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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

02:45
09/20/17
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General news
FX Update: The euro has remained bid »

FX Update: The euro has…

CELC

Celcuity

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BSTI

BEST Inc

20:33
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Best Inc 45M share IPO priced at $10.00 »

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GIS

General Mills

$55.38

-1.05 (-1.86%)

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

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  • 20

    Sep

PCRX

Pacira

$35.70

-0.6 (-1.65%)

20:00
09/19/17
09/19
20:00
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Recommendations
Pacira analyst commentary at BMO Capital »

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    Sep

AVEVF

Aveva

19:56
09/19/17
09/19
19:56
09/19/17
19:56
Upgrade
Aveva rating change at Goldman Sachs »

Aveva upgraded to Neutral…

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ZLAB

Zai Lab

18:58
09/19/17
09/19
18:58
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Syndicate
Zai Lab announces upsizing of U.S. IPO of American depositary shares »

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  • 20

    Sep

OHI

Omega Healthcare

$32.53

-0.12 (-0.37%)

18:30
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18:30
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Hot Stocks
Omega Healthcare provides hurricane update »

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  • 20

    Sep

F

Ford

$11.72

0.09 (0.77%)

18:30
09/19/17
09/19
18:30
09/19/17
18:30
Periodicals
Ford to slash production at five North American assembly plants, Reuters says »

Ford announced it intends…

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  • 23

    Sep

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FDX

FedEx

$216.00

0.92 (0.43%)

18:26
09/19/17
09/19
18:26
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18:26
Hot Stocks
FedEx says without cyberattack FY18 guidance would not have changed »

Comments are from the…

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  • 19

    Sep

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    Sep

EE

El Paso Electric

$54.85

0.05 (0.09%)

18:25
09/19/17
09/19
18:25
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18:25
Hot Stocks
El Paso Electric announces City of El Paso approved settlement terms »

El Paso Electric…

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BBBY

Bed Bath & Beyond

$27.03

-0.27 (-0.99%)

18:17
09/19/17
09/19
18:17
09/19/17
18:17
Hot Stocks
Bed Bath & Beyond says biggest component in drop of FY17 EPS view is operations »

Company dropped its FY17…

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  • 19

    Sep

CPRT

Copart

$32.54

-0.32 (-0.97%)

18:11
09/19/17
09/19
18:11
09/19/17
18:11
Earnings
Copart reports Q4 EPS 30c, consensus 29c »

Reports Q4 revenue…

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  • 20

    Sep

STLD

Steel Dynamics

$33.83

0.03 (0.09%)

18:04
09/19/17
09/19
18:04
09/19/17
18:04
Earnings
Steel Dynamics sees Q3 adjusted EPS 63c-67c, consensus 70c »

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XBKS

Xenith Bankshares

$29.96

0.42 (1.42%)

17:58
09/19/17
09/19
17:58
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17:58
Hot Stocks
Treasury exits stake in Xenith Bankshares »

Xenith Bankshares…

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BMY

Bristol-Myers

$62.93

0.23 (0.37%)

17:54
09/19/17
09/19
17:54
09/19/17
17:54
Periodicals
Breaking Periodicals news story on Bristol-Myers »

Times:NHS will supply…

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  • 24

    Sep

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  • 18

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  • 05

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BBBY

Bed Bath & Beyond

17:54
09/19/17
09/19
17:54
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17:54
Hot Stocks
Breaking Hot Stocks news story on Bed Bath & Beyond »

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  • 19

    Sep

DESP

Despegar.com

17:52
09/19/17
09/19
17:52
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17:52
Syndicate
Despegar.com 12.7M share IPO priced at $26.00 »

The IPO priced at the…

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  • 20

    Sep

WAC

Walter Investment

$0.65

0.186 (40.09%)

17:50
09/19/17
09/19
17:50
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17:50
Hot Stocks
Walter Investment says Barclays to increase financing available »

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CBAY

CymaBay

17:49
09/19/17
09/19
17:49
09/19/17
17:49
Initiation
CymaBay initiated at Cantor »

CymaBay initiated with an…

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  • 25

    Sep

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    Sep

BBBY

Bed Bath & Beyond

17:46
09/19/17
09/19
17:46
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17:46
Hot Stocks
Bed Bath & Beyond sees net drop in Bed Bath & Beyond stores in FY17 »

Says rate of…

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  • 19

    Sep

EVH

Evolent Health

$15.65

-0.8 (-4.86%)

17:45
09/19/17
09/19
17:45
09/19/17
17:45
Initiation
Evolent Health initiated at KeyBanc »

Evolent Health initiated…

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  • 25

    Sep

BPL

Buckeye Partners

$56.33

0.64 (1.15%)

17:44
09/19/17
09/19
17:44
09/19/17
17:44
Syndicate
Buckeye Partners announces $210M in limited partnership unit sales »

Buckeye Partners…

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RL

Ralph Lauren

$91.03

0.87 (0.96%)

17:43
09/19/17
09/19
17:43
09/19/17
17:43
Initiation
Ralph Lauren initiated at Barclays »

Ralph Lauren initiated…

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  • 03

    Oct

  • 04

    Oct

PVH

PVH Corp.

$127.47

-0.54 (-0.42%)

17:43
09/19/17
09/19
17:43
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17:43
Initiation
PVH Corp. initiated at Barclays »

PVH Corp. initiated with…

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  • 19

    Sep

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