II-VI Incorporated

Company Details:

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

Related Research

  • 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
  • 09/12/14 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
  • 01/24/14 Morning Note B. Riley & Co. Morning Notes: ANGI, BCOV, EBAY, GOOG, IIVI, KLAC, MXIM, NTCT, QSII, YHOO
  • 01/10/14 Update B. Riley & Co. Industry Update - Optical Components - 2014 Preview: After a Solid 2013, Expect 2014 to be Even Better
  • 12/17/13 Update B. Riley & Co. Industry Update: Optical Components - Solid 2013; A Slight Pause in the Optical Industry Represents a Buying Opportunity; Initiating Coverage of FN, GIG and NPTN
  • 12/12/13 Update IIVI ($16.30, Neutral; $19.25 PT): F2Q Sales Appear to be on Track; Lowering Estimates and PT from $21.00 to $19.25; Maintain Neutral
  • 12/12/13 Morning Note B. Riley & Co. Morning Notes: AFOP, CWTR, GLUU, IIVI, RLD, TWX, UNTD, YELP
  • 10/30/13 Update IIVI ($18.18, Neutral; $21.00 PT): Business Slowed Down in Late 1Q, Resulting in Soft 2Q Guidance; Raising PT from $20 to $21; Maintain Neutral
  • 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
  • 10/25/13 Update IIVI ($18.90, Neutral; $20.00 PT): Earnings Preview: Expect In Line 1Q; Faces Near-Term Integration Challenges; Maintain Neutral
  • 10/25/13 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BC, BCOV, BJRI, CSGP, DAVE, DCO, EGHT, IIVI, IMAX, IPAR, ITI, KLAC, MDSO, MXIM, OUTR, RGC, QSII, SIMO, SLAB, TUP, TYL
  • 09/24/13 Update IIVI ($18.48, Neutral; $20.00 PT): Strengthens Its Optical Business By Acquiring OCLR’s Zurich Asset; Raising PT to $20.00 from $17.50; Maintaining “Neutral”
  • 09/24/13 Morning Note B. Riley & Co. Morning Notes: Consumer Products (COTY, EL, OR-Paris, PRGO, RDEN), GWAY, IIVI, MRVL, MXIM, ROVI
  • 08/02/13 Update IIVI ($17.70, Neutral; $17.50 PT): Optical Powers Sequential Sales Growth; Maintaining FY14 EPS Estimate and Raising PT to $17.50 from $16.00; Maintain “Neutral”
  • 08/02/13 Morning Note B. Riley & Co. Morning Notes: ABTL, ACCL, ANSS, BIRT, CALD, CBS, CCO, DRCO, ELNK, GPX, GUID, HGG, IIVI, KONA, MOVE, NCMI, OMCL, ONNN, PPC, REIS, SBH, SHOO, SNAK, SNDK, VCLK, WWWW