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Periodicals	Huawei hid ties with Iran operation after links to CFO, Reuters reports » 06:13 06/03/20 06/03 06:13 06/03/20 06:13 MU Micron $46.82 / +0.47 (+1.01%) , WDC Western Digital $44.03 / +0.97 (+2.25%) , OCLR Bought by LITE $8.27 / + (+0.00%) , ACIA Acacia Communications $67.57 / +0.08 (+0.12%) , NPTN NeoPhotonics $8.55 / -0.185 (-2.12%) , LITE Lumentum $73.92 / -0.49 (-0.66%) , IIVI II-VI $47.20 / -0.09 (-0.19%) Huawei Technologies acted… Story temporarily locked. To read stories as they happen please subscribe, Login above, or return tomorrow Get Free Trial ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options WDC NPTN MU LITE IIVI ACIA WDC Western Digital $44.03 / +0.97 (+2.25%) 05/15/20 Commerce issues final 90-day extension of TGL authorizations for Huawei 05/07/20 Western Digital up 1.7% following Q1 earnings conference call 05/01/20 Western Digital suspends dividend to strengthen investment in growth 04/13/20 Global PC market fell 9.8% in Q1, says IDC NPTN NeoPhotonics $8.55 / -0.185 (-2.12%) 05/26/20 NeoPhotonics reaffirms Q2 guidance following Commerce Department announcements 05/15/20 NeoPhotonics falls -15.2% 05/15/20 NeoPhotonics falls -15.7% MU Micron $46.82 / +0.47 (+1.01%) 05/27/20 Micron CEO says FY21 capex expectations now lower than pre-COVID 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease LITE Lumentum $73.92 / -0.49 (-0.66%) 02/25/20 Lumentum withdraws from OFC 2020, cites spread of coronavirus 02/18/20 Infinera, Lumentum collaborate for XR Optics-based networking solutions 02/04/20 Fly Intel: Pre-market Movers IIVI II-VI $47.20 / -0.09 (-0.19%) 05/18/20 II-VI sees no to minimal impact from Commerce Department's interim rule 03/23/20 II-VI ramps manufacturing capacity for molecular diagnostic testing systems 02/18/20 Infinera, II-VI collaborate for XR Optics-based networking solutions ACIA Acacia Communications $67.57 / +0.08 (+0.12%) 02/27/20 Acacia Communications withdraws from OFC 2020 amid coronavirus MU WDC OCLR ACIA NPTN LITE IIVI MU Micron $46.82 / +0.47 (+1.01%) 05/28/20 Cleveland Research Micron downgraded to Neutral from Buy at Cleveland Research 05/28/20 Rosenblatt Rosenblatt reiterates $100 target on Micron after May quarter upside surprise 05/28/20 BofA Micron price target raised to $70 from $60 at BofA 05/28/20 Morgan Stanley Micron Q2 strength is 'reassuring,' but also understood, says Morgan Stanley WDC Western Digital $44.03 / +0.97 (+2.25%) 06/02/20 Morgan Stanley Morgan Stanley, cautious near-term on NAND, still sees value in Western Digital 05/21/20 Deutsche Bank Western Digital risk/reward favorable on low expectations, says Deutsche Bank 05/20/20 Cowen Western Digital reiterated as a top pick at Cowen 05/01/20 RBC Capital Western Digital price target lowered to $70 from $85 at RBC Capital OCLR Bought by LITE $8.27 / + (+0.00%) ACIA Acacia Communications $67.57 / +0.08 (+0.12%) 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 $8.55 / -0.185 (-2.12%) 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 05/01/20 Piper Sandler NeoPhotonics price target raised to $14 from $9 at Piper Sandler 04/24/20 Rosenblatt NeoPhotonics downgraded to Neutral at Rosenblatt with stock near three-year high LITE Lumentum $73.92 / -0.49 (-0.66%) 05/06/20 Craig-Hallum Lumentum price target raised to $100 from $95 at Craig-Hallum 05/06/20 Piper Sandler Lumentum price target raised to $100 from $95 at Piper Sandler 05/05/20 Raymond James Lumentum price target raised to $97 from $90 at Raymond James IIVI II-VI $47.20 / -0.09 (-0.19%) 05/12/20 Deutsche Bank II-VI price target raised to $50 from $35 at Deutsche Bank 05/12/20 Needham II-VI price target raised to $52 from $40 at Needham 05/12/20 JPMorgan II-VI price target raised to $53 from $45 at JPMorgan 05/12/20 Craig-Hallum II-VI price target raised to $55 from $35 at Craig-Hallum WDC NPTN MU LITE IIVI ACIA WDC Western Digital $44.03 / +0.97 (+2.25%) 04/30/20 Western Digital sees Q4 EPS $1.00-$1.40, consensus $1.22 04/30/20 Western Digital sees Q4 EPS $1.00-$1.40, consensus $1.22 04/30/20 Western Digital reports Q3 EPS 85c, consensus 93c 04/30/20 Notable companies reporting after market close NPTN NeoPhotonics $8.55 / -0.185 (-2.12%) 04/30/20 NeoPhotonics sees Q2 EPS 5c-15c,consensus 6c 04/30/20 NeoPhotonics reports Q1 EPS 12c, consensus 5c 02/27/20 NeoPhotonics sees Q1 EPS 0c-10c, consensus (1c) MU Micron $46.82 / +0.47 (+1.01%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c LITE Lumentum $73.92 / -0.49 (-0.66%) 05/05/20 Lumentum sees Q4 adjusted EPS 70c-90c, consensus $1.05 05/05/20 Lumentum reports Q3 adjusted EPS $1.26, consensus $1.05 05/04/20 Notable companies reporting before tomorrow's open IIVI II-VI $47.20 / -0.09 (-0.19%) 05/11/20 II-VI sees Q4EPS 50c-70c, consensus 39c 05/11/20 II-VI reports Q3 EPS 47c, consensus 14c 05/11/20 Notable companies reporting after market close 02/10/20 II-VI sees Q1 EPS 2c-32c, consensus 39c ACIA Acacia Communications $67.57 / +0.08 (+0.12%) 05/04/20 Acacia Communications reports Q1 EPS 54c, consensus 38c 02/18/20 Acacia Communications reports Q4 EPS 48c, consensus 56c WDC OCLR MU ACIA WDC Western Digital $44.03 / +0.97 (+2.25%) 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says OCLR Bought by LITE $8.27 / + (+0.00%) 02/18/20 Trump administration may limit China's access to chip technology, WSJ reports MU Micron $46.82 / +0.47 (+1.01%) 06/02/20 U.K. mulls Huawei 5G ban amid mounting anti-China sentiment, NAR says 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports ACIA Acacia Communications $67.57 / +0.08 (+0.12%) 05/28/20 Dealreporter says Acacia deal sees third party concerns in China, Bloomberg says WDC OCLR NPTN MU LITE IIVI ACIA WDC Western Digital $44.03 / +0.97 (+2.25%) 04/30/20 Fly Intel: After-Hours Movers 03/02/20 Upgrades of Apple, GE, Twitter among today's top analyst calls 02/22/20 Week in Review: How Trump's policies moved stocks 02/18/20 Fly Intel: Wall Street's top stories for Tuesday OCLR Bought by LITE $8.27 / + (+0.00%) 02/08/20 Week in Review: How Trump's policies moved stocks NPTN NeoPhotonics $8.55 / -0.185 (-2.12%) 05/23/20 Week in Review: How Trump's policies moved stocks MU Micron $46.82 / +0.47 (+1.01%) 05/27/20 Fly Intel: Wall Street's top stories for Wednesday 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday LITE Lumentum $73.92 / -0.49 (-0.66%) 05/05/20 Fly Intel: Pre-market Movers IIVI II-VI $47.20 / -0.09 (-0.19%) 05/12/20 Fly Intel: Pre-market Movers 05/11/20 Fly Intel: After-Hours Movers ACIA Acacia Communications $67.57 / +0.08 (+0.12%) 05/18/20 Fly Insider: Aecom ,Virtu among week's notable insider trades 06/29/20 Micron - MU 06/11/20 Lumentum WDC MU LITE WDC Western Digital $44.03 / +0.97 (+2.25%) 05/19/20 Western Digital call volume above normal and directionally bullish 04/27/20 Early notable gainers among liquid option names on April 27th 04/16/20 Western Digital put volume heavy and directionally bearish 03/10/20 Western Digital call volume above normal and directionally bullish MU Micron $46.82 / +0.47 (+1.01%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday LITE Lumentum $73.92 / -0.49 (-0.66%) 02/14/20 Lumentum call volume above normal and directionally bullish 01/31/20 Lumentum call volume above normal and directionally bullish 01/17/20 Lumentum put volume heavy and directionally bearish

