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Hot Stocks
Equinix to extend customer access to Alibaba Cloud in 17 markets » 19:04
07/07/20
07/07
19:04
07/07/20
19:04
EQIX

Equinix

$724.88 /

+2.75 (+0.38%)

, BABA

Alibaba

$236.52 /

-3.46 (-1.44%)

Equinix (EQIX) announced…

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EQIX Equinix
$724.88 /

+2.75 (+0.38%)

BABA Alibaba
$236.52 /

-3.46 (-1.44%)

EQIX Equinix
$724.88 /

+2.75 (+0.38%)

07/01/20 BofA
BofA makes 14 additions, four deletions from US 1 list
06/05/20 Deutsche Bank
Equinix resumed with a Buy at Deutsche Bank
05/13/20 RBC Capital
Equinix price target raised to $706 from $688 at RBC Capital
05/07/20 Wells Fargo
Equinix price target raised to $745 from $675 at Wells Fargo
BABA Alibaba
$236.52 /

-3.46 (-1.44%)

06/19/20 Barclays
Alibaba price target raised to $270 from $260 at Barclays
06/19/20 Morgan Stanley
6.18 promotion in China released pent-up buying demand, says Morgan Stanley
06/08/20 Bernstein
Pinduoduo initiated with an Outperform at Bernstein
05/26/20 Susquehanna
Alibaba price target raised to $275 from $260 at Susquehanna
EQIX Equinix
$724.88 /

+2.75 (+0.38%)

BABA Alibaba
$236.52 /

-3.46 (-1.44%)

  • 12
    May
EQIX Equinix
$724.88 /

+2.75 (+0.38%)

BABA Alibaba
$236.52 /

-3.46 (-1.44%)

BABA Alibaba
$236.52 /

-3.46 (-1.44%)

EQIX Equinix
$724.88 /

+2.75 (+0.38%)

BABA Alibaba
$236.52 /

-3.46 (-1.44%)

Recommendations
Inphi price target raised to $135 from $122.50 at Needham » 09:15
07/07/20
07/07
09:15
07/07/20
09:15
IPHI

Inphi

$120.15 /

+2.325 (+1.97%)

Needham analyst N. Quinn…

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IPHI Inphi
$120.15 /

+2.325 (+1.97%)

IPHI Inphi
$120.15 /

+2.325 (+1.97%)

06/25/20 JPMorgan
Inphi datacenter business can grow 30% annually, says JPMorgan
06/25/20 SMBC Nikko
Inphi initiated with an Outperform at SMBC Nikko
06/15/20 Barclays
Inphi price target raised to $135 from $120 at Barclays
05/05/20 B. Riley FBR
Inphi price target raised to $86 from $74 at B. Riley FBR
IPHI Inphi
$120.15 /

+2.325 (+1.97%)

IPHI Inphi
$120.15 /

+2.325 (+1.97%)

Yesterday
On The Fly
Goldman says sell Intel on PC slowdown, continued share loss » 11:09
07/06/20
07/06
11:09
07/06/20
11:09
INTC

Intel

$59.13 /

+0.02 (+0.03%)

, AMD

AMD

$52.75 /

+0.43 (+0.82%)

, NVDA

Nvidia

$393.55 /

+8.85 (+2.30%)

, AAPL

Apple

$374.51 /

+10.39 (+2.85%)

, TSM

TSMC

$61.74 /

+3.11 (+5.30%)

, MSFT

Microsoft

$209.98 /

+3.71 (+1.80%)

Goldman Sachs analyst…

Open Full Text

ShowHide Related Items >><<
TSM TSMC
$61.74 /

+3.11 (+5.30%)

NVDA Nvidia
$393.55 /

+8.85 (+2.30%)

MSFT Microsoft
$209.98 /

+3.71 (+1.80%)

INTC Intel
$59.13 /

+0.02 (+0.03%)

AMD AMD
$52.75 /

+0.43 (+0.82%)

AAPL Apple
$374.51 /

+10.39 (+2.85%)

INTC Intel
$59.13 /

+0.02 (+0.03%)

07/06/20
Fly Intel: Top five analyst downgrades
07/06/20 Goldman Sachs
Intel downgraded to Sell from Neutral at Goldman Sachs
06/26/20 KeyBanc
Memory supply remains limited in 2H amid low visibility, says KeyBanc
06/23/20 Oppenheimer
Apple creating 'wide moat' for own ecosystem, says Oppenheimer
AMD AMD
$52.75 /

+0.43 (+0.82%)

06/19/20 Jefferies
AMD still taking share in CPU-only cloud instances, says Jefferies
06/15/20 Piper Sandler
AMD well positioned for continued market share gains, says Piper Sandler
06/15/20 Nomura Instinet
AMD on pace for 20%-30% sales growth in 2020, says Nomura Instinet
06/12/20 Rosenblatt
Rosenblatt says Jim Keller's departure from Intel a 'big deal'
NVDA Nvidia
$393.55 /

+8.85 (+2.30%)

06/30/20 SunTrust
Xilinx price target raised to $104 from $93 at SunTrust
06/25/20 Susquehanna
Nvidia price target raised to $450 from $420 at Susquehanna
06/24/20 Bernstein
Mercedes deal's software opportunity may be sizeable for Nvidia, says Bernstein
06/24/20 BofA
Nvidia's partnership with Mercedes can help unlock large opportunity, says BofA
AAPL Apple
$374.51 /

+10.39 (+2.85%)

07:43 Today Raymond James
Apple price target raised to $400 from $340 at Raymond James
07/06/20 Loop Capital
Apple's build plan update negates speculation of cut, says Loop Capital
06/26/20 Evercore ISI
Evercore upgrades Broadcom to Outperform, sees Apple sales driving upside
06/25/20 Wedbush
Wedbush boosts Apple target to $425, sees $2 trillion valuation in 2021
TSM TSMC
$61.74 /

