RF Micro Device (NASDAQ: RFMD), Rogers Co. (NYSE: ROG), Ross Stores, Inc. (NASDAQ: ROST), US Ecology Inc. (NASDAQ: ECOL), Endeavour International Co. (NYSE: END) and Hasbro, Inc. (NYSE: HAS) had price targets on them adjusted by analysts.
RF Micro Device (RFMD) had its price target lowered by Morgan Keegan to $7.00.
Rogers Co. (ROG) had its price target lowered by JMP Securities from $53.00 to $48.00. They have an “Outperform” rating on the company.
Ross Stores, Inc. (ROST) had its price target raised by RBC Capital from $44.00 to $46.00. They have a “Sector Perform” rating on the company.
US Ecology Inc. (ECOL) had its price target raised by Wunderlich to $22.00.
Endeavour International Co. (END) had its price target lowered by C.K. Cooper from $14.00 to $12.00. They have a “Buy” rating on the company.
Hasbro, Inc. (HAS) had its price target lowered by Stifel Nicolaus from $43.00 to $41.00. They have a “Buy” rating on the company.
Showing posts with label RF Micro. Show all posts
Showing posts with label RF Micro. Show all posts
Monday, January 9, 2012
Thursday, October 27, 2011
Quest (DGX) (RA) (DRI) (RFMD) (RGC) (CSFL) Ratings Reiterated
Quest Diagnostics Inc (NYSE: DGX), RailAmerica, Inc. (NYSE: RA), Darden Restaurants, Inc. (NYSE: DRI), RF Micro Device (NASDAQ: RFMD), Regal Entertainment (NYSE: RGC) and CenterState Banks, Inc. (NASDAQ: CSFL) had ratings on them reiterated by analysts.
Goldman Sachs (NYSE:GS) reiterated its "Sell" rating on Quest Diagnostics Inc (DGX). They have a price target of $53.00 on the company.
Deutsche Bank reiterated its "Hold" rating on RailAmerica, Inc. (RA).
Piper Jaffray (NYSE:PJC) reiterated its "Overweight" rating on Darden Restaurants, Inc. (DRI).
Morgan Keegan reiterated its "Outperform" rating on RF Micro Device (RFMD).
Wunderlich reiterated its "Buy" rating on Regal Entertainment (RGC).
Wunderlich reiterated its "Hold" rating on CenterState Banks, Inc. (CSFL).
Goldman Sachs (NYSE:GS) reiterated its "Sell" rating on Quest Diagnostics Inc (DGX). They have a price target of $53.00 on the company.
Deutsche Bank reiterated its "Hold" rating on RailAmerica, Inc. (RA).
Piper Jaffray (NYSE:PJC) reiterated its "Overweight" rating on Darden Restaurants, Inc. (DRI).
Morgan Keegan reiterated its "Outperform" rating on RF Micro Device (RFMD).
Wunderlich reiterated its "Buy" rating on Regal Entertainment (RGC).
Wunderlich reiterated its "Hold" rating on CenterState Banks, Inc. (CSFL).
Thursday, August 11, 2011
PAREXEL (PRXL) (RFMD) (ECL) (LO) (MO) (EQR) Upgraded
PAREXEL International Co. (NASDAQ: PRXL), RF Micro Device (NASDAQ: RFMD), Ecolab Inc. (NYSE: ECL), Lorillard Inc. (NYSE: LO), Altria Group (NYSE: MO) and Equity Residential (NYSE: EQR) upgraded by analysts.
PAREXEL International Co. (PRXL) was upgraded by Jefferies (NYSE:JEF) from an “Underperform” rating to a “Hold” rating. They have a price target of $19.50 on the company.
RF Micro Device (RFMD) was upgraded by Needham & Company from a “Hold” rating to a “Buy” rating. The have a price target of $7.00 on the company.
Ecolab Inc. (ECL) was upgraded by Deutsche Bank (NYSE:DB) from a “Hold” rating to a “Buy” rating. They have a price target of $55.00 on the company. They cited valuation as the catalyst behind the call.
Lorillard Inc. (LO) was upgraded by Davenport from a “Neutral” rating to a “Buy” rating. They have a price target of $120.00 on the company.
Altria Group (MO) was upgraded by Davenport from a “Neutral” rating to a “Buy” rating. They have a price target of $31.00 on the company.
Equity Residential (EQR) was upgraded by FBR Capital from an “Underperform” rating to a “Market Perform” rating.
