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Lumentum call volume above normal and directionally bullish » 15:25
08/03/20
08/03
15:25
08/03/20
15:25
LITE

Lumentum

$94.66 /

+1.99 (+2.15%)

Bullish option flow…

Bullish option flow detected in Lumentum with 4,287 calls trading, 2x expected, and implied vol increasing almost 3 points to 55.67%. Jan-21 80 calls and 8/14 weekly 96 calls are the most active options, with total volume in those strikes near 1,600 contracts. The Put/Call Ratio is 0.27. Earnings are expected on August 11th.

ShowHide Related Items >><<
LITE Lumentum
$94.66 /

+1.99 (+2.15%)

LITE Lumentum
$94.66 /

+1.99 (+2.15%)

07/28/20 Raymond James
Corning results provide read-through to optical names, says Raymond James
07/24/20 JPMorgan
Lumentum price target raised to $94 from $90 at JPMorgan
07/23/20 Loop Capital
Lumentum initiated with a Buy at Loop Capital
07/02/20 MKM Partners
Lumentum price target raised to $107 from $96 at MKM Partners
LITE Lumentum
$94.66 /

+1.99 (+2.15%)

LITE Lumentum
$94.66 /

+1.99 (+2.15%)

LITE Lumentum
$94.66 /

+1.99 (+2.15%)

LITE Lumentum
$94.66 /

+1.99 (+2.15%)

Thursday
Hot Stocks
Huawei surpasses Samsung in smartphone shipments in Q2, says Canalys » 12:03
07/30/20
07/30
12:03
07/30/20
12:03
SSNLF

Samsung

$0.00 /

+ (+0.00%)

, AAPL

Apple

$380.23 /

+ (+0.00%)

, MU

Micron

$50.12 /

-0.28 (-0.56%)

, WDC

Western Digital

$42.15 /

-0.26 (-0.61%)

, ACIA

Acacia Communications

$67.70 /

+0.17 (+0.25%)

, NPTN

NeoPhotonics

$8.89 /

+0.04 (+0.45%)

, LITE

Lumentum

$90.20 /

+1.25 (+1.41%)

, IIVI

II-VI

$48.60 /

-0.58 (-1.18%)

, QCOM

Qualcomm

$104.53 /

+11.2 (+12.00%)

Huawei shipped more…

Huawei shipped more smartphones worldwide than any other vendor for the first time in Q2 2020, according to a report from analyst firm Canalys. It marks the first quarter in nine years that a company other than Samsung (SSNLF) or Apple (AAPL) has led the market. Huawei shipped 55.8M devices, down 5% year on year. But second-placed Samsung shipped 53.7M smartphones, a 30% fall against Q2 2019. Huawei is still subject to US government restrictions, which have stifled its business outside of mainland China. Its overseas shipments fell 27% in Q2. But it has grown to dominate its domestic market, boosting its Chinese shipments by 8% in Q2, and it now sells over 70% of its smartphones in mainland China. China has emerged strongest from the coronavirus pandemic, with factories reopened, economic development continuing and tight controls on new outbreaks. "This is a remarkable result that few people would have predicted a year ago," said Canalys Senior Analyst Ben Stanton. "If it wasn't for COVID-19, it wouldn't have happened. Huawei has taken full advantage of the Chinese economic recovery to reignite its smartphone business. Samsung has a very small presence in China, with less than 1% market share, and has seen its core markets, such as Brazil, India, the United States and Europe, ravaged by outbreaks and subsequent lockdowns." 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. In addition, Qualcomm (QCOM) on Wednesday entered into a settlement agreement, as well as a new long-term, global patent license agreement with Huawei, including a cross license granting back rights to certain of Huawei's patents, covering sales beginning January 1, 2020. Reference Link

ShowHide Related Items >><<
WDC Western Digital
$42.15 /

-0.26 (-0.61%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

QCOM Qualcomm
$104.53 /

+11.2 (+12.00%)

NPTN NeoPhotonics
$8.89 /

+0.04 (+0.45%)

MU Micron
$50.12 /

-0.28 (-0.56%)

LITE Lumentum
$90.20 /

+1.25 (+1.41%)

IIVI II-VI
$48.60 /

-0.58 (-1.18%)

ACIA Acacia Communications
$67.70 /

+0.17 (+0.25%)

AAPL Apple
$380.23 /

+ (+0.00%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

07/14/20 Truist
Maxim Integrated price target raised to $73 from $55 at SunTrust
07/08/20 JPMorgan
Nokia downgraded to Neutral from Overweight at JPMorgan
07/06/20 Rosenblatt
Samsung on track to replace Nokia as 5G RAN supplier at Verizon, says Rosenblatt
06/19/20 Benchmark
Benchmark says Samsung's NAND chip issues likely positive for HDD makers
AAPL Apple
$380.23 /

+ (+0.00%)

07/30/20 Berenberg
Activision Blizzard price target raised to $88 from $83 at Berenberg
07/29/20 Credit Suisse
Apple price target raised to $340 from $295 at Credit Suisse
07/28/20 Wedbush
All eyes on Apple's iPhone 12 launch into the Fall, says Wedbush
07/28/20 Deutsche Bank
Deutsche Bank sees 'high bar' into upcoming Apple results
MU Micron
$50.12 /

-0.28 (-0.56%)

