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Recommendations
Qorvo price target raised to $171 from $151 at Goldman Sachs » 07:11
10/20/20
10/20
07:11
10/20/20
07:11
QRVO

Qorvo

$134.64 /

-0.1 (-0.07%)

Goldman Sachs analyst…

Goldman Sachs analyst Toshiya Hari raised the firm's price target on Qorvo to $171 from $151 and reiterates a Buy rating on the shares. Qorvo is a "key beneficiary" of the 4G to 5G transition in smartphones, a dynamic which is in the early innings, Hari tells investors in a research note. Further, the company's improved management execution has yet to be fully appreciated by the market, adds the analyst.

ShowHide Related Items >><<
QRVO Qorvo
$134.64 /

-0.1 (-0.07%)

QRVO Qorvo
$134.64 /

-0.1 (-0.07%)

10/19/20 Mizuho
Qorvo price target raised to $150 from $125 at Mizuho
10/14/20 KeyBanc
Apple iPhone launch positive for Broadcom, Qualcomm, says KeyBanc
09/25/20 Citi
KLA on top, Amkor at bottom of Citi's Semiconductor rankings
09/17/20 JPMorgan
Qorvo shares continue to offer upside, says JPMorgan
QRVO Qorvo
$134.64 /

-0.1 (-0.07%)

QRVO Qorvo
$134.64 /

-0.1 (-0.07%)

QRVO Qorvo
$134.64 /

-0.1 (-0.07%)

QRVO Qorvo
$134.64 /

-0.1 (-0.07%)

Monday
Recommendations
Qorvo price target raised to $150 from $125 at Mizuho » 07:30
10/19/20
10/19
07:30
10/19/20
07:30
QRVO

Qorvo

$134.74 /

-1.2 (-0.88%)

Mizuho analyst Vijay…

Mizuho analyst Vijay Rakesh raised the firm's price target on Qorvo to $150 from $125 and keeps a Buy rating on the shares. The analyst increased estimates for the handset suppliers post the Apple iPhone launch last week. He sees "overall attractive" pricing from Apple and attractive carrier promotions and believes 2021 is setting up for a strong 5G handset ramp.

ShowHide Related Items >><<
QRVO Qorvo
$134.74 /

-1.2 (-0.88%)

QRVO Qorvo
$134.74 /

-1.2 (-0.88%)

10/14/20 KeyBanc
Apple iPhone launch positive for Broadcom, Qualcomm, says KeyBanc
09/25/20 Citi
KLA on top, Amkor at bottom of Citi's Semiconductor rankings
09/17/20 JPMorgan
Qorvo shares continue to offer upside, says JPMorgan
09/15/20 Morgan Stanley
Qorvo price target raised to $155 from $150 at Morgan Stanley
QRVO Qorvo
$134.74 /

-1.2 (-0.88%)

QRVO Qorvo
$134.74 /

-1.2 (-0.88%)

QRVO Qorvo
$134.74 /

-1.2 (-0.88%)

QRVO Qorvo
$134.74 /

-1.2 (-0.88%)

Over a week ago
Recommendations
Apple iPhone launch positive for Broadcom, Qualcomm, says KeyBanc » 09:13
10/14/20
10/14
09:13
10/14/20
09:13
AAPL

Apple

$121.04 /

-3.25 (-2.61%)

, AVGO

Broadcom

$381.32 /

-1.15 (-0.30%)

, QCOM

Qualcomm

$127.51 /

+0.82 (+0.65%)

, QRVO

Qorvo

$135.23 /

-2.64 (-1.91%)

, SWKS

Skyworks

$153.12 /

-3.99 (-2.54%)

, CRUS

Cirrus Logic

$72.37 /

-0.71 (-0.97%)

, SYNA

Synaptics

$85.97 /

-0.41 (-0.47%)

KeyBanc analyst John Vinh…

KeyBanc analyst John Vinh notes that Apple (AAPL) has announced four new iPhones with 5G capabilities that were largely in line with his expectations. The analyst views the launch as positive for Broadcom (AVGO), Qualcomm (QCOM), Qorvo (QRVO), and Skyworks (SWKS), given RF content increases to support new 5G bands. Further, he views the event as neutral for Cirrus Logic (CRUS), given his belief that Apple's increased adoption of Cirrus Logic's closed-loop controller in optical image stabilization is offset by the removal of EarPods from the box, and neutral for Synaptics (SYNA), given its minority share in OLED touch controller sourcing.

