Posts for Ticker ‘IDTI’

Top Analyst Upgrades (BCS, IDTI, JNY, NTES, POR, SQNM, TRMB, UEC)

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

Barclays (BCS) Raised to Overweight at HSBC.
Integrated Device Tech (IDTI) Raised to Buy at Deutsche Bank.
Jones Apparel (JNY) Raised to Buy at Lazard.
Netease.com (NTES) Started as Outperform at Bernstein.
Portland General Electric (POR) Raised to Overweight at Barclays.
Sequenom (SQNM) Started as Buy at Auriga.
Trimble Navigation (TRMB) Raised to Buy at Needham.
Uranium Energy Corp. (UEC) Raised to Sector Perform at RBC.

JON C. OGG

Posted on: April 29, 2009 – 6:51 am in Analyst Calls, , , , , , , ,

One Last Day of Chip Earnings (BRCM, IDTI, KLAC, MXIM, MCHP, PMCS, RMBS, VSEA)

Semiconductor_imageFor those who have felt that this earnings season was one of the more dismal moments for technology, today should mostly mark the end for the semiconductor companies and related stocks.  Not entirely, but mostly.  On deck after the close are Broadcom Corp. (NASDAQ: BRCM), Integrated Device Technology Inc. (NASDAQ: IDTI), KLA-Tencor Corporation (NASDAQ: KLAC), Maxim Integrated Products Inc. (NASDAQ: MXIM), Microchip Technology Inc. (NASDAQ: MCHP), PMC-Sierra Inc. (NASDAQ: PMCS), Rambus Inc. (NASDAQ: RMBS), and Varian Semiconductor Equipment Associates Inc. (NASDAQ: VSEA).

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Posted on: January 29, 2009 – 1:51 pm in Earnings, Semiconductor, , , , , , , ,

Top Early-Bird Analyst Upgrades & Downgrades (COMV, CRM, V, BRCM, GW, IDTI, MRVL, QELP, STI)

These are some of the top analyst calls we are seeing this Tuesday morning:

  • Comverge (COMV) started as Buy at Jefferies.
  • Salesforce.com (CRM) Raised to Buy at Citigroup.
  • Visa (V) started as Outperform at William Blair.

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Posted on: August 26, 2008 – 6:34 am in Analyst Calls, , , , , , , , ,

Top 10 Pre-Market Analyst Calls (CPST, CHKP, RIO, COCO, ETR, GM, IDTI, MGM, PCG, TEN)

These are ten of the individual analyst calls we are looking at from Wall Street this Thursday morning:

  • Capstone Turbine Corp. (NASDAQ: CPST) started as Buy at Broadpoint Capital.
  • Check Point Software (NASDAQ: CHKP) raised to Overweight at Lehman Brothers.
  • Comp Vale Do Rio (NYSE: RIO) started as Overweight at Lehman Brothers.
  • Corinthian Colleges (NASDAQ: COCO) Raised to Overweight from Equalweight at Lehman Brothers.
  • Entergy (NYSE: ETR) Cut to Neutral from Buy at Banc Of America.
  • General Motors (NYSE: GM) downgraded to Sell from Neutral at Goldman Sachs.
  • Integrated Device Tech (NASDAQ: IDTI) Raised to Neutral from Underperform at Merrill Lynch.
  • MGM Mirage (NYSE: MGM) Cut to Neutral from Overweight at JPMorgan.
  • PG&E (NYSE: PCG) Cut to Hold from Buy at Jefferies.
  • Tenneco (NYSE: TEN) and Lear Corp. (NYSE: LEA) were both downgraded at Goldman Sachs.

Jon C. Ogg
June 26, 2008

Posted on: June 26, 2008 – 6:57 am in Analyst Calls, , , , , , , , , ,

Top 10 Pre-Market Analyst Calls (ADCT, ANN, ASH, ASMI, CLHB, COST, IDTI, JCG, MRVL, NDAQ)

These are ten of the analyst calls we are focusing on this Friday morning:

  • ADC Telecom (NASDAQ: ADCT) raised to Overweight at JPMorgan.
  • AnnTaylor (NYSE: ANN) raised to Outperform at FBR.
  • Ashland (NYSE: ASH) cut to Underweight at JPMorgan.
  • ASM International (NASDAQ: ASMI) started as Underpeform at Jefferies.
  • Clean Harbors (NASDAQ: CLHB) raised to Outperform at Robert W. Baird.
  • Costco (NASDAQ: COST) cut to Neutral at Piper Jaffray.
  • Integrated Device Tech (NASDAQ: IDTI) cut to Neutral at Cowen & Co.
  • J. Crew (NYSE: JCG) cut to Market Perform at Wachovia; cut to Sell at Citigroup.
  • Marvell Tech (NASDAQ: MRVL) raised to Overweight at JPMorgan and raised to Outperform at oppenheimer.
  • NASDAQ (NASDAQ: NDAQ) raised to Overweight at Lehman Brothers.

Jon C. Ogg
May 30, 2008

Posted on: May 30, 2008 – 7:01 am in Analyst Calls, , , , , , , , , ,

52-Week Low Club: Transport, Semiconductors & Financials (January 2, 2008)

Truckers led the drop after a fake $100 oil print and after a YRC Worldwide (NASDAQ: YRCW) acquisition write-down, pulling down Arkansas Best (NASDAQ: ABFS) and others.  With no surprise, airlines followed suit with Airtrain (AAI), AMR Corp. (NYSE: AMR), Continental Airlines (NYSE:CAL), Delta (NYSE: DAL), FedEx (FDX), Jetblue (NASDAQ:JBLU), Mesa Air (NASDAQ: MESA), Northwest Air (NYSE: NWA), Southwest Airlines (NYSE:LUV), US Air (NYSE: LCC).

