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Hot Stocks
Fly Intel: Top five weekend stock stories » 20:10
09/11/22
09/11
20:10
09/11/22
20:10
DIS

Disney

$115.20 /

+2.88 (+2.56%)

, KLAC

KLA Corp.

$358.81 /

+7.475 (+2.13%)

, LRCX

Lam Research

$450.84 /

+11.84 (+2.70%)

, AMAT

Applied Materials

$96.52 /

+2.75 (+2.93%)

, NVDA

Nvidia

$143.87 /

+3.96 (+2.83%)

, AMD

AMD

$85.46 /

+2.68 (+3.24%)

, VWAGY

Volkswagen

$18.53 /

-0.28 (-1.49%)

, POAHY

Porsche

$6.71 /

+0.02 (+0.30%)

, POOL

Pool Corp.

$355.99 /

+4.45 (+1.27%)

, IHS

IHS Holding

$6.26 /

+0.1 (+1.62%)

Catch up on the…

Catch up on the weekend's top five stories with this list compiled by The Fly: 1. Walt Disney (DIS) Chief Executive Officer Bob Chapek said the ESPN sports networks are critical to his overall vision of the company, one that involves more direct connections to consumers, including wagering on sports, Bloomberg's Christopher Palmeri and Thomas Buckley report. "Sports betting is a part of what our younger, say, under-35 sports audience is telling us they want as part of their sports lifestyle," Chapek said in an interview at Disney's D23 fan event in Anaheim, California. Asked if the company was developing an ESPN sports-betting app, Chapek said that, "We're working very hard on that." This comes as activist investor Daniel Loeb backs off from pushing Walt Disney to spin off ESPN, saying he has a "better understanding" of ESPN's potential for the company's growth. 2. The Biden administration plans next month to broaden curbs on U.S shipments to China of semiconductors used for artificial intelligence and chipmaking tools, Reuters' Karen Freifeld and Alexandra Alper report, citing people familiar with the matter. The Commerce Department intends to publish new regulations based on restrictions communicated in letters earlier this year to three U.S. companies -- KLA Corp (KLAC), Lam Research Corp (LRCX) and Applied Materials Inc (AMAT), the people said. The plan for new rules has not been previously reported. The rules would also codify restrictions in Commerce Department letters sent to Nvidia (NVDA) and AMD (AMD) last month instructing them to halt shipments of several artificial intelligence computing chips to China unless they obtain licenses, the authors note. 3. Volkswagen (VWAGY) plans to address its low valuation with an initial public offering in late September of early October of a 25% stake in its Porsche (POAHY)division, Andrew Bary writes in this week's edition of Barron's. A successful offering would be a positive catalyst for VW's stock, the author notes. Porsche could be valued at $60 billion to $85 billion, based on published reports, close to Volkswagen's current market value of $87 billion. 4. Disney's new horror movie "Barbarian" won quiet weekend at the North American box office with a domestically debut of $10M from 2,340 theaters. The movie earned a C+ CinemaScore from audiences and sports a 92% critics' score on Rotten Tomatoes. "Barbarian" following a young woman arriving late at night to a rental home in a rundown Detroit neighborhood only to find it occupied by another renter. 5. IHS Holding (IHS) and Pool Corp. (POOL) saw positive mentions in this week's edition of Barron's.

ShowHide Related Items >><<
VWAGY Volkswagen
$18.53 /

-0.28 (-1.49%)

POOL Pool Corp.
$355.99 /

+4.45 (+1.27%)

POAHY Porsche
$6.71 /

+0.02 (+0.30%)

NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

IHS IHS Holding
$6.26 /

+0.1 (+1.62%)

DIS Disney
$115.20 /

+2.88 (+2.56%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

AMAT Applied Materials
$96.52 /

+2.75 (+2.93%)

DIS Disney
$115.20 /

+2.88 (+2.56%)

08/22/22 Evercore ISI
Evercore says Apple getting NFL Sunday Ticket rights makes sense
08/11/22 Credit Suisse
Disney price target lowered to $157 from $170 at Credit Suisse
08/11/22 JPMorgan
Disney price target lowered to $160 from $175 at JPMorgan
08/11/22 KeyBanc
Disney price target raised to $154 from $131 at KeyBanc
KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

08/24/22 Citi
Server DRAM prices have dropped below $100, says Citi
07/29/22 Deutsche Bank
KLA Corp. price target raised to $400 from $385 at Deutsche Bank
07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