ShowHide Related Items >><<
SYNA Synaptics
$85.97 /

-0.41 (-0.47%)

SWKS Skyworks
$153.12 /

-3.99 (-2.54%)

QRVO Qorvo
$135.23 /

-2.64 (-1.91%)

QCOM Qualcomm
$127.51 /

+0.82 (+0.65%)

CRUS Cirrus Logic
$72.37 /

-0.71 (-0.97%)

AVGO Broadcom
$381.32 /

-1.15 (-0.30%)

AAPL Apple
$121.04 /

-3.25 (-2.61%)

AAPL Apple
$121.04 /

-3.25 (-2.61%)

10/14/20 Wells Fargo
Wells Fargo maintains positive view on Apple iPhone upgrade cycle
10/14/20 Canaccord
Apple product lineup further strengthens ecosystem, says Canaccord
10/14/20 JPMorgan
Apple iPhone lineup to drive 'strong' replacement cycle, says JPMorgan
10/14/20 Jefferies
Apple price target raised to $140 from $135 at Jefferies
AVGO Broadcom
$381.32 /

-1.15 (-0.30%)

09/24/20 Piper Sandler
Broadcom price target raised to $400 from $380 at Piper Sandler
09/16/20 B. Riley Securities
AXT Inc. shares may be overreacting to Apple Watch 6 news, says B. Riley FBR
09/16/20 KeyBanc
Apple iPhone sales moderated in August, says KeyBanc
09/10/20 Northland
Next gen ROADMs potential not priced into Lumentum shares, says Northland
QCOM Qualcomm
$127.51 /

+0.82 (+0.65%)

10/13/20 Citi
Citi negative on Microchip, positive on Qualcomm and Texas Instruments
10/09/20 Citi
Citi sees 'good chance' of Xilinx turning down AMD buyout offer
09/29/20 Barclays
Qualcomm price target raised to $120 from $110 at Barclays
09/28/20 Citi
Qualcomm price target raised to $132 from $108 at Citi
QRVO Qorvo
$135.23 /

-2.64 (-1.91%)

09/25/20 Citi
KLA on top, Amkor at bottom of Citi's Semiconductor rankings
09/17/20 JPMorgan
Qorvo shares continue to offer upside, says JPMorgan
09/15/20 Morgan Stanley
Qorvo price target raised to $155 from $150 at Morgan Stanley
SWKS Skyworks
$153.12 /

-3.99 (-2.54%)

09/29/20 Piper Sandler
Skyworks price target raised to $160 from $150 at Piper Sandler
CRUS Cirrus Logic
$72.37 /

-0.71 (-0.97%)

09/14/20
Fly Intel: Top five analyst upgrades
09/14/20 Barclays
Barclays upgrades Cirrus Logic to Equal Weight ahead of Apple 5G cycle
09/14/20 Barclays
Cirrus Logic upgraded to Equal Weight from Underweight at Barclays
09/10/20 Craig-Hallum
Cirrus Logic upgraded to Buy at Craig-Hallum following recent share selloff
SYNA Synaptics
$85.97 /

-0.41 (-0.47%)

08/10/20 KeyBanc
Survey indicates strengthening recovery in Apple iPhone sales, says KeyBanc
08/06/20 KeyBanc
Synaptics upgraded to Overweight from Sector Weight at KeyBanc
08/06/20 Needham
Synaptics price target raised to $120 from $100 at Needham
SYNA Synaptics
$85.97 /

-0.41 (-0.47%)

SWKS Skyworks
$153.12 /

-3.99 (-2.54%)

QRVO Qorvo
$135.23 /

-2.64 (-1.91%)

QCOM Qualcomm
$127.51 /

+0.82 (+0.65%)

CRUS Cirrus Logic
$72.37 /

-0.71 (-0.97%)

AVGO Broadcom
$381.32 /

-1.15 (-0.30%)

AAPL Apple
$121.04 /

-3.25 (-2.61%)

SYNA Synaptics
$85.97 /

-0.41 (-0.47%)

QCOM Qualcomm
$127.51 /

+0.82 (+0.65%)

AVGO Broadcom
$381.32 /

-1.15 (-0.30%)

AAPL Apple
$121.04 /

-3.25 (-2.61%)

SYNA Synaptics
$85.97 /

-0.41 (-0.47%)

SWKS Skyworks
$153.12 /

-3.99 (-2.54%)

QRVO Qorvo
$135.23 /

-2.64 (-1.91%)

QCOM Qualcomm
$127.51 /

+0.82 (+0.65%)

CRUS Cirrus Logic
$72.37 /

-0.71 (-0.97%)

AVGO Broadcom
$381.32 /

-1.15 (-0.30%)

AAPL Apple
$121.04 /

-3.25 (-2.61%)

SWKS Skyworks
$153.12 /

-3.99 (-2.54%)

QRVO Qorvo
$135.23 /

-2.64 (-1.91%)

QCOM Qualcomm
$127.51 /

+0.82 (+0.65%)

AVGO Broadcom
$381.32 /

-1.15 (-0.30%)

AAPL Apple
$121.04 /

-3.25 (-2.61%)

AAPL Apple
$121.04 /

-3.25 (-2.61%)

Options
Early notable gainers among liquid option names on October 9th » 09:55
10/09/20
10/09
09:55
10/09/20
09:55
XLNX

Xilinx

$120.69 /

+14.7 (+13.87%)

, IFF

IFF

$119.99 /

+3.82 (+3.29%)

, HCA

HCA Healthcare

$136.48 /

+4.72 (+3.58%)

, MCHP

Microchip

$116.00 /

+4.39 (+3.93%)

, QRVO

Qorvo

$139.67 /

+4.23 (+3.12%)

Notable gainers among…

Notable gainers among liquid option names this morning include Xilinx (XLNX) $120.08 +13.94, International Flavors (IFF) $120.90 +4.70, HCA Holdings (HCA) $136.88 +5.04, Microchip (MCHP) $115.53 +3.98, and Qorvo (QRVO) $139.62 +4.14.

