Breaking News

Today
Show Full Stories

X

To view all stories in expanded form, please subscribe.
Send Info
Recommendations
Allegro MicroSystems price target raised to $38 from $28 at Barclays » 06:46
01/26/21
01/26
06:46
01/26/21
06:46
ALGM

Allegro MicroSystems

$31.85 /

-1.57 (-4.70%)

Barclays analyst Blayne…

Story temporarily locked.
To read stories as they happen please subscribe, Login above, or return tomorrow

Get Free Trial

ShowHide Related Items >><<
ALGM Allegro MicroSystems
$31.85 /

-1.57 (-4.70%)

12/28/20 Mizuho
Allegro MicroSystems price target raised to $30 from $28 at Mizuho
11/23/20 Jefferies
Allegro MicroSystems initiated with a Buy at Jefferies
11/23/20 Credit Suisse
Allegro MicroSystems initiated with an Outperform at Credit Suisse
11/23/20 Mizuho
Allegro MicroSystems initiated with a Buy at Mizuho
ALGM Allegro MicroSystems
$31.85 /

-1.57 (-4.70%)

  • 29
    Oct
ALGM Allegro MicroSystems
$31.85 /

-1.57 (-4.70%)

Yesterday
On The Fly
Fly Insider: OncoCyte, Air Transport among week's notable insider trades » 15:20
01/25/21
01/25
15:20
01/25/21
15:20
OCX

OncoCyte

$5.92 /

+1.21 (+25.69%)

, ALDX

Aldeyra

$11.99 /

-0.27 (-2.20%)

, BRN

Barnwell Industries

$2.12 /

+0.01 (+0.47%)

, HCDI

Harbor Custom Development

$3.33 /

-0.01 (-0.30%)

, AMKR

Amkor Technology

$17.73 /

-0.73 (-3.95%)

, AMK

AssetMark Financial

$24.59 /

-0.065 (-0.26%)

, AMSC

AMSC

$27.81 /

-1.56 (-5.31%)

, ATSG

Air Transport Services

$26.54 /

-0.92 (-3.35%)

Welcome to "Fly Insider,"…

ShowHide Related Items >><<
OCX OncoCyte
$5.92 /

+1.21 (+25.69%)

HCDI Harbor Custom Development
$3.33 /

-0.01 (-0.30%)

ATSG Air Transport Services
$26.54 /

-0.92 (-3.35%)

AMSC AMSC
$27.81 /

-1.56 (-5.31%)

AMKR Amkor Technology
$17.73 /

-0.73 (-3.95%)

AMK AssetMark Financial
$24.59 /

-0.065 (-0.26%)

ALDX Aldeyra
$11.99 /

-0.27 (-2.20%)

OCX OncoCyte
$5.92 /

+1.21 (+25.69%)

01/05/21 Benchmark
GM, Roku, Marcus among Benchmark's Best Ideas for first half of 2021
12/17/20 BTIG
BTIG positive on select healthcare diagnostic/tools names as '2021 Top Picks'
12/16/20 Piper Sandler
OncoCyte upgraded to Overweight from Neutral at Piper Sandler
11/30/20 BTIG
OncoCyte initiated with a Buy at BTIG
ALDX Aldeyra
$11.99 /

-0.27 (-2.20%)

01/08/21 Jefferies
Aldeyra could double if topline of TRANQUILITY study positive, says Jefferies
01/08/21 Citi
Aldeyra shares have 'plenty of upside' despite 26% rally, says Citi
01/07/21 Alliance Global Partners
Aldeyra in an 'enviable position' after Phase 3 Tranquility data, says AGP
12/16/20 Berenberg
Berenberg starts Aldeyra with Buy, sees near-term catalysts
BRN Barnwell Industries
$2.12 /

+0.01 (+0.47%)

HCDI Harbor Custom Development
$3.33 /

-0.01 (-0.30%)

AMKR Amkor Technology
$17.73 /

-0.73 (-3.95%)

01/25/21 Citi
Citi moves Marvell up to pick in semiconductor equipment
01/25/21 Citi
Amkor Technology price target raised to $13 from $11.40 at Citi
11/19/20 Citi
Citi moves Lam Research, Marvell to top picks in Semi Equipment
10/27/20 Deutsche Bank
Amkor Technology price target raised to $16 from $14 at Deutsche Bank
AMK AssetMark Financial
$24.59 /

