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Periodicals
Apple, Google call for 'robust' funding of U.S. chip production, Reuters reports » 07:32
05/11/21
05/11
07:32
05/11/21
07:32
MSFT

Microsoft

$247.26 /

-5.23 (-2.07%)

, AAPL

Apple

$126.86 /

-3.34 (-2.57%)

, GOOGL

Alphabet Class A

$2,291.86 /

-59.4 (-2.53%)

, INTC

Intel

$55.98 /

-1.68 (-2.91%)

, AMZN

Amazon.com

$3,190.57 /

-101 (-3.07%)

Apple (AAPL), Google…

Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) are teaming up with Intel (INTC), Amazon Web Services (AMZN) and others to form the Semiconductors in America Coalition, Reuters' Stephen Nellis reports. The lobbying group has asked U.S. lawmakers to provide funding for the CHIPS for America Act, for which President Joe Biden has asked Congress to provide $50B. The group said in a letter to Democratic and Republican leaders in both houses of the U.S. Congress: "Robust funding of the CHIPS Act would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them." Reference Link

ShowHide Related Items >><<
MSFT Microsoft
$247.26 /

-5.23 (-2.07%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

GOOGL Alphabet Class A
$2,291.86 /

-59.4 (-2.53%)

AMZN Amazon.com
$3,190.57 /

-101 (-3.07%)

AAPL Apple
$126.86 /

-3.34 (-2.57%)

MSFT Microsoft
$247.26 /

-5.23 (-2.07%)

05/11/21 Morgan Stanley
Morgan Stanley downgrades Nuance, doesn't see Microsoft deal being beat
05/07/21 LightShed Partners
LightShed Partners starts Roblox at Buy with $85 price target
04/28/21 Wedbush
Microsoft price target raised to $310 from $300 at Wedbush
04/28/21 Oppenheimer
Microsoft reports 'impressive' Q3 as cloud momentum continues, says Oppenheimer
AAPL Apple
$126.86 /

-3.34 (-2.57%)

05/11/21 Bernstein
Mix shift to Pro/Pro Max behind Apple iPhone ASPs strength, says Bernstein
05/07/21 Northland
II-VI upgraded to Outperform from Market Perform at Northland
05/05/21 Bernstein
Bernstein sees modest financial consequence to Apple even with adverse rulings
05/04/21 Morgan Stanley
Apple Services estimate trimmed at Morgan Stanley after April App Store data
GOOGL Alphabet Class A
$2,291.86 /

-59.4 (-2.53%)

05/10/21 Citi
ViacomCBS added, Google removed from Citi's Recommended List
05/10/21
Fly Intel: Top five analyst downgrades
05/10/21 Citi
Citi downgrades Google and Facebook on bullish sell-side expectations
05/10/21 Citi
Facebook downgraded at Citi with Google on concerns over expectations
INTC Intel
$55.98 /

-1.68 (-2.91%)

05/11/21 Citi
April notebook shipments 'red flag' for Intel, says Citi
05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
AMZN Amazon.com
$3,190.57 /

-101 (-3.07%)

05/04/21 R5 Capital
Amazon.com upgraded to Buy from Hold at R5 Capital
04/30/21 Evercore ISI
Amazon price target raised to $4,500 from $4,000 at Evercore ISI
04/30/21 MKM Partners
Amazon.com price target raised to $4,075 from $3,975 at MKM Partners
04/30/21 Raymond James
Amazon.com price target raised to $4,125 from $4,000 at Raymond James
MSFT Microsoft
$247.26 /

-5.23 (-2.07%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

GOOGL Alphabet Class A
$2,291.86 /

-59.4 (-2.53%)

AMZN Amazon.com
$3,190.57 /

-101 (-3.07%)

AAPL Apple
$126.86 /

-3.34 (-2.57%)

MSFT Microsoft
$247.26 /

-5.23 (-2.07%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

GOOGL Alphabet Class A
$2,291.86 /

-59.4 (-2.53%)

AMZN Amazon.com
$3,190.57 /

-101 (-3.07%)

AAPL Apple
$126.86 /

-3.34 (-2.57%)

MSFT Microsoft
$247.26 /

-5.23 (-2.07%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

GOOGL Alphabet Class A
$2,291.86 /

-59.4 (-2.53%)

AMZN Amazon.com
$3,190.57 /

-101 (-3.07%)

AAPL Apple
$126.86 /

-3.34 (-2.57%)