ShowHide Related Items >><<
XLNX Xilinx
$120.69 /

+14.7 (+13.87%)

QRVO Qorvo
$139.67 /

+4.23 (+3.12%)

MCHP Microchip
$116.00 /

+4.39 (+3.93%)

IFF IFF
$119.99 /

+3.82 (+3.29%)

HCA HCA Healthcare
$136.48 /

+4.72 (+3.58%)

XLNX Xilinx
$120.69 /

+14.7 (+13.87%)

10/09/20 Wedbush
Wedbush doesn't see logic behind rumored AMD, Xilinx deal
10/09/20 Citi
Citi sees 'good chance' of Xilinx turning down AMD buyout offer
10/09/20 RBC Capital
RBC Capital sees Xilinx as 'solid target' for AMD
08/10/20 KeyBanc
Trump Administration likely to grant license to Qualcomm, says KeyBanc
IFF IFF
$119.99 /

+3.82 (+3.29%)

10/09/20 BofA
IFF initiated with a Buy at BofA
08/26/20 Baird
IFF initiated with an Outperform at Baird
07/09/20
IFF initiated with an Overweight at Stephens
07/09/20 Stephens
IFF initiated with an Overweight at Stephens
HCA HCA Healthcare
$136.48 /

+4.72 (+3.58%)

09/21/20 JPMorgan
HCA downgraded to Neutral on slowing hospital recovery at JPMorgan
09/21/20 JPMorgan
HCA Healthcare downgraded to Neutral from Overweight at JPMorgan
09/16/20 Truist
HCA Healthcare price target raised to $165 from $150 at Truist
07/24/20 JPMorgan
HCA Healthcare price target raised to $161 from $142 at JPMorgan
MCHP Microchip
$116.00 /

+4.39 (+3.93%)

07/13/20 Raymond James
Microchip price target raised to $125 from $115 at Raymond James
07/09/20 Exane BNP Paribas
Microchip initiated with a Neutral at Exane BNP Paribas
06/25/20 Longbow
Longbow cuts second half estimates for semis and components
06/19/20 Loop Capital
Microchip initiated with a Buy at Loop Capital
QRVO Qorvo
$139.67 /

+4.23 (+3.12%)

09/25/20 Citi
KLA on top, Amkor at bottom of Citi's Semiconductor rankings
09/17/20 JPMorgan
Qorvo shares continue to offer upside, says JPMorgan
09/15/20 Morgan Stanley
Qorvo price target raised to $155 from $150 at Morgan Stanley
09/10/20 Northland
Next gen ROADMs potential not priced into Lumentum shares, says Northland
XLNX Xilinx
$120.69 /

+14.7 (+13.87%)

QRVO Qorvo
$139.67 /

+4.23 (+3.12%)

MCHP Microchip
$116.00 /

+4.39 (+3.93%)

IFF IFF
$119.99 /

+3.82 (+3.29%)

HCA HCA Healthcare
$136.48 /

+4.72 (+3.58%)

XLNX Xilinx
$120.69 /

+14.7 (+13.87%)

MCHP Microchip
$116.00 /

+4.39 (+3.93%)

HCA HCA Healthcare
$136.48 /

+4.72 (+3.58%)

XLNX Xilinx
$120.69 /

+14.7 (+13.87%)

QRVO Qorvo
$139.67 /

+4.23 (+3.12%)

MCHP Microchip
$116.00 /

+4.39 (+3.93%)

IFF IFF
$119.99 /

+3.82 (+3.29%)

HCA HCA Healthcare
$136.48 /

+4.72 (+3.58%)

XLNX Xilinx
$120.69 /

+14.7 (+13.87%)

QRVO Qorvo
$139.67 /

+4.23 (+3.12%)

MCHP Microchip
$116.00 /

+4.39 (+3.93%)

IFF IFF
$119.99 /

+3.82 (+3.29%)

HCA HCA Healthcare
$136.48 /

+4.72 (+3.58%)

Hot Stocks
Qorvo announces over a dozen device manufacturers using UWB technology » 08:16
10/05/20
10/05
08:16
10/05/20
08:16
QRVO

Qorvo

$130.61 /

-4.41 (-3.27%)

Qorvo announced that more…

Qorvo announced that more than a dozen device manufacturers are using Qorvo's Ultra-Wideband technology in proximity awareness applications. UWB, developed for real-time, highly reliable location sensing, is uniquely capable of measuring distance to an accuracy of a few centimeters, both indoors and outdoors. Industries including healthcare, logistics, electronics, construction and education are exploring proximity awareness applications to help employees safely return to the workplace. These applications use wearable UWB devices to continuously monitor the distance between employees and track guidelines for social distancing and contact tracing in some cases. Leading device manufacturers in North America, Europe, and the Asia-Pacific region are utilizing Qorvo's UWB technology.

