Posts for Ticker ‘XLNX’

Top 10 Tech Earnings on Deck (INTC, LLTC, ADTN, XLNX, ASML, IBM, AMD, FCS, GOOG, NOK)

DRAM ImageWe have many key technology stocks reporting earnings this coming week.  Intel Corporation (NASDAQ: INTC) will start things off to give us a read on semiconductors and PCs. Linear Technology Corp. (NASDAQ: LLTC), ADTRAN, Inc. (NASDAQ: ADTN), Xilinx, Inc. (NASDAQ: XLNX), ASML Holding N.V. (NASDAQ: ASML), International Business Machines (NYSE: IBM), Advanced Micro Devices (NYSE: AMD), Fairchild Semiconductor International, Inc. (NYSE: FCS), Google Inc. (NASDAQ: GOOG), and Nokia Corp. (NYSE: NOK) are also all on deck for earnings this week.

We have compiled Thomson Reuters figures for the consensus estimates and appropriate performance data where needed.  We based the comparisons for the June 30 close to see how these have performed in the latest quarter and we also looked for that big inflection date of March 9 to see how much these have rallied from the height of the market panic selling.
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Posted on: October 10, 2009 – 7:35 am in Calendar, Earnings, Technology Companies, , , , , , , , , ,

Top Day Trader Alerts (AMR, XLNX, ALTR, NTES, PALM, STX)

These are this morning’s top pre-market day trader alert stocks and active trader stock.  We have more detailed data and analysis on historic price, volume, and trends with a link through on each stock at VSInvestor.com:

AMR Corp. (NYSE: AMR) is holding up rather well considering it boosted its secondary offering size considerably.

Xilinx, Inc. (Nasdaq: XLNX) is soaring enough on its September guidance that it is also lifting Altera Corporation (NASDAQ: ALTR).

Netease.com, Inc. (NASDAQ: NTES) is down on a single block trade of over 437,000 shares.

Palm, Inc. (NASDAQ: PALM) is holding up rather well considering its juiced up secondary.

Seagate Technology (NASDAQ: STX) is up close to 4% on higher guidance.

You can join our open email distribution list which goes out several times per week for top day trader alerts, analyst upgrades and downgrades, IPO’s, key secondary offerings, guru investor data on Buffett and others, mergers, and more.

JON C. OGG

Posted on: September 23, 2009 – 8:52 am in After-Hours Activity, Pre-Market Activity, Trading Alert, , , , , ,

Morgan Stanley’s Key Technology Upgrades & Downgrades (IBM, DELL, CTXS, ADSK, NVLS, TXN, STM, PMCS, QLGC, LRCX, XLNX)

Bull and Bear ImageMorgan Stanley has made several key downgrades in technology, as well as a few lesser upgrades.  Both IBM (NYSE: IBM) and Dell Inc. (NASDAQ: DELL) were downgraded to Equal-Weight from Overweight.  Also cut to underweight were Citrix Systems (NASDAQ: CTXS) and Autodesk (NASDAQ: ADSK).  Novellus Systems (NASDAQ: NVLS) and Texas Instruments (NYSE: TXN) were downgraded to Equal-Weight from Overweight; and STMicroelectronics (NYSE: STM) was cut to Underweight.

There were actually a few Morgan Stanley upgrades in the broader call as well.  PMC-Sierra (NASDAQ: PMCS), QLogic (NASDAQ: QLGC), Lam Research (NASDAQ: LRCX) and Xilinx (NASDAQ: XLNX) were all raised to Overweight.

JON C. OGG

Posted on: September 8, 2009 – 9:01 am in Analyst Calls, Software, Technology Companies, , , , , , , , , , ,

Top Day Trader Alerts (MOS, POT, CIT, NOK, JPM, CTAS, XLNX, PLCM, SLT)

These are some of the top stocks to watch this morning for active trading today based on pre-market and after-hours volume activity. There are links through to each with more detailed coverage and volume analysis at VSInvestor.com:

Mosaic Co. (NYSE: MOS) shares are up roughly 12 percent in premarket trade to $50 on takeover speculation, with rivals including Potash Corp. (NYSE: POT) also seeing some early bids.

