New User:

-or-
Username:
Password:
Forgot your password?

Stock Market & Financial Investment News

News Breaks
April 16, 2014
13:13 EDTLTXC, LRCX, FORM, AMAT, KLAC, ASMLASML trades lower after reducing Q2 sales view
Shares of Dutch semiconductor equipment maker ASML Holding (ASML) are falling today after the company reported first quarter results that were for the most part in-line with expectations but lowered its second quarter sales view. WHAT'S NEW: The company reported Q1 net sales of EUR1.4B vs. EUR892M from the same quarter a year ago, but, more importantly, said it sees lower than expected Q2 sales. For Q2, ASML expects net sales of around EUR1.6B, including EUV sales. "We are pleased to report that our first-quarter sales came in as expected, largely driven by memory customers," CEO Peter Wennink said. "Sales in the second quarter are, however, expected to be affected by adjustments of system demand from some logic customers." WHAT'S NOTABLE: As a result of lower sales expectations in Q2, the company lowered its first half 2014 net sales view to around EUR3B, including sales from Extreme Ultraviolet, EUV, systems, versus earlier guidance of around EUR3B excluding EUV. PRICE ACTION: In afternoon trading, ASML shares are down 4.60, or 5.4%, to $80.54. OTHERS TO WATCH: Other semiconductor equipment names are also down, including Applied Materials (AMAT), FormFactor (FORM), KLA-Tencor (KLAC), LTX-Credence (LTXC), and Lam Research (LRCX).
News For ASML;AMAT;FORM;KLAC;LRCX;LTXC From The Last 14 Days
Sign up for a free trial to see the rest of the stories you've been missing.
1 | 2 | all recent news | >>
November 19, 2014
19:40 EDTKLACKLA-Tencor lowers Q2 EPS guidance to 37c-61c from 46c-70c, consensus 58c
Subscribe for More Information
19:34 EDTKLACKLA-Tencor declares special dividend of $16.50 per share
KLA-Tencor Corporation announced that its board has declared a special cash dividend of $16.50 per share on its common stock payable on December 9 to KLA-Tencor stockholders of record as of the close of business on December 1. The special cash dividend was approved by KLA-Tencor's board on November 19. Of the $16.50 per share distribution, KLA-Tencor currently expects between $11.50-$12.50 per share to be characterized as a dividend, and the remaining amount of the distribution to be characterized as a return of capital. KLA-Tencor's board has also authorized the redemption of $750.0M outstanding principal amount of KLA-Tencor's 6.900% senior notes due 2018.
10:29 EDTLRCX, AMATGoogle now top competitor to Apple, Jefferies says
Subscribe for More Information
07:35 EDTASMLASML upgraded to Buy from Hold at Evercore ISI
Subscribe for More Information
November 18, 2014
11:38 EDTASMLASML management to meet with Needham
Meetings to be held in Kansas City/ St .Louis on November 20 and in the Midwest on November 21 hosted by Needham.
10:15 EDTASMLHigh option volume stocks
Subscribe for More Information
07:36 EDTASML, AMATUBS to hold a conference
Global Technology Conference to be held in Sausalito, California on November 18-20 with webcasted company presentations to begin on November 18 at 10:45 am; not all company presentations may be webcasted. Webcast Link
November 17, 2014
07:52 EDTKLAC, KLACKLA-Tencor downgraded to Underperform from Outperform at CLSA
November 14, 2014
17:13 EDTASMLAppaloosa gives quarterly update on stakes
NEW STAKES: NXP Semiconductors (NXPI), Lorillard (LO), Alibaba (BABA), and Shire (SHPG). INCREASED STAKES: Whirlpool (WHR), Priceline (PCLN), Delta (DAL), CBS (CBS), and General Motors (GM). DECREASED STAKES: American Airlines (AAL), Disney (DIS), Apple (AAPL), MGM Resorts (MGM), and Eastman Chemical (EMN). LIQUIDATED STAKES: Expedia (EXPE), AIG (AIG), Prudential (PRU), Celanese (CE), and ASML Holding (ASML).
07:55 EDTAMATApplied Materials 2015 set up looks solid, says Cowen
Subscribe for More Information
November 13, 2014
18:40 EDTAMATOn The Fly: After Hours Movers
UP AFTER EARNINGS: TubeMogul (TUBE), up 12.4%... Weibo (WB), up 3.2%... Nordstrom (JWN), up 3.1%. ALSO HIGHER: Geron (GERN), up 30.7% after announcing a global strategic collaboration with Janssen Biotech... Baker Hughes (BHI), up 16.2% following reports that the company is in talks to be acquired by Halliburton (HAL)... Halliburton is up 1.4%... Pandora (P), up 4% after announcing a conference call to discuss Web IV proceeding... AmerisourceBergen (ABC), up 1.1% after being awarded a $4.06B government contract. DOWN AFTER EARNINGS: Retrophin (RTRX), down 6.6%... Phoenix New Media (FENG), down 8.4%... Voxeljet AG (VJET), down 8.6%... Intrexon (XON), down 1.1%... Youku Tudou (YOKU), down 5.7%... Applied Materials (AMAT), down 2.5%. ALSO LOWER: Puma Biotechnology (PBYI), down 6.9% following PB272 Phase II Trial results... EnLink Midstream (ENLK), down 4.8% after filing to sell 10.5M common units representing limited partners.
16:27 EDTAMATApplied Materials down about 3% following Q4 results, guidance
Subscribe for More Information
16:04 EDTAMATApplied Materials reports backlog $2.92B at Q4 end, down 2% sequentially
Subscribe for More Information
16:03 EDTAMATApplied Materials reports Q4 adjusted gross margin 44.2%, up 220bps YoY
Subscribe for More Information
16:03 EDTAMATApplied Materials sees Q1 adjusted EPS 25c-29c, consensus 31c
Sees Q1 revenue in the range of flat to up 5% from the previous quarter. Q1 consensus $2.37B.
16:02 EDTAMATApplied Materials reports Q4 adjusted EPS 27c, consensus 27c
Reports Q4 revenue $2.26B, consensus $2.27B.
15:18 EDTAMATNotable companies reporting after market close
Subscribe for More Information
14:33 EDTAMATApplied Materials technical remarks before results
The shares have outperformed the broader averages in the last three months, trading up over 7%. We need to pull back to a longer time frame to get a clearer idea of the levels that could impact price following earnings. The most critical level is on the upside at $23. This area has been touched several times since May, but there hasn't been a strong enough fundamental catalyst to push the shares higher. If the news is stronger than already bullish expectations for the shares, a breakout above $23 would seem very likely. The 52-week high at $23.64 would also likely be taken out. Next resistance levels to watch as potential upside objectives would be at $24.32 and $25.94. The latter level hasn't been seen in over ten years. If the news isn't up to bullish expectations then the $21 level would be a first probable downside test. The $20 and $19 areas would be additional downside objectives with $19 having been important support over the course of the year.
10:01 EDTAMATOn The Fly: Analyst Upgrade Summary
Subscribe for More Information
04:31 EDTAMATApplied Materials upgraded to Outperform from Neutral at Credit Suisse
Subscribe for More Information
1 | 2 | all recent news | >>

Sign up for a free trial to see the rest of the stories you've been missing.

I agree to the theflyonthewall.com disclaimer & terms of use