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TIVO

TiVo

$20.75

0.05 (0.24%)

, NFLX

Netflix

$116.93

-0.48 (-0.41%)

07:40
11/29/16
11/29
07:40
11/29/16
07:40

TiVo agreement with Netflix a positive, says JPMorgan

JPMorgan analyst Sterling Auty views TiVo's (TIVO) licensing agreement with Netflix (NFLX) as a positive for the company. The deal adds incremental revenue and eliminates the legal costs associated with Netflix litigation, Auty tells investors in a research note. He also believes the contract demonstrates the strength of TiVo's patent portfolio. The analyst keeps an Overweight rating on the shares with a $34 price target.

TIVO

TiVo

$20.75

0.05 (0.24%)

NFLX

Netflix

$116.93

-0.48 (-0.41%)

  • 29

    Nov

  • 05

    Dec

TIVO TiVo
$20.75

0.05 (0.24%)

05/12/16
PIPR
05/12/16
NO CHANGE
Target $29
PIPR
Overweight
Rovi 8% pullback a buying opportunity, says Piper Jaffray
Piper Jaffray analyst Michael Olson views the 8% pullback in shares of Rovi (ROVI) over the past two weeks as a buying opportunity. Concerns around patent license renewals with three of the top-10 domestic service providers and trading around the acquisition of TiVo (ITVO) have pushed the stock lower, Olson tells investors in a research note. While a renewal with Comcast (CMCSA) does not appear imminent, DISH (DISH) and/or a third unnamed service provider could be signed within months, the analyst writes. He keeps an Overweight rating on Rovi with a $29 price target.
05/13/16
RILY
05/13/16
NO CHANGE
Target $29
RILY
Buy
Rovi added to Focus List at B. Riley
B. Riley analyst Eric Wold added Rovi (ROVI) to his firm's Focus List saying a near-term resolution with DISH/EchoStar should "provide a boost" to 2016 guidance. This catalyst combined with the accretive acquisition of TiVo could drive shares meaningfully higher in the coming months, Wold tells investors in a research note. He has a Buy rating on Rovi with a $29 price target.
06/01/16
MKMP
06/01/16
DOWNGRADE
MKMP
Neutral
TiVo downgraded to Neutral from Buy at MKM Partners
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.
NFLX Netflix
$116.93

-0.48 (-0.41%)

11/18/16
MACQ
11/18/16
NO CHANGE
MACQ
Netflix mentioned positively at M Science
11/21/16
BMUR
11/21/16
INITIATION
Target $145
BMUR
Buy
Netflix initiated with a Buy at Brean Capital
Brean Capital analyst Alan Gould started Netflix with a Buy rating and $145 price target. The company has created an "unstoppable lead" in the internet TV business and is positioned to dominate the business long term, Gould tells investors in a research note. He believes Netflix over the next 15 years can attract 300M global subscribers and generate over $25 of earnings per share. The stock closed Friday up 18c to $115.21.
11/21/16
11/21/16
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 Buy at Brean Capital. 2. Allergan (AGN) initiated with a Market Perform at William Blair. 3. Myovant Sciences (MYOV) was initiated with an Overweight at Barclays, an Outperform at JMP Securities, an Outperform at Baird, a Buy at Citi, and an Outperform at Cowen. 4. RA Pharmaceuticals (RARX) was initiated with a Buy at Jefferies, a Buy at SunTrust, and an Outperform at Credit Suisse. 5. ZTO Express (ZTO) was initiated with a Buy ratings at Citi and Goldman and an Overweight at Morgan Stanley. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
11/23/16
OPCO
11/23/16
NO CHANGE
OPCO
Facebook, Amazon.com most attractive on post-election pullback, says Oppenheimer
Oppenheimer analyst Jason Helfstein notes that there has been a rotation into industrial and financial stocks post-election, at the expense of multinational technology stocks. However, he sees some potential positive catalysts for "FANG" names, namely Facebook (FB), Amazon.com (AMZN), Netflix (NFLX) and Google (GOOG; GOOGL), with the first two looking the most attractive at current levels. The analyst points out that Facebook's potential positive catalysts include faster than expected ad monetization driven by "Video First" strategy, Instagram engagement and Dynamic Product Ads. As for Amazon, he expects stable consumer spending to support a strong holiday shopping season.