07/28/22 DA Davidson
Lam Research price target lowered to $550 from $575 at DA Davidson
07/28/22 Wells Fargo
Lam Research price target raised to $475 from $460 at Wells Fargo
07/28/22 Cowen
Lam Research price target lowered to $620 from $800 at Cowen
AMAT Applied Materials
$96.52 /

+2.75 (+2.93%)

08/22/22 Citi
Applied Materials price target lowered to $150 from $160 at Citi
08/21/22 BofA
Applied Materials price target raised to $125 from $118 at BofA
08/19/22 Craig-Hallum
Applied Materials price target lowered to $126 from $145 at Craig-Hallum
NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

09/09/22 Evercore ISI
Nvidia risk/reward at $135 'extremely attractive,' says Evercore ISI
09/07/22 Stifel
Stifel starts AMD at Buy with $122 price target
09/07/22 Stifel
Stifel starts Nvidia at Hold with $165 price target
09/07/22 Stifel
Nvidia initiated with a Hold at Stifel
AMD AMD
$85.46 /

+2.68 (+3.24%)

09/07/22 Stifel
AMD initiated with a Buy at Stifel
08/30/22 Citi
Citi sees PHLX Semiconductor Sector Index to hit new lows, fall another 25%
08/03/22 Northland
AMD price target raised to $105 from $95 at Northland
VWAGY Volkswagen
$18.53 /

-0.28 (-1.49%)

08/01/22 RBC Capital
Volkswagen price target raised to EUR 316 from EUR 310 at RBC Capital
07/07/22 UBS
Volkswagen price target lowered to EUR 230 from EUR 280 at UBS
05/31/22 HSBC
Volkswagen upgraded to Buy from Hold at HSBC
05/19/22 Barclays
Volkswagen price target lowered to EUR 225 from EUR 295 at Barclays
POAHY Porsche
$6.71 /

+0.02 (+0.30%)

05/17/22 Bernstein
Porsche initiated with an Underperform at Bernstein
11/16/21 Roth Capital
European Sustainable Growth Acquisition Corp. initiated with a Buy at Roth Capital
09/21/21 DZ Bank
Porsche initiated with a Buy at DZ Bank
POOL Pool Corp.
$355.99 /

+4.45 (+1.27%)

08/17/22 Deutsche Bank
Pool Corp. initiated with a Hold at Deutsche Bank
07/25/22 Stifel
Leslie's price target lowered to $22 from $25 at Stifel
07/22/22 Stifel
Pool Corp. price target lowered to $415 from $490 at Stifel
07/14/22 Baird
Baird downgrades trio of industrial distribution stocks on recession risk
IHS IHS Holding
$6.26 /

+0.1 (+1.62%)

08/17/22 Cowen
IHS Holding price target raised to $27 from $26 at Cowen
08/17/22 Barclays
IHS Holding price target lowered to $17 from $21 at Barclays
06/10/22 Tigress Financial
IHS Holding initiated with a Buy at Tigress Financial
04/04/22 Citi
IHS Holding price target lowered to $16 from $21 at Citi
VWAGY Volkswagen
$18.53 /

-0.28 (-1.49%)

POOL Pool Corp.
$355.99 /

+4.45 (+1.27%)

POAHY Porsche
$6.71 /

+0.02 (+0.30%)

NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

IHS IHS Holding
$6.26 /

+0.1 (+1.62%)

DIS Disney
$115.20 /

+2.88 (+2.56%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

AMAT Applied Materials
$96.52 /

+2.75 (+2.93%)

  • 14
    Oct
VWAGY Volkswagen
$18.53 /

-0.28 (-1.49%)

POOL Pool Corp.
$355.99 /

+4.45 (+1.27%)

POAHY Porsche
$6.71 /

+0.02 (+0.30%)

NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

IHS IHS Holding
$6.26 /

+0.1 (+1.62%)

DIS Disney
$115.20 /

+2.88 (+2.56%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

VWAGY Volkswagen
$18.53 /

-0.28 (-1.49%)

POOL Pool Corp.
$355.99 /

+4.45 (+1.27%)

POAHY Porsche
$6.71 /

+0.02 (+0.30%)

NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

IHS IHS Holding
$6.26 /

+0.1 (+1.62%)

DIS Disney
$115.20 /

+2.88 (+2.56%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

AMAT Applied Materials
$96.52 /

+2.75 (+2.93%)

POOL Pool Corp.
$355.99 /

+4.45 (+1.27%)

NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

IHS IHS Holding
$6.26 /

+0.1 (+1.62%)

DIS Disney
$115.20 /

+2.88 (+2.56%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

AMAT Applied Materials
$96.52 /

+2.75 (+2.93%)

Periodicals
Biden to hit China with broader curbs on U.S. chip, tool exports, Reuters says » 19:40
09/11/22
09/11
19:40
09/11/22
19:40
KLAC

KLA Corp.

