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LMCA

Liberty Media

$30.61

-1.09 (-3.44%)

, TMUS

T-Mobile

$56.67

-0.1 (-0.18%)

13:55
01/10/17
01/10
13:55
01/10/17
13:55

Liberty Media's Malone thinks cable companies could buy T-Mobile, Bloomberg says

John Malone, the chairman of Liberty Media (LMCA) and one of the largest shareholders of Lions Gate (LGF.A, LGF.B), says he thinks the Trump presidency could spark a new wave of consolidation and believes the three major cable companies -- Comcast (CMCSA, CMCSK), Charter (CHTR) and Cox Communications -- could "get together and buy T-Mobile (TMUS)," Bloomberg reports, citing comments made at a Lions Gate investor event. "One could contemplate in a Trump administration Comcast and Charter could merge," Malone also said. Reference Link

LMCA

Liberty Media

$30.61

-1.09 (-3.44%)

TMUS

T-Mobile

$56.67

-0.1 (-0.18%)

CHTR

Charter

$296.26

-1.9 (-0.64%)

CMCSA

Comcast

$70.83

0.56 (0.80%)

CMCSK

Comcast

LGF.A

Lionsgate, also use LGF.B

$27.90

0.26 (0.94%)

LGF.B

Lionsgate, also use LGF.A

$26.31

0.3028 (1.16%)

  • 17

    Jan

  • 26

    Jan

LMCA Liberty Media
$30.61

-1.09 (-3.44%)

09/13/16
SBSH
09/13/16
UPGRADE
Target $32
SBSH
Buy
Liberty Media upgraded to Buy from Neutral at Citi
Citi analyst Jason Bazinet upgraded Liberty Media Group to Buy saying the Formula One acquisition is transformative. The analyst likes the deal and believes it was done at an attractive valuation for F1. He upped his price target for Liberty Media shares to $32 from $22.
09/26/16
WDLK
09/26/16
DOWNGRADE
Target $31
WDLK
Hold
Liberty Media downgraded to Hold from Buy at Wunderlich
Wunderlich analyst Matt Harrigan downgraded Liberty Media Group to Hold citing valuation. The analyst believes the shares at current levels reflect the growth from the F1 acquisition. Harrigan raised his price target for the Liberty Media shares to $31.
01/09/17
SBSH
01/09/17
DOWNGRADE
Target $32
SBSH
Neutral
Liberty Media downgraded to Neutral from Buy at Citi
Citi analyst Jason Bazinet downgraded Liberty Media Group to Neutral citing some near-term risks around the Formula One deal. The circuit could shrink in 2017 and again in 2019, while F1 owners' willingness to sell their Liberty Media equity privately at 20% below the prevailing public price is troubling, Bazinet tells investors in a research note. He keeps a $32 price target for the shares.
11/21/16
FBNS
11/21/16
DOWNGRADE
FBNS
Sector Perform
Liberty Media downgraded to Sector Perform from Outperform at FBN Securities
TMUS T-Mobile
$56.67

-0.1 (-0.18%)

01/10/17
01/10/17
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. Moody's (MCO) was downgraded to Equal Weight from Overweight at Barclays and to Neutral from Buy at UBS. 2. Goldman Sachs (GS) and Comerica (CMA) were downgraded to Sell from Neutral at Citi. 3. T-Mobile (TMUS) downgraded to Neutral from Buy at MoffettNathanson. 4. AMAG Pharmaceuticals (AMAG) downgraded to Market Perform from Outperform at Leerink and to Neutral from Buy at Janney Capital. 5. BP (BP) downgraded to Market Perform from Outperform at BMO Capital analyst Brendan Warn citing his belief that the company will make a major acquisition this year. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/10/17
MOFT
01/10/17
DOWNGRADE
MOFT
Neutral
T-Mobile downgraded to Neutral from Buy at MoffettNathanson
01/05/17
FBRC
01/05/17
NO CHANGE
Target $11
FBRC
Outperform
Sprint price target raised to $11 from $8 at FBR Capital
FBR Capital analyst David Dixon raised his price target for Sprint (S) to $11 saying the introduction of higher-power devices this year should drive improved subscriber and free cash flow growth. The passage of the High Power User Equipment by the 3GPP standards body should raise Sprint's spectrum-portfolio value, increasing the asset's appeal across the industry as well as the probability of a merger with T-Mobile (TMUS) under a new Republican-led Administration, Dixon tells investors in a research note. He keeps an Outperform rating on Sprint shares.
12/21/16
OPCO
12/21/16
NO CHANGE
OPCO
T-Mobile could be worth $80/share in potential takeover, says Oppenheimer
Oppenheimer analyst Timothy Horan continues to believe that either Comcast (CMCSA; CMCSK) or Sprint (S) is the likely merger partner for T-Mobile (TMUS), potentially prompting a bidding war. Moreover, the analyst believes it is not unreasonable for Comcast or Sprint to pay $80/share for T-Mobile, or even higher. Commenting on Microsoft's (MSFT) valuation, Horan says he examined the sum of its parts, valuing Azure, its Cloud Software, and "legacy Microsoft" to arrive at a conservative $70 valuation. Additionally, he sees a major inflection in top/bottom-line growth in 2019 as Microsoft's cloud services, specifically Azure, grow more rapidly/profitably than the Wall Street expects.
CHTR Charter
$296.26

