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Recommendations
Benchmark says Biden order bodes well for Nova Measuring, other semi suppliers » 09:35
02/24/21
02/24
09:35
02/24/21
09:35
NVMI

Nova Measuring

$82.28 /

+0.865 (+1.06%)

, TSM

TSMC

$129.10 /

-4.5 (-3.37%)

, WDC

Western Digital

$67.21 /

-0.6 (-0.88%)

, ONTO

Onto Innovation

$62.26 /

-2.095 (-3.26%)

Benchmark analyst Mark…

Benchmark analyst Mark Miller noted that press reports indicate that President Joe Biden is scheduled to sign an executive order aimed at addressing the global semiconductor chip shortage that will launch an immediate 100-day review of supply chains for four critical products, including semiconductor chips. The order - along with TSMC's (TSM) plans for a $12B fab in Arizona, Western Digital (WDC) and Kioxia's recently announced plans for a $9.45B fab in Japan and reports that Samsung is considering a $17B fab in Texas - all bode well for the future of Nova Measuring (NVMI), Onto Innovation (ONTO) and "all semiconductor equipment suppliers through next year," Miller tells investors in a research note. He has Buy ratings on Nova and Onto.

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WDC Western Digital
$67.21 /

-0.6 (-0.88%)

TSM TSMC
$129.10 /

-4.5 (-3.37%)

ONTO Onto Innovation
$62.26 /

-2.095 (-3.26%)

NVMI Nova Measuring
$82.28 /

+0.865 (+1.06%)

NVMI Nova Measuring
$82.28 /

+0.865 (+1.06%)

02/23/21 BofA
Nova Measuring initiated with a Buy at BofA
02/23/21 BofA
Nova Measuring initiated with a Buy at BofA
02/19/21 Lake Street
Nova Measuring price target raised to $95 from $68 at Lake Street
02/19/21 Citi
Nova Measuring price target raised to $97 from $90 at Citi
TSM TSMC
$129.10 /

-4.5 (-3.37%)

02/01/21 Northland
Intel downgraded to Underperform from Market Perform at Northland
01/26/21
Applied Materials upgraded to Buy at DA Davidson on semicap strength
01/22/21 Northland
Intel price target raised to $57 from $46 at Northland
01/21/21 New Street
New Street upgrades ASML to Buy given 'brave new world'
WDC Western Digital
$67.21 /

-0.6 (-0.88%)

02/24/21 Susquehanna
Western Digital price target raised to $100 from $85 at Susquehanna
02/17/21 Craig-Hallum
Western Digital price target raised to $90 from $72 at Craig-Hallum
01/29/21 Loop Capital
Western Digital price target raised to $65 from $50 at Loop Capital
01/29/21 RBC Capital
Western Digital price target raised to $65 from $54 at RBC Capital
ONTO Onto Innovation
$62.26 /

-2.095 (-3.26%)

02/10/21 B. Riley Securities
B. Riley Securities sees interesting opportunities in Skyworks, Silicon Motion
02/05/21 B. Riley Securities
Onto Innovation price target raised to $74 from $73 at B. Riley Securities
01/25/21 B. Riley Securities
Onto Innovation price target raised to $73 from $59 at B. Riley Securities
12/14/20 B. Riley Securities
Onto Innovation price target raised to $59 from $51 at B. Riley Securities
WDC Western Digital
$67.21 /

-0.6 (-0.88%)

TSM TSMC
$129.10 /

-4.5 (-3.37%)

ONTO Onto Innovation
$62.26 /

-2.095 (-3.26%)

NVMI Nova Measuring
$82.28 /

+0.865 (+1.06%)

WDC Western Digital
$67.21 /

-0.6 (-0.88%)

TSM TSMC
$129.10 /

-4.5 (-3.37%)

WDC Western Digital
$67.21 /

-0.6 (-0.88%)

TSM TSMC
$129.10 /

-4.5 (-3.37%)

WDC Western Digital
$67.21 /

-0.6 (-0.88%)

TSM TSMC
$129.10 /

-4.5 (-3.37%)

Over a week ago
Initiation
Nova Measuring initiated with a Buy at BofA » 06:23
02/23/21
02/23
06:23
02/23/21
06:23
NVMI

Nova Measuring

$81.64 /

-2.93 (-3.46%)

BofA analyst Jamie…

BofA analyst Jamie Zakalik initiated coverage of Nova Measuring with a Buy rating and $100 price target. The implied 31-times forward earnings multiple is warranted by the company's superior gross margins and "unique X-Ray thin-film metrology capabilities", the analyst tells investors in a research note, adding that she sees an "industry leading" 13% sales and 17% EPS CAGR from 2020-2023.

