Showing posts with label Molex. Show all posts
Showing posts with label Molex. Show all posts

Tuesday, January 24, 2012

Molex (MOLX) (MCRS) (NFLX) (PH) (RIMM) (UA) Ratings, Price Targets

Molex (NASDAQ: MOLX), Micros Systems (NASDAQ: MCRS), Netflix (NASDAQ: NFLX), Parker-Hannifin (NYSE: PH), Research In Motion (NASDAQ: RIMM) and Under Armour (NYSE: UA) ratings and price targets.

Micros Systems (MCRS) had its “buy” rating reiterated by Needham & Company.

Molex (MOLX) had its “Outperform” rating reiterated by Barrington Research.

Netflix (NFLX) had its “Underperform” rating reiterated by Wedbush.

Parker-Hannifin (PH) had its “Neutral” rating reiterated by Goldman Sachs (NYSE:GS).

Research In Motion (RIMM) had its “Neutral” rating reiterated Wedbush.

Under Armour (UA) had its “Buy” rating reiterated by Goldman Sachs.

Tuesday, January 10, 2012

Molex (MOLX) (JNJ) (MMI) (CHKM) (CNQ) Ratings Reiterated

Molex Inc. (NASDAQ: MOLX), Johnson & Johnson (NYSE: JNJ), Motorola Mobility (NYSE: MMI), Chesapeake Midstream Partners LP (NASDAQ: CHKM) and Canadian Natural Resources (NYSE: CNQ) had ratings on them reiterated by analysts.

Goldman Sachs (NYSE:GS) reiterated its "Neutral" rating on Johnson & Johnson (JNJ).

Goldman Sachs reiterated its "Neutral" rating on Motorola Mobility (MMI).

Goldman Sachs reiterated its "Neutral" rating on Molex Inc. (MOLX).

Goldman Sachs reiterated its "Buy" rating on Chesapeake Midstream Partners LP (CHKM).

Goldman Sachs reiterated its "Neutral" rating on Canadian Natural Resources (CNQ).

Wednesday, August 10, 2011

Molex (MOLX) (LPR) (AMAP) (EMR) (GILD) (APH) Get New Coverage

Molex Inc. (NASDAQ: MOLX), Lone Pine Resources (NYSE: LPR), AutoNavi Holdings Ltd (NASDAQ: AMAP), Emerson Electric Co. (NYSE: EMR), Gilead Sciences, Inc. (NASDAQ: GILD) and Amphenol Co. (NYSE: APH) get new coverage from analysts.



Macquarie initiated coverage on Molex Inc. (MOLX). They placed an “Outperform” rating on the company.



Scotia Capital initiated coverage on Lone Pine Resources (LPR). They placed a “Sector Perform” rating on the company.



Jefferies (NYSE:JEF) initiated coverage on AutoNavi Holdings Ltd (AMAP). They placed a “Buy” rating on the company.



Macquarie initiated coverage on Emerson Electric Co. (EMR). They placed an “Outperform” rating on the company.



Brean Murray initiated coverage on Gilead Sciences, Inc. (GILD). They placed a “Buy” rating and a price target of $52.00 on the company.



Macquarie initiated coverage on Amphenol Co. (APH). They placed a “Neutral” rating on the company.

Friday, August 5, 2011

Molex (MOLX) (ASCA) (CCO) (CSC) (PNW) (RRD) Price Targets Changed

Molex Inc. (NASDAQ: MOLX), Ameristar Casinos (NASDAQ: ASCA), Clear Channel Outdoor Holdings, Inc. (NYSE: CCO), Computer Sciences (NYSE: CSC), Pinnacle West Capital Co. (NYSE: PNW) and R.R. Donnelley & Sons Company (NYSE: RRD) price targets adjusted.

Ameristar Casinos (ASCA) had its price target raised by FBR Capital from $24.00 to $27.00. They have an “Outperform” rating on the company.

Clear Channel Outdoor Holdings, Inc. (CCO) had its price target lowered by The Benchmark Company from $16.00 to $14.00. The have a “Hold” rating on the company.

