Posts for Ticker ‘ADI’

Top 10 Analyst Upgrades, Downgrades, Initiations (ADI, ACI, ISRG, BTU, PHM, RIMM, STX, SPWRA, TGT, WDC)

These are this Wednesday’s top ten analyst upgrades, downgrades, and initiations seen in Wall Street research calls:

Analog Devices (NYSE: ADI) Raised to Conviction Buy List at Goldman Sachs.
Arch Coal (NYSE: ACI) Started as Overweight at HSBC.
Intuitive Surgical (NASDAQ: ISRG) Started as Market Perform at Morgan Keegan.
Peabody Energy (NYSE: BTU) Started as Overweight at HSBC.
Pulte Homes (NYSE: PHM) Raised to Buy at Citigroup.
Research-in-Motion (NASDAQ: RIMM) Cut to Market Perform at BMO.
Seagate Technology (NASDAQ: STX) Cut to Underperform at BofA Merrill Lynch.
Sunpower Corporation (NASDAQ: SPWRA) Cut to Neutral at Janney Montgomery Scott.
Target Corp. (NYSE: TGT) Cut to Neutral at Goldman Sachs.
Western Digital Corp. (NYSE: WDC) Cut to Underperform at BofA Merrill Lynch.

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JON C. OGG

Posted on: November 18, 2009 – 7:53 am in Analyst Calls, Pre-Market Activity, Trading Alert, , , , , , , , , ,

Cramer’s Mobile Web & Digital TV Stocks (AAPL, RIMM, PALM, QCOM, ADI, BRCM, MRVL, RFMD, SNDK, STAR, SWKS, TXN, RSH)

Cramer ImageIf you are a fan of and an investor in the mobile web via smartphones and portable devices, then you do not even have to be a dedicated fan of Jim Cramer to become a fan of Jim Cramer for at least the time being.  On tonight’s MAD MONEY on CNBC, Cramer endorsed this move to the mobile web as the next investor opportunity as huge opportunity for many companies in the space.  But he also noted that he wants to buy the tech companies on pullbacks as he thinks the market for technology stocks is taking a little breather here.  Cramer believes that there is room for all of these major companies to make major cash as a result of the switch to newer and fast smartphones and mobile web devices.  He thinks there is room for all companies like Apple Inc. (NASDAQ: AAPL) for the iPhone, Research in Motion (NASDAQ: RIMM) for the Blackberry, and Palm Inc. (NASDAQ: PALM) for the new Pre smartphone.  He also noted QUALCOMM Inc. (NASDAQ: QCOM) as a winner in the space.
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Posted on: June 10, 2009 – 5:52 pm in Consumer Electronics, Cramer, Internet, Semiconductor, Technology Companies, WiMAX, Wireless, , , , , , , , , , , , ,

Top Analyst Upgrades (ADI, IRE, COST, NOK, PG, PLD, RDS-A, SOLF, TSN)

These are some of the top pre-market analyst upgrades and positive research calls we have seen from Wall Street early this Wednesday morning:

Analog Devices (ADI) Raised to Buy at Deutsche Bank; Raised to Neutral at Baird.
Bank of Ireland (IRE) Raised to Buy at Deutsche Bank.
Costco (COST) Raised to Outperform at Credit Suisse.
Nokia (NOK) Raised to Buy at Deutsche Bank.
Procter & Gamble (PG) Raised to Outperform at Barclays.
ProLogis (PLD) Raisede to Outperform at FBR.
Royal Dutch Shell (RDS-A) Raised to Neutral at Jefferies.
Solarfun (SOLF) Raised to Hold at Jefferies.
Tyson Foods (TSN) Raised to Buy at KeyBanc.

JON C. OGG

MAY 20, 2009

Posted on: May 20, 2009 – 6:39 am in Analyst Calls, , , , , , , , ,

TI Guidance Lynching Itself & Peers (TXN, QCOM, BRCM, ADI)

Texas_instruments_logo_3Mobile chip giant Texas Instruments (NYSE: TXN) has posted earnings of $0.43 per share and $3.39 billion in revenue.  First Call had estimates of $0.44 on $3.40 billion in revenue.  Back on September 9 it gave guidance of $0.42 to $0.47, within the $0.41 to $0.47 offered in July; and it gave revenue guidance of $3.33 to $3.47 billion, also within the $3.26 to $3.54 billion range offered.  Unfortunately, it looks too conservative even for those already braced for bad news.

