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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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To: Donald Wennerstrom who wrote (80940)9/4/2018 3:27:55 PM
From: Sam2 Recommendations

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Evercore names top semi picks for year's end, says avoid Intel
Sep. 4, 2018 3:01 PM ET|By: Brandy Betz, SA News Editor


Evercore ISI introduces its “The Magnificent 7” of semiconductor stocks heading into the end of the year:

Nvidia ( NVDA +1.4%) is rated at Outperform with a $300 target (was: $275) on the Turing gaming GPU, which should drive higher earnings power in the near and distant future.

Micron ( MU -1.3%) is at Outperform and $100 with a compelling risk/reward balance. The firm predicts a Q4 beat on September 20 despite memory unit concerns.

Xilinx ( XLNX +1.4%) is at Outperform and $80 with long-term data center upside.
*Rounding out the list: Marvell ( MRVL +0.3%), Outperform and $27; ( KLAC +1.4%); ASML, Outperform and $233 ( ASML -3.2%); Universal Display ( OLED +1.8%), Outperform and $150.

Other Evercore price target changes: Lam Research ( LRCX -1.2%) from $240 to $230; Maxim Integrated ( MXIM +0.3%) from $63 to $65.

The firm recommends investors avoid data center-centric businesses like Intel ( INTC -0.8%) through the rest of 2018.

Source: Bloomberg First Word.

Previously: KLA-Tencor +1.4% after Evercore upgrade (Sept. 4)

Previously: Analog Devices -1.4% after Evercore downgrade (Sept. 4)

Previously: Seagate Tech -3.8% on Evercore downgrade for near-term limits (Sept. 4)

Previously: Western Digital -2.6% on downgrade for NAND pricing decline (Sept. 4)

seekingalpha.com
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