-0.065 (-0.26%)

12/18/20 Truist
AssetMark Financial initiated with a Hold at Truist
09/23/20 Jefferies
AssetMark Financial initiated with a Hold at Jefferies
08/05/20 JPMorgan
AssetMark Financial downgraded on growth slowdown at JPMorgan
08/05/20 JPMorgan
AssetMark Financial downgraded to Neutral from Overweight at JPMorgan
AMSC AMSC
$27.81 /

-1.56 (-5.31%)

11/06/20 Canaccord
AMSC downgraded to Hold at Canaccord
11/06/20 Canaccord
AMSC downgraded to Hold from Buy at Canaccord
11/05/20 Roth Capital
AMSC price target raised to $20 from $18 at Roth Capital
10/07/20 Craig-Hallum
AMSC price target raised to $21 from $15 at Craig-Hallum
ATSG Air Transport Services
$26.54 /

-0.92 (-3.35%)

10/12/20 Loop Capital
Air Transport Services upgraded to Buy from Hold at Loop Capital
06/04/20 Stephens
Amazon leases more proof of strong demand for Air Transport, says Stephens
05/01/20 Truist
Air Transport Services initiated with a Buy at SunTrust
05/01/20 Truist
Air Transport Services initiated with a Buy at SunTrust
OCX OncoCyte
$5.92 /

+1.21 (+25.69%)

HCDI Harbor Custom Development
$3.33 /

-0.01 (-0.30%)

ATSG Air Transport Services
$26.54 /

-0.92 (-3.35%)

AMSC AMSC
$27.81 /

-1.56 (-5.31%)

AMKR Amkor Technology
$17.73 /

-0.73 (-3.95%)

AMK AssetMark Financial
$24.59 /

-0.065 (-0.26%)

ALDX Aldeyra
$11.99 /

-0.27 (-2.20%)

  • 14
    Jan
  • 13
    Jan
  • 22
    Oct
  • 07
    Aug
OCX OncoCyte
$5.92 /

+1.21 (+25.69%)

HCDI Harbor Custom Development
$3.33 /

-0.01 (-0.30%)

AMSC AMSC
$27.81 /

-1.56 (-5.31%)

AMKR Amkor Technology
$17.73 /

-0.73 (-3.95%)

ALDX Aldeyra
$11.99 /

-0.27 (-2.20%)

AMKR Amkor Technology
$17.73 /

-0.73 (-3.95%)

Conference/Events
Jefferies software/Internet analyst to hold analyst/industry conference call » 10:40
01/25/21
01/25
10:40
01/25/21
10:40
SPLK

Splunk

$169.98 /

-0.93 (-0.54%)

Software & Internet…

Software & Internet Analyst Thill, along with Splunk customer Gregory Poniatowski, discuss the company on an Analyst/Industry Conference Call to be held on January 25 a 1 pm.

ShowHide Related Items >><<
SPLK Splunk
$169.98 /

-0.93 (-0.54%)

SPLK Splunk
$169.98 /

-0.93 (-0.54%)

01/21/21 Goldman Sachs
Splunk assumed with a Buy at Goldman Sachs
12/29/20 Daiwa
Daiwa takes 'wait-and-see posture' on Splunk, starts with Neutral
12/28/20 Daiwa
Splunk initiated with a Neutral at Daiwa
12/17/20 Rosenblatt
Splunk initiated with Buy, $196 price target at Rosenblatt
SPLK Splunk
$169.98 /

-0.93 (-0.54%)

SPLK Splunk
$169.98 /

-0.93 (-0.54%)

SPLK Splunk
$169.98 /

-0.93 (-0.54%)

SPLK Splunk
$169.98 /

-0.93 (-0.54%)

Recommendations
Silicon Motion price target raised to $63 from $55 at B. Riley Securities » 07:57
01/25/21
01/25
07:57
01/25/21
07:57
SIMO

Silicon Motion

/

+

B. Riley Securities…

B. Riley Securities analyst Craig Ellis raised the firm's price target on Silicon Motion to $63 from $55 and keeps a Buy rating on the shares. Bellwether updates and reporting data points "tilt positively" for semiconductor earnings and portend "robust" multi-year chip growth, Ellis tells investors in a research note. While reporting expectations are elevated, there remains "significant" earnings upside ahead, says the analyst.