MSFT Microsoft
$247.26 /

-5.23 (-2.07%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

GOOGL Alphabet Class A
$2,291.86 /

-59.4 (-2.53%)

AMZN Amazon.com
$3,190.57 /

-101 (-3.07%)

AAPL Apple
$126.86 /

-3.34 (-2.57%)

Recommendations
April notebook shipments 'red flag' for Intel, says Citi » 06:23
05/11/21
05/11
06:23
05/11/21
06:23
INTC

Intel

$55.98 /

-1.68 (-2.91%)

Citi analyst Christopher…

Citi analyst Christopher Danely says he has the first negative data point in the PC food chain since January 2020 as April notebook shipments were down 13% month-over-month and 9% below Citi's expectation due to demand being pulled forward in Q1 and component supply issues. This is a "red flag" for Intel and the semiconductor sector as the PC end market is the largest end market for the group, Danely tells investors in a research note. He keeps a Neutral rating on Intel shares with a $65 price target.

ShowHide Related Items >><<
INTC Intel
$55.98 /

-1.68 (-2.91%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

05/10/21
Fly Intel: Top five analyst downgrades
05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
05/07/21 Tigress Financial
Intel should regain industry leadership via investments, says Tigress Financial
INTC Intel
$55.98 /

-1.68 (-2.91%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

INTC Intel
$55.98 /

-1.68 (-2.91%)

Monday
On The Fly
Alphabet, Facebook downgrades among today's top calls on Wall Street » 10:05
05/10/21
05/10
10:05
05/10/21
10:05
GOOG

Alphabet

$2,356.70 /

-41.69 (-1.74%)

, GOOGL

Alphabet Class A

$2,310.05 /

-41.21 (-1.75%)

, FB

Facebook

$310.60 /

-8.4 (-2.63%)

, ROKU

Roku

$309.52 /

-7.46 (-2.35%)

, INTC

Intel

$56.45 /

-1.21 (-2.10%)

, AMD

AMD

$76.90 /

-1.9 (-2.41%)

, LYFT

Lyft

$49.88 /

-0.19 (-0.38%)

, VIAC

ViacomCBS

$38.97 /

-0.4 (-1.02%)

, VIACA

ViacomCBS

$44.00 /

-0.33 (-0.74%)

, ORCL

Oracle

$79.54 /

-0.87 (-1.08%)

Check out today's top…

ShowHide Related Items >><<
VIACA ViacomCBS
$44.00 /

-0.33 (-0.74%)

VIAC ViacomCBS
$38.97 /

-0.4 (-1.02%)

ROKU Roku
$309.52 /

-7.46 (-2.35%)

ORCL Oracle
$79.54 /

-0.87 (-1.08%)

LYFT Lyft
$49.88 /

-0.19 (-0.38%)

INTC Intel
$56.45 /

-1.21 (-2.10%)

GOOGL Alphabet Class A
$2,310.05 /

-41.21 (-1.75%)

GOOG Alphabet
$2,356.70 /

-41.69 (-1.74%)

FB Facebook
$310.60 /

-8.4 (-2.63%)

AMD AMD
$76.90 /

-1.9 (-2.41%)

GOOG Alphabet
$2,356.70 /

-41.69 (-1.74%)

05/10/21
Fly Intel: Top five analyst downgrades
05/10/21 Citi
Citi downgrades Google and Facebook on bullish sell-side expectations
05/10/21 Citi
Facebook downgraded at Citi with Google on concerns over expectations
05/03/21
Fly Intel: Top five analyst upgrades
GOOGL Alphabet Class A
$2,310.05 /

-41.21 (-1.75%)

05/10/21 Citi
Alphabet Class A downgraded to Neutral from Buy at Citi
FB Facebook
$310.60 /

-8.4 (-2.63%)

05/10/21 Citi
Facebook downgraded to Neutral from Buy at Citi
04/29/21 KeyBanc
Facebook price target raised to $414 from $360 at KeyBanc
ROKU Roku
$309.52 /

-7.46 (-2.35%)

05/07/21 Evercore ISI
Roku price target raised to $430 from $400 at Evercore ISI
05/07/21 KeyBanc
Roku price target lowered to $460 from $518 at KeyBanc
05/07/21 Oppenheimer
Roku price target lowered to $400 from $500 at Oppenheimer
INTC Intel
$56.45 /

-1.21 (-2.10%)