+3.11 (+5.30%)

04/28/20
Fly Intel: Top five analyst initiations
04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/27/20 Wedbush
TSMC initiated with an Outperform at Wedbush
04/17/20 Susquehanna
TSMC downgraded to Negative from Positive at Susquehanna
MSFT Microsoft
$209.98 /

+3.71 (+1.80%)

08:36 Today Loop Capital
Logitech price target raised to $78 from $58 at Loop Capital
07/06/20 Morgan Stanley
Microsoft skilling focus tempers some Pluralsight optimism, says Morgan Stanley
06/29/20 JMP Securities
ZoomInfo initiated with a Market Perform at JMP Securities
06/24/20 Bernstein
Potential spinoff would be largely positive for VMware, says Bernstein
TSM TSMC
$61.74 /

+3.11 (+5.30%)

NVDA Nvidia
$393.55 /

+8.85 (+2.30%)

MSFT Microsoft
$209.98 /

+3.71 (+1.80%)

INTC Intel
$59.13 /

+0.02 (+0.03%)

AMD AMD
$52.75 /

+0.43 (+0.82%)

AAPL Apple
$374.51 /

+10.39 (+2.85%)

TSM TSMC
$61.74 /

+3.11 (+5.30%)

NVDA Nvidia
$393.55 /

+8.85 (+2.30%)

MSFT Microsoft
$209.98 /

+3.71 (+1.80%)

INTC Intel
$59.13 /

+0.02 (+0.03%)

AMD AMD
$52.75 /

+0.43 (+0.82%)

AAPL Apple
$374.51 /

+10.39 (+2.85%)

TSM TSMC
$61.74 /

+3.11 (+5.30%)

NVDA Nvidia
$393.55 /

+8.85 (+2.30%)

MSFT Microsoft
$209.98 /

+3.71 (+1.80%)

INTC Intel
$59.13 /

+0.02 (+0.03%)

AMD AMD
$52.75 /

+0.43 (+0.82%)

AAPL Apple
$374.51 /

+10.39 (+2.85%)

TSM TSMC
$61.74 /

+3.11 (+5.30%)

NVDA Nvidia
$393.55 /

+8.85 (+2.30%)

MSFT Microsoft
$209.98 /

+3.71 (+1.80%)

INTC Intel
$59.13 /

+0.02 (+0.03%)

AMD AMD
$52.75 /

+0.43 (+0.82%)

AAPL Apple
$374.51 /

+10.39 (+2.85%)

INTC Intel
$59.13 /

+0.02 (+0.03%)

AAPL Apple
$374.51 /

+10.39 (+2.85%)

Recommendations
II-VI shares offer 25% upside potential, says JPMorgan » 08:47
07/06/20
07/06
08:47
07/06/20
08:47
IIVI

II-VI

$44.11 /

+0.63 (+1.45%)

JPMorgan analyst Samik…

JPMorgan analyst Samik Chatterjee raised the firm's price target on II-VI to $55 from $53 and keeps an Overweight rating on the shares. The company's increased fiscal Q4 guidance last week reinforced tailwinds for optical companies from infrastructure deployments to support 5G network builds in the key markets of China and U.S., as well as continued cloud datacenter builds, Chatterjee tells investors in a research note. The analyst believes II-VI's "material reduction" in its leverage post the secondary offering will "increase long-only investor appetite through what would be perceived to be a much lower financial risk in a downturn." Chatterjee sees 25% upside potential in the shares.

ShowHide Related Items >><<
IIVI II-VI
$44.11 /

+0.63 (+1.45%)

IIVI II-VI
$44.11 /

+0.63 (+1.45%)

07/01/20 Susquehanna
II-VI price target raised to $54 from $50 at Susquehanna
06/09/20 Needham
II-VI price target raised to $57 from $52 at Needham
05/12/20 Deutsche Bank
II-VI price target raised to $50 from $35 at Deutsche Bank
05/12/20 Needham
II-VI price target raised to $52 from $40 at Needham
IIVI II-VI
$44.11 /

+0.63 (+1.45%)

  • 02
    Jul
IIVI II-VI
$44.11 /

+0.63 (+1.45%)

IIVI II-VI
$44.11 /

+0.63 (+1.45%)

Periodicals
U.K. to phase out use of Huawei equipment as soon as this year, Bloomberg says » 05:58
07/06/20
07/06
05:58
07/06/20
05:58
MU

Micron

$49.83 /

+0.12 (+0.24%)

, WDC

Western Digital

$42.46 /

+0.02 (+0.05%)

, ACIA

Acacia Communications

$67.00 /

-0.26 (-0.39%)

, NPTN

NeoPhotonics

$8.75 /

+0.155 (+1.80%)

, LITE

Lumentum

$82.23 /

+1.87 (+2.33%)

, IIVI

II-VI

$44.11 /

+0.63 (+1.45%)

The U.K. will begin…

The U.K. will begin phasing out use of Huawei equipment in its 5G network as soon as this year, Bloomberg's Kitty Donaldson and Alex Morales report, citing a person familiar with the matter. According to the person, a report from the National Cybersecurity Centre concluded that new U.S. sanctions mean Huawei will have to use untrusted technology, making security risks impossible to control. Huawei suppliers include Micron Technology (MU) and Western Digital (WDC), while makers of optical components, including Acacia Communications (ACIA), NeoPhotonics (NPTN), Lumentum (LITE), and Finisar (IIVI), have previously reacted negatively to headlines regarding U.S. enforcement actions and allegations against China's Huawei. Reference Link