Yesterday
Periodicals	U.K. mulls Huawei 5G ban amid mounting anti-China sentiment, NAR says » 15:48 06/02/20 06/02 15:48 06/02/20 15:48 MU Micron $46.47 / +0.12 (+0.26%) , WDC Western Digital $43.73 / +0.67 (+1.56%) , ACIA Acacia Communications $67.64 / +0.15 (+0.22%) , NPTN NeoPhotonics $8.56 / -0.175 (-2.00%) , LITE Lumentum $73.22 / -1.19 (-1.60%) , IIVI II-VI $46.83 / -0.465 (-0.98%) Calls within the U.K.… Calls within the U.K. government to shut out Huawei Technologies from 5G networks are mounting as China faces a growing backlash over the COVID-19 pandemic and security, Nikkei Asian Review's Minoru Satake reports. The National Cyber Security Center recently rolled out an emergency review of the Chinese company's role in Britain's mobile networks, after the U.S. Commerce Department announced an additional crackdown May 15, the author notes. "Following the U.S. announcement of additional sanctions against Huawei, the NCSC is looking carefully at any impact they could have to the U.K.'s networks," a spokesperson for the agency said. 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 >><< Company News Street Research Earnings Periodicals On The Fly Events Options WDC NPTN MU LITE IIVI ACIA WDC Western Digital $43.73 / +0.67 (+1.56%) 05/15/20 Commerce issues final 90-day extension of TGL authorizations for Huawei 05/07/20 Western Digital up 1.7% following Q1 earnings conference call 05/01/20 Western Digital suspends dividend to strengthen investment in growth 04/13/20 Global PC market fell 9.8% in Q1, says IDC NPTN NeoPhotonics $8.56 / -0.175 (-2.00%) 05/26/20 NeoPhotonics reaffirms Q2 guidance following Commerce Department announcements 05/15/20 NeoPhotonics falls -15.2% 05/15/20 NeoPhotonics falls -15.7% MU Micron $46.47 / +0.12 (+0.26%) 05/27/20 Micron CEO says FY21 capex expectations now lower than pre-COVID 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease LITE Lumentum $73.22 / -1.19 (-1.60%) 02/25/20 Lumentum withdraws from OFC 2020, cites spread of coronavirus 02/18/20 Infinera, Lumentum collaborate for XR Optics-based networking solutions 02/04/20 Fly Intel: Pre-market Movers IIVI II-VI $46.83 / -0.465 (-0.98%) 05/18/20 II-VI sees no to minimal impact from Commerce Department's interim rule 03/23/20 II-VI ramps manufacturing capacity for molecular diagnostic testing systems 02/18/20 Infinera, II-VI collaborate for XR Optics-based networking solutions ACIA Acacia Communications $67.64 / +0.15 (+0.22%) 02/27/20 Acacia Communications withdraws from OFC 2020 amid coronavirus MU WDC ACIA NPTN LITE IIVI MU Micron $46.47 / +0.12 (+0.26%) 05/28/20 Cleveland Research Micron downgraded to Neutral from Buy at Cleveland Research 05/28/20 Rosenblatt Rosenblatt reiterates $100 target on Micron after May quarter upside surprise 05/28/20 BofA Micron price target raised to $70 from $60 at BofA 05/28/20 Morgan Stanley Micron Q2 strength is 'reassuring,' but also understood, says Morgan Stanley WDC Western Digital $43.73 / +0.67 (+1.56%) 06/02/20 Morgan Stanley Morgan Stanley, cautious near-term on NAND, still sees value in Western Digital 05/21/20 Deutsche Bank Western Digital risk/reward favorable on low expectations, says Deutsche Bank 05/20/20 Cowen Western Digital reiterated as a top pick at Cowen 05/01/20 RBC Capital Western Digital price target lowered to $70 from $85 at RBC Capital ACIA Acacia Communications $67.64 / +0.15 (+0.22%) 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 $8.56 / -0.175 (-2.00%) 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 05/01/20 Piper Sandler NeoPhotonics price target raised to $14 from $9 at Piper Sandler 04/24/20 Rosenblatt NeoPhotonics downgraded to Neutral at Rosenblatt with stock near three-year high LITE Lumentum $73.22 / -1.19 (-1.60%) 05/06/20 Craig-Hallum Lumentum price target raised to $100 from $95 at Craig-Hallum 05/06/20 Piper Sandler Lumentum price target raised to $100 from $95 at Piper Sandler 05/05/20 Raymond James Lumentum price target raised to $97 from $90 at Raymond James IIVI II-VI $46.83 / -0.465 (-0.98%) 05/12/20 Deutsche Bank II-VI price target raised to $50 from $35 at Deutsche Bank 05/12/20 Needham II-VI price target raised to $52 from $40 at Needham 05/12/20 JPMorgan II-VI price target raised to $53 from $45 at JPMorgan 05/12/20 Craig-Hallum II-VI price target raised to $55 from $35 at Craig-Hallum WDC NPTN MU LITE IIVI ACIA WDC Western Digital $43.73 / +0.67 (+1.56%) 04/30/20 Western Digital sees Q4 EPS $1.00-$1.40, consensus $1.22 04/30/20 Western Digital sees Q4 EPS $1.00-$1.40, consensus $1.22 04/30/20 Western Digital reports Q3 EPS 85c, consensus 93c 04/30/20 Notable companies reporting after market close NPTN NeoPhotonics $8.56 / -0.175 (-2.00%) 04/30/20 NeoPhotonics sees Q2 EPS 5c-15c,consensus 6c 04/30/20 NeoPhotonics reports Q1 EPS 12c, consensus 5c 02/27/20 NeoPhotonics sees Q1 EPS 0c-10c, consensus (1c) MU Micron $46.47 / +0.12 (+0.26%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c LITE Lumentum $73.22 / -1.19 (-1.60%) 05/05/20 Lumentum sees Q4 adjusted EPS 70c-90c, consensus $1.05 05/05/20 Lumentum reports Q3 adjusted EPS $1.26, consensus $1.05 05/04/20 Notable companies reporting before tomorrow's open IIVI II-VI $46.83 / -0.465 (-0.98%) 05/11/20 II-VI sees Q4EPS 50c-70c, consensus 39c 05/11/20 II-VI reports Q3 EPS 47c, consensus 14c 05/11/20 Notable companies reporting after market close 02/10/20 II-VI sees Q1 EPS 2c-32c, consensus 39c ACIA Acacia Communications $67.64 / +0.15 (+0.22%) 05/04/20 Acacia Communications reports Q1 EPS 54c, consensus 38c 02/18/20 Acacia Communications reports Q4 EPS 48c, consensus 56c WDC NPTN MU ACIA WDC Western Digital $43.73 / +0.67 (+1.56%) 02/21/20 PC shipments expected to fall in 2020 due to coronavirus, TechCrunch reports NPTN NeoPhotonics $8.56 / -0.175 (-2.00%) 02/18/20 Trump administration may limit China's access to chip technology, WSJ reports MU Micron $46.47 / +0.12 (+0.26%) 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says ACIA Acacia Communications $67.64 / +0.15 (+0.22%) 05/28/20 Dealreporter says Acacia deal sees third party concerns in China, Bloomberg says WDC NPTN MU LITE IIVI ACIA WDC Western Digital $43.73 / +0.67 (+1.56%) 04/30/20 Fly Intel: After-Hours Movers 03/02/20 Upgrades of Apple, GE, Twitter among today's top analyst calls 02/22/20 Week in Review: How Trump's policies moved stocks 02/18/20 Fly Intel: Wall Street's top stories for Tuesday NPTN NeoPhotonics $8.56 / -0.175 (-2.00%) 05/23/20 Week in Review: How Trump's policies moved stocks MU Micron $46.47 / +0.12 (+0.26%) 05/27/20 Fly Intel: Wall Street's top stories for Wednesday 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday LITE Lumentum $73.22 / -1.19 (-1.60%) 05/05/20 Fly Intel: Pre-market Movers IIVI II-VI $46.83 / -0.465 (-0.98%) 05/12/20 Fly Intel: Pre-market Movers 05/11/20 Fly Intel: After-Hours Movers ACIA Acacia Communications $67.64 / +0.15 (+0.22%) 05/18/20 Fly Insider: Aecom ,Virtu among week's notable insider trades 02/08/20 Week in Review: How Trump's policies moved stocks 06/29/20 Micron - MU 06/02/20 NeoPhotonics Corp. 06/11/20 Lumentum WDC MU LITE WDC Western Digital $43.73 / +0.67 (+1.56%) 05/19/20 Western Digital call volume above normal and directionally bullish 04/27/20 Early notable gainers among liquid option names on April 27th 04/16/20 Western Digital put volume heavy and directionally bearish 03/10/20 Western Digital call volume above normal and directionally bullish MU Micron $46.47 / +0.12 (+0.26%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday LITE Lumentum $73.22 / -1.19 (-1.60%) 02/14/20 Lumentum call volume above normal and directionally bullish 01/31/20 Lumentum call volume above normal and directionally bullish 01/17/20 Lumentum put volume heavy and directionally bearish