PAREXEL International Co. (PRXL) was upgraded by Jefferies (NYSE:JEF) from an “Underperform” rating to a “Hold” rating. They have a price target of $19.50 on the company.
RF Micro Device (RFMD) was upgraded by Needham & Company from a “Hold” rating to a “Buy” rating. The have a price target of $7.00 on the company.
Ecolab Inc. (ECL) was upgraded by Deutsche Bank (NYSE:DB) from a “Hold” rating to a “Buy” rating. They have a price target of $55.00 on the company. They cited valuation as the catalyst behind the call.
Lorillard Inc. (LO) was upgraded by Davenport from a “Neutral” rating to a “Buy” rating. They have a price target of $120.00 on the company.
Altria Group (MO) was upgraded by Davenport from a “Neutral” rating to a “Buy” rating. They have a price target of $31.00 on the company.
Equity Residential (EQR) was upgraded by FBR Capital from an “Underperform” rating to a “Market Perform” rating.
Thursday, July 28, 2011
AK Steel (AKS) (MUSA) (WFT) (SBUX) (RFMD) (PETM) Upgraded
AK Steel Holding Co. (NYSE: AKS), Metals USA Holdings Corp (NASDAQ: MUSA), Weatherford (NYSE: WFT), Starbucks (NASDAQ: SBUX), RF Micro Device (NASDAQ: RFMD) and Petsmart Inc (NASDAQ: PETM) upgraded by analysts.
AK Steel Holding Co. (AKS) was upgraded by CRT Capital to a “Buy” rating.
Metals USA Holdings Corp. (MUSA) was upgraded by Davenport from a “Neutral” rating to a “Buy” rating.
Weatherford (WFT) was upgraded by Pritchard from a “Neutral” rating to a “Buy” rating.
Starbucks (SBUX) was upgraded by Janney Montgomery Scott from a “Neutral” rating to a “Buy” rating.
RF Micro Device (RFMD) was upgraded by Craig Hallum from a “Hold” rating to a “Buy” rating.
Petsmart (PETM) was upgraded by Piper Jaffray (NYSE:PJC) from a “Neutral” rating to an “Overweight” rating. They have a price target of $53.00 on the company.
AK Steel Holding Co. (AKS) was upgraded by CRT Capital to a “Buy” rating.
Metals USA Holdings Corp. (MUSA) was upgraded by Davenport from a “Neutral” rating to a “Buy” rating.
Weatherford (WFT) was upgraded by Pritchard from a “Neutral” rating to a “Buy” rating.
Starbucks (SBUX) was upgraded by Janney Montgomery Scott from a “Neutral” rating to a “Buy” rating.
RF Micro Device (RFMD) was upgraded by Craig Hallum from a “Hold” rating to a “Buy” rating.
Petsmart (PETM) was upgraded by Piper Jaffray (NYSE:PJC) from a “Neutral” rating to an “Overweight” rating. They have a price target of $53.00 on the company.
Thursday, April 28, 2011
RF Micro (RFMD) (LMT) (MRCY) (WRB) (TSS) Ratings Reiterated by Analysts
RF Micro Device (NASDAQ: RFMD), Lockheed Martin Co. (NYSE: LMT), Mercury Computer Systems Inc (NASDAQ: MRCY), W.R. Berkley Co. (NYSE: WRB) and Total System Services, Inc. (NYSE: TSS) get ratings reiterated by analysts.
Oppenheimer maintained a “Market Perform” rating on Lockheed Martin Co. (LMT).
Jefferies (NYSE:JEF) reiterated a “Buy” rating on Mercury Computer Systems Inc (MRCY). They have a price target of $23 on the company.
Morgan Stanley (NYSE:MS) reiterated an “Equal Weight” rating on Total System Services, Inc. (TSS).
BGB Securities reiterated a “Buy” rating on W.R. Berkley Co. (WRB).
JPMorgan Chase & Co. (NYSE:JPM) reiterated an “Underweight” rating on RF Micro Device (RFMD).
Oppenheimer maintained a “Market Perform” rating on Lockheed Martin Co. (LMT).
Jefferies (NYSE:JEF) reiterated a “Buy” rating on Mercury Computer Systems Inc (MRCY). They have a price target of $23 on the company.
Morgan Stanley (NYSE:MS) reiterated an “Equal Weight” rating on Total System Services, Inc. (TSS).