07/28/20 Cleveland Research
Cleveland Research sees sharper pricing downside for DRAM and NAND
07/23/20 Raymond James
SK hynx's report generally consistent with Micron's, says Raymond James
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'
WDC Western Digital
$42.15 /

-0.26 (-0.61%)

07/15/20
Fly Intel: Top five analyst initiations
07/14/20 Bernstein
Seagate initiated with a Market Perform at Bernstein
07/14/20 Bernstein
Western Digital initiated with an Outperform at Bernstein
07/14/20 Bernstein
Western Digital initiated with an Outperform at Bernstein
ACIA Acacia Communications
$67.70 /

+0.17 (+0.25%)

09/23/19 Northland
Inphi drops after Northland sees 'large cut' to Amazon 400G rollout plans
NPTN NeoPhotonics
$8.89 /

+0.04 (+0.45%)

07/28/20 Raymond James
Corning results provide read-through to optical names, says Raymond James
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
LITE Lumentum
$90.20 /

+1.25 (+1.41%)

07/24/20 JPMorgan
Lumentum price target raised to $94 from $90 at JPMorgan
07/23/20 Loop Capital
Lumentum initiated with a Buy at Loop Capital
07/02/20 MKM Partners
Lumentum price target raised to $107 from $96 at MKM Partners
IIVI II-VI
$48.60 /

-0.58 (-1.18%)

07/23/20 Loop Capital
II-VI initiated with a Buy at Loop Capital
07/15/20 Benchmark
II-VI price target raised to $60 from $51 at Benchmark
07/06/20 JPMorgan
II-VI shares offer 25% upside potential, says JPMorgan
QCOM Qualcomm
$104.53 /

+11.2 (+12.00%)

07/30/20 RBC Capital
Qualcomm price target raised to $106 from $81 at RBC Capital
07/30/20 Wells Fargo
Qualcomm price target raised to $90 from $70 at Wells Fargo
07/30/20 Canaccord
Qualcomm price target raised to $137 from $115 at Canaccord
07/30/20 JPMorgan
Qualcomm price target raised to $120 from $108 at JPMorgan
WDC Western Digital
$42.15 /

-0.26 (-0.61%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

QCOM Qualcomm
$104.53 /

+11.2 (+12.00%)

NPTN NeoPhotonics
$8.89 /

+0.04 (+0.45%)

MU Micron
$50.12 /

-0.28 (-0.56%)

LITE Lumentum
$90.20 /

+1.25 (+1.41%)

IIVI II-VI
$48.60 /

-0.58 (-1.18%)

ACIA Acacia Communications
$67.70 /

+0.17 (+0.25%)

AAPL Apple
$380.23 /

+ (+0.00%)

  • 02
    Jul
SSNLF Samsung
$0.00 /

+ (+0.00%)

QCOM Qualcomm
$104.53 /

+11.2 (+12.00%)

MU Micron
$50.12 /

-0.28 (-0.56%)

AAPL Apple
$380.23 /

+ (+0.00%)

WDC Western Digital
$42.15 /

-0.26 (-0.61%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

QCOM Qualcomm
$104.53 /

+11.2 (+12.00%)

NPTN NeoPhotonics
$8.89 /

+0.04 (+0.45%)

MU Micron
$50.12 /

-0.28 (-0.56%)

LITE Lumentum
$90.20 /

+1.25 (+1.41%)

IIVI II-VI
$48.60 /

-0.58 (-1.18%)

ACIA Acacia Communications
$67.70 /

+0.17 (+0.25%)

AAPL Apple
$380.23 /

+ (+0.00%)

WDC Western Digital
$42.15 /

-0.26 (-0.61%)

QCOM Qualcomm
$104.53 /

+11.2 (+12.00%)

MU Micron
$50.12 /

-0.28 (-0.56%)

LITE Lumentum
$90.20 /

+1.25 (+1.41%)

AAPL Apple
$380.23 /

+ (+0.00%)

AAPL Apple
$380.23 /

+ (+0.00%)

Over a week ago
Recommendations
Corning results provide read-through to optical names, says Raymond James » 12:17
07/28/20
07/28
12:17
07/28/20
12:17
GLW

Corning

$30.26 /

-0.39 (-1.27%)

, AAOI

Applied Optoelectronics

$13.29 /

-0.67 (-4.80%)

, CIEN

Ciena

$57.80 /

-1.07 (-1.82%)

, COMM

CommScope

$8.55 /

+0.025 (+0.29%)

, ERIC

Ericsson

$11.52 /

-0.17 (-1.45%)

, IIVI

II-VI

$47.62 /

+0.38 (+0.80%)

, INFN

Infinera

$7.92 /

-0.025 (-0.31%)

, LITE

Lumentum

$87.32 /

-0.25 (-0.29%)

, NPTN

NeoPhotonics

$8.66 /

-0.295 (-3.29%)

, NOK

Nokia

$4.29 /

-0.055 (-1.27%)

After Corning reported Q2…

After Corning reported Q2 results, Raymond James analyst Simon Leopold said the read-through from Corning's fiber segment is a slight positive for his firm's optical exposed names. The analyst says that comments on hyperscale might have offered insight for Applied Optoelectronics (AAOI), Ciena (CIEN), CommScope (COMM), II-VI (IIVI) and Infinera (INFN), while the comments regarding telco spending likely bode favorably for Ciena (CIEN), Infinera, Nokia (NOK), NeoPhotonics (NPTN) and Ericsson (ERIC).