Thursday
Downgrade	Micron downgraded to Neutral from Buy at Cleveland Research » 09:35 05/28/20 05/28 09:35 05/28/20 09:35 MU Micron $49.44 / +3.65 (+7.97%) Cleveland Research… Cleveland Research analyst Chandler Converse downgraded Micron to Neutral from Buy given his expectations for oversupply and price deflation in the second half of 2020 and early 2021. He sees a fair value of $39 for Micron shares, which are down 3% to $47.81 in early trading. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Micron CEO says FY21 capex expectations now lower than pre-COVID 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease MU Micron $49.44 / +3.65 (+7.97%) 05/28/20 Rosenblatt Rosenblatt reiterates $100 target on Micron after May quarter upside surprise 05/28/20 BofA Micron price target raised to $70 from $60 at BofA 05/28/20 Morgan Stanley Micron Q2 strength is 'reassuring,' but also understood, says Morgan Stanley 05/27/20 KeyBanc Micron price target raised to $59 from $48 at KeyBanc MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c MU Micron $49.44 / +3.65 (+7.97%) 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Fly Intel: Wall Street's top stories for Wednesday 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday 06/29/20 Micron - MU MU Micron $49.44 / +3.65 (+7.97%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday
Recommendations	Rosenblatt reiterates $100 target on Micron after May quarter upside surprise » 08:06 05/28/20 05/28 08:06 05/28/20 08:06 MU Micron $49.44 / +3.65 (+7.97%) Rosenblatt analyst Hans… Rosenblatt analyst Hans Mosesmann reiterates his Buy rating and $100 price target on Micron shares after the company previewed "surprising upside" for the May quarter driven by better pricing and better execution and, "interestingly," not unit demand as the key driver. Micron sees the August quarter growing sequentially and while there continues to be global cautiousness regarding the back half of the year, Mosesmann thinks that "the net result of the cautiousness" will be to stall any increases in wafer supply, the analyst added. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Micron CEO says FY21 capex expectations now lower than pre-COVID 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease MU Micron $49.44 / +3.65 (+7.97%) 05/28/20 BofA Micron price target raised to $70 from $60 at BofA 05/28/20 Morgan Stanley Micron Q2 strength is 'reassuring,' but also understood, says Morgan Stanley 05/27/20 KeyBanc Micron price target raised to $59 from $48 at KeyBanc 05/27/20 Wells Fargo Micron guidance hike increase Wells' confidence in $7 per share EPS forecast MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c MU Micron $49.44 / +3.65 (+7.97%) 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Fly Intel: Wall Street's top stories for Wednesday 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday 06/29/20 Micron - MU MU Micron $49.44 / +3.65 (+7.97%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday
Recommendations	Micron price target raised to $70 from $60 at BofA » 07:08 05/28/20 05/28 07:08 05/28/20 07:08 MU Micron $49.44 / +3.65 (+7.97%) BofA analyst Simon Woo… BofA analyst Simon Woo raised the firm's price target on Micron to $70 from $60 and keeps a Buy rating on the shares after the company issued new guidance for the May-end quarter and CEO Sanjay Mehrotra gave a positive outlook for the August-end one. Mehrotra pointed to stronger chip demand for the remote-work economy, better average selling prices and "quite normal operations" while presenting at a conference, according to Woo. Micron's comments on stronger demand and higher ASPs suggest memory earnings upside for Asian peers, but should have a "limited impact on equipment vendors," given its commentary on disciplined capex, added Woo. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Micron CEO says FY21 capex expectations now lower than pre-COVID 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease MU Micron $49.44 / +3.65 (+7.97%) 05/28/20 Morgan Stanley Micron Q2 strength is 'reassuring,' but also understood, says Morgan Stanley 05/27/20 KeyBanc Micron price target raised to $59 from $48 at KeyBanc 05/27/20 Wells Fargo Micron guidance hike increase Wells' confidence in $7 per share EPS forecast 05/12/20 KeyBanc Micron sticking with Q3 guidance, says KeyBanc MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c MU Micron $49.44 / +3.65 (+7.97%) 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Fly Intel: Wall Street's top stories for Wednesday 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday 06/29/20 Micron - MU MU Micron $49.44 / +3.65 (+7.97%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday

Recommendations

Micron Q2 strength is 'reassuring,' but also understood, says Morgan Stanley » 06:38

05/28/20

05/28

06:38

05/28/20

06:38

Micron

$49.44 / +3.65 (+7.97%)

After Micron…

After Micron pre-announced better than expected May quarter earnings and revenue, Morgan Stanley analyst Joseph Moore called the information "reassuring, albeit backward-looking, data," arguing that Q2 strength is already "understood." While he still has concerns about pricing weakness in Q3 and Q4, Moore is bullish on the relative potential for the stock, adding that a "higher baseline for the May quarter provides a nice cushion." Moore has an Overweight rating and $52.50 price target on Micron shares.

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MU Micron

$49.44 / +3.65 (+7.97%)

MU Micron

$49.44 / +3.65 (+7.97%)

05/27/20 KeyBanc: Micron price target raised to $59 from $48 at KeyBanc

05/27/20 Wells Fargo: Micron guidance hike increase Wells' confidence in $7 per share EPS forecast

05/12/20 KeyBanc: Micron sticking with Q3 guidance, says KeyBanc

05/12/20 Longbow: DRAM export data point to upside for Micron's May sales, says Longbow

MU Micron

$49.44 / +3.65 (+7.97%)

MU Micron

$49.44 / +3.65 (+7.97%)

MU Micron

$49.44 / +3.65 (+7.97%)

MU Micron

$49.44 / +3.65 (+7.97%)

