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Conference/Events
Marvell participates in a conferene call hosted by William Blair » 12:55
06/04/20
06/04
12:55
06/04/20
12:55
MRVL

Marvell

$35.86 /

-0.08 (-0.22%)

Conference call with…

Conference call with management will be held on June 4 at 1pm hosted by William Blair.

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MRVL Marvell
$35.86 /

-0.08 (-0.22%)

MRVL Marvell
$35.86 /

-0.08 (-0.22%)

05/29/20 Susquehanna
Marvell delivered results beyond expectations, says Susquehanna
05/29/20 JPMorgan
Marvell price target raised to $36 from $31 at JPMorgan
05/29/20 Needham
Marvell price target raised to $34 from $28 at Needham
05/29/20 Rosenblatt
Marvell price target raised to $42 from $32 at Rosenblatt
MRVL Marvell
$35.86 /

-0.08 (-0.22%)

MRVL Marvell
$35.86 /

-0.08 (-0.22%)

MRVL Marvell
$35.86 /

-0.08 (-0.22%)

MRVL Marvell
$35.86 /

-0.08 (-0.22%)

Conference/Events
Marvell participates in a conferene call hosted by William Blair » 10:22
06/04/20
06/04
10:22
06/04/20
10:22
MRVL

Marvell

$36.18 /

+0.24 (+0.67%)

Conference call with…

Conference call with management will be held on June 4 at 1pm hosted by William Blair.

ShowHide Related Items >><<
MRVL Marvell
$36.18 /

+0.24 (+0.67%)

MRVL Marvell
$36.18 /

+0.24 (+0.67%)

05/29/20 Susquehanna
Marvell delivered results beyond expectations, says Susquehanna
05/29/20 JPMorgan
Marvell price target raised to $36 from $31 at JPMorgan
05/29/20 Needham
Marvell price target raised to $34 from $28 at Needham
05/29/20 Rosenblatt
Marvell price target raised to $42 from $32 at Rosenblatt
MRVL Marvell
$36.18 /

+0.24 (+0.67%)

MRVL Marvell
$36.18 /

+0.24 (+0.67%)

MRVL Marvell
$36.18 /

+0.24 (+0.67%)

MRVL Marvell
$36.18 /

+0.24 (+0.67%)

Wednesday
Hot Stocks
Ambarella shares dive amid analysts' caution » 12:52
06/03/20
06/03
12:52
06/03/20
12:52
AMBA

Ambarella

$55.60 /

-5.91 (-9.61%)

Shares of Ambarella…

Shares of Ambarella (AMBA) are trading lower on Tuesday despite exceeding analyst expectations for its quarterly earnings reported on Tuesday evening. QUARTERLY RESULTS: Ambarella, reported first quarter earnings per share of 4c on revenue of $54.64M. Analysts expected Ambarella to lose (1c) for EPS on revenue of $54.3M. In a statement, Ambarella said that "The unprecedented combination of geopolitical and public health risks, and the associated economic downturn, limit visibility and cause the duration, severity and impact to be unknown." It added that "We believe we are positioned to emerge stronger when the current crisis is over." GUIDANCE: Looking ahead, Ambarella forecast second quarter revenue of $50M, plus or minus 6%, against analysts' consensus estimates of $55.54M. It sees gross margin of 59%-60.5% for the quarter. Q2 VIEW BELOW STREET: Needham analyst N. Quinn Bolton and his team at Needham wrote in a note to investors that the company's Q2 view was lower than the Street consensus. Bolton, who continues to rate the firm Underperform, said he remains cautious on Ambarella shares in the near-term due to its high valuation. Oppenheimer analyst Andrew Uerkwitz maintained a Perform rating given extremely low visibility from COVID-19 and increasingly fluid geopolitical tension. While the analyst believes customer activities and design wins continue to validate Ambarella's competitive position and product roadmap, he says tensions may have a long-term impact on its customers in Asia, and that Ambarella remains vulnerable to secular shifts in those customers' sourcing strategies. PRICE ACTION: Shares of Ambarella are down 10.5%to $55.11 in afternoon trading.