ShowHide Related Items >><<
QRVO Qorvo
$130.61 /

-4.41 (-3.27%)

QRVO Qorvo
$130.61 /

-4.41 (-3.27%)

09/25/20 Citi
KLA on top, Amkor at bottom of Citi's Semiconductor rankings
09/17/20 JPMorgan
Qorvo shares continue to offer upside, says JPMorgan
09/15/20 Morgan Stanley
Qorvo price target raised to $155 from $150 at Morgan Stanley
09/10/20 Northland
Next gen ROADMs potential not priced into Lumentum shares, says Northland
QRVO Qorvo
$130.61 /

-4.41 (-3.27%)

QRVO Qorvo
$130.61 /

-4.41 (-3.27%)

QRVO Qorvo
$130.61 /

-4.41 (-3.27%)

QRVO Qorvo
$130.61 /

-4.41 (-3.27%)

Recommendations
KLA on top, Amkor at bottom of Citi's Semiconductor rankings » 06:21
09/25/20
09/25
06:21
09/25/20
06:21
KLAC

KLA Corp.

$184.69 /

+3.86 (+2.13%)

, LRCX

Lam Research

$327.31 /

+10.36 (+3.27%)

, MRVL

Marvell

$37.90 /

+0.33 (+0.88%)

, NVDA

Nvidia

$493.60 /

+8.45 (+1.74%)

, TER

Teradyne

$76.22 /

+0.84 (+1.11%)

, SLAB

Silicon Labs

$95.04 /

+1.32 (+1.41%)

, RMBS

Rambus

$13.33 /

+0.17 (+1.29%)

, MX

MagnaChip

$13.10 /

-0.25 (-1.87%)

, QRVO

Qorvo

$124.96 /

-0.6 (-0.48%)

, SWKS

Skyworks

$135.19 /

+1.28 (+0.96%)

, OLED

Universal Display

$169.92 /

+0.79 (+0.47%)

, AMKR

Amkor Technology

$10.92 /

+0.015 (+0.14%)

Citi analyst Atif Malik…

Citi analyst Atif Malik updated rankings on semiconductor equipment and specialty semiconductors stocks. KLA Corp. (KLAC) and Lam Research (LRCX) are the analyst's top front-end 5G equipment picks while Marvell Technology (MRVL) ranks third on multiple expansion potential from 5G and cloud data center growth. Nvidia (NVDA), Teradyne (TER), Silicon Labs (SLAB), Rambus (RMBS), MagnaChip (MX), Qorvo (QRVO) and Skyworks Solutions (SWKS) are next on the list. Making up the bottom two are Universal Display (OLED) and Amkor Technology (AMKR). Malik sees a slow recovery in consumer led TV OLED demand and a "rich" valuation for Universal Display. For Amkor, he sees long-term gross margin contraction risk on growing competition in China's outsourced semiconductor assembly and test market.

ShowHide Related Items >><<
TER Teradyne
$76.22 /

+0.84 (+1.11%)

SWKS Skyworks
$135.19 /

+1.28 (+0.96%)

SLAB Silicon Labs
$95.04 /

+1.32 (+1.41%)

RMBS Rambus
$13.33 /

+0.17 (+1.29%)

QRVO Qorvo
$124.96 /

-0.6 (-0.48%)

OLED Universal Display
$169.92 /

+0.79 (+0.47%)

NVDA Nvidia
$493.60 /

+8.45 (+1.74%)

MX MagnaChip
$13.10 /

-0.25 (-1.87%)

MRVL Marvell
$37.90 /

+0.33 (+0.88%)

LRCX Lam Research
$327.31 /

+10.36 (+3.27%)

KLAC KLA Corp.
$184.69 /

+3.86 (+2.13%)

AMKR Amkor Technology
$10.92 /

+0.015 (+0.14%)

KLAC KLA Corp.
$184.69 /

+3.86 (+2.13%)

09/20/20 Stifel
Stifel gets more positive on Semi Cap Equipment, upgrades KLA to Buy
09/20/20 Stifel
KLA Corp. upgraded to Buy from Hold at Stifel
08/14/20 Stifel
KLA Corp, ACM likely beneficiaries after Applied Materials earnings, says Stifel
08/04/20 JPMorgan
KLA Corp. price target raised to $250 from $210 at JPMorgan
LRCX Lam Research
$327.31 /

+10.36 (+3.27%)

09/20/20 Stifel
Stifel more positive on Semi Cap Equipment, upgrades Lam to Buy
09/20/20 Stifel
Lam Research upgraded to Buy from Hold at Stifel
07/30/20 Wells Fargo
Lam Research price target raised to $370 from $270 at Wells Fargo
07/30/20 Credit Suisse
Lam Research price target raised to $450 from $370 at Credit Suisse
MRVL Marvell
$37.90 /

+0.33 (+0.88%)

