II-VI Incorporated

Company Details:

Company Symbol: IIVI
Sector: Technology: Scientific & Technical Instruments
Company Rating:
URL: http://www.ii-vi.com

Related Research

  • 08/08/17 Morning Note B. Riley AM Note: AIRG, CLRO, CTSO, HCHC, III, IIVI, IPHI, ITI, LOV, NCMI, ON, PDVW (transition), PFSW, UFAB
  • 08/08/17 Update IIVI ($38.15, Neutral; $39.50 PT): Strong F4Q Results, but Tempered F1Q Outlook; Slightly Raising FY18/19 EPS; Unchanged $39.50 PT
  • 08/03/17 Morning Note B. Riley AM Note: BRKS, CVU, FORM, GRPN, IIVI, KEM, KLIC, LITE, NCMI, NSIT (upgrade), OCLR, RTEC, STMP, UFAB, ZUMZ
  • 08/03/17 Update IIVI ($36.20, Neutral; $39.50 PT): Earnings Preview: Reaffirmed F4Q; Expect In Line F1Q Outlook; Maintain Neutral Based on Valuation
  • 07/26/17 Update IIVI ($39.75, Neutral; $39.50 PT): Downgrading From Buy to Neutral Based on Valuation; 3D Sensing Revenue Could be Underwhelming; Raising PT From $35.75 to $39.50
  • 05/03/17 Update IIVI ($28.55, Buy; $35.75 PT): Solid F3Q Results Driven By OpComm, but F4Q Outlook Below Consensus; Lowering PT from $43.25 to $35.75, Maintain Buy
  • 05/03/17 Morning Note B. Riley AM Note: AKAM, AMAT, ARC, AVGO, BLKB (downgrade), CARB, CSOD, DXCM, GDDY, GPX, GUID, HSKA, IIVI, INTC, IPHI, KLAC, LOV, LRCX, MBUU, MCFT, OCLR, SCVL, SQNS, SWKS, TNAV, TREC, TXN, VIAV
  • 04/28/17 Update Industry Update - Optical Components: Earnings Previews for OCLR, IPHI, and IIVI
  • 04/28/17 Morning Note B. Riley AM Note: BC, BRKS, COHU, COLM, CSGP (transition), DSW, GOOGL, GPX, HSKA, HZO, IDCC, INTC, KLAC, MCS, MPX, PCMI, PRMW, ROG, SIMO, SWKS, TNAV, TNDM, TYL, UAA, VRS (initiation); Optical Components (IIVI, IPHI, OCLR)
  • 04/13/17 Update Industry Update - Optical Components: Despite AAOI, Proceed with Caution into 1Q Earnings Season as 2Q is Off to a Slow Start (ACIA, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 04/13/17 Morning Note B. Riley AM Note: ACIA, CHKE, CNK; Optical Components (ACIA, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 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
  • 01/25/17 Update IIVI ($36.05, Buy; $43.25 PT): Strong Optical Leads to a Beat-and-Raise; Closing in on 3D Sensing Opportunities; Raising Estimates and PT from $33.50 to $43.25; Maintain Buy
  • 01/25/17 Morning Note B. Riley AM Note: BC, CDZI, HZO, IIVI, IVAC, KMB, MRVL, ON, PII, SIMO, TNAV, TXN; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE)
  • 01/20/17 Update IIVI ($30.20, Buy; $33.50 PT): Earnings Preview: Expect F2Q/F3Q Results/Outlook to be Above/In Line; Still Waiting for 3D Sensing to Ramp in 2H CY17
  • 01/20/17 Morning Note B. Riley AM Note: CYTX, IIVI, SWKS; Internet (GOOGL, YHOO)
  • 01/05/17 Morning Note B. Riley AM Note: CTG, JCP, NTRI, OOMA, SQNS, TIVO, TRUE, WDFC, ZUMZ; Footwear (BOOT, COLM, DECK, RCKY, VFC, WEYS, WWW), Optical Components (CIEN, FN, FNSR, IIVI, LITE, NPTN, OCLR)
  • 01/05/17 Update Industry Update - LITE and FNSR: Our Top Optical Picks for 2017
  • 11/16/16 Morning Note B. Riley AM Note: AMC, COHU, DKS, EL, EVLV, FNJN, IMAX, KLIC, MAMS, SBH, UFAB, UTEK; Optical Components (FNSR, IIVI, LITE, VIAV)
