Connectivity
$78.04 /

-3.71 (-4.54%)

ST Sensata
$35.18 /

-2.12 (-5.68%)

ON ON Semiconductor
$19.28 /

-0.9 (-4.46%)

MCHP Microchip
$101.09 /

-3.17 (-3.04%)

LFUS Littelfuse
$164.25 /

-3.04 (-1.82%)

AVT Avnet
$26.93 /

-1.33 (-4.71%)

ARW Arrow Electronics
$64.81 /

-2.62 (-3.89%)

APH Amphenol
$94.59 /

-2.62 (-2.70%)

TXN Texas Instruments
$123.84 /

-2.76 (-2.18%)

LFUS Littelfuse
$164.25 /

-3.04 (-1.82%)

AVT Avnet
$26.93 /

-1.33 (-4.71%)

TXN Texas Instruments
$123.84 /

-2.76 (-2.18%)

ON ON Semiconductor
$19.28 /

-0.9 (-4.46%)

MCHP Microchip
$101.09 /

-3.17 (-3.04%)

AVT Avnet
$26.93 /

-1.33 (-4.71%)

TXN Texas Instruments
$123.84 /

-2.76 (-2.18%)

ON ON Semiconductor
$19.28 /

-0.9 (-4.46%)

MCHP Microchip
$101.09 /

-3.17 (-3.04%)

Recommendations
Amphenol price target raised to $95 from $80 at Stifel » 08:41
06/23/20
06/23
08:41
06/23/20
08:41
APH

Amphenol

$97.56 /

+0.45 (+0.46%)

Stifel analyst Matthew…

Stifel analyst Matthew Sheerin raised the firm's price target on Amphenol to $95 from $80 and keeps a Hold rating on the shares after hosting an investor call with the company's CEO and CFO. Sheerin, who believes Amphenol is "as well positioned to weather this pandemic as any peer," also thinks the stock appears fairly valued at its current levels.

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APH Amphenol
$97.56 /

+0.45 (+0.46%)

APH Amphenol
$97.56 /

+0.45 (+0.46%)

04/23/20 Wells Fargo
Amphenol price target raised to $95 from $90 at Wells Fargo
04/21/20 Jefferies
Amphenol price target raised to $98 from $90 at Jefferies
04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
APH Amphenol
$97.56 /

+0.45 (+0.46%)

Over a month ago
Recommendations
Amphenol price target raised to $95 from $90 at Wells Fargo » 08:55
04/23/20
04/23
08:55
04/23/20
08:55
APH

Amphenol

$81.65 /

+4.655 (+6.05%)

Wells Fargo analyst Deepa…

Wells Fargo analyst Deepa Raghavan raised the firm's price target on Amphenol to $95 from $90 following quarterly results. The analyst keeps an Overweight rating on the shares.

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APH Amphenol
$81.65 /

+4.655 (+6.05%)

04/21/20 Jefferies
Amphenol price target raised to $98 from $90 at Jefferies
04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
03/12/20 Morgan Stanley
Nvidia, Cree on Morgan Stanley's semiconductors 'shopping list' amid selloff
Hot Stocks
Amphenol sees industrial market remaining relatively stable in Q2 » 14:57
04/22/20
04/22
14:57
04/22/20
14:57
APH

Amphenol

$81.13 /

+4.14 (+5.38%)

Sees Q2 automotive sales…

Sees Q2 automotive sales to further reduce as customer shutdowns continue to impact demand. Sees Q2 sales to mobile device customers to increase from Q1 levels. Sees Q2 mobile network sales to be similar to those levels realiezd in Q1. Sees Q2 information technology and data communications sales to increase due to "strong" orders, though the company still faces production challenges in many geographies due to COVID-19. Sees Q2 broadband sales increasing as customers seek to quickly upgrade capacity in their networks. Guidance taken from Q1 earnings conference call.

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APH Amphenol
$81.13 /

+4.14 (+5.38%)

04/21/20 Jefferies
Amphenol price target raised to $98 from $90 at Jefferies
04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
03/12/20 Morgan Stanley
Nvidia, Cree on Morgan Stanley's semiconductors 'shopping list' amid selloff
Earnings
Amphenol withdraw FY20 guidance, sees Q2 sales below Q1 levels » 14:41
04/22/20
04/22
14:41
04/22/20
14:41
APH

Amphenol

$81.30 /

+4.31 (+5.60%)

