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AVGO Broadcom $281.92 0.45 (0.16%) , BCS Barclays $8.20 0.15 (1.86%) 09:16 02/19/19 02/19 09:16 02/19/19 09:16 Hot Stocks	Broadcom announces Barclays as a PLA customer » Broadcom (AVGO) announced… Broadcom (AVGO) announced that Barclays (BCS) has signed a strategic agreement as a portfolio license agreement, or PLA, customer, enabling them to drive savings with technology to transform their digital infrastructure. Broadcom PLA is a new offering designed to reduce complexity, while providing choice and flexibility, to enterprise customers who are looking for a simplified way to purchase, deploy and manage their digital enterprise software solutions. Barclays selected PLA to help support a multi-year, cross-organizational initiative to streamline its IT operations, while reducing complexity and cost, in order to speed time to market for value-added customer applications. Covering a broad set of solutions within Broadcom's enterprise software division, the PLA was developed to directly address customers' most pressing challenges, including cumbersome license management and renewal processes, as well as stringent compliance and security requirements. AVGO Broadcom $281.92 0.45 (0.16%) BCS Barclays $8.20 0.15 (1.86%) 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	14 Mar

Thursday
AVGO Broadcom $281.31 1.86 (0.67%) 06:06 02/14/19 02/14 06:06 02/14/19 06:06 Recommendations	Broadcom analyst commentary at Piper Jaffray » Broadcom price target… Broadcom price target raised to $310 from $293 at Piper Jaffray. Piper Jaffray analyst Harsh Kumar lowered his estimates for Broadcom to reflect weakness in the data center, storage, and handset markets. For the January quarter, he thinks Broadcom is likely to make or beat the consensus earnings estimate due to CA cost synergies and share repurchases while delivering a small sales miss. For the April quarter guidance, Kumar believes Broadcom will slightly miss Street earnings estimates while also missing consensus revenue estimate. He expects the wireless, storage, and wired business segments to be weaker than previously expected, as global smartphone softness, slower data center spending, and a storage inventory correction impact the company. The analyst, however, boosted his price target to $310 and reiterates an Overweight rating on Broadcom. 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

Over a week ago
CSCO Cisco $47.30 -0.57 (-1.19%) , INTC Intel $50.41 0.42 (0.84%) … 12:26 02/13/19 02/13 12:26 02/13/19 12:26 On The Fly	Fly Intel: What to watch for in Cisco's earnings report » Cisco (CSCO) is scheduled… Open Full Text CSCO Cisco $47.30 -0.57 (-1.19%) INTC Intel $50.41 0.42 (0.84%) AVGO Broadcom $280.10 0.65 (0.23%) 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	13 Feb 13 Feb 14 Feb 25 Feb 26 Feb 27 Feb 28 Feb 25 Mar 26 Mar
AAPL Apple $161.37 6.74 (4.36%) , CRUS Cirrus Logic $37.70 0.17 (0.45%) … 10:27 01/30/19 01/30 10:27 01/30/19 10:27 On The Fly	Apple rises as Wall Street digests better than feared quarterly results » Shares of Apple (AAPL)… Open Full Text AAPL Apple $161.37 6.74 (4.36%) CRUS Cirrus Logic $37.70 0.17 (0.45%) QRVO Qorvo $64.42 0.77 (1.21%) SWKS Skyworks $72.48 0.94 (1.31%) SYNA Synaptics $39.29 -0.44 (-1.11%) AVGO Broadcom $268.96 2.77 (1.04%) 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 05 Feb 07 Feb 07 Feb 12 Feb 13 Feb 25 Feb 01 Mar 25 Mar 26 Mar