$358.81 /

+7.475 (+2.13%)

, AMT

American Tower

$261.67 /

-0.1 (-0.04%)

, LRCX

Lam Research

$450.84 /

+11.84 (+2.70%)

, NVDA

Nvidia

$143.87 /

+3.96 (+2.83%)

, AMD

AMD

$85.46 /

+2.68 (+3.24%)

The Biden administration…

The Biden administration plans next month to broaden curbs on U.S shipments to China of semiconductors used for artificial intelligence and chipmaking tools, Reuters' Karen Freifeld and Alexandra Alper report, citing people familiar with the matter. The Commerce Department intends to publish new regulations based on restrictions communicated in letters earlier this year to three U.S. companies -- KLA Corp (KLAC), Lam Research Corp (LRCX) and Applied Materials (AMAT), the people said. The plan for new rules has not been previously reported. The rules would also codify restrictions in Commerce Department letters sent to Nvidia (NVDA) and AMD (AMD) last month instructing them to halt shipments of several artificial intelligence computing chips to China unless they obtain licenses, the authors note. Reference Link

ShowHide Related Items >><<
NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

AMT American Tower
$261.67 /

-0.1 (-0.04%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

08/24/22 Citi
Server DRAM prices have dropped below $100, says Citi
07/29/22 Deutsche Bank
KLA Corp. price target raised to $400 from $385 at Deutsche Bank
07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
AMT American Tower
$261.67 /

-0.1 (-0.04%)

09/08/22 JPMorgan
JPMorgan 'incrementally positive' on American Tower after CFO meeting
08/26/22 Barclays
American Tower price target raised to $290 from $284 at Barclays
07/29/22 Deutsche Bank
American Tower price target raised to $285 from $270 at Deutsche Bank
07/19/22 Wells Fargo
SBA Communications price target lowered to $355 from $390 at Wells Fargo
LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

07/28/22 DA Davidson
Lam Research price target lowered to $550 from $575 at DA Davidson
07/28/22 Wells Fargo
Lam Research price target raised to $475 from $460 at Wells Fargo
07/28/22 Cowen
Lam Research price target lowered to $620 from $800 at Cowen
NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

09/09/22 Evercore ISI
Nvidia risk/reward at $135 'extremely attractive,' says Evercore ISI
09/07/22 Stifel
Stifel starts AMD at Buy with $122 price target
09/07/22 Stifel
Stifel starts Nvidia at Hold with $165 price target
09/07/22 Stifel
Nvidia initiated with a Hold at Stifel
AMD AMD
$85.46 /

+2.68 (+3.24%)

09/07/22 Stifel
AMD initiated with a Buy at Stifel
08/30/22 Citi
Citi sees PHLX Semiconductor Sector Index to hit new lows, fall another 25%
08/03/22 Northland
AMD price target raised to $105 from $95 at Northland
NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

AMT American Tower
$261.67 /

-0.1 (-0.04%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

  • 03
    Jun
NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

NVDA Nvidia
$143.87 /

+3.96 (+2.83%)

LRCX Lam Research
$450.84 /

+11.84 (+2.70%)

KLAC KLA Corp.
$358.81 /

+7.475 (+2.13%)

AMT American Tower
$261.67 /

-0.1 (-0.04%)

AMD AMD
$85.46 /

+2.68 (+3.24%)

Over a month ago
Recommendations
Server DRAM prices have dropped below $100, says Citi » 11:31
08/24/22
08/24
11:31
08/24/22
11:31
AMAT

Applied Materials

$101.87 /

+0.28 (+0.28%)

, LRCX

Lam Research

$464.00 /

-0.15 (-0.03%)

, NVDA

Nvidia

$173.24 /

+1.41 (+0.82%)

, MRVL

Marvell

$52.36 /

+0.78 (+1.51%)

, KLAC

KLA Corp.

$364.75 /

+2.08 (+0.57%)

Recent U.S. supply chain…

Recent U.S. supply chain discussions indicate a "sharp drop" in server DRAM price expectations at memory makers in Q3 as some U.S. hyperscalers are asking for prices below $100 per 32GB and memory makers get aggressive to lower inventories, Citi analyst Atif Malik tells investors in a research note. While the fall in server DRAM prices is in-line with Citi's global memory team's recent price cuts, server DRAM prices troughed $100 in the last 2019 DRAM cycle which had higher hyperscale channel inventories of 14 weeks versus 10-12 weeks currently, says the analyst. He believes a bottom in DRAM prices in Q3 would be supportive of the view that the equipment group also forms a bottom sometime in September or October along with 2023 estimate revisions.