ShowHide Related Items >><<
WDC Western Digital
$42.46 /

+0.02 (+0.05%)

NPTN NeoPhotonics
$8.75 /

+0.155 (+1.80%)

MU Micron
$49.83 /

+0.12 (+0.24%)

LITE Lumentum
$82.23 /

+1.87 (+2.33%)

IIVI II-VI
$44.11 /

+0.63 (+1.45%)

ACIA Acacia Communications
$67.00 /

-0.26 (-0.39%)

MU Micron
$49.83 /

+0.12 (+0.24%)

06/30/20 RBC Capital
Micron price target raised to $60 from $55 at RBC Capital
06/30/20 Morgan Stanley
Morgan Stanley would add to Micron positions on weakness in coming 'rough patch'
06/30/20 Raymond James
Micron price target raised to $65 from $60 at Raymond James
06/30/20 Mizuho
Micron price target raised to $63 from $60 at Mizuho
WDC Western Digital
$42.46 /

+0.02 (+0.05%)

06/30/20 Benchmark
Micron report and guidance 'bode well' for Western Digital, says Benchmark
06/26/20 KeyBanc
Memory supply remains limited in 2H amid low visibility, says KeyBanc
06/22/20 Benchmark
Western Digital upgraded to Buy from Hold at Benchmark
06/19/20 Benchmark
Benchmark says Samsung's NAND chip issues likely positive for HDD makers
ACIA Acacia Communications
$67.00 /

-0.26 (-0.39%)

09/23/19 Northland
Inphi drops after Northland sees 'large cut' to Amazon 400G rollout plans
07/18/19 JPMorgan
JPMorgan boosts Ciena target to $53, sees further share upside
07/16/19 Rosenblatt
Acacia Communications downgraded to Neutral from Buy at Rosenblatt
07/11/19 MKM Partners
Ciena investment case is strengthening, says MKM Partners
NPTN NeoPhotonics
$8.75 /

+0.155 (+1.80%)

06/16/20 B. Riley FBR
NeoPhotonics downgraded to Neutral on Huawei risks at B. Riley FBR
06/16/20 B. Riley FBR
NeoPhotonics downgraded to Neutral from Buy at B. Riley FBR
05/21/20 Rosenblatt
Rosenblatt sees little impact on Lumentum, NeoPhotonics' current sales to Huawei
05/01/20 Northland
NeoPhotonics price target raised to $13 from $9.75 at Northland
LITE Lumentum
$82.23 /

+1.87 (+2.33%)

07/02/20 MKM Partners
Lumentum price target raised to $107 from $96 at MKM Partners
05/06/20 Craig-Hallum
Lumentum price target raised to $100 from $95 at Craig-Hallum
05/06/20 Piper Sandler
Lumentum price target raised to $100 from $95 at Piper Sandler
IIVI II-VI
$44.11 /

+0.63 (+1.45%)

07/01/20 Susquehanna
II-VI price target raised to $54 from $50 at Susquehanna
06/09/20 Needham
II-VI price target raised to $57 from $52 at Needham
05/12/20 Deutsche Bank
II-VI price target raised to $50 from $35 at Deutsche Bank
05/12/20 Needham
II-VI price target raised to $52 from $40 at Needham
WDC Western Digital
$42.46 /

+0.02 (+0.05%)

NPTN NeoPhotonics
$8.75 /

+0.155 (+1.80%)

MU Micron
$49.83 /

+0.12 (+0.24%)

LITE Lumentum
$82.23 /

+1.87 (+2.33%)

IIVI II-VI
$44.11 /

+0.63 (+1.45%)

ACIA Acacia Communications
$67.00 /

-0.26 (-0.39%)

  • 02
    Jul
WDC Western Digital
$42.46 /

+0.02 (+0.05%)

MU Micron
$49.83 /

+0.12 (+0.24%)

ACIA Acacia Communications
$67.00 /

-0.26 (-0.39%)

WDC Western Digital
$42.46 /

+0.02 (+0.05%)

NPTN NeoPhotonics
$8.75 /

+0.155 (+1.80%)

MU Micron
$49.83 /

+0.12 (+0.24%)

LITE Lumentum
$82.23 /

+1.87 (+2.33%)

IIVI II-VI
$44.11 /

+0.63 (+1.45%)

ACIA Acacia Communications
$67.00 /

-0.26 (-0.39%)

WDC Western Digital
$42.46 /

+0.02 (+0.05%)

MU Micron
$49.83 /

+0.12 (+0.24%)

LITE Lumentum
$82.23 /

+1.87 (+2.33%)

Sunday
Conference/Events
Mizuho telecom/media/tech analysts to hold an analyst/industry conference call Nvidia » 17:18
07/05/20
07/05
17:18
07/05/20
17:18
INTC

Intel

$59.11 /

+0.31 (+0.53%)

, AMD

AMD

$52.32 /

-0.26 (-0.49%)

, NVDA

Nvidia

$384.70 /

+3.59 (+0.94%)

Telecom, Media &…

Telecom, Media & Technology Analysts, along with Inspur Group, discuss the 2H20 data center outlook with Intel, Advanced Micro Devices and NVIDIA Corp., on an Analyst/Industry conference call to be held on July 8.

