Fairpointe Capital Raised Bunge LTD (BG) Holding; Menora Mivtachim Holdings LTD Trimmed Its Applied Matls (AMAT) Stake

August 12, 2018 - By Jason Dias

Applied Materials, Inc. (NASDAQ:AMAT) Logo

Menora Mivtachim Holdings Ltd decreased Applied Matls Inc (AMAT) stake by 23.61% reported in 2018Q1 SEC filing. Menora Mivtachim Holdings Ltd sold 125,000 shares as Applied Matls Inc (AMAT)’s stock declined 13.54%. The Menora Mivtachim Holdings Ltd holds 404,410 shares with $22.49M value, down from 529,410 last quarter. Applied Matls Inc now has $48.52 billion valuation. The stock decreased 2.10% or $1.03 during the last trading session, reaching $48.13. About 7.36M shares traded. Applied Materials, Inc. (NASDAQ:AMAT) has risen 12.95% since August 12, 2017 and is uptrending. It has outperformed by 0.38% the S&P500. Some Historical AMAT News: 14/05/2018 – APPLIED MATERIALS INC AMAT.O : CITIGROUP RAISES TARGET PRICE TO $78 FROM $70; 17/05/2018 – Applied Materials Predicts Sales Short of Rally’s Expectations; 07/03/2018 Applied Materials Receives Intel’s Preferred Quality Supplier Award; 17/05/2018 – APPLIED MATERIALS CEO SPEAKING ON CONFERENCE CALL; 26/04/2018 – APPLIED MATERIALS INC CEO LISA SU SAYS BLOCKCHAIN IS A GOOD TECHNOLOGY BUT IS A DISTRACTION IN THE SHORT TERM – CNBC; 26/04/2018 – ADVISORY-Alert on Applied Materials CEO commenting on blockchain technology withdrawn; 11/05/2018 – Sentry Investments Adds Applied Materials, Exits Sensata: 13F; 16/05/2018 – Applied Materials at AllianceBernstein Conference May 30; 15/05/2018 – APPALOOSA ADDED LRCX, WFC, UBS, AMAT, KNX IN 1Q: 13F; 17/04/2018 – West Coast Financial Adds Applied Materials: 13F

Fairpointe Capital Llc increased Bunge Ltd. (BG) stake by 10.18% reported in 2018Q1 SEC filing. Fairpointe Capital Llc acquired 135,914 shares as Bunge Ltd. (BG)’s stock declined 7.94%. The Fairpointe Capital Llc holds 1.47 million shares with $108.75 million value, up from 1.33 million last quarter. Bunge Ltd. now has $8.94B valuation. The stock decreased 2.76% or $1.8 during the last trading session, reaching $63.39. About 1.81 million shares traded or 34.52% up from the average. Bunge Limited (NYSE:BG) has declined 15.96% since August 12, 2017 and is downtrending. It has underperformed by 28.53% the S&P500. Some Historical BG News: 05/03/2018 – Continental Grain reveals stake in Bunge; 15/05/2018 – BUNGE LTD – FOLLOWING EXECUTION OF IPO, BUNGE WOULD BE MAJORITY SHAREHOLDER; 19/04/2018 – DJ Bunge Limited, Inst Holders, 1Q 2018 (BG); 19/03/2018 – BUNGE CEO: `WELL AWARE’ OF RESPONSIBILITY TO MAXIMIZE VALUE; 19/03/2018 – Bunge Canada: Closing Canola Prices – Mar 19; 02/05/2018 – Bunge Sees 2018 Capital Expenditures About $700M; 06/03/2018 – Bunge Canada: Closing Canola Prices – Mar 6; 04/04/2018 – Bunge Canada: Closing Canola Prices – Apr 4; 02/05/2018 – BUNGE 1Q ADJ LOSS/SHR CONT OPS 6.0C, EST. LOSS/SHR 18.4C; 02/05/2018 – Bunge 1Q Loss/Shr 21c

Analysts await Applied Materials, Inc. (NASDAQ:AMAT) to report earnings on August, 16. They expect $1.16 EPS, up 34.88% or $0.30 from last year’s $0.86 per share. AMAT’s profit will be $1.17B for 10.37 P/E if the $1.16 EPS becomes a reality. After $1.22 actual EPS reported by Applied Materials, Inc. for the previous quarter, Wall Street now forecasts -4.92% negative EPS growth.

