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CMCSA

Comcast

$69.16

0.2 (0.29%)

, CMCSK

Comcast

09:46
11/28/16
11/28
09:46
11/28/16
09:46

NFL may revamp, even end, Thursday Night Football, Pro Football Talk says

The NFL will consider the possibility of ending, or at least limiting, Thursday Night Football, which has been widely criticized, according to Pro Football Talk's Mike Florio, citing a source with knowledge of the situation. Barring a renegotiation, the current contract with CBS (CBS) and NBC (CMCSA) runs through 2017, the report noted. Twitter (TWTR) also has a deal to broadcast Thursday Night Football games. Reference Link

CMCSA

Comcast

$69.16

0.2 (0.29%)

CMCSK

Comcast

CBS

CBS

$60.69

-0.2302 (-0.38%)

TWTR

Twitter

$18.02

-0.0435 (-0.24%)

  • 30

    Nov

  • 05

    Dec

CMCSA Comcast
$69.16

0.2 (0.29%)

10/24/16
JEFF
10/24/16
NO CHANGE
Target $48
JEFF
Buy
Jefferies says approval of Time Warner deal 'far from certain'
Jefferies analyst Mike McCormack believes regulatory approval of AT&T's (T) Time Warner acquisition is "far from certain." The analyst expects a "lengthy and arduous regulatory process" and believes the Comcast-NBCU deal serves as "both a precedent and a concern." The deal looks "modestly accretive" with "relatively small synergies," McCormack tells investors in a research note. He keeps a Buy rating on AT&T with a $48 price target.
10/27/16
OPCO
10/27/16
NO CHANGE
Target $74
OPCO
Outperform
Comcast solid quarter overshadowed by OTT, wireless threats, says Oppenheimer
Oppenheimer analyst Timothy Horan says Comcast (CMCSA; CMCSK) reported a "solid" Q3, but notes that shares were likely impacted by comments surrounding AT&T's (T) $35 Over The Top service, which will be a slimmed-down service designed to expand the overall market initially. While the analyst points out that the "legitimate concern" is a wireless acquisition of T-Mobile (TMUS), he thinks this is a 2018 event and that Comcast can integrate cellular/WIFI to create a unique service. Horan reiterates an Outperform rating and $74 price target on Comcast's shares.
10/31/16
JPMS
10/31/16
NO CHANGE
JPMS
Overweight
TiVo deal renewal shows IP portfolio strong, says JPMorgan
JPMorgan analyst Sterling Auty believes the worldwide multi-year renewal license with Panasonic (PCRFY) is another sign that TiVo's intellectual property portfolio remains strong. TiVo is positioned to land the last remaining pay TV operator out of contract in the U.S., Comcast (CMCSA), Auty tells investors in a research note. He keeps an Overweighrt rating on TiVo.
10/24/16
MACQ
10/24/16
UPGRADE
Target $77
MACQ
Outperform
Comcast upgraded to Outperform from Neutral at Macquarie
Macquarie analyst Amy Yong upgraded Comcast (CMCSA) to Outperform and raised its price target to $77 from $69 saying the AT&T (T)/Time Warner (TWX) and Starz (STRZA)-Lionsgate (LGF) deals highlight the merits of distribution content. Yong said Comcast is becoming a one-stop shop for all things consumer with wireless optionality, digital initiatives, and Xfinity's brand paired with strategic acquisitions like DreamWorks and BuzzFeed. The analyst said Comcast's balance sheet optionality leaves room for further vertical deals and said its DreamWorks' TV business, library of content, and direct piper into China are heavenly undervalued.
CMCSK Comcast

