AXT Inc.

Company Details:

Company Symbol: AXTI
Sector: Semiconductors
Company Rating:
URL: http://www.axt.com

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  • 07/27/17 Update AXTI ($7.60, Neutral; $8.50 PT): Solid 2Q/3Q Results/Outlook Based on Broad Strength; Raising Estimates and PT from $7.00 to $8.50; Maintain Neutral Based on Valuation
  • 07/27/17 Morning Note B. Riley AM Note: ARC, AXTI, BCOV, CSGP, DMRC, GUID (downgrade), GSM, IMAX, LLNW, LRCX, PCMI, RGC, SLAB, TYL; Software (BLKB, CALD, CSOD, GUID, STMP)
  • 07/21/17 Morning Note B. Riley AM Note: AXTI, CAMT, DHX.B, HZO, MXIM, PII, SKX, SWKS, VIAV (upgrade), WEB; Software (NTCT, TYL, TYPE)
  • 07/21/17 Update AXTI ($7.60, Neutral; $7.00 PT): Earnings Preview: Expect 2Q/3Q Results/Outlook to be In Line with Consensus; Maintain Neutral Based on Valuation
  • 04/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, AXTI, BRKS, CNK, DLB, DMRC, DXCM, HIBB, INTC, KLAC, LRCX, MRVL, OSIS, PRGX, RGC, ROG, SLAB, SONS, SUP, TYL, WMAR; Software (BLKB, CALD, CSOD, GUID, NTCT)
  • 04/27/17 Update AXTI ($6.15, Neutral; $7.00 PT): Solid 1Q/2Q Results/Outlook; Chinese PON Demand Starting to Improve; Raising Estimates While PT Remains $7.00; Maintain Neutral
  • 04/21/17 Morning Note B. Riley AM Note: AXTI, FL, IMAX, MAT, MXIM, PII, RCKY, SKX (upgrade), SONS, UTEK; Software (TYL, TYPE)
  • 04/21/17 Update AXTI ($6.40, Neutral; $7.00 PT): Earnings Preview: Expect an In Line Print; Maintain Neutral on 3D Sensing Uncertainty and Optical Softness
  • 03/27/17 Morning Note B. Riley AM Note: FINL, LGF.A, MCHP, NVDA, ON, SLAB, SMTC; EMS (BELFB, BHE, CLS, CTS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA), Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Optical Components (AXTI, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/27/17 Update Industry Update: Optical Components - OFC Review, Incrementally Positive on IPHI and LITE on Significant Competitive Lead
  • 03/17/17 Morning Note B. Riley AM Note: AMRK (resuming coverage), ARTX, AXTI (downgrade), FINL, GSM, LLNW, NKE, NMRX, PFSW, RDI, SCVL; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE), Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR)
  • 03/17/17 Update AXTI ($6.60, Neutral; $7.00 PT): Downgrading from Buy to Neutral based on Production Uncertainty; Lowering Estimates and PT from $8.25 to $7.00
  • 02/23/17 Morning Note B. Riley AM Note: AXTI, BV, DMRC, DORM, GPX, HSKA, OSIS, WWW
  • 02/23/17 Update AXTI ($6.90, Buy; $8.25 PT): Solid 4Q/1Q Results/Outlook; Growth Prospects Remain Compelling; Raising PT from $8.00 to $8.25; Maintain Buy
  • 02/17/17 Morning Note B. Riley AM Note: AVP, AXTI, BCOV, CNK, COHU, CTG, DMRC, IMMR, MCS, MZOR, NTCT, RCKY, ROG, SPCB (discontinuation), TRUE, VIVE, VPG; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Boardsport (DECK, NKE, VFC)