09/03/20 Evercore ISI
Marvell price target raised to $50 from $45 at Evercore ISI
09/02/20 Argus
Marvell price target raised to $50 from $40 at Argus
08/28/20 B. Riley Securities
Marvell price target raised to $42 from $38 at B. Riley FBR
08/28/20 Barclays
Marvell price target raised to $42 from $40 at Barclays
NVDA Nvidia
$493.60 /

+8.45 (+1.74%)

09/21/20 RBC Capital
Nvidia's GPU demand for 'crypto-mining' is back, says RBC Capital
09/18/20 Northland
Combined Nvidia-ARM a long-term risk for AMD, Intel and Vicor, says Northland
09/15/20 Needham
Nvidia price target raised to $700 from $600 at Needham
09/15/20 Craig-Hallum
Nvidia price target raised to $500 from $480 at Craig-Hallum
TER Teradyne
$76.22 /

+0.84 (+1.11%)

08/25/20 Wolfe Research
Teradyne initiated with an Outperform at Wolfe Research
07/23/20 Credit Suisse
Teradyne price target raised to $90 from $75 at Credit Suisse
07/23/20 Northland
Teradyne price target raised to $86 from $70 at Northland
07/22/20 Stifel
Teradyne price target raised to $85 from $79 at Stifel
SLAB Silicon Labs
$95.04 /

+1.32 (+1.41%)

04/30/20 Cowen
Silicon Labs price target raised to $115 from $100 at Cowen
04/06/20
Fly Intel: Top five analyst initiations
04/06/20 SMBC Nikko
Silicon Labs initiated with a Neutral at SMBC Nikko
03/13/20 Needham
Silicon Labs price target lowered to $100 from $115 at Needham
RMBS Rambus
$13.33 /

+0.17 (+1.29%)

05/05/20 Deutsche Bank
Rambus price target raised to $17 from $15 at Deutsche Bank
01/29/20 Citi
Rambus price target raised to $17.30 from $16 at Citi
MX MagnaChip
$13.10 /

-0.25 (-1.87%)

QRVO Qorvo
$124.96 /

-0.6 (-0.48%)

09/17/20 JPMorgan
Qorvo shares continue to offer upside, says JPMorgan
09/15/20 Morgan Stanley
Qorvo price target raised to $155 from $150 at Morgan Stanley
09/10/20 Northland
Next gen ROADMs potential not priced into Lumentum shares, says Northland
09/09/20 Loop Capital
Qorvo price target raised to $155 from $147 at Loop Capital
SWKS Skyworks
$135.19 /

+1.28 (+0.96%)

09/16/20 KeyBanc
Apple iPhone sales moderated in August, says KeyBanc
09/11/20
Fly Intel: Top five analyst initiations
09/10/20 Rosenblatt
Rosenblatt starts Skyworks with Buy rating, $160 price target
OLED Universal Display
$169.92 /

+0.79 (+0.47%)

08/07/20 Needham
Universal Display upgraded to Buy from Hold at Needham
08/07/20 Needham
Universal Display upgraded to Buy from Hold at Needham
07/27/20 Oppenheimer
Opco upgrades Universal Display to Outperform on favorable 2021 setup
07/27/20 Oppenheimer
Universal Display upgraded to Outperform from Perform at Oppenheimer
AMKR Amkor Technology
$10.92 /

+0.015 (+0.14%)

09/14/20 Credit Suisse
Amkor Technology upgraded to Outperform with $16 target at Credit Suisse
09/14/20 Credit Suisse
Amkor Technology upgraded to Outperform from Neutral at Credit Suisse
04/28/20 Credit Suisse
Amkor Technology downgraded to Neutral from Outperform at Credit Suisse
03/17/20 Sidoti
Amkor Technology initiated with a Buy at Sidoti
TER Teradyne
$76.22 /

+0.84 (+1.11%)

SWKS Skyworks
$135.19 /

+1.28 (+0.96%)

SLAB Silicon Labs
$95.04 /

+1.32 (+1.41%)

RMBS Rambus
$13.33 /

+0.17 (+1.29%)

QRVO Qorvo
$124.96 /

-0.6 (-0.48%)

OLED Universal Display
$169.92 /

+0.79 (+0.47%)

NVDA Nvidia
$493.60 /

+8.45 (+1.74%)

MX MagnaChip
$13.10 /

-0.25 (-1.87%)

MRVL Marvell
$37.90 /

+0.33 (+0.88%)

LRCX Lam Research
$327.31 /

+10.36 (+3.27%)

KLAC KLA Corp.
$184.69 /

+3.86 (+2.13%)

AMKR Amkor Technology
$10.92 /

+0.015 (+0.14%)

QRVO Qorvo
$124.96 /

-0.6 (-0.48%)

NVDA Nvidia
$493.60 /

+8.45 (+1.74%)

MRVL Marvell
$37.90 /

+0.33 (+0.88%)

LRCX Lam Research
$327.31 /

+10.36 (+3.27%)

KLAC KLA Corp.
$184.69 /

+3.86 (+2.13%)

TER Teradyne
$76.22 /

+0.84 (+1.11%)