ShowHide Related Items >><<
AMBA Ambarella
$55.60 /

-5.91 (-9.61%)

AMBA Ambarella
$55.60 /

-5.91 (-9.61%)

05/29/20
Fly Intel: Top five analyst initiations
05/29/20 Baird
Ambarella initiated with a Neutral at Baird, with secular growth opps. ahead
05/28/20 Stifel
Ambarella price target raised to $62 from $60 at Stifel
05/28/20 Baird
Ambarella initiated with a Neutral at Baird
AMBA Ambarella
$55.60 /

-5.91 (-9.61%)

AMBA Ambarella
$55.60 /

-5.91 (-9.61%)

AMBA Ambarella
$55.60 /

-5.91 (-9.61%)

Tuesday
On The Fly
Fly Intel: After-Hours Movers » 19:10
06/02/20
06/02
19:10
06/02/20
19:10
APPS

Digital Turbine

$6.86 /

+0.245 (+3.71%)

, CRWD

Crowdstrike

$92.17 /

-2.675 (-2.82%)

, MCHP

Microchip

$96.93 /

+1.23 (+1.29%)

, CAKE

Cheesecake Factory

$20.94 /

+0.19 (+0.92%)

, AVID

Avid Technology

$7.49 /

+0.04 (+0.54%)

, LYFT

Lyft

$31.70 /

-0.92 (-2.82%)

, HQY

HealthEquity

$62.45 /

+0.24 (+0.39%)

, AMBA

Ambarella

$61.51 /

+3.72 (+6.44%)

, ZM

Zoom Video

$208.00 /

+3.85 (+1.89%)

, MDLA

Medallia

$29.48 /

-0.35 (-1.17%)

, RGA

Reinsurance Group

$94.19 /

+2.26 (+2.46%)

, EVFM

Evofem

$4.68 /

-0.41 (-8.06%)

, GLUU

Glu Mobile

$9.95 /

-0.34 (-3.30%)

Check out this evening's…

Open Full Text

ShowHide Related Items >><<
ZM Zoom Video
$208.00 /

+3.85 (+1.89%)

RGA Reinsurance Group
$94.19 /

+2.26 (+2.46%)

MDLA Medallia
$29.48 /

-0.35 (-1.17%)

MCHP Microchip
$96.93 /

+1.23 (+1.29%)

LYFT Lyft
$31.70 /

-0.92 (-2.82%)

HQY HealthEquity
$62.45 /

+0.24 (+0.39%)

GLUU Glu Mobile
$9.95 /

-0.34 (-3.30%)

EVFM Evofem
$4.68 /

-0.41 (-8.06%)

CRWD Crowdstrike
$92.17 /

-2.675 (-2.82%)

CAKE Cheesecake Factory
$20.94 /

+0.19 (+0.92%)

AVID Avid Technology
$7.49 /

+0.04 (+0.54%)

APPS Digital Turbine
$6.86 /

+0.245 (+3.71%)

AMBA Ambarella
$61.51 /

+3.72 (+6.44%)

APPS Digital Turbine
$6.86 /

+0.245 (+3.71%)

05/27/20 Canaccord
Digital Turbine a near-term and long-term winner, says Canaccord
03/05/20 B. Riley FBR
Digital Turbine price target raised to $10 from $8.75 at B. Riley FBR
03/04/20 Canaccord
Digital Turbine price target raised to $12 from $8 at Canaccord
12/17/19 National Securities
Digital Turbine reinstated with a Buy at National Securities
CRWD Crowdstrike
$92.17 /

-2.675 (-2.82%)

06/01/20 Barclays
Crowdstrike jumps after Barclays boosts target $100 ahead of results
06/01/20 DA Davidson
Crowdstrike price target raised to $105 from $60 at DA Davidson
05/28/20 RBC Capital
Crowdstrike price target raised to $90 from $73 at RBC Capital
05/20/20 SunTrust
Crowdstrike price target raised to $95 from $80 at SunTrust
MCHP Microchip
$96.93 /

+1.23 (+1.29%)

06/02/20 Mizuho
Microchip price target raised to $105 from $92 at Mizuho
05/08/20 Morgan Stanley
Microchip macro commentary 'sobering,' says Morgan Stanley
04/13/20 SunTrust
Microchip price target raised to $94 from $90 at SunTrust
04/13/20 Morgan Stanley
Morgan Stanley downgrades Texas Instruments to Underweight on gross margins risk
CAKE Cheesecake Factory
$20.94 /