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NVMI Nova Measuring
$81.64 /

-2.93 (-3.46%)

NVMI Nova Measuring
$81.64 /

-2.93 (-3.46%)

02/23/21 BofA
Nova Measuring initiated with a Buy at BofA
02/19/21 Lake Street
Nova Measuring price target raised to $95 from $68 at Lake Street
02/19/21 Citi
Nova Measuring price target raised to $97 from $90 at Citi
02/09/21
Fly Intel: Top five analyst initiations
NVMI Nova Measuring
$81.64 /

-2.93 (-3.46%)

Initiation
Nova Measuring initiated with a Buy at BofA » 06:03
02/23/21
02/23
06:03
02/23/21
06:03
NVMI

Nova Measuring

$81.64 /

-2.93 (-3.46%)

BofA initiated coverage…

BofA initiated coverage of Nova Measuring with a Buy rating and $100 price target.

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NVMI Nova Measuring
$81.64 /

-2.93 (-3.46%)

NVMI Nova Measuring
$81.64 /

-2.93 (-3.46%)

02/19/21 Lake Street
Nova Measuring price target raised to $95 from $68 at Lake Street
02/19/21 Citi
Nova Measuring price target raised to $97 from $90 at Citi
02/09/21
Fly Intel: Top five analyst initiations
02/09/21 Citi
Nova Measuring initiated with a Buy at Citi
NVMI Nova Measuring
$81.64 /

-2.93 (-3.46%)

Recommendations
Nova Measuring price target raised to $95 from $68 at Lake Street » 08:51
02/19/21
02/19
08:51
02/19/21
08:51
NVMI

Nova Measuring

/

+

Lake Street analyst…

Lake Street analyst Jaeson Schmidt raised the firm's price target on Nova Measuring to $95 from $68 and keeps a Buy rating on the shares, telling investors after the company's earnings report that he continues to be impressed with the momentum Nova is seeing and sees the company being "on a path to see consistent, strong top line growth and expanding earnings this year and next."

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NVMI Nova Measuring
/

+

NVMI Nova Measuring
/

+

02/19/21 Citi
Nova Measuring price target raised to $97 from $90 at Citi
02/09/21
Fly Intel: Top five analyst initiations
02/09/21 Citi
Nova Measuring initiated with a Buy at Citi
10/19/20 Needham
Nova Measuring price target raised to $65 from $60 at Needham
NVMI Nova Measuring
/

+

Recommendations
Nova Measuring price target raised to $97 from $90 at Citi » 06:20
02/19/21
02/19
06:20
02/19/21
06:20
NVMI

Nova Measuring

$83.50 /

+0.26 (+0.31%)

Citi analyst Atif Malik…

Citi analyst Atif Malik raised the firm's price target on Nova Measuring to $97 from $90 and keeps a Buy rating on the shares following the company's results. Strong demand from three major customers including a leading foundry in Taiwan, a foundry in China, and a leading memory maker drove the strength in the December quarter, Malik tells investors in a research note.

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NVMI Nova Measuring
$83.50 /

+0.26 (+0.31%)

NVMI Nova Measuring
$83.50 /

+0.26 (+0.31%)

02/09/21
Fly Intel: Top five analyst initiations
02/09/21 Citi
Nova Measuring initiated with a Buy at Citi
10/19/20 Needham
Nova Measuring price target raised to $65 from $60 at Needham
06/22/20 Stifel
Nova Measuring downgraded to Hold from Buy at Stifel
NVMI Nova Measuring
$83.50 /

+0.26 (+0.31%)

Earnings
Nova Measuring sees Q1 adjusted EPS 55c-66c, consensus 52c » 08:04
02/18/21
02/18
08:04
02/18/21
08:04
NVMI

Nova Measuring

$83.12 /

-1.19 (-1.41%)

Sees Q1 revenue…

Sees Q1 revenue $76M-$83M, consensus $69.9M.