ShowHide Related Items >><<
NVDA Nvidia
$384.70 /

+3.59 (+0.94%)

INTC Intel
$59.11 /

+0.31 (+0.53%)

AMD AMD
$52.32 /

-0.26 (-0.49%)

INTC Intel
$59.11 /

+0.31 (+0.53%)

06/26/20 KeyBanc
Memory supply remains limited in 2H amid low visibility, says KeyBanc
06/23/20 Oppenheimer
Apple creating 'wide moat' for own ecosystem, says Oppenheimer
06/23/20 Goldman Sachs
Apple's revamped Mac rollout plans look aggressive, says Goldman Sachs
06/23/20 Raymond James
Apple's transition away from Intel to result in cost savings, says Raymond James
AMD AMD
$52.32 /

-0.26 (-0.49%)

06/19/20 Jefferies
AMD still taking share in CPU-only cloud instances, says Jefferies
06/15/20 Piper Sandler
AMD well positioned for continued market share gains, says Piper Sandler
06/15/20 Nomura Instinet
AMD on pace for 20%-30% sales growth in 2020, says Nomura Instinet
06/12/20 Rosenblatt
Rosenblatt says Jim Keller's departure from Intel a 'big deal'
NVDA Nvidia
$384.70 /

+3.59 (+0.94%)

06/30/20 SunTrust
Xilinx price target raised to $104 from $93 at SunTrust
06/25/20 Susquehanna
Nvidia price target raised to $450 from $420 at Susquehanna
06/24/20 Bernstein
Mercedes deal's software opportunity may be sizeable for Nvidia, says Bernstein
06/24/20 BofA
Nvidia's partnership with Mercedes can help unlock large opportunity, says BofA
NVDA Nvidia
$384.70 /

+3.59 (+0.94%)

INTC Intel
$59.11 /

+0.31 (+0.53%)

AMD AMD
$52.32 /

-0.26 (-0.49%)

NVDA Nvidia
$384.70 /

+3.59 (+0.94%)

INTC Intel
$59.11 /

+0.31 (+0.53%)

AMD AMD
$52.32 /

-0.26 (-0.49%)

NVDA Nvidia
$384.70 /

+3.59 (+0.94%)

INTC Intel
$59.11 /

+0.31 (+0.53%)

AMD AMD
$52.32 /

-0.26 (-0.49%)

NVDA Nvidia
$384.70 /

+3.59 (+0.94%)

INTC Intel
$59.11 /

+0.31 (+0.53%)

AMD AMD
$52.32 /

-0.26 (-0.49%)

INTC Intel
$59.11 /

+0.31 (+0.53%)

Thursday
Syndicate
II-VI 9.3M share Secondary priced at $43.00 » 07:06
07/02/20
07/02
07:06
07/02/20
07:06
IIVI

II-VI

$43.48 /

-3.71 (-7.86%)

The deal size was…

The deal size was increased to 10.02M shares of common stock from 8.75M shares of common stock and priced above the $19.00-$21.00 range. BofA, JPMorgan and Citi acted as joint book running managers for the offering.

ShowHide Related Items >><<
IIVI II-VI
$43.48 /

-3.71 (-7.86%)

IIVI II-VI
$43.48 /

-3.71 (-7.86%)

07/01/20 Susquehanna
II-VI price target raised to $54 from $50 at Susquehanna
06/09/20 Needham
II-VI price target raised to $57 from $52 at Needham
05/12/20 Deutsche Bank
II-VI price target raised to $50 from $35 at Deutsche Bank
05/12/20 Needham
II-VI price target raised to $52 from $40 at Needham
IIVI II-VI
$43.48 /

-3.71 (-7.86%)

  • 02
    Jul
IIVI II-VI
$43.48 /

-3.71 (-7.86%)

IIVI II-VI
$43.48 /

-3.71 (-7.86%)

Wednesday
Recommendations
II-VI price target raised to $54 from $50 at Susquehanna » 09:10
07/01/20
07/01
09:10
07/01/20
09:10
IIVI

II-VI

$47.19 /

-1.05 (-2.18%)

Susquehanna analyst…

Susquehanna analyst Christopher Rolland raised the firm's price target on II-VI to $54 from $50 and keeps a Neutral rating on the shares. the analyst noted its capital raise but also its "stealth" positive pre-announcement where the company raised its guidance for the June quarter by an impressive 7.5% in a slide presentation.

ShowHide Related Items >><<
IIVI II-VI
$47.19 /

-1.05 (-2.18%)

IIVI II-VI
$47.19 /

-1.05 (-2.18%)

06/09/20 Needham
II-VI price target raised to $57 from $52 at Needham
05/12/20 Deutsche Bank
II-VI price target raised to $50 from $35 at Deutsche Bank
05/12/20 Needham
II-VI price target raised to $52 from $40 at Needham
05/12/20 JPMorgan
II-VI price target raised to $53 from $45 at JPMorgan
IIVI II-VI
$47.19 /

-1.05 (-2.18%)

  • 02
    Jul
IIVI II-VI
$47.19 /

-1.05 (-2.18%)

IIVI II-VI
$47.19 /

-1.05 (-2.18%)

Recommendations
BofA makes 14 additions, four deletions from US 1 list » 07:33
07/01/20
07/01
07:33
07/01/20
07:33
HLT

Hilton

$73.44 /

-0.42 (-0.57%)

, LB

L Brands

$15.00 /

-0.12 (-0.79%)

, STZ

Constellation Brands

$174.43 /

+0.46 (+0.26%)

, ACGL

Arch Capital

$28.68 /

+0.31 (+1.09%)

, C

Citi

$51.10 /

+0.79 (+1.57%)

, HRC

Hill-Rom

$109.92 /

+1.71 (+1.58%)

, UNP

Union Pacific

$169.21 /

+3.73 (+2.25%)

, SPLK

Splunk

$198.64 /

+4.26 (+2.19%)

, QCOM

Qualcomm

$91.21 /

+2.1 (+2.36%)

, IMMU

Immunomedics

$35.45 /

+1.205 (+3.52%)

, NFLX

Netflix

$454.96 /

+7.86 (+1.76%)