Earlier, in conjunction…

Earlier, in conjunction with its report of first quarter results, Amphenol stated: "As we look ahead, the overall demand and operating environment remains highly uncertain. The full impact of the COVID-19 pandemic on our business will depend on many unpredictable future developments, including the length and severity of the crisis, potential additional government actions and the overall impact of the pandemic on the global economy, among many other factors. As a result, until conditions become more predictable, we believe it is prudent to withdraw our full-year sales and EPS guidance, and we will not be providing a specific outlook for the coming quarter. Given these dynamics, however, we expect sales and EPS in the second quarter of 2020 to be lower than the levels we achieved in the first quarter. Despite the significant challenges in the current environment, we are encouraged by the platform of strength that has been created by the Company's consistent superior performance. We remain confident in the ability of our outstanding, entrepreneurial management team to dynamically adjust to the current market conditions, to continue to generate strong financial performance and to further capitalize on the many opportunities to expand our market position that exist in any economic cycle.

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APH Amphenol
$81.30 /

+4.31 (+5.60%)

04/21/20 Jefferies
Amphenol price target raised to $98 from $90 at Jefferies
04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
03/12/20 Morgan Stanley
Nvidia, Cree on Morgan Stanley's semiconductors 'shopping list' amid selloff
Earnings
Amphenol reports Q1 adj. EPS 71c, consensus 73c » 08:10
04/22/20
04/22
08:10
04/22/20
08:10
APH

Amphenol

$76.99 /

-4.22 (-5.20%)

Reports Q1 revenue…

Reports Q1 revenue $1.86B, consensus $1.83B. Amphenol President and CEO, R. Adam Norwitt, stated, "Q1 was significantly impacted by the COVID-19 pandemic. Since the shutdown of Wuhan, China on January 23, Amphenol's entire global organization has been managing through the extreme challenges created by the outbreak. Starting in late January, our team in China successfully navigated a nearly three-week shutdown of all of their manufacturing operations, and were able to return to full production levels by the beginning of March. As COVID-19 has spread around the world, our team continues to execute well amidst very challenging market conditions and quickly evolving government measures to control the pandemic, all while prioritizing the safety and health of our more than 75,000 employees worldwide. Amidst this unprecedented crisis, we are proud to have closed the first quarter 2020 with sales, operating margins and Adjusted Diluted EPS reaching $1.862 billion, 17.0% and 71c, respectively. In addition, our orders in the first quarter reached a higher than originally expected $2.151 billion, driven in particular by higher demand from customers supporting expanded capacity of communications networks as well as for medical equipment. Compared to the first quarter 2019, sales decreased by 5%, reflecting the sudden and severe slowdown in certain markets resulting from the outbreak as well as our limited ability to produce in China during the month of February and production limitations imposed in other parts of the world during the month of March. Given the difficult environment created by the COVID-19 pandemic, our first quarter results were impressive and illustrate the significant benefits of the company's agile and entrepreneurial management team as well as our balanced end market and geographic diversity. It is extremely rewarding that even in this difficult environment, the company's experienced management team reacted quickly to ensure that profitability, cash flow and liquidity remained strong. Operating cash flow in the quarter was $384 million, a clear confirmation of the quality of the company's earnings. In addition, out of an abundance of caution, at the end of the first quarter, the company proactively drew down $1.25 billion from our existing $2.5 billion revolving credit facility, approximately half of which was allocated to repay existing maturities under our commercial paper programs. As a result, the company finished the quarter in a very strong liquidity position, with $2.4 billion of cash on hand. The company continues to deploy its financial strength in a variety of ways to increase shareholder value. To that end, the company purchased 2.7 million shares of its common stock in the quarter for approximately $257 million and paid dividends of approximately $74 million."

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APH Amphenol
$76.99 /

-4.22 (-5.20%)

04/21/20 Jefferies
Amphenol price target raised to $98 from $90 at Jefferies
04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
03/12/20 Morgan Stanley
Nvidia, Cree on Morgan Stanley's semiconductors 'shopping list' amid selloff
Earnings
Notable companies reporting before tomorrow's open » 20:25
04/21/20
04/21
20:25
04/21/20
20:25
T

AT&T

$29.83 /

-1.15 (-3.71%)

, TMO

Thermo Fisher

$319.49 /

-7.93 (-2.42%)

, NEE

NextEra Energy

$235.56 /

-2.12 (-0.89%)

, BIIB

Biogen

$329.79 /

-9.33 (-2.75%)

, KMB

Kimberly-Clark

$139.61 /

-0.21 (-0.15%)

, APH

Amphenol

$76.99 /

-4.22 (-5.20%)

, DAL

Delta Air Lines

$23.05 /

-0.61 (-2.58%)

, BKR

Baker Hughes

$12.72 /

-0.25 (-1.93%)

