Microchip Technology Inc.

Company Details:

Company Symbol: MCHP
Sector: Semiconductors
Company Rating:
URL: http://www.microchip.com

Related Research

  • 09/06/17 Morning Note B. Riley AM Note: FNSR, GDDY, MCHP, MXIM, RDI, RUBI, ZUMZ
  • 09/05/17 Update Semiconductor Silicon Valley Tech Tour Review: INTC, MCHP, MRVL, NVDA, and SWKS
  • 09/05/17 Morning Note B. Riley AM Note: BV, CDZI, NLS, NLST (discontinuation), XCRA (discontinuation); Semiconductors (INTC, MCHP, MRVL, NVDA, SWKS), Semi. Cap. Equipment (AMAT, KLAC)
  • 08/04/17 Update MCHP ($81.50, Buy; $120.00 PT): Strong Beat+Raise Plus Compelling New Long Term Growth Target; PT Is $120.00, Buy
  • 08/04/17 Morning Note B. Riley AM Note: ABTL, ACIA, ACLS, AIRG (transition), CALD, CAMT, CARB, CSOD, DCO, EMKR, IDSY, III, IMMR, INFN, ITI, LFGR, MCHP, NPTN, PCOM, PCTI, PFSW, RLH, TACT, TIVO, TNAV, TREC, UEIC, VERI (transition), WEB, YELP
  • 07/31/17 Update Semiconductor Week #3 Preview: MCHP, ON And SQNS
  • 07/31/17 Morning Note B. Riley AM Note: AMC, CNK, DRAD, IDSY, IMMR, PRGX, ROG, TNAV, TYPE, UEIC; Internet (ABTL, GRPN, LFGR, WEB, YELP), Semiconductors (MCHP, ON, SQNS), Semi. Cap. Equipment (ACLS, BRKS, CAMT, FORM, KLIC, RTEC)
  • 07/13/17 Morning Note B. Riley AM Note: AMAT, AOSL, FORM, FSNN, HCHC, INTC, KLIC, MCHP, MRVL, NVDA, ON, RGC, SANW, SMTC, SWKS
  • 06/12/17 Morning Note B. Riley AM Note: BRKS, CHKE, DCO, DHX.B, KTOS, MPAA, ON; Semi. Cap. Equipment & Semiconductors (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 06/12/17 Update Industry Update - Semiconductors And Semiconductor Capital Equipment: Further Profit Taking Could Follow Steep SOX Pull-Back, But Some Attractive Entry Opportunities Already Exist (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 06/06/17 Morning Note B. Riley AM Note: AKAM, MCHP
  • 06/06/17 Update MCHP ($85.00, Buy; $115.00 PT): Guides Up Intra-Quarter Signaling Supply Tightness Is Navigable; PT To $115.00, Buy
  • 05/10/17 Morning Note B. Riley AM Note: ACIA, ARTX, AUXO, CAMT, CVRS, CVU, CYTX, EKSO, FARM, HEAR, III, IVAC, JCP, MCHP, NAME, NMRX, NVDA, NVTR, PCTI, PRMW, REIS, TRUE, TST, VPG, XOXO, YELP; Boardsport (DECK, NKE, VFC)
  • 05/10/17 Update MCHP ($80.25, Buy; $100.00 PT): Strong Beat/Raise And Compelling Target Margin Boost; PT To $100.00 As Ests Rise; Buy
  • 05/08/17 Update MCHP ($75.17, Buy; $90.00 PT): Expecting Robust Execution With Business Looking Deal-Ready; Buy, PT Is $90.00
  • 05/08/17 Morning Note B. Riley AM Note: ACIA, AUXO, CAMT, DORM, FARM, FSNN, III, MBUU, MCHP, NCMI, NMRX, NPTN, NVDA, PCTI, PRMW, RELY, SRI, VPG; Footwear (COLM, CROX, DECK, RCKY, VFC, WEYS, WWW), Internet (NAME, P, TRUE, XOXO, YELP)
  • 04/25/17 Morning Note B. Riley AM Note: COLM, DLB, DMRC, LLNW, SUP, UAA, VFC; Marine (BC, HZO, MBUU, MCFT, MPX, WMAR), Semiconductors (ADI, EXAR, INTC, MCHP, MRVL, MXIM, NLST, ON, SLAB, SMTC, SQNS, TXN)
  • 04/05/17 Update Industry Update - Semiconductors: Summarizing 1Q17’s Fundamental and Stock Backdrop As Preview Season Approaches (MCHP, MRVL, ON, SMTC, SWKS)