Over a week ago
On The Fly	Fly Intel: Wall Street's top stories for Wednesday » 16:42 05/27/20 05/27 16:42 05/27/20 16:42 TWTR Twitter $33.06 / -0.96 (-2.82%) , AMZN Amazon.com $2,409.52 / -13.56 (-0.56%) , TSLA Tesla $819.81 / +1.76 (+0.22%) , BA Boeing $149.46 / +4.77 (+3.30%) , MU Micron $49.44 / +3.65 (+7.97%) , T AT&T $31.85 / +1.01 (+3.27%) , ROKU Roku $106.58 / -0.94 (-0.87%) , CMCSA Comcast $39.92 / +0.34 (+0.86%) , CMCSK Comcast $0.00 / + (+0.00%) , DIS Disney $121.50 / +0.54 (+0.45%) , MRSN Mersana Therapeutics $18.18 / +7.43 (+69.12%) , NVAX Novavax $45.47 / -2.77 (-5.74%) , FVRR Fiverr $58.04 / -4.065 (-6.55%) , STNE StoneCo $34.02 / +7.42 (+27.89%) Stock futures pointed to… Open Full Text ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options Technical Analysis TWTR TSLA T STNE ROKU NVAX MU MRSN FVRR DIS CMCSK CMCSA BA AMZN TWTR Twitter $33.06 / -0.96 (-2.82%) 05/27/20 President Trump threatens 'big action to follow' Twitter labeling of his tweets 05/27/20 Trump claims Twitter 'interfering in 2020 Presidential election' 05/20/20 Twitter testing new way to join a conversation 05/15/20 Appaloosa buys Twitter, Netflix stakes, exits Caesars, cuts Facebook position TSLA Tesla $819.81 / +1.76 (+0.22%) 05/21/20 Bill Ackman pitches Howard Hughes to Tesla's Musk for HQ 05/19/20 EU passenger car registrations down 76.3% in April 05/17/20 Fly Intel: Top five weekend stock stories T AT&T $31.85 / +1.01 (+3.27%) 05/27/20 Comcast, AT&T announce deal to bring HBO Max to Xfinity X1 and Flex 05/27/20 AT&T announces arrival of HBO Max 05/21/20 New trailer for Warner Bros.' 'Tenet' to air in 'Fortnite' STNE StoneCo $34.02 / +7.42 (+27.89%) 05/26/20 StoneCo provides update regarding COVID-19 impact ROKU Roku $106.58 / -0.94 (-0.87%) 05/19/20 Roku announces 'CoComelon' now available on Roku Channel 05/19/20 Universal Electronics files ITC complaint against Roku, partners 05/07/20 Roku down over 10% at $123 per share after Q1 results 05/07/20 Roku says impact of COVID-19 to remain for some time NVAX Novavax $45.47 / -2.77 (-5.74%) 05/27/20 Novavax acquires Praha Vaccines for approx. $167M 05/25/20 Novavax initiates Phase 1/2 clinical trial of COVID-19 vaccine MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Micron CEO says FY21 capex expectations now lower than pre-COVID 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease MRSN Mersana Therapeutics $18.18 / +7.43 (+69.12%) 05/27/20 Mersana Therapeutics reports interim Phase 1 data for XMT-1536 cancer candidate 05/14/20 Mersana Therapeutics initiates patient dosing in XMT-1592 dose escalation study 05/13/20 Mersana Therapeutics to report interim data from Phase 1 dose expansion of XMT-1 04/15/20 Mersana Therapeutics appoints Martin Huber to board of directors FVRR Fiverr $58.04 / -4.065 (-6.55%) 05/27/20 Fiverr falls -5.1% 04/20/20 Fiverr rises 15.5% DIS Disney $121.50 / +0.54 (+0.45%) 05/27/20 Disney unveils plans for phased reopening of WDW Resort theme parks 05/27/20 Disney has not 'scratched the surface' of getting Plus subscribers, CEO says 05/27/20 Disney CEO says cruise business likely last one to come back online 05/27/20 Disney CEO says Shanghai attendance about 20,000 per day CMCSK Comcast $0.00 / + (+0.00%) 05/14/20 Comcast has deployed over 1M Xfinity Flex devices 05/04/20 NFL to not play any international games during 2020 season CMCSA Comcast $39.92 / +0.34 (+0.86%) 05/18/20 SmileDirectClub confirms filing $2.8B lawsuit against NBC Universal 05/18/20 Comcast launches 5G plans for Xfinity mobile customers BA Boeing $149.46 / +4.77 (+3.30%) 05/27/20 Boeing CEO highlights 'green shoots' with some customers seeing turnaround 05/27/20 Boeing starts involuntary layoffs with 6,770 U.S. workers losing jobs 05/19/20 Delta Air Lines: Decision to exit fleet like 777 'isn't an easy one' 05/17/20 Elliott added Dropbox and Oracle during Q1, exited NortonLifeLock AMZN Amazon.com $2,409.52 / -13.56 (-0.56%) 05/27/20 SeaChange to utilize AWS to drive TV provider revenues 05/26/20 Amazon expects to invest $4B from April to June on COVID initiatives 05/25/20 Fly Intel: Top five weekend stock stories TWTR AMZN TSLA BA MU T ROKU CMCSA CMCSK DIS MRSN NVAX FVRR STNE TWTR Twitter $33.06 / -0.96 (-2.82%) 05/27/20 Cowen Cowen says Twitter 'will be fine,' but Republicans could support Facebook suit 05/06/20 China Renaissance Twitter price target lowered to $23 from $25 at China Renaissance 05/01/20 Fly Intel: Top five analyst downgrades 05/01/20 Deutsche Bank Twitter price target raised to $28 from $22 at Deutsche Bank AMZN Amazon.com $2,409.52 / -13.56 (-0.56%) 05/27/20 Morgan Stanley Amazon deal could open door for ridesharing competition, says Morgan Stanley 05/18/20 Bernstein Amazon not building standalone overnight network, says Bernstein 05/14/20 KeyBanc Farfetch, Nordstrom, Revolve could be impacted by Amazon offering, says KeyBanc 05/12/20 Barrington Amazon interest in AMC 'not outside the realm of possibility,' says Barrington TSLA Tesla $819.81 / +1.76 (+0.22%) 05/27/20 Roth Capital Tesla's North American price cuts hint at weak demand, says Roth Capital 05/27/20 GLJ Research Tesla 'midnight price massacre' illustrates demand problem, says GLJ Research 05/27/20 Wedbush Tesla price target raised to $800 from $600 at Wedbush BA Boeing $149.46 / +4.77 (+3.30%) 05/22/20 Canaccord Boeing price target lowered to $155 from $175 at Canaccord 05/20/20 RBC Capital RBC starts Boeing at Outperform on favorable risk/reward profile 05/20/20 RBC Capital Boeing initiated with an Outperform at RBC Capital 05/05/20 Nord/LB Boeing downgraded to Sell from Hold at Nord/LB MU Micron $49.44 / +3.65 (+7.97%) 05/28/20 BofA Micron price target raised to $70 from $60 at BofA 05/28/20 Morgan Stanley Micron Q2 strength is 'reassuring,' but also understood, says Morgan Stanley 05/27/20 KeyBanc Micron price target raised to $59 from $48 at KeyBanc 05/27/20 Wells Fargo Micron guidance hike increase Wells' confidence in $7 per share EPS forecast T AT&T $31.85 / +1.01 (+3.27%) 05/21/20 JPMorgan Dish, AT&T's DirecTV combining could make sense, says JPMorgan 05/20/20 KeyBanc T-Mobile price target raised to $126 from $104 at KeyBanc 05/05/20 Needham Five9 price target raised to $115 from $82 at Needham 05/04/20 Needham Ceragon longer-term news continues to improve, says Needham ROKU Roku $106.58 / -0.94 (-0.87%) 05/22/20 Fly Intel: Top five analyst downgrades 05/22/20 Stephens Roku downgraded to Equal Weight on worries about TCL at Stephens 05/22/20 Stephens Roku downgraded to Equal Weight from Overweight at Stephens 05/08/20 Susquehanna Roku price target lowered to $145 from $170 at Susquehanna CMCSA Comcast $39.92 / +0.34 (+0.86%) 05/19/20 Fly Intel: Top five analyst downgrades 05/19/20 Guggenheim Guggenheim downgrades Comcast to Neutral on challenging 'new normal' 05/19/20 Guggenheim Comcast downgraded to Neutral from Buy at Guggenheim CMCSK Comcast $0.00 / + (+0.00%) 04/28/20 Wells Fargo SeaWorld price target lowered to $16 from $36 at Wells Fargo 04/17/20 Oppenheimer Comcast downgraded to Perform from Outperform at Oppenheimer 03/16/20 Fly Intel: Top five analyst downgrades 03/16/20 Raymond James Comcast downgraded to Market Perform from Outperform at Raymond James DIS Disney $121.50 / +0.54 (+0.45%) 05/28/20 Imperial Capital Disney downgraded to Underperform from In-Line at Imperial Capital 05/19/20 JPMorgan Kevin Mayer exit 'neither a big surprise nor a hiccup,' says JPMorgan 05/19/20 Deutsche Bank Disney price target lowered to $128 from $147 at Deutsche Bank MRSN Mersana Therapeutics $18.18 / +7.43 (+69.12%) 05/27/20 H.C. Wainwright Mersana Therapeutics price target raised to $26 from $13 at H.C. Wainwright 04/29/20 BTIG Mersana Therapeutics initiated with a Buy at BTIG 01/21/20 H.C. Wainwright Mersana Therapeutics price target raised to $12 from $7 at H.C. Wainwright 08/20/19 H.C. Wainwright H.C. Wainwright says trial initiation at higher dosing 'bodes well' for Mersana NVAX Novavax $45.47 / -2.77 (-5.74%) 05/26/20 B. Riley FBR Novavax has become a leading COVID vaccine candidate, says B. Riley FBR 05/18/20 B. Riley FBR Novavax price target raised to $53 from $43 at B. Riley FBR 05/14/20 Ladenburg Novavax price target raised to $50 from $38 at Ladenburg 05/12/20 B. Riley FBR Novavax price target raised to $43 from $29 at B. Riley FBR FVRR Fiverr $58.04 / -4.065 (-6.55%) 05/08/20 JPMorgan Fiverr price target raised to $54 from $37 at JPMorgan 02/21/20 Fiverr management to meet with Oppenheimer 02/20/20 Fly Intel: Top five analyst upgrades 02/20/20 JPMorgan Fiverr upgraded to Overweight with $37 price target at JPMorgan STNE StoneCo $34.02 / +7.42 (+27.89%) 05/19/20 Citi StoneCo price target raised to $30 from $28 at Citi 03/31/20 Citi StoneCo price target lowered to $28 from $50 at Citi 03/27/20 HSBC StoneCo upgraded to Hold from Reduce at HSBC 03/03/20 Cantor Fitzgerald StoneCo price target raised to $49 from $40 at Cantor Fitzgerald TWTR TSLA T STNE ROKU NVAX MU MRSN FVRR DIS CMCSK CMCSA BA AMZN TWTR Twitter $33.06 / -0.96 (-2.82%) 04/30/20 Twitter not providing quarterly revenue, operating income guidance for Q2 04/30/20 Twitter reports 24% year-over-tear growth in mDAU to 166M 04/30/20 Twitter reports Q1 adjusted EPS 11c, consensus 10c 04/29/20 Notable companies reporting before tomorrow's open TSLA Tesla $819.81 / +1.76 (+0.22%) 05/10/20 Fly Intel: Top five weekend stock stories 04/29/20 Tesla reports Q1 adjusted EPS $1.24, consensus (36c) 04/29/20 Notable companies reporting after market close 01/29/20 Tesla sees reaching 'industry-leading operating margin' T AT&T $31.85 / +1.01 (+3.27%) 04/22/20 AT&T withdraws financial guidance 04/22/20 AT&T reports Q1 adjusted EPS 84c, consensus 85c 04/21/20 Notable companies reporting before tomorrow's open 04/21/20 Fly Intel: What to watch in telecom sector earnings reports STNE StoneCo $34.02 / +7.42 (+27.89%) 05/26/20 StoneCo reports Q1 adj. EPS R$0.58 vs. R$0.66 last year 03/02/20 StoneCo reports Q4 adjusted net income R$ 275.0M, up 76.4% year over year ROKU Roku $106.58 / -0.94 (-0.87%) 05/07/20 Roku reports Q1 EPS (45c), consensus (45c) 05/07/20 Notable companies reporting after market close 04/13/20 Roku withdraws FY20 guidance, sees Q1 streaming hours up 49% 04/13/20 Roku sees Q1 revenue $307M-$317M, consensus $299.8M NVAX Novavax $45.47 / -2.77 (-5.74%) 05/11/20 Novavax reports Q1 EPS (58c), consensus (78c) 03/11/20 Novavax reports Q4 EPS $1.13, consensus $1.06 MU Micron $49.44 / +3.65 (+7.97%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c MRSN Mersana Therapeutics $18.18 / +7.43 (+69.12%) 05/08/20 Mersana Therapeutics reports Q1 EPS (35c), consensus (37c) 02/28/20 Mersana Therapeutics reports Q4 EPS (34c), consensus (38c) FVRR Fiverr $58.04 / -4.065 (-6.55%) 05/07/20 Fiverr raises FY20 revenue view to $145.5M-$147.5M from $139M-$141M 05/07/20 Fiverr sees Q2 revenue $35.5M-$36.5M, consensus $33.78M 05/07/20 Fiverr reports Q1 EPS (8c), consensus (13c) 02/19/20 Fiverr sees FY20 revenue $139M-$141M, consensus $135.74M DIS Disney $121.50 / +0.54 (+0.45%) 05/05/20 Disney reports Q2 adjusted EPS 60c, consensus 88c 05/05/20 Notable companies reporting after market close 02/04/20 Disney reports Q1 adjusted EPS $1.53, consensus $1.44 02/04/20 Notable companies reporting after market close CMCSK Comcast $0.00 / + (+0.00%) 12/17/19 CSG sees FY20 adj. revenue $907M-$940M, consensus $936.57M CMCSA Comcast $39.92 / +0.34 (+0.86%) 04/30/20 Comcast reports Q1 adj. EPS 71c, consensus 68c 01/23/20 Comcast reports Q4 adjusted EPS 79c, consensus 76c BA Boeing $149.46 / +4.77 (+3.30%) 04/29/20 Boeing reports Q1 core EPS ($1.70), consensus ($1.61) 04/28/20 Notable companies reporting before tomorrow's open 01/30/20 Fly Intel: What to watch in Caterpillar earnings report AMZN Amazon.com $2,409.52 / -13.56 (-0.56%) 04/30/20 Amazon.com reports Q1 AWS net sales $10.22BB vs. $7.7BB a year ago 04/30/20 Amazon.com sees Q2 revenue $75B-$81B, consensus $77.99B 04/30/20 Amazon.com reports Q1 EPS $5.01, consensus $6.25 04/30/20 Notable companies reporting after market close 29 May TWTR TSLA T ROKU NVAX MU DIS CMCSK CMCSA BA AMZN TWTR Twitter $33.06 / -0.96 (-2.82%) 05/27/20 Twitter adds fact-checking links to Trump's vote-by-mail tweets, BI reports 05/26/20 Twitter responds after widower asks for Trump's tweets to be removed, BI reports 05/26/20 Trump may form panel to review complaints of online bias, WSJ reports 05/18/20 Square announces permanent work-from-home policy, The Verge reports TSLA Tesla $819.81 / +1.76 (+0.22%) 05/27/20 Tesla reduces prices across lineup, Electrek reports 05/20/20 Tesla dismisses lawsuit against Alameda County, Verge reports 05/19/20 Panasonic to restart production at Tesla's Buffalo factory this week, Verge says 05/19/20 Panasonic, Tesla in talks to expand production at Nevada plant, Reuters reports T AT&T $31.85 / +1.01 (+3.27%) 05/26/20 DirecTV ordered to restore services by Venezuela Supreme Court, Reuters says ROKU Roku $106.58 / -0.94 (-0.87%) 05/20/20 WarnerMedia in talks with Roku on HBO Max deal, Variety reports 05/06/20 Google set to introduce new Android TV streaming device soon, Protocol reports NVAX Novavax $45.47 / -2.77 (-5.74%) 05/16/20 Too early to pick winners, losers in COVID-19 vaccine race, Barron's says 05/11/20 U.S.to accuse China of tying to steal COVID-19 intellectual