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NFLX

Netflix

$100.59

-2.74 (-2.65%)

07:50
10/12/16
10/12
07:50
10/12/16
07:50

Netflix app download showing maturity in U.S., picking up in Europe, says UBS

UBS analyst Doug Mitchelson said the firm's Evidence Lab shows Netflix app download data as reflecting maturity in the U.S. and Canada but picking up in Europe. The analyst said his confidence in 10M subscriber addition estimates is increased but he is not prepared to increase his estimates. Mitchelson does not expect Q3 results and Q4 guidance to resolve the bull/bear debate and continues to expect the shares to trade in a range. Mitchelson reiterated his Neutral rating on Netflix shares.

  • 17

    Oct

  • 29

    Nov

NFLX Netflix
$100.59

-2.74 (-2.65%)

10/10/16
DBAB
10/10/16
INITIATION
Target $90
DBAB
Sell
Netflix initiated with a Sell at Deutsche Bank
Deutsche Bank analyst Bryan Kraft started shares of Netflix with a Sell rating and $90 price target.
10/10/16
DBAB
10/10/16
INITIATION
Target $90
DBAB
Sell
Deutsche sees Netflix takeover as unlikely, starts shares at Sell
Deutsche Bank analyst Bryan Kraft initiated shares of Netflix (NFLX) with a Sell rating and $90 price target. The stock closed Friday down 25c to $104.82. The risk/reward is unattractive as consensus expectations reflect an "optimistic case," Kraft tells investors in a research note. Market expectations appear too high through 2020, the analyst contends. He also expresses skepticism that Netflix will be acquired. The business is "too fully formed" and valued to be acquired by Disney (DIS) and Apple (AAPL), Kraft writes. He also sees Amazon.com (AMZN) as a competitive risk to Netflix.
10/10/16
RAJA
10/10/16
NO CHANGE
Target $120
RAJA
Outperform
Netflix remains a core holding at Raymond James
Raymond James analyst Justin Patterson said his research suggests US churn peaked in Q2 and he remains comfortable with his 300k US net adds for Q3. Further, Patterson said early International cohorts generate greater than 20% contribution margin and said EBITDA and earnings upside is likely in 2017 and beyond. The analyst recommends owning shares for a profit inflection as investments peaked in 2016 and reiterates his Outperform rating and $120 price target.
10/10/16
10/10/16
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Netflix (NFLX) initiated with a Sell at Deutsche Bank. 2. Noble Midstream (NBLX) initiated with an Overweight at Barclays, a Hold at Deutsche Bank, an Overweight at JPMorgan, an Outperform at Baird, a Buy at Mizuho, a Buy at Citi, and an Overweight at MUFG. 3. AB InBev (BUD) reinstated with a Buy at Goldman. 4. First Solar (FSLR) initiated with a Neutral at Piper Jaffray. First Solar (FSLR) initiated with a Neutral at Piper Jaffray. 5. Molson Coors (TAP) reinstated with a Buy at Goldman and resumed with a Buy at BofA/Merrill. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

MO

Altria Group

$73.65

0.68 (0.93%)

08:02
02/22/17
02/22
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08:02
Earnings
Altria Group backs FY17 adjusted EPS view $3.26-$3.32, consensus $3.31 »

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    Feb

VFC

VF Corp.

$52.42

-0.26 (-0.49%)

08:02
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08:02
Upgrade
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MO

Altria Group

$73.65

0.68 (0.93%)

08:00
02/22/17
02/22
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02/22/17
08:00
Hot Stocks
Breaking Hot Stocks news story on Altria Group »

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VFC

VF Corp.

$52.42

-0.26 (-0.49%)

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QSR

Restaurant Brands

$57.60

3.7 (6.86%)

, PLKI

Popeyes

$78.73

12.61 (19.07%)

07:56
02/22/17
02/22
07:56
02/22/17
07:56
Recommendations
Restaurant Brands, Popeyes analyst commentary  »

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QSR

Restaurant Brands

$57.60

3.7 (6.86%)

PLKI

Popeyes

$78.73

12.61 (19.07%)

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    Feb

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ARGS

Argos Therapeutics

$4.40

-0.3 (-6.38%)

07:55
02/22/17
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07:55
Hot Stocks
Breaking Hot Stocks news story on Argos Therapeutics »

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GS

Goldman Sachs

$251.76

1.38 (0.55%)

07:55
02/22/17
02/22
07:55
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07:55
Initiation
Goldman Sachs initiated  »

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  • 02

    Mar

RDS.A

Royal Dutch Shell

$52.49

0.29 (0.56%)