Computer Sciences (CSC) had its price target lowered by Stifel Nicolaus from $50.00 to $45.00. They have a “Buy” rating on the company.

Molex Inc. (MOLX) had its price target lowered by UBS AG (NYSE:UBS) to $24.00. They have a “Neutral” rating on the company.

Pinnacle West Capital Co. (PNW) had its price target lowered by UBS AG to $43.00. The have a “Neutral” rating on the company.

R.R. Donnelley & Sons Company (RRD) had its price target lowered by The Benchmark Company from $23.00 to $19.00. The have a “Buy” rating on the company.

Yingli (YGE) (AGU) (CSCO) (PNK) (MOLX) (ANEN) Price Targets Changed

Yingli Green Energy Hold. Co. Ltd. (NYSE: YGE), Agrium Inc. (NYSE: AGU), Cisco Systems, Inc. (NASDAQ: CSCO), Pinnacle Entertainment, Inc (NYSE: PNK), Molex Inc (NASDAQ: MOLX) and Anaren Inc. (NASDAQ: ANEN) price targets adjusted by analysts.

Yingli Green Energy Hold. Co. Ltd. (YGE) had its price target lowered by Ardour Capital from $10.00 to $7.50. They have a “Hold” rating on the company.

Agrium Inc. (AGU) had its price target raised by UBS AG (NYSE:UBS) from $112.00 to $115.00. They have a “Buy” rating on the company.

Cisco Systems, Inc. (CSCO) had its price target lowered by Citigroup (NYSE:C) to $17.50. They have a “Hold” rating on the company.

Pinnacle Entertainment, Inc. (PNK) had its price target raised by Morgan Joseph from $18.00 to $20.00. They have a “Buy” rating on the company.

Molex Inc. (MOLX) had its price target lowered by Longbow Research from $32.00 to $29.00. They have a “Buy” rating on the company.

Anaren Inc. (ANEN) had its price target raised by Needham & Company from $20.00 to $23.00. They have a “Buy” rating on the company.

Wednesday, May 4, 2011

Price Targets On (MA) (KNXA) (MOLX) (MRO) (PCS) Updated by Analysts

Analysts have updated their price targets on MasterCard (NYSE: MA), Kenexa Co. (NASDAQ: KNXA), Molex Inc (NASDAQ: MOLX), Marathon Oil Co. (NYSE: MRO) and MetroPCS (NYSE: PCS).

Longbow Research raised their price target on Kenexa Co. (KNXA) from $29.00 to $36.00. They have a “buy” rating on the company.

Oppenheimer raised their price target on MasterCard (MA) from $295.00 to $315.00. They have an “outperform” rating on the company.

Longbow Research raised their price target on Molex Inc (MOLX) from $30.00 to $32.00. They have a “buy” rating on the company.

UBS AG (NYSE:UBS) raised their price target on Marathon Oil Co. (MRO) to $60.00. They have a “buy” rating on the company. They boosted their EPS estimates on the company citing improved downstream earnings as the catalyst.

Oppenheimer raised their price target on MetroPCS (PCS) from $19.00 to $21.00. They have an “outperform” rating on the company.

Friday, March 18, 2011

Park Electronics (PKE), Flextronics (FLEX), Molex (MOLX), Nam Tai (NTE) Face Supply Issues from Japan

Among some of the tech companies that could experience supply issues in light of the crisis in Japan are circuit board makers like Nam Tai (NYSE:NTE), Park Electronics (NYSE:PKE), Flextronics (NASDAQ:FLEX) and Molex (NASDAQ:MOLX).

Although there has been no structural damage to major polysilicon suppliers based in Japan, according iSuppli semiconductor analyst Rick Pierson, that's only part of the story.

Other issues are whether or not employees can even commute to the workplace and the announcement that Japan will institute rolling electricity blackouts.

Pierson noted, "These companies provide 60% of demand, and if this has a sustained impact on their ability to run normal operations, that will have a significant impact downstream. It could affect the availability and pricing of finished goods."