CIT Group (CIT) shares are likely to see a volume spike Thursday after newspaper reports suggest that a government bailout might not be cards, and talks reportedly broke down.

Stocks moving on earnings this morning include Nokia (NYSE: NOK) and JP Morgan Chase & Co. (NYSE: JPM). Others could move include Cintas Corp. (Nasdaq: CTAS), Xilinx Inc. (Nasdaq: XLNX) and Polycom Inc. (Nasdaq: PLCM).

Sterlite Industries (NYSE: SLT) may see a volume spike lower after a stock offering that priced at a 6 percent discount.

-The 24/7 Wall St. Team

Posted on: July 16, 2009 – 7:25 am in Pre-Market Activity, Trading Alert, , , , , , , , ,

Full 360 Review of Technology Earnings Previews (NVLS, INTC, XLNX, GOOG, IBM)

This week will mark the kickoff for the real flood of Q2-2009 earnings season.  We have many key technology stocks reporting earnings this week and these should help to craft the post-earnings bias for traders for the following two weeks.  Novellus Systems Inc. (NASDAQ: NVLS) is on deck this afternoon.  The big one for Tuesday is processor-giant Intel Corporation (NASDAQ: INTC).  Xilinx, Inc. (NASDAQ: XLNX) is on deck for Wednesday after the close.  Thursday is web search giant Google Inc. (NASDAQ: GOOG) and IT-giant International Business Machines (NYSE: IBM).  We have more details on the Thomson Reuters estimates for each, but we have also given some performance and relative analysis for each as well.
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Posted on: July 13, 2009 – 1:46 pm in Earnings, Internet, Semiconductor, Technology Companies, , , , ,

Analysts Changing Semiconductor Ratings (ALTR, AMCC, ASML, BRCM, LSCC, MRVL, WFR, MU, PMCS, STM, XLNX)

We have seen many semiconductor and circuit calls this morning with upgrades and downgrades from Wall Street analysts.  Here are some of these upgrades and downgrades:

Altera (ALTR) Cut to Underweight at Morgan Stanley.
Applied Micro Circuits (AMCC) Cut to Underweight at Morgan Stanley.
ASML (ASML) Cut to Neutral at Goldman Sachs.
Broadcom (BRCM) Raised to Overweight at Morgan Stanley.
Lattice Semiconductor (LSCC) Cut to Underweight at Morgan Stanley.
Marvell Tech (MRVL) Raised to Overweight at Morgan Stanley.
MEMC (WFR) Raised to Equal Weight at Morgan Stanley.
Micron Technology (MU) Raised to Overweight at Morgan Stanley.
PMC-Sierra (PMCS) Cut to Equal Weight at Morgan Stanley.
STMicroelectronics (STM) Raised to Buy at Goldman Sachs.
Xilinx (XLNX) Cut to Underweight at Morgan Stanley.

JON C. OGG

Posted on: May 18, 2009 – 6:45 am in Analyst Calls, Semiconductor, , , , , , , , , , ,

Top 10 Analyst Upgrades & Downgrades (ALTR, XLNX, BMRN, FWLT, PALM, VRTX, EIX, MGM, POM, TIF)

These are the top 10 analyst calls we have seen this Wednesday morning with about two hours until the market opens:

  • Altera (ALTR) and Xilinx (XLNX) Raised to Overweight at Global Crown.
  • Biomarin Pharma    (BMRN) Raised to Buy at Citigroup.
  • Foster Wheeler (FWLT) Raised to Buy at Jefferies.
  • Palm (PALM) Raised to Buy at Piper Jaffray.
  • Vertex Pharm (VRTX) Raised to Accumulate at ThinkEquity.
  • Edison (EIX) Cut to Market Perform at Wachovia.
  • MGM Mirage (MGM) Cut to Hold at KeyBanc.
  • Pepco Holdings (POM) was downgraded at both Barclays and at Wachovia.
  • Tiffany (TIF) target cut by over 60% to $21.00 at HSBC.