  • 02/17/17 Update AXTI ($7.15, Buy; $8.00 PT): Earnings Preview: Expect an In Line Print but Concerned about Increased Expectations; Raising PT from $6.75 to $8.00; Wait for the Print
  • 10/27/16 Morning Note B. Riley AM Note: AXTI, BHE, BOOT, CSGP, DLB, EGHT, GRPN, INFN, KEM, LLNW, NTRI, NVDA, PCMI, PII, PLXS, SIX, SLAB, SONS, TYL, TRUE, TXN, TYPE
  • 10/27/16 Update AXTI ($5.10, Buy; $6.75 PT): 3Q Results Beat as Yield Improvements Drive GM Gains; CY17 Growth Prospects Remain Compelling Despite 4Q Pause; Raising PT from $6.25 to $6.75; Reiterate Buy
  • 10/20/16 Update Industry Update: Optical Components - Earnings Previews For LITE, AXTI, and IIVI
  • 10/20/16 Morning Note B. Riley AM Note: ASML, LRCX, INTC, MAT; Optical Components (AXTI, IIVI, LITE)
  • 09/30/16 Update AXTI ($4.94, Buy; $6.25 PT): Optical is the Current Catalyst; 3D Sensing Could be a Second Catalyst; Raising Estimates and PT from $4.80 to $6.25; Reiterate Buy
  • 09/30/16 Update Industry Update - Optical Components: 3D Sensing Could be the Second Catalyst for Those with VCSEL Technology (AXTI, FNSR, IIVI, LITE)
  • 09/30/16 Morning Note B. Riley AM Note: ADI, CAMP, JBL, KE, KEM; Optical Components (AXTI, FNSR, LITE), Semiconductors (AOSL, EXAR, SLAB, SMTC, SQNS), The Weiser Consumer (COTY, MAT, PBH, PRGO, TUP)
  • 07/28/16 Update AXTI ($3.66, Buy; $4.80 PT): 2Q/3Q Results/Outlook Beat; Continued InP Strength Driving Better Margins; Raising Estimates and PT from $4.00 to $4.80; Reiterate Buy
  • 07/28/16 Morning Note B. Riley AM Note: AMC, AXTI, CKEC, CSGP, DHX, DLB, GRPN, INFN (downgrade), LLNW, LRCX, MFLX, MPX, NTRI, PCMI, PCTI, SIX, SLAB, SONS (downgrade), SUP, TYL, TYPE; The Weiser Consumer (COTY, IPAR, JAKK, MAT, PG, TUP)
  • 07/22/16 Morning Note B. Riley AM Note: BHE, CAMT, CLS, CTG, DLB, EGHT, FLEX, IPAR, JAKK, KMB, MXIM, P, PLXS (downgrade), RUBI, SIMO, SKX, SWKS, TUP, TYPE, UTEK; Internet (AKAM, BCOV, GOOGL, GRPN, LLNW), Optical Components (AXTI, FNSR, INFN, INPHI, LITE, NPTN, OCLR)
  • 07/22/16 Update Industry Update: Optical Components - Latest Snapshot of the Optical Industry; Earnings Previews of INFN and AXTI
  • 05/31/16 Update Industry Update - Optical Components: B. Riley Conference Highlights (AXTI, IIVI, IPHI, LITE, OCLR)
  • 05/03/16 Update AXTI ($2.65, Buy; $4.00 PT): 1Q/2Q Results/Outlook Above Consensus; InP Continues to Grow Driving Better Margins; Raising Estimates and PT from $3.90 to $4.00; Reiterate Buy
  • 05/03/16 Morning Note B. Riley AM Note: ACLS, AVP, AXTI, FARM, CKEC, ELNK, FN, FTD, HDSN, IDSY, IMMR, IVAC, LGF, LITE, MWW, PCTI, RDEN, ROG, ROVI, RTEC, SBH, SRI, TIVO, TYL, WEYS; The Weiser Consumer (CL, FLWS, NWL, PG, PRGO)
  • 05/02/16 Morning Note B. Riley AM Note: AMC, ARC, AXTI, DRAD, FN, IL, JCP, KTOS, NEWP, NTRI, NWL, OCLR, PRMW, REIS, ROVI, RWNK, SWKS, TACT, TUES, TYPE, VFC, VIAV, VSAT; Exhibitors, Optical (CIEN, FNSR, IPHI), Semis/SemiCap (ACLS, CAMT, MCHP ), Software (CALD, CSOD, GUID, NTCT)
