Oclaro, Inc.

Company Details:

Company Symbol: OCLR
Sector: Optical Components
Company Rating:
URL: http://www.oclaro.com/

Related Research

  • 10/06/17 Morning Note B. Riley AM Note: BRKS, RLH, STMP; Optical Components (ACIA, FN, FNSR, IPHI, LITE, OCLR, NPTN)
  • 10/06/17 Update Optical Components - China 100G Demand Could Double in 2018
  • 09/22/17 Morning Note B. Riley AM Note: CALD, CARS (initiation), CVNA (initiation), GOOGL, LITE, OCLR, TXN
  • 08/29/17 Morning Note B. Riley AM Note: AMSWA, CIEN, FNJN, FSNN, GSM; Internet (ABTL, TRUE), Optical Components (FNSR, LITE, OCLR)
  • 08/28/17 Morning Note B. Riley AM Note: MBUU (downgrade), OCLR, UEIC, VSAT, XCRA
  • 08/23/17 Morning Note B. Riley AM Note: BLKB, DSW (upgrade), FARM, GDDY, IDCC, KIRK, TIVO; Optical Components (ACIA, FNSR, INFN, LITE, NPTN, OCLR)
  • 08/23/17 Update Optical Components 2Q Recap: Still Waiting…Hoping…For a China Recovery
  • 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 OCLR ($9.13, Buy; $11.75 PT): Strong 100G QSFP28/ACO Drive Solid Results/Outlook Despite China Headwind; Reducing FY18 Estimates and PT from $12.00 to $11.75; Maintain Buy
  • 08/01/17 Update Optical Components - Earnings Previews: OCLR, EMKR, NPTN, ACIA, and INFN
  • 08/01/17 Morning Note B. Riley AM Note: CAMT, BLKB, DCO, GRPN, HSKA, IVAC, NSIT, RLH, ROG, RTEC, SIMO, TIVO, XOXO; Focus List Update (BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, PRMW, TRUE), Optical Components (ACIA, EMKR, INFN, NPTN, OCLR)
  • 07/14/17 Morning Note B. Riley AM Note: AMAT, AVGO, COHU, CSGP, INTC, KLAC, LRCX, NVDA, SWKS; Optical Components (ACIA, FNSR, INFN, LITE, NPTN, OCLR)
  • 07/14/17 Update Optical Components - Proceed With Caution Into 2Q Earnings Season as China Remains Weak
  • 05/18/17 Morning Note B. Riley AM Note: AEO, NCMI, OOMA, SRI; Optical Components (ACIA, IPHI, LITE, NPTN, OCLR)
  • 05/17/17 Update Industry Update: Optical Components - 2H Snapback Recovery Less Likely to Occur (ACIA, IPHI, LITE, NPTN, OCLR)
  • 05/03/17 Update OCLR ($8.19, Buy; $12.00 PT): Slowdown in China and CFP Transition to Impact F4Q; Reducing FY18 Estimates and PT from $15.50 to $12.00; Reiterate 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
  • 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 Industry Update - Optical Components: OFC Preview, Favor CIEN/3D Sensing Stocks as China Demand Wobbles (CIEN, FNSR, INFN, LITE, NPTN, OCLR)
  • 03/15/17 Morning Note B. Riley AM Note: ACLS, AMSWA, CLRO (resuming coverage), DRAD, DSW, FTD, IPAR, IVAC, NMRX, NPTN, OCLR, OSIS, PRGX, RELY, RUBI (downgrade)
  • 02/28/17 Desk Report B. Riley AM Note: AEO, AMC, CTSO, HEAR, ISIL (discontinuation), KTOS, MEI, MRVL, NTRI, PODD, SRI, STMP, SUP, TRUE; Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR), The Weiser Consumer (AVP, FLWS, JAKK, MAT, NWL, PBH)
  • 02/27/17 Update Industry Update: Optical Components Recap – Buy FNSR and LITE
  • 02/01/17 Morning Note B. Riley AM Note: AVGO, BOOT, CARB, EVLV, FLWS, INTC, NAME, NLST, NTCT, NVDA, OCLR, SWKS, TLYS, TNAV, TXN, UAA (downgrade), VIAV; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE)
  • 02/01/17 Update OCLR ($9.81, Buy; $15.50 PT): Strong 100G Leads to Another Beat-and-Raise Report; Increasing EPS Estimates While Maintaining PT of $15.50; Reiterate Buy