ShowHide Related Items >><<
NPTN NeoPhotonics
$8.66 /

-0.295 (-3.29%)

NOK Nokia
$4.29 /

-0.055 (-1.27%)

LITE Lumentum
$87.32 /

-0.25 (-0.29%)

INFN Infinera
$7.92 /

-0.025 (-0.31%)

IIVI II-VI
$47.62 /

+0.38 (+0.80%)

GLW Corning
$30.26 /

-0.39 (-1.27%)

ERIC Ericsson
$11.52 /

-0.17 (-1.45%)

COMM CommScope
$8.55 /

+0.025 (+0.29%)

CIEN Ciena
$57.80 /

-1.07 (-1.82%)

AAOI Applied Optoelectronics
$13.29 /

-0.67 (-4.80%)

GLW Corning
$30.26 /

-0.39 (-1.27%)

07/16/20 JPMorgan
Corning upgraded to Overweight on increasing visibility at JPMorgan
07/16/20 JPMorgan
Corning upgraded to Overweight from Neutral at JPMorgan
07/01/20 Citi
Citi boots Corning target to $32, opens 'positive catalyst watch'
04/29/20
Fly Intel: Top five analyst downgrades
AAOI Applied Optoelectronics
$13.29 /

-0.67 (-4.80%)

07/21/20 Needham
Applied Optoelectronics upgraded to Buy from Hold at Needham
05/08/20 Rosenblatt
Applied Optoelectronics downgraded to Neutral from Buy at Rosenblatt
03/25/20 Piper Sandler
Applied Optoelectronics price target lowered to $7.50 from $10 at Piper Sandler
11/05/19 Rosenblatt
Applied Optoelectronics upgraded to Buy ahead of guidance at Rosenblatt
CIEN Ciena
$57.80 /

-1.07 (-1.82%)

07/24/20 Wolfe Research
Ciena initiated with an Outperform at Wolfe Research
07/21/20 Needham
Ciena upgraded to Buy from Hold at Needham
07/20/20 Needham
Infinera likely to join Ciena supplying 800G for Verizon, says Needham
06/05/20 JPMorgan
JPMorgan ups Ciena target to $63 from $53, adds to Analyst Focus List
COMM CommScope
$8.55 /

+0.025 (+0.29%)

07/24/20 Wolfe Research
CommScope initiated with an Outperform at Wolfe Research
07/07/20 Raymond James
CommScope downgraded to Market Perform at Raymond James on valuation
07/07/20 Raymond James
CommScope downgraded to Market Perform from Outperform at Raymond James
07/06/20 Rosenblatt
Samsung on track to replace Nokia as 5G RAN supplier at Verizon, says Rosenblatt
ERIC Ericsson
$11.52 /

-0.17 (-1.45%)

07/20/20 JPMorgan
Ericsson price target raised to SEK 110 from SEK 104 at JPMorgan
07/20/20 Morgan Stanley
Ericsson price target raised to SEK 110 from SEK 100 at Morgan Stanley
07/20/20 Citi
Ericsson price target raised to SEK 112 from SEK 102 at Citi
07/13/20 JPMorgan
Ericsson 'very well positioned' into 5G cycle, says JPMorgan
IIVI II-VI
$47.62 /

+0.38 (+0.80%)

07/23/20 Loop Capital
II-VI initiated with a Buy at Loop Capital
07/15/20 Benchmark
II-VI price target raised to $60 from $51 at Benchmark
07/06/20 JPMorgan
II-VI shares offer 25% upside potential, says JPMorgan
07/01/20 Susquehanna
II-VI price target raised to $54 from $50 at Susquehanna
INFN Infinera
$7.92 /

-0.025 (-0.31%)

07/24/20 Wolfe Research
Infinera initiated with an Underperform at Wolfe Research
06/19/20 MKM Partners
Infinera price target raised to $8.50 from $7.50 at MKM Partners
05/13/20 Northland
Infinera downgraded to Market Perform with $5 target at Northland
LITE Lumentum
$87.32 /

-0.25 (-0.29%)

07/24/20 JPMorgan
Lumentum price target raised to $94 from $90 at JPMorgan
07/23/20 Loop Capital
Lumentum initiated with a Buy at Loop Capital
07/02/20 MKM Partners
Lumentum price target raised to $107 from $96 at MKM Partners
05/21/20 Rosenblatt
Rosenblatt sees little impact on Lumentum, NeoPhotonics' current sales to Huawei
NPTN NeoPhotonics
$8.66 /

-0.295 (-3.29%)

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
NOK Nokia
$4.29 /

-0.055 (-1.27%)

07/14/20 Northland
Nokia product launches underscore breadth of technology, says Northland
07/08/20 JPMorgan
Nokia downgraded to Neutral from Overweight at JPMorgan
06/25/20 Deutsche Bank
Nokia price target raised to EUR 4.80 from EUR 4 at Deutsche Bank
NPTN NeoPhotonics
$8.66 /

-0.295 (-3.29%)

NOK Nokia
$4.29 /

-0.055 (-1.27%)

LITE Lumentum
$87.32 /

-0.25 (-0.29%)

INFN Infinera
$7.92 /

-0.025 (-0.31%)

IIVI II-VI
$47.62 /

+0.38 (+0.80%)

GLW Corning
$30.26 /

-0.39 (-1.27%)

ERIC Ericsson
$11.52 /

-0.17 (-1.45%)