, CHTR

Charter

$509.92 /

+1.43 (+0.28%)

, ATVI

Activision Blizzard

$75.89 /

+0.43 (+0.57%)

, EQIX

Equinix

$701.53 /

+14.1 (+2.05%)

, FANG

Diamondback Energy

$41.82 /

+0.38 (+0.92%)

, ALSN

Allison Transmission

$36.78 /

-0.055 (-0.15%)

, MDLZ

Mondelez

$51.12 /

+0.53 (+1.05%)

, SMG

Scotts Miracle-Gro

$134.50 /

+4.66 (+3.59%)

BofA added the following…

BofA added the following names to the US 1 List: Hilton (HLT), L Brands (LB) Constellation Brands (STZ), Arch Capital (ACGL), Citi (C), Hill-Rom (HRC), Union Pacific (UNP), Splunk (SPLK), Qualcomm (QCOM), Immunomedics (IMMU), Netflix (NFLX), Charter (CHTR), Activision Blizzard (ATVI) and Equinix (EQIX). The firm removed Diamondback Energy (FANG), Allison Transmission (ALSN), Mondelez (MDLZ) and Scotts Miracle-Gro (SMG). The firm's US 1 list is intended to represent a collection of best investment ideas among Buy-rated, U.S.-listed stocks that fundamental equity research analysts at BofA cover.

ShowHide Related Items >><<
UNP Union Pacific
$169.21 /

+3.73 (+2.25%)

STZ Constellation Brands
$174.43 /

+0.46 (+0.26%)

SPLK Splunk
$198.64 /

+4.26 (+2.19%)

SMG Scotts Miracle-Gro
$134.50 /

+4.66 (+3.59%)

QCOM Qualcomm
$91.21 /

+2.1 (+2.36%)

NFLX Netflix
$454.96 /

+7.86 (+1.76%)

MDLZ Mondelez
$51.12 /

+0.53 (+1.05%)

LB L Brands
$15.00 /

-0.12 (-0.79%)

IMMU Immunomedics
$35.45 /

+1.205 (+3.52%)

HRC Hill-Rom
$109.92 /

+1.71 (+1.58%)

HLT Hilton
$73.44 /

-0.42 (-0.57%)

FANG Diamondback Energy
$41.82 /

+0.38 (+0.92%)

EQIX Equinix
$701.53 /

+14.1 (+2.05%)

CHTR Charter
$509.92 /

+1.43 (+0.28%)

C Citi
$51.10 /

+0.79 (+1.57%)

ATVI Activision Blizzard
$75.89 /

+0.43 (+0.57%)

ALSN Allison Transmission
$36.78 /

-0.055 (-0.15%)

ACGL Arch Capital
$28.68 /

+0.31 (+1.09%)

HLT Hilton
$73.44 /

-0.42 (-0.57%)

06/25/20 Gordon Haskett
Hilton initiated with a Hold at Gordon Haskett
06/23/20 Nomura Instinet
Hilton price target raised to $121 from $102 at Nomura Instinet
06/22/20 Barclays
Barclays turns positive on lodging, upgrades Hilton to Overweight
06/22/20 Barclays
Barclays upgrades DiamondRock on 'drive-to' resort exposure
LB L Brands
$15.00 /

-0.12 (-0.79%)

06/04/20 UBS
American Eagle price target raised to $15 from $10.90 at UBS
06/03/20 Jefferies
Jefferies raises price target on 'leader of the pack' American Eagle to $14
05/29/20 Goldman Sachs
Goldman ups L Brands target to $20 on 'compelling' value unlock story
05/22/20 Barclays
L Brands price target raised to $17 from $10 at Barclays
STZ Constellation Brands
$174.43 /

+0.46 (+0.26%)

06/17/20 JPMorgan
Constellation Brands added to Analyst Focus List at JPMorgan
06/01/20 Cowen
Constellation Brands price target raised to $205 from $160 at Cowen
05/20/20 MKM Partners
MKM Partners sees negative pre-announcement as likely from Constellation Brands
05/08/20
Fly Intel: Top five analyst downgrades
ACGL Arch Capital
$28.68 /

+0.31 (+1.09%)

05/22/20 BofA
Arch Capital resumed with a Buy at BofA
05/06/20 Wells Fargo
Arch Capital price target lowered to $34 from $40 at Wells Fargo
04/08/20 RBC Capital
Arch Capital price target lowered to $40 from $53 at RBC Capital
04/01/20 Wells Fargo
Arch Capital price target lowered to $40 from $52 at Wells Fargo
C Citi
$51.10 /

+0.79 (+1.57%)

06/09/20 Standpoint Research
Citi downgraded to Hold from Buy at Standpoint Research
06/05/20 Wells Fargo
Citi price target raised to $72 from $60 at Wells Fargo
06/05/20 Wells Fargo
Bank of America price target raised to $35 from $30 at Wells Fargo
06/02/20 Odeon Capital
Citi upgraded to Buy from Hold at Odeon Capital
HRC Hill-Rom
$109.92 /

+1.71 (+1.58%)

03/17/20 Barclays
Hill-Rom upgraded to Overweight from Equal Weight at Barclays
12/17/19 Morgan Stanley
Hill-Rom upgraded to Overweight on accelerating momentum at Morgan Stanley
12/17/19 Morgan Stanley
Hill-Rom upgraded to Overweight from Equal Weight at Morgan Stanley
UNP Union Pacific
$169.21 /

+3.73 (+2.25%)

06/25/20 Benchmark
Union Pacific price target raised to $185 from $165 at Benchmark
06/03/20 BMO Capital
Union Pacific price target raised to $190 from $180 at BMO Capital
05/20/20 UBS
Union Pacific upgraded to Buy from Neutral at UBS
04/15/20 Wells Fargo
Union Pacific price target lowered to $155 from $200 at Wells Fargo
SPLK Splunk
$198.64 /