BGB Securities reiterated a “Buy” rating on W.R. Berkley Co. (WRB).
JPMorgan Chase & Co. (NYSE:JPM) reiterated an “Underweight” rating on RF Micro Device (RFMD).
Amazon.com (AMZN) (CMI) (F) (RFMD) (UA) Get EPS Changes from Analysts
Amazon.com, Inc. (NASDAQ: AMZN), Cummins (NYSE: CMI), Ford (NYSE: F), RF Micro Device (NASDAQ: RFMD) and Under Armour, Inc. (NYSE: UA) get EPS changes from analysts.
Credit Suisse (NYSE:CS) raised their EPS on Amazon.com, Inc. (AMZN). They have a “Neutral” rating and a EPS target of $3.63 on the Internet retailer. They previously had a $4.84 EPS estimate on the company.
Goldman Sachs (NYSE:GS) raised their EPS estimate on Cummins (CMI). They have a “Buy” rating and a price target of $150 on them.
Goldman Sachs boosted its EPS estimate shares of Ford (F). They have a “Buy” rating on them and a price target of $20.
UBS AG (NYSE:UBS) lowered their EPS estimates on RF Micro Device (RFMD). They have a “Neutral” rating and a $6.50 price target on the firm.
Goldman Sachs raised their EPS estimate on Under Armour, Inc. (UA). They have a “Neutral” rating and a price target of $67 on the company.
Credit Suisse (NYSE:CS) raised their EPS on Amazon.com, Inc. (AMZN). They have a “Neutral” rating and a EPS target of $3.63 on the Internet retailer. They previously had a $4.84 EPS estimate on the company.
Goldman Sachs (NYSE:GS) raised their EPS estimate on Cummins (CMI). They have a “Buy” rating and a price target of $150 on them.
Goldman Sachs boosted its EPS estimate shares of Ford (F). They have a “Buy” rating on them and a price target of $20.
UBS AG (NYSE:UBS) lowered their EPS estimates on RF Micro Device (RFMD). They have a “Neutral” rating and a $6.50 price target on the firm.
Goldman Sachs raised their EPS estimate on Under Armour, Inc. (UA). They have a “Neutral” rating and a price target of $67 on the company.
Wednesday, January 26, 2011
RF Micro Devices (NASDAQ:RFMD) Crushed on Nokia (NYSE:NOK) Share Loss
Shares of RF Micro Devices (NASDAQ:RFMD) were getting hit hard today on increasing share loss at Nokia (NYSE:NOK).
Needham says, "A worse-than-seasonal (10%-15%) decline in the core business due to further share loss at Nokia (NYSE: NOK) is compounded by a $25MM Q/Q decline in the transceiver business. GM was guided flat to down 200bps due to lower utilization, lower 3G revenue and the ramp of PowerSmart. We are subsequently lowering our F4Q11 revenue and non-GAAP EPS to $220.0MM/$0.08 from $253MM/$0.15 and compared with the consensus of $259.3/$0.15.
"We will wait through the estimate-reset and until the ramp of PowerSmart lends increased visibility before turning more positive on shares."
Needham & Company maintains a 'Hold' rating on RF Micro Devices (RFMD), which was trading at $7.01, losing $0.65, or 8.55 percent, as of 2:45 PM EST.
Needham says, "A worse-than-seasonal (10%-15%) decline in the core business due to further share loss at Nokia (NYSE: NOK) is compounded by a $25MM Q/Q decline in the transceiver business. GM was guided flat to down 200bps due to lower utilization, lower 3G revenue and the ramp of PowerSmart. We are subsequently lowering our F4Q11 revenue and non-GAAP EPS to $220.0MM/$0.08 from $253MM/$0.15 and compared with the consensus of $259.3/$0.15.
"We will wait through the estimate-reset and until the ramp of PowerSmart lends increased visibility before turning more positive on shares."
Needham & Company maintains a 'Hold' rating on RF Micro Devices (RFMD), which was trading at $7.01, losing $0.65, or 8.55 percent, as of 2:45 PM EST.
Friday, January 21, 2011
Skyworks Solutions (NASDAQ:SWKS) Outperforms on Smartphones, Tablets
Consumer demand for smartphones and tablets seems to be remaining almost insatiable, and that helped Skyworks Solutions (NASDAQ:SWKS) beat expectations for their latest quarter, and increase guidance for the next.
Skyworks had net income of $60.9 million, or 32 cents a share, for the quarter, up from $28 million, or 16 cents a share, a year ago in the same quarter.