TODAY'S FREE FLY STORIES

15:44
04/23/17
04/23
15:44
04/23/17
15:44
Conference/Events
Wolfe Research utilities analyst holds an analyst/industry conference call »

Utilities Analyst…

OA

Orbital ATK

$97.28

-0.65 (-0.66%)

15:32
04/23/17
04/23
15:32
04/23/17
15:32
Hot Stocks
Breaking Hot Stocks news story on Orbital ATK »

Orbital ATK says Cygnus…

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CTRV

ContraVir Pharmaceuticals

$1.41

-0.09 (-6.00%)

15:30
04/23/17
04/23
15:30
04/23/17
15:30
Hot Stocks
ContraVir presents data on hepatitis B candidates TXL, CRV431 »

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ASPS

Altisource

$24.05

-1.39 (-5.46%)

, NRZ

New Residential

$16.34

-0.05 (-0.31%)

15:30
04/23/17
04/23
15:30
04/23/17
15:30
Conference/Events
Piper Jaffray specialty finance analyst holds analyst/industry conference call »

Regional Banks &…

ASPS

Altisource

$24.05

-1.39 (-5.46%)

NRZ

New Residential

$16.34

-0.05 (-0.31%)

OCN

Ocwen

$2.42

-0.07 (-2.81%)

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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    May

MRK

Merck

$61.89

-0.66 (-1.06%)

15:27
04/23/17
04/23
15:27
04/23/17
15:27
Hot Stocks
Merck reports new Phase 2 MK-3682B data »

Merck announced the first…

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ABUS

Arbutus Biopharma

15:10
04/23/17
04/23
15:10
04/23/17
15:10
Hot Stocks
Arbutus reports ARB-1467 study data, plans additional trial in 2H »

Arbutus Biopharma…

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Citigroup
03/06/13
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  • 24

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    Apr

ACHN

Achillion

$3.64

-0.02 (-0.55%)

, JNJ

Johnson & Johnson

$121.76

-0.11 (-0.09%)

15:05
04/23/17
04/23
15:05
04/23/17
15:05
Hot Stocks
Achillion reports updated data from Phase 2 JNJ-4178 study »

Achillion Pharmaceuticals…

ACHN

Achillion

$3.64

-0.02 (-0.55%)

JNJ

Johnson & Johnson

$121.76

-0.11 (-0.09%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 03

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BMY

Bristol-Myers

$53.48

0.04 (0.07%)

14:59
04/23/17
04/23
14:59
04/23/17
14:59
Hot Stocks
Bristol-Myers says '036 NASH study meets primary endpoint »

Bristol-Myers Squibb…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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14:52
04/23/17
04/23
14:52
04/23/17
14:52
General news
Breaking General news story  »

Fillon concedes as Le…

ALBO

Albireo Pharma

$20.66

-0.26 (-1.24%)

14:45
04/23/17
04/23
14:45
04/23/17
14:45
Hot Stocks
Albireo Pharma reports 'promising' A4250 data, sees Phase 3 trial start in 2H »

Albireo Pharma announced…

03/08/13
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03/08/13
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PG

Procter & Gamble

$88.62

-0.71 (-0.79%)

14:34
04/23/17
04/23
14:34
04/23/17
14:34
Hot Stocks
ShaveLogic says wins summary judgement over Gillette »

ShaveLogic issued the…

03/08/13
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03/08/13
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Citigroup
03/06/13
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  • 26

    Apr

ORIG

Ocean Rig UDW

$0.23

-0.0121 (-5.04%)

14:30
04/23/17
04/23
14:30
04/23/17
14:30
Hot Stocks
Ocean Rig UDW extends Drill Rigs early consent deadline »

Ocean Rig UDW announced…

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Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 24

    Apr

SRG

Seritage Growth Properties

$42.86

-0.47 (-1.08%)

, SHLD

Sears

$13.39

-0.25 (-1.83%)

14:18
04/23/17
04/23
14:18
04/23/17
14:18
Periodicals
Seritage releasing efforts could deliver 'significant' growth, Barron's says »