ShowHide Related Items >><<
NVDA Nvidia
$173.24 /

+1.41 (+0.82%)

MRVL Marvell
$52.36 /

+0.78 (+1.51%)

LRCX Lam Research
$464.00 /

-0.15 (-0.03%)

KLAC KLA Corp.
$364.75 /

+2.08 (+0.57%)

AMAT Applied Materials
$101.87 /

+0.28 (+0.28%)

AMAT Applied Materials
$101.87 /

+0.28 (+0.28%)

08/22/22 Citi
Applied Materials price target lowered to $150 from $160 at Citi
08/21/22 BofA
Applied Materials price target raised to $125 from $118 at BofA
08/19/22 Craig-Hallum
Applied Materials price target lowered to $126 from $145 at Craig-Hallum
08/19/22 Needham
Applied Materials price target lowered to $125 from $130 at Needham
LRCX Lam Research
$464.00 /

-0.15 (-0.03%)

07/28/22 DA Davidson
Lam Research price target lowered to $550 from $575 at DA Davidson
07/28/22 Wells Fargo
Lam Research price target raised to $475 from $460 at Wells Fargo
07/28/22 Cowen
Lam Research price target lowered to $620 from $800 at Cowen
07/28/22 Mizuho
Lam Research price target lowered to $650 from $675 at Mizuho
NVDA Nvidia
$173.24 /

+1.41 (+0.82%)

08/09/22 Truist
Nvidia price target lowered to $216 from $283 at Truist
08/09/22 Susquehanna
Nvidia price target lowered to $210 from $220 at Susquehanna
08/09/22 Mizuho
Nvidia price target lowered to $250 from $290 at Mizuho
08/08/22 Summit Insights
Nvidia underestimated its exposure to crypto mining, says Summit Insights
MRVL Marvell
$52.36 /

+0.78 (+1.51%)

08/18/22 Susquehanna
Marvell results expected to be inline but story intact, says Susquehanna
07/25/22 Barclays
Marvell price target lowered to $60 from $80 at Barclays
07/21/22 Benchmark
Marvell assumed with a Buy at Benchmark
07/20/22 Deutsche Bank
Marvell price target lowered to $65 from $75 at Deutsche Bank
KLAC KLA Corp.
$364.75 /

+2.08 (+0.57%)

07/29/22 Deutsche Bank
KLA Corp. price target raised to $400 from $385 at Deutsche Bank
07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
07/18/22 Deutsche Bank
KLA Corp. price target lowered to $385 from $425 at Deutsche Bank
NVDA Nvidia
$173.24 /

+1.41 (+0.82%)

MRVL Marvell
$52.36 /

+0.78 (+1.51%)

LRCX Lam Research
$464.00 /

-0.15 (-0.03%)

KLAC KLA Corp.
$364.75 /

+2.08 (+0.57%)

AMAT Applied Materials
$101.87 /

+0.28 (+0.28%)

NVDA Nvidia
$173.24 /

+1.41 (+0.82%)

LRCX Lam Research
$464.00 /

-0.15 (-0.03%)

AMAT Applied Materials
$101.87 /

+0.28 (+0.28%)

NVDA Nvidia
$173.24 /

+1.41 (+0.82%)

MRVL Marvell
$52.36 /

+0.78 (+1.51%)

LRCX Lam Research
$464.00 /

-0.15 (-0.03%)

KLAC KLA Corp.
$364.75 /

+2.08 (+0.57%)

AMAT Applied Materials
$101.87 /

+0.28 (+0.28%)

NVDA Nvidia
$173.24 /

+1.41 (+0.82%)

MRVL Marvell
$52.36 /

+0.78 (+1.51%)

LRCX Lam Research
$464.00 /

-0.15 (-0.03%)

KLAC KLA Corp.
$364.75 /

+2.08 (+0.57%)

AMAT Applied Materials
$101.87 /

+0.28 (+0.28%)

Conference/Events
UBS tech/semiconductors analysts to hold analyst/industry conference call » 08:15
07/29/22
07/29
08:15
07/29/22
08:15
INTC

Intel

$39.70 /

-0.46 (-1.15%)

, KLAC

KLA Corp.