  • 11/16/16 Update Industry Update: Optical Components - IIVI’s 3D Sensing TAM is the Largest in our Optical Coverage (FNSR, IIVI, LITE, VIAV)
  • 10/26/16 Morning Note B. Riley AM Note: ACLS, AKAM, AMAT, AMC, AVGO, CKEC, CL, COLM, CTG, DECK, DRAD, FNJN, FORM, IIVI (upgrade), INTC, LRCX, NWL, P, PG, PRGX, RCKY, RNWK, SLAB, SWKS, TUES, TXN, UA, VVI, WMAR
  • 10/26/16 Update IIVI ($25.95, Buy; $33.50 PT): Solid F1Q/F2Q Results/Outlook; Investing to Capitalize on 3D Sensing Opportunities; Raising Estimates and PT from $22.00 to $33.50; Upgrading from Neutral to 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 Industry Update - Optical Components: 3D Sensing Could be the Second Catalyst for Those with VCSEL Technology (AXTI, FNSR, IIVI, LITE)
  • 08/03/16 Morning Note B. Riley AM Note: ACLS, ARC, AVP, BLKB, CALD, CARB, FORM, GUID, HDSN, IDCC, IIVI, IMAX, KTOS, LOV, MEI, OCLR, PCTI, PRMW, RLH, RUBI, SHOO, SRI, SUP, TACT, TNAV, TREC
  • 08/03/16 Update IIVI ($21.33, Neutral; $22.00 PT): Solid F4Q Results; Optical Demand Remains Strong; Reducing FY17 EPS Estimate to Reflect Increasing R&D; Raising PT from $21.50 to $22.00; Maintain Neutral
  • 07/29/16 Update Industry Update: Optical Components - Analysis of INFN’s Mess; Earnings Previews of OCLR and IIVI (CIEN, FN, FNSR, IIVI, INFN, IPHI, LITE, NPTN, OCLR)
  • 07/29/16 Morning Note B. Riley AM Note: AVP, BC, BCOV, BRKS, CARB, CL, CLX, COHU, CSGP, DECK, DRAD, GOOGL, GPX, ISIL, KEM, KLAC, MCS, MRVL, NLS, NTCT, OUTR, PG, PRMW, RCKY, ROVI, RTEC, SQNS, STMP, TST, TYL, VVI, VSAT, WMAR; Internet and Optical Components Industry
  • 05/31/16 Update Industry Update - Optical Components: B. Riley Conference Highlights (AXTI, IIVI, IPHI, LITE, OCLR)
  • 04/27/16 Update IIVI ($23.14, Neutral; $21.50 PT): F3Q/F4Q Results/Outlook Above/Mixed; Optical Demand Remains Strong; Slightly Raising FY17 EPS Estimate and PT from $21.00 to $21.50; Maintain Neutral
  • 04/22/16 Update IIVI ($22.05, Neutral; $21.00 PT): Earnings Preview: N-T Risk in ANADIGICS Integration; Lowering EPS Estimates Slightly while Increasing PT from $20.50 to $21.00; Maintain Neutral
  • 04/22/16 Morning Note B. Riley AM Note: BHE, CHKE, CLS, FLWS, GOOGL, IIVI, IMAX, IPAR, JAKK, MXIM, ON, PG, PII, PLXS, RCKY, SKX, UA, UTEK; EMS (FLEX, SANM)
  • 03/28/16 Morning Note B. Riley AM Note: AMC, CKEC, FINL, HEAR, KTOS, OUTR, ROVI, SIX, TIVO; Optical Components (CIEN, FN, FNSR, GIG, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/28/16 Update B. Riley & Co. Industry Update - Optical Components: OFC Wrap (CIEN, FN, FNSR, GIG, IIVI, IPHI, LITE, NPTN, OCLR)
  • 01/27/16 Morning Note B. Riley AM Note: ACLS, ADI, CL, IIVI, IPAR, KLAC, KTCC, LRCX, NWL, OUTR, PG, PII, SIMO, SNDK, SWKS, TXN
  • 01/27/16 Update IIVI ($19.53, Neutral; $20.50 PT): F2Q Results Consistent with Preannouncement; F3Q Outlook Generally In Line; Raising EPS Estimates and PT from $19.00 to $20.50; Maintain Neutral Based on Valuation