Despite its significant…

SRG

Seritage Growth Properties

$42.86

-0.47 (-1.08%)

SHLD

Sears

$13.39

-0.25 (-1.83%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 25

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ORLY

O'Reilly Automotive

$265.36

2.36 (0.90%)

, AAP

Advance Auto Parts

$146.84

0.28 (0.19%)

14:10
04/23/17
04/23
14:10
04/23/17
14:10
Periodicals
O'Reilly is top pick in auto parts retail, Barron's says »

O'Reilly Automotive…

ORLY

O'Reilly Automotive

$265.36

2.36 (0.90%)

AAP

Advance Auto Parts

$146.84

0.28 (0.19%)

AZO

AutoZone

$707.79

1.49 (0.21%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 27

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HOG

Harley-Davidson

$55.81

-0.66 (-1.17%)

13:55
04/23/17
04/23
13:55
04/23/17
13:55
Periodicals
Harley-Davidson remains unattractive, Barron's says »

Investors should continue…

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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  • 29

    Apr

ARNC

Arconic

$26.00

-0.11 (-0.42%)

, AA

Alcoa

$31.70

-0.34 (-1.06%)

13:51
04/23/17
04/23
13:51
04/23/17
13:51
Periodicals
Alcoa looks like safer bet over Arconic, Barron's says »

With "plenty of…

ARNC

Arconic

$26.00

-0.11 (-0.42%)

AA

Alcoa

$31.70

-0.34 (-1.06%)

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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  • 25

    Apr

INFY

Infosys

$14.48

0.01 (0.07%)

, WIT

Wipro

$9.70

-0.15 (-1.52%)

13:36
04/23/17
04/23
13:36
04/23/17
13:36
Periodicals
Indian outsourcers to feel pain from 'Hire American' push, Barron's says »

The Trump…

INFY

Infosys

$14.48

0.01 (0.07%)

WIT

Wipro

$9.70

-0.15 (-1.52%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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MGM

MGM Resorts

$28.41

-0.05 (-0.18%)

13:22
04/23/17
04/23
13:22
04/23/17
13:22
Periodicals
MGM Resorts earnings report unlikely to miss, Barron's says »

Investors shouldn't…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 27

    Apr

JNJ

Johnson & Johnson

$121.76

-0.11 (-0.09%)

13:04
04/23/17
04/23
13:04
04/23/17
13:04
Periodicals
Johnson & Johnson pullback could represent buy opportunity, Barron's says »

Johnson &…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 06

    Jun

SRPT

Sarepta

$32.61

0.07 (0.22%)

12:52
04/23/17
04/23
12:52
04/23/17
12:52
Periodicals
Sarepta may double or more, Barron's says »

Sarepta shares, which…

03/08/13
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03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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GS

Goldman Sachs

$216.86

-1.2 (-0.55%)

, BAC

Bank of America

$22.71

-0.36 (-1.56%)

12:43
04/23/17
04/23
12:43
04/23/17
12:43
Periodicals
Major U.S. banks look attractive, Barron's says »

Bank stocks "look…

GS

Goldman Sachs

$216.86

-1.2 (-0.55%)

BAC

Bank of America

$22.71

-0.36 (-1.56%)

C

Citi

$57.72

-0.69 (-1.18%)

WFC

Wells Fargo

$53.00

-0.5 (-0.93%)

JPM

JPMorgan

$84.52

-1.03 (-1.20%)

MS

Morgan Stanley

$41.80

-0.7 (-1.65%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 12

    Oct

ABBV

AbbVie

$63.82

0.04 (0.06%)

, ALXN

Alexion

$116.82

-1.9 (-1.60%)

04:55
04/23/17
04/23
04:55
04/23/17
04:55
Conference/Events
European Association for the Study of Liver »

International Liver…

ABBV

AbbVie

$63.82

0.04 (0.06%)

ALXN

Alexion

$116.82

-1.9 (-1.60%)

BAX

Baxter

$52.88

-0.01 (-0.02%)

CPHD

Cepheid

GALT

Galectin Therapeutics

$3.09

-0.14 (-4.33%)