05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
05/07/21 Tigress Financial
Intel should regain industry leadership via investments, says Tigress Financial
AMD AMD
$76.90 /

-1.9 (-2.41%)

04/28/21 Northland
AMD price target raised to $116 from $96 at Northland
04/28/21 Susquehanna
AMD price target raised to $125 from $115 at Susquehanna
04/28/21 Raymond James
AMD price target raised to $110 from $100 at Raymond James
04/28/21 Mizuho
AMD price target raised to $107 from $105 at Mizuho
LYFT Lyft
$49.88 /

-0.19 (-0.38%)

05/10/21
Fly Intel: Top five analyst upgrades
05/10/21 Daiwa
Lyft upgraded to Outperform from Neutral at Daiwa
05/10/21 Daiwa
Lyft upgraded to Outperform from Neutral at Daiwa
05/06/21 Citi
Lyft price target raised to $80 from $76 at Citi
VIAC ViacomCBS
$38.97 /

-0.4 (-1.02%)

05/10/21 Barrington
ViacomCBS upgraded to Outperform from Market Perform at Barrington
05/10/21 BMO Capital
ViacomCBS price target lowered to $48 from $55 at BMO Capital
05/07/21
Fly Intel: Top five analyst upgrades
VIACA ViacomCBS
$44.00 /

-0.33 (-0.74%)

01/05/21 Gabelli
ViacomCBS named a best idea for 2021 at Gabelli
07/13/20
Fly Intel: Top five analyst initiations
07/13/20
Fly Intel: Top five analyst downgrades
ORCL Oracle
$79.54 /

-0.87 (-1.08%)

05/10/21 Barclays
Oracle downgraded to Equal Weight from Overweight at Barclays
04/22/21 Wolfe Research
Oracle initiated with a Peer Perform at Wolfe Research
04/22/21 Cowen
Oracle price target raised to $85 from $77 at Cowen
VIAC ViacomCBS
$38.97 /

-0.4 (-1.02%)

ROKU Roku
$309.52 /

-7.46 (-2.35%)

ORCL Oracle
$79.54 /

-0.87 (-1.08%)

LYFT Lyft
$49.88 /

-0.19 (-0.38%)

INTC Intel
$56.45 /

-1.21 (-2.10%)

GOOG Alphabet
$2,356.70 /

-41.69 (-1.74%)

FB Facebook
$310.60 /

-8.4 (-2.63%)

AMD AMD
$76.90 /

-1.9 (-2.41%)

  • 06
    Apr
  • 29
    Mar
  • 24
    Mar
VIACA ViacomCBS
$44.00 /

-0.33 (-0.74%)

VIAC ViacomCBS
$38.97 /

-0.4 (-1.02%)

ROKU Roku
$309.52 /

-7.46 (-2.35%)

ORCL Oracle
$79.54 /

-0.87 (-1.08%)

LYFT Lyft
$49.88 /

-0.19 (-0.38%)

INTC Intel
$56.45 /

-1.21 (-2.10%)

GOOG Alphabet
$2,356.70 /

-41.69 (-1.74%)

FB Facebook
$310.60 /

-8.4 (-2.63%)

AMD AMD
$76.90 /

-1.9 (-2.41%)

VIAC ViacomCBS
$38.97 /

-0.4 (-1.02%)

ROKU Roku
$309.52 /

-7.46 (-2.35%)

ORCL Oracle
$79.54 /

-0.87 (-1.08%)

LYFT Lyft
$49.88 /

-0.19 (-0.38%)

INTC Intel
$56.45 /

-1.21 (-2.10%)

GOOG Alphabet
$2,356.70 /

-41.69 (-1.74%)

FB Facebook
$310.60 /

-8.4 (-2.63%)

AMD AMD
$76.90 /

-1.9 (-2.41%)

VIAC ViacomCBS
$38.97 /

-0.4 (-1.02%)

ROKU Roku
$309.52 /

-7.46 (-2.35%)

ORCL Oracle
$79.54 /

-0.87 (-1.08%)

LYFT Lyft
$49.88 /

-0.19 (-0.38%)

INTC Intel
$56.45 /

-1.21 (-2.10%)

GOOGL Alphabet Class A
$2,310.05 /

-41.21 (-1.75%)

GOOG Alphabet
$2,356.70 /

-41.69 (-1.74%)

FB Facebook
$310.60 /

-8.4 (-2.63%)

AMD AMD
$76.90 /

-1.9 (-2.41%)