AAPL Apple $154.63 -1.67 (-1.07%) , CRUS Cirrus Logic $37.53 -0.92 (-2.39%) … 08:21 01/30/19 01/30 08:21 01/30/19 08:21 Recommendations	Apple, Cirrus Logic, Qorvo, Skyworks, Synaptics, Broadcom analyst commentary at KeyBanc » Apple muted iPhone… Apple muted iPhone results consistent with lowered expectations, says KeyBanc. KeyBanc analyst John Vinh views Apple's (AAPL) muted iPhone results and guidance as consistent with his lowered expectations related to the current iPhone cycle. Despite opportunities for content gains, the analyst thinks it will be "extremely challenging" for Apple supplier stocks, such as Cirrus Logic (CRUS), Qorvo (QRVO), Skyworks (SWKS), and Synaptics (SYNA), to work in the current cycle, as he anticipates declining iPhone shipments this year. His favorite Apple supply chain name remains Broadcom (AVGO), as he is increasingly confident in the company's M&A strategy and ability to diversify its exposure away from mobile, while continuing to gain share and grow content at Apple. AAPL Apple $154.63 -1.67 (-1.07%) CRUS Cirrus Logic $37.53 -0.92 (-2.39%) QRVO Qorvo $63.65 -1.43 (-2.20%) SWKS Skyworks $71.54 -1.11 (-1.53%) SYNA Synaptics $39.73 -0.06 (-0.15%) AVGO Broadcom $266.19 -1.34 (-0.50%) 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 05 Feb 07 Feb 07 Feb 12 Feb 13 Feb 25 Feb 01 Mar 25 Mar 26 Mar

Over a month ago
AVGO Broadcom $251.65 -4.86 (-1.89%) , NVDA Nvidia $148.78 -1.14 (-0.76%) … 07:49 01/17/19 01/17 07:49 01/17/19 07:49 Recommendations	Broadcom, Nvidia, Intel, Maxim Integrated, Micron, Inphi, Mellanox, Lam Research analyst commentary at JPMorgan » JPMorgan sees bottom… JPMorgan sees bottom forming in Semi stocks ahead of second half rally. JPMorgan analyst Harlan Sur expects most of the Semiconductor companies he covers to report December quarter numbers in-line with his and consensus expectations. The stocks should start to discount improving fundamentals in the first half of 2019 and should be accumulated on any further pullbacks, Sur tells investors in a research note. While the analyst anticipates another round of consensus estimate cuts in the January earnings season, he believes further share downside is limited since many of his stocks are down 25% from the peak in March/June of last year. In large cap stocks, Sur's top pick is Broadcom (AVGO) and he also favors Nvidia (NVDA), Intel (INTC), Maxim Integrated (MXIM) and Micron Technology (MU). The analyst's small cap top picks include Inphi (IPHI) and Mellanox (MLNX). In Semi Capital Equipment, Sur favors Lam Research (LRCX). AVGO Broadcom $251.65 -4.86 (-1.89%) NVDA Nvidia $148.78 -1.14 (-0.76%) INTC Intel $48.12 -0.47 (-0.97%) MXIM Maxim Integrated $52.06 0.37 (0.72%) MU Micron $33.57 -0.41 (-1.21%) IPHI Inphi $35.00 -0.165 (-0.47%) MLNX Mellanox $83.57 -1.24 (-1.46%) LRCX Lam Research $138.75 -1.24 (-0.89%) 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	17 Jan 22 Jan 23 Jan 24 Jan 29 Jan 29 Jan 30 Jan 01 Feb 25 Feb 28 May
XLNX Xilinx $90.49 -0.72 (-0.79%) , AVGO Broadcom $251.65 -4.86 (-1.89%) 06:18 01/17/19 01/17 06:18 01/17/19 06:18 Upgrade	Xilinx, Broadcom rating change at Mizuho » Xilinx upgraded to Buy… Xilinx upgraded to Buy from Neutral at Mizuho. Mizuho analyst Vijay Rakesh upgraded Xilinx (XLNX) to Buy with a $100 price target citing the company's exposure to 5G. Continued ramp and a "long runway" in 5G with higher dollar content should be a tailwind for Xilinx "versus some of the anemic growth in other verticals and peers," Rakesh tells investors in a research note. The analyst's top 2019 Semiconductor pick is Broadcom (AVGO). XLNX Xilinx $90.49 -0.72 (-0.79%) AVGO Broadcom $251.65 -4.86 (-1.89%) 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 23 Jan 25 Feb