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NVMI Nova Measuring
$83.12 /

-1.19 (-1.41%)

NVMI Nova Measuring
$83.12 /

-1.19 (-1.41%)

02/09/21
Fly Intel: Top five analyst initiations
02/09/21 Citi
Nova Measuring initiated with a Buy at Citi
10/19/20 Needham
Nova Measuring price target raised to $65 from $60 at Needham
06/22/20 Stifel
Nova Measuring downgraded to Hold from Buy at Stifel
NVMI Nova Measuring
$83.12 /

-1.19 (-1.41%)

Earnings
Nova Measuring reports Q4 adjusted EPS 55c, consensus 52c » 08:03
02/18/21
02/18
08:03
02/18/21
08:03
NVMI

Nova Measuring

$83.12 /

-1.19 (-1.41%)

Reports Q4 revenue…

Reports Q4 revenue $76.3M, consensus $69.9M.

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NVMI Nova Measuring
$83.12 /

-1.19 (-1.41%)

NVMI Nova Measuring
$83.12 /

-1.19 (-1.41%)

02/09/21
Fly Intel: Top five analyst initiations
02/09/21 Citi
Nova Measuring initiated with a Buy at Citi
10/19/20 Needham
Nova Measuring price target raised to $65 from $60 at Needham
06/22/20 Stifel
Nova Measuring downgraded to Hold from Buy at Stifel
NVMI Nova Measuring
$83.12 /

-1.19 (-1.41%)

Initiation
Fly Intel: Top five analyst initiations » 09:56
02/09/21
02/09
09:56
02/09/21
09:56
PLTK

Playtika

$32.54 /

+0.28 (+0.87%)

, DRVN

Driven Brands

$32.50 /

+0.18 (+0.56%)

, BBIO

BridgeBio

$72.50 /

+0.15 (+0.21%)

, NVMI

Nova Measuring

$78.30 /

+0.005 (+0.01%)

, KRTX

Karuna Therapeutics

$137.00 /

+12 (+9.60%)

Catch up on today's…

Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Playtika (PLTK) initiated with a Buy at Goldman Sachs, UBS and Stifel, initiated with an Outperform at Credit Suisse, initiated with an Overweight at Morgan Stanley and initiated with a Neutral at BofA and Citi. 2. Driven Brands (DRVN) initiated with an Outperform at Baird and William Blair, initiated with an Overweight at Piper Sandler, initiated with a Buy at BofA, initiated with a Neutral at Goldman Sachs and initiated with an Equal Weight at Morgan Stanley. 3. BridgeBio (BBIO) reinstated with a Buy at Goldman Sachs. 4. Nova Measuring (NVMI) initiated with a Buy at Citi. 5. Karuna Therapeutics (KRTX) initiated with an Outperform at RBC Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

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NVMI Nova Measuring
$78.30 /

+0.005 (+0.01%)

KRTX Karuna Therapeutics
$137.00 /

+12 (+9.60%)

BBIO BridgeBio
$72.50 /

+0.15 (+0.21%)

PLTK Playtika
$32.54 /

+0.28 (+0.87%)

02/09/21 UBS
Playtika initiated with a Buy at UBS
02/09/21 Morgan Stanley
Playtika initiated with an Overweight at Morgan Stanley
02/09/21 Stifel
Playtika initiated with a Buy at Stifel
02/09/21 BofA
BofA starts Playtika at Neutral with $35 price target
DRVN Driven Brands
$32.50 /

+0.18 (+0.56%)

02/09/21 William Blair
Driven Brands initiated with an Outperform at William Blair
02/09/21 Morgan Stanley
Driven Brands initiated with an Equal Weight at Morgan Stanley
02/09/21 BofA
BofA starts Driven Brands at Buy with $36 price target
02/09/21 BofA
Driven Brands initiated with a Buy at BofA
BBIO BridgeBio
$72.50 /

+0.15 (+0.21%)

02/09/21 Goldman Sachs
BridgeBio reinstated with a Buy at Goldman Sachs
01/11/21 H.C. Wainwright
BridgeBio price target raised to $87 from $64 at H.C. Wainwright
12/30/20 Citi
Eidos Therapeutics price target raised to $129 from $73.26 at Citi
12/14/20 BTIG
BridgeBio price target raised to $91 from $49 at BTIG
NVMI Nova Measuring
$78.30 /