  • 04/29/16 Update AXTI ($2.71, Buy; $3.90 PT): Earnings Preview: Expect 1Q/2Q Results/Outlook to be In Line; InP Expected to be Main Growth Driver in 2016; Reiterate Buy
  • 02/25/16 Update AXTI ($2.73, Buy; $3.90 PT): 4Q/1Q Results/Outlook Above/Mixed; InP Growth Prospects Remain Compelling; Lowering 2016 EPS Estimate While Raising PT from $3.40 to $3.90; Reiterate Buy
  • 02/25/16 Morning Note B. Riley AM Note: AXTI, BV, CAMT, CNK, CSGP, DMRC, IMAX, MBUU, MCFT, MCS, RLD, SHOO, STMP, TROX; February Focus List Update (BV, CHKE, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, RUBI, TNAV)
  • 02/23/16 Morning Note B. Riley AM Note: ABTL, AMC, AMSWA, AXTI, CHKE, CKEC, CSGP, GPX, HZO, IDCC, MWW, NEWP, NLS, RUBI, SHOO, VSAT
  • 02/23/16 Update AXTI ($2.71, Buy; $3.40 PT): Earnings Preview: Expect 4Q/1Q Results/Outlook to be In Line; InP Expected to be Main Growth Driver in 2016; Reiterate Buy
  • 12/09/15 Morning Note B. Riley AM Note: AXTI, EMKR, FC, FNSR, JBL, MEI, ON; Retail Surveys (COLM, DECK, NKE, RCKY, VFC, WWW)
  • 12/09/15 Update AXTI ($2.50, Buy; $3.40 PT): InP Expected to be the Main Growth Driver while GaAs Could Rebound in 2H 2016; Raising PT from $2.25 to $3.40; Upgrading from Neutral to Buy
  • 10/30/15 Update AXTI ($2.17, Neutral; $2.25 PT): 3Q/4Q Results/Outlook was Mixed/Below Consensus; Lowering 2016 Estimates and PT from $2.60 to $2.25; Maintain Neutral
  • 10/30/15 Morning Note B. Riley AM Note: AXTI, BC, BCOV, BLKB, COHU, CAMT, COLM, CSCD, CSGP, DECK, FLWS, FN, GPX, IMMR, MTSN, MWW, NPTN, NTCT, ON, OUTR, PLXS, PRMW, REIS, RLD, ROG, SHOO, SIMO, TNAV, VIAV, VVI, WWWW
  • 10/27/15 Update AXTI ($2.22, Neutral; $2.60 PT): Earnings Preview: Expect Generally In Line 3Q/4Q Results/Outlook; Maintain Neutral for Lack of Catalyst
  • 10/27/15 Morning Note B. Riley AM Note: AFOP, AXTI, BLKB, BRCM, CSGP, GPX, JAKK, KTOS, MRVL, MWW, NTCT, NTRI, PLXS, PRMW, REIS, RLD, ROG, SWKS
  • 07/31/15 Morning Note Morning Notes: AVP, AXTI, BCOV, CALD, CL, COHR, COHU, COLM, CROX, CSGP, DECK, ELNK, EVOL, GPX, GUID, IMMR, KLAC, KTCC, LLNW, MTSN, MWW, NTCT, OUTR, PCCC, REIS, RGC, ROVI, SHOO, SRI, WMAR, WWWW; July Focus List (updated): CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 07/31/15 Update AXTI ($2.38, Neutral; $2.60 PT): Mixed 2Q/3Q Results/Outlook; Lowering Estimates and PT from $2.70 to $2.60; Maintain Neutral
  • 07/29/15 Earnings Preview AXTI ($2.42, Neutral; $2.70 PT): Earnings Preview: Expect Mixed 2Q/3Q Results/Outlook; Maintain Neutral for Lack of Catalyst
  • 07/29/15 Morning Note B. Riley & Co. Morning Notes: AKAM, AXTI, COHR, COLM, CROX, CSCD, CSGP, CTG, DHX, INTC, JDSU, NWL, PCCC, PRGX, REIS, RGC, ROVI, RUBI, SIMO, YELP
  • 05/01/15 Update AXTI ($2.38, Neutral; $2.70 PT): Mixed 1Q/2Q Results/Outlook; Slightly Lowered Estimates and PT from $2.90 to $2.70; Maintain Neutral