Downgrade
Fly Intel: Top five analyst downgrades » 09:58
05/10/21
05/10
09:58
05/10/21
09:58
FB

Facebook

$311.43 /

-7.57 (-2.37%)

, ORCL

Oracle

$79.41 /

-1 (-1.24%)

, INTC

Intel

$56.40 /

-1.26 (-2.19%)

, CAH

Cardinal Health

$58.10 /

-0.07 (-0.12%)

, GOOG

Alphabet

$2,354.86 /

-43.53 (-1.81%)

, GOOGL

Alphabet Class A

$2,309.60 /

-41.66 (-1.77%)

Catch up on today's…

Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Facebook (FB) downgraded to Neutral from Buy at Citi with analyst Jason Bazinet saying among the top 10 Internet ad firms, in absolute dollar terms, sell-side analysts expect two-times the annual growth from 2021 to 2025 versus 2018 to 2020. Second, many investors believe ad intensity per dollar of economic activity is rising, while Bazinet sees "little evidence of this." Third, even if the sell-side estimates are right, growth will likely decelerate after Q2 of 2021 due to tougher comps, says the analyst. 2. Oracle (ORCL) downgraded to Equal Weight from Overweight at Barclays with analyst Raimo Lenschow saying the recent strong performance of the shares means less upside going forward. 3. Intel (INTC) downgraded to Underweight from Neutral at Atlantic Equities with analyst Ianjit Bhatti saying IDM 2.0 does not provide an answer to market share losses to AMD (AMD). 4. Cardinal Health (CAH) downgraded to Neutral from Outperform at Baird with analyst Eric Coldwell dciting its chronic underperformance in the Pharmaceutical and Medical segments with low transparency that may take years to re-build investor confidence. Alphabet Class A (GOOGL, GOOG) downgraded to Neutral from Buy at Citi with analyst Jason Bazinet saying he's now not recommending any large cap ad centric internet stocks except Roku (ROKU). This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

ShowHide Related Items >><<
ORCL Oracle
$79.41 /

-1 (-1.24%)

INTC Intel
$56.40 /

-1.26 (-2.19%)

GOOGL Alphabet Class A
$2,309.60 /

-41.66 (-1.77%)

GOOG Alphabet
$2,354.86 /

-43.53 (-1.81%)

FB Facebook
$311.43 /

-7.57 (-2.37%)

CAH Cardinal Health
$58.10 /

-0.07 (-0.12%)

FB Facebook
$311.43 /

-7.57 (-2.37%)

05/10/21 Citi
Facebook downgraded at Citi with Google on concerns over expectations
05/10/21 Citi
Facebook downgraded to Neutral from Buy at Citi
04/29/21 KeyBanc
Facebook price target raised to $414 from $360 at KeyBanc
04/29/21 Truist
Facebook price target raised to $400 from $350 at Truist
ORCL Oracle
$79.41 /

-1 (-1.24%)

05/10/21 Barclays
Oracle downgraded to Equal Weight from Overweight at Barclays
04/22/21 Wolfe Research
Oracle initiated with a Peer Perform at Wolfe Research
04/22/21 Cowen
Oracle price target raised to $85 from $77 at Cowen
04/21/21 DZ Bank
Oracle downgraded to Hold from Buy at DZ Bank
INTC Intel
$56.40 /

-1.26 (-2.19%)

05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
05/07/21 Tigress Financial
Intel should regain industry leadership via investments, says Tigress Financial
05/04/21 Stifel
Intel spending plans show new CEO 'gets it,' says Stifel
CAH Cardinal Health
$58.10 /

-0.07 (-0.12%)

05/10/21 Baird
Cardinal Health downgraded to Neutral from Outperform at Baird
05/10/21 Baird
Cardinal Health downgraded to Neutral from Outperform at Baird
01/08/21 Wolfe Research
Cardinal Health upgraded to Peer Perform from Underperform at Wolfe Research
11/18/20 Jefferies
Drug distributors' pullback on Amazon news an overreaction, says Jefferies
GOOG Alphabet
$2,354.86 /

-43.53 (-1.81%)

05/10/21 Citi
Citi downgrades Google and Facebook on bullish sell-side expectations
05/03/21
Fly Intel: Top five analyst upgrades
05/03/21 China Renaissance
Alphabet upgraded to Buy from Hold at China Renaissance
GOOGL Alphabet Class A
$2,309.60 /