$370.18 /

+9.28 (+2.57%)

Technology/Semiconductors…

Technology/Semiconductors Analysts provide a recap of KLA Corp's 4Q reported earnings and Intel's 2Q reported earnings on an Analyst/Industry conference call to be held on July 29 at 8:30 am. Webcast Link

ShowHide Related Items >><<
KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

07/29/22 Wedbush
Intel price target lowered to $35 from $44 at Wedbush
07/29/22 Truist
Intel price target lowered to $40 from $49 at Truist
07/29/22 Deutsche Bank
Intel price target lowered to $38 from $45 at Deutsche Bank
07/29/22 Roth Capital
Intel price target lowered to $40 from $48 at Roth Capital
KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

07/29/22 Deutsche Bank
KLA Corp. price target raised to $400 from $385 at Deutsche Bank
07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
07/18/22 Deutsche Bank
KLA Corp. price target lowered to $385 from $425 at Deutsche Bank
KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

Recommendations
KLA Corp. price target raised to $400 from $385 at Deutsche Bank » 07:24
07/29/22
07/29
07:24
07/29/22
07:24
KLAC

KLA Corp.

$370.18 /

+9.28 (+2.57%)

Deutsche Bank analyst…

Deutsche Bank analyst Sidney Ho raised the firm's price target on KLA Corp. to $400 from $385 and keeps a Buy rating on the shares. KLA delivered a beat and raise as it benefitted from the robust demand despite supply chain headwinds, Ho tells investors in a research note. The analyst views KLA as one of the best defensive plays in an uncertain wafer fab equipment environment.

ShowHide Related Items >><<
KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
07/18/22 Deutsche Bank
KLA Corp. price target lowered to $385 from $425 at Deutsche Bank
07/15/22 Goldman Sachs
KLA Corp. price target lowered to $344 from $437 at Goldman Sachs
KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

Conference/Events
UBS tech/semiconductors analysts to hold analyst/industry conference call » 04:55
07/29/22
07/29
04:55
07/29/22
04:55
INTC

Intel

$39.70 /

-0.46 (-1.15%)

, KLAC

KLA Corp.

$370.18 /

+9.28 (+2.57%)

Technology/Semiconductors…

Technology/Semiconductors Analysts provide a recap of KLA Corp's 4Q reported earnings and Intel's 2Q reported earnings on an Analyst/Industry conference call to be held on July 29 at 8:30 am. Webcast Link

ShowHide Related Items >><<
KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

07/27/22 Baird
CHIPS Act could have deflationary impact on semiconductors, says Baird
07/21/22 Citi
Citi opens 'negative catalyst watch' on Intel into earnings
07/20/22 Deutsche Bank
Intel price target lowered to $45 from $55 at Deutsche Bank
07/19/22 Susquehanna
Intel price target lowered to $40 from $42 at Susquehanna
KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
07/18/22 Deutsche Bank
KLA Corp. price target lowered to $385 from $425 at Deutsche Bank
07/15/22 Goldman Sachs
KLA Corp. price target lowered to $344 from $437 at Goldman Sachs
KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

KLAC KLA Corp.
$370.18 /

+9.28 (+2.57%)

INTC Intel
$39.70 /

-0.46 (-1.15%)

Earnings
KLA Corp. sees Q1 adjusted EPS $5.70-$6.80, consensus $5.81 » 16:06
07/28/22
07/28
16:06
07/28/22
16:06
KLAC

KLA Corp.

$370.05 /

+9.15 (+2.54%)

Sees Q1 revenue…

Sees Q1 revenue $2.475B-$2.725B, consensus $2.52B.

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KLAC KLA Corp.
$370.05 /

+9.15 (+2.54%)

KLAC KLA Corp.
$370.05 /

+9.15 (+2.54%)

07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
07/18/22 Deutsche Bank
KLA Corp. price target lowered to $385 from $425 at Deutsche Bank
07/15/22 Goldman Sachs
KLA Corp. price target lowered to $344 from $437 at Goldman Sachs
KLAC KLA Corp.
$370.05 /

+9.15 (+2.54%)

KLAC KLA Corp.
$370.05 /

+9.15 (+2.54%)

KLAC KLA Corp.
$370.05 /

+9.15 (+2.54%)

KLAC KLA Corp.
$370.05 /

+9.15 (+2.54%)

Earnings
KLA Corp. reports Q4 adjusted EPS $5.81, consensus $5.50 » 16:05
07/28/22
07/28
16:05
07/28/22
16:05
KLAC

KLA Corp.