+0.19 (+0.92%)

05/13/20
Fly Intel: Top five analyst downgrades
05/13/20 Stephens
Cheesecake Factory resumed Underweight from Equal Weight at Stephens
05/07/20 Loop Capital
Cheesecake Factory price target lowered to $23 from $44 at Loop Capital
04/23/20 Wells Fargo
Cheesecake Factory price target lowered to $26 from $50 at Wells Fargo
AVID Avid Technology
$7.49 /

+0.04 (+0.54%)

05/19/20 Northland
Northland starts Avid Technology at Outperform, sees snap back in demand coming
05/19/20 Northland
Avid Technology initiated with an Outperform at Northland
05/11/20 Jefferies
Avid Technology price target lowered to $6.50 from $8.50 at Jefferies
04/08/20 Jefferies
Avid Technology recurring business 'holding up,' says Jefferies
LYFT Lyft
$31.70 /

-0.92 (-2.82%)

05/27/20 Morgan Stanley
Amazon deal could open door for ridesharing competition, says Morgan Stanley
05/27/20 Northcoast
Ride hailing drivers believe April marked the bottom, says Northcoast
05/21/20 Loop Capital
Lyft price target lowered to $41 from $62 at Loop Capital
05/11/20
Fly Intel: Top five analyst downgrades
HQY HealthEquity
$62.45 /

+0.24 (+0.39%)

04/14/20 Guggenheim
Guggenheim starts HealthEquity at Buy with $56 price target
04/14/20 Guggenheim
HealthEquity initiated with a Buy at Guggenheim
04/13/20 SVB Leerink
HealthEquity initiated with a Market Perform at SVB Leerink
04/08/20 Raymond James
HealthEquity price target lowered to $75 from $90 at Raymond James
AMBA Ambarella
$61.51 /

+3.72 (+6.44%)

05/29/20
Fly Intel: Top five analyst initiations
05/29/20 Baird
Ambarella initiated with a Neutral at Baird, with secular growth opps. ahead
05/28/20 Stifel
Ambarella price target raised to $62 from $60 at Stifel
05/28/20 Baird
Ambarella initiated with a Neutral at Baird
ZM Zoom Video
$208.00 /

+3.85 (+1.89%)

05/27/20 Baird
Zoom Video price target raised to $180 from $120 at Baird
05/15/20 Citi
Zoom Video initiated with a Neutral at Citi
05/04/20 Piper Sandler
Zoom Video price target raised to $144 from $110 at Piper Sandler
04/23/20 JPMorgan
Zoom Video strength related to CEO comments on user growth, says JPMorgan
MDLA Medallia
$29.48 /

-0.35 (-1.17%)

04/13/20 Needham
Needham cuts price targets across SaaS/Application Software names
01/17/20
Fly Intel: Top five analyst initiations
01/16/20 Baird
Medallia initiated with an Outperform at Baird
12/06/19 Oppenheimer
Oppenheimer says would add to Medallia positions on any weakness
RGA Reinsurance Group
$94.19 /

+2.26 (+2.46%)

05/29/20 Piper Sandler
Reinsurance Group initiated with a Neutral at Piper Sandler
04/27/20 Credit Suisse
Reinsurance Group price target lowered to $110 from $144 at Credit Suisse
04/07/20 JPMorgan
Reinsurance Group upgraded to Overweight on defensive position at JPMorgan
04/07/20 JPMorgan
Reinsurance Group upgraded to Overweight from Neutral at JPMorgan
EVFM Evofem
$4.68 /

-0.41 (-8.06%)

04/16/20 Roth Capital
Roth believes Evofem 'underappreciated' ahead of Phexxi PDUFA date
12/18/19 Roth Capital
Evofem's Amphora getting closer to FDA approval, says Roth Capital
12/11/19 H.C. Wainwright
Evofem price target raised to $11 from $9 at H.C. Wainwright
10/16/19 Cantor Fitzgerald
Evofem assumed with an Overweight at Cantor Fitzgerald
GLUU Glu Mobile
$9.95 /

-0.34 (-3.30%)

05/29/20 Benchmark
Benchmark reiterates Buy rating on Glu Mobile after guidance hike
05/29/20 Piper Sandler
Glu Mobile outlook still conservative despite uptick, says Piper Sandler
05/11/20 Morgan Stanley
Morgan Stanley downgrades Glu Mobile after stock nearly doubled
ZM Zoom Video
$208.00 /

