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DIS

Disney

$99.12

-0.55 (-0.55%)

, NFLX

Netflix

$117.00

-0.51 (-0.43%)

08:06
12/01/16
12/01
08:06
12/01/16
08:06

Bernstein 'surprisingly' not against idea of Disney buying Netflix

Bernstein analyst Todd Juenger noted that many investors ask him for his take on the idea of Disney (DIS) acquiring Netflix (NFLX), and while the choice is not obvious in either direction and he is "not endorsing a deal," he said that, somewhat to his own surprise, he is "not not endorsing one, either." Disney could build a Netflix competitor for less than the $70B it would take to buy the company, but it would take a long time, the expense would drag on results the entire time, and they would still have a formidable competitor, whereas acquiring Netflix could immediately make Disney the dominant, and maybe "unassailable," leader in global, on-demand, direct-to-consumer entertainment, said Juenger, who specifically stressed he is "not calling for a deal, nor [does he] have any knowledge one is being or will ever be contemplated." The analyst keeps a Market Perform rating on Disney shares.

DIS

Disney

$99.12

-0.55 (-0.55%)

NFLX

Netflix

$117.00

-0.51 (-0.43%)

  • 05

    Dec

DIS Disney
$99.12

-0.55 (-0.55%)

11/15/16
ROTH
11/15/16
NO CHANGE
Target $38
ROTH
Buy
Roth Capital likes IMAX partnership with Disney-ABC, Marvel Television
Following IMAX's (IMAX) announcement of its partnership with Disney's (DIS) ABC and Marvel Television to have the new TV series "The InHumans" first two episodes debut exclusively on the company's network, Roth Capital analyst Darren Aftahi says he likes this transaction. The analyst believes it diversifies IMAX away from its reliance on tent pole content, raises brand awareness, and gives it a financial participation in the ongoing success of TV series. He reiterates a Buy rating and $38 price target on IMAX's shares.
11/16/16
DBAB
11/16/16
UPGRADE
Target $112
DBAB
Buy
Disney upgraded to Buy from Hold at Deutsche Bank
Deutsche Bank analyst Bryan Kraft upgraded The Walt Disney Company to Buy citing increased confidence in the company's outlook for 2017. ESPN subscriber declines have improved and should improve further with the proliferation of streaming pay TV bundles in 2017, Kraft tells investors in a research note. He believes declines in the Consumer Products business will trough in the December quarter and feels the tough film comps for 2017 are well understood. Kraft has a $112 price target for Disney shares. The stock closed yesterday down 24c to $97.70.
11/16/16
11/16/16
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Disney (DIS) upgraded to Buy from Hold at Deutsche Bank with analyst Bryan Kraft citing increased confidence in the company's outlook for 2017. 2. Fitbit upgraded to Sector Weight from Underweight at Pacific Crest with analyst Brad Erickson citing valuation. 3. Copa Holdings (CPA) upgraded to Buy from Neutral at Goldman with analyst Marcio Prado saying Copa is well positioned for an expected recovery cycle given more rationalized sector capacity and improved yields, and structural advantages. 4. Fossil upgraded to Overweight from Underweight at Pacific Crest with analyst Edward Yruma saying he expects the company to benefit from continuing "strong momentum in wearables." 5. Juniper (JNPR) upgraded to Conviction Buy from Buy at Goldman with analyst Simona Jankowski saying she expects new switching products to drive top and bottom-line growth in 2017 and views valuation as attractive. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/17/16
SBSH
11/17/16
NO CHANGE
Target $117
SBSH
Buy
Citi views Disney's moves as blunting the bear thesis
Citi analyst Jason Bazinet believes Disney in 2016 made three "bold' announcements that are yet to be fully developed by the Street. First, the company in Q2 acquired a 33% stake in BAMTech. Second, it suggested it would use Hulu to launch a sports-centric linear TV service in early 2017. And third, management suggested they would launch a niche sports service for out-of-market games. These strategic pivots blunt the bear case which is centered on cord cutters, Bazinet tells investors in a research note. Disney bears are focused on the 2% of U.S. households that terminate their pay TV subscription each year, the analyst writes. He estimates that absent steps by Disney, cord cutting creates a financial headwind of about $300M a year. With Disney's three announcements, however, the $300M headwind could shrink each year and actually turn into a $100M EBIT tailwind by 2020, the analyst contends. Bazinet keeps a Buy rating on Disney with a $117 price target.
NFLX Netflix
$117.00

-0.51 (-0.43%)

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.
11/29/16
JPMS
11/29/16
NO CHANGE
Target $34
JPMS
Overweight
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.