  • 05/01/15 Morning Note B. Riley & Co. Morning Notes: AVP, AXTI, BCOV, BRKS, CALD, CAMT, CLRO, COHU, CSGP, DWA, EL, FN, IMAX, IMMR, JDSU, LLNW, NTCT, NTRI, PCCC, REIS, RGC, ROVI, SBH, SWKS, UNTD, WMAR, WWWW; May Focus List (CHKE, CKEC, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW)
  • 04/29/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AXTI, BCOV, CLX, CTG, DORM, FLWS, IIVI, IMAX, IMMR, LLNW, PCMI, PRGX, SIMO
  • 04/29/15 Update AXTI ($2.43, Neutral; $2.90 PT): Earnings Preview: Expect In Line 1Q/2Q Results/Outlook; Maintain Neutral for Lack of Catalyst
  • 02/24/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AMSWA, AXTI, DTSI, GSM, IMMR, JAKK, NLS, NTRI
  • 02/24/15 Update AXTI ($2.67, Neutral; $2.90 PT): In Line with Preannouncement; Waiting for Compelling Catalyst; Raising PT from $2.80 to $2.90
  • 02/18/15 Update AXTI ($2.55, Neutral; $2.80 PT): Earnings Preview: Preannounced 4Q Revenue Outlook; Expect 1Q Guide to be In Line; Maintain Neutral for Lack of Catalyst
  • 02/18/15 Morning Note B. Riley & Co. Morning Notes: ADI, AMC, AXTI, CSGP, DMRC, ELNK, IMMR, NAME, SIX; Auto Parts (DORM, MPAA, REMY), Consumer Products Weekly (AVP, MAT, NWL)
  • 02/05/15 Update AXTI ($2.62, Neutral; $2.80 PT): Lowers 4Q Revenue Outlook; Lowering Estimates and PT from $3.10 to $2.80; Downgrading from Buy to Neutral
  • 02/05/15 Morning Note B. Riley & Co. Morning Notes: AFOP, API, AXTI, CACH, CLX, EXAR, FARM, FORM, IVAC, ODP, P, RNWK, SLAB, TROX, TXN, TYL, ZUMZ; Semiconductors
  • 10/31/14 Update AXTI ($2.18, Buy; $3.10 PT): SOI Displacement Cycle Mostly Over; Raising Estimates and PT from $2.50 to $3.10; Upgrading from Neutral to Buy
  • 10/31/14 Morning Note B. Riley & Co. Morning Notes: AXTI, AVP, BCOV, COHU, CSGP, GPX, GRPN, HGG, IMAX, IMMR, MCHP, NEWP, NILE, ONNN, OPLK, OUTR, PCTI, REMY, SHOO, SIMO, TREC
  • 09/17/14 Morning Note B. Riley & Co. Morning Notes: AAPL, AKAM, AXTI, DLB, EMKR, IVAC, PCOM, STMP, TIVO, VNCE; Semiconductors & Semi. Cap. Equipment (AOSL, ADI, EXAR, ISSI, ISIL, LLTC, MXIM, MCHP, ONNN, SMTC, TXN)
  • 08/01/14 Update AXTI ($2.15, Neutral; $2.50 PT): Solid 2Q/3Q Results/Guide; Raising Estimates and PT from $2.40 to $2.50; Tough Road Ahead; Maintain Neutral
  • 08/01/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AVP, AXTI, BRKS, CALD, CTP, GPX, HGG, IMMR, MCHP, ONNN, OUTR, PLNR, REIS, SBH, SHOO, SNAK, SUP, TREC, WWWW; Focus List Update
  • 05/02/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AKAM, AVP, AXTI, BIRT, CALD, COHR, CSOD, GIG, GPX, IEC, IIVI, IMMR, NEWP, NILE, NTRI, OCLR, OMCL, ONNN, OUTR, PPC, REIS, REMY, SHOO, SNDK, TYPE, UEIC, VCRA, WWWW
  • 05/01/14 Update AXTI ($2.16, Neutral; $2.40 PT): 1Q Results Above Consensus and 2Q Guide In Line; Slightly Raised Estimates; Maintain PT of $2.40; Maintain Neutral
  • 04/29/14 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AXTI, BCOV, DCO, EXAR, FORM, GPX, IEC, IIVI, IVAC, JDSU, NEWP, NOW, OPLK, PPC, PRGX, RTEC, SIMO, SSI, SWKS, TIBX, TYPE, VCRA; Consumer Products Weekly