More notable recent Applied Materials, Inc. (NASDAQ:AMAT) news were published by: Benzinga.com which released: “Morgan Stanley Prefers Lam Research Over Applied Materials, Says Semi Equipment Stocks Are Headed For …” on August 09, 2018, also Seekingalpha.com with their article: “Applied Materials: Cowen upgrades, sees 27% upside” published on August 06, 2018, Seekingalpha.com published: “Stocks To Watch: Any Privacy For Tesla?” on August 11, 2018. More interesting news about Applied Materials, Inc. (NASDAQ:AMAT) were released by: Marketwatch.com and their article: “Charting a bullish technical tilt: S&P 500, Nasdaq rise within view of record territory” published on August 07, 2018 as well as 247Wallst.com‘s news article titled: “Short Sellers Can’t Make Up Their Minds on Major Semiconductors” with publication date: August 10, 2018.

Since March 8, 2018, it had 0 insider purchases, and 1 insider sale for $922,050 activity. $922,050 worth of Applied Materials, Inc. (NASDAQ:AMAT) was sold by Iannotti Thomas J on Thursday, March 8.

Investors sentiment increased to 0.95 in Q1 2018. Its up 0.09, from 0.86 in 2017Q4. It is positive, as 50 investors sold AMAT shares while 356 reduced holdings. 109 funds opened positions while 278 raised stakes. 762.68 million shares or 4.33% less from 797.20 million shares in 2017Q4 were reported. Virginia Retirement Systems Et Al has invested 0.4% in Applied Materials, Inc. (NASDAQ:AMAT). State Of Tennessee Treasury Department holds 1.65 million shares. Moreover, Sumitomo Life has 0.23% invested in Applied Materials, Inc. (NASDAQ:AMAT). M&R Capital Mgmt invested 1.38% in Applied Materials, Inc. (NASDAQ:AMAT). 1,581 are owned by Brown Brothers Harriman &. Two Sigma Limited Liability Corp owns 30,960 shares. Beck Capital Mngmt Limited Co holds 67,759 shares or 1.73% of its portfolio. First Quadrant Limited Partnership Ca invested in 0.02% or 18,349 shares. British Columbia Invest Management holds 0.32% or 765,593 shares in its portfolio. Tradewinds Cap Mngmt Ltd Liability Corporation invested in 0.28% or 11,045 shares. Texas Permanent School Fund reported 271,475 shares or 0.2% of all its holdings. Glaxis Capital Mngmt Ltd Liability owns 134,200 shares for 10.93% of their portfolio. California Public Employees Retirement Sys accumulated 2.75 million shares or 0.22% of the stock. Mariner Wealth Advsrs, Alabama-based fund reported 11,308 shares. Barrett Asset Limited Liability Company holds 5,765 shares.

Among 13 analysts covering Applied Materials (NASDAQ:AMAT), 9 have Buy rating, 0 Sell and 4 Hold. Therefore 69% are positive. Applied Materials had 17 analyst reports since February 15, 2018 according to SRatingsIntel. The stock has “Buy” rating by Citigroup on Friday, July 13. The firm has “Outperform” rating by Credit Suisse given on Monday, February 26. The firm has “Buy” rating by Stifel Nicolaus given on Thursday, February 15. KeyBanc Capital Markets maintained the shares of AMAT in report on Thursday, April 12 with “Buy” rating. Morgan Stanley downgraded the stock to “Equal-Weight” rating in Thursday, August 9 report. The company was upgraded on Thursday, February 15 by Deutsche Bank. Needham maintained it with “Buy” rating and $6800 target in Monday, May 21 report. The firm has “Buy” rating given on Thursday, February 15 by KeyBanc Capital Markets. Credit Suisse maintained Applied Materials, Inc. (NASDAQ:AMAT) on Thursday, February 15 with “Outperform” rating. Cowen & Co upgraded the stock to “Outperform” rating in Monday, August 6 report.