07:55
02/22/17
02/22
07:55
02/22/17
07:55
Conference/Events
Royal Dutch Shell to hold a conference call »

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  • 22

    Feb

ACRX

AcelRx

$3.15

0.05 (1.61%)

, CBM

Cambrex

$54.90

0.55 (1.01%)

07:55
02/22/17
02/22
07:55
02/22/17
07:55
Conference/Events
RBC Capital to hold a conference »

Global Healthcare…

ACRX

AcelRx

$3.15

0.05 (1.61%)

CBM

Cambrex

$54.90

0.55 (1.01%)

CRIS

Curis

$2.66

-0.02 (-0.75%)

ESPR

Esperion

$24.42

-0.58 (-2.32%)

DVAX

Dynavax

$3.95

-0.05 (-1.25%)

FLXN

Flexion

$19.66

0.43 (2.24%)

GILD

Gilead

$69.29

-0.56 (-0.80%)

CURE

Curative Health Services Inc

$33.80

0.45 (1.35%)

PCRX

Pacira

$44.15

0.45 (1.03%)

NVDQ

Novadaq

$6.76

0.17 (2.58%)

AXON

Axovant Sciences

$12.11

-0.03 (-0.25%)

TSRO

TESARO

$190.27

-0.09 (-0.05%)

EGRX

Eagle Pharmaceuticals

$73.59

-0.53 (-0.72%)

LPNT

LifePoint

$65.15

1.25 (1.96%)

PRTA

Prothena

$55.00

-0.22 (-0.40%)

ABEO

Abeona Therapeutics

$5.25

-0.75 (-12.50%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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MS

Morgan Stanley

$46.56

0.41 (0.89%)

07:54
02/22/17
02/22
07:54
02/22/17
07:54
Initiation
Morgan Stanley initiated  »

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07:53
02/22/17
02/22
07:53
02/22/17
07:53
Conference/Events
Forecasters Club of New York to hold a luncheon meeting »

Federal Reserve Governor…

USPH

U.S. Physical Therapy

$76.10

2 (2.70%)

07:52
02/22/17
02/22
07:52
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07:52
Conference/Events
CFA Society of Houston to hold a luncheon meeting »

Chris Reading, CEO of…

03/08/13
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  • 22

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SOHO

Sotherly Hotels

$7.04

-0.4 (-5.38%)

07:51
02/22/17
02/22
07:51
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07:51
Recommendations
Sotherly Hotels analyst commentary  »

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GKOS

Glaukos

$45.60

-0.02 (-0.04%)

07:49
02/22/17
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Initiation
Glaukos initiated  »

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  • 01

    Mar

DBD

Diebold

$29.70

-0.4 (-1.33%)

07:48
02/22/17
02/22
07:48
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Initiation
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  • 28

    Feb

FSLR

First Solar

$36.62

1.78 (5.11%)

07:45
02/22/17
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07:45
Downgrade
First Solar rating change  »

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AET

Aetna

$126.34

1.07 (0.85%)

07:45
02/22/17
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07:45
Hot Stocks
Aetna announces $3.3B accelerated share repurchase »

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07:43
02/22/17
02/22
07:43
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07:43
Conference/Events
CFA Society of Washington, D.C. to hold a luncheon discussion »

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CSCO

Cisco

$34.13

0.39 (1.16%)

07:43
02/22/17
02/22
07:43
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07:43
Recommendations
Cisco analyst commentary  »

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  • 27

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  • 03

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M

Macy's

$32.29

-0.01 (-0.03%)

07:43
02/22/17
02/22
07:43
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07:43
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Macy's analyst commentary  »

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NVDA

NVIDIA

$111.07

3.84 (3.58%)

07:43
02/22/17
02/22
07:43
02/22/17
07:43
Initiation
NVIDIA initiated  »

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  • 27

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EYEG

EyeGate

$3.70

2.0601 (125.62%)

07:42
02/22/17
02/22
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07:42
Syndicate
Breaking Syndicate news story on EyeGate »

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HCN

Welltower

$66.94

1.02 (1.55%)

07:42
02/22/17
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07:42
Hot Stocks
Welltower enters into strategic collaboration with Johns Hopkins Medicine »

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  • 22

    Feb

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  • 01

    Mar

HD

Home Depot

$145.02

2.02 (1.41%)

07:42
02/22/17
02/22
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07:42
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Home Depot analyst commentary  »

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  • 15

    Mar

AMD

AMD

$14.00

0.87 (6.63%)

07:41
02/22/17
02/22
07:41
02/22/17
07:41
Initiation
AMD initiated  »

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03/08/13
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  • 22

    Feb

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