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Recommendations
Citi moves Marvell up to pick in semiconductor equipment » 06:38
01/25/21
01/25
06:38
01/25/21
06:38
MRVL

Marvell

$52.59 /

-0.88 (-1.65%)

, NVDA

Nvidia

$548.55 /

-5.91 (-1.07%)

, LRCX

Lam Research

$563.92 /

-0.27 (-0.05%)

, KLAC

KLA Corp.

$305.02 /

-0.26 (-0.09%)

, ENTG

Entegris

$112.32 /

-1.21 (-1.07%)

, IIVI

II-VI

$93.86 /

+0.58 (+0.62%)

, AMKR

Amkor Technology

$18.46 /

-0.02 (-0.11%)

, CCMP

CMC Materials

$167.54 /

-1.05 (-0.62%)

Citi analyst Atif Malik…

Citi analyst Atif Malik favors semiconductor names over semiconductor capital equipment in the first half of 2021 on peaking wafer fab equipment run rate. He moved Marvell Technology Group (MRVL) to his number one pick and Nvidia (NVDA) to his number two pick. Malik lowered Lam Research (LRCX) and KLA Corp. (KLAC) down by two spots on his ranking list to three and four respectively, On the materials and components group, the analyst maintains Entegris (ENTG) at number one and moves II-VI (IIVI) to his number two pick. He remains Sell rated on Amkor Technology (AMKR) due to long-term margin contraction concerns and CMC Materials (CCMP) due to top line weakness and competitive threats.

ShowHide Related Items >><<
NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

IIVI II-VI
$93.86 /

+0.58 (+0.62%)

ENTG Entegris
$112.32 /

-1.21 (-1.07%)

CCMP CMC Materials
$167.54 /

-1.05 (-0.62%)

AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

06:31 Today Citi
Marvell price target raised to $64 from $50 at Citi
01/15/21 Susquehanna
Marvell price target raised to $60 from $54 at Susquehanna
01/13/21 Piper Sandler
Marvell price target raised to $60 from $50 at Piper Sandler
01/13/21 Piper Sandler
AMD price target raised to $110 from $100 at Piper Sandler
NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

01/15/21 Truist
Nvidia price target raised to $672 from $643 at Truist
01/15/21 Susquehanna
Nvidia price target raised to $625 from $610 at Susquehanna
01/12/21 Wells Fargo
Nvidia very-well positioned as gaming momentum continues, says Wells Fargo
01/11/21 JPMorgan
NIO Inc. price target raised to $75 from $50 at JPMorgan
LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

06:30 Today Citi
Lam Research price target raised to $660 from $420 at Citi
01/18/21 Goldman Sachs
Lam Research price target raised to $616 from $557 at Goldman Sachs
01/11/21 BofA
BofA US 1 List changes
01/08/21
Fly Intel: Top five analyst downgrades
KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

06:30 Today Citi
KLA Corp. price target raised to $360 from $236 at Citi
01/18/21 Goldman Sachs
KLA Corp. price target raised to $308 from $271 at Goldman Sachs
01/08/21 Argus
KLA Corp. price target raised to $300 from $235 at Argus
01/06/21 KeyBanc
KLA Corp. price target raised to $293 from $266 at KeyBanc
ENTG Entegris
$112.32 /

-1.21 (-1.07%)

06:29 Today Citi
Entegris price target raised to $135 from $92 at Citi
01/18/21 Goldman Sachs
Entegris price target raised to $116 from $102 at Goldman Sachs
12/14/20 Goldman Sachs
Entegris price target raised to $102 from $89 at Goldman Sachs
12/08/20 Stifel
Entegris price target raised to $115 from $91 at Stifel
IIVI II-VI
$93.86 /

+0.58 (+0.62%)

06:30 Today Citi
II-VI price target raised to $110 from $65 at Citi
01/19/21 Needham
II-VI price target raised to $98 from $71 at Needham
01/05/21 Benchmark
GM, Roku, Marcus among Benchmark's Best Ideas for first half of 2021
12/18/20 Benchmark
II-VI price target raised to $85 from $65 at Benchmark
AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

06:28 Today Citi
Amkor Technology price target raised to $13 from $11.40 at Citi
11/19/20 Citi
Citi moves Lam Research, Marvell to top picks in Semi Equipment
10/27/20 Deutsche Bank
Amkor Technology price target raised to $16 from $14 at Deutsche Bank
10/19/20 Citi
Citi opens 'positive catalyst watches' on Entegris, Amkor Technology
CCMP CMC Materials
$167.54 /

-1.05 (-0.62%)

