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NFLX

Netflix

$100.59

-2.74 (-2.65%)

10:05
10/12/16
10/12
10:05
10/12/16
10:05

Netflix call volume above normal and directionally bullish

Bullish option flow detected in Netflix with 12,514 calls trading, 1.2x expected, and implied vol increasing over 2 points to 54.48%. Oct-16 120 calls and 10/14 weekly 102 calls are the most active options, with total volume in those strikes near 4,000 contracts. The Put/Call Ratio is 0.61. Earnings are expected on October 17th.

  • 17

    Oct

  • 29

    Nov

NFLX Netflix
$100.59

-2.74 (-2.65%)

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.
10/12/16
UBSW
10/12/16
NO CHANGE
Target $92
UBSW
Neutral
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.
10/12/16
MSCO
10/12/16
NO CHANGE
Target $110
MSCO
Morgan Stanley sees 'un-grandfathering' peaking for Netflix in Q3
Morgan Stanley analyst Benjamin Swinburne believes the market expects Netflix (NFLX) to report Q3 domestic net subscriber additions that fall short of the company's 300K forecast. However, he thinks the impact of "un-grandfathering" will peak in Q3 and that the percentage of U.S. members seeing price increases will begin to fade in Q4. While acknowledging that Amazon (AMZN) continues to grow as a competitor for content and time spent, Swinburne notes that local and regional players in many markets continue to struggle. The analyst keeps an Overweight rating and $110 price target on Netflix shares.

TODAY'S FREE FLY STORIES

BAH

Booz Allen

$32.22

-0.67 (-2.04%)

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SPGI

S&P Global

$146.70

1.32 (0.91%)

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S&P Global call buyer realizes 15% same-day gains »

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CUTR

Cutera

$24.50

-0.2 (-0.81%)

07:59
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Initiation
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PM

Philip Morris

$119.56

-0.15 (-0.13%)

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Philip Morris to invest additional EUR500M in heated tobacco facility in Italy »

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GRUB

GrubHub

$47.70

1.37 (2.96%)

, AMZN

Amazon.com

$1,003.74

2.44 (0.24%)

07:58
06/26/17
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07:58
Downgrade
GrubHub, Amazon.com rating change  »

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GRUB

GrubHub

$47.70

1.37 (2.96%)

AMZN

Amazon.com

$1,003.74

2.44 (0.24%)

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  • 26

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AAPL

Apple

$146.28

0.65 (0.45%)

07:57
06/26/17
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Apple hires Stanford researcher for digital health, Digital Commerce 360 says »

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  • 26

    Jun

NBHC

National Bank

$31.55

-0.18 (-0.57%)

07:57
06/26/17
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07:57
Hot Stocks
National Bank acquires Peoples in $143M transaction »

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  • 18

    Sep

PTLA

Portola Pharmaceuticals

$56.06

17.81 (46.56%)

07:56
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VOXX

VOXX

$7.85

0.25 (3.29%)

07:55
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Breaking Hot Stocks news story on VOXX »

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NEOT

Neothetics

$2.32

0.0501 (2.21%)

07:55
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Hot Stocks
Breaking Hot Stocks news story on Neothetics »

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ATHM

Autohome

$45.47

-0.15 (-0.33%)

07:55
06/26/17
06/26
07:55
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07:55
Conference/Events
Autohome to host special shareholder meeting »

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  • 26

    Jun

NSU

Nevsun Resources

$2.27

-0.02 (-0.87%)

07:52
06/26/17
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Hot Stocks
Nevsun Resources names Ian Pearce as Board Chair, effective June 30 »

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MPLX

MPLX

$32.02

0.9 (2.89%)

07:52
06/26/17
06/26
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Hot Stocks
MPLX sees FY17 net income $550M-$700M, adjusted EBITDA $1.7B-$1.85B »

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  • 26

    Jun

REGN

Regeneron

$517.33

-9.2 (-1.75%)

07:52
06/26/17
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AKBA

Akebia

$16.35

-0.14 (-0.85%)

07:52
06/26/17
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Conference/Events
Akebia to host analyst and investor day »

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  • 27

    Jun

AMZN

Amazon.com

$1,003.74

2.44 (0.24%)

, KHC

Kraft Heinz

$88.85

-0.25 (-0.28%)

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Periodicals
Packaged food companies face pressure from Amazon's grocery plans, WSJ says »

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AMZN

Amazon.com

$1,003.74

2.44 (0.24%)

KHC

Kraft Heinz

$88.85

-0.25 (-0.28%)

K

Kellogg

$70.56

0.15 (0.21%)

MDLZ

Mondelez

$44.90

0.05 (0.11%)

CPB

Campbell Soup

$53.58

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CAG

Conagra Brands

$37.23

0.14 (0.38%)

WFM

Whole Foods

$42.95

-0.255 (-0.59%)

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COST

Costco

$157.13

-2.66 (-1.66%)

07:49
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Technical View: Costco rises in pre-market, analyst action »

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  • 23

    Aug

ZTO

ZTO Express

$14.34

0.08 (0.56%)

07:48
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MU

Micron

$31.73

-0.16 (-0.50%)

07:48
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  • 26

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COH

Coach

$46.71

0.23 (0.49%)

07:47
06/26/17
06/26
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07:47
Upgrade
Coach rating change  »

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NCIT

NCI, Inc.

$20.40

-0.15 (-0.73%)

07:47
06/26/17
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07:47
Recommendations
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PM

Philip Morris

$119.56

-0.15 (-0.13%)

07:47
06/26/17
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JHG

Janus Henderson Group

$32.90

-0.19 (-0.57%)

07:45
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Initiation
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07:45
06/26/17
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General news
Treasury Market Outlook: bonds are mixed »

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KIN

Kindred Biosciences

$8.25

0.35 (4.43%)

07:44
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Kindred Biosciences to host business news update conference call »

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