, DGX

Quest Diagnostics

$94.57 /

-0.55 (-0.58%)

, KNX

Knight-Swift

$35.25 /

-0.865 (-2.40%)

Notable companies…

Notable companies reporting before tomorrow's open, with earnings consensus, include AT&T (T), consensus 85c... Thermo Fisher (TMO), consensus $2.81... NextEra Energy (NEE), consensus $2.20... Biogen (BIIB), consensus $7.74... Kimberly-Clark (KMB), consensus $1.96... Amphenol (APH), consensus 74c... Delta Air Lines (DAL), consensus (74c)... Baker Hughes (BKR), consensus 11c... Quest Diagnostics (DGX), consensus 90c... Knight-Swift (KNX), consensus 35c.

ShowHide Related Items >><<
T AT&T
$29.83 /

-1.15 (-3.71%)

04/17/20 Benchmark
Netflix initiated with a Sell at Benchmark
04/14/20 SunTrust
Roku price target lowered to $110 from $160 at SunTrust
04/09/20 Guggenheim
AT&T price target trimmed to $39 after financial update at Guggenheim
04/01/20
Fly Intel: Top five analyst downgrades
TMO Thermo Fisher
$319.49 /

-7.93 (-2.42%)

04/21/20 Wells Fargo
Danaher price target raised to $170 from $155 at Wells Fargo
03/30/20 Wells Fargo
Thermo Fisher price target lowered to $300 from $345 at Wells Fargo
03/04/20 Stifel
Qiagen deal a positive for Thermo Fisher, says Stifel
03/04/20 Berenberg
Qiagen downgraded to Hold from Buy at Berenberg
NEE NextEra Energy
$235.56 /

-2.12 (-0.89%)

04/14/20 Morgan Stanley
NextEra Energy downgraded to Equal Weight on valuation at Morgan Stanley
04/14/20 Morgan Stanley
NextEra Energy downgraded to Equal Weight from Overweight at Morgan Stanley
02/24/20 Vertical Research
NextEra Energy initiated with a Sell at Vertical Research
02/19/20 BMO Capital
NextEra Energy initiated with an Outperform at BMO Capital
BIIB Biogen
$329.79 /

-9.33 (-2.75%)

03/31/20 Wolfe Research
Biogen initiated with a Peer Perform at Wolfe Research
03/26/20 Piper Sandler
Doctor survey shows 'massive' near-term COVID disruption, says Piper Sandler
03/13/20 Jefferies
Large-cap biotech remains good 'defensive zone' for 2020, says Jefferies
02/28/20 William Blair
Biogen deal with Sangamo unlikely to have near-term impact, says William Blair
KMB Kimberly-Clark
$139.61 /

-0.21 (-0.15%)

03/30/20 Jefferies
Kimberly-Clark upgraded to Buy from Hold at Jefferies
02/25/20 Evercore ISI
Reynolds Consumer Products initiated with an Outperform at Evercore ISI
10/23/19 Deutsche Bank
Deutsche Bank upgrades Kimberly-Clark to Hold on expectations reset
10/22/19 Deutsche Bank
Kimberly-Clark upgraded to Hold from Sell at Deutsche Bank
APH Amphenol
$76.99 /

-4.22 (-5.20%)

04/21/20 Jefferies
Amphenol price target raised to $98 from $90 at Jefferies
04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
03/12/20 Morgan Stanley
Nvidia, Cree on Morgan Stanley's semiconductors 'shopping list' amid selloff
DAL Delta Air Lines
$23.05 /

-0.61 (-2.58%)

04/21/20 Deutsche Bank
Delta Air Lines price target lowered to $47 from $51 at Deutsche Bank
04/12/20
Airlines want Treasury to scrap proposal to make grant repayable, Reuters says
04/06/20 Citi
Delta not 'broken story' but share weakness may persist, says Citi
03/25/20 Deutsche Bank
Deutsche Bank upgrades eight Airlines to Buy on stimulus agreement
BKR Baker Hughes
$12.72 /

-0.25 (-1.93%)

04/05/20 Bernstein
Baker Hughes upgraded to Outperform from Underperform at Bernstein
03/31/20
Fly Intel: Top five analyst downgrades
03/31/20 Argus
Baker Hughes downgraded to Hold from Buy at Argus
03/31/20 Argus
Baker Hughes downgraded to Hold from Buy at Argus
DGX Quest Diagnostics
$94.57 /

-0.55 (-0.58%)