COMM CommScope
$8.55 /

+0.025 (+0.29%)

CIEN Ciena
$57.80 /

-1.07 (-1.82%)

AAOI Applied Optoelectronics
$13.29 /

-0.67 (-4.80%)

  • 02
    Jul
INFN Infinera
$7.92 /

-0.025 (-0.31%)

IIVI II-VI
$47.62 /

+0.38 (+0.80%)

GLW Corning
$30.26 /

-0.39 (-1.27%)

ERIC Ericsson
$11.52 /

-0.17 (-1.45%)

CIEN Ciena
$57.80 /

-1.07 (-1.82%)

NPTN NeoPhotonics
$8.66 /

-0.295 (-3.29%)

NOK Nokia
$4.29 /

-0.055 (-1.27%)

LITE Lumentum
$87.32 /

-0.25 (-0.29%)

INFN Infinera
$7.92 /

-0.025 (-0.31%)

IIVI II-VI
$47.62 /

+0.38 (+0.80%)

ERIC Ericsson
$11.52 /

-0.17 (-1.45%)

COMM CommScope
$8.55 /

+0.025 (+0.29%)

CIEN Ciena
$57.80 /

-1.07 (-1.82%)

NOK Nokia
$4.29 /

-0.055 (-1.27%)

LITE Lumentum
$87.32 /

-0.25 (-0.29%)

GLW Corning
$30.26 /

-0.39 (-1.27%)

ERIC Ericsson
$11.52 /

-0.17 (-1.45%)

COMM CommScope
$8.55 /

+0.025 (+0.29%)

CIEN Ciena
$57.80 /

-1.07 (-1.82%)

AAOI Applied Optoelectronics
$13.29 /

-0.67 (-4.80%)

Recommendations
Lumentum price target raised to $94 from $90 at JPMorgan » 08:36
07/24/20
07/24
08:36
07/24/20
08:36
LITE

Lumentum

$87.46 /

+0.23 (+0.26%)

JPMorgan analyst Samik…

JPMorgan analyst Samik Chatterjee raised the firm's price target on Lumentum to $94 from $90 and keeps an Overweight rating on the shares ahead of the company's Q2 results. The shares of optical companies have outperformed year-to-date, which will likely continue led by strong underlying demand for optical components and solutions for 5G infrastructure deployments and cloud data center builds in conjunction with limited incremental supply chain headwinds to-date, Chatterjee tells investors in a research note. However, the analyst sees limited opportunities for material upside to investor expectations in relation to near-term outlooks as well as limited opportunities for "sizeable" share price upside on earnings announcements.

ShowHide Related Items >><<
LITE Lumentum
$87.46 /

+0.23 (+0.26%)

LITE Lumentum
$87.46 /

+0.23 (+0.26%)

07/23/20 Loop Capital
Lumentum initiated with a Buy at Loop Capital
07/02/20 MKM Partners
Lumentum price target raised to $107 from $96 at MKM Partners
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
LITE Lumentum
$87.46 /

+0.23 (+0.26%)

LITE Lumentum
$87.46 /

+0.23 (+0.26%)

LITE Lumentum
$87.46 /

+0.23 (+0.26%)

LITE Lumentum
$87.46 /

+0.23 (+0.26%)

Initiation
Lumentum initiated with a Buy at Loop Capital » 08:12
07/23/20
07/23
08:12
07/23/20
08:12
LITE

Lumentum

$87.23 /

+0.54 (+0.62%)

Loop Capital analyst…

Loop Capital analyst Ananda Baruah initiated coverage of Lumentum (LITE) with a Buy rating and $110 price target. The analyst believes Lumentum is a unique combination of value and growth with strong exposure attached to amplified secular demand for performance optical bandwidth and thinks concern for the 30% revenue exposure to Apple (AAPL) is overblown.

ShowHide Related Items >><<
LITE Lumentum
$87.23 /

+0.54 (+0.62%)

LITE Lumentum
$87.23 /

+0.54 (+0.62%)

07/02/20 MKM Partners
Lumentum price target raised to $107 from $96 at MKM Partners
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
LITE Lumentum
$87.23 /

+0.54 (+0.62%)

LITE Lumentum
$87.23 /

+0.54 (+0.62%)

LITE Lumentum
$87.23 /

+0.54 (+0.62%)

LITE Lumentum
$87.23 /

+0.54 (+0.62%)

Periodicals
U.K. to remove Huawei from 5G network by 2027, NY Times reports » 06:13
07/15/20
07/15
06:13
07/15/20
06:13
MU

Micron

$49.70 /

+0.26 (+0.53%)

, WDC

Western Digital

$42.05 /

+0.2 (+0.48%)

, ACIA

Acacia Communications

$67.68 /

-0.13 (-0.19%)

, NPTN

NeoPhotonics

$8.54 /

+0.04 (+0.47%)

, LITE

Lumentum

$80.62 /

+2.01 (+2.56%)

, IIVI

II-VI

$43.99 /

+0.62 (+1.43%)

The U.K. government said…

The U.K. government said Tuesday that it will remove Huawei from its 5G network by 2027, and telecoms companies will be banned from purchasing Huawei 5G equipment from next year, The New York Times' Adam Satariano, Stephen Castle and David E. Sanger report. U.K. Culture Secretary Oliver Dowden said the decision was due to major sanctions imposed on the Chinese firm by the U.S. government. 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
$42.05 /