JON C. OGG
March 4, 2009

Posted on: March 4, 2009 – 7:53 am in Analyst Calls, , , , , , , , , ,

Early Bird Technology Analyst Upgrades & Downgrades (ARUN, PMCS, RVBD, ALTR, CTRP, PMTC, SNWL, XLNX)

These are some of the key analyst upgrades and downgrades from Wall Street that we have seen so far this morning in technology stocks:

  • Aruba Networks (ARUN) Raised to Neutral from Sell at Goldman Sachs.
  • PMC-Sierra (PMCS) Raised to Buy at Goldman Sachs.
  • Riverbed Tech (RVBD) Raised to Neutral at UBS.
  • Altera (ALTR) Cut to Sell at Goldman Sachs.
  • Ctrip.com (CTRP) Cut target to $45 from $62 at Goldman Sachs.
  • Parametric Tech (PMTC) Cut to Neutral at Piper Jaffray.
  • SonicWALL (SNWL) Cut to Neutral at Baird.
  • Xilinx (XLNX) Cut to Neutral at Goldman Sachs.

Jon C. Ogg
October 29, 2008

Posted on: October 29, 2008 – 6:16 am in Analyst Calls, Technology Companies, , , , , , , ,

Top Pre-Market Analyst Upgrades (ACV, CMM, NCC, NT, RHD, TLAB, TRA, XLNX)

These are some of the top analyst upgrades we have seen this Monday morning with about two hours to the open:

  • Alberto-Culver (ACV) Started as Buy at Goldman Sachs.
  • China Mass Media (CMM) Started as Outperform at Oppenheimer.
  • National City (NCC) Raised To Outperform at Oppenheimer.
  • Nortel Networks (NT) Raised to Buy at UBS.
  • R.H. Donnelley (RHD) Raised to Hold at Deutsche Bank.
  • Tellabs (TLAB) Raised to Outperform at Baird.
  • Terra Industries (TRA) Raised to Neutral at Goldman Sachs.
  • Xilinx (XLNX) Raised to Buy at Piper Jaffray.

Jon C. Ogg
September 29, 2008

Posted on: September 29, 2008 – 6:52 am in Analyst Calls, , , , , , , ,

Top Pre-Market Analyst Downgrades (KELYA, KLAC, LRCX, MRVL, PNY, RHI, SNDA, XLNX)

These are the top downgrades and negative analyst calls we are seeing this Thursday morning:

  • Kelly Services (KELYA) Cut to Sell at Citigroup.
  • KLA-Tencor (KLAC) Cut to Equal-weight at Morgan Stanley.
  • Lam Research (LRCX) Cut to Underweight at Morgan Stanley.
  • Marvell Technology (MRVL) Started as Neutral at Credit Suisse.
  • Piedmont Natural Gas (PNY) Cut to Neutral at Baird.
  • Robert Half (RHI) Cut to Sell at Citigroup.
  • Shanda Interactive (SNDA) has seen estimate and targets cut by Citigroup, JPMorgan, and Goldman Sachs.
  • Xilinx (XLNX) Started as Neutral at Credit Suisse.

Jon C. Ogg
September 4, 2008

Posted on: September 4, 2008 – 6:26 am in Analyst Calls, , , , , , , ,

Top 10 Pre-Market Analyst Calls (ABX, BIOD, FTK, GLNG, OSG, TEF, PAR, UPL, XLNX)

Below are the top 10 individual analyst calls we are focusing on this morning:

  • Barrick Gold (NYSE: ABX) downgraded to neutral at Credit Suisse.
  • Biodel (NASDAQ:    BIOD) started as Overweight at JPMorgan.
  • Flotek Ind. (NYSE: FTK) started as Outperform at bear Stearns.
  • Golar LNG (NASDAQ: GLNG) downgraded to Hold at Jefferies and downgraded to Market Perform at FBR.
  • Overseas Shipholding (NYSE: OSG) raised to Outperform at Bear Stearns.
  • Telefonica SA (NYSE: TEF) raised to Buy at UBS.
  • 3Par (NYSE: PAR) started as Buy at Merriman Curhan Ford.
  • Ultra Petroleum (NYSE: UPL) downgraded to Neutral at JPMorgan.
  • Xilinx (NASDAQ: XLNX) raised to Buy at UBS.

