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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.

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RHHBY

Roche

$27.67

0.47 (1.73%)

20:25
12/05/16
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20:25
Conference/Events
Roche to hold an analyst meeting »

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AZO

AutoZone

$776.42

-7.32 (-0.93%)

, HDS

HD Supply

$39.75

0.67 (1.71%)

20:25
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20:25
Earnings
Notable companies reporting before tomorrow's open »

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AZO

AutoZone

$776.42

-7.32 (-0.93%)

HDS

HD Supply

$39.75

0.67 (1.71%)

MIK

Michaels

$24.31

0.34 (1.42%)

TOL

Toll Brothers

$30.47

1.15 (3.92%)

BOBE

Bob Evans

$46.77

1.05 (2.30%)

CONN

Conn's

$11.20

0.4 (3.70%)

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GDDY

GoDaddy

$34.74

1.45 (4.36%)

20:14
12/05/16
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Hot Stocks
GoDaddy acquires WP Curve »

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BDC

Belden

$74.99

0.9 (1.21%)

20:10
12/05/16
12/05
20:10
12/05/16
20:10
Earnings
Belden sees FY17 adjusted EPS $5.00-$5.25, consensus $5.23 »

Sees FY17 revenue…

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  • 05

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SGMO

Sangamo

19:39
12/05/16
12/05
19:39
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19:39
Hot Stocks
Sangamo reports preclinical, manufacturing data on SB-525, says IND on track »

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  • 05

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SGEN

Seattle Genetics

$66.26

-0.44 (-0.66%)

, BMY

Bristol-Myers

$55.55

-0.41 (-0.73%)

19:38
12/05/16
12/05
19:38
12/05/16
19:38
Hot Stocks
Seattle Genetics, Bristol-Myers: Data supports ADCETRIS, Opdivo combo »

Seattle Genetics (SGEN)…

SGEN

Seattle Genetics

$66.26

-0.44 (-0.66%)

BMY

Bristol-Myers

$55.55

-0.41 (-0.73%)

03/08/13
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  • 05

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  • 07

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LGIH

LGI Homes

$32.34

0.45 (1.41%)

19:36
12/05/16
12/05
19:36
12/05/16
19:36
Hot Stocks
LGI Homes reports November home closings up 28.9% y/y »

LGI Homes announced 321…

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CELG

Celgene

$116.56

-1.07 (-0.91%)

19:36
12/05/16
12/05
19:36
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19:36
Hot Stocks
Celgene reports analysis of three CC-486 studies »

Celgene announced results…

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  • 06

    Dec

BLUE

bluebird bio

$72.15

2.4 (3.44%)

19:35
12/05/16
12/05
19:35
12/05/16
19:35
Hot Stocks
bluebird bio provides updates on HSC gene therapy programs »

bluebird bio provided…

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AGIO

Agios Pharmaceuticals

$49.88

-7.09 (-12.45%)

19:33
12/05/16
12/05
19:33
12/05/16
19:33
Hot Stocks
Agios 'encouraged' by durable clinical activity of AG-120 »

Agios Pharmaceuticals…

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MRK

Merck

$60.25

-0.88 (-1.44%)

19:31
12/05/16
12/05
19:31
12/05/16
19:31
Hot Stocks
Merck: KEYNOTE-087 trial data shows oORR of 69%, CRR of 22.4% »

Merck announced updated…

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  • 06

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  • 08

    Mar

TWX

Time Warner

$93.34

-0.46 (-0.49%)

, T

AT&T

$38.63

0.02 (0.05%)

19:29
12/05/16
12/05
19:29
12/05/16
19:29
Periodicals
Time Warner 'struggling to expand' HBO Now, NY Post says »

Time Warner (TWX) is…

TWX

Time Warner

$93.34

-0.46 (-0.49%)

T

AT&T

$38.63

0.02 (0.05%)

03/08/13
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03/06/13
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03/06/13
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  • 05