$369.47 /

+8.565 (+2.37%)

Reports Q4 revenue…

Reports Q4 revenue $2.49B, consensus $2.43B.

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KLAC KLA Corp.
$369.47 /

+8.565 (+2.37%)

KLAC KLA Corp.
$369.47 /

+8.565 (+2.37%)

07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
07/18/22 Deutsche Bank
KLA Corp. price target lowered to $385 from $425 at Deutsche Bank
07/15/22 Goldman Sachs
KLA Corp. price target lowered to $344 from $437 at Goldman Sachs
KLAC KLA Corp.
$369.47 /

+8.565 (+2.37%)

KLAC KLA Corp.
$369.47 /

+8.565 (+2.37%)

KLAC KLA Corp.
$369.47 /

+8.565 (+2.37%)

KLAC KLA Corp.
$369.47 /

+8.565 (+2.37%)

Options
KLA-Tencor options imply 3.1% move in share price post-earnings » 15:25
07/28/22
07/28
15:25
07/28/22
15:25
KLAC

KLA Corp.

$369.22 /

+8.32 (+2.31%)

Pre-earnings options…

Pre-earnings options volume in KLA-Tencor is normal with puts leading calls 9:7. Implied volatility suggests the market is anticipating a move near 3.1%, or $11.35, after results are released. Median move over the past eight quarters is 3.7%.

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KLAC KLA Corp.
$369.22 /

+8.32 (+2.31%)

KLAC KLA Corp.
$369.22 /

+8.32 (+2.31%)

07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
07/18/22 Deutsche Bank
KLA Corp. price target lowered to $385 from $425 at Deutsche Bank
07/15/22 Goldman Sachs
KLA Corp. price target lowered to $344 from $437 at Goldman Sachs
KLAC KLA Corp.
$369.22 /

+8.32 (+2.31%)

KLAC KLA Corp.
$369.22 /

+8.32 (+2.31%)

KLAC KLA Corp.
$369.22 /

+8.32 (+2.31%)

KLAC KLA Corp.
$369.22 /

+8.32 (+2.31%)

Earnings
Notable companies reporting after market close » 13:39
07/28/22
07/28
13:39
07/28/22
13:39
AAPL

Apple

$157.03 /

+0.39 (+0.25%)

, AMZN

Amazon.com

$121.53 /

+0.57 (+0.47%)

, INTC

Intel

$39.81 /

-0.35 (-0.87%)

, EW

Edwards Lifesciences

$107.20 /

+1.705 (+1.62%)

, KLAC

KLA Corp.

$365.77 /

+4.87 (+1.35%)

, DXCM

DexCom

$86.15 /

+0.37 (+0.43%)

, VFC

VF Corp.

$47.97 /

+1.08 (+2.30%)

, ROKU

Roku

$85.52 /

-1.345 (-1.55%)

, ZEN

Zendesk

$75.09 /

+0.15 (+0.20%)

, FSLR

First Solar

$87.93 /

+11.14 (+14.51%)

, TXRH

Texas Roadhouse

$87.06 /

+1.86 (+2.18%)

, INFN

Infinera

$6.23 /

-0.035 (-0.56%)

Notable companies…

Notable companies reporting after the market close, with earnings consensus, include Apple (AAPL), consensus $1.16... Amazon (AMZN), consensus 13c... Intel (INTC), consensus 69c... Edward Lifesciences (EW), consensus 64c... KLA Corp. (KLAC), consensus $5.50... DexCom (DXCM), consensus 19c... V.F. Corp. (VFC), consensus 13c... Roku (ROKU), consensus (68c)... Zendesk (ZEN), consensus 12c... First Solar (FSLR), consensus 23c... Texas Roadhouse (TXRH), consensus $1.01... Infinera (INFN), consensus (8c)... 2U (TWOU), consensus (19c).

ShowHide Related Items >><<
ZEN Zendesk
$75.09 /

+0.15 (+0.20%)

VFC VF Corp.
$47.97 /

+1.08 (+2.30%)

TXRH Texas Roadhouse
$87.06 /

+1.86 (+2.18%)

ROKU Roku
$85.52 /

-1.345 (-1.55%)

KLAC KLA Corp.
$365.77 /

+4.87 (+1.35%)

INTC Intel
$39.81 /

-0.35 (-0.87%)

INFN Infinera
$6.23 /

-0.035 (-0.56%)

FSLR First Solar
$87.93 /

+11.14 (+14.51%)

EW Edwards Lifesciences
$107.20 /

+1.705 (+1.62%)