08/22/16
JPMS
08/22/16
NO CHANGE
JPMS
Overweight
DISH renewal a major positive for Rovi, says JPMorgan
JPMorgan analyst Sterling Auty said he views Rovi's (ROVI) newly-announced 10-year contract renewal with DISH Networks (DISH) as a "major positive" that should help Rovi's position to complete its renewal with Comcast (CMCSA), which is the only top 10 pay-TV provider not currently under contract with the company. The announcement language suggests pricing "somewhere just above" that given to AT&T (T) and the duration of the deal validates the longevity of the patent portfolio, said Auty, who keeps an Overweight rating on Rovi shares.
09/26/16
UBSW
09/26/16
NO CHANGE
Target $92
UBSW
Neutral
Consumer satisfaction with competitors has caught up to Netflix, says UBS
UBS analyst Doug Mitchelson said that the firm's Evidence Lab survey indicated that U.S. consumer satisfaction with Amazon Prime Video (AMZN) and Hulu - the joint venture owned by Time Warner (TWX), Comcast (CMCSA), 21st Century Fox (FOXA), and Disney (DIS) - has now caught up to Netflix (NFLX), advising that investors should "continue to monitor competitive threats closely" as Netflix leads the category but demand for consumer media time, attention and wallet has intensified. The analyst, who added that Netflix's "pricing power remains unclear" based on the firm's survey work, keeps a Neutral rating and $92 price target on Netflix shares.
08/22/16
PIPR
08/22/16
NO CHANGE
Target $27
PIPR
Overweight
Piper Jaffray confident in Comcast signing with Rovi
Piper Jaffray analyst Michael Olson notes that Rovi (ROVI) announced a 10-year renewal with DISH (DISH) and while the terms were not disclosed, economics should be similar to recent deals, likely in the range of 21c-22c per subscriber per month. With DISH in the fold, nine of the ten major U.S. TV service providers now license Rovi guide patents, the analyst said, with Comcast (CMCSA; CMCSK) remaining the lone holdout. Olson believes discussions with Comcast are at the economic level, and is confident in Comcast signing, potentially in the first half of 2017. He reiterates an Overweight rating and $27 price target on Rovi's shares.
CBS CBS
$60.69

-0.2302 (-0.38%)

11/23/16
BMOC
11/23/16
DOWNGRADE
BMOC
Market Perform
CBS downgraded on valuation, deal outlook at BMO Capital
As noted earlier, BMO Capital downgraded CBS (CBS) to Market Perform from Outperform. Analyst Daniel Salmon downgraded the stock based on valuation and his belief that the shares will soon begin to trade based on a potential deal with Viacom (VIA, VIAB). Target $63.
11/23/16
BMOC
11/23/16
DOWNGRADE
BMOC
Market Perform
CBS downgraded to Market Perform from Outperform at BMO Capital
11/15/16
FBRC
11/15/16
DOWNGRADE
Target $44
FBRC
Market Perform
Viacom downgraded to Market Perform from Outperform at FBR Capital
FBR Capital analyst Barton Crockett downgraded Viacom (VIAB) to Market Perform saying he sees a better risk/reward in CBS (CBS) until the "merger noise is cleared." The analyst lowered his price target for Viacom shares to $44 from $56.
11/23/16
11/23/16
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. CBS (CBS) downgraded to Market Perform from Outperform at BMO Capital with analyst Daniel Salmon citing valuation and his belief that the shares will soon begin to trade based on a potential deal with Viacom (VIA, VIAB). 2. Abercrombie & Fitch (ANF) downgraded to Sell from Hold at Deutsche Bank with analyst Tiffany Kanaga saying the Abercrombie brand turnaround is yet to gain traction. 3. Twitter (TWTR) downgraded to Negative from Mixed at OTR Global. 4. HP Inc. (HPQ) downgraded to Hold from Buy at Jefferies with analyst James Kisner citing valuation and secular challenges for the downgrade. 5. First Solar (FSLR) downgraded to Neutral from Outperform at Macquarie with analyst Gurpreet Gujral citing a lack of catalysts after the company canceled the Series 5 product that was originally scheduled to launch in 2017. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TWTR Twitter
$18.02

-0.0435 (-0.24%)

11/10/16
LOOP
11/10/16
NO CHANGE
Target $151
LOOP
Buy
Netflix price target raised to $151 from $133 at Loop Capital
Loop Capital analyst David Miller raised his net subscriber growth assumptions for Netflix (NFLX) in 2017, taking up his domestic streaming net subscriber estimate by the end of 2017 to 53.7M from 53.6M and his end-year international net subscriber estimate to 55.8M from 54.8M. In doing so, he raised all of his income statement metrics and took up his price target accordingly to $151 from $133. Additionally, Miller contends that "simply because Twitter (TWTR) recently broadcast a few NFL games" does not mean Netflix will, or should, move into streaming sports.
11/23/16
OTRG
11/23/16
DOWNGRADE
OTRG
Negative
Twitter downgraded to Negative from Mixed at OTR Global
OTR Global checks indicate Q4 year-over-year ad spending has deteriorated versus Q3.
11/10/16
LOOP
11/10/16
NO CHANGE
Target $16
LOOP
Hold
Bain departure a loss for Twitter, says Loop Capital
Loop Capital analyst Blake Harper said the departure of COO Adam Bain is a loss for Twitter (TWTR), noting that he is well regarded internally and within the tech and advertising industries. Twitter is now searching for a full time CFO and a head of product and CEO Jack Dorsey continues to serve as full time CEO of Square (SQ) as well, which would "appear to leave its executive team stretched thin," said Harper, who keeps a Hold rating on Twitter shares.