Since June 4, 2018, it had 0 insider purchases, and 1 insider sale for $289,777 activity. Another trade for 4,122 shares valued at $289,777 was made by Simmons Jerry Matthews JR on Monday, June 4.

More recent Bunge Limited (NYSE:BG) news were published by: Seekingalpha.com which released: “Bunge (BG) Q2 2018 Results – Earnings Call Transcript” on August 01, 2018. Also Seekingalpha.com published the news titled: “Bunge Limited 2018 Q2 – Results – Earnings Call Slides” on August 01, 2018. Nasdaq.com‘s news article titled: “Recent Analysis Shows Regis, Graco, Columbia Sportswear, Momenta Pharmaceuticals, Interface, and Bunge Market …” with publication date: August 06, 2018 was also an interesting one.

Among 6 analysts covering Bunge Limited (NYSE:BG), 5 have Buy rating, 0 Sell and 1 Hold. Therefore 83% are positive. Bunge Limited had 11 analyst reports since February 15, 2018 according to SRatingsIntel. The rating was upgraded by Credit Suisse on Wednesday, February 14 to “Buy”. The rating was upgraded by Credit Suisse on Thursday, June 14 to “Buy”. The company was maintained on Thursday, May 3 by Credit Suisse. The stock of Bunge Limited (NYSE:BG) earned “Neutral” rating by JP Morgan on Thursday, August 2. J.P. Morgan upgraded it to “Buy” rating and $90.0 target in Wednesday, March 7 report. The stock has “Outperform” rating by Credit Suisse on Thursday, August 2. The firm earned “Buy” rating on Wednesday, February 14 by Piper Jaffray. The firm has “Buy” rating given on Tuesday, March 6 by Citigroup. The rating was maintained by Citigroup on Thursday, August 2 with “Buy”. Stephens upgraded Bunge Limited (NYSE:BG) on Thursday, February 15 to “Buy” rating.

Investors sentiment increased to 1.15 in 2018 Q1. Its up 0.26, from 0.89 in 2017Q4. It increased, as 40 investors sold BG shares while 116 reduced holdings. 66 funds opened positions while 113 raised stakes. 108.36 million shares or 0.61% more from 107.71 million shares in 2017Q4 were reported. First Advisors Limited Partnership owns 502,409 shares or 0.09% of their US portfolio. Natixis invested in 150,291 shares or 0.07% of the stock. Hbk LP stated it has 0.02% of its portfolio in Bunge Limited (NYSE:BG). Moreover, Aperio Gru Limited Liability Company has 0.02% invested in Bunge Limited (NYSE:BG) for 53,766 shares. Ameriprise holds 0.01% of its portfolio in Bunge Limited (NYSE:BG) for 442,738 shares. Hap Trading Ltd Liability reported 16,109 shares stake. One Trading Ltd Partnership stated it has 130,553 shares or 0.09% of all its holdings. Assetmark stated it has 0% of its portfolio in Bunge Limited (NYSE:BG). The Japan-based Nomura Holding has invested 0% in Bunge Limited (NYSE:BG). Gabelli Funds Lc stated it has 0.02% in Bunge Limited (NYSE:BG). Sei Company invested in 208,991 shares or 0.06% of the stock. Litespeed Mngmt Lc reported 110,000 shares stake. Eidelman Virant Capital owns 2.9% invested in Bunge Limited (NYSE:BG) for 60,100 shares. Skylands Cap stated it has 5,000 shares. Jacobs Levy Equity has 0.45% invested in Bunge Limited (NYSE:BG) for 363,304 shares.

Applied Materials, Inc. (NASDAQ:AMAT) Institutional Positions Chart

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