03/30/20 Wells Fargo
Quest Diagnostics price target lowered to $80 from $100 at Wells Fargo
03/27/20
Fly Intel: Top five analyst downgrades
03/27/20 Morgan Stanley
Morgan Stanley cuts Quest, upgrades Charles River in Healthcare Service shake-up
03/27/20 Morgan Stanley
Quest Diagnostics downgraded to Equal Weight from Overweight at Morgan Stanley
KNX Knight-Swift
$35.25 /

-0.865 (-2.40%)

04/02/20 Citi
Knight-Swift price target lowered to $38 from $43 at Citi
03/23/20 Morgan Stanley
Morgan Stanley upgrades Freight Transport industry to In-Line, raises 3 stocks
02/05/20 Citi
Knight-Swift shares can move toward $60 in next upcycle, says Citi
01/07/20 Wolfe Research
Wolfe positive on Transports after shipper survey, upgrades three names
Earnings
Notable companies reporting before tomorrow's open » 13:18
04/21/20
04/21
13:18
04/21/20
13:18
T

AT&T

$30.07 /

-0.91 (-2.94%)

, TMO

Thermo Fisher

$318.76 /

-8.665 (-2.65%)

, NEE

NextEra Energy

$232.40 /

-5.28 (-2.22%)

, BIIB

Biogen

$331.31 /

-7.81 (-2.30%)

, KMB

Kimberly-Clark

$139.20 /

-0.62 (-0.44%)

, APH

Amphenol

$76.93 /

-4.28 (-5.27%)

, DAL

Delta Air Lines

$23.02 /

-0.64 (-2.70%)

, BKR

Baker Hughes

$12.66 /

-0.315 (-2.43%)

, DGX

Quest Diagnostics

$93.85 /

-1.27 (-1.34%)

, KNX

Knight-Swift

$35.25 /

-0.865 (-2.40%)

Notable companies…

Notable companies reporting before tomorrow's open, with earnings consensus, include AT&T (T), consensus 85c... Thermo Fisher (TMO), consensus $2.81... NextEra Energy (NEE), consensus $2.20... Biogen (BIIB), consensus $7.74... Kimberly-Clark (KMB), consensus $1.96... Amphenol (APH), consensus 74c... Delta Air Lines (DAL), consensus (74c)... Baker Hughes (BKR), consensus 11c... Quest Diagnostics (DGX), consensus 90c... Knight-Swift (KNX), consensus 35c.

ShowHide Related Items >><<
T AT&T
$30.07 /

-0.91 (-2.94%)

04/17/20 Benchmark
Netflix initiated with a Sell at Benchmark
04/14/20 SunTrust
Roku price target lowered to $110 from $160 at SunTrust
04/09/20 Guggenheim
AT&T price target trimmed to $39 after financial update at Guggenheim
04/01/20
Fly Intel: Top five analyst downgrades
TMO Thermo Fisher
$318.76 /

-8.665 (-2.65%)

04/21/20 Wells Fargo
Danaher price target raised to $170 from $155 at Wells Fargo
03/30/20 Wells Fargo
Thermo Fisher price target lowered to $300 from $345 at Wells Fargo
03/04/20 Stifel
Qiagen deal a positive for Thermo Fisher, says Stifel
03/04/20 Berenberg
Qiagen downgraded to Hold from Buy at Berenberg
NEE NextEra Energy
$232.40 /

-5.28 (-2.22%)

04/14/20 Morgan Stanley
NextEra Energy downgraded to Equal Weight on valuation at Morgan Stanley
04/14/20 Morgan Stanley
NextEra Energy downgraded to Equal Weight from Overweight at Morgan Stanley
02/24/20 Vertical Research
NextEra Energy initiated with a Sell at Vertical Research
02/19/20 BMO Capital
NextEra Energy initiated with an Outperform at BMO Capital
BIIB Biogen
$331.31 /

-7.81 (-2.30%)

03/31/20 Wolfe Research
Biogen initiated with a Peer Perform at Wolfe Research
03/26/20 Piper Sandler
Doctor survey shows 'massive' near-term COVID disruption, says Piper Sandler
03/13/20 Jefferies
Large-cap biotech remains good 'defensive zone' for 2020, says Jefferies
02/28/20 William Blair
Biogen deal with Sangamo unlikely to have near-term impact, says William Blair
KMB Kimberly-Clark
$139.20 /

-0.62 (-0.44%)

03/30/20 Jefferies
Kimberly-Clark upgraded to Buy from Hold at Jefferies
02/25/20 Evercore ISI
Reynolds Consumer Products initiated with an Outperform at Evercore ISI
10/23/19 Deutsche Bank
Deutsche Bank upgrades Kimberly-Clark to Hold on expectations reset
10/22/19 Deutsche Bank
Kimberly-Clark upgraded to Hold from Sell at Deutsche Bank
APH Amphenol
$76.93 /