+4.26 (+2.19%)

06/29/20 Goldman Sachs
Splunk price target raised to $254 from $203 at Goldman Sachs
06/26/20 Berenberg
Splunk initiated with a Buy at Berenberg
06/22/20 Wells Fargo
Splunk price target raised to $250 from $205 at Wells Fargo
05/26/20 Argus
Splunk price target raised to $215 from $156 at Argus
QCOM Qualcomm
$91.21 /

+2.1 (+2.36%)

06/16/20
Fly Intel: Top five analyst upgrades
06/16/20 Morgan Stanley
Qualcomm upgraded to Overweight on improving smartphone demand at Morgan Stanley
06/16/20 Morgan Stanley
Qualcomm upgraded to Overweight from Equal Weight at Morgan Stanley
06/12/20 Susquehanna
Qualcomm price target raised to $105 from $95 at Susquehanna
IMMU Immunomedics
$35.45 /

+1.205 (+3.52%)

06/23/20 Guggenheim
Immunomedics could be M&A fit for several large-cap drugmakers, says Guggenheim
05/29/20 Piper Sandler
Immunomedics' sacituzumab activity remains consistent, says Piper Sandler
05/28/20 H.C. Wainwright
Immunomedics CEO change to not impact Trodelvy launch, says H.C. Wainwright
05/28/20 Piper Sandler
Immunomedics confident in execution despite CEO change, says Piper Sandler
NFLX Netflix
$454.96 /

+7.86 (+1.76%)

06/30/20 Cowen
Netflix price target raised to $535 from $485 at Cowen
06/23/20 JPMorgan
Netflix user growth implies upside to Q2 guidance, says JPMorgan
06/18/20 Imperial Capital
Netflix price target raised to $489 from $485 at Imperial Capital
06/17/20 Jefferies
Jefferies says survey supports international pricing power for Netflix
CHTR Charter
$509.92 /

+1.43 (+0.28%)

06/26/20 Nomura Instinet
Comcast 'green shoots' are emerging, says Nomura Instinet
05/08/20 Benchmark
Charter price target raised to $600 from $523 at Benchmark
05/04/20 JPMorgan
Charter price target raised to $575 from $550 at JPMorgan
05/04/20 KeyBanc
Charter price target raised to $604 from $576 at KeyBanc
ATVI Activision Blizzard
$75.89 /

+0.43 (+0.57%)

06/29/20 Benchmark
Activision Blizzard price target raised to $85 from $77 at Benchmark
06/15/20 Stephens
Electronic Arts seems like best fit as buyer for WB Interactive, says Stephens
06/15/20 Oppenheimer
EA makes 'most sense' as potential buyer of Warner gaming unit, says Oppenheimer
06/02/20 Piper Sandler
Activision best positioned for second half of 2020, says Piper Sandler
EQIX Equinix
$701.53 /

+14.1 (+2.05%)

06/05/20 Deutsche Bank
Equinix resumed with a Buy at Deutsche Bank
05/13/20 RBC Capital
Equinix price target raised to $706 from $688 at RBC Capital
05/07/20 Wells Fargo
Equinix price target raised to $745 from $675 at Wells Fargo
05/07/20 JPMorgan
Equinix price target raised to $725 from $675 at JPMorgan
FANG Diamondback Energy
$41.82 /

+0.38 (+0.92%)

06/29/20 BMO Capital
Diamondback Energy downgraded to Market Perform from Outperform at BMO Capital
06/25/20
Diamondback Energy upgraded to Buy at SunTrust on improved cash flow outlook
06/25/20 SunTrust
Diamondback Energy upgraded to Buy from Hold at SunTrust
06/22/20 Goldman Sachs
Diamondback Energy downgraded to Neutral from Buy at Goldman Sachs
ALSN Allison Transmission
$36.78 /

-0.055 (-0.15%)

06/17/20 JPMorgan
North America Class 8 retail sales down 61% in May, says JPMorgan
05/07/20 Longbow
Navistar likely to beat near-term expectations, says Longbow
04/20/20 Citi
Allison Transmission downgraded to Neutral from Buy at Citi
04/20/20 Citi
Paccar upgraded to Buy from Neutral at Citi
MDLZ Mondelez
$51.12 /

+0.53 (+1.05%)

06/15/20
Fly Intel: Top five analyst upgrades
06/15/20 Berenberg
Mondelez upgraded to Buy from Hold at Berenberg
06/02/20 Morgan Stanley
Mondelez building momentum in U.S. and Europe, says Morgan Stanley
04/20/20 Morgan Stanley
Campbell Soup initiated with an Equal Weight at Morgan Stanley
SMG Scotts Miracle-Gro
$134.50 /

+4.66 (+3.59%)

06/02/20 Cleveland Research
Scotts Miracle-Gro in position to raise FY20 guidance, says Cleveland Research
05/26/20
Fly Intel: Top five analyst downgrades
05/26/20 Raymond James
Scotts Miracle-Gro double downgraded to Market Perform Raymond James
05/26/20 Raymond James
Scotts Miracle-Gro downgraded to Market Perform from Strong Buy at Raymond James
UNP Union Pacific
$169.21 /

+3.73 (+2.25%)

STZ Constellation Brands
$174.43 /

+0.46 (+0.26%)

SPLK Splunk
$198.64 /

+4.26 (+2.19%)

SMG Scotts Miracle-Gro
$134.50 /

+4.66 (+3.59%)

QCOM Qualcomm
$91.21 /

+2.1 (+2.36%)