DXCM DexCom
$86.15 /

+0.37 (+0.43%)

AMZN Amazon.com
$121.53 /

+0.57 (+0.47%)

AAPL Apple
$157.03 /

+0.39 (+0.25%)

AAPL Apple
$157.03 /

+0.39 (+0.25%)

07/26/22 Itau BBA
Apple initiated with an Underperform at Itau BBA
07/26/22 BofA
Apple price target lowered to $185 from $200 at BofA
07/25/22 Deutsche Bank
Apple results should be better than peers, says Deutsche Bank
07/21/22 Morgan Stanley
Subscription shift could add $1T to Apple market cap, says Morgan Stanley
AMZN Amazon.com
$121.53 /

+0.57 (+0.47%)

07/27/22 Stifel
Oak Street Health price target raised to $35 from $25 at Stifel
07/26/22 Itau BBA
Amazon.com initiated with an Outperform at Itau BBA
07/26/22 Morgan Stanley
Walmart guide down a 'potential warning signal' for Amazon, says Morgan Stanley
07/26/22 Credit Suisse
Amazon.com price target lowered to $170 from $185 at Credit Suisse
INTC Intel
$39.81 /

-0.35 (-0.87%)

07/27/22 Baird
CHIPS Act could have deflationary impact on semiconductors, says Baird
07/21/22 Citi
Citi opens 'negative catalyst watch' on Intel into earnings
07/20/22 Deutsche Bank
Intel price target lowered to $45 from $55 at Deutsche Bank
07/19/22 Susquehanna
Intel price target lowered to $40 from $42 at Susquehanna
EW Edwards Lifesciences
$107.20 /

+1.705 (+1.62%)

07/20/22 Truist
Edwards Lifesciences price target lowered to $120 from $140 at Truist
07/18/22 Stifel
Edwards Lifesciences price target lowered to $115 from $128 at Stifel
07/11/22 Cowen
Edwards Lifesciences price target lowered to $125 from $140 at Cowen
07/05/22 Evercore ISI
Evercore adds Edwards Lifesciences to 'Tactical Underperform' list, trims target
KLAC KLA Corp.
$365.77 /

+4.87 (+1.35%)

07/25/22 Morgan Stanley
KLA Corp. price target raised to $377 from $373 at Morgan Stanley
07/25/22 Barclays
KLA Corp. price target lowered to $325 from $365 at Barclays
07/18/22 Deutsche Bank
KLA Corp. price target lowered to $385 from $425 at Deutsche Bank
07/15/22 Goldman Sachs
KLA Corp. price target lowered to $344 from $437 at Goldman Sachs
DXCM DexCom
$86.15 /

+0.37 (+0.43%)

07/15/22 Bernstein
DexCom initiated with an Outperform at Bernstein
06/24/22 BTIG
DexCom price target lowered to $105 from $135 at BTIG
06/01/22 Lake Street
Abbott approval for Libre 3 'a huge positive' for Tandem, says Lake Street
05/31/22 Piper Sandler
Abbott approval bodes well for DexCom, Tandem, says Piper Sandler
VFC VF Corp.
$47.97 /

+1.08 (+2.30%)

07/25/22 Deutsche Bank
VF Corp. price target lowered to $59 from $67 at Deutsche Bank
07/21/22 BTIG
VF Corp. price target lowered to $67 from $71 at BTIG
07/21/22 Goldman Sachs
VF Corp. price target lowered to $35 from $40 at Goldman Sachs
07/20/22 Stifel
VF Corp. price target raised to $43 from $42 at Stifel
ROKU Roku
$85.52 /

-1.345 (-1.55%)

07/27/22 Benchmark
Roku price target lowered to $150 from $240 at Benchmark
07/27/22 Truist
Roku price target lowered to $120 from $150 at Truist
07/27/22 Macquarie
Roku estimates cut at Macquarie ahead of Q2 report
07/26/22 Raymond James
Raymond James starts Roku at Market Perform on less favorable near-term
ZEN Zendesk
$75.09 /

+0.15 (+0.20%)

07/26/22 William Blair
William Blair downgrades Zendesk on low probability of competing bid
07/26/22 Stifel
Zendesk downgraded to Hold from Buy at Stifel
07/26/22 William Blair
Zendesk downgraded to Market Perform from Outperform at William Blair
07/26/22 JMP Securities
Zendesk downgraded to Market Perform from Outperform at JMP Securities
FSLR First Solar
$87.93 /

+11.14 (+14.51%)