-41.66 (-1.77%)

05/10/21 Citi
Alphabet Class A downgraded to Neutral from Buy at Citi
ORCL Oracle
$79.41 /

-1 (-1.24%)

INTC Intel
$56.40 /

-1.26 (-2.19%)

GOOG Alphabet
$2,354.86 /

-43.53 (-1.81%)

FB Facebook
$311.43 /

-7.57 (-2.37%)

CAH Cardinal Health
$58.10 /

-0.07 (-0.12%)

ORCL Oracle
$79.41 /

-1 (-1.24%)

INTC Intel
$56.40 /

-1.26 (-2.19%)

GOOG Alphabet
$2,354.86 /

-43.53 (-1.81%)

FB Facebook
$311.43 /

-7.57 (-2.37%)

ORCL Oracle
$79.41 /

-1 (-1.24%)

INTC Intel
$56.40 /

-1.26 (-2.19%)

GOOG Alphabet
$2,354.86 /

-43.53 (-1.81%)

FB Facebook
$311.43 /

-7.57 (-2.37%)

CAH Cardinal Health
$58.10 /

-0.07 (-0.12%)

ORCL Oracle
$79.41 /

-1 (-1.24%)

INTC Intel
$56.40 /

-1.26 (-2.19%)

GOOGL Alphabet Class A
$2,309.60 /

-41.66 (-1.77%)

GOOG Alphabet
$2,354.86 /

-43.53 (-1.81%)

FB Facebook
$311.43 /

-7.57 (-2.37%)

Downgrade
Intel downgraded to Underweight from Neutral at Atlantic Equities » 06:19
05/10/21
05/10
06:19
05/10/21
06:19
INTC

Intel

$57.66 /

+0.48 (+0.84%)

Atlantic Equities analyst…

Atlantic Equities analyst Ianjit Bhatti downgraded Intel (INTC) to Underweight from Neutral with a price target of $45, down from $63. While the analyst previously saw the opportunity for a strategic change under new CEO Patrick Gelsinger, Bhatti does not believe IDM 2.0 provides an answer to market share losses to AMD (AMD), the analyst tells investors in a research note. Additionally, Bhatti notes that Q1 results reflected accelerating CPU market share declines, with cost competition from Intel not having been effective to date and its customer relationships no longer a barrier to adoption.

ShowHide Related Items >><<
INTC Intel
$57.66 /

+0.48 (+0.84%)

INTC Intel
$57.66 /

+0.48 (+0.84%)

05/10/21 Atlantic Equities
Intel downgraded to Underweight from Neutral at Atlantic Equities
05/07/21 Tigress Financial
Intel should regain industry leadership via investments, says Tigress Financial
05/04/21 Stifel
Intel spending plans show new CEO 'gets it,' says Stifel
04/29/21 Needham
MaxLinear price target raised to $50 from $45 at Needham
INTC Intel
$57.66 /

+0.48 (+0.84%)

INTC Intel
$57.66 /

+0.48 (+0.84%)

INTC Intel
$57.66 /

+0.48 (+0.84%)

INTC Intel
$57.66 /

+0.48 (+0.84%)

Downgrade
Intel downgraded to Underweight from Neutral at Atlantic Equities » 05:16
05/10/21
05/10
05:16
05/10/21
05:16
INTC

Intel

$57.66 /

+0.48 (+0.84%)

Atlantic Equities analyst…

Atlantic Equities analyst Ianjit Bhatti downgraded Intel to Underweight from Neutral with a $45 price target.

ShowHide Related Items >><<
INTC Intel
$57.66 /

+0.48 (+0.84%)

INTC Intel
$57.66 /

+0.48 (+0.84%)

05/07/21 Tigress Financial
Intel should regain industry leadership via investments, says Tigress Financial
05/04/21 Stifel
Intel spending plans show new CEO 'gets it,' says Stifel
04/29/21 Needham
MaxLinear price target raised to $50 from $45 at Needham
04/23/21 Needham
Intel price target lowered to $70 from $74 at Needham
INTC Intel
$57.66 /

+0.48 (+0.84%)

INTC Intel
$57.66 /

+0.48 (+0.84%)

INTC Intel
$57.66 /

+0.48 (+0.84%)

INTC Intel
$57.66 /

+0.48 (+0.84%)

Friday
Recommendations
Intel should regain industry leadership via investments, says Tigress Financial » 14:48
05/07/21
05/07
14:48
05/07/21
14:48
INTC

Intel

$57.54 /

+0.36 (+0.63%)

Tigress Financial analyst…

Tigress Financial analyst Ivan Feinseth reiterates his Buy rating on Intel and initiated a $68 price target on the shares, arguing that the company's increasing investment will enable the company to regain its industry leadership position. Under new CEO Pat Gelsinger, the company will invest $20B into new chip factories in Arizona and Gelsinger has highlighted his expectations that Intel's new foundry business could be worth as much as $100B in revenue by 2025, Feinseth highlighted.