  • 01/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, BC, BOOT, DECK, FORM, GOOGL, HCHC, INTC, KEM, KLAC, LGF.A, LRCX, MPX, MRVL, MXIM, NTCT, OCLR, OSIS, PRMW, SENS, UAA; Consumer Products (EL, FLWS, IPAR, NWP, PBH, SBH)
  • 01/27/17 Update OCLR ($10.14, Buy; $15.50 PT): Earnings Preview: Driven by 100G Strength, Recently Raised F2Q Outlook; Expect F3Q Guide to be Above Consensus; Reiterate Buy
  • 01/19/17 Update OCLR ($8.13, Buy; $15.50 PT): Raises F2Q Outlook based on 100G Strength; Raising Estimates and PT from $13.50 to $15.50; Reiterate Buy
  • 01/19/17 Morning Note B. Riley AM Note: ADMP, ASML, BELFB (initiation), DMRC, EVLV, FNSR, HCHC, OCLR, RUBI; Consumer Products (CL, CLX, KMB, PG)
  • 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
  • 11/02/16 Morning Note B. Riley AM Note: ACLS, BLKB, CALD, CNK, DHX, DXCM, ELNK, GPX, HSKA, HZO, IPHI, IVAC, KEM, KTCC, KW, MBUU, OCLR, PRMW, RELY, RLH, RNWK, SANM, SHOO, TNAV, TNDM, TST, UEIC, VIAV
  • 11/02/16 Update OCLR ($7.34, Buy; $13.50 PT): Strong 100G Leads to Another Beat-and-Raise; Increasing Estimates and PT from $11.00 to $13.50; Reiterate Buy
  • 10/28/16 Morning Note B. Riley AM Note: AMAT, AVGO, BC, CL, COLM, COHU, CSGP, DECK, DHX, FLEX, FORM, GOOGL, HSKA, IDCC, KTOS, LITE, MCS, NLS, NTCT, OCLR, OSIS, PCTI, PFSW, PLXS, PRGX, PRMW, RGC, SIMO, SPCB, SRI, SQNS, TNAV, TST, TUES, TYL, VVI; The Weiser Consumer
  • 10/27/16 Update OCLR ($7.52, Buy; $11.00 PT): Earnings Preview: Expect 100G to Drive Another Beat-and-Raise; ZTE Demand Remains Strong; Reiterate Buy
  • 10/06/16 Morning Note B. Riley AM Note: GCO, KLAC (upgrade), OCLR, SMTC, TUBE (initiation), ZUMZ (upgrade); Exhibitors (AMC, CKEC, CNK, IMAX, LGF, MCS, NCMI, RDI, RGC)
  • 10/06/16 Update OCLR ($9.06, Buy; $11.00 PT): Optical Demand Remains Strong; Raising FY18 Estimates and PT from $8.00 to $11.00; Maintain Buy
  • 08/26/16 Update Industry Update: Optical Components - Before October Rally, Beware of September Volatility (CIEN, FN, FNSR, INFN, IPHI, LITE, NPTN, OCLR)
  • 08/26/16 Morning Note B. Riley AM Note: AMSWA, FLWS, GSM, HEAR, ISIL, MEI, MRVL, NKE (downgrade), ON, WWW, XCRA; Boardsport (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Internet (ABTL, TRUE), Optical Components (CIEN, FN, FNSR, INFN, IPHI, LITE, NPTN, OCLR)
  • 08/18/16 Update Industry Update: Optical Components (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 08/03/16 Update OCLR ($5.54, Buy; $8.00 PT): Robust 100G Leads to Strong Beat-and-Raise; Raising Estimates and PT from $7.50 to $8.00; Reiterate Buy
  • 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
  • 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 Morning Note B. Riley AM Note: DSW, GES, LGF, NPTN, SYRX, TLYS, VSAT; Optical Components (IPHI, LITE, OCLR)
  • 05/31/16 Update Industry Update - Optical Components: B. Riley Conference Highlights (AXTI, IIVI, IPHI, LITE, OCLR)
  • 05/20/16 Morning Note B. Riley AM Note: ACLS, AMAT, DKS, EGHT, FNJN, GSM, IVAC, JAKK, MRVL, REIS, SSI, XCRA; Optical Components (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/20/16 Update Industry Update - Optical Components: Negative Report from OTR Slams the Optical Group (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/16/16 Morning Note B. Riley AM Note: BOOT, DKS, FL, HIBB, LOV, OCLR, VSAT
  • 05/12/16 Morning Note B. Riley AM Note: EXAR, IPAR, JCP, KTCC, OCLR, RELY; Boardsport Review (DECK, NKE, VFC)