  • 04/29/14 Update AXTI ($2.16, Neutral; $2.40 PT): Earnings Preview: Expect 1Q/2Q Results/Guide to be In Line; Maintain Neutral for Lack of Catalyst
  • 02/26/14 Morning Note B. Riley & Co. Morning Notes: ACCL, AMC, AXTI, CTG, DMD, DWA, EL, GPX, ISIL, IVAC, KLIC, LTXC, ODP, PRGX, RTEC, SHOO
  • 02/26/14 Update AXTI ($2.35, Neutral; $2.40 PT): Mixed 4Q Results; Implementing Cost Reduction Initiatives; Raising 2014 EPS Estimate and PT from $2.30 to $2.40; Maintain Neutral
  • 02/25/14 Update AXTI ($2.39, Neutral; $2.20 PT): Earnings Preview: Expect 4Q/1Q Results/Guide to be In Line; Maintain Neutral for Lack of Catalyst
  • 02/25/14 Morning Note B. Riley & Co. Morning Notes: AXTI, DMD, NLS, PRGX, RLD, ROVI, SLAB, SNAK, TROX; Consumer Products Weekly
  • 10/31/13 Morning Note B. Riley & Co. Morning Notes: ACCL, AOSL, AXTI, BIRT, DRCO, GLUU, GSM, GUID, ISIL, JDSU, KONA, MCHP, MDAS, MRGE, MSG, NCMI, PCTI, RDEN, REMY, ROVI, SWKS, WWWW
  • 10/31/13 Update AXTI ($2.23, Neutral; $2.30 PT): No Surprises in 3Q/4Q Results/Guide; Lowering Estimates and PT from $3.00 to $2.30; Maintain Neutral
  • 10/30/13 Update AXTI ($2.23, Neutral; $3.00 PT): Earnings Preview: Expect 3Q/4Q Results/Guide to be In Line; Maintain Neutral for Lack of Catalyst
  • 10/30/13 Morning Note B. Riley & Co. Morning Notes: AVP, AXTI, BWLD, CWTR, DORM, DRCO, DWA, EXAR, GPX, IIVI, IMAX, LIOX, MOVE, NTCT, OPLK, PRGX, UNTD
  • 08/01/13 Morning Note B. Riley & Co. Morning Notes: AXTI, BJRI, DOX, DRCO, DWA, FTNT, GME, JMBA, LRCX, MCHP, MDAS, NEWP, NSR, OUTR, PCTI, ROVI, SPRT, STMP, UNTD, VCLK, VIAB, VSAT
  • 08/01/13 Update AXTI ($2.80, Neutral; $3.00 PT): Provides Soft 3Q Outlook; Reducing Estimates and PT to $3.00 from $4.70; Downgrading to “Neutral” from “Buy”
  • 07/30/13 Morning Note B. Riley & Co. Morning Notes: AXTI, BBRG, BIRT, BWLD, DENN, DRCO, FTNT, IIVI, NEWP, PCTI, PRGO, RLD, ROVI, SIMO, SYMC, TXRH
  • 07/30/13 Update AXTI ($2.80, Buy; $4.70 PT): Earnings Preview: Expect 2Q/3Q Results/Guide to be Mixed due to Unfavorable Mix; Wait for the Print
  • 05/02/13 Update AXTI ($2.75, Buy; $4.70 PT): Robust 1Q Results; Seeing Further Signs of Market Recovery; Reiterate “Buy” Rating and Bumping PT Up Slightly to $4.70 from $4.60
  • 05/02/13 Morning Note B. Riley & Co. Morning Notes: ANGI, AXTI, CALD, CBS, CLX, DOX, EXAR, FTNT, IMPV, JDSU, MRGE, ROVI, SPRT, SSI, SUP, TWX, VIAB
  • 04/30/13 Update AXTI ($2.94, Buy; $4.60 PT): Earnings Preview: Wireless Could be Soft While Other Segments are Starting to Firm Up; Wait for the Print
  • 04/30/13 Morning Note B. Riley & Co. Morning Notes: AOSL, AXTI, BBRG, BIRT, BWLD, CFN, CLRO, Consumer Products (ABC, AVP, CL, CPB, MAT, NATU3-Brazil, PG, TUP, TWX), GPX, JMBA, KONA, MDSO, MSG, NEWP, ODP, OMCL, SNAK, SPRT, TWX, UNTD, WWWW
  • 02/26/13 Morning Note B. Riley Caris Morning Notes: AXTI, BBRG, CSGP, SALM