ShowHide Related Items >><<
INTC Intel
$57.54 /

+0.36 (+0.63%)

INTC Intel
$57.54 /

+0.36 (+0.63%)

05/04/21 Stifel
Intel spending plans show new CEO 'gets it,' says Stifel
04/29/21 Needham
MaxLinear price target raised to $50 from $45 at Needham
04/23/21 Needham
Intel price target lowered to $70 from $74 at Needham
04/23/21 Morgan Stanley
Intel report offered 'no big surprises,' says Morgan Stanley
INTC Intel
$57.54 /

+0.36 (+0.63%)

INTC Intel
$57.54 /

+0.36 (+0.63%)

INTC Intel
$57.54 /

+0.36 (+0.63%)

INTC Intel
$57.54 /

+0.36 (+0.63%)

Hot Stocks
Third Point discloses new long position in CoStar Group in investor letter » 06:33
05/07/21
05/07
06:33
05/07/21
06:33
CSGP

CoStar Group

$820.18 /

-17.54 (-2.09%)

, UPST

Upstart

$91.91 /

-6.19 (-6.31%)

, IPOE

Social Capital Hedosophia Holdings Corp. V

$15.01 /

-0.495 (-3.19%)

, INTC

Intel

$57.19 /

+0.6875 (+1.22%)

, PUK

Prudential plc

$43.68 /

+0.97 (+2.27%)

In its first quarter 2021…

In its first quarter 2021 investor letter dated May 6, Third Point stated in part: "During the First Quarter, Third Point returned +11.0% in the flagship Offshore Fund. For the month of April, the Offshore Fund returned +1.7. The top five winners for the quarter were Upstart Holdings (UPST), SentinelOne, Social Finance (IPOE), Intel (INTC) and Prudential plc (PUK)... We took advantage of the volatility in growth stocks during Q1 to establish a new long position in CoStar Group (CSGP) - the leading technology vendor serving the commercial real estate industry. We think CoStar is an exceptionally high-quality "compounder" in the early innings of a transformational new opportunity which could meaningfully accelerate earnings growth. We also believe the business will be a direct beneficiary of the impending wave of COVID-induced disruption in the CRE market."

ShowHide Related Items >><<
UPST Upstart
$91.91 /

-6.19 (-6.31%)

IPOE Social Capital Hedosophia Holdings Corp. V
$15.01 /

-0.495 (-3.19%)

INTC Intel
$57.19 /

+0.6875 (+1.22%)

CSGP CoStar Group
$820.18 /

-17.54 (-2.09%)

CSGP CoStar Group
$820.18 /

-17.54 (-2.09%)

04/28/21 JMP Securities
CoStar Group price target raised to $1,025 from $950 at JMP Securities
03/15/21 Goldman Sachs
CoStar Group reinstated with a Buy at Goldman Sachs
03/05/21 Keefe Bruyette
CoStar decision to walk removes overhang on shares, says Keefe Bruyette
02/04/21 Stephens
CoreLogic accepting $80 bid 'a bit of an odd twist,' says Stephens
UPST Upstart
$91.91 /

-6.19 (-6.31%)

04/27/21
Fly Intel: Top five analyst initiations
04/27/21 Piper Sandler
Upstart initiated with an Overweight at Piper Sandler
03/22/21 Barclays
Upstart price target raised to $110 from $58 at Barclays
03/18/21 BofA
Upstart upgraded to Buy on accelerating growth at BofA
IPOE Social Capital Hedosophia Holdings Corp. V
$15.01 /

-0.495 (-3.19%)

03/17/21 Wedbush
LendingClub price target raised to $20.50 from $14 at Wedbush
INTC Intel
$57.19 /

+0.6875 (+1.22%)