  • 01/22/16 Update IIVI ($16.54, Neutral; $19.00 PT): Earnings Preview: Already Preannounced F2Q; Expect F3Q Guide to be In Line; Makes Two Acquisitions to Bolster the VCSEL Business; Maintain Neutral Based on Valuation
  • 01/22/16 Morning Note B. Riley AM Note: AVP, EGHT, IIVI, KTOS, MXIM, PLXS, UFAB
  • 10/28/15 Update IIVI ($17.77, Neutral; $19.00 PT): F1Q/F2Q Results/Outlook Above/Below Consensus; Slightly Lowering FY16 EPS Estimate while Raising PT from $18.25 to $19.00; Maintain Neutral due to Valuation
  • 10/28/15 Morning Note B. Riley AM Note: AAPL, AKAM, BC, CL, COLM, CTG, DECK, IIVI, KTCC, NWL, PRGX, RGC, RUBI, SHOO, SKX, VVI; The Weiser Consumer (IPAR, JAKK, KMB, MYL, PG, PRGO, TUP)
  • 10/22/15 Update IIVI ($16.80, Neutral; $18.25 PT): Earnings Preview: Expect F1Q/F2Q Results/Guide to be Generally In Line; Maintain Neutral
  • 10/22/15 Morning Note B. Riley AM Note: CTG, DLB, IIVI, IPAR, KLAC, LRCX, PII, RCKY, SKX, SNDK, TUP, TXN, TYL; Optical Components (FN, GIG, LITE, OCLR)
  • 08/21/15 Morning Note B. Riley AM Note: BBY, CONN, SSI; Industry Update: Optical Components (AFOP, CIEN, FNSR, IIVI, LITE, NPTN, OCLR)
  • 08/21/15 Update Industry Update - Optical Components (AFOP, CIEN, FNSR, IIVI, LITE, NPTN, OCLR): 2Q Earnings Season Wrap: Optical industry gets an “A-“; Favorable comps in 2H
  • 08/05/15 Morning Note Morning Notes: ACLS, BOOT, CLRO, CSOD, DRAD, DWA, ELNK, EMKR, EVOL, EXAR, HGG, IIVI, KLIC, LITE, NAME, NTCT, ODP, OSTK, PBH, PCOM, PCTI, PRMW, RDEN, RLD, STMP, TREC, TROX, UEIC, UNTD, VIAV, ZUMZ; The Weiser Consumer (AVP, CL, CLX, NTRI, NWL, PG, PRGO)
  • 08/05/15 Update IIVI ($17.03, Neutral; $18.25 PT): Mixed F4Q/F1Q Results/Guide; Lowering FY16 EPS Estimate and PT from $18.75 to $18.25; Maintain Neutral due to Valuation
  • 08/03/15 Morning Note B. Riley & Co. Morning Notes: BC, BOOT, CNK, CVU, EMKR, IIVI, LOV, NEWP, NWL, OCLR, ODP, PCTI, PG, PII, PRGO, PRMW, RNWK; August Focus List (CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI), Semiconductors (EXAR, MCHP, NVDA), Semis & Cap Eqp (ACLS, BRKS, IVAC, KLIC, RTEC)
  • 07/31/15 Update IIVI ($17.46, Neutral; $18.75 PT): Earnings Preview: Expect Generally In Line F4Q/F1Q Results/Guide Although Less Certain due to Macro Issues; Maintain Neutral
  • 04/29/15 Update IIVI ($19.20, Neutral; $18.75 PT): Solid F3Q/F4Q Results/Guide Despite FX Headwind; Raising Estimates and PT from $15.50 to $18.75; Maintain Neutral due to Valuation
  • 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
  • 04/27/15 Morning Note B. Riley & Co. Morning Notes: FLWS, IIVI, MRVL, OSTK, PG, PRGO, ROVI, SHOO, SIMO, TIVO, CinemaCon Recap, Media, Optical Components, Semiconductors & Capital Equipment
  • 04/27/15 Update IIVI ($18.74, Neutral; $15.50 PT): Earnings Preview: Expect Mixed F3Q/F4Q Results/Guide due to FX Headwind; Maintain Neutral
  • 04/27/15 Update B. Riley & Co. Industry Update - Optical Components
  • 04/20/15 Update IIVI ($18.74, Neutral; $15.50 PT): Earnings Preview: Expect Mixed F3Q/F4Q Results/Guide due to FX Headwind; Maintain Neutral
  • 04/14/15 Update Industry Update: Optical Components - 1Q Earnings Season Preview, Expect more of the same choppiness from 4Q
