Analyst Upgrades: eBay Inc, Himax Technologies, Inc., and Ambarella Inc

Analysts upwardly revised their ratings and price targets on eBay Inc (EBAY), Himax Technologies, Inc. (ADR) (HIMX), and Ambarella Inc (AMBA)

Sep 29, 2016 at 10:05 AM
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Analysts are weighing in on online retailer eBay Inc (NASDAQ:EBAY), semiconductor stock Himax Technologies, Inc. (ADR) (NASDAQ:HIMX), and GoPro Inc (NASDAQ:GPRO) supplier Ambarella Inc (NASDAQ:AMBA). Here's a quick roundup of today's bullish brokerage notes on EBAY, HIMX, and AMBA.

  • EBAY is up 3.9% at $33.08 -- and fresh of a new all-time high of $33.19 -- after Deutsche Bank upgraded the stock to "buy" from "hold," and increased its price target to $40 from $30. Shares of eBay Inc have rallied more than 35% year-over-year, but the brokerage bunch has largely been skeptical. Going into today's session, 16 out of 23 analysts gave the stock a "hold" or worse rating, suggesting further upgrades could be ahead. There's plenty of room for bearish options bets to unwind, too, which could give EBAY an extra boost. The equity's Schaeffer's put/call open interest ratio (SOIR) of 2.07 shows puts more than double calls among options set to expire in three months or less. What's more, this reading sits in the 97th percentile of its 12-month range. 

  • Roth Capital initiated coverage on HIMX with a "buy" rating and a $10 price target, after the company reiterated its third-quarter guidance and second-half business outlook. As a result, the stock is up 1.8% to $8.45. This upbeat outlook runs counter to a brokerage note Himax Technologies, Inc. received earlier this week, which sent the shares sharply lower -- and back into single-digit territory. Meanwhile, pessimism among options traders is at an extreme. The stock's 10-day put/call volume ratio of 1.76 at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) is seated at an annual high.

  • AMBA is up 0.2% at $68.88, thanks to a fresh "buy" rating and an $80 price target from Roth Capital. The shares have been steadily climbing since mid-May, and appear to have found an ally in their rising 40-day moving average, which caught the stock's two recent pullbacks. Nevertheless, there's still plenty of skepticism to be found. Although short interest has continued to retreat -- dropping nearly 9% during the most recent reporting period -- these bearish bets still represent more than 20% of Ambarella Inc's total float, or 6.4 times the stock's average daily pace of trading.
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