+0.2 (+0.48%)

NPTN NeoPhotonics
$8.54 /

+0.04 (+0.47%)

MU Micron
$49.70 /

+0.26 (+0.53%)

LITE Lumentum
$80.62 /

+2.01 (+2.56%)

IIVI II-VI
$43.99 /

+0.62 (+1.43%)

ACIA Acacia Communications
$67.68 /

-0.13 (-0.19%)

MU Micron
$49.70 /

+0.26 (+0.53%)

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
$42.05 /

+0.2 (+0.48%)

07/14/20 Bernstein
Seagate initiated with a Market Perform at Bernstein
07/14/20 Bernstein
Western Digital initiated with an Outperform at Bernstein
07/14/20 Bernstein
Western Digital initiated with an Outperform at Bernstein
06/30/20 Benchmark
Micron report and guidance 'bode well' for Western Digital, says Benchmark
ACIA Acacia Communications
$67.68 /

-0.13 (-0.19%)

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
NPTN NeoPhotonics
$8.54 /

+0.04 (+0.47%)

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
$80.62 /

+2.01 (+2.56%)

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
$43.99 /

+0.62 (+1.43%)

07/06/20 JPMorgan
II-VI shares offer 25% upside potential, says JPMorgan
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
WDC Western Digital
$42.05 /

+0.2 (+0.48%)

NPTN NeoPhotonics
$8.54 /

+0.04 (+0.47%)

MU Micron
$49.70 /

+0.26 (+0.53%)

LITE Lumentum
$80.62 /

+2.01 (+2.56%)

IIVI II-VI
$43.99 /

+0.62 (+1.43%)

ACIA Acacia Communications
$67.68 /

-0.13 (-0.19%)

  • 02
    Jul
WDC Western Digital
$42.05 /

+0.2 (+0.48%)

MU Micron
$49.70 /

+0.26 (+0.53%)

WDC Western Digital
$42.05 /

+0.2 (+0.48%)

NPTN NeoPhotonics
$8.54 /

+0.04 (+0.47%)

MU Micron
$49.70 /

+0.26 (+0.53%)

LITE Lumentum
$80.62 /

+2.01 (+2.56%)

IIVI II-VI
$43.99 /

+0.62 (+1.43%)

ACIA Acacia Communications
$67.68 /

-0.13 (-0.19%)

WDC Western Digital
$42.05 /

+0.2 (+0.48%)

MU Micron
$49.70 /

+0.26 (+0.53%)

LITE Lumentum
$80.62 /

+2.01 (+2.56%)

On The Fly
Week in review: How Trump's policies moved stocks » 08:47
07/11/20
07/11
08:47
07/11/20
08:47
ZTCOY

ZTE Corp.

$0.00 /

+ (+0.00%)

, WDC

Western Digital

$42.31 /

-0.03 (-0.07%)

, MU

Micron

$50.70 /

+0.71 (+1.42%)

, ACIA

Acacia Communications

$67.83 /

+0.01 (+0.01%)

, NPTN

NeoPhotonics

$9.01 /

+0.2 (+2.27%)

, LITE

Lumentum

$82.44 /

-1.49 (-1.78%)

, IIVI

II-VI

$44.55 /

+0.18 (+0.41%)

, SNAP

Snap

$25.53 /

-0.41 (-1.58%)

, AMZN

Amazon.com

$3,204.06 /

+19.57 (+0.61%)

, TWTR

Twitter

$35.40 /

-0.3 (-0.84%)

, FNMA

Fannie Mae

$0.00 /

+ (+0.00%)

, FMCC

Freddie Mac

$0.00 /

+ (+0.00%)

Catch up on the top…

Open Full Text

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

+ (+0.00%)

WDC Western Digital
$42.31 /

-0.03 (-0.07%)

TWTR Twitter
$35.40 /

-0.3 (-0.84%)

SNAP Snap
$25.53 /

-0.41 (-1.58%)

NPTN NeoPhotonics
$9.01 /

+0.2 (+2.27%)

MU Micron
$50.70 /

+0.71 (+1.42%)

LITE Lumentum
$82.44 /

-1.49 (-1.78%)

IIVI II-VI
$44.55 /

+0.18 (+0.41%)

FNMA Fannie Mae
$0.00 /

+ (+0.00%)

FMCC Freddie Mac
$0.00 /

+ (+0.00%)

AMZN Amazon.com
$3,204.06 /

+19.57 (+0.61%)

ACIA Acacia Communications
$67.83 /

+0.01 (+0.01%)

ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

07/02/20 Roth Capital
USF ban for Huawei, ZTE should benefit Cambium, says Roth Capital
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
WDC Western Digital
$42.31 /

-0.03 (-0.07%)

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
$50.70 /

+0.71 (+1.42%)

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
ACIA Acacia Communications
$67.83 /

+0.01 (+0.01%)

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
NPTN NeoPhotonics
$9.01 /

+0.2 (+2.27%)

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
$82.44 /

-1.49 (-1.78%)

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
$44.55 /

+0.18 (+0.41%)

07/06/20 JPMorgan
II-VI shares offer 25% upside potential, says JPMorgan
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
SNAP Snap
$25.53 /

-0.41 (-1.58%)