BUD AB InBev $70.49 -2.04 (-2.81%) , ACN Accenture $148.37 1.53 (1.04%) … 11:29 01/16/19 01/16 11:29 01/16/19 11:29 On The Fly	Downgrades of IT Hardware sector, AB Inbev among today's top analyst calls » Check out today's top… Open Full Text BUD AB InBev $70.49 -2.04 (-2.81%) ACN Accenture $148.37 1.53 (1.04%) HPE HP Enterprise $14.08 -0.37 (-2.56%) NTAP NetApp $61.25 -1.23 (-1.97%) NTNX Nutanix $49.83 1.075 (2.20%) TDC Teradata $43.09 1.35 (3.23%) AAPL Apple $155.13 2.09 (1.37%) AVGO Broadcom $255.49 -1.02 (-0.40%) CRUS Cirrus Logic $36.22 0.74 (2.09%) QRVO Qorvo $61.91 0.36 (0.58%) SWKS Skyworks $69.44 0.99 (1.45%) SYNA Synaptics $39.79 0.15 (0.38%) 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	16 Jan 16 Jan 22 Jan 23 Jan 23 Jan 24 Jan 25 Jan 29 Jan 30 Jan 05 Feb 07 Feb 12 Feb 13 Feb 25 Feb
AAPL Apple $153.04 3.05 (2.03%) , AVGO Broadcom $256.51 5.7 (2.27%) … 07:43 01/16/19 01/16 07:43 01/16/19 07:43 Recommendations	Apple, Broadcom, Cirrus Logic, Qorvo, Skyworks, Synaptics analyst commentary at KeyBanc » Survey indicates… Survey indicates increasingly disappointing demand for iPhone XR/XS/Max, says KeyBanc. KeyBanc analyst John Vinh says his latest carrier survey indicates increasingly disappointing demand for both Apple's (AAPL) iPhone XR and XS/Max, resulting in spiking carrier store inventories month over month. While initial demand for the iPhone XS/Max had been largely stable relative to the XR, which has been disappointing since launch, his latest survey indicates XS/Max sell-through slowed dramatically in December, as inventories for both XS models in addition to the XR have increased significantly month over month to over four days, which indicates this could be one of the most disappointing phone cycles since the 6s. As such, the analyst sees increasing risk to forward estimates at Broadcom (AVGO), Cirrus Logic (CRUS), Qorvo (QRVO), Skyworks (SWKS), and Synaptics (SYNA). AAPL Apple $153.04 3.05 (2.03%) AVGO Broadcom $256.51 5.7 (2.27%) CRUS Cirrus Logic $35.48 -0.12 (-0.34%) QRVO Qorvo $61.55 0.37 (0.60%) SWKS Skyworks $68.45 0.12 (0.18%) SYNA Synaptics $39.64 0.55 (1.41%) 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 30 Jan 05 Feb 07 Feb 12 Feb 13 Feb 25 Feb
NFLX Netflix $349.79 16.99 (5.11%) , EW Edwards Lifesciences $159.77 10.22 (6.83%) … 09:55 01/15/19 01/15 09:55 01/15/19 09:55 Options	Early notable gainers among liquid option names on January 15th » Notable gainers among… Notable gainers among liquid option names this morning include Netflix (NFLX) $353.19 +20.28, Edwards Lifesciences (EW) $158.58 +9.05, Incyte (INCY) $76.25 +2.75, Broadcom (AVGO) $259.66 +8.85, and Boston Scientific (BSX) $36.36 +1.05. NFLX Netflix $349.79 16.99 (5.11%) EW Edwards Lifesciences $159.77 10.22 (6.83%) INCY Incyte $76.01 2.47 (3.36%) AVGO Broadcom $257.69 6.88 (2.74%) BSX Boston Scientific $36.18 0.87 (2.46%) 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	17 Jan 17 Jan 18 Jan 27 Jan 06 Feb 18 May 24 May 28 May

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