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Posted on: October 20, 2008 – 3:44 pm in Earnings, Earnings Warning, Semiconductor, , , ,

Media Digest 8/22/2007 Reuters, WSJ, NYTimes, FT, Barron’s

According to Reuters, GM (GM) sees revenue in Latin America, Africa, and the Middle East growing by several billion a year for the next several years.

Reuters writes that Toyota (TM) believes that it can sell 10.4 million cars in 2009, a record.

Reuters reports that it is still likely that Google (GOOG) will bid for wireless spectrum.

The Wall Street Journal writes that TD Ameritrade (AMTD) and E*Trade (ET) are in merger talks to create the largest disount broker with 11 million customers

The Wall Street Journal writes that Google (GOOG) will begin to sell video ads on YouTube.

The Wall Street Journal writes that delays in laptop shipments are hurting Dell’s (DELL) turnaround.

The Wall Street Journal writes that GM’s venture in China will offer interest free loans to drive market share.

The Wall Street Journal reports that Sprint (S) want to use it WiMax effort to send signals to digital cameras and billboards.

The New York Times writes that Apple (AAPL) is already selling refurbished iPhones.

The FT writes that Vodafone (VOD) faces delays in getting a dividend from its stake in Verizon Wireless.

Barron’s writes that shares in Analog Devices (ADI) fell on the prospects of higher costs.

Douglas A. McIntyre

Posted on: August 22, 2007 – 3:20 am in Press Digest, , , , , , , ,

Short Sellers Taking Heat in Semiconductor Stocks July 2007

Stock Tickers: AMD, SMH, TXN, TER, ADI, LSI, MU, CY, NSM, TSM, STM, IFX

Tech stocks kept rising from June to July, yet the short sellers were beligerent.  They must have loads of money, because on individual short selling in stocks they lost more and more money if this trend remained static as it looks.  Short selling increased overall on the NYSE as seen on the NYSE notice, but this went above and beyond.  Here was a sector breakdown for the May to June period for 2007 if you want to compare. Here are the chip stock results for the major chip names listed on NYSE:

Advanced Micro (AMD) grew from 73.78M in June to 81.25M in July; Texas Instruments (TXN) grew from 30.6M in June to 33.3M in July; LSI Logic (LSI) grew from 43.77M in June to 49.75M in July; Micron (MU) grew from 50.37M in June to 59.99M in July, National Semi (NSM) went from high to higher after growing from 52.93M in June to 59.3M in July; Cypress Semi (CY) saw its 15.49M in June grow to 17.52M in July, Analog Devices (ADI) saw its 7.77M in June grow to 9.05M in July; Taiwan Semi (TSM) saw its 13.73M in June grow to 14.05M in July.

There were a few standouts as far as the actual drop in the short interest.  The most interesting drop out there came in the Semiconductor HOLDRs (SMH) as the short interest fell from 35.2M in June down to 25.6M in July, so go figure.  Teradyne (TER) fell from 14.2M in June to 13.05M in July; STMicro (STM) saw its short interest drop from 3.7M in June down to 2.89M in July;

Jon C. Ogg
July 20, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers. 

Posted on: July 20, 2007 – 5:31 am in Semiconductor, Short Interest, , , , , , , , , , , ,

NYSE June 2007 Short Interest: Semiconductor Stocks (NSM, SMH, AMD, MU, TXN)

Stock Tickers: AMD, TXN, LSI, MU, NSM, CY, IFX, ADI, STM, TSM, SMH

The Semiconductor HOLDRs Trust (SMH) pretty much says it all, as the SMH short interest rose again in June as the ETF hit a new 52-week high.  Short interest rose from May’s 33.25 million shares up to 35.2 million shares in June; and that is after a rise from 23.76 million shares in April up to a 33.252 million shares in May.  Here are the following changes with the increases in short interest first (from May to June, 2007):