  • 02/26/13 Update AXTI ($2.80, Buy; $4.60 PT): Solid 4Q Results; Seeing Early Signs of Market Recovery; Raising PT to $4.60 from $4.00; We Recommend Adding to Positions
  • 02/22/13 Update AXTI ($2.84, Buy; $4.00 PT): Earnings Preview: Near-Term Uncertainties Continue to Linger; Wait for the Print
  • 02/22/13 Morning Note B. Riley Caris Morning Notes: ACCL, AVP, AXTI, BBRG, DRCO, FIRE, GPX, JACK, MRVL, PG, SNAK, TROX, UEIC
  • 12/12/12 Morning Note B. Riley & Co. Morning Notes: AFOP, AXTI, GLUU, Industry Update: Restaurants (BBRG, BKW, BLMN, DENN, DRI, EAT, JACK, RRGB, RT, SONC, TXRH, WEN), PPC, SIX, ZQK
  • 11/02/12 Morning Note B. Riley & Co. Morning Notes: AXTI, BCOV, BEBE, BRLI, CALD, CKEC, DRCO, FBP, GLUU, GPX, HZO, IRF, JMBA, KSWS, LLNW, MSPD, NTCT, OCLR, OPLK, REIS, ROVI, SHOO, SNAK, SSI, TXRH, UNTD, VCLK, WTSLA
  • 11/02/12 Update AXTI (Buy; $4.00 PT): Soft Q4 guidance reflects weak macro; Lowering estimates and reducing PT from $5.30 to $4.00; Maintain “Buy”
  • 10/31/12 Morning Note B. Riley & Co. Morning Notes: ACCL, ANH, ARAY, AXTI, BIRT, CMO, COHR, DENN, DRCO, ELNK, FCAL, FEIC, GBCI, Industry Update: Exhibitors (CIDM, CKEC, CNK, IMAX, RGC, RLD), HZO, IRF, JDSU, KEYN, NEWP, OPNT, PPC, PRGX, PSUN, RLD, RRGB, SIX, SNAK, WWWW
  • 09/21/12 Morning Note B. Riley & Co. Morning Notes: AXTI, Industry Update: Retail (PSUN, TLYS, ZQK), PII, VCLK, VSAT, WTSLA
  • 08/02/12 Morning Note B. Riley & Co. Morning Notes: ABTL, AEO, AXTI, CKEC, HOTT, JMBA, KCP, KTOS, LLNW, MCHX, NEWP, PACW, PII, UNTD, ZUMZ
  • 08/01/12 Update AXTI (Buy; $5.30 PT): Thesis remains intact as there are multiple catalysts in Q4 and beyond; Lowering estimates and reducing PT from $5.70 to $5.30; Maintain “Buy”
  • 07/31/12 Morning Note B. Riley & Co. Morning Notes: AXTI, BIRT, CALD, KONA, OCLR, PPC, REIS, RLD, TXRH, UNTD, WTSLA
  • 07/26/12 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, ANGI, AXTI, CAKE, COHR, DRCO, EXAR, EXAS, HTS, ISSI, PCTI, PFBC, PPC, RMBS, SKX, STMP
  • 07/19/12 Morning Note B. Riley & Co. Morning Notes: AXTI, BPOP, EGHT, EMKR, GOOG, GSM, PACW, PPC, Retail M&A Update, RGC, WWWW
  • 06/06/12 Morning Note B. Riley & Co. Morning Notes: AKAM, AXTI, BIRT, EVOL, FCAL, ZQK
  • 06/06/12 Update AXTI (Buy; $5.70 PT): Compelling valuation; Possibility of penetrating into a major RF GaAs player; Raising to “Buy” from “Neutral”
  • 05/03/12 Morning Note B. Riley & Co. Morning Notes: AEO, AXTI, CALD, CHRS, GHDX, GLUU, GSM, HOTT, JDSU, KTOS, LOOP, NEWP, PPC, ROVI, UNTD, VCLK, ZUMZ
  • 05/02/12 Update AXTI (Neutral; $5.70): Gross margin is the latest worry; Lowering estimates and reducing PT from $6.80 to $5.70; Maintain “Neutral”
  • 05/01/12 Morning Note B. Riley & Co. Morning Notes: ABTL, ACCL, AXTI, BIRT, DENN, GHDX, GPX, HOTT, IVAC, JDSU, KONA, LLNW, MCHX, NEWP, PACW, PCOM, PRGX, ROVI, SHOO, SNAK, TXRH, UMPQ, UNTD, VCLK, VECO, VRML, WTSLA, ZUMZ, Focus List for the Month of May