Excluding items, Skyworks earned 41 cents a share, beating analyst's expectations of 40 cents a share.
Revenue in the quarter increased to $335.1 million, a 37 percent boost, beating analysts expectations of $334 million.
The major competitors of Skyworks are RF Micro Devices (NASDAQ:RFMD), Anadigics (NASDAQ:ANAD) and Triquint Semiconductor NASDAQ:TQNT).
Major customers include Apple (NASDAQ:AAPL) Nokia (NYSE:NOK), and Samsung Electronics.
Guidance for the second quarter from Skyworks is for earnings to come in at $38-40 cents a share on revenue of $310 to $320 million.
Skyworks closed Thursday at $30.03, dropping $1.88, or 5.89 percent.
Skyworks had net income of $60.9 million, or 32 cents a share, for the quarter, up from $28 million, or 16 cents a share, a year ago in the same quarter.
Excluding items, Skyworks earned 41 cents a share, beating analyst's expectations of 40 cents a share.
Revenue in the quarter increased to $335.1 million, a 37 percent boost, beating analysts expectations of $334 million.
The major competitors of Skyworks are RF Micro Devices (NASDAQ:RFMD), Anadigics (NASDAQ:ANAD) and Triquint Semiconductor NASDAQ:TQNT).
Major customers include Apple (NASDAQ:AAPL) Nokia (NYSE:NOK), and Samsung Electronics.
Guidance for the second quarter from Skyworks is for earnings to come in at $38-40 cents a share on revenue of $310 to $320 million.
Skyworks closed Thursday at $30.03, dropping $1.88, or 5.89 percent.
Skyworks Solutions (NASDAQ:SWKS) Outperforms on Smartphones, Tablets
Consumer demand for smartphones and tablets seems to be remaining almost insatiable, and that helped Skyworks Solutions (NASDAQ:SWKS) beat expectations for their latest quarter, and increase guidance for the next.
Skyworks had net income of $60.9 million, or 32 cents a share, for the quarter, up from $28 million, or 16 cents a share, a year ago in the same quarter.
Excluding items, Skyworks earned 41 cents a share, beating analyst's expectations of 40 cents a share.
Revenue in the quarter increased to $335.1 million, a 37 percent boost, beating analysts expectations of $334 million.
The major competitors of Skyworks are RF Micro Devices (NASDAQ:RFMD), Anadigics (NASDAQ:ANAD) and Triquint Semiconductor NASDAQ:TQNT).
Major customers include Apple (NASDAQ:AAPL) Nokia (NYSE:NOK), and Samsung Electronics.
Guidance for the second quarter from Skyworks is for earnings to come in at $38-40 cents a share on revenue of $310 to $320 million.
Skyworks closed Thursday at $30.03, dropping $1.88, or 5.89 percent.
Skyworks had net income of $60.9 million, or 32 cents a share, for the quarter, up from $28 million, or 16 cents a share, a year ago in the same quarter.
Excluding items, Skyworks earned 41 cents a share, beating analyst's expectations of 40 cents a share.
Revenue in the quarter increased to $335.1 million, a 37 percent boost, beating analysts expectations of $334 million.
The major competitors of Skyworks are RF Micro Devices (NASDAQ:RFMD), Anadigics (NASDAQ:ANAD) and Triquint Semiconductor NASDAQ:TQNT).
Major customers include Apple (NASDAQ:AAPL) Nokia (NYSE:NOK), and Samsung Electronics.
Guidance for the second quarter from Skyworks is for earnings to come in at $38-40 cents a share on revenue of $310 to $320 million.
Skyworks closed Thursday at $30.03, dropping $1.88, or 5.89 percent.
Thursday, January 20, 2011
RF Micro Devices (NASDAQ:RFMD) Faces Revenue Pressure from Nokia (NYSE:NOK)
While the short term looks profitable for RF Micro Devices (NASDAQ:RFMD), in 2012 they could face significant revenue pressure from Nokia (NYSE:NOK).
UBS says, "For F3Q, we expect RFMD to report strong results and outlook, driven by strength in the handset market, especially in China ahead of the Chinese new year. For F3Q, we now expect RFMD to report Rev/EPS (pf) of $295m/19c (cons $285m/18c). For F4Q, we are modelling Rev/EPS of $284m/17c, vs. cons of $258m/15c. While in near term RFMD is benefitting from strength in handset market, revenue headwinds from Nokia transition could limit upside in F2012.