+3.85 (+1.89%)

RGA Reinsurance Group
$94.19 /

+2.26 (+2.46%)

MDLA Medallia
$29.48 /

-0.35 (-1.17%)

MCHP Microchip
$96.93 /

+1.23 (+1.29%)

LYFT Lyft
$31.70 /

-0.92 (-2.82%)

HQY HealthEquity
$62.45 /

+0.24 (+0.39%)

GLUU Glu Mobile
$9.95 /

-0.34 (-3.30%)

EVFM Evofem
$4.68 /

-0.41 (-8.06%)

CRWD Crowdstrike
$92.17 /

-2.675 (-2.82%)

CAKE Cheesecake Factory
$20.94 /

+0.19 (+0.92%)

AVID Avid Technology
$7.49 /

+0.04 (+0.54%)

APPS Digital Turbine
$6.86 /

+0.245 (+3.71%)

AMBA Ambarella
$61.51 /

+3.72 (+6.44%)

  • 04
    Jun
  • 02
    Jun
  • 03
    Jun
ZM Zoom Video
$208.00 /

+3.85 (+1.89%)

MDLA Medallia
$29.48 /

-0.35 (-1.17%)

LYFT Lyft
$31.70 /

-0.92 (-2.82%)

CRWD Crowdstrike
$92.17 /

-2.675 (-2.82%)

CAKE Cheesecake Factory
$20.94 /

+0.19 (+0.92%)

ZM Zoom Video
$208.00 /

+3.85 (+1.89%)

MCHP Microchip
$96.93 /

+1.23 (+1.29%)

LYFT Lyft
$31.70 /

-0.92 (-2.82%)

HQY HealthEquity
$62.45 /

+0.24 (+0.39%)

GLUU Glu Mobile
$9.95 /

-0.34 (-3.30%)

CRWD Crowdstrike
$92.17 /

-2.675 (-2.82%)

CAKE Cheesecake Factory
$20.94 /

+0.19 (+0.92%)

AVID Avid Technology
$7.49 /

+0.04 (+0.54%)

ZM Zoom Video
$208.00 /

+3.85 (+1.89%)

MDLA Medallia
$29.48 /

-0.35 (-1.17%)

MCHP Microchip
$96.93 /

+1.23 (+1.29%)

LYFT Lyft
$31.70 /

-0.92 (-2.82%)

GLUU Glu Mobile
$9.95 /

-0.34 (-3.30%)

CRWD Crowdstrike
$92.17 /

-2.675 (-2.82%)

CAKE Cheesecake Factory
$20.94 /

+0.19 (+0.92%)

APPS Digital Turbine
$6.86 /

+0.245 (+3.71%)

AMBA Ambarella
$61.51 /

+3.72 (+6.44%)

Earnings
Ambarella sees Q2 revenue $50M +/- 6%, consensus $55.54M » 16:21
06/02/20
06/02
16:21
06/02/20
16:21
AMBA

Ambarella

$61.59 /

+3.8 (+6.58%)

Sees Q2 gross margin…

Sees Q2 gross margin 59%-60.5%.

ShowHide Related Items >><<
AMBA Ambarella
$61.59 /

+3.8 (+6.58%)

AMBA Ambarella
$61.59 /

+3.8 (+6.58%)

05/29/20
Fly Intel: Top five analyst initiations
05/29/20 Baird
Ambarella initiated with a Neutral at Baird, with secular growth opps. ahead
05/28/20 Stifel
Ambarella price target raised to $62 from $60 at Stifel
05/28/20 Baird
Ambarella initiated with a Neutral at Baird
AMBA Ambarella
$61.59 /

+3.8 (+6.58%)

AMBA Ambarella
$61.59 /

+3.8 (+6.58%)

Earnings
Ambarella reports Q1 EPS 4c, consensus (1c) » 16:18
06/02/20
06/02
16:18
06/02/20
16:18
AMBA

Ambarella

$61.59 /

+3.8 (+6.58%)

Reports Q1 revenue…

Reports Q1 revenue $54.65M, consensus $54.32M. "I want to thank our employees for safely and quickly adapting to the challenging environment," said Fermi Wang, President and CEO. "The unprecedented combination of geopolitical and public health risks, and the associated economic downturn, limit visibility and cause the duration, severity and impact to be unknown. Our visual AI computer vision strategy continues to be validated, as our CV design activity remains strong and five new CV customers entered production in Q1. The long-term outlook for the higher levels of automation we enable in multiple industries remains healthy, our CV portfolio continues to expand, and with a strong and liquid balance sheet supporting our investment, we believe we are positioned to emerge stronger when the current crisis is over."