  • 04/05/17 Morning Note B. Riley AM Note: ACIA (initiation), AUXO, GDDY, YELP; Semiconductors (MCHP, MRVL, ON, SMTC, SWKS)
  • 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)
  • 03/01/17 Morning Note B. Riley AM Note: ACLS, AMC, BV, DXCM, GPX, HSKA, LIOX (discontinuation), MCHP, NAME, OOMA, PRGX, RLH, SHOO, XOXO
  • 02/16/17 Update MCHP ($71.90, Buy; $90.00 PT): Debt Transaction Accretive To F18 PF EPS, Confounding Dilution Fears; PT Remains $90.00
  • 02/16/17 Morning Note B. Riley AM Note: ADI, AMAT, CFMS, CYTX, GDDY, GRPN, MAMS, MCHP, SONS, TIVO
  • 02/10/17 Morning Note B. Riley AM Note: APPS, BLKB, CARB, COLM, COTY, INFN, INTC, ITI, MAMS, MCFT, MCHP, MPAA, NVDA, P, RGC, SKX, SONS, TIVO, TYL, VSAT, WEB, YELP; Software (CSOD, GUID, TYPE)
  • 02/08/17 Morning Note B. Riley AM Note: AKAM, CALD, COTY, DHX, EMKR, EVLV, FARM, IMMR, IPHI, LITE, MCHP, SKX; The Weiser Consumer (EL, FLWS, FTD, MAT, NWL, PBH, TUP)
  • 02/08/17 Update MCHP ($76.00, Buy; $90.00 PT): Beats And Raise On Strong Atmel Integration, Robust Core MCHP Execution; PT To $90.00
  • 02/06/17 Update Industry Update: Semiconductors Week #4 Preview: MCHP, AOSL, NVDA, And ON, Plus INTC A-Day And TXN Cap Mgt
  • 02/06/17 Morning Note B. Riley AM Note: AVGO, CLX, IPHI, KIRK, SBH, SWKS, TUES, VSAT; Internet (AKAM, APPS, LLNW, P, WEB, YELP), Semiconductors (AOSL, INTC, MCHP, NVDA, ON, TXN), Semi. Cap. Equipment (CAMT, FORM)
  • 12/02/16 Update Industry Update - Semiconductors & Semi. Cap. Equipment: Unusual SOX Pullback Creates An Unusually Attractive AMAT and MCHP Entry Oppty
  • 12/02/16 Morning Note B. Riley AM Note: AMSWA, AVGO, GPX, III, XCRA, ZUMZ; Semiconductors & Semi. Cap. Equipment (AMAT, MCHP)
  • 12/01/16 Morning Note B. Riley AM Note: AEO, BV, GES, IVAC, MCHP, MRVL, SANM, SMTC, TLYS, TYPE; December Focus List (BV, DKS, FLEX, GSM, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE)
  • 11/30/16 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, CLX, FORM, GDDY, LRCX, MCHP, OOMA, SWKS, TUP
  • 11/08/16 Morning Note B. Riley AM Note: AMC, AMRK, BOOT, CALD, CAMT, CKEC, CTSO, DMD, DTSI, ELNK, FARM, FC, FN, FTD, HCHC, IPAR, MCHP, NCMI, NMRX, NVRO, ON, PFSW, RTEC, SPA; Internet (APPS, DMD, NAME, TUBE)
  • 11/08/16 Update MCHP ($62.23, Buy; $78.00 PT): Beat+Raise As ATML Integration And Core Business Execution Exceeds Ests; PT To $78.0
  • 10/31/16 Update Industry Update - Semiconductor Week #3 Results Preview: Expectations For EXAR, AOSL, SWKS, ON, MCHP
  • 10/11/16 Morning Note B. Riley AM Note: AMC, CKEC, PRMW; Semiconductors & Semi. Cap. Equipment (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/11/16 Update Industry Update: Semiconductors & Semi. Cap. Equipment - After A Positive Turn In 3Q16 Fundamentals, Classic Cyclical Indicators Could Help In 4Q16 (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 09/27/16 Update Industry Update - Semiconductors: Late-3Q Check-In On Tech Supply Chain Inventory And Other Fundamental Data Points (AVGO, ISIL, MCHP, MRVL, ON, SMTC, SWKS)