property, WSJ says 04/20/20 Novavax shares heading back to $15, Citron Research says 04/20/20 Novavax shares heading back to $15, Citron Research says MU Micron $49.44 / +3.65 (+7.97%) 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says DIS Disney $121.50 / +0.54 (+0.45%) 05/27/20 Disney proposing phased reopening of Magic Kingdom on July 11, CNBC says 05/21/20 ABC cancels 'Single Parents,' renews 'Black-ish,' Variety says 05/20/20 Disney tells CNBC not presenting park reopening proposal in Florida tomorrow CMCSK Comcast $0.00 / + (+0.00%) 05/16/20 Verizon among stocks splitting difference between yield, safety, Barron's says 05/05/20 NBCUniversal cutting senior management pay by 20%, WSJ reports CMCSA Comcast $39.92 / +0.34 (+0.86%) 05/21/20 Universal Orlando targeting June 5 for reopening, WFTV reports 05/20/20 Disney, Universal to present FL park opening plans Thurs, Orlando Sentinel says BA Boeing $149.46 / +4.77 (+3.30%) 05/27/20 Boeing to announce about 2,500 voluntary layoffs this week, WSJ reports 05/26/20 Boeing to announce 'deep' job cuts for Seattle engineering staff, Bloomberg says 05/26/20 Boeing, Airbus reseraching coronavirus's behavior inside jetliners, WSJ reports 05/19/20 FAA announces reforms to safety protocol after Boeing 737 errors,Bloomberg says AMZN Amazon.com $2,409.52 / -13.56 (-0.56%) 05/27/20 AT&T reaches deal with Comcast for HBO Max streaming service, WSJ says 05/27/20 AT&T reaches deal with Comcast for HBO Max streaming service, WSJ says 05/27/20 AT&T's WarnerMedia launching HBO Max Wednesday, Reuters reports 05/26/20 Amazon.com in advanced talks to buy Zoox, WSJ says TWTR TSLA T ROKU NVAX MU MRSN FVRR DIS CMCSK CMCSA BA AMZN TWTR Twitter $33.06 / -0.96 (-2.82%) 05/27/20 Fly Intel: Wall Street's top stories for Wednesday 05/27/20 #SocialStocks: Fact-checking links added to Trump's tweets 05/20/20 #SocialStocks: Facebook Shops announced, Appaloosa takes stake in Twitter 05/13/20 #SocialStocks: Facebook pulls hate content, Pinterest launches app with Shopify TSLA Tesla $819.81 / +1.76 (+0.22%) 05/16/20 Week in Review: How Trump's policies moved stocks 05/12/20 Fly Intel: Wall Street's top stories for Tuesday T AT&T $31.85 / +1.01 (+3.27%) 04/25/20 Week in Review: How Trump's policies moved stocks 04/24/20 Fly Intel: Wall Street's top stories for Friday 04/24/20 Fly Intel: Wall Street's top stories at midday ROKU Roku $106.58 / -0.94 (-0.87%) 05/22/20 Fly Intel: HP Enterprise, Roku downgrades among today's top calls on Wall Street 05/22/20 Fly Intel: Pre-market Movers 05/13/20 Fly Intel: Pre-market Movers NVAX Novavax $45.47 / -2.77 (-5.74%) 05/26/20 Fly Intel: Wall Street's top stories for Tuesday 05/26/20 Fly Intel: Wall Street's top stories at midday 05/26/20 Fly Intel: Pre-market Movers MU Micron $49.44 / +3.65 (+7.97%) 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday MRSN Mersana Therapeutics $18.18 / +7.43 (+69.12%) 04/13/20 Fly Insider: Carnival, SBA among week's notable insider transactions FVRR Fiverr $58.04 / -4.065 (-6.55%) 05/26/20 Fly Intel: After-Hours Movers DIS Disney $121.50 / +0.54 (+0.45%) 05/19/20 Game On: NPD reports record consumer video game spend in Q1 CMCSK Comcast $0.00 / + (+0.00%) 05/19/20 Disney, Comcast downgrades among today's top calls on Wall Street CMCSA Comcast $39.92 / +0.34 (+0.86%) 05/20/20 Fly Intel: Wall Street's top stories for Wednesday 05/19/20 Fly Intel: Wall Street's top stories for Tuesday 05/19/20 Fly Intel: Wall Street's top stories at midday BA Boeing $149.46 / +4.77 (+3.30%) 05/27/20 Fly Intel: Pre-market Movers 05/21/20 Lowe's upgrade, Square downgrade among today's top calls on Wall Street 05/15/20 Fly Intel: Wall Street's top stories at midday AMZN Amazon.com $2,409.52 / -13.56 (-0.56%) 05/27/20 Amazon interest in Zoox seen opening door for potential Uber, Tesla competition 05/26/20 Fly Insider: Arconic, Allakos among week's notable insider trades 05/26/20 2020 Technology, Media & Telecom Virtual Conference 05/29/20 Virtual Annual Meeting of ASCO 2020 09/14/20 ShopTalk 2020 05/28/20 Roku - ROKU 06/29/20 Micron - MU 07/23/20 Twitter - TWTR 07/23/20 AT&T - T 05/27/20 Mersana Therapeutics 05/27/20 Amazon.com, Inc. 05/27/20 Twitter, Inc. 08:45 Today Comcast Corporation 06/10/20 Roku, Inc. 06/12/20 Mersana Therapeutics, Inc. 06/25/20 Novavax Inc TWTR TSLA T STNE ROKU NVAX MU MRSN FVRR DIS CMCSA BA AMZN TWTR Twitter $33.06 / -0.96 (-2.82%) 05/20/20 Unusually active option classes on open May 20th 05/19/20 Twitter call volume above normal and directionally bullish 03/17/20 Twitter put volume heavy and directionally bearish 03/05/20 Unusual put flow in option market yesterday TSLA Tesla $819.81 / +1.76 (+0.22%) 05/11/20 Unusual call flow in option market yesterday 05/08/20 Tesla leads single stock option volume as shares pass $800 05/04/20 Notable open interest changes for May 4th 05/01/20 Tesla volume double normal as 1M contracts trade amid mystery tweet selloff T AT&T $31.85 / +1.01 (+3.27%) 05/26/20 Notable open interest changes for May 26th 04/23/20 Notable open interest changes for April 23rd 04/16/20 Notable open interest changes for April 16th STNE StoneCo $34.02 / +7.42 (+27.89%) 05/26/20 StoneCo call volume above normal and directionally bullish 05/07/20 StoneCo call volume above normal and directionally bullish 03/27/20 StoneCo call volume above normal and directionally bullish 03/02/20 StoneCo options imply 16.9% move in share price post-earnings ROKU Roku $106.58 / -0.94 (-0.87%) 05/12/20 Unusually active option classes on open May 12th 05/08/20 Notable open interest changes for May 8th 04/20/20 Roku call volume above normal and directionally bullish 04/20/20 Unusually active option classes on open April 20th NVAX Novavax $45.47 / -2.77 (-5.74%) 05/18/20 Novavax call volume above normal and directionally bullish 05/15/20 Novavax call volume above normal and directionally bullish 05/12/20 Novavax call volume above normal and directionally bullish 05/01/20 Novavax options imply 15.8% move in share price post-earnings MU Micron $49.44 / +3.65 (+7.97%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday MRSN Mersana Therapeutics $18.18 / +7.43 (+69.12%) 02/12/20 Four new option listings and one option delisting on February 12th FVRR Fiverr $58.04 / -4.065 (-6.55%) 01/08/20 Two new option listings and two option delistings on January 8th DIS Disney $121.50 / +0.54 (+0.45%) 05/21/20 Notable open interest changes for May 21st 05/08/20 Unusually active option classes on open May 8th 03/27/20 Disney put volume heavy and directionally bearish 03/20/20 Unusual put flow in option market yesterday CMCSA Comcast $39.92 / +0.34 (+0.86%) 04/20/20 Comcast