ShowHide Related Items >><<
AMBA Ambarella
$61.59 /

+3.8 (+6.58%)

AMBA Ambarella
$61.59 /

+3.8 (+6.58%)

05/29/20
Fly Intel: Top five analyst initiations
05/29/20 Baird
Ambarella initiated with a Neutral at Baird, with secular growth opps. ahead
05/28/20 Stifel
Ambarella price target raised to $62 from $60 at Stifel
05/28/20 Baird
Ambarella initiated with a Neutral at Baird
AMBA Ambarella
$61.59 /

+3.8 (+6.58%)

AMBA Ambarella
$61.59 /

+3.8 (+6.58%)

Options
Ambarella options imply 15.6% move in share price post-earnings » 15:19
06/02/20
06/02
15:19
06/02/20
15:19
AMBA

Ambarella

$60.25 /

+2.46 (+4.26%)

Pre-earnings options…

Pre-earnings options volume in Ambarella is 16.2x normal with calls leading puts 9:1. Implied volatility suggests the market is anticipating a move near 15.6%, or $9.49, after results are released. Median move over the past eight quarters is 6.2%.

ShowHide Related Items >><<
AMBA Ambarella
$60.25 /

+2.46 (+4.26%)

AMBA Ambarella
$60.25 /

+2.46 (+4.26%)

05/29/20
Fly Intel: Top five analyst initiations
05/29/20 Baird
Ambarella initiated with a Neutral at Baird, with secular growth opps. ahead
05/28/20 Stifel
Ambarella price target raised to $62 from $60 at Stifel
05/28/20 Baird
Ambarella initiated with a Neutral at Baird
AMBA Ambarella
$60.25 /

+2.46 (+4.26%)

AMBA Ambarella
$60.25 /

+2.46 (+4.26%)

Earnings
Notable companies reporting after market close » 14:19
06/02/20
06/02
14:19
06/02/20
14:19
ZM

Zoom Video

$209.03 /

+4.88 (+2.39%)

, CRWD

Crowdstrike

$92.85 /

-1.99 (-2.10%)

, HQY

HealthEquity

$62.00 /

-0.21 (-0.34%)

, MDLA

Medallia

$29.76 /

-0.07 (-0.23%)

, AMBA

Ambarella

$59.61 /

+1.82 (+3.15%)

Notable companies…

Notable companies reporting after the market close, with earnings consensus, include Zoom Video (ZM), consensus 9c... CrowdStrike (CRWD), consensus (6c)... HealthEquity (HQY), consensus 44c... Medallia (MDLA), consensus (2c)... Ambarella (AMBA), consensus (1c).

ShowHide Related Items >><<
ZM Zoom Video
$209.03 /

+4.88 (+2.39%)

MDLA Medallia
$29.76 /

-0.07 (-0.23%)

HQY HealthEquity
$62.00 /

-0.21 (-0.34%)

CRWD Crowdstrike
$92.85 /

-1.99 (-2.10%)

AMBA Ambarella
$59.61 /

+1.82 (+3.15%)

ZM Zoom Video
$209.03 /

+4.88 (+2.39%)

05/27/20 Baird
Zoom Video price target raised to $180 from $120 at Baird
05/15/20 Citi
Zoom Video initiated with a Neutral at Citi
05/04/20 Piper Sandler
Zoom Video price target raised to $144 from $110 at Piper Sandler
04/23/20 JPMorgan
Zoom Video strength related to CEO comments on user growth, says JPMorgan
CRWD Crowdstrike
$92.85 /

-1.99 (-2.10%)