  • 05/12/16 Update OCLR ($4.87, Buy; $7.50 PT): Highlights from Management Conference Call; Growth Prospects Remain Compelling; Reiterate Buy with PT of $7.50
  • 05/09/16 Update Industry Update: Optical Components 1Q Earnings Season Week #2 Highlights (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 05/09/16 Morning Note B. Riley AM Note: AMRK, APPS, ARTX, CLRO, CROX, DCO, MFLX, NLS, NVDA, RDEN, REIS, STMP, VPG, WYY, YELP; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, RGC), Internet (DMD, NAME), Optical Components (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 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
  • 05/04/16 Morning Note B. Riley AM Note: ARC, BEBE, CALD, CBR, CNK, COTY, ELNK, HSKA, IL, MRVL, NTRI, OCLR, PRMW, ROG, RUBI, SPA, TNAV, TREC, VIAV, WWW; Focus List Update (ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI)
  • 05/04/16 Update OCLR ($5.12, buy; $7.50 PT): F3Q/F4Q Results/Outlook Above Consensus; Optical Cycle is On as 100Gig Increased 94% Y-o-Y; Raising Estimates and PT from $5.25 to $7.50; Reiterate Buy
  • 05/02/16 Update OCLR ($5.05, Buy; $5.25 PT): Earnings Preview: Preannounced F3Q; Expect F4Q Outlook to be Above Consensus; ACO to be a Major Catalyst in CY16; Reiterate Buy
  • 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)
  • 05/02/16 Update Industry Update: Optical Components - 1Q Earnings Season Week #1 Highlights (CIEN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 04/13/16 Update Industry Update - Optical Components: JNPR’s Negative Preannouncement and VZ’s Strike (CIEN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 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)
  • 03/18/16 Update Industry Update: Optical Components OFC Preview (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/18/16 Morning Note B. Riley AM Note: ACLS, GES, LRCX, NWL, SQNS, TLYS; Optical Components (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/09/16 Update Industry Update: Assessing ZTE’s Ban Effects on the Optical Industry (FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 03/09/16 Morning Note B. Riley AM Note: ABTL, ACLS, CKEC, CLRO, DKS, GCO, HIBB, MRVL, OCLR, PRMW, RUBI; The Weiser Consumer (COTY, NTRI, PBH, PG, RDEN)
  • 03/09/16 Update OCLR ($4.00, Buy; $5.25 PT): Lowers F3Q Revenue Outlook Due to ZTE Ban Effects; ZTE Situation Should be a Temporary Speed Bump; Lowering FY16/FY17 EPS Estimates while Maintaining PT of $5.25; Reiterate Buy
  • 02/22/16 Morning Note B. Riley AM Note: ARC, ARTX, CTG, DMRC, FORM, IMAX, ISIL, JAKK, TROX, VFC, XCRA; Consumer Products (FLWS, FTD, NTRI), February Focus List Update (NTRI), Optical Components (AFOP, FN, FNSR, LITE, NPTN, OCLR), The Weiser Consumer (JAKK, NWL, PG, PRGO)
  • 02/22/16 Update Industry Update: Wireless and Optical’s Yin and Yang Relationship (AFOP, FN, FNSR, LITE, NPTN, OCLR)
  • 02/03/16 Update OCLR ($3.67, Buy; $5.25 PT): F2Q/F3Q Results/Outlook Above Consensus; 100G Increased 21% Q-o-Q; Raising Estimates and PT from $4.00 to $5.25; Optical Cycle is On; Reiterate Buy
  • 02/03/16 Morning Note B. Riley AM Note: ACLS, BHE, BOOT, CLX, EL, EMKR, OCLR, ON, PBH, RDEN, RGC, RNWK, ROVI, SBH, TNAV, VIAV, VVI, YELP, YHOO; The Weiser Consumer (AVP, FLWS, IPAR, KMB, MAT, NWL, PG, TUP)