07/20/22 JPMorgan
First Solar price target raised to $73 from $69 at JPMorgan
07/19/22 Evercore ISI
First Solar removed from 'Tactical Outperform' list at Evercore ISI
07/18/22 BofA
BofA ticks up First Solar target, 'cautiously optimistic' on margins
06/29/22 Roth Capital
Roth sees CBP requiring quartzite docs as 'major problem' for solar industry
TXRH Texas Roadhouse
$87.06 /

+1.86 (+2.18%)

07/26/22 UBS
Texas Roadhouse price target lowered to $104 from $108 at UBS
07/18/22 Morgan Stanley
Texas Roadhouse price target lowered to $89 from $97 at Morgan Stanley
07/12/22 Deutsche Bank
Texas Roadhouse price target lowered to $91 from $107 at Deutsche Bank
07/08/22 Wedbush
Wedbush sees Dine Brands, Wingsstop, Wendy's as Best Ideas in restaurants
INFN Infinera
$6.23 /

-0.035 (-0.56%)

07/14/22 JPMorgan
Infinera price target lowered to $6.50 from $7.50 at JPMorgan
07/14/22 Citi
Infinera price target lowered to $6.50 from $9 at Citi
05/04/22 B. Riley
Infinera price target lowered to $11 from $12.50 at B. Riley
05/04/22 Citi
Infinera price target lowered to $9 from $10.50 at Citi
ZEN Zendesk
$75.09 /

+0.15 (+0.20%)

VFC VF Corp.
$47.97 /

+1.08 (+2.30%)

TXRH Texas Roadhouse
$87.06 /

+1.86 (+2.18%)

ROKU Roku
$85.52 /

-1.345 (-1.55%)

KLAC KLA Corp.
$365.77 /

+4.87 (+1.35%)

INTC Intel
$39.81 /

-0.35 (-0.87%)

INFN Infinera
$6.23 /

-0.035 (-0.56%)

FSLR First Solar
$87.93 /

+11.14 (+14.51%)

EW Edwards Lifesciences
$107.20 /

+1.705 (+1.62%)

DXCM DexCom
$86.15 /

+0.37 (+0.43%)

AMZN Amazon.com
$121.53 /

+0.57 (+0.47%)

AAPL Apple
$157.03 /

+0.39 (+0.25%)

ZEN Zendesk
$75.09 /

+0.15 (+0.20%)

ROKU Roku
$85.52 /

-1.345 (-1.55%)

KLAC KLA Corp.
$365.77 /

+4.87 (+1.35%)

INTC Intel
$39.81 /

-0.35 (-0.87%)

FSLR First Solar
$87.93 /

+11.14 (+14.51%)

DXCM DexCom
$86.15 /

+0.37 (+0.43%)

AMZN Amazon.com
$121.53 /

+0.57 (+0.47%)

AAPL Apple
$157.03 /

+0.39 (+0.25%)

ZEN Zendesk
$75.09 /

+0.15 (+0.20%)

VFC VF Corp.
$47.97 /

+1.08 (+2.30%)

TXRH Texas Roadhouse
$87.06 /

+1.86 (+2.18%)

ROKU Roku
$85.52 /

-1.345 (-1.55%)

KLAC KLA Corp.
$365.77 /

+4.87 (+1.35%)

INTC Intel
$39.81 /

-0.35 (-0.87%)

INFN Infinera
$6.23 /

-0.035 (-0.56%)

FSLR First Solar
$87.93 /

+11.14 (+14.51%)

EW Edwards Lifesciences
$107.20 /

+1.705 (+1.62%)

DXCM DexCom
$86.15 /

+0.37 (+0.43%)

AMZN Amazon.com
$121.53 /

+0.57 (+0.47%)

AAPL Apple
$157.03 /

+0.39 (+0.25%)

ZEN Zendesk
$75.09 /

+0.15 (+0.20%)

VFC VF Corp.
$47.97 /

+1.08 (+2.30%)

ROKU Roku
$85.52 /

-1.345 (-1.55%)

KLAC KLA Corp.
$365.77 /

+4.87 (+1.35%)

INTC Intel
$39.81 /

-0.35 (-0.87%)

INFN Infinera
$6.23 /

-0.035 (-0.56%)

FSLR First Solar
$87.93 /

+11.14 (+14.51%)

DXCM DexCom
$86.15 /

+0.37 (+0.43%)

AMZN Amazon.com
$121.53 /

+0.57 (+0.47%)

AAPL Apple
$157.03 /

+0.39 (+0.25%)

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