  • 03/30/15 Update Industry Update: Optical Components - OFC Wrap
  • 02/13/15 Morning Note B. Riley & Co. Morning Notes: AVP, CAMT, CIDM, EMKR, GRPN, GUID, KTOS, MAMS, MTSN, PCMI, RGC, TYPE, WWWW; Photonics (COHR, IIVI, NEWP)
  • 02/13/15 Update Industry Update - Highlights from Photonics West: NEWP steals the show with impressive products
  • 01/28/15 Morning Note B. Riley & Co. Morning Notes: AKAM, CL, IIVI, ISSI, JDSU, KTOS, OSTK, PG, PII, RNWK, SIMO, YHOO
  • 01/28/15 Update IIVI ($16.11, Neutral; $15.50 PT): Solid F2Q/F3Q Results/Guide; Raising Estimates and PT from $13.75 to $15.50; Maintain Neutral due to LT Growth Concerns
  • 01/27/15 Morning Note B. Riley & Co. Morning Notes: ATNY, IMAX, IPAR, MAT, SIMO, TUP, TXN; January Focus List (BC, EMKR, GME, GUID, ISIL, KTOS, NTRI, PRMW, RUBI), Marine (BC, HZO, MPX), Photonics (COHR, IIVI, NEWP)
  • 01/27/15 Update Industry Update - Photonics: 2015 Preview, Not expecting much improvement from 2014
  • 01/23/15 Update Industry Update - Optical Components: Expecting a mixed bag during 4Q earnings season
  • 01/23/15 Update IIVI ($13.89, Neutral; $13.75 PT): Earnings Preview: Expect F2Q/F3Q Results/Guide to be In Line; Maintain Neutral for Concerns on L-T Growth Prospects
  • 01/23/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AVP, DWA, EGHT, IIVI, KLAC, KLIC, KTOS, MXIM, NTCT, SWKS; Optical Components (AFOP, EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR)
  • 01/14/15 Morning Note B. Riley & Co. Morning Notes: AFOP, BRKS, DTSI, EGHT, FNSR, GME, IIVI, LLTC
  • 01/09/15 Update Industry Update - Optical Components: 2015 Preview, Expect anemic growth in 1H, but industry consolidation should make 2015 an interesting year
  • 11/18/14 Morning Note B. Riley & Co. Morning Notes: BBY, CVU, GME, MOVE, RUBI, SPLS; Optical Components (AFOP, EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 11/18/14 Update Industry Update: Optical Components - 3Q Wrap, 3Q to be the trough
  • 10/29/14 Morning Note B. Riley & Co. Morning Notes: AKAM, AMC, CSCD, DORM, EGHT, FORM, GRPN, GSM, HGG, IIVI, IMMR, IPAR, LGF, NILE, OPLK, PRGX, SWKS, UNTD
  • 10/29/14 Update IIVI ($13.42, Neutral; $13.75 PT): F1Q/F2Q Results/Guide Above/Below Consensus; Reducing FY15 Estimates and PT from $14.25 to $13.75; Maintain Neutral
  • 10/27/14 Update Industry Update: Optical Components - Mixed/Positive Optical Datapoints
  • 10/27/14 Morning Note B. Riley & Co. Morning Notes: ACW, CL, GIG, IIVI, PG, PRGX, REIS; Optical Components (EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 10/10/14 Morning Note B. Riley & Co. Morning Notes: EGHT, EVOL, IIVI, JOEZ, MCHP, PRGX, RLD, SNDK; Consumer Products (AVP, CL, CLX, COTY, RDEN, EL, IPAR, JAKK, KMB, MAT, NWL, NTRI, PRGO, PBH, PG, SBH, TUP, WDFC), Optical Components (AFOP, EMKR, FNSR, JDSU, NPTN, OCLR, OPLK)
  • 10/03/14 Update Industry Update - Optical Component: SDN’s Impact on the Optical Industry
  • 09/11/14 Update Industry Update - Optical Components: Will JDSU’s Split Trigger the Much-Needed Industry Consolidation?