06/01/20 Barclays
Crowdstrike jumps after Barclays boosts target $100 ahead of results
06/01/20 DA Davidson
Crowdstrike price target raised to $105 from $60 at DA Davidson
05/28/20 RBC Capital
Crowdstrike price target raised to $90 from $73 at RBC Capital
05/20/20 SunTrust
Crowdstrike price target raised to $95 from $80 at SunTrust
HQY HealthEquity
$62.00 /

-0.21 (-0.34%)

04/14/20 Guggenheim
Guggenheim starts HealthEquity at Buy with $56 price target
04/14/20 Guggenheim
HealthEquity initiated with a Buy at Guggenheim
04/13/20 SVB Leerink
HealthEquity initiated with a Market Perform at SVB Leerink
04/08/20 Raymond James
HealthEquity price target lowered to $75 from $90 at Raymond James
MDLA Medallia
$29.76 /

-0.07 (-0.23%)

04/13/20 Needham
Needham cuts price targets across SaaS/Application Software names
01/17/20
Fly Intel: Top five analyst initiations
01/16/20 Baird
Medallia initiated with an Outperform at Baird
12/06/19 Oppenheimer
Oppenheimer says would add to Medallia positions on any weakness
AMBA Ambarella
$59.61 /

+1.82 (+3.15%)

05/29/20
Fly Intel: Top five analyst initiations
05/29/20 Baird
Ambarella initiated with a Neutral at Baird, with secular growth opps. ahead
05/28/20 Stifel
Ambarella price target raised to $62 from $60 at Stifel
05/28/20 Baird
Ambarella initiated with a Neutral at Baird
ZM Zoom Video
$209.03 /

+4.88 (+2.39%)

MDLA Medallia
$29.76 /

-0.07 (-0.23%)

HQY HealthEquity
$62.00 /

-0.21 (-0.34%)

CRWD Crowdstrike
$92.85 /

-1.99 (-2.10%)

AMBA Ambarella
$59.61 /

+1.82 (+3.15%)

ZM Zoom Video
$209.03 /

+4.88 (+2.39%)

MDLA Medallia
$29.76 /

-0.07 (-0.23%)

CRWD Crowdstrike
$92.85 /

-1.99 (-2.10%)

ZM Zoom Video
$209.03 /

+4.88 (+2.39%)

HQY HealthEquity
$62.00 /

-0.21 (-0.34%)

CRWD Crowdstrike
$92.85 /

-1.99 (-2.10%)

ZM Zoom Video
$209.03 /

+4.88 (+2.39%)

MDLA Medallia
$29.76 /

-0.07 (-0.23%)

CRWD Crowdstrike
$92.85 /

-1.99 (-2.10%)

AMBA Ambarella
$59.61 /

+1.82 (+3.15%)

Hot Stocks
Monolithic Power signs distribution agreement with Farnell electronics » 09:05
06/02/20
06/02
09:05
06/02/20
09:05
MPWR

Monolithic Power

$213.45 /

+3.73 (+1.78%)

Monolithic Power is…

Monolithic Power is entering into a distribution agreement with Farnell Electronics, a global, online distributor specializing in distribution of technology products, services, and solutions for electronic systems design. This partnership will give customers access to MPS's portfolio of integrated power solutions in industrial applications, telecom infrastructures, cloud computing, automotive, and consumer applications. This distribution agreement will allow MPS to leverage Farnell's experience to provide power product offerings to customers.

ShowHide Related Items >><<
MPWR Monolithic Power
$213.45 /

+3.73 (+1.78%)

MPWR Monolithic Power
$213.45 /

+3.73 (+1.78%)

04/29/20 Oppenheimer
Monolithic Power price target raised to $210 from $200 at Oppenheimer
04/29/20 Cowen
Monolithic Power price target raised to $215 from $200 at Cowen
04/29/20 Deutsche Bank
Monolithic Power price target raised to $205 from $185 at Deutsche Bank
04/29/20 Raymond James
Monolithic Power price target raised to $215 from $190 at Raymond James
MPWR Monolithic Power
$213.45 /

+3.73 (+1.78%)

MPWR Monolithic Power
$213.45 /

+3.73 (+1.78%)

Recommendations
Nomura stays selective in Semis, keeps Buys on AMD and Intel » 08:59
06/02/20
06/02
08:59
06/02/20
08:59
AMD

AMD

$53.64 /

+0.09 (+0.17%)

, INTC

Intel

$61.84 /

-1 (-1.59%)

, AMAT

Applied Materials

$55.70 /

-0.46 (-0.82%)

, LRCX

Lam Research

$270.93 /

-3.08 (-1.12%)

, KLAC

KLA Corp.

