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News Breaks
November 26, 2012
06:30 EDTARMH, EZCH, CEVA, DIOD, FIO, ENTR, BRCMSemiconductor sector upgraded to Overweight at Benchmark Co.
Benchmark Co. upgraded its rating on the Semiconductor sector to Overweight from Market Weight citing low expectations for the group and reasonable inventory levels. Benchmark Co. coupled its sector rating change with an upgrade of Broadcom (BRCM) to Buy from Hold. The firm also has Buy ratings on Diodes (DIOD), EZchip (EZCH), Entropic (ENTR), CEVA (CEVA), ARM Holdings (ARMH), and Fusion-io (FIO).
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August 14, 2014
05:52 EDTBRCMOpco sees Cicso results as favorable for supply chain
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August 13, 2014
14:44 EDTEZCHEZchip price target lowered to $31 from $34 at Feltl
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10:29 EDTEZCHEZchip sees growth margins 82% at FY14 end
10:20 EDTEZCHHigh option volume stocks
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10:14 EDTEZCHEZchip sees Q3 revenue ex-items in $22M range, consensus $22.07M
EZchip (EZCH) will continue to see some level of revenue from Juniper (JNPR) for the remainder of FY14 and beyond. Comments taken from the company's Q2 earnings conference call
09:54 EDTEZCHEZchip says revenues can potentially triple from FY12-FY16
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08:01 EDTEZCHEZchip reports Q2 EPS 36c, consensus 34c
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August 11, 2014
08:11 EDTBRCMBroadcom has meaningful upsise, says Morgan Stanley
Morgan Stanley said Broadcom management is in the early stages of transforming the company to one of stable growth and high profitability from one focused on growth, which should catch the focus of investors. The firm expects shares to trade higher and reiterates its Overweight rating and raises its price target to $44.
07:53 EDTBRCMBroadcom upcoming changes not priced into shares, says Jefferies
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