07/07/20 BofA
Potential U.S. ban of TikTok could be tailwind to Snap engagement, says BofA
06/29/20 JPMorgan
Facebook estimates not at risk from ad boycott, says JPMorgan
06/26/20 Wells Fargo
Snap price target raised to $28 from $20 at Wells Fargo
06/25/20 Citi
Citi recommends pair trade of buying Omnicom, selling Snap
AMZN Amazon.com
$3,204.06 /

+19.57 (+0.61%)

07/10/20 Citi
Amazon.com price target raised to $3,550 from $2,700 at Citi
07/09/20 Wedbush
Pinterest price target raised to $31 from $26 at Wedbush
07/09/20 Credit Suisse
Consumer survey highlights good initial interest in Walmart+, says Credit Suisse
07/08/20 Morgan Stanley
Walmart membership plan seems geared at protecting grocery, says Morgan Stanley
TWTR Twitter
$35.40 /

-0.3 (-0.84%)

07/10/20 Morgan Stanley
Morgan Stanley says Twitter subscription would need to be $50/year for breakeven
07/09/20 JPMorgan
JPMorgan 'somewhat skeptical' of Twitter subscription service
07/09/20 Citi
Twitter shares overreacted to paid service potential, says Citi
07/08/20 Rosenblatt
Rosenblatt says 'highly unlikely' Twitter considering paid subscription tiers
FNMA Fannie Mae
$0.00 /

+ (+0.00%)

07/09/20 Odeon Capital
Fannie Mae upgraded to Hold from Sell at Odeon Capital
04/22/20 Nomura Instinet
Fannie, Freddie well positioned for recession, says Nomura Instinet
04/06/20 B. Riley FBR
Fannie, Freddie downgraded to Sell with $1 targets at B. Riley FBR
04/06/20 B. Riley FBR
Fannie Mae downgraded to Sell from Neutral at B. Riley FBR
FMCC Freddie Mac
$0.00 /

+ (+0.00%)

07/09/20 Odeon Capital
Freddie Mac upgraded to Hold from Sell at Odeon Capital
06/04/20 Nomura Instinet
Nomura boosts Freddie Mac target to $5, sees dividends after Q3 of 2024
05/01/20 B. Riley FBR
B. Riley FBR keeps $1 target on Freddie Mac after Q1 earnings miss
WDC Western Digital
$42.31 /

-0.03 (-0.07%)

TWTR Twitter
$35.40 /

-0.3 (-0.84%)

SNAP Snap
$25.53 /

-0.41 (-1.58%)

NPTN NeoPhotonics
$9.01 /

+0.2 (+2.27%)

MU Micron
$50.70 /

+0.71 (+1.42%)

LITE Lumentum
$82.44 /

-1.49 (-1.78%)

IIVI II-VI
$44.55 /

+0.18 (+0.41%)

FNMA Fannie Mae
$0.00 /

+ (+0.00%)

FMCC Freddie Mac
$0.00 /

+ (+0.00%)

AMZN Amazon.com
$3,204.06 /

+19.57 (+0.61%)

ACIA Acacia Communications
$67.83 /

+0.01 (+0.01%)

  • 02
    Jul
ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

WDC Western Digital
$42.31 /

-0.03 (-0.07%)

TWTR Twitter
$35.40 /

-0.3 (-0.84%)

SNAP Snap
$25.53 /

-0.41 (-1.58%)

MU Micron
$50.70 /

+0.71 (+1.42%)

FNMA Fannie Mae
$0.00 /

+ (+0.00%)

AMZN Amazon.com
$3,204.06 /

+19.57 (+0.61%)

ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

WDC Western Digital
$42.31 /

-0.03 (-0.07%)

TWTR Twitter
$35.40 /

-0.3 (-0.84%)

SNAP Snap
$25.53 /

-0.41 (-1.58%)

NPTN NeoPhotonics
$9.01 /

+0.2 (+2.27%)

MU Micron
$50.70 /

+0.71 (+1.42%)

LITE Lumentum
$82.44 /

-1.49 (-1.78%)

IIVI II-VI
$44.55 /

+0.18 (+0.41%)

AMZN Amazon.com
$3,204.06 /

+19.57 (+0.61%)

ACIA Acacia Communications
$67.83 /

+0.01 (+0.01%)

WDC Western Digital
$42.31 /

-0.03 (-0.07%)

TWTR Twitter
$35.40 /

-0.3 (-0.84%)

SNAP Snap
$25.53 /

-0.41 (-1.58%)

MU Micron
$50.70 /

+0.71 (+1.42%)

LITE Lumentum
$82.44 /

-1.49 (-1.78%)

AMZN Amazon.com
$3,204.06 /

+19.57 (+0.61%)

AMZN Amazon.com
$3,204.06 /

+19.57 (+0.61%)

Periodicals
Telecom Italia declines to invite Huawei to 5G equipment tender, Reuters says » 15:38
07/09/20
07/09
15:38
07/09/20
15:38
TIAOF

Telecom Italia

$0.00 /

+ (+0.00%)

, CSCO

Cisco

$46.84 /

+1.02 (+2.23%)

, ERIC

Ericsson

$9.38 /

-0.165 (-1.73%)

, NOK

Nokia

$4.20 /

+0.035 (+0.84%)

, MSFT

Microsoft

$213.95 /

+1.06 (+0.50%)

, MU

Micron

$50.13 /

+0.42 (+0.84%)

, WDC

Western Digital

$42.51 /

-0.28 (-0.65%)

, ACIA

Acacia Communications

$67.70 /

+0.31 (+0.46%)