$175.98 /

+0.13 (+0.07%)

While "solid memory…

While "solid memory growth appears to be propping overall chip growth numbers," several of the broader chip categories, like microcontrollers, analog and discretes, showed worse year-over-year declines in April than in March, Nomura Instinet analyst David Wong tells investors in a research note. The analyst continues to sees risk that electronics end-market demand will remain soft or possibly weaken further in many semiconductor end markets over the next several months. As such, Wong remains selective in his stock picks. The analyst continues to have a positive view on microprocessor stocks, with Buy ratings on Intel (INTC) and AMD (AMD), and semiconductor equipment stocks, with Buy ratings on Applied Materials (AMAT), Lam Research (LRCX) and KLA Corp. (KLAC).

ShowHide Related Items >><<
LRCX Lam Research
$270.93 /

-3.08 (-1.12%)

KLAC KLA Corp.
$175.98 /

+0.13 (+0.07%)

INTC Intel
$61.84 /

-1 (-1.59%)

AMD AMD
$53.64 /

+0.09 (+0.17%)

AMAT Applied Materials
$55.70 /

-0.46 (-0.82%)

AMD AMD
$53.64 /

+0.09 (+0.17%)

06/01/20 Northland
Northland sees strong second half ahead for AMD
05/15/20 Piper Sandler
Piper survey finds people are playing more video games during COVID-19
05/01/20 Loop Capital
AMD price target raised to $60 from $54 at Loop Capital
04/30/20 Argus
AMD price target raised to $66 from $60 at Argus
INTC Intel
$61.84 /

-1 (-1.59%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
AMAT Applied Materials
$55.70 /

-0.46 (-0.82%)

05/26/20
Fly Intel: Top five analyst initiations
05/26/20 Barclays
Applied Materials initiated with an Equal Weight at Barclays
05/15/20
Fly Intel: Top five analyst upgrades
05/15/20 DA Davidson
Applied Materials price target raised to $55 from $50 at DA Davidson
LRCX Lam Research
$270.93 /

-3.08 (-1.12%)

05/26/20 Barclays
Lam Research initiated with an Overweight at Barclays
05/18/20 Citi
Citi opens 'Negative Catalyst Watch' on Lam Research, positive Watch on KLA
04/23/20 DA Davidson
Lam Research price target raised to $270 from $250 at DA Davidson
04/23/20 Wells Fargo
Lam Research price target raised to $270 from $210 at Wells Fargo
KLAC KLA Corp.
$175.98 /

+0.13 (+0.07%)

05/26/20 Barclays
KLA Corp. initiated with an Equal Weight at Barclays
05/06/20 Wells Fargo
KLA Corp. price target raised to $160 from $140 at Wells Fargo
05/06/20 KeyBanc
KLA Corp. price target lowered to $182 from $204 at KeyBanc
LRCX Lam Research
$270.93 /

-3.08 (-1.12%)

KLAC KLA Corp.
$175.98 /

+0.13 (+0.07%)

INTC Intel
$61.84 /

-1 (-1.59%)

AMD AMD
$53.64 /

+0.09 (+0.17%)

AMAT Applied Materials
$55.70 /

-0.46 (-0.82%)

LRCX Lam Research
$270.93 /

-3.08 (-1.12%)

INTC Intel
$61.84 /

-1 (-1.59%)

AMD AMD
$53.64 /

+0.09 (+0.17%)

AMAT Applied Materials
$55.70 /

-0.46 (-0.82%)

LRCX Lam Research
$270.93 /

-3.08 (-1.12%)

INTC Intel
$61.84 /

-1 (-1.59%)

AMD AMD
$53.64 /

+0.09 (+0.17%)

AMAT Applied Materials
$55.70 /

-0.46 (-0.82%)

LRCX Lam Research
$270.93 /

-3.08 (-1.12%)

INTC Intel
$61.84 /

-1 (-1.59%)

AMD AMD
$53.64 /

+0.09 (+0.17%)

AMAT Applied Materials
$55.70 /

-0.46 (-0.82%)

INTC Intel
$61.84 /

-1 (-1.59%)

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