  • 09/27/16 Morning Note B. Riley AM Note: HEAR, KE, P, Medical Technology Initiations (DXCM, PODD, SENS, TNDM, VLRX), Semiconductors (AVGO, ISIL, MCHP, MRVL, ON, SMTC, SWKS)
  • 09/08/16 Morning Note B. Riley AM Note: BV, CLS, FLEX, IMMR, INTC, MBUU, MCHP, MRVL, RNWK, SANM, SPA, TIVO
  • 09/07/16 Morning Note B. Riley AM Note: CHKE, IDCC, MCHP, MRVL, NSSC, NTRI, NWL, P, SPA, VNCE, ZUMZ
  • 09/01/16 Morning Note B. Riley AM Note: AMRK, APPS, FLEX, LLNW, OXM, PBH, SMTC; Semiconductors and Capital Equipment (AMAT, INTC, ISIL, FORM, LRCX, MCHP, NVDA, SWKS), Focus List Update (ABTL, BV, DKS, JCP, KTOS, LITE, MEI, MRVL, PBH, ROVI, TACT, TNAV, VVI)
  • 09/01/16 Update Industry Update: Semiconductors And Capital Equipment - Takeaways From RILY’s Eighth Annual Tech Tour (AMAT, INTC, ISIL, FORM, MCHP, NVDA, SWKS)
  • 08/09/16 Morning Note B. Riley AM Note: AOSL, ARTX, DTSI, ELNK, FNJN, HEAR, III, IPHI, MCHP, NCMI, NPTN, ON, OSIS, PFSW, ROG, STMP, SYRX, WYY; Footwear (CROX, DECK, RCKY, VFC, WEYS, WWW)
  • 08/09/16 Update MCHP ($59.00, Buy; $74.00 PT): Solid Beat/Raise With Stellar ATML Integration Execution. Increase Ests And PT To $74.0
  • 08/01/16 Morning Note B. Riley AM Note: ARC, COLM, DCO, DTSI, HDSN, HSKA, IDSY, IL, LGF, NMRX, NWL, REIS, SHOO (downgrade), TNAV, TROX, WEYS (downgrade); Semiconductors (EXAR, ON, MCHP), Semi. Cap. Equipment (ACLS, FORM, KLIC), Software (BLKB, CALD, CSOD, GUID)
  • 08/01/16 Update Industry Update: Semiconductor Week #3 Results Preview For EXAR, ON, And MCHP
  • 06/27/16 Update Industry Update - Semi’s And Cap Equipment: Beyond Brexit, Framing Trough And Recovery Parameters (AVGO, MRVL, MXIM, NVDA, SWKS, TXN)
  • 05/05/16 Morning Note B. Riley AM Note: ACW, AOSL, CLX, CSOD, DTSI, EL, EMKR, GDDY, HDSN, III, KE, KLIC, KTOS, LITE, MBUU, MCHP, NCMI, NSSC, OCLR, PCOM, PFSW, SPA, SRI, TACT, TST, VSAT, WEYS, XOXO, ZUMZ
  • 05/05/16 Update MCHP ($48.42, Buy; $62.50 PT): F4Q Slightly Better; Outlook Includes Atmel With Accretion Tgts Reiterated. PT To $62.50
  • 05/02/16 Update Industry Update: Semi Week #3 Results Preview (AOSL, MCHP, ON)
  • 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)
  • 04/05/16 Update MCHP ($48.38, Buy; $61.50 PT): ATML Deal Closes, Adds $0.25 To F17 Ests, But 3x That Probable By F19. Add To MCHP
  • 04/05/16 Morning Note B. Riley AM Note: CSCD, DWA, FORM, GIG, MCHP
  • 04/04/16 Morning Note B. Riley AM Note: INTC, MCHP, ROVI, SMTC; Exhibitors (AMC, CKEC, CNK, MCS, RGC), The Weiser Consumer (AVP, CL, PG, TUP)
  • 03/16/16 Update Industry Update: Semi Check-In - Inventory Benign; Taiwan Feb Sls Pos For Comms But Negative For PC’s (AOSL, ADI, AVGO, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN)
  • 03/15/16 Morning Note B. Riley AM Note: APPS, ARTX, AVP, DCO, FLWS, GES, IPAR, MCHP, OUTR, PFSW, RDNT, RELY, RUBI
  • 02/04/16 Update MCHP ($42.32, Buy; $61.50 PT): A Solid EPS Print + Guide With A +20% Micrel Accretion Boost Auguring Well For ATML
  • 02/04/16 Morning Note B. Riley AM Note: AOSL, ARTX, BRKS, DHX, EXAR, FARM, GIG, IVAC, KLIC, KTOS, MCHP, SLAB, SPA, STMP, SUP, ZUMZ