05/04/21 Stifel
Intel spending plans show new CEO 'gets it,' says Stifel
04/29/21 Needham
MaxLinear price target raised to $50 from $45 at Needham
04/23/21 Needham
Intel price target lowered to $70 from $74 at Needham
04/23/21 Morgan Stanley
Intel report offered 'no big surprises,' says Morgan Stanley
PUK Prudential plc
$43.68 /

+0.97 (+2.27%)

04/13/21 JPMorgan
Prudential plc price target raised to 1,466 GBp from 1,437 GBp at JPMorgan
04/09/21 Morgan Stanley
Prudential price target raised to 1,737 GBp from 1,638 GBp at Morgan Stanley
03/23/21 HSBC
Prudential plc upgraded to Buy from Hold at HSBC
03/22/21 Deutsche Bank
Prudential plc price target raised to 1,700 GBp from 1,400 GBp at Deutsche Bank
UPST Upstart
$91.91 /

-6.19 (-6.31%)

INTC Intel
$57.19 /

+0.6875 (+1.22%)

CSGP CoStar Group
$820.18 /

-17.54 (-2.09%)

  • 09
    Apr
  • 16
    Dec
  • 21
    May
IPOE Social Capital Hedosophia Holdings Corp. V
$15.01 /

-0.495 (-3.19%)

INTC Intel
$57.19 /

+0.6875 (+1.22%)

CSGP CoStar Group
$820.18 /

-17.54 (-2.09%)

UPST Upstart
$91.91 /

-6.19 (-6.31%)

IPOE Social Capital Hedosophia Holdings Corp. V
$15.01 /

-0.495 (-3.19%)

INTC Intel
$57.19 /

+0.6875 (+1.22%)

CSGP CoStar Group
$820.18 /

-17.54 (-2.09%)

UPST Upstart
$91.91 /

-6.19 (-6.31%)

IPOE Social Capital Hedosophia Holdings Corp. V
$15.01 /

-0.495 (-3.19%)

INTC Intel
$57.19 /

+0.6875 (+1.22%)

Over a week ago
Conference/Events
House Science, Space & Technology Committee to hold virtual hearing » 09:54
05/06/21
05/06
09:54
05/06/21
09:54
INTC

Intel

$56.77 /

+0.2675 (+0.47%)

The Subcommittee on…

The Subcommittee on Research and Technology holds a virtual hearing entitled, "National Science Foundation: Advancing Research for the Future of U.S. Innovation Part II" with Gabriela Cruz Thompson, Director of the University Research and Collaboration at Intel Labs, Intel Corp on May 6 at 11 am. Webcast Link

ShowHide Related Items >><<
INTC Intel
$56.77 /

+0.2675 (+0.47%)

INTC Intel
$56.77 /

+0.2675 (+0.47%)

05/04/21 Stifel
Intel spending plans show new CEO 'gets it,' says Stifel
04/29/21 Needham
MaxLinear price target raised to $50 from $45 at Needham
04/23/21 Needham
Intel price target lowered to $70 from $74 at Needham
04/23/21 Morgan Stanley
Intel report offered 'no big surprises,' says Morgan Stanley
INTC Intel
$56.77 /

+0.2675 (+0.47%)

INTC Intel
$56.77 /

+0.2675 (+0.47%)

INTC Intel
$56.77 /

+0.2675 (+0.47%)

INTC Intel
$56.77 /

+0.2675 (+0.47%)

Recommendations
Intel spending plans show new CEO 'gets it,' says Stifel » 13:52
05/04/21
05/04
13:52
05/04/21
13:52
INTC

Intel

$56.49 /

-0.75 (-1.31%)

, AMAT

Applied Materials

$127.76 /

-5.13 (-3.86%)

, KLAC

KLA Corp.

$305.14 /

-5.72 (-1.84%)

, NVMI

Nova Measuring

$89.54 /

-3.06 (-3.30%)

, ONTO

Onto Innovation

$63.97 /

-4.69 (-6.83%)

, VECO

Veeco

$21.89 /

-0.895 (-3.93%)

Stifel analyst Patrick Ho…

Stifel analyst Patrick Ho noted that Intel (INTC) has announced in recent days additional fab and other engineering investments that include $3.5B to expand its Rio Rancho, New Mexico facility, $10B in a new Israeli fab and $600M in engineering expansion for Mobileye and an R&D center in Israel. Ho believes these investments follow up on new CEO Pat Gelsinger's strategy of "re-investing" to bring it back to its leadership position in process technology and will boost the company's long-term competitive position. The analyst, who said that he sees the investments as evidence that Gelsinger "gets it," believes the company's strategy will benefit the equipment group, including Applied Materials (AMAT), KLA Corp. (KLAC), Nova Measuring (NVMI), Onto Innovation (ONTO) and Veeco Instruments (VECO).