, NPTN

NeoPhotonics

$8.78 /

+0.18 (+2.09%)

, LITE

Lumentum

$84.09 /

+1.93 (+2.35%)

, IIVI

II-VI

$44.22 /

+1.11 (+2.57%)

Telecom Italia (TIAOF)…

Telecom Italia (TIAOF) has not invited Huawei to take part in a tender to supply 5G equipment for the core network it is readying to create in Italy and Brazil, Reuters' Elvira Pollina reports, citing two sources familiar with the matter. The list of suppliers invited to take part in the tender includes Cisco (CSCO), Ericsson (ERIC), Nokia (NOK), Mavenir, and Affirmed Networks, which was recently acquired by Microsoft (MSFT), Pollina says, citing one of the two sources. 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
$42.51 /

-0.28 (-0.65%)

TIAOF Telecom Italia
$0.00 /

+ (+0.00%)

NPTN NeoPhotonics
$8.78 /

+0.18 (+2.09%)

NOK Nokia
$4.20 /

+0.035 (+0.84%)

MU Micron
$50.13 /

+0.42 (+0.84%)

MSFT Microsoft
$213.95 /

+1.06 (+0.50%)

LITE Lumentum
$84.09 /

+1.93 (+2.35%)

IIVI II-VI
$44.22 /

+1.11 (+2.57%)

ERIC Ericsson
$9.38 /

-0.165 (-1.73%)

CSCO Cisco
$46.84 /

+1.02 (+2.23%)

ACIA Acacia Communications
$67.70 /

+0.31 (+0.46%)

TIAOF Telecom Italia
$0.00 /

+ (+0.00%)

06/24/20 Goldman Sachs
Telecom Italia reinstated with a Sell at Goldman Sachs
06/11/20 JPMorgan
Telecom Italia downgraded to Neutral on estimate risk at JPMorgan
06/11/20 JPMorgan
Telecom Italia downgraded to Neutral from Overweight at JPMorgan
03/11/20 JPMorgan
JPMorgan maintains Overweight on Telecom Italia after Q4 results
CSCO Cisco
$46.84 /

+1.02 (+2.23%)

07/09/20
Fly Intel: Top five analyst upgrades
07/09/20 Morgan Stanley
Morgan Stanley upgrades Cisco to Overweight with discount to S&P at 10-year high
07/09/20 Morgan Stanley
Cisco upgraded to Overweight from Equal Weight at Morgan Stanley
07/02/20 JPMorgan
JPMorgan sees attractive opportunities in India for Cisco, Ciena
ERIC Ericsson
$9.38 /

-0.165 (-1.73%)

04/17/20 Credit Suisse
Ericsson price target raised to SEK 98 from SEK 97 at Credit Suisse
03/30/20 BofA
US 1 List changes at BofA
03/30/20 Cowen
Ericsson upgraded to Outperform from Market Perform at Cowen
03/27/20 Raymond James
Raymond James upgrades Ericsson with networking an essential service
NOK Nokia
$4.20 /

+0.035 (+0.84%)

07/08/20 JPMorgan
Nokia downgraded to Neutral from Overweight at JPMorgan
07/06/20 Rosenblatt
Samsung on track to replace Nokia as 5G RAN supplier at Verizon, says Rosenblatt
06/25/20 Deutsche Bank
Nokia price target raised to EUR 4.80 from EUR 4 at Deutsche Bank
06/01/20 JPMorgan
JPMorgan upgrades Nokia to Overweight with 5G cycle 'just starting'
MSFT Microsoft
$213.95 /

+1.06 (+0.50%)

07/09/20 Morgan Stanley
Microsoft price target raised to $230 from $198 at Morgan Stanley
07/09/20 Wedbush
Microsoft price target raised to $260 from $220 at Wedbush
07/07/20 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
MU Micron
$50.13 /

+0.42 (+0.84%)

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
$42.51 /

-0.28 (-0.65%)

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
ACIA Acacia Communications
$67.70 /

+0.31 (+0.46%)

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
$8.78 /

+0.18 (+2.09%)

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
$84.09 /

+1.93 (+2.35%)

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
$44.22 /

+1.11 (+2.57%)

07/06/20 JPMorgan
II-VI shares offer 25% upside potential, says JPMorgan
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
WDC Western Digital
$42.51 /

-0.28 (-0.65%)

NPTN NeoPhotonics
$8.78 /

+0.18 (+2.09%)

NOK Nokia
$4.20 /

+0.035 (+0.84%)

MU Micron
$50.13 /

+0.42 (+0.84%)

MSFT Microsoft
$213.95 /

+1.06 (+0.50%)

LITE Lumentum
$84.09 /

+1.93 (+2.35%)

IIVI II-VI
$44.22 /

+1.11 (+2.57%)

ERIC Ericsson
$9.38 /

-0.165 (-1.73%)

CSCO Cisco
$46.84 /

+1.02 (+2.23%)

ACIA Acacia Communications
$67.70 /

+0.31 (+0.46%)

  • 02
    Jul
WDC Western Digital
$42.51 /

-0.28 (-0.65%)

TIAOF Telecom Italia
$0.00 /

+ (+0.00%)

NOK Nokia
$4.20 /

+0.035 (+0.84%)

MU Micron
$50.13 /

+0.42 (+0.84%)

MSFT Microsoft
$213.95 /

+1.06 (+0.50%)

ERIC Ericsson
$9.38 /

-0.165 (-1.73%)