Chip and tech stocks on 52-week lows: AMAT, AMD, ADTN, ARRS, ATML, BBND, CHRT, FCS, FEIC, IDTI, IM, KLAC, KLIC, LRCX, LSCC, LSI, MCRL, MRVL, MU, NSM, STM, TER, XLNX

Financial Giants on 52-Week lows: BAC, BBT, BSC, CYN, DFG, EFX, FIC, FITB, FHN, MCO, NCC, PNSN, SNV, SBP, WFC, ZION.

We kept the REIT’s and the usual suspects in retail off the list that have been here day in and day out (although many hit new 52-week lows).  Here is the huge list of others 52-week lows:

  • Automatic Data (ADP), Cardinal Health (CAH), Career Education (CECO), Diebold (NYSE: DBD), EchoStar (DISH), Superior Offshore (DEEP), Dow Chemical (DOW), Eastman Kodak (EK), Emmis (EMMS), Ford (F), Fortune Brands (FO), General Motors (GM), Hasbro (HAS), Helen of Troy (HELE), Interpublic (IPG), Mattel (MAT), McClatchy (MNI), Media General (MEG), Nortel Networks (NT), Owens Corning (OC), Paychex (OPAYX), PHH Corp. (PHH), Playboy (PLA), Radio Shack (RSH), Rite Aid (RAD), Sherwin Williams (SHW), Sprint Nextel (S), Starbucks (SBUX), Starwood Hotels (HOT), Sun Microsystems (JAVA), Symantec (SYMC), Travelzoo (TZOO), VF Corp (VFC), Warner Music Group (WMG), Waste Management (WMI), Weight Watchers (WTW), Wendy’s (WEN)

Imagine how large this list would have been if retailers and REIT’s were included.
Jon C. Ogg
January 2, 2008

Posted on: January 2, 2008 – 4:23 pm in HI/LOW, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Pre-Market Analyst Calls (October 1, 2007)

AMR cut to Hold at Citigroup.
ALVR raised to positive at Susquehanna.
CHTR started as Overweight at JPMorgan.
CME raised to Outperform at Wachovia.
COMS cut to Neutral at UBS.
COP cut to Sell at Deutsche Bank.
CTXS cut to Neutral at B of A.
HAR reinstated as Overweight at Lehman.
IDTI cut to Equal Weight at Lehman.
ISIL raised to Equal Weight at Lehman.
KRC raised to Buy at Citigroup.
LKQX started as Hold at Deutsche Bank.
LUV cut to Hold at Citigroup.
MRVL cut to Equal Weight at Lehman.
NCC cut to Underperform at Bear Stearns.
NETL cut to Equal Weight at Lehman.
PCL cut to Neutral at Merrill Lynch.
PRX cut to Underperform at FBR.
RIMM cut to Outperform at RBC.
RYN cut to Sell at Merrill Lynch.
SVU started as Sell at B of A.
SXCI raised to Buy at UBS.
TEN started as Underperform at Bear Stearns.
VSTA cut to Sell at Deutsche Bank.

Jon C. Ogg
October 1, 2007

Posted on: October 1, 2007 – 6:46 am in Analyst Calls, , , , , , , , , , , , , , , , , ,

Short Interest: NASDAQ Semiconductor Stocks (June, 2007)

Stock Tickers: QQQQ, NVDA, MXIM, AMAT, INTC, KLAC, MCHP, SNDK, ISIL, ALTR, ATML, LLTC, NVLS, ONNN, XLNX, IDTI

This pretty much confirms the rise in the June-2007 short interest of NYSE-listed chip stocks that we observed last week.  Here is the short interest for June 2007 versus May 2007, and we noted the change on each.

Stock (Ticker)                                          June        May    Change
NVIDIA (NVDA)                                        20.7M    11.7M    +76.5%
Maxim Integrated Prod. (MXIM)            11.9M    9.16M    +29.8%
Applied Materials (AMAT)                        53M    41.59M   +27.48%
Intel (INTC)                                            100.1M    81.2M    +23.3%
KLA-Tencor (KLAC)                              21.14M    17.1M    +23.2%
Microchip Tech.    (MCHP)                     8.77M    7.64M    +14.8%
SanDisk (SNDK)                                   24.57M   21.58M   +13.9%   
Intersil Corp. (ISIL)                                 7.86M     7.76M     +1.2%
Altera (ALTR)                                           22.1M     21.9M     +1%
Atmel (ATML)                                           10.6M     9.70M     +9.9%
Linear Tech (LLTC)                                18.4M     18.4M      flat
Novellus (NVLS)                                     15.1M      15.3M     -1.1%
ON Semiconductor (ONNN)                 24.1M      25.5M    -5.7%
RAMBUS (RMBS)                                               7.62M        8.27M      -7.9%
Xilinx (XLNX)                                           21.28M    23.9M      -10.9%
Integrated Device Tech. (IDTI)              4.27M     5.56M     -23%

The NASDAQ 100 Trust (QQQQ) saw its short interest rise more than 26%, with its short interest carried at 197.6 million shares in June compared to 156.6 million in May.

Jon C. Ogg
June 27, 2007

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

Posted on: June 27, 2007 – 3:45 am in Semiconductor, Short Interest, , , , , , , , , , , , , , , , ,