TODAY'S FREE FLY STORIES

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AMD

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NUS

Nu Skin

$51.56

0.05 (0.10%)

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SNCR

Synchronoss

$42.59

-6.41 (-13.08%)

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$13.12

1.85 (16.42%)

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$42.59

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NVTA

Invitae

$6.98

-0.07 (-0.99%)

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MNK

Mallinckrodt

$53.72

0.16 (0.30%)

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  • 14

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CTIX

Cellceutix

$1.14

-0.045 (-3.80%)

07:33
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TMUS

T-Mobile

$55.99

0.97 (1.76%)

, SFTBF

SoftBank

$62.00

1.93 (3.21%)

07:33
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TMUS

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$55.99

0.97 (1.76%)

SFTBF

SoftBank

$62.00

1.93 (3.21%)

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Sprint

$8.17

0.12 (1.49%)

DISH

DISH

$58.51

1.85 (3.27%)

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AT&T

$39.35

0.72 (1.86%)

VZ

Verizon

$50.36

0.61 (1.23%)

03/08/13
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03/06/13
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NUS

Nu Skin

$51.56

0.05 (0.10%)

07:32
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CAL

Caleres

$33.80

0.28 (0.84%)

07:31
12/07/16
12/07
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07:31
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Caleres rating change  »

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SPGI

S&P Global

$113.57

-0.71 (-0.62%)

, CMCSA

Comcast

$68.70

0.02 (0.03%)

07:31
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SPGI

S&P Global

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CMCSA

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$68.70

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AMT

American Tower

$100.85

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HSNI

HSN, Inc.

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TGNA

TEGNA

$22.63

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Consolidated Communications

LBTYA

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$29.91

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TEVA

Teva

$35.03

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, COG

Cabot Oil & Gas

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TEVA

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FTK

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03/08/13
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CBS

CBS

$60.97

0.16 (0.26%)

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P

Pandora

$13.78

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LNCE

Snyder's-Lance

$36.81

0.23 (0.63%)

, LVS

Las Vegas Sands

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RKDA

Arcadia Biosciences

, SEED

Origin Agritech

$2.50

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RKDA

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SEED

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  • 07

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OSIS

OSI Systems

$76.45

0.51 (0.67%)

, ZIXI

ZixCorp

$4.45

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OSIS

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CGEN

Compugen

$6.10

0.1 (1.67%)

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  • 07

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CS

Credit Suisse

$14.69

1.01 (7.38%)

07:25
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EW

Edwards Lifesciences

$83.22

0.73 (0.88%)

07:25
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  • 08

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ARGS

Argos Therapeutics

$4.75

0.05 (1.06%)

07:25
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TCRD

THL Credit

$10.32

-0.02 (-0.19%)

, FSIC

FS Investment

$10.05

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$10.32

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Solar Capital

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TCPC

TCP Capital

$16.95

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MAIN

Main Street

$36.37

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TPG Specialty Lending

$18.49

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HTGC

Hercules Capital

$13.62

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KKR

KKR

$15.87

0.2 (1.28%)

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T. Rowe Price

$76.09

0.51 (0.67%)

APO

Apollo Global

$19.28

0.03 (0.16%)

BX

Blackstone

$26.55

0.15 (0.57%)

GS

Goldman Sachs

$231.38

2.83 (1.24%)

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Wells Fargo

$55.55

1.2 (2.21%)

ARCC

Ares Capital

$16.31

0.17 (1.05%)

MCC

Medley Capital

$7.63

-0.04 (-0.52%)

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WDC

Western Digital

$63.85

1.76 (2.83%)

07:24
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