RISING SHORT INTEREST NAMES
Advanced Micro Devices (AMD) saw its short interest rise from 73.3 million shares to 73.79 million shares (14.1% of the float). Micron Technology (MU) saw its short interest rise quite a bit from 36.47 million shares up to 50.375 million shares (7.1% of the float).  National Semiconductor (NSM) saw its short interest skyrocket from 9.813 million shares to an unbelievable 52.9 million shares (broker hybrid security is probably cause).  This should be confirmed because that is almost hard to believe as it would be 17% of the float, but that is at multiple sources.  Cypress Semiconductor (CY) saw its short interest rise from 13.89 million shares to 15.495 million.  Infineon (IFX) saw its short interest rise from 2.688 million shares to 3.89 million. Analog Devices (ADI) saw its short interest rise from 6.127 million shares to 7.77 million shares.  Taiwan Semiconductor (TSM) saw its short interest rise from 11.33 million shares to 13.73 million shares.

A FEW FALLING SHORT INTEREST NAMES
LSI Corp. (LSI) saw its short interest drop from 44.55 million shares to 43.77 million shares.  STMicroelectronics (STM) saw its short interest fall again from 5.946 million shares to 3.7 million.  Texas Instruments (TXN) saw its short interest drop from 32.41 million shares to 30.6 million.

Jon C. Ogg
June 22, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Posted on: June 22, 2007 – 7:48 am in Semiconductor, Short Interest, , , , , , , , , , ,

Cramer on eBay & Yahoo! Merging; More Hope Than Substance?

On TheStreet.com’s Wall Street Confidential video, Jim Cramer was reviewing technology as an avoid and was negative on the tech warnings. He slapped Network Appliances (NTAP), CA (CA), and Analog Devices (ADI). 

One interesting note that Cramer made was briefly discussing the point that eBay (EBAY) and Yahoo! (YHOO) could merge now that Microsoft (MSFT) dissed Yahoo!.  Cramer thinks eBay has plenty of cash and could easily absorb the company in a merger, plus Meg Whitman could replace Terry Semel.  Besides the fact that this would make Cramer money in Yahoo!, there may be a lot more hope and hype here than there is substance.

Jon C. Ogg
May 24, 2007

Jon C. Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Posted on: May 24, 2007 – 12:55 pm in Cramer, Internet, Mergers and Buy Outs, Technology Companies, , , , ,

May Short Interest Rose in Chip Stocks (AMD, TXN, LSI, MU, NSM, CY, IFX, ADI, STM, TSM, SMH)

Stock Tickers: AMD, TXN, LSI, MU, NSM, CY, IFX, ADI, STM, TSM, SMH

The Semiconductor HOLDRs Trust (SMH) pretty much says it all, although many of the components in that are NASDAQ listed instead of NYSE.  SMH short interest rose from 23.76 million shares in April up to a 33.252 million shares in May.  Here are the following changes with the increases in short interest first (from April to May, 2007):

Advanced Micro Devices (AMD) saw its short interest rise from 45.2 million shares to 73.3 million shares.

Texas Instruments (TXN) saw its short interest rise from 30.76 million shares to 32.41 million shares.

LSI Corp. (LSI) saw its short interest rise from 38.36 million shares to 44.55 million shares.

Micron Technology (MU) saw its short interest rise from 33.14 million shares to 36.47 million shares.

National Semiconductor (NSM) saw its short interest rise from 8.43 million shares to 9.813 million shares.

Cypress Semiconductor (CY) saw its short interest rise from 13.02 million shares to 13.89 million shares.

Infineon (IFX) saw its short interest drop from 3.055 million shares to 2.688 million shares.

Analog Devices (ADI) saw its short interest fall from 6.9 million shares down to 6.127 million shares.

STMicroelectronics (STM) saw its short interest fall from 7.3 million shares to 5.946 million shares.

Taiwan SemiConductor (TSM) saw its short interest drop from 11.75 million shares fell to 11.33 million shares.

Jon C. Ogg
May 22, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Posted on: May 22, 2007 – 8:06 am in Semiconductor, Short Interest, , , , , , , , , , ,