TODAY'S FREE FLY STORIES

DVA

DaVita

$60.94

-0.32 (-0.52%)

11:23
09/22/17
09/22
11:23
09/22/17
11:23
Periodicals
DaVita mentioned cautiously by Southern Investigative Reporting Foundation 

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$NSD

NASDAQ Market Internals

11:17
09/22/17
09/22
11:17
09/22/17
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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EFX

Equifax

$103.15

4.9 (4.99%)

11:16
09/22/17
09/22
11:16
09/22/17
11:16
Hot Stocks
Wells Fargo says time to buy Equifax shares »

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  • 22

    Oct

$NYE

NYSE Market Internals

11:16
09/22/17
09/22
11:16
09/22/17
11:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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CAT

Caterpillar

$124.96

0.17 (0.14%)

11:15
09/22/17
09/22
11:15
09/22/17
11:15
Options
Caterpillar put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 23

    Sep

CSIQ

Canadian Solar

$15.86

-0.16 (-1.00%)

, JKS

JinkoSolar

$25.83

-0.18 (-0.69%)

11:13
09/22/17
09/22
11:13
09/22/17
11:13
Hot Stocks
Chinese solar names move lower after ITC vote on injury to U.S. producers »

Shares of Canadian Solar…

CSIQ

Canadian Solar

$15.86

-0.16 (-1.00%)

JKS

JinkoSolar

$25.83

-0.18 (-0.69%)

JASO

JA Solar

$7.85

-0.335 (-4.09%)

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FSLR

First Solar

$48.76

-0.09 (-0.18%)

11:12
09/22/17
09/22
11:12
09/22/17
11:12
Hot Stocks
Breaking Hot Stocks news story on First Solar »

First Solar trading…

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FSLR

First Solar

$48.76

-0.09 (-0.18%)

, SPWR

SunPower

$7.37

-0.49 (-6.23%)

11:11
09/22/17
09/22
11:11
09/22/17
11:11
Hot Stocks
First Solar jumps 6%, halted after ITC finds injury to U.S. solar product makers »

SunPower (SPWR) is down…

FSLR

First Solar

$48.76

-0.09 (-0.18%)

SPWR

SunPower

$7.37

-0.49 (-6.23%)

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TSLA

Tesla

$366.48

-7.43 (-1.99%)

11:09
09/22/17
09/22
11:09
09/22/17
11:09
Hot Stocks
Solar City agrees to pay $29.5M to resolve alleged False Claims Act violations »

The Justice Department…

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  • 02

    Oct

FSLR

First Solar

$48.76

-0.09 (-0.18%)

11:08
09/22/17
09/22
11:08
09/22/17
11:08
Hot Stocks
Breaking Hot Stocks news story on First Solar »

First Solar jumps after…

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FSLR

First Solar

11:07
09/22/17
09/22
11:07
09/22/17
11:07
Hot Stocks
Breaking Hot Stocks news story on First Solar »

First Solar trading…

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APC

Anadarko

$49.20

0.71 (1.46%)

11:05
09/22/17
09/22
11:05
09/22/17
11:05
Options
Anadarko call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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03/06/13
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03/06/13
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  • 27

    Sep

AVGO

Broadcom

$240.38

-2.53 (-1.04%)

, SWKS

Skyworks

$102.13

-1.38 (-1.33%)

11:03
09/22/17
09/22
11:03
09/22/17
11:03
Recommendations
Broadcom, Skyworks, Apple analyst commentary  »

Broadcom, Skyworks still…

AVGO

Broadcom

$240.38

-2.53 (-1.04%)