"For F3Q, we raise our Rev/EPS (pf) to $295m/19c (cons $285m/18c), from $287m/18c. For F2011, we raise Rev/EPS to $1,138m/71c (cons $1,103m/68c) from $1,123m/69c & for F2012 to $1,172m/75c from $1,127m/69c."
UBS reiterates a "Neutral" rating on RF Micro Devices (RFMD), which closed Wednesday at $8.19, dropping $0.06, or 0.76 percent. UBS raised their price target on RF Micro Devices from $7 to $9.50.
UBS says, "For F3Q, we expect RFMD to report strong results and outlook, driven by strength in the handset market, especially in China ahead of the Chinese new year. For F3Q, we now expect RFMD to report Rev/EPS (pf) of $295m/19c (cons $285m/18c). For F4Q, we are modelling Rev/EPS of $284m/17c, vs. cons of $258m/15c. While in near term RFMD is benefitting from strength in handset market, revenue headwinds from Nokia transition could limit upside in F2012.
"For F3Q, we raise our Rev/EPS (pf) to $295m/19c (cons $285m/18c), from $287m/18c. For F2011, we raise Rev/EPS to $1,138m/71c (cons $1,103m/68c) from $1,123m/69c & for F2012 to $1,172m/75c from $1,127m/69c."
UBS reiterates a "Neutral" rating on RF Micro Devices (RFMD), which closed Wednesday at $8.19, dropping $0.06, or 0.76 percent. UBS raised their price target on RF Micro Devices from $7 to $9.50.
Tuesday, December 14, 2010
Verizon (NYSE:VZ), QUALCOMM (Nasdaq:QCOM), RF Micro (Nasdaq:RFMD), Motorola (NYSE:MOT), Ericsson (Nasdaq:ERIC) Tops Gleacher's Smartphone Picks
Gleacher is wowed by their new Verizon's (NYSE:VZ) new 4G LTE data card, which they updated from the prior VZ EV-DO data card. They reiterated Verizon as their top choice in the smartphone sector, and also like QUALCOMM (Nasdaq:QCOM), RF Micro (Nasdaq:RFMD), Motorola (NYSE:MOT) and Ericsson (Nasdaq:ERIC).
Gleacher said, "We upgraded our VZ EV-DO data card to Verizon's (NYSE: VZ) 4G LTE data card last week and ran field tests in the San Francisco Bay area. Verdict: WOW! Although our study was not scientific, we stand by our call that VZ's LTE network at 700MHz is a game changer and the industry will need to respond.
"We see dramatically better data performance on the VZ network and look for a competitive response from other US players and a move to international. We look forward to LTE smartphones from VZ by mid-2011. This supports our positive smartphone call with top picks QUALCOMM, RF Micro, Motorola and Ericsson.
"VZ's LTE network marks the first large-scale 4G LTE launch, and we believe this is the beginning of an important new phase for the entire industry. We are truly encouraged by early results this soon following the launch (remember the headaches of 3G?). We view the success as a long-term positive for the entire industry, with implications for all of the major participants. We note that data-cards are just the beginning. We believe smart phones and tablets that can harness the increased bandwidth will begin to ramp by mid-2011."
Verizon closed Monday at $34.11, up $0.07, or 0.21 percent.
Gleacher said, "We upgraded our VZ EV-DO data card to Verizon's (NYSE: VZ) 4G LTE data card last week and ran field tests in the San Francisco Bay area. Verdict: WOW! Although our study was not scientific, we stand by our call that VZ's LTE network at 700MHz is a game changer and the industry will need to respond.
"We see dramatically better data performance on the VZ network and look for a competitive response from other US players and a move to international. We look forward to LTE smartphones from VZ by mid-2011. This supports our positive smartphone call with top picks QUALCOMM, RF Micro, Motorola and Ericsson.
"VZ's LTE network marks the first large-scale 4G LTE launch, and we believe this is the beginning of an important new phase for the entire industry. We are truly encouraged by early results this soon following the launch (remember the headaches of 3G?). We view the success as a long-term positive for the entire industry, with implications for all of the major participants. We note that data-cards are just the beginning. We believe smart phones and tablets that can harness the increased bandwidth will begin to ramp by mid-2011."
Verizon closed Monday at $34.11, up $0.07, or 0.21 percent.
Subscribe to:
Posts (Atom)