SWKS Skyworks
$135.19 /

+1.28 (+0.96%)

SLAB Silicon Labs
$95.04 /

+1.32 (+1.41%)

RMBS Rambus
$13.33 /

+0.17 (+1.29%)

QRVO Qorvo
$124.96 /

-0.6 (-0.48%)

OLED Universal Display
$169.92 /

+0.79 (+0.47%)

NVDA Nvidia
$493.60 /

+8.45 (+1.74%)

MX MagnaChip
$13.10 /

-0.25 (-1.87%)

MRVL Marvell
$37.90 /

+0.33 (+0.88%)

LRCX Lam Research
$327.31 /

+10.36 (+3.27%)

KLAC KLA Corp.
$184.69 /

+3.86 (+2.13%)

AMKR Amkor Technology
$10.92 /

+0.015 (+0.14%)

TER Teradyne
$76.22 /

+0.84 (+1.11%)

SWKS Skyworks
$135.19 /

+1.28 (+0.96%)

QRVO Qorvo
$124.96 /

-0.6 (-0.48%)

OLED Universal Display
$169.92 /

+0.79 (+0.47%)

NVDA Nvidia
$493.60 /

+8.45 (+1.74%)

MRVL Marvell
$37.90 /

+0.33 (+0.88%)

LRCX Lam Research
$327.31 /

+10.36 (+3.27%)

AMKR Amkor Technology
$10.92 /

+0.015 (+0.14%)

Over a month ago
Recommendations
Qorvo shares continue to offer upside, says JPMorgan » 08:29
09/17/20
09/17
08:29
09/17/20
08:29
QRVO

Qorvo

$128.79 /

-1.16 (-0.89%)

JPMorgan analyst Bill…

JPMorgan analyst Bill Peterson continues to see upside in shares of Qorvo and keeps an Overweight rating on the name with a $145 price target. The analyst favors Qorvo for its exposure to "secular" 5G growth, in both smartphones and growing content gains in 5G infrastructure. In addition, Peterson sees "other strong tailwinds" across other sub-segments of Qorvo's "underappreciated" Infrastructure and Defense Products segment.

ShowHide Related Items >><<
QRVO Qorvo
$128.79 /

-1.16 (-0.89%)

QRVO Qorvo
$128.79 /

-1.16 (-0.89%)

09/15/20 Morgan Stanley
Qorvo price target raised to $155 from $150 at Morgan Stanley
09/10/20 Northland
Next gen ROADMs potential not priced into Lumentum shares, says Northland
09/09/20 Loop Capital
Qorvo price target raised to $155 from $147 at Loop Capital
09/09/20 JPMorgan
Qorvo price target raised to $145 from $140 at JPMorgan
QRVO Qorvo
$128.79 /

-1.16 (-0.89%)

QRVO Qorvo
$128.79 /

-1.16 (-0.89%)

QRVO Qorvo
$128.79 /

-1.16 (-0.89%)

QRVO Qorvo
$128.79 /

-1.16 (-0.89%)

Recommendations
Qorvo price target raised to $155 from $150 at Morgan Stanley » 07:02
09/15/20
09/15
07:02
09/15/20
07:02
QRVO

Qorvo

$122.86 /

-0.1 (-0.08%)

, SWKS

Skyworks

$137.79 /

+1.66 (+1.22%)

Morgan Stanley analyst…

Morgan Stanley analyst Craig Hettenbach raised the firm's price target on Qorvo (QRVO) to $155 from $150 and keeps an Overweight rating on the shares. The company's business is "showing separation relative to its closest peer," Skyworks (SWKS), and more broadly performing much better than the semi industry in 2020, but the stock performance has been "in the middle of the pack," noted Hettenbach. The analyst, who sees Qorvo being poised to outperform in 2021 amid a strong tailwind from rising 5G adoption, is raising his estimates for FY21/22.

ShowHide Related Items >><<
SWKS Skyworks
$137.79 /

+1.66 (+1.22%)

QRVO Qorvo
$122.86 /

-0.1 (-0.08%)

QRVO Qorvo
$122.86 /

-0.1 (-0.08%)

09/10/20 Northland
Next gen ROADMs potential not priced into Lumentum shares, says Northland
09/09/20 Loop Capital
Qorvo price target raised to $155 from $147 at Loop Capital
09/09/20 JPMorgan
Qorvo price target raised to $145 from $140 at JPMorgan
09/09/20 Wells Fargo
Qorvo price target raised to $150 from $140 at Wells Fargo
SWKS Skyworks
$137.79 /

+1.66 (+1.22%)

09/11/20
Fly Intel: Top five analyst initiations
09/10/20 Rosenblatt
Rosenblatt starts Skyworks with Buy rating, $160 price target
09/10/20 Rosenblatt
Skyworks initiated with a Buy at Rosenblatt
08/10/20 KeyBanc
Survey indicates strengthening recovery in Apple iPhone sales, says KeyBanc
SWKS Skyworks
$137.79 /

+1.66 (+1.22%)