NFLX Netflix
$454.96 /

+7.86 (+1.76%)

MDLZ Mondelez
$51.12 /

+0.53 (+1.05%)

LB L Brands
$15.00 /

-0.12 (-0.79%)

IMMU Immunomedics
$35.45 /

+1.205 (+3.52%)

HRC Hill-Rom
$109.92 /

+1.71 (+1.58%)

HLT Hilton
$73.44 /

-0.42 (-0.57%)

FANG Diamondback Energy
$41.82 /

+0.38 (+0.92%)

EQIX Equinix
$701.53 /

+14.1 (+2.05%)

CHTR Charter
$509.92 /

+1.43 (+0.28%)

C Citi
$51.10 /

+0.79 (+1.57%)

ATVI Activision Blizzard
$75.89 /

+0.43 (+0.57%)

ALSN Allison Transmission
$36.78 /

-0.055 (-0.15%)

ACGL Arch Capital
$28.68 /

+0.31 (+1.09%)

  • 12
    May
  • 29
    Apr
  • 05
    Dec
  • 31
    Jul
STZ Constellation Brands
$174.43 /

+0.46 (+0.26%)

QCOM Qualcomm
$91.21 /

+2.1 (+2.36%)

NFLX Netflix
$454.96 /

+7.86 (+1.76%)

MDLZ Mondelez
$51.12 /

+0.53 (+1.05%)

LB L Brands
$15.00 /

-0.12 (-0.79%)

IMMU Immunomedics
$35.45 /

+1.205 (+3.52%)

HLT Hilton
$73.44 /

-0.42 (-0.57%)

FANG Diamondback Energy
$41.82 /

+0.38 (+0.92%)

EQIX Equinix
$701.53 /

+14.1 (+2.05%)

CHTR Charter
$509.92 /

+1.43 (+0.28%)

C Citi
$51.10 /

+0.79 (+1.57%)

ATVI Activision Blizzard
$75.89 /

+0.43 (+0.57%)

UNP Union Pacific
$169.21 /

+3.73 (+2.25%)

STZ Constellation Brands
$174.43 /

+0.46 (+0.26%)

SPLK Splunk
$198.64 /

+4.26 (+2.19%)

SMG Scotts Miracle-Gro
$134.50 /

+4.66 (+3.59%)

QCOM Qualcomm
$91.21 /

+2.1 (+2.36%)

NFLX Netflix
$454.96 /

+7.86 (+1.76%)

MDLZ Mondelez
$51.12 /

+0.53 (+1.05%)

LB L Brands
$15.00 /

-0.12 (-0.79%)

IMMU Immunomedics
$35.45 /

+1.205 (+3.52%)

HLT Hilton
$73.44 /

-0.42 (-0.57%)

FANG Diamondback Energy
$41.82 /

+0.38 (+0.92%)

CHTR Charter
$509.92 /

+1.43 (+0.28%)

C Citi
$51.10 /

+0.79 (+1.57%)

ATVI Activision Blizzard
$75.89 /

+0.43 (+0.57%)

UNP Union Pacific
$169.21 /

+3.73 (+2.25%)

STZ Constellation Brands
$174.43 /

+0.46 (+0.26%)

SPLK Splunk
$198.64 /

+4.26 (+2.19%)

QCOM Qualcomm
$91.21 /

+2.1 (+2.36%)

NFLX Netflix
$454.96 /

+7.86 (+1.76%)

MDLZ Mondelez
$51.12 /

+0.53 (+1.05%)

LB L Brands
$15.00 /

-0.12 (-0.79%)

IMMU Immunomedics
$35.45 /

+1.205 (+3.52%)

HLT Hilton
$73.44 /

-0.42 (-0.57%)

FANG Diamondback Energy
$41.82 /

+0.38 (+0.92%)

EQIX Equinix
$701.53 /

+14.1 (+2.05%)

C Citi
$51.10 /

+0.79 (+1.57%)

ATVI Activision Blizzard
$75.89 /

+0.43 (+0.57%)

NFLX Netflix
$454.96 /

+7.86 (+1.76%)

C Citi
$51.10 /

+0.79 (+1.57%)

Over a week ago
Hot Stocks
FCC designates Huawei, ZTE as national sercurity threats » 12:36
06/30/20
06/30
12:36
06/30/20
12:36
IIVI

II-VI

$46.52 /

-1.72 (-3.57%)

, LITE

Lumentum

$81.51 /

+3.22 (+4.11%)

, NPTN

NeoPhotonics

$8.89 /

+0.295 (+3.43%)

, ACIA

Acacia Communications

$67.45 /

-0.44 (-0.65%)

, WDC

Western Digital

$43.90 /

+1.95 (+4.65%)

, MU

Micron

$51.89 /

+2.77 (+5.64%)

, ZTCOY

ZTE Corp.

$0.00 /

+ (+0.00%)

The Federal…

The Federal Communications Commission's Public Safety and Homeland Security Bureau formally designated two companies-Huawei Technologies Company and ZTE Corporation, as well as their parents, affiliates, and subsidiaries-as covered companies for purposes of the agency's November 2019 ban on the use of universal service support to purchase equipment or services from companies posing a national security threat. As a result of today's action, money from the FCC's $8.3B a year Universal Service Fund may no longer be used to purchase, obtain, maintain, improve, modify, or otherwise support any equipment or services produced or provided by these suppliers. "With today's Orders, and based on the overwhelming weight of evidence, the Bureau has designated Huawei and ZTE as national security risks to America's communications networks-and to our 5G future," said FCC Chairman Ajit Pai. "Both companies have close ties to the Chinese Communist Party and China's military apparatus, and both companies are broadly subject to Chinese law obligating them to cooperate with the country's intelligence services. The Bureau also took into account the findings and actions of Congress, the Executive Branch, the intelligence community, our allies, and communications service providers in other countries. We cannot and will not allow the Chinese Communist Party to exploit network vulnerabilities and compromise our critical communications infrastructure. Today's action will also protect the FCC's Universal Service Fund-money that comes from fees paid by American consumers and businesses on their phone bills-from being used to underwrite these suppliers, which threaten our national security." Huawei suppliers include Micron Technology (MU) and Western Digital (WDC), while makers of optical components, including Acacia Communications (ACIA), NeoPhotonics (NPTN), Lumentum (LITE), and Finisar (IIVI), have previously reacted negatively to headlines regarding U.S. enforcement actions and allegations against China's Huawei.