Jon C. Ogg
February 27, 2008

Posted on: February 27, 2008 – 7:55 am in Analyst Calls, , , , , , , , ,

Top 10 Pre-Market Analyst Calls (ABB, AMLN, ARNA, BP, EFII, MET, NVDA, LSI, NETL, XLNX, STO, TOT, WFC)

These are not the only impact analyst calls this morning, but these are the top calls that 247WallSt.com is focusing on:

  • ABB Ltd. (NYSE: ABB) downgraded to SELL from Hold at Citigroup.
  • Amylin Pharma (NASDAQ:AMLN) started as Outperform at Robert Baird.
  • Arena Pharamaceuticals (NASDAQ:ARNA) raised to Buy from Neutral at Banc of America.
  • BP plc (NYSE: BP) downgraded to Underweight from Equal Weight at Lehman Brothers.
  • Electronics for Imaging (NASDAQ:EFII) downgraded to Neutral from Buy at Banc of America.
  • Metlife (NYSE: MET) raised to Outperform from Market Perform at Bernstein.
  • NVIDIA (NASDAQ:NVDA), LSI (NYSE: LSI), NetLogic (NASDAQ:NETL) and Xilinx (NASDAQ:XLNX) all downgraded to HOLD from Buy at Deutsche Bank.
  • StatoilHydro (NYSE: STO) raised to Outperform from neutral at Credit Suisse.
  • Total SA (NYSE: TOT) downgraded to Neutral from Outperform at Credits Suisse.
  • Wells Fargo (NYSE: WFC) downgraded to Underperform from Market Perform at FBR.

Jon C. Ogg
January 15, 2008

Posted on: January 15, 2008 – 7:36 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, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Key Earnings Reactions (October 19, 2007)

(AMD) Advanced Micro Devices -$0.71 EPS vs -$0.62 est.
(BSX) Boston Scientific $0.20 EPS vs $0.07 guidance.
(CAT) Caterpillar $1.40 EPS vs $1.43 est.; narrows 2007 guidance.
(FITB) Fifth Third $0.71 EPS vs $0.68 est.
(GOOG) Google traded up 1% after beating earnings; added 2,100 jobs.
(HOG) Harley Davidson $1.07 EPS vs $1.05 est.; cautious near-term.
(HON) Honeywell $0.81 EPS vs $0.81 est.
(ISRG) Intuitive Surgical traded up almost 5% after beating earnings and raising guidance.
(MMM) 3M $1.29 EPS vs. $1.28 est.; guidance looks raised but that is on gains.
(PMCS) PMC-Sierra slightly beat estimates but CEO retiring; stock traded up marginally.
(SLB) Schlumberger $1.09 EPS vs $1.07 est.
(SNDK) SanDisk indicating down after beating earnings and seeing slight drop in pricing.
(WB) Wachovia $1.05 EPS vs $1.03 est.; was $0.90 after items.
(XLNX) Xilinx $0.30 EPS vs $0.29 est.
(XRX) Xerox $0.27 EPS vs. $0.26 est.