-4.28 (-5.27%)

04/21/20 Jefferies
Amphenol price target raised to $98 from $90 at Jefferies
04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
03/12/20 Morgan Stanley
Nvidia, Cree on Morgan Stanley's semiconductors 'shopping list' amid selloff
DAL Delta Air Lines
$23.02 /

-0.64 (-2.70%)

04/21/20 Deutsche Bank
Delta Air Lines price target lowered to $47 from $51 at Deutsche Bank
04/12/20
Airlines want Treasury to scrap proposal to make grant repayable, Reuters says
04/06/20 Citi
Delta not 'broken story' but share weakness may persist, says Citi
03/25/20 Deutsche Bank
Deutsche Bank upgrades eight Airlines to Buy on stimulus agreement
BKR Baker Hughes
$12.66 /

-0.315 (-2.43%)

04/05/20 Bernstein
Baker Hughes upgraded to Outperform from Underperform at Bernstein
03/31/20
Fly Intel: Top five analyst downgrades
03/31/20 Argus
Baker Hughes downgraded to Hold from Buy at Argus
03/31/20 Argus
Baker Hughes downgraded to Hold from Buy at Argus
DGX Quest Diagnostics
$93.85 /

-1.27 (-1.34%)

03/30/20 Wells Fargo
Quest Diagnostics price target lowered to $80 from $100 at Wells Fargo
03/27/20
Fly Intel: Top five analyst downgrades
03/27/20 Morgan Stanley
Morgan Stanley cuts Quest, upgrades Charles River in Healthcare Service shake-up
03/27/20 Morgan Stanley
Quest Diagnostics downgraded to Equal Weight from Overweight at Morgan Stanley
KNX Knight-Swift
$35.25 /

-0.865 (-2.40%)

04/02/20 Citi
Knight-Swift price target lowered to $38 from $43 at Citi
03/23/20 Morgan Stanley
Morgan Stanley upgrades Freight Transport industry to In-Line, raises 3 stocks
02/05/20 Citi
Knight-Swift shares can move toward $60 in next upcycle, says Citi
01/07/20 Wolfe Research
Wolfe positive on Transports after shipper survey, upgrades three names
Recommendations
Amphenol price target raised to $98 from $90 at Jefferies » 08:27
04/21/20
04/21
08:27
04/21/20
08:27
APH

Amphenol

$81.21 /

-2.98 (-3.54%)

Jefferies analyst David…

Jefferies analyst David Kelley cut his connector/sensor supplier estimates again ahead of Q1 earnings season given elongated production shutdowns, greater demand disruption and lower visibility into a recovery in the second half. However, Kelley raised the firm's price target on Amphenol to $98 from $90 and keeps a Buy rating on the shares, calling it his top pick. Using 2009 as a roadmap, Kelley expects Amphenol shares will be first in the group to turn, likely ahead of a troughing of estimates, the analyst tells investors.

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APH Amphenol
$81.21 /

-2.98 (-3.54%)

04/20/20 Loop Capital
Amphenol initiated with a Hold at Loop Capital
03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
03/12/20 Morgan Stanley
Nvidia, Cree on Morgan Stanley's semiconductors 'shopping list' amid selloff
03/10/20 Morgan Stanley
Morgan Stanley lowers semiconductor estimates to reflect COVID-19 disruption
Initiation
Amphenol initiated with a Hold at Loop Capital » 08:52
04/20/20
04/20
08:52
04/20/20
08:52
APH

Amphenol

$84.19 /

+3.38 (+4.18%)

Loop Capital analyst…

Loop Capital analyst Shawn Harrison initiated coverage of Amphenol with a Hold rating and $85 price target. The analyst notes that the company will likely outperform its peers during the downturn based on the strength of his industry checks this month in some of its key end markets. However, Harrison sees the current valuation on Amphenol at 22.5-times his expected 2021 earnings as "fair" and in line with the stock's 5-year average.

ShowHide Related Items >><<
APH Amphenol
$84.19 /

+3.38 (+4.18%)

03/16/20 Citi
Amphenol price target lowered to $95 from $115 at Citi
03/12/20 Morgan Stanley
Nvidia, Cree on Morgan Stanley's semiconductors 'shopping list' amid selloff
03/10/20 Morgan Stanley
Morgan Stanley lowers semiconductor estimates to reflect COVID-19 disruption
02/24/20 Stifel
Stifel expects Amphenol peers to follow company in warning due to coronavirus

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