ShowHide Related Items >><<
ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

WDC Western Digital
$43.90 /

+1.95 (+4.65%)

NPTN NeoPhotonics
$8.89 /

+0.295 (+3.43%)

MU Micron
$51.89 /

+2.77 (+5.64%)

LITE Lumentum
$81.51 /

+3.22 (+4.11%)

IIVI II-VI
$46.52 /

-1.72 (-3.57%)

ACIA Acacia Communications
$67.45 /

-0.44 (-0.65%)

IIVI II-VI
$46.52 /

-1.72 (-3.57%)

06/09/20 Needham
II-VI price target raised to $57 from $52 at Needham
05/12/20 Deutsche Bank
II-VI price target raised to $50 from $35 at Deutsche Bank
05/12/20 Needham
II-VI price target raised to $52 from $40 at Needham
05/12/20 JPMorgan
II-VI price target raised to $53 from $45 at JPMorgan
LITE Lumentum
$81.51 /

+3.22 (+4.11%)

05/21/20 Rosenblatt
Rosenblatt sees little impact on Lumentum, NeoPhotonics' current sales to Huawei
05/06/20 Craig-Hallum
Lumentum price target raised to $100 from $95 at Craig-Hallum
05/06/20 Piper Sandler
Lumentum price target raised to $100 from $95 at Piper Sandler
05/05/20 Raymond James
Lumentum price target raised to $97 from $90 at Raymond James
NPTN NeoPhotonics
$8.89 /

+0.295 (+3.43%)

06/16/20 B. Riley FBR
NeoPhotonics downgraded to Neutral on Huawei risks at B. Riley FBR
06/16/20 B. Riley FBR
NeoPhotonics downgraded to Neutral from Buy at B. Riley FBR
05/01/20 Northland
NeoPhotonics price target raised to $13 from $9.75 at Northland
ACIA Acacia Communications
$67.45 /

-0.44 (-0.65%)

09/23/19 Northland
Inphi drops after Northland sees 'large cut' to Amazon 400G rollout plans
07/18/19 JPMorgan
JPMorgan boosts Ciena target to $53, sees further share upside
07/16/19 Rosenblatt
Acacia Communications downgraded to Neutral from Buy at Rosenblatt
07/11/19 MKM Partners
Ciena investment case is strengthening, says MKM Partners
WDC Western Digital
$43.90 /

+1.95 (+4.65%)

06/30/20 Benchmark
Micron report and guidance 'bode well' for Western Digital, says Benchmark
06/26/20 KeyBanc
Memory supply remains limited in 2H amid low visibility, says KeyBanc
06/22/20 Benchmark
Western Digital upgraded to Buy from Hold at Benchmark
06/19/20 Benchmark
Benchmark says Samsung's NAND chip issues likely positive for HDD makers
MU Micron
$51.89 /

+2.77 (+5.64%)

06/30/20 RBC Capital
Micron price target raised to $60 from $55 at RBC Capital
06/30/20 Morgan Stanley
Morgan Stanley would add to Micron positions on weakness in coming 'rough patch'
06/30/20 Raymond James
Micron price target raised to $65 from $60 at Raymond James
06/30/20 Mizuho
Micron price target raised to $63 from $60 at Mizuho
ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

02/18/20 Goldman Sachs
ZTE Corp. downgraded to Neutral from Buy at Goldman Sachs
12/03/19 Rosenblatt
Lumentum, Maxim, Macom to benefit from ZTE, Huawei procurement, says Rosenblatt
11/05/19 Rosenblatt
Applied Optoelectronics upgraded to Buy ahead of guidance at Rosenblatt
10/31/19 Roth Capital
Roth backs Buy on InterDigital, says ZTE license validates China model
WDC Western Digital
$43.90 /

+1.95 (+4.65%)

NPTN NeoPhotonics
$8.89 /

+0.295 (+3.43%)

MU Micron
$51.89 /

+2.77 (+5.64%)

LITE Lumentum
$81.51 /

+3.22 (+4.11%)

IIVI II-VI
$46.52 /

-1.72 (-3.57%)

ACIA Acacia Communications
$67.45 /

-0.44 (-0.65%)

  • 02
    Jul
ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

WDC Western Digital
$43.90 /

+1.95 (+4.65%)

IIVI II-VI
$46.52 /

-1.72 (-3.57%)

WDC Western Digital
$43.90 /

+1.95 (+4.65%)

NPTN NeoPhotonics
$8.89 /

+0.295 (+3.43%)

MU Micron
$51.89 /

+2.77 (+5.64%)

LITE Lumentum
$81.51 /

+3.22 (+4.11%)

IIVI II-VI
$46.52 /

-1.72 (-3.57%)

ACIA Acacia Communications
$67.45 /

-0.44 (-0.65%)

WDC Western Digital
$43.90 /

+1.95 (+4.65%)

MU Micron
$51.89 /

+2.77 (+5.64%)

LITE Lumentum
$81.51 /

+3.22 (+4.11%)

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