Jon C. Ogg
October 19, 2007

Posted on: October 19, 2007 – 6:44 am in Earnings, Pre-Market Activity, , , , , , , , , , , , , , ,

Pre-Market Stock News (July 17, 2007)

(ADTN) Adtran $0.28 EPS versus $0.28 estimate.
(AIZ) Assurant CEO and CFO received SEC WELLS NOTICE.
(ASD) American Standard noted as a positive ahead of split-up by Cramer on MAD MONEY.
(CVO) Cenveo is acquiring Commercial Envelope.
(DJ) Dow Jones has reportedly reached some terms with News Corp. over the merger according to WSJ reports; actual status varies from source to source so consider this still an outstanding issue until formal statements are made from one or both companies.
(ELS) Equity Lifestyle $0.59 EPS vs $0.58 estimate.
(ENCY) Encysive retained Morgan Stanley to assist in strategic review.
(FCFS) First Cash Financial $0.27 EPS vs $0.26 estimate.
(JNJ) J&J $1.05 EPS vs $1.00 estimate.
(KEY) KeyCorp $0.86 EPS vs $0.70e; raised guidance as well, but unsure if comparable.
(KO) Coca-Cola $0.85 EPS vs. $0.82 estimate.
(LYO) Lyondell is being acquired by Basell for $48.00 per share.
(MDT) Medtronic received approval for artificial disc for the neck.
(MER) Merrill Lynch $2.24 EPS vs $2.02 estimate.
(NLS) Nautilus traded down 12% after earnings.
(PHTN) Photon Dynamics sees results under plan for Q3.
(PHG) Philips Electronics noted positively as European play by Cramer on MAD MONEY.
(RF) Regions Financial $0.69 EPS vs $0.69 estimate.
(STT) State Street $1.07 EPS vs $1.01 estimate.
(WFC) Wells Fargo unveiled a money transfer program.
(WGOV) Woodward Governor noted positively by Cramer on MAD MONEY.
(XLNX) Xilinx’s Spartan-3E and MicroBlaze soft processor selected for Samsung Electronics’ latest digital video surveillance system.

Jon C. Ogg
July 17, 2007

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

Posted on: July 17, 2007 – 7:02 am in Pre-Market Activity, , , , , , , , , , , , , , , , , , , , , ,

Top Earnings Next Week Part 2 (July 19-20, 2007)

THURSDAY
Advanced Micro Devices (NYSDAQ:AMD)
Ameritrade (NASDAQ:AMTD)
Bank of America (NYSE:BAC)
Bank of New York (NYSE:BK)
Cemex (NYSE:CX/ADR)
Continental Airlines (NYSE:CAL)
Cypress Semi (NYSE:CY)
Dow Jones (NYSE:DJ)
Fifth Third Bancorp (NASDAQ:FITB)
First Data (NYSE:FDC)
Gilead Sciences (NASDAQ:GILD)
Google (NASDAQ:GOOG)
Harley-Davidson (NYSE:HOG)
Honeywelll (NYSE:HON)
Illinois Tool Works (NYSE:ITW)
International Game Technology (NYSE:IGT)
Microsoft (NASDAQ:MSFT)
Motorola Inc. (NYSE:MOT)
NASDAQ Stock market (NASDAQ:NDAQ)
OptionsXpress (NASDAQ:OXPS)
PMC-Sierra (NASDAQ:PMCS)
Roche
Safeway (NYSE:SWY)
SanDisk (NASDAQ:SNDK)
SAP AG (NYSE:SAP)
Scholastic (NASDAQ:SCHL)
Seagate Tech (NYSE:STX)
SunPower Corp. (NASDAQ:SPWR)
SunTrust (NYSE:STI)
Telefonos De Mexico (NYSE:TMX)
Union Pacific (NYSE:UNP)
UnitedHealth Group (NYSE:UNH)
Wyeth (NYSE:WYE)
Xilinx, Inc. (NASDAQ:XLNX)

FRIDAY
Boston Scientific (NYSE:BSX)
Caterpillar (NYSE:CAT)
Citigroup (NYSE:C)
Ericsson (NASDAQ:ERIC)
Schlumberger (NYSE:SLB)
Wachovia Corp (NYSE:WB)

Jon C. Ogg
July 13, 2007

PLEASE NOTE: THSE DATES MAY CHANGE WITHOUT NOTICE OR MAY HAVE ALREADY CHANGED

Posted on: July 13, 2007 – 5:05 pm in Calendar, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

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, , , , , , , , , , , , , , , , ,