put volume heavy and directionally bearish 03/23/20 Largest borrow rate increases among liquid names 01/08/20 Comcast call volume above normal and directionally bullish 01/02/20 Unusually active option classes on open January 2nd BA Boeing $149.46 / +4.77 (+3.30%) 05/21/20 Boeing call volume above normal and directionally bullish 05/21/20 Early notable gainers among liquid option names on May 21st 05/21/20 Unusually active option classes on open May 21st 04/17/20 Early notable gainers among liquid option names on April 17th AMZN Amazon.com $2,409.52 / -13.56 (-0.56%) 05/01/20 Notable open interest changes for May 1st 01/31/20 Early notable gainers among liquid option names on January 31st 01/31/20 Notable open interest changes for January 31st 01/30/20 Amazon options imply 5.1% move in share price post-earnings TSLA AMZN TSLA Tesla $819.81 / +1.76 (+0.22%) 01/29/20 Technical Earnings Preview: Tesla AMZN Amazon.com $2,409.52 / -13.56 (-0.56%) 05/01/20 On The Fly: Weekly technical notes for S&P 500 12/27/19 On The Fly: Weekly technical notes for S&P 500
Recommendations	Micron price target raised to $59 from $48 at KeyBanc » 15:56 05/27/20 05/27 15:56 05/27/20 15:56 MU Micron $49.23 / +3.44 (+7.51%) KeyBanc analyst Weston… KeyBanc analyst Weston Twigg raised the firm's price target on Micron to $59 from $48 and keeps an Overweight rating on the shares after the company raised its Q3 guidance above its prior ranges. Twigg said that strength was noted in both DRAM and NAND, led by work-from-home and ecommerce trends, though overall demand is still negatively affected by the COVID-19 pandemic. The analyst added that Micron's supply has been better than it previously anticipated, and pricing has been "strong." ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options MU Micron $49.23 / +3.44 (+7.51%) 05/27/20 Micron CEO says FY21 capex expectations now lower than pre-COVID 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease MU Micron $49.23 / +3.44 (+7.51%) 05/27/20 Wells Fargo Micron guidance hike increase Wells' confidence in $7 per share EPS forecast 05/12/20 KeyBanc Micron sticking with Q3 guidance, says KeyBanc 05/12/20 Longbow DRAM export data point to upside for Micron's May sales, says Longbow 04/22/20 Cleveland Research Micron near-term pricing dynamics favorable, says Cleveland Research MU Micron $49.23 / +3.44 (+7.51%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c MU Micron $49.23 / +3.44 (+7.51%) 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says MU Micron $49.23 / +3.44 (+7.51%) 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday 03/26/20 Fly Intel: Micron double upgrade among today's top calls on Wall Street MU Micron $49.23 / +3.44 (+7.51%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday
Recommendations	Micron guidance hike increase Wells' confidence in $7 per share EPS forecast » 15:11 05/27/20 05/27 15:11 05/27/20 15:11 MU Micron $48.82 / +3.03 (+6.62%) Wells Fargo analyst Aaron… Wells Fargo analyst Aaron Rakers maintained an Overweight rating and $55 price target on Micron following the company's investor presentation where management increased Q3 EPS and revenue guidance, and noted that the "pricing environment has been more favorable than anticipated." This guidance raise and commentary gives the analyst "increased confidence that the company can return to a mid-cycle +$7 per share EPS story." ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options MU Micron $48.82 / +3.03 (+6.62%) 05/27/20 Micron CEO says FY21 capex expectations now lower than pre-COVID 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease MU Micron $48.82 / +3.03 (+6.62%) 05/12/20 KeyBanc Micron sticking with Q3 guidance, says KeyBanc 05/12/20 Longbow DRAM export data point to upside for Micron's May sales, says Longbow 04/22/20 Cleveland Research Micron near-term pricing dynamics favorable, says Cleveland Research 04/13/20 Fly Intel: Top five analyst downgrades MU Micron $48.82 / +3.03 (+6.62%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c MU Micron $48.82 / +3.03 (+6.62%) 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says MU Micron $48.82 / +3.03 (+6.62%) 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday 03/26/20 Fly Intel: Micron double upgrade among today's top calls on Wall Street MU Micron $48.82 / +3.03 (+6.62%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday
Hot Stocks	Micron CEO says FY21 capex expectations now lower than pre-COVID » 14:05 05/27/20 05/27 14:05 05/27/20 14:05 MU Micron $47.89 / +2.1 (+4.59%) Micron President and CEO… Micron President and CEO Sanjay Mehrotra continues presenting at the 2020 Bernstein Strategic Decisions Conference. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options MU Micron $47.89 / +2.1 (+4.59%) 05/27/20 Micron seeing strength in data center, views as long-term driver 05/27/20 Micron CEO sees 5G 'reigniting demand' for smartphones 05/27/20 Micron CEO sees pent-up demand for smartphones coming back as lockdowns ease 05/27/20 Micron CEO 'cautiously optimistic' about sustaining performance in Q4 MU Micron $47.89 / +2.1 (+4.59%) 05/12/20 KeyBanc Micron sticking with Q3 guidance, says KeyBanc 05/12/20 Longbow DRAM export data point to upside for Micron's May sales, says Longbow 04/22/20 Cleveland Research Micron near-term pricing dynamics favorable, says Cleveland Research 04/13/20 Fly Intel: Top five analyst downgrades MU Micron $47.89 / +2.1 (+4.59%) 05/27/20 Micron now sees Q3 adjusted EPS 75c-80c, consensus 56c 04/22/20 Fly Intel: What to watch in data storage earnings reports 03/25/20 Micron sees Q3 EPS 55c, +/- 15c, consensus 53c 03/25/20 Micron reports Q2 EPS 45c, consensus 37c MU Micron $47.89 / +2.1 (+4.59%) 05/13/20 Huawei may face financial sanctions under bipartisan proposal, Newsweek says 05/13/20 Micron ramping up Taiwan production of 1znm DRAM chips, DigiTimes reports 03/26/20 U.S. seeks to restrict global supply of chips to Huawei, Reuters reports 03/09/20 Huawei sees smartphone shipments down about 20% this year, The Information says MU Micron $47.89 / +2.1 (+4.59%) 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 03/26/20 Fly Intel: Wall Street's top stories for Thursday 03/26/20 Fly Intel: Wall Street's top stories at midday 03/26/20 Fly Intel: Micron double upgrade among today's top calls on Wall Street MU Micron $47.89 / +2.1 (+4.59%) 05/18/20 Unusual call flow in option market yesterday 05/15/20 Micron call buyer realizes 24% same-day gains 05/14/20 Micron call volume above normal and directionally bullish 04/24/20 Unusual call flow in option market yesterday

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