06:28 Today Citi
CMC Materials price target raised to $150 from $140 at Citi
01/18/21 Goldman Sachs
CMC Materials upgraded to Neutral from Sell at Goldman Sachs
11/13/20
Fly Intel: Top five analyst downgrades
11/13/20 Loop Capital
CMC Materials price target lowered to $170 from $187 at Loop Capital
NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

IIVI II-VI
$93.86 /

+0.58 (+0.62%)

ENTG Entegris
$112.32 /

-1.21 (-1.07%)

CCMP CMC Materials
$167.54 /

-1.05 (-0.62%)

AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

  • 02
    Jul
NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

IIVI II-VI
$93.86 /

+0.58 (+0.62%)

NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

IIVI II-VI
$93.86 /

+0.58 (+0.62%)

AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

NVDA Nvidia
$548.55 /

-5.91 (-1.07%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

LRCX Lam Research
$563.92 /

-0.27 (-0.05%)

KLAC KLA Corp.
$305.02 /

-0.26 (-0.09%)

AMKR Amkor Technology
$18.46 /

-0.02 (-0.11%)

Recommendations
Marvell price target raised to $64 from $50 at Citi » 06:31
01/25/21
01/25
06:31
01/25/21
06:31
MRVL

Marvell

$52.59 /

-0.88 (-1.65%)

Citi analyst Atif Malik…

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ShowHide Related Items >><<
MRVL Marvell
$52.59 /

-0.88 (-1.65%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

01/15/21 Susquehanna
Marvell price target raised to $60 from $54 at Susquehanna
01/13/21 Piper Sandler
Marvell price target raised to $60 from $50 at Piper Sandler
01/13/21 Piper Sandler
AMD price target raised to $110 from $100 at Piper Sandler
01/12/21 Deutsche Bank
Marvell price target raised to $60 from $50 at Deutsche Bank
MRVL Marvell
$52.59 /

-0.88 (-1.65%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

MRVL Marvell
$52.59 /

-0.88 (-1.65%)

Thursday
Hot Stocks
U.S. HHS selects Medallia to improve key services » 08:10
01/21/21
01/21
08:10
01/21/21
08:10
MDLA

Medallia

$39.55 /

+0.88 (+2.28%)

Medallia announced the…

Medallia announced the U.S. Department of Health and Human Services will leverage Medallia technology to improve key services and address health challenges in the public sector. "When your mission is to enhance and protect the health and well-being of residents across the country, it is critical, especially in a time like this, to find innovative ways to understand what the public is experiencing and make adjustments that will continue to build trust - ideally in real-time and at scale," said Nick Thomas, executive vice president of global public sector for Medallia. "For example, the HHS has been able to create an "all hands on deck" response to the COVID-19 pandemic using Medallia Crowdicity to crowdsource innovative ideas."

ShowHide Related Items >><<
MDLA Medallia
$39.55 /

+0.88 (+2.28%)

MDLA Medallia
$39.55 /

+0.88 (+2.28%)

01/19/21 BTIG
Medallia price target raised to $49 from $37 at BTIG
01/19/21 BofA
Medallia initiated with a Buy at BofA
01/15/21 Credit Suisse
Medallia assumed with a Neutral at Credit Suisse
10/05/20 BTIG
Medallia initiated with a Buy at BTIG
MDLA Medallia
$39.55 /

+0.88 (+2.28%)

MDLA Medallia
$39.55 /

+0.88 (+2.28%)

Recommendations
Ulta Beauty price target raised to $330 from $320 at Wells Fargo » 08:04
01/21/21
01/21
08:04
01/21/21
08:04
ULTA

Ulta Beauty

$295.41 /

+2.25 (+0.77%)

Wells Fargo analyst Ike…

Wells Fargo analyst Ike Boruchow raised the firm's price target on Ulta Beauty to $330 from $320 and keeps an Overweight rating on the shares. The analyst believes that Ulta's steady fundamental improvements continued through holiday, and expects to see upside to comps and gross margins when the company reports Q4 results.