ShowHide Related Items >><<
SIMO Silicon Motion
/

+

SIMO Silicon Motion
/

+

01/08/21 B. Riley Securities
Silicon Motion price target raised to $55 from $54 at B. Riley Securities
12/31/20 KeyBanc
Industry data points to flat monthly contract pricing for DRAM, says KeyBanc
12/03/20 Wedbush
Silicon Motion added to Best Ideas List at Wedbush
11/04/20 KeyBanc
KeyBanc lays out possible M&A candidates as semi consolidation heats ups
SIMO Silicon Motion
/

+

SIMO Silicon Motion
/

+

Initiation
GoodRx initiated with a Buy at Guggenheim » 06:53
01/25/21
01/25
06:53
01/25/21
06:53
GDRX

GoodRx

$44.42 /

+1.73 (+4.05%)

Guggenheim analyst Vikram…

Guggenheim analyst Vikram Kesavabhotla initiated coverage of GoodRx with a Buy rating and $52 price target.

ShowHide Related Items >><<
GDRX GoodRx
$44.42 /

+1.73 (+4.05%)

GDRX GoodRx
$44.42 /

+1.73 (+4.05%)

11/23/20 Goldman Sachs
GoodRx price target lowered to $44 from $49 at Goldman Sachs
11/20/20 Credit Suisse
GoodRx price target lowered to $49 from $60 at Credit Suisse
11/19/20 RBC Capital
GoodRx upgraded to Outperform from Sector Perform at RBC Capital
11/19/20 Barclays
GoodRx price target lowered to $35 from $55 at Barclays
GDRX GoodRx
$44.42 /

+1.73 (+4.05%)

  • 23
    Sep
GDRX GoodRx
$44.42 /

+1.73 (+4.05%)

GDRX GoodRx
$44.42 /

+1.73 (+4.05%)

Recommendations
Arista Networks price target raised to $350 from $330 at JPMorgan » 06:43
01/25/21
01/25
06:43
01/25/21
06:43
ANET

Arista Networks

$310.99 /

-1.395 (-0.45%)

JPMorgan analyst Samik…

JPMorgan analyst Samik Chatterjee raised the firm's price target on Arista Networks to $350 from $330 and keeps an Overweight rating on the shares. Arista shares might have risen 27% since Q3 earnings, reflecting improved sentiment on cloud spending as well as management confidence in a recovery in the growth rate, Chatterjee tells investors in a research note. However, the debate on the shares has continued to be around share loss in the 400G cycle that the bears on the stock believe will limit the company's ability to provide upside to recently communicated targets for 2021, says the analyst. Despite the higher bar of expectations, Chatterjee still sees upside from modestly better than expected revenue in Q4 and better than expected guidance for Q1.

ShowHide Related Items >><<
ANET Arista Networks
$310.99 /

-1.395 (-0.45%)

ANET Arista Networks
$310.99 /

-1.395 (-0.45%)

01/14/21 Barclays
Arista Networks price target raised to $294 from $235 at Barclays
01/07/21 Rosenblatt
Arista Networks upgraded to Buy from Neutral at Rosenblatt
01/06/21 Credit Suisse
Arista upgraded to Outperform at Credit Suisse on sales growth acceleration
01/06/21 Credit Suisse
Arista Networks upgraded to Outperform from Neutral at Credit Suisse
ANET Arista Networks
$310.99 /

-1.395 (-0.45%)

ANET Arista Networks
$310.99 /

-1.395 (-0.45%)

Recommendations
Citi moves Marvell up to pick in semiconductor equipment » 06:38
01/25/21
01/25
06:38
01/25/21
06:38
MRVL

Marvell

$52.59 /

-0.88 (-1.65%)

, NVDA

Nvidia

$548.55 /

-5.91 (-1.07%)

, LRCX

Lam Research

$563.92 /

-0.27 (-0.05%)

, KLAC

KLA Corp.