  • 01/28/16 Morning Note B. Riley AM Note: CLS, DLB, DMRC, FN, ISIL, LRCX, MPX, OCLR, SNDK, STMP, TUP, TXN; Internet (GOOGL, YHOO)
  • 01/27/16 Update OCLR ($3.40, Buy; $4.00 PT): Earnings Preview: Robust 100G to Drive In Line or Better F2Q/F3Q Results/Outlook; ACO to be a Major Catalyst in CY16; Reiterate Buy
  • 01/13/16 Update Industry Update: LITE and OCLR - Our Top Optical Picks for 2016 (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 01/13/16 Morning Note B. Riley AM Note: ACLS, COTY, DMRC, HEAR, IPAR, LOV, RCKY, RLD; 2016 Top Picks (ACLS, BV, FINL, GSM, HZO, IPAR, JBL, LITE, MESG, NAME, PRMW, ROVI, SYRX, VPG), Optical Components (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 12/17/15 Update Industry Update: Optical Components - Rising Demand Tightens Supply Chain
  • 12/17/15 Morning Note B. Riley AM Note: JBL, NTRI, P; Optical Components (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 12/08/15 Morning Note B. Riley AM Note: CIEN, EMKR, GIG, MRVL, OCLR, OUTR, PCMI
  • 11/04/15 Morning Note B. Riley AM Note: AEO, CALD, CROX, CSOD, DSW, DTSI, ELNK, FARM, FLWS, GRPN, GSM, LLNW, LOV, NPTN, OCLR, PCTI, RNWK, SRI, STMP, TACT, TREC, UEIC, UNTD, VPG, XOXO
  • 11/04/15 Update OCLR ($3.16, Buy; $4.00 PT): Compelling 100G Growth Prospects; Raising Estimates and PT from $2.50 to $4.00; Upgrading from Neutral to Buy
  • 11/02/15 Update OCLR ($2.93, Neutral; $2.50 PT): Earnings Preview: Already Raised F1Q Outlook; Expect F2Q Guide to be In Line; Focus will be on 100G Ramp
  • 11/02/15 Morning Note B. Riley AM Note: AVP, CL, CNK, COHR, CVU, DCO, DRAD, DWA, FTD, HZO, IDSY, LGF, LOV, NEWP, NLS, NTRI, NWL, OCLR, PCMI, RDEN, SRI, SUP, SWKS, SYRX, TREC, TYPE, UNTD, VPG, WMAR; November Focust List, Internet, Semiconductors & Semi. Cap. Equipment
  • 10/26/15 Update Industry Update: Optical Components - 3Q Earnings Season Week #1 Highlights
  • 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)
  • 10/05/15 Morning Note B. Riley AM Note: IPAR, JCP, MAT, SYRX; Optical Components (AFOP, CIEN, FN, GIG, LITE, NPTN, OCLR)
  • 10/04/15 Update Optical Components: 3Q Earnings Season Preview: Buy into October Rally
  • 09/14/15 Morning Note B. Riley & Co. AM Note: ARTX, COTY, FLWS, FTD, KTOS, MRVL, SPCB; Media & Entrtnmt (AMC, CKEC, CNK, IMAX, MCS, RLD, RGC); Optical Cmp (AFOP, CIEN, FN, FNSR, LITE, NPTN, OCLR); Mitch’s Brdspt (DECK, NKE, VFC); Mitch’s Shoe (COLM, CROX, DECK, RCKY, VFC, WWW)
  • 09/14/15 Update B. Riley & Co. Industry Update: Optical Components (AFOP, CIEN, FN, FNSR, LITE, NPTN, 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
  • 08/06/15 Morning Note Morning Notes: BRCM, CVU, DCO, FL, FTD, IEC, KTOS, LIOX, LOV, MRVL, NEWP, NILE, NPTN, OCLR, PCOM, PFSW, PRGO, RDNT, REMY, RLD, RNWK, SUP, TROX, ZUMZ
  • 08/05/15 Update OCLR ($2.38, Neutral; $2.50 PT): 100G Strength More than Offsets 40G Decay; Impressive GM Expansion; Increasing Estimates and PT from $1.70 to $2.50; Maintain Neutral
  • 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 OCLR ($2.30, Neutral; $1.70 PT): Earnings Preview: Expect Mixed F4Q/F1Q Results/Outlook; Focus will be on 100G Ramp, Margin Expansion and Cash Usage; Maintain Neutral
  • 07/27/15 Morning Note B. Riley & Co. Morning Notes: DHX, IPAR, ISSI, LGF, PRGX, RNWK, RUBI, SIMO, VFC, YELP; Optical Components (AFOP, CIEN, FN, FNSR, JDSU, NPTN, OCLR), The Weiser Consumer (IPAR, JAKK, KMB, NTRI, PRGO, RDEN, TUP)