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BlueFin Sees Nearly 16% Upside In Coach Shares
Monday, August 29, 2016 - 9:49am | 382Read More...BlueFin’s Rebecca Duval believes Coach Inc (NYSE: COH) is taking bold steps to re-position its products. If these initiatives bear fruit, “it will go a long way to protect against any brand image erosion.” Duval reiterated a Market Outperform rating on the company with a price...
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Semtech Executing Well, BlueFin Expects A Modest Estimate Beat
Wednesday, August 24, 2016 - 11:00am | 302Read More...BlueFin expects Semtech Corporation (NASDAQ: SMTC) to modestly beat consensus estimates for the second quarter and guide revenues flattish to up slightly for the third quarter when it releases July quarter earnings on August 31. Semtech guided revenues of $130-$140 million, up 3 percent at the...
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BlueFin Research Becomes Positive On Express, Sees In-Line Q2 Results
Wednesday, August 17, 2016 - 9:16am | 392Read More...BlueFin expects Express, Inc. (NYSE: EXPR) to report its second-quarter revenue and EPS in line with consensus estimates of $520 million and $0.17, respectively. The specialty apparel and accessories retailer is expected to report its second-quarter financials on August 24. BlueFin's channel checks...
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Western Digital Finally Clearing Regulatory Hurdles
Thursday, August 4, 2016 - 10:44am | 433Read More...Bluefin sees Western Digital Corp (NASDAQ: WDC) gaining some momentum as it clears the MOFCOM regulatory hurdles and resuming consumer electronics demand for the 2016 holiday periods. The momentum is likely to also be spurred by an improvement in PC trends. The hands of Western Digital have been...
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Bluefin Analysts Positive On Intel, See PC Environment Improving
Tuesday, August 2, 2016 - 9:56am | 342Read More...The decline in PC shipments has been less than feared and the PC environment is showing “continued signs of improvement in the September quarter,” Bluefin’s Steve Mullane said in a report. He reiterated a Positive outlook on Intel Corporation (NASDAQ: INTC). July Production...
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PVH Corp Has Recouped Most Of Its Brexit Loss, BlueFin Sees It As An Attractive Stock
Tuesday, July 26, 2016 - 8:30am | 328Read More...The downturn in PVH Corp (NYSE: PVH) shares on Brexit concerns were overblown. Although the shares having recovered since, the stock is “an attractive idea,” given the current business trends, BlueFin’s Rebecca Duval said in a report. She added that there was potential earnings...
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Taiwan Semiconductor Could Blow Street Estimates Away
Tuesday, June 28, 2016 - 8:10am | 351Read More...Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) appears poised to significantly exceed Street expectations in the back half of 2016, BlueFin's Paul Peterson said in a report. He added that while 28nm was near capacity, 16nm was set to ramp to volume. Bigger Die Size To Benefit The...
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iPhone Mix Should Drive Analog Devices' Q3 Guidance Higher
Tuesday, May 17, 2016 - 8:21am | 332Read More...Analog Devices, Inc. (NASDAQ: ADI) is likely to report its April quarter results at the higher-end of its guidance range, with channel upside, BlueFin's Paul Peterson said in a report. The analyst added that the company’s core business was tracking ahead of expectations. He expects an...
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BlueFin: Some Apple Supply Chain Reduction Rumors Might Have Been Due To This
Thursday, April 21, 2016 - 11:09am | 261Read More...BlueFin Research said some of the Apple Inc. (NASDAQ: AAPL) supply chain reduction rumors may have been due to "small adjustments" for a few component suppliers in the iPhone supply chain to account for the CMOS image sensor delays. Analyst Paul Peterson noted that the April 14 and 16...
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BlueFin Stays 'Cautious' On Intel Despite Production Improvements In March
Tuesday, April 5, 2016 - 9:38am | 270Read More...Production levels likely declined at Intel Corporation (NASDAQ: INTC) in 1Q, while there could be a sequential improvement in 2Q. BlueFin’s Steve Mullane said the “cautious” stance on Intel continues for the near term, although the initial reads on PC demand in Q2 “is...
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Watch Out: BlueFin Says Fitbit Will Likely Cut Unit Guidance
Friday, April 1, 2016 - 10:29am | 341Read More...Strategy flaws and low barriers to entry trigger concerns over the prospect of Fitbit Inc (NYSE: FIT). BlueFin’s John Donovan said that the company’s strategy to expand offerings appears to be “ill-timed.” Waters TO Get Muddier So far, Fitbit has been providing middle...
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Michael Kors Has Upside…In 2017, BlueFin Says
Thursday, March 31, 2016 - 12:17pm | 467Read More...Luxury apparel, footwear and accessories retailer, Michael Kors Holdings Ltd (NYSE: KORS) has made a substantial rebound in 2016 Q1 off the back of a rough previous two years. With the stock up over 40 percent for the first quarter, it's no surprise analysts are taking note. However, the...
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Apple Chip Production Finally Improving After 7 Months Of Decline
Tuesday, March 22, 2016 - 1:52pm | 330Read More...Following seven months of dampened numbers, foundry (chip) production numbers have been seen on the rise for Apple Inc. (NASDAQ: AAPL), BlueFin Research Partners shared. Since December, the figures have "edged up modestly" on a monthly basis, with forecasts now projected to grow 1.4...
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BlueFin Warns Intel Negative Pre-Announcement A 'Strong Possibility'
Wednesday, March 16, 2016 - 9:13am | 511Read More...Intel Corporation (NASDAQ: INTC), among other names in the PC sector, has seen a rough start to 2016, down roughly 8 percent year-to-date. This dampering has not gone unnoticed, and BlueFin Research Partners calls the situation a "growing concern." "While it's still early, we...
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Will Apple Sell Less Of The Rumored '5se' Than Expected?
Tuesday, January 26, 2016 - 11:23am | 297Read More...Expectations for the world’s largest public company seem to be relatively low for Apple Inc. (NASDAQ: AAPL) standards heading into the company’s Q4 earnings report. The stock started off the year down 6.0 percent, but the company’s all-important iPhone sales numbers out this...