+0.005 (+0.01%)

02/09/21 Citi
Nova Measuring initiated with a Buy at Citi
10/19/20 Needham
Nova Measuring price target raised to $65 from $60 at Needham
06/22/20 Stifel
Nova Measuring downgraded to Hold from Buy at Stifel
02/14/20 Lake Street
Nova Measuring price target raised to $46 from $40 at Lake Street
KRTX Karuna Therapeutics
$137.00 /

+12 (+9.60%)

02/09/21 RBC Capital
Karuna Therapeutics initiated with an Outperform at RBC Capital
11/19/20 Maxim
Karuna Therapeutics initiated with a Buy at Maxim
10/14/20 Citi
Karuna Therapeutics trial news a positive, says Citi
10/05/20 Citi
Citi highlights Epizyme, Karuna as potential targets after MyoKardia takeover
NVMI Nova Measuring
$78.30 /

+0.005 (+0.01%)

KRTX Karuna Therapeutics
$137.00 /

+12 (+9.60%)

BBIO BridgeBio
$72.50 /

+0.15 (+0.21%)

  • 15
    Jan
  • 15
    Jan
  • 29
    May
DRVN Driven Brands
$32.50 /

+0.18 (+0.56%)

BBIO BridgeBio
$72.50 /

+0.15 (+0.21%)

PLTK Playtika
$32.54 /

+0.28 (+0.87%)

KRTX Karuna Therapeutics
$137.00 /

+12 (+9.60%)

BBIO BridgeBio
$72.50 /

+0.15 (+0.21%)

PLTK Playtika
$32.54 /

+0.28 (+0.87%)

Initiation
Nova Measuring initiated with a Buy at Citi » 06:33
02/09/21
02/09
06:33
02/09/21
06:33
NVMI

Nova Measuring

$78.30 /

+2.96 (+3.93%)

Citi analyst Atif Malik…

Citi analyst Atif Malik initiated coverage of Nova Measuring Instruments with a Buy rating and $90 price target. The analyst views Nova as a key beneficiary of both "logic node wars" and 3D devices secular themes. He expects the company's sales growth to outperform the process diagnostics control market over the next three years on increasing device complexity and metrology dimensional intensity.

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NVMI Nova Measuring
$78.30 /

+2.96 (+3.93%)

NVMI Nova Measuring
$78.30 /

+2.96 (+3.93%)

10/19/20 Needham
Nova Measuring price target raised to $65 from $60 at Needham
06/22/20 Stifel
Nova Measuring downgraded to Hold from Buy at Stifel
02/14/20 Lake Street
Nova Measuring price target raised to $46 from $40 at Lake Street
02/14/20 Stifel
Nova Measuring price target raised to $45 from $41 at Stifel
NVMI Nova Measuring
$78.30 /

+2.96 (+3.93%)

Over a month ago
Hot Stocks
Nova Measuring receives multiple materials metrology orders » 07:10
01/28/21
01/28
07:10
01/28/21
07:10
NVMI

Nova Measuring

$71.75 /

-4.86 (-6.34%)

Nova announced that it…

Nova announced that it received multiple orders from multiple leading Logic and Foundry customers for its most advanced materials metrology solutions. The recent wins mark Nova's increased penetration into the leading industry manufacturers and cement Nova's position as a materials metrology leader. The combined orders represent more than $23M in revenue. The recent orders are for Nova's VERAFLEX materials metrology platform, which provides breakthrough thin-film thickness and composition process control technology for both current and emerging process technology nodes. As part of these orders, Nova will also deliver its latest X-ray platform, Nova VERAFLEX IV, which offers substantial throughput improvement while maintaining precision performance, and extends the targeted production in-die application range.

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NVMI Nova Measuring
$71.75 /

-4.86 (-6.34%)

NVMI Nova Measuring
$71.75 /

-4.86 (-6.34%)

10/19/20 Needham
Nova Measuring price target raised to $65 from $60 at Needham
06/22/20 Stifel
Nova Measuring downgraded to Hold from Buy at Stifel
02/14/20 Lake Street
Nova Measuring price target raised to $46 from $40 at Lake Street
02/14/20 Stifel
Nova Measuring price target raised to $45 from $41 at Stifel
NVMI Nova Measuring
$71.75 /

-4.86 (-6.34%)

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