  • 02/01/16 Update Industry Update - Semi Week #4 Results Preview: Better Than Feared Results And Outlooks Likely To Persist With SLAB, EXAR, MCHP, AOSL, And ON
  • 02/01/16 Morning Note B. Riley AM Note: CL, DHX, DWA, NWL, SIMO, TNAV, TUES; Semiconductors (AOSL, EXAR, MCHP, SLAB), Semi. Cap. Equipment (ACLS, BRKS, IVAC, KLIC, RTEC, UTEK)
  • 01/25/16 Update Industry Update: Semi Week #3 Results Preview - After Last Week’s Better Than Feared Results Provided Fuel For A SOX Bounce, Mid And Large Cap BRCM, ISIL, TXN, SNDK, and SWKS Are On Tap
  • 01/25/16 Morning Note B. Riley AM Note: CKEC, IPAR, KLAC, LRCX, PG, PII, TUP; Focus List Update (CHKE, DMRC, EMKR, FLWS, GUID, IMAX, ISIL, KTOS, MMW, RUBI), Consumer Products (FLWS, FTD, NTRI), Semiconductors (BRCM, INTC, ISIL, LLTC, MCHP, MXIM, SNDK, SWKS, TXN)
  • 01/20/16 Morning Note B. Riley AM Note: EGHT, JCP, LLTC, MCHP; Consumer Products (AVP, CLX, EL, FLWS, RDEN, SBH, TUP), Recreational Marine (BC, HZO, MPX, WMAR)
  • 01/20/16 Update MCHP ($41.70, Buy; $61.50 PT): ATML Accretion Exceeds RILY Expectations; Updated F3Q Guide Helps Lift PT To $61.50
  • 01/14/16 Morning Note B. Riley AM Note: FC, MCHP, MFLX, YELP; The Weiser Consumer (AVP, COTY, EL, IPAR, PG, PRGO, RDEN, WDFC), Retail Apparel (AEO, GES, JCP, SHOO, SSI, TLYS)
  • 01/14/16 Update MCHP ($41.31, Buy; $60.00 PT): Confirms Superior ATML Offer; We Believe Synergies Will Be Substantial
  • 01/11/16 Morning Note B. Riley AM Note: AEO, HZO, MFLX, VSAT; Media & Entertainment (DLB, DTSI, RNWK, ROVI, TIVO), Retail Apparel (COLM, UA, VFC, WWW), Semiconductors & Semi. Cap. Equipment (ADI, BRCM, INTC, ISIL, LLTC, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN)
  • 12/28/15 Update Industry Update: Semi And Cap Eqp - FCF Analysis Suggests Another Intense Year Of M&A In C16
  • 12/16/15 Morning Note B. Riley AM Note: AMC, BCOV, BLKB, IMAX, MCHP, MESG, SWKS, VPG, YELP; The Weiser Consumer (AVP, CL, CLX, KMB, MAT, NWL, PG)
  • 12/07/15 Update B. Riley & Co. Industry Update: Semiconductors & Semi. Cap. Equipment - Assessing C16 Estimates And EPS Revision Trends
  • 12/02/15 Morning Note B. Riley AM Note: MAT, MCHP, NWL, SPCB; The Weiser Consumer (AZN, HAS, MAT, PBH, PRGO, RDEN, SBH, TGT, UN, WMT)
  • 11/30/15 Morning Note B. Riley AM Note: RLD, TREC; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, COHU, INTC, ISIL, LRCX, MCHP, NVDA, ON, SMTC, SLAB, SWKS)
  • 11/30/15 Update Industry Update: Semis And Cap Equipment - Assessing Inventory Amidst The Holiday Selling Season
  • 11/16/15 Update Industry Update - Semiconductors & Semi Cap Equipment: Summarizing Changes In Stock Conviction
  • 11/05/15 Morning Note B. Riley AM Note: ACLS, AVP, COHR, CVU, DCO, FC, FL, FTD, GUID, HZO, IDSY, KW, LIOX, MCHP, NEWP, NSSC, PCOM, RDNT, SUP, SYRX, TLYS, TROX, TST, WYY, ZUMZ
  • 11/05/15 Update MCHP ($48.99, Buy; $60.00 PT): Strong Execution, W/ High Deal Potential; PT To $60.0, Upgrade To Buy
  • 11/02/15 Update Industry Update - Semiconductor Week #4 Results Preview: AOSL, EXAR, MCHP, NVDA, And SWKS