CSCO Cisco
$46.84 /

+1.02 (+2.23%)

WDC Western Digital
$42.51 /

-0.28 (-0.65%)

NPTN NeoPhotonics
$8.78 /

+0.18 (+2.09%)

NOK Nokia
$4.20 /

+0.035 (+0.84%)

MU Micron
$50.13 /

+0.42 (+0.84%)

MSFT Microsoft
$213.95 /

+1.06 (+0.50%)

LITE Lumentum
$84.09 /

+1.93 (+2.35%)

IIVI II-VI
$44.22 /

+1.11 (+2.57%)

ERIC Ericsson
$9.38 /

-0.165 (-1.73%)

CSCO Cisco
$46.84 /

+1.02 (+2.23%)

ACIA Acacia Communications
$67.70 /

+0.31 (+0.46%)

WDC Western Digital
$42.51 /

-0.28 (-0.65%)

NOK Nokia
$4.20 /

+0.035 (+0.84%)

MU Micron
$50.13 /

+0.42 (+0.84%)

MSFT Microsoft
$213.95 /

+1.06 (+0.50%)

LITE Lumentum
$84.09 /

+1.93 (+2.35%)

ERIC Ericsson
$9.38 /

-0.165 (-1.73%)

CSCO Cisco
$46.84 /

+1.02 (+2.23%)

MSFT Microsoft
$213.95 /

+1.06 (+0.50%)

Periodicals
White House finalizing federal ban for firms using Huawei, others, Reuters says » 13:03
07/09/20
07/09
13:03
07/09/20
13:03
IIVI

II-VI

$43.80 /

+0.69 (+1.60%)

, LITE

Lumentum

$83.68 /

+1.52 (+1.85%)

, NPTN

NeoPhotonics

$8.79 /

+0.185 (+2.15%)

, ACIA

Acacia Communications

$67.67 /

+0.28 (+0.42%)

, WDC

Western Digital

$41.83 /

-0.96 (-2.24%)

, MU

Micron

$49.40 /

-0.315 (-0.63%)

, ZTCOY

ZTE Corp.

$0.00 /

+ (+0.00%)

The Trump administration…

The Trump administration intends to finalize regulations this week that will prohibit the U.S. government from purchasing goods or services from any company that uses products from five Chinese companies, including Huawei, Hikvision, and Dahua, Reuters' David Shepardson reports, citing a U.S. official. The rule could have wide-ranging implications for companies that sell goods and services to the U.S. government, since they will now have to certify that they do not use goods from Dahu and Hikvision, even though both are among the top sellers of surveillance equipment and cameras globally, Shepardson says. The same rules would apply to two-way radios from Hytera Communications, as well as telecoms equipment company ZTE Corp. (ZTCOY), Shepardson notes. 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 >><<
ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

WDC Western Digital
$41.83 /

-0.96 (-2.24%)

NPTN NeoPhotonics
$8.79 /

+0.185 (+2.15%)

MU Micron
$49.40 /

-0.315 (-0.63%)

LITE Lumentum
$83.68 /

+1.52 (+1.85%)

IIVI II-VI
$43.80 /

+0.69 (+1.60%)

ACIA Acacia Communications
$67.67 /

+0.28 (+0.42%)

IIVI II-VI
$43.80 /

+0.69 (+1.60%)

07/06/20 JPMorgan
II-VI shares offer 25% upside potential, says JPMorgan
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
LITE Lumentum
$83.68 /

+1.52 (+1.85%)

07/02/20 MKM Partners
Lumentum price target raised to $107 from $96 at MKM Partners
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
NPTN NeoPhotonics
$8.79 /

+0.185 (+2.15%)

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
$67.67 /

+0.28 (+0.42%)

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
$41.83 /

-0.96 (-2.24%)

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
$49.40 /

-0.315 (-0.63%)

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%)

07/02/20 Roth Capital
USF ban for Huawei, ZTE should benefit Cambium, says Roth Capital
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
WDC Western Digital
$41.83 /

-0.96 (-2.24%)

NPTN NeoPhotonics
$8.79 /

+0.185 (+2.15%)

MU Micron
$49.40 /

-0.315 (-0.63%)

LITE Lumentum
$83.68 /

+1.52 (+1.85%)

IIVI II-VI
$43.80 /

+0.69 (+1.60%)

ACIA Acacia Communications
$67.67 /

+0.28 (+0.42%)

  • 02
    Jul
ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

WDC Western Digital
$41.83 /

-0.96 (-2.24%)

MU Micron
$49.40 /

-0.315 (-0.63%)

IIVI II-VI
$43.80 /

+0.69 (+1.60%)

ZTCOY ZTE Corp.
$0.00 /

+ (+0.00%)

WDC Western Digital
$41.83 /

-0.96 (-2.24%)

NPTN NeoPhotonics
$8.79 /

+0.185 (+2.15%)

MU Micron
$49.40 /

-0.315 (-0.63%)

LITE Lumentum
$83.68 /

+1.52 (+1.85%)

IIVI II-VI
$43.80 /

+0.69 (+1.60%)

ACIA Acacia Communications
$67.67 /

+0.28 (+0.42%)

WDC Western Digital
$41.83 /

-0.96 (-2.24%)

MU Micron
$49.40 /

-0.315 (-0.63%)

LITE Lumentum
$83.68 /

+1.52 (+1.85%)

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

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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%)

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