  • 08/22/14 Morning Note B. Riley & Co. Morning Notes: ADI, GME, MRVL, SSI; Optical Component (AFOP, API, EMKR, FN, FNSR, GIG, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 08/22/14 Update Industry Update: Optical Components - 2Q Earnings Update: Deceleration of Growth Rates in the Optical Industry
  • 08/06/14 Update IIVI ($14.20, Neutral; $14.25 PT): F4Q/F1Q Result Above, but Guide Below Consensus; Reducing FY15 Estimates and PT from $15.00 to $14.25; Maintain Neutral
  • 08/06/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AOSL, CNK, CNVR, CSCD, ELNK, EVOL, GRPN, GUID, IEC, IIVI, LLNW, NCMI, NILE, ODP, PCOM, PG, PRMW, RLD, TROX, XOXO; Consumer Products Weekly
  • 07/25/14 Update Industry Update - Optical Components Week #1 Highlights and Lowlights
  • 07/15/14 Update Industry Update - Optical Components C2Q Earnings Preview: Expecting a Mixed Bag
  • 07/15/14 Morning Note B. Riley & Co. Morning Notes: EBAY, MSTR, SABA, UTEK; Optical Components (API, AFOP, EMKR, FN, FNSR, GIG, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 06/24/14 Update Industry Update - The Great Divide in the Optical Component Industry
  • 05/15/14 Update Industry Update - Optical Components 1Q Wrap: Still on Track for a 10%+ Growth in 2014
  • 05/02/14 Update IIVI ($14.56, Neutral; $15.00 PT): Still Some Moving Parts, but Making Progress; Tweaked Estimates and PT from $15.75 to $15.00; Maintain Neutral
  • 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
  • 04/29/14 Update IIVI ($14.62, Neutral; $15.75 PT): Earnings Preview: Already Lowered F3Q Revenue Forecast; F4Q Consensus Estimates Could be Too High; 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
  • 04/22/14 Update B. Riley & Co. Industry Update: Optical Components
  • 04/17/14 Update B. Riley & Co. Industry Update - Optical Components: Increased Conviction about the Optical Industry’s Growth Prospects in 2014
  • 03/18/14 Morning Note B. Riley & Co. Morning Notes: AFOP, IIVI, TIBX
  • 03/18/14 Update IIVI ($15.50, Neutral; $15.75 PT): Reduces Revenue Outlook for F3Q; Lowering Estimates and PT from $18.00 to $15.75; Maintain Neutral
  • 03/13/14 Update Industry Update - Optical Components - OFC Wrap: Strength in 100G and China
  • 03/11/14 Update Industry Update - Optical Components OFC Preview: Expect the spotlight to be on 100G and China
  • 01/29/14 Morning Note B. Riley & Co. Morning Notes: FORM, GPX, IIVI, ITI, P, PII, SIMO, YHOO
  • 01/29/14 Update IIVI ($15.87, Neutral; $18.00 PT): F2Q/F3Q Results/Guide Light Once Again; Lowering Estimates and PT from $19.25 to $18.00; Maintain Neutral
  • 01/24/14 Update IIVI ($16.71, Neutral; $19.25 PT): Earnings Preview: Expect In Line 2Q, but F3Q EPS Guide Could be Light; Focus Will be on Near-Term Integration Issues; Maintain Neutral