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ULTA Ulta Beauty
$295.41 /

+2.25 (+0.77%)

ULTA Ulta Beauty
$295.41 /

+2.25 (+0.77%)

01/11/21 Cleveland Research
Ulta Beauty Q4-to-date comps appear ahead of consensus, says Cleveland Research
12/17/20 DA Davidson
Ulta Beauty comp acceleration seen 'among the best', says DA Davidson
12/14/20 JPMorgan
Ulta Beauty added to Analyst Focus List at JPMorgan
12/10/20 Goldman Sachs
Ulta Beauty price target raised to $319 from $286 at Goldman Sachs
ULTA Ulta Beauty
$295.41 /

+2.25 (+0.77%)

ULTA Ulta Beauty
$295.41 /

+2.25 (+0.77%)

ULTA Ulta Beauty
$295.41 /

+2.25 (+0.77%)

ULTA Ulta Beauty
$295.41 /

+2.25 (+0.77%)

Hot Stocks
Sutro Biopharma says first patient dosed in dose-expansion study of STRO-002 » 07:05
01/21/21
01/21
07:05
01/21/21
07:05
STRO

Sutro Biopharma

$26.45 /

-0.48 (-1.78%)

Sutro Biopharma announced…

Sutro Biopharma announced the dosing of the first patient in the dose-expansion cohort of the Phase 1 STRO-002 study. STRO-002 is an internally developed, folate receptor alpha targeting antibody-drug conjugate for the potential treatment of ovarian cancer. The dose-expansion cohort will assess the efficacy, safety and tolerability of STRO-002 at 4.3 and 5.2 mg/kg, given every 3 weeks in patients with ovarian cancer. The dose-expansion cohort for FolRalpha-selected endometrial cancer is planned for later this year.

ShowHide Related Items >><<
STRO Sutro Biopharma
$26.45 /

-0.48 (-1.78%)

STRO Sutro Biopharma
$26.45 /

-0.48 (-1.78%)

12/02/20 Stifel
Sutro Biopharma initiated with a Buy at Stifel
11/06/20 Piper Sandler
Sutro Biopharma price target raised to $22 from $20 at Piper Sandler
09/18/20 Piper Sandler
Piper Sandler lays out next potential takeover targets in oncology
09/02/20 Jefferies
Sutro Biopharma initiated with a Buy at Jefferies
STRO Sutro Biopharma
$26.45 /

-0.48 (-1.78%)

  • 09
    Dec
  • 12
    May
STRO Sutro Biopharma
$26.45 /

-0.48 (-1.78%)

STRO Sutro Biopharma
$26.45 /

-0.48 (-1.78%)

Wednesday
Upgrade
PagerDuty upgraded to Buy from Hold at Berenberg » 09:11
01/20/21
01/20
09:11
01/20/21
09:11
PD

PagerDuty

$48.26 /

+2.635 (+5.78%)

Berenberg analyst…

Berenberg analyst Kingsley Crane upgraded PagerDuty to Buy from Hold with a $59 price target. He believes the company has "largely addressed key bear theses" and that its competitive positioning has improved in its core on-call management market, the analyst tells investors. In addition, adding more automation into the platform via its acquisition of Rundeck is improving its strategic value, the analyst said.

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PD PagerDuty
$48.26 /

+2.635 (+5.78%)

PD PagerDuty
$48.26 /

+2.635 (+5.78%)

01/04/21 Craig-Hallum
PagerDuty price target raised to $52 from $45 at Craig-Hallum
12/04/20 JPMorgan
PagerDuty price target raised to $45 from $31 at JPMorgan
12/04/20 Truist
PagerDuty price target raised to $30 from $20 at Truist
12/04/20 DA Davidson
PagerDuty price target raised to $38 from $26 at DA Davidson
PD PagerDuty
$48.26 /

+2.635 (+5.78%)

PD PagerDuty
$48.26 /

+2.635 (+5.78%)

PD PagerDuty
$48.26 /

+2.635 (+5.78%)

Downgrade
Ollie's Bargain Outlet downgraded to Underweight at Morgan Stanley » 08:41
01/20/21
01/20
08:41
01/20/21
08:41
OLLI

Ollie's Bargain Outlet

$95.35 /

-2.695 (-2.75%)

Morgan Stanley analyst…

Morgan Stanley analyst Simeon Gutman downgraded Ollie's Bargain Outlet to Underweight from Equal Weight with a price target of $80, down from $86. Gutman sees tough COVID-19 comparisons upcoming for Ollie's and notes that his own 21/22 comp and EPS forecasts are below consensus.