  • 10/07/15 Update Industry Update – Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 10/07/15 Morning Note B. Riley & Co. AM Note: CKEC, SIMO, SWKS, SYRX; Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 09/29/15 Update Semiconductors & Semi. Cap. Equipment: Scenario Analysis For 2016 As 3Q15 Ends On A Soft Note
  • 09/29/15 Morning Note B. Riley AM Note: CAMP, ELNK, MWW, NLS, RLD, ROVI; Internet (BCOV, DMD, GOOGL, LLNW, NAME, XOXO), Semiconductors (AOSL, ADI, BRCM, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN), The Weiser Consumer (FLWS, FTD, PRGO)
  • 08/04/15 Update MCHP ($42.79; Neutral; $48.00 PT): MCRL Now In The Mix, But Estimates Decline As Orders Slow; PT To $48.0
  • 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)
  • 08/03/15 Update B. Riley & Co. Industry Update: Semiconductors Week 4 Earnings Preview (EXAR, MCHP, NVDA)
  • 07/08/15 Desk Report B. Riley & Co. Morning Notes: ATNY, INTC, ROVI, SIMO; Mediatek June Sales (ISIL, MXIM, ON, SMTC, SWKS), Semi + Cap Eqp Quick Take (MCHP, SWKS)
  • 05/08/15 Update MCHP ($47.41, Neutral; $51.00 PT): Order Weakness Exists, But Doesn’t Deter MCRL Purchase; PT Is $51
  • 05/04/15 Update Industry Update - Semi+Semi Cap Week #4 Preview: IVAC, KLIC, ACLS, AOSL, MCHP, And NVDA
  • 03/05/15 Update Industry Update - Semi And Cap Equipment Sector Update: Revisiting C15 SOX Outlook And Re-Affirming +15% YY Forecast With Key Underlying Drivers Surprisingly Favorable
  • 02/02/15 Morning Note B. Riley & Co. Morning Notes: MAT, NWL, PLNR, Focus List Update, Semiconductors & Semi. Cap. Equipment (AOSL, BRCM, BRKS, EXAR, ISSI, ISIL, LRCX, MCHP, ONNN, SLAB, TXN), Semi. Cap. Equipment (ACLS, MTSN, RTEC, UTEK)
  • 02/02/15 Update Industry Update - Semi+Semi Cap Week #4 Preview: AOSL, SLAB, TXN (Cap Mgt), EXAR, BRKS, ONNN
  • 01/30/15 Morning Note B. Riley & Co. Morning Notes: AMZN, ATNY, BRCM, CL, COHR, DECK, GOOGL, GRPN, HGG, JDSU, MCHP, OSTK, PCCC, PRMW, RNWK; Semiconductors & Semi. Cap. Equipment
  • 01/30/15 Update MCHP ($45.85, Neutral; $51.00 PT): Correction Sidestepped, Focus Is Getting Back On Track; PT To $51.0
  • 01/26/15 Update Industry Update - Semi+Semi Cap Week #3 Preview: TXN, ISSI, ISIL, LRCX, BRCM, And MCHP On Tap
  • 01/12/15 Morning Note B. Riley & Co. Morning Notes: IMAX, NTRI, SHOO, VNCE, VOXX; CES Notes (EGHT, ELNK, GTRQ, IMMR, SIMO, SWIR, VSAT), Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC)
  • 01/12/15 Update Industry Update: Semi And Cap Eqp C15 Outlook - Expect A 15% SOX Gain, With Bumps Along The Way
  • 12/16/14 Update Industry Update: Semis And Cap Eqp - View From Asia Corroborates Seasonal Chip Order Activity
  • 12/08/14 Update Industry Update: Semi+Semi Caps - Fundamental And Excess Cash Action More Nice Than Naughty
  • 12/03/14 Morning Note B. Riley & Co. Morning Notes: BV, MAMS, MCHP, SNDK, TUP, VNCE; Consumer Products Weekly (AVP, EL, FTD, JAKK, MAT, NWL, PG, SBH, TUP, WDFC)
  • 11/02/14 Update Industry Update: Semi+Semi Cap Eye On Earnings - Post Downturn Re-Focus On C15’s Co-Specifics