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ROKU

Roku

$322.50 /

-11.75 (-3.52%)

, INFN

Infinera

$8.20 /

-0.32 (-3.76%)

09:56
09/24/21
09/24
09:56
09/24/21
09:56

Fly Intel: Top five analyst downgrades

Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Roku (ROKU) downgraded to Equal Weight from Overweight at Wells Fargo with analyst Steven Cahall saying with ARPU expectations up 50% in 12 months, Cahall now sees less upside potential and feels shares are more fully valued. 2. Infinera (INFN) downgraded to Neutral from Buy at MKM Partners with analyst Michael Genovese noting that the announcement by Cisco's (CSCO) Acadia introducing a 1.2T coherent solution suggests that the industry cadence is tracking well ahead of Infinera, which had maintained that it expected the runway for 800G to be 7-10 years as recently as its 2021 Analyst Day. 3. Cloudflare (NET) downgraded to Perform from Outperform at Oppenheimer with analyst Timothy Horan continuing to be "very positive" on the long-term prospects for the company's nascent edge platform, but he believes that the stock is "now due for a well-deserved pause." 4. Hexcel (HXL) downgraded to Neutral from Buy at Seaport Global with analyst Richard Safran saying while he sees "no major negatives ahead," Safran doubts the company's coming Q3 report does much to lift the stock and thinks his previous investment thesis "has played out." 5. Volvo (VLVLY) downgraded to Hold from Buy at Stifel with analyst Alexander Wahl saying he thinks tight supply of semiconductors will hold back earnings again in FY22. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

ROKU

Roku

$322.50 /

-11.75 (-3.52%)

INFN

Infinera

$8.20 /

-0.32 (-3.76%)

NET

Cloudflare

$130.83 /

-4.89 (-3.60%)

HXL

Hexcel

$60.17 /

-0.58 (-0.95%)

VLVLY

Volvo

$22.55 /

+0.723 (+3.31%)

  • 18

    Nov

  • 01

    Dec

ROKU Roku
$322.50 /

-11.75 (-3.52%)

09/24/21 Wells Fargo
Roku downgraded to Equal Weight from Overweight at Wells Fargo
09/24/21 Wells Fargo
Roku downgraded to Equal Weight from Overweight at Wells Fargo
09/23/21
Fly Intel: Top five analyst upgrades
09/23/21 Guggenheim
Roku upgraded to Buy on 'robust' connected TV growth at Guggenheim
INFN Infinera
$8.20 /

-0.32 (-3.76%)

09/24/21 MKM Partners
Infinera downgraded to Neutral from Buy at MKM Partners
09/24/21 MKM Partners
Infinera downgraded to Neutral from Buy at MKM Partners
05/13/21 Wolfe Research
Infinera upgraded to Peer Perform from Underperform at Wolfe Research
04/20/21 B. Riley
B. Riley says buy NeoPhotonics as 'industry titans clash'
NET Cloudflare
$130.83 /

-4.89 (-3.60%)

09/24/21 Oppenheimer
Opco downgrades Cloudflare amid competition from Amazon, Microsoft
09/24/21 Oppenheimer
Cloudflare downgraded to Perform from Outperform at Oppenheimer
09/08/21 Evercore ISI
Evercore says Akamai, Cloudflare, Fastly may partner with Apple on new service
08/10/21 Argus
Cloudflare price target raised to $140 from $125 at Argus
HXL Hexcel
$60.17 /

-0.58 (-0.95%)

09/24/21 Seaport Global
Hexcel downgraded to Neutral from Buy at Seaport Global
09/24/21 Seaport Global
Hexcel downgraded to Neutral from Buy at Seaport Global
09/10/21 Gordon Haskett
Gordon Haskett says three Honeywell jets spotted near Hexcel HQ
06/30/21 Credit Suisse
Hexcel upgraded to Neutral from Underperform at Credit Suisse
VLVLY Volvo
$22.55 /

+0.723 (+3.31%)

09/24/21 Stifel
Volvo downgraded to Hold from Buy at Stifel
09/24/21 Stifel
Volvo downgraded to Hold from Buy at Stifel
09/02/21 UBS
Volvo price target lowered to SEK 175 from SEK 180 at UBS
07/21/21 RBC Capital
Volvo price target lowered to SEK 242 from SEK 243 at RBC Capital

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