QRVO Qorvo
$122.86 /

-0.1 (-0.08%)

QRVO Qorvo
$122.86 /

-0.1 (-0.08%)

SWKS Skyworks
$137.79 /

+1.66 (+1.22%)

QRVO Qorvo
$122.86 /

-0.1 (-0.08%)

SWKS Skyworks
$137.79 /

+1.66 (+1.22%)

QRVO Qorvo
$122.86 /

-0.1 (-0.08%)

Recommendations
Next gen ROADMs potential not priced into Lumentum shares, says Northland » 08:05
09/10/20
09/10
08:05
09/10/20
08:05
LITE

Lumentum

$72.63 /

-0.53 (-0.72%)

, CIEN

Ciena

$41.96 /

-0.1 (-0.24%)

, AVGO

Broadcom

$359.91 /

+9.67 (+2.76%)

, QRVO

Qorvo

$122.71 /

+8.62 (+7.56%)

, GLW

Corning

$33.09 /

+1.35 (+4.25%)

Northland analyst Tim…

Northland analyst Tim Savageaux lowered the firm's price target on Lumentum (LITE) to $104 from $107 after reducing his FY21 estimates and removing Huawei revenues starting in the fiscal second quarter. Following a 25% pullback in the shares, he sees initial concerns around Huawei and subsequent concerns raised by Ciena (CIEN) as fully priced in. However, what is not priced in is "the backward looking nature" of Ciena's concerns, the significant upside potential in next gen ROADMs, and recent positive IOS data points from Broadcom (AVGO), Qorvo (QRVO) and Corning (GLW), argues Savageaux, who keeps an Outperform rating on Lumentum shares.

ShowHide Related Items >><<
QRVO Qorvo
$122.71 /

+8.62 (+7.56%)

LITE Lumentum
$72.63 /

-0.53 (-0.72%)

GLW Corning
$33.09 /

+1.35 (+4.25%)

CIEN Ciena
$41.96 /

-0.1 (-0.24%)

AVGO Broadcom
$359.91 /

+9.67 (+2.76%)

LITE Lumentum
$72.63 /

-0.53 (-0.72%)

09/04/20 Morgan Stanley
Ciena price target lowered to $46 from $50 at Morgan Stanley
09/01/20 Stifel
Lumentum price target lowered to $98 from $105 at Stifel
08/12/20 MKM Partners
Lumentum price target raised to $114 from $107 at MKM Partners
08/12/20 DA Davidson
Lumentum price target raised to $110 from $100 at DA Davidson
CIEN Ciena
$41.96 /

-0.1 (-0.24%)

09/04/20 B. Riley Securities
Ciena price target lowered to $46 from $50 at B. Riley FBR
09/04/20 Cowen
Ciena weakness a buying opportunity, says Cowen
09/04/20 B. Riley Securities
Infinera, Extreme, Viavi selloffs yesterday overdone, says B. Riley FBR
09/04/20 MKM Partners
Ciena price target lowered to $55 from $62 at MKM Partners
AVGO Broadcom
$359.91 /

+9.67 (+2.76%)

09/04/20 Truist
Broadcom price target raised to $411 from $360 at Truist
09/04/20 Wells Fargo
Broadcom price target raised to $360 from $300 at Wells Fargo
09/04/20 KeyBanc
Broadcom price target raised to $410 from $360 at KeyBanc
09/04/20 Loop Capital
Broadcom price target raised to $400 from $345 at Loop Capital
QRVO Qorvo
$122.71 /

+8.62 (+7.56%)

09/09/20 Loop Capital
Qorvo price target raised to $155 from $147 at Loop Capital
09/09/20 JPMorgan
Qorvo price target raised to $145 from $140 at JPMorgan
09/09/20 Wells Fargo
Qorvo price target raised to $150 from $140 at Wells Fargo
09/09/20 Piper Sandler
Qorvo price target raised to $160 from $150 at Piper Sandler
GLW Corning
$33.09 /

+1.35 (+4.25%)

07/29/20 Citi
Corning price target raised to $35 from $32 at Citi
07/28/20 Raymond James
Corning results provide read-through to optical names, says Raymond James
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
QRVO Qorvo
$122.71 /

+8.62 (+7.56%)

LITE Lumentum
$72.63 /

-0.53 (-0.72%)

GLW Corning
$33.09 /

+1.35 (+4.25%)

CIEN Ciena
$41.96 /

-0.1 (-0.24%)

AVGO Broadcom
$359.91 /

+9.67 (+2.76%)

LITE Lumentum
$72.63 /

-0.53 (-0.72%)

CIEN Ciena
$41.96 /

-0.1 (-0.24%)

AVGO Broadcom
$359.91 /

+9.67 (+2.76%)

QRVO Qorvo
$122.71 /

+8.62 (+7.56%)

LITE Lumentum
$72.63 /

-0.53 (-0.72%)

GLW Corning
$33.09 /

+1.35 (+4.25%)

CIEN Ciena
$41.96 /

-0.1 (-0.24%)

AVGO Broadcom
$359.91 /

+9.67 (+2.76%)