Wednesday, January 26, 2011

Molex Incorporated (NASDAQ:MOLX) Shows Some Upside Strength, but Limited

Molex Incorporated (NASDAQ:MOLX) looks to be operating inline with estimates, but according to Ticonderoga, does have some upside strength, although it will be limited in their view.

Ticonderoga says, "Looking into 3QFY11, Molex expects sales of $850-$890 million compared and pro forma EPS of $0.39 to $0.43 (Street at $0.40). At the mid-point of the outlook, sales are expected to decline by 3.5% Q/Q (vs. 13-yr average of down over 2%). For 3QFY11, we are raising our revenue estimate to $878 million from $863 million, while maintaining our pro forma EPS projection at $0.42. For FY11, we are raising our revenue estimate to $3.587 billion from $3.55 billion, while raising our pro forma EPS estimate to $1.80 from $1.79."

Ticonderoga reiterates a "Neutral" rating on Molex Incorporated (MOLX), which was trading at $26.64, up $1.30, or 5.13 percent, as of 2:56 PM EST.

Wednesday, January 12, 2011

Molex (Nasdaq:MOLX), Tyco, (NYSE:TEL), Amphenol (NYSE:APH) Most Exposed to Passive Component World Says Ticonderoga

According to Ticonderoga, which has introduced what they're calling their "Component Barometer," companies in their coverage universe most exposed to the passive component world are Molex (Nasdaq:MOLX), Tyco, (NYSE:TEL) and Amphenol (NYSE:APH).

Ticonderoga says, "Introducing the Component Barometer. Today, we are adding the Component Barometer to our Taiwan tech supply chain tracking universe to provide investors with another tool to monitor the pulse of demand in the technology world. The Component Barometer will track the monthly sales trends at seventeen leading Taiwan-based passive component manufacturers with an annual revenue run of approximately $9.0 billion in December. Within our coverage universe, connector makers such as Amphenol (Buy), Molex Neutral) and Tyco Electronics (Sell) are the most exposed to the passive component world. Additionally, Flextronics (Nasdaq: FLEX)(Sell) has a components business that is operating at well over $2 billion in annual revenue."

Other Highlighted Points Include: 1) December Component Sales Fall 5% M/M, But Beat Averages; 2) 4Q10 Sales Fall 5% Q/Q and Worse Than Historical Averages; and 3) MediaTek's Sales Rise 16% M/M and Well Above Historical Trends.

Molex was trading at $24.61, gaining $0.44, or 1.82 percent, as of 12:18 PM EST. Tyco was at $36.05, up $0.19, or 0.53 percent. Amphenol was at $52.59, up $0.20, or 0.38 percent.

Monday, November 22, 2010

Flextronics (Nasdaq:FLEX), Molex (Nasdaq:MOLX), Tyco (NYSE:TEL) Most Exposed to Consumers

With a weak consumer market, in the EMS & Connector universe of Ticonderoga, they see Flextronics (Nasdaq:FLEX)(Sell)(40% of 3QCY10 sales), Molex (Nasdaq:MOLX)(Neutral)(50%) and Tyco Electronics (NYSE:TEL) as the most exposed to the segment.

They said about Dell, (Nasdaq:DELL) "A Weak Consumer, But Dell Still Hopeful on the Enterprise. Dell highlighted weakness in the consumer market (19% of 3Q sales), yet remains optimistic on the enterprise PC refresh cycle. Dell also highlighted weakness in the public sector in Europe. For product categories in 3QFY11, mobility (or notebook; 32% of sales) revenue rose 3% sequentially, desktop PC (24%) revenue fell by 6%, servers & networking (12%) dropped 2% and storage (4%) fell by 13%."

Flextronics closed Friday at $7.10, dropping $0.02, or 0.28 percent. Moex Inc. was at $20.69, falling $0.16, or 0.77 percent. Tyco ended the Friday session at $31.97, gaining $0.29, or 0.92 percent. Dell was at $13.90, rising by $0.23, or 1.68 percent.