ShowHide Related Items >><<
VECO Veeco
$21.89 /

-0.895 (-3.93%)

ONTO Onto Innovation
$63.97 /

-4.69 (-6.83%)

NVMI Nova Measuring
$89.54 /

-3.06 (-3.30%)

INTC Intel
$56.49 /

-0.75 (-1.31%)

AMAT Applied Materials
$127.76 /

-5.13 (-3.86%)

INTC Intel
$56.49 /

-0.75 (-1.31%)

04/29/21 Needham
MaxLinear price target raised to $50 from $45 at Needham
04/23/21 Needham
Intel price target lowered to $70 from $74 at Needham
04/23/21 Morgan Stanley
Intel report offered 'no big surprises,' says Morgan Stanley
04/22/21 Citi
Intel shares are at near-term peak, says Citi
AMAT Applied Materials
$127.76 /

-5.13 (-3.86%)

04/22/21 Mizuho
Lam Research price target raised to $705 from $575 at Mizuho
04/19/21 Citi
Citi moves Applied Materials to top semicap pick, boosts price target
04/16/21 Deutsche Bank
Applied Materials price target raised to $160 from $150 at Deutsche Bank
04/07/21 Craig-Hallum
Applied Materials price target raised to $170 from $142 at Craig-Hallum
KLAC KLA Corp.
$305.14 /

-5.72 (-1.84%)

04/27/21 Credit Suisse
KLA Corp. price target raised to $380 from $325 at Credit Suisse
04/19/21 Citi
KLA Corp. price target raised to $380 from $360 at Citi
04/16/21 Deutsche Bank
KLA Corp. price target raised to $330 from $310 at Deutsche Bank
03/18/21 DA Davidson
Applied Materials process control platform takes aim at KLAC, says DA Davidson
NVMI Nova Measuring
$89.54 /

-3.06 (-3.30%)

04/21/21 Needham
Nova Measuring price target raised to $100 from $87 at Needham
02/24/21 Benchmark
Benchmark says Biden order bodes well for Nova Measuring, other semi suppliers
02/23/21 BofA
Nova Measuring initiated with a Buy at BofA
02/23/21 BofA
Nova Measuring initiated with a Buy at BofA
ONTO Onto Innovation
$63.97 /

-4.69 (-6.83%)

04/30/21 B. Riley
Onto Innovation price target raised to $98 from $90 at B. Riley
04/21/21 Needham
Onto Innovation price target raised to $76 from $68 at Needham
04/05/21 B. Riley
Onto Innovation price target raised to $90 from $77 at B. Riley Securities
04/01/21 DA Davidson
Onto Innovation price target raised to $80 from $75 at DA Davidson
VECO Veeco
$21.89 /

-0.895 (-3.93%)

03/10/21 Barclays
Veeco price target raised to $26 from $24 at Barclays
02/12/21 Barclays
Veeco price target raised to $24 from $22 at Barclays
01/26/21 Barclays
Veeco price target raised to $22 from $15 at Barclays
12/29/20 Goldman Sachs
Veeco price target raised to $18 from $16 at Goldman Sachs
VECO Veeco
$21.89 /

-0.895 (-3.93%)

ONTO Onto Innovation
$63.97 /

-4.69 (-6.83%)

NVMI Nova Measuring
$89.54 /

-3.06 (-3.30%)

KLAC KLA Corp.
$305.14 /

-5.72 (-1.84%)

INTC Intel
$56.49 /

-0.75 (-1.31%)

AMAT Applied Materials
$127.76 /

-5.13 (-3.86%)

INTC Intel
$56.49 /

-0.75 (-1.31%)

VECO Veeco
$21.89 /

-0.895 (-3.93%)

KLAC KLA Corp.
$305.14 /

-5.72 (-1.84%)

INTC Intel
$56.49 /

-0.75 (-1.31%)

AMAT Applied Materials
$127.76 /

-5.13 (-3.86%)

KLAC KLA Corp.
$305.14 /

-5.72 (-1.84%)

INTC Intel
$56.49 /

-0.75 (-1.31%)

AMAT Applied Materials
$127.76 /

-5.13 (-3.86%)

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