SWKS

Skyworks

$102.13

-1.38 (-1.33%)

AAPL

Apple

$153.39

-2.68 (-1.72%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 05

    Oct

  • 22

    Oct

MHK

Mohawk

$245.50

-8.61 (-3.39%)

11:03
09/22/17
09/22
11:03
09/22/17
11:03
Technical Analysis
Technical View: Mohawk slides, analyst action »

The shares were last at…

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NYLD

NRG Yield

$19.20

0.05 (0.26%)

, NRG

NRG Energy

$24.01

-0.18 (-0.74%)

11:02
09/22/17
09/22
11:02
09/22/17
11:02
Hot Stocks
NRG Yield rises after said to be exploring strategic alternatives »

Shares of NRG Yield…

NYLD

NRG Yield

$19.20

0.05 (0.26%)

NRG

NRG Energy

$24.01

-0.18 (-0.74%)

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  • 25

    Sep

11:00
09/22/17
09/22
11:00
09/22/17
11:00
General news
Treasury Option Action: some call buying at short-end »

Treasury Option Action:…

NYLD

NRG Yield

$19.20

0.05 (0.26%)

10:57
09/22/17
09/22
10:57
09/22/17
10:57
Periodicals
NRG Yield hires banks to explore strategic alternatives, SparkSpread says 

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FSLR

First Solar

$48.76

-0.09 (-0.18%)

10:55
09/22/17
09/22
10:55
09/22/17
10:55
Options
First Solar put volume heavy and directionally bearish »

Bearish flow noted in…

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10:50
09/22/17
09/22
10:50
09/22/17
10:50
General news
FX Action: USD-JPY »

FX Action: USD-JPY has…

AAL

American Airlines

$46.29

0.87 (1.92%)

, DAL

Delta Air Lines

$48.51

0.35 (0.73%)

10:47
09/22/17
09/22
10:47
09/22/17
10:47
Hot Stocks
Barclays, UBS positive on airlines following recent slide »

Two research firms issued…

AAL

American Airlines

$46.29

0.87 (1.92%)

DAL

Delta Air Lines

$48.51

0.35 (0.73%)

UAL

United Continental

$58.80

0.27 (0.46%)

JBLU

JetBlue

$18.90

-0.35 (-1.82%)

LUV

Southwest

$54.60

-0.03 (-0.05%)

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  • 02

    Oct

IP

International Paper

$55.75

-1.54 (-2.69%)

, PKG

Packaging Corp.

$116.00

-2.8 (-2.36%)

10:40
09/22/17
09/22
10:40
09/22/17
10:40
Recommendations
International Paper, Packaging Corp., KapStone, WestRock analyst commentary  »

IP marks third capacity…

IP

International Paper

$55.75

-1.54 (-2.69%)

PKG

Packaging Corp.

$116.00

-2.8 (-2.36%)

KS

KapStone

$21.65

-0.93 (-4.12%)

WRK

WestRock

$55.80

-1.81 (-3.14%)

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SPY

SPDR S&P 500 ETF Trust

$249.38

-0.015 (-0.01%)

10:40
09/22/17
09/22
10:40
09/22/17
10:40
Options
Sizable print in SPYders as a bullish play is extended »

Sizable print in SPYders…

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GRUB

GrubHub

$52.58

-0.93 (-1.74%)

, AMZN

Amazon.com

$964.65

-8.56 (-0.88%)

10:35
09/22/17
09/22
10:35
09/22/17
10:35
Hot Stocks
GrubHub dips after Amazon teams up with competitor »

Shares of GrubHub (GRUB)…

GRUB

GrubHub

$52.58

-0.93 (-1.74%)

AMZN

Amazon.com

$964.65

-8.56 (-0.88%)

03/08/13
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03/06/13
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03/06/13
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  • 03

    Oct

  • 22

    Oct

COP

ConocoPhillips

$49.15

0.46 (0.94%)

10:32
09/22/17
09/22
10:32
09/22/17
10:32
Options
Conoco calls active as shares see relative strength »

Conoco calls active as…

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  • 23

    Sep

  • 27

    Sep

AGN

Allergan

$204.51

1.85 (0.91%)

10:32
09/22/17
09/22
10:32
09/22/17
10:32
Recommendations
Allergan analyst commentary  »

Allergan trial not…

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  • 25

    Sep

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