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OLLI Ollie's Bargain Outlet
$95.35 /

-2.695 (-2.75%)

OLLI Ollie's Bargain Outlet
$95.35 /

-2.695 (-2.75%)

01/14/21
Fly Intel: Top five analyst downgrades
01/14/21 BofA
Ollie's Bargain Outlet double-downgraded to Underperform from Buy at BofA
12/07/20 Loop Capital
Big Lots Q3 results 'continued to impress', says Loop Capital
12/07/20 Loop Capital
Ollie's Bargain Outlet price target lowered to $80 from $105 at Loop Capital
OLLI Ollie's Bargain Outlet
$95.35 /

-2.695 (-2.75%)

OLLI Ollie's Bargain Outlet
$95.35 /

-2.695 (-2.75%)

Tuesday
Hot Stocks
Royal Caribbean agrees to sell Azamara brand to Sycamore in $201M transaction » 09:03
01/19/21
01/19
09:03
01/19/21
09:03
RCL

Royal Caribbean

$72.94 /

-2.87 (-3.79%)

Royal Caribbean announced…

Royal Caribbean announced it has entered into a definitive agreement to sell its Azamara brand to Sycamore Partners, a private equity firm specializing in consumer, retail and distribution investments, in an all-cash carve-out transaction for $201M, subject to certain adjustments and closing conditions. Sycamore Partners will acquire the entire Azamara brand, including its three-ship fleet and associated intellectual property. The transaction is subject to customary conditions and is expected to close in the first quarter of 2021. The transaction will result in a one-time, non-cash impairment charge of approximately $170M. "The sale of Azamara is not expected to have a material impact on Royal Caribbean Group's future financial results," said the company, adding that the transaction "allows it to focus on expanding its Royal Caribbean International, Celebrity Cruises and Silversea brands."

ShowHide Related Items >><<
RCL Royal Caribbean
$72.94 /

-2.87 (-3.79%)

RCL Royal Caribbean
$72.94 /

-2.87 (-3.79%)

01/15/21 Deutsche Bank
Royal Caribbean price target raised to $62 from $46 at Deutsche Bank
10/30/20 Stifel
CDC lifting 'no sail order' a 'clear positive' for cruise liners, says Stifel
10/30/20 Deutsche Bank
Royal Caribbean price target raised to $46 from $43 at Deutsche Bank
10/16/20 Deutsche Bank
Deutsche sees Covid newsflow remaining drag on cruise stocks
RCL Royal Caribbean
$72.94 /

-2.87 (-3.79%)

  • 14
    Oct
RCL Royal Caribbean
$72.94 /

-2.87 (-3.79%)

RCL Royal Caribbean
$72.94 /

-2.87 (-3.79%)

RCL Royal Caribbean
$72.94 /

-2.87 (-3.79%)

Recommendations
Medallia price target raised to $49 from $37 at BTIG » 08:42
01/19/21
01/19
08:42
01/19/21
08:42
MDLA

Medallia

$39.50 /

+0.485 (+1.24%)

BTIG analyst Matt…

BTIG analyst Matt VanVliet raised the firm's price target on Medallia to $49 from $37 and keeps a Buy rating on the shares as part of a broader research note on select names in software. The analyst is citing his adjustment in the company's long-term growth expectations given the ongoing impact of the pandemic, with the extended shutdowns and "work-from-anywhere" mandates driving sustained levels of demand for communications and collaboration tools along with elevated usage rates for digital channels in work, school, social activities, and shopping settings.

ShowHide Related Items >><<
MDLA Medallia
$39.50 /

+0.485 (+1.24%)

MDLA Medallia
$39.50 /

+0.485 (+1.24%)

01/19/21 BofA
Medallia initiated with a Buy at BofA
01/15/21 Credit Suisse
Medallia assumed with a Neutral at Credit Suisse
10/05/20 BTIG
Medallia initiated with a Buy at BTIG
09/24/20 Oppenheimer
Medallia recent selloff looks overdone, says Oppenheimer
MDLA Medallia
$39.50 /

+0.485 (+1.24%)

MDLA Medallia
$39.50 /

+0.485 (+1.24%)

Recommendations
Domo price target raised to $85 from $63 at Needham » 08:19
01/19/21
01/19
08:19
01/19/21
08:19
DOMO

Domo

/

+

Needham analyst Jack…

Needham analyst Jack Andrews raised the firm's price target on Domo to $85 from $63 and keeps a Buy rating on the shares. The analyst states that the company's discussion at the Needham Growth Conference reflected the management's plan to enter the upcoming fiscal year with a "proven" sales model and a "self-funded" operating model. Domo also discussed its investments in additional sales capacity while maintaining its recently achieved cash flow breakeven status, Andrews tells investors in a research note.

ShowHide Related Items >><<
DOMO Domo
/

+

12/17/20 Morgan Stanley
Morgan Stanley sees Domo 'ready to play offense,' upgrades to Overweight
12/17/20 Morgan Stanley
Domo upgraded to Overweight from Equal Weight at Morgan Stanley
12/04/20 JMP Securities
Domo price target raised to $60 from $53 at JMP Securities
09/04/20 Needham
Domo price target raised to $61 from $47 at Needham
DOMO Domo
/

+

DOMO Domo
/

+

DOMO Domo
/

+

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