    Dec

  • 07

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  • 07

    Dec

BP

BP

, REPYY

Repsol

$13.88

0.25 (1.83%)

19:18
12/05/16
12/05
19:18
12/05/16
19:18
Periodicals
BP acquires Repsol stake in Indonesia LNG plant, Reuters says »

BP (BP) has purchased…

BP

BP

REPYY

Repsol

$13.88

0.25 (1.83%)

03/08/13
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FOSUF

Fosun

19:12
12/05/16
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Hot Stocks
Liberty Mutual to acquire Fosun subsidiary Ironshore for roughly $3B »

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VZ

Verizon

$49.75

-0.06 (-0.12%)

, YHOO

Yahoo

$40.20

0.13 (0.32%)

18:54
12/05/16
12/05
18:54
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18:54
Periodicals
AOL CEO 'cautiously optimistic' Verizon-Yahoo deal will go through, WSJ says »

AOL CEO Tim Armstrong…

VZ

Verizon

$49.75

-0.06 (-0.12%)

YHOO

Yahoo

$40.20

0.13 (0.32%)

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  • 05

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  • 24

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TUWOY

Tullow Oil

$2.06

0.109 (5.58%)

18:46
12/05/16
12/05
18:46
12/05/16
18:46
Downgrade
Tullow Oil rating change  »

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GBNK

Guaranty Bancorp

$22.15

0.75 (3.50%)

18:43
12/05/16
12/05
18:43
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18:43
Hot Stocks
Breaking Hot Stocks news story on Guaranty Bancorp »

Castle Creek raises stake…

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ATKR

Atkore

$20.48

-0.18 (-0.87%)

18:41
12/05/16
12/05
18:41
12/05/16
18:41
Syndicate
Atkore files to sell 8M shares of common stock for holders »

The offering is being…

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UTX

United Technologies

$107.42

-0.8 (-0.74%)

18:38
12/05/16
12/05
18:38
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18:38
Hot Stocks
United Technologies CEO: No quid pro quo on taxes in Carrier deal with Trump »

Says Carrier agreement…

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IPDN

Professional Diversity Network

$9.75

-0.01 (-0.10%)

18:37
12/05/16
12/05
18:37
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18:37
Hot Stocks
Breaking Hot Stocks news story on Professional Diversity Network »

North Star cuts passive…

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DHXM

DHX Media

$5.05

-0.36 (-6.65%)

18:33
12/05/16
12/05
18:33
12/05/16
18:33
Hot Stocks
Breaking Hot Stocks news story on DHX Media »

Luxor Capital cuts…

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TPHS

Trinity Place

$10.02

0.08 (0.80%)

18:24
12/05/16
12/05
18:24
12/05/16
18:24
Hot Stocks
Trinity Place Holdings, Pacolet Milliken acquire Brooklyn building for $68.8M »

Trinity Place Holdings…

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SU

Suncor

$32.46

0.23 (0.71%)

18:07
12/05/16
12/05
18:07
12/05/16
18:07
Hot Stocks
Suncor Energy resolves C$1.3B tax dispute with Canada Revenue Agency »

Suncor Energy reports…

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XLRN

Acceleron

$34.90

-1.39 (-3.83%)

, CELG

Celgene

$116.56

-1.07 (-0.91%)

18:07
12/05/16
12/05
18:07
12/05/16
18:07
Hot Stocks
Acceleron, Celgene report Phase 2 data on luspatercept in beta-thalassemia »

Acceleron Pharma (XLRN)…

XLRN

Acceleron

$34.90

-1.39 (-3.83%)

CELG

Celgene

$116.56

-1.07 (-0.91%)

03/08/13
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  • 05

    Dec

  • 06

    Dec

SNSS

Sunesis

$4.02

0.12 (3.08%)

17:54
12/05/16
12/05
17:54
12/05/16
17:54
Hot Stocks
Sunesis says new VALOR trial data show 'compelling durable survival outcomes' »

Sunesis Pharmaceuticals…

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