$305.02 /

-0.26 (-0.09%)

, ENTG

Entegris

$112.32 /

-1.21 (-1.07%)

, IIVI

II-VI

$93.86 /

+0.58 (+0.62%)

, AMKR

Amkor Technology

$18.46 /

-0.02 (-0.11%)

, CCMP

CMC Materials

$167.54 /

-1.05 (-0.62%)

Citi analyst Atif Malik…

Citi analyst Atif Malik favors semiconductor names over semiconductor capital equipment in the first half of 2021 on peaking wafer fab equipment run rate. He moved Marvell Technology Group (MRVL) to his number one pick and Nvidia (NVDA) to his number two pick. Malik lowered Lam Research (LRCX) and KLA Corp. (KLAC) down by two spots on his ranking list to three and four respectively, On the materials and components group, the analyst maintains Entegris (ENTG) at number one and moves II-VI (IIVI) to his number two pick. He remains Sell rated on Amkor Technology (AMKR) due to long-term margin contraction concerns and CMC Materials (CCMP) due to top line weakness and competitive threats.

ShowHide Related Items >><<
NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

IIVI II-VI
$93.86 /

+0.58 (+0.62%)

ENTG Entegris
$112.32 /

-1.21 (-1.07%)

CCMP CMC Materials
$167.54 /

-1.05 (-0.62%)

AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

01/25/21 Citi
Marvell price target raised to $64 from $50 at Citi
01/15/21 Susquehanna
Marvell price target raised to $60 from $54 at Susquehanna
01/13/21 Piper Sandler
Marvell price target raised to $60 from $50 at Piper Sandler
01/13/21 Piper Sandler
AMD price target raised to $110 from $100 at Piper Sandler
NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

01/15/21 Truist
Nvidia price target raised to $672 from $643 at Truist
01/15/21 Susquehanna
Nvidia price target raised to $625 from $610 at Susquehanna
01/12/21 Wells Fargo
Nvidia very-well positioned as gaming momentum continues, says Wells Fargo
01/11/21 JPMorgan
NIO Inc. price target raised to $75 from $50 at JPMorgan
LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

01/25/21 Citi
Lam Research price target raised to $660 from $420 at Citi
01/18/21 Goldman Sachs
Lam Research price target raised to $616 from $557 at Goldman Sachs
01/11/21 BofA
BofA US 1 List changes
01/08/21
Fly Intel: Top five analyst downgrades
KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

01/25/21 Citi
KLA Corp. price target raised to $360 from $236 at Citi
01/18/21 Goldman Sachs
KLA Corp. price target raised to $308 from $271 at Goldman Sachs
01/08/21 Argus
KLA Corp. price target raised to $300 from $235 at Argus
01/06/21 KeyBanc
KLA Corp. price target raised to $293 from $266 at KeyBanc
ENTG Entegris
$112.32 /

-1.21 (-1.07%)

01/25/21 Citi
Entegris price target raised to $135 from $92 at Citi
01/18/21 Goldman Sachs
Entegris price target raised to $116 from $102 at Goldman Sachs
12/14/20 Goldman Sachs
Entegris price target raised to $102 from $89 at Goldman Sachs
12/08/20 Stifel
Entegris price target raised to $115 from $91 at Stifel
IIVI II-VI
$93.86 /

+0.58 (+0.62%)

01/25/21 Citi
II-VI price target raised to $110 from $65 at Citi
01/19/21 Needham
II-VI price target raised to $98 from $71 at Needham
01/05/21 Benchmark
GM, Roku, Marcus among Benchmark's Best Ideas for first half of 2021
12/18/20 Benchmark
II-VI price target raised to $85 from $65 at Benchmark
AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

01/25/21 Citi
Amkor Technology price target raised to $13 from $11.40 at Citi
11/19/20 Citi
Citi moves Lam Research, Marvell to top picks in Semi Equipment
10/27/20 Deutsche Bank
Amkor Technology price target raised to $16 from $14 at Deutsche Bank
10/19/20 Citi
Citi opens 'positive catalyst watches' on Entegris, Amkor Technology
CCMP CMC Materials
$167.54 /

-1.05 (-0.62%)

01/25/21 Citi
CMC Materials price target raised to $150 from $140 at Citi
01/18/21 Goldman Sachs
CMC Materials upgraded to Neutral from Sell at Goldman Sachs
11/13/20
Fly Intel: Top five analyst downgrades
11/13/20 Loop Capital
CMC Materials price target lowered to $170 from $187 at Loop Capital
NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

IIVI II-VI
$93.86 /

+0.58 (+0.62%)

ENTG Entegris
$112.32 /

-1.21 (-1.07%)

CCMP CMC Materials
$167.54 /

-1.05 (-0.62%)

AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

  • 02
    Jul
NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

IIVI II-VI
$93.86 /

+0.58 (+0.62%)

NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

IIVI II-VI
$93.86 /

+0.58 (+0.62%)

AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

Recommendations
Amkor Technology price target raised to $13 from $11.40 at Citi » 06:28
01/25/21
01/25
06:28
01/25/21
06:28
AMKR

Amkor Technology

/

+

Citi analyst Atif Malik…

Citi analyst Atif Malik raised the firm's price target on Amkor Technology to $13 from $11.40 and keeps a Sell rating on the shares. The analyst updated estimates and price targets across semiconductor equipment and components to align with Citi's updated wafer fab equipment estimates and expanded multiples driven by "strong" near term capex spend.

ShowHide Related Items >><<
AMKR Amkor Technology
/

+

AMKR Amkor Technology
/

+

11/19/20 Citi
Citi moves Lam Research, Marvell to top picks in Semi Equipment
10/27/20 Deutsche Bank
Amkor Technology price target raised to $16 from $14 at Deutsche Bank
10/19/20 Citi
Citi opens 'positive catalyst watches' on Entegris, Amkor Technology
09/25/20 Citi
KLA on top, Amkor at bottom of Citi's Semiconductor rankings
AMKR Amkor Technology
/

+

AMKR Amkor Technology
/

+

AMKR Amkor Technology
/

+

Friday
Conference/Events
HP Enterprise participates in a conference call hosted by Oppenheimer » 09:25
01/22/21
01/22
09:25
01/22/21
09:25
HPE

HP Enterprise

$12.26 /

-0.08 (-0.65%)

Oppenheimer holds a…

Oppenheimer holds a conference call with President & CEO Neri on January 22 at 10 am. Webcast Link

ShowHide Related Items >><<
HPE HP Enterprise
$12.26 /

-0.08 (-0.65%)

HPE HP Enterprise
$12.26 /

-0.08 (-0.65%)

01/15/21
Fly Intel: Top five analyst upgrades
01/15/21 JPMorgan
JPMorgan upgrades 'good contrarian long trade' HP Enterprise to Overweight
01/15/21 JPMorgan
HP Enterprise upgraded to Overweight from Neutral at JPMorgan
12/16/20 Morgan Stanley
HP Enterprise price target raised to $13.50 from $13 at Morgan Stanley
HPE HP Enterprise
$12.26 /

-0.08 (-0.65%)

HPE HP Enterprise
$12.26 /

-0.08 (-0.65%)

HPE HP Enterprise
$12.26 /

-0.08 (-0.65%)

HPE HP Enterprise
$12.26 /

-0.08 (-0.65%)

Hot Stocks
Cloudflare announces Project Fair Shot for COVID-19 vaccine distribution » 09:07
01/22/21
01/22
09:07
01/22/21
09:07
NET

Cloudflare

$82.98 /

-0.54 (-0.65%)

Cloudflare announced…

Cloudflare announced Project Fair Shot to offer a free and fair way for vaccine distributors around the world to use digital queues to safely scale their efforts. Project Fair Shot will enable any government, municipality, hospital, pharmacy, or other organization facilitating the distribution of the COVID-19 vaccine access to Cloudflare Waiting Room, a transparent digital queue that sits in front of any registration website for people to know where they stand in line to sign up for a vaccine without leaving home. By relying on Cloudflare's global infrastructure, Project Fair Shot can scale regardless of demand without requiring organizations to dedicate limited IT resources to code changes.

ShowHide Related Items >><<
NET Cloudflare
$82.98 /

-0.54 (-0.65%)

NET Cloudflare
$82.98 /

-0.54 (-0.65%)

01/21/21 Oppenheimer
Fastly upgraded to Outperform at Oppenheimer
01/19/21 RBC Capital
Cloudflare price target raised to $85 from $70 at RBC Capital
12/15/20 BTIG
BTIG raises price targets on select security and software applications names
12/09/20 JPMorgan
Cloudflare downgraded to Neutral from Overweight at JPMorgan
NET Cloudflare
$82.98 /

-0.54 (-0.65%)

NET Cloudflare
$82.98 /

-0.54 (-0.65%)

NET Cloudflare
$82.98 /

-0.54 (-0.65%)

NET Cloudflare
$82.98 /

-0.54 (-0.65%)

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.