GILD

Gilead

$65.93

-0.57 (-0.86%)

ICPT

Intercept

$107.89

0.7 (0.65%)

JWA

John Wiley & Sons; also tag JWB

NVS

Novartis

$73.40

-0.22 (-0.30%)

OSUR

OraSure

$12.67

0.03 (0.24%)

SIEGY

Siemens

$67.34

-0.197 (-0.29%)

VTL

Vital Therapies

$3.50

-0.1 (-2.78%)

ARWR

Arrowhead

$1.52

0.01 (0.66%)

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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    Oct

AAPL

Apple

$142.27

-0.17 (-0.12%)

, FB

Facebook

$143.68

-0.12 (-0.08%)

13:57
04/22/17
04/22
13:57
04/22/17
13:57
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AAPL

Apple

$142.27

-0.17 (-0.12%)

FB

Facebook

$143.68

-0.12 (-0.08%)

GOOG

Alphabet

$843.19

1.54 (0.18%)

GOOGL

Alphabet Class A

$858.95

-1.13 (-0.13%)

AMZN

Amazon.com

$898.53

-3.53 (-0.39%)

MSFT

Microsoft

$66.40

0.9 (1.37%)

STLD

Steel Dynamics

$35.37

0.46 (1.32%)

AKS

AK Steel

$6.72

-0.1 (-1.47%)

X

U.S. Steel

$30.42

-0.09 (-0.29%)

NUE

Nucor

$60.00

-0.35 (-0.58%)

CYH

Community Health

$8.24

-0.11 (-1.32%)

HCA

HCA Holdings

$83.55

-0.57 (-0.68%)

LPNT

LifePoint

$60.85

-0.7 (-1.14%)

THC

Tenet

$15.35

0.36 (2.40%)

UHS

Universal Health

$118.84

-0.29 (-0.24%)

HUM

Humana

$213.67

-0.57 (-0.27%)

BAC

Bank of America

$22.71

-0.36 (-1.56%)

C

Citi

$57.72

-0.69 (-1.18%)

GS

Goldman Sachs

$216.86

-1.2 (-0.55%)

JPM

JPMorgan

$84.52

-1.03 (-1.20%)

MS

Morgan Stanley

$41.80

-0.7 (-1.65%)

USB

U.S. Bancorp

$50.51

-0.17 (-0.34%)

WFC

Wells Fargo

$53.00

-0.5 (-0.93%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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JNS

Janus Capital

$13.15

-0.07 (-0.53%)

13:27
04/22/17
04/22
13:27
04/22/17
13:27
Conference/Events
Janus Capital to host special shareholder meeting »

Special Shareholder…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 25

    Apr

ABT

Abbott

$43.53

-0.45 (-1.02%)

, ABBV

AbbVie

$63.82

0.04 (0.06%)

04:55
04/22/17
04/22
04:55
04/22/17
04:55
Conference/Events
National Kidney Foundation to hold clinical meeting »

NKF 2017 Spring Clinical…

ABT

Abbott

$43.53

-0.45 (-1.02%)

ABBV

AbbVie

$63.82

0.04 (0.06%)

ALXN

Alexion

$116.82

-1.9 (-1.60%)

AMGN

Amgen

$160.41

-1.63 (-1.01%)

BAX

Baxter

$52.88

-0.01 (-0.02%)

GSK

GlaxoSmithKline

$40.78

0.07 (0.17%)

HZNP

Horizon Pharma

$14.99

-0.25 (-1.64%)

MNK

Mallinckrodt

$43.52

-1.41 (-3.14%)

MRK

Merck

$61.89

-0.66 (-1.06%)

AUPH

Aurinia Pharmaceuticals

$7.11

0.11 (1.57%)

NXTM

NxStage Medical

$27.90

-0.19 (-0.68%)

PLX

Protalix

$1.02

0.02 (2.00%)

RTRX

Retrophin

$18.47

-0.37 (-1.96%)

SNY

Sanofi

$44.09

-0.7 (-1.56%)

SHPG

Shire

$171.94

0.08 (0.05%)

TKPYY

Takeda Pharmaceutical Co. Ltd.

$24.29

0.215 (0.89%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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