QRVO Qorvo
$122.71 /

+8.62 (+7.56%)

LITE Lumentum
$72.63 /

-0.53 (-0.72%)

GLW Corning
$33.09 /

+1.35 (+4.25%)

CIEN Ciena
$41.96 /

-0.1 (-0.24%)

AVGO Broadcom
$359.91 /

+9.67 (+2.76%)

Options
Early notable gainers among liquid option names on September 9th » 09:55
09/09/20
09/09
09:55
09/09/20
09:55
QRVO

Qorvo

$121.63 /

+7.54 (+6.61%)

, GLW

Corning

$33.05 /

+1.31 (+4.13%)

, SWKS

Skyworks

$136.00 /

+5.17 (+3.95%)

, NVDA

Nvidia

$494.89 /

+19.13 (+4.02%)

, DUK

Duke Energy

$83.18 /

+2.48 (+3.07%)

Notable gainers among…

Notable gainers among liquid option names this morning include Qorvo (QRVO) $124.98 +10.87, Corning (GLW) $33.30 +1.54, Skyworks (SWKS) $136.19 +5.39, NVIDIA (NVDA) $493.52 +17.77, and Duke Energy (DUK) $83.45 +2.73.

ShowHide Related Items >><<
SWKS Skyworks
$136.00 /

+5.17 (+3.95%)

QRVO Qorvo
$121.63 /

+7.54 (+6.61%)

NVDA Nvidia
$494.89 /

+19.13 (+4.02%)

GLW Corning
$33.05 /

+1.31 (+4.13%)

DUK Duke Energy
$83.18 /

+2.48 (+3.07%)

QRVO Qorvo
$121.63 /

+7.54 (+6.61%)

09/09/20 Loop Capital
Qorvo price target raised to $155 from $147 at Loop Capital
09/09/20 JPMorgan
Qorvo price target raised to $145 from $140 at JPMorgan
09/09/20 Wells Fargo
Qorvo price target raised to $150 from $140 at Wells Fargo
09/09/20 Piper Sandler
Qorvo price target raised to $160 from $150 at Piper Sandler
GLW Corning
$33.05 /

+1.31 (+4.13%)

07/29/20 Citi
Corning price target raised to $35 from $32 at Citi
07/28/20 Raymond James
Corning results provide read-through to optical names, says Raymond James
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
SWKS Skyworks
$136.00 /

+5.17 (+3.95%)

08/10/20 KeyBanc
Survey indicates strengthening recovery in Apple iPhone sales, says KeyBanc
08/03/20 Standpoint Research
Skyworks downgraded to Hold from Buy at Standpoint Research
07/24/20 B. Riley Securities
Skyworks price target raised to $170 from $165 at B. Riley FBR
07/24/20 Craig-Hallum
Skyworks price target raised to $150 from $120 at Craig-Hallum
NVDA Nvidia
$494.89 /

+19.13 (+4.02%)

09/02/20 Credit Suisse
Nvidia price target raised to $620 from $530 at Credit Suisse
09/02/20 Benchmark
Nvidia price target raised to $600 from $540 at Benchmark
09/02/20 Mizuho
Nvidia price target raised to $575 from $520 at Mizuho
09/02/20 RBC Capital
Nvidia price target raised to $610 from $528 at RBC Capital
DUK Duke Energy
$83.18 /

+2.48 (+3.07%)

09/09/20 BofA
Duke Energy upgraded to Buy from Neutral at BofA
09/09/20 BofA
Duke Energy upgraded to Buy from Neutral at BofA
07/07/20 Argus
Dominion price target lowered to $80 from $87 at Argus
07/06/20 Stifel
ACP cancellation negative for mainline pipeline industry overall, says Stifel
SWKS Skyworks
$136.00 /

+5.17 (+3.95%)

QRVO Qorvo
$121.63 /

+7.54 (+6.61%)

NVDA Nvidia
$494.89 /

+19.13 (+4.02%)

GLW Corning
$33.05 /

+1.31 (+4.13%)

DUK Duke Energy
$83.18 /

+2.48 (+3.07%)

  • 19
    Nov
QRVO Qorvo
$121.63 /

+7.54 (+6.61%)

NVDA Nvidia
$494.89 /

+19.13 (+4.02%)

GLW Corning
$33.05 /

+1.31 (+4.13%)

DUK Duke Energy
$83.18 /

+2.48 (+3.07%)

SWKS Skyworks
$136.00 /

+5.17 (+3.95%)

QRVO Qorvo
$121.63 /

+7.54 (+6.61%)

NVDA Nvidia
$494.89 /

+19.13 (+4.02%)

GLW Corning
$33.05 /

+1.31 (+4.13%)

DUK Duke Energy
$83.18 /

+2.48 (+3.07%)

SWKS Skyworks
$136.00 /

+5.17 (+3.95%)

QRVO Qorvo
$121.63 /

+7.54 (+6.61%)

NVDA Nvidia
$494.89 /

+19.13 (+4.02%)

GLW Corning
$33.05 /

+1.31 (+4.13%)

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