-1.9 (-0.64%)

12/06/16
RBCM
12/06/16
INITIATION
Target $325
RBCM
Outperform
Charter initiated with an Outperform at RBC Capital
RBC Capital analyst Jonathan Atkin initiated Charter with an Outperform and a $325 price target.
11/10/16
MOFT
11/10/16
DOWNGRADE
MOFT
Neutral
Charter downgraded to Neutral from Buy at MoffettNathanson
10/25/16
MSCN
10/25/16
NO CHANGE
MSCN
Charter estimates lowered on September deceleration at MScience
12/06/16
12/06/16
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. Pandora (P) initiated with a Buy at Aegis. 2. McCormick (MKC) initiated with a Buy at BofA/Merrill. 3. Skechers (SKX) initiated with an Outperform at Wells Fargo. 4. J.M. Smucker (SJM) initiated with a Neutral at BofA/Merrill. 5. Charter (CHTR) initiated with an Outperform at RBC Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
CMCSA Comcast
$70.83

0.56 (0.80%)

12/13/16
12/13/16
UPGRADE
Target $24

Buy
SeaWorld upgraded to Buy on better Orlando outlook at Janney Capital
As previously reported, Janney Capital analyst Tyler Batory upgraded SeaWorld (SEAS) to Buy from Neutral based on his expectation for better performance from its Orlando park given a recent price increase, which he views as sustainable given the company's recent investments and upcoming virtual reality plans. He also believes the drive and overnight segment can help offset some competitive pressures from Disney (DIS) and Universal's (CMCSA) parks and raised his fair value estimate on SeaWorld shares to $24 from $16.
12/19/16
JEFF
12/19/16
NO CHANGE
Target $80
JEFF
Buy
Jefferies sees Comcast fears as overstated, ups target to $80
Jefferies analyst Mike McCormack raised his price target for Comcast to $80 from $77 saying fears of cord cutting and 5G competition are overstated. Comcast is positioned to add video subscribers for the second straight year while broadband adds should remain "robust" given speed investments and churn benefits, McCormack tells investors in a research note. He also believes investors should expect another double digit dividend hike. The analyst keeps a Buy rating on Comcast.
01/03/17
BTIG
01/03/17
NO CHANGE
BTIG
BTIG views Zayo as potential target for cable operators
An acquisition of Zayo Group (ZAYO) could extend the fiber footprint of cable operators like Comcast (CMCSA), BTIG analyst Walter Piecyk tells investors in a research note. He views Zayo's $13B enterprise value as "digestible" for the cable companies, but notes Verizon Communications (VZ) or Crown Castle (CCI) could be interested in a competitive bid should Zayo be "put in play." Shares of Zayo are up 16c to $33.02 in afternoon trading.
CMCSK Comcast

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.
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.
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.
LGF.A Lionsgate, also use LGF.B
$27.90

0.26 (0.94%)

01/06/17
LYON
01/06/17
INITIATION
Target $29
LYON
Outperform
Lionsgate initiated with an Outperform at CLSA
CLSA analyst Vasily Karasyov initiated Lions Gate (LGF.B) with an Outperform and a $29 price target saying cashflow generation capacity following the acquisition of Starz shows the company can delever to 3.8x from 5.3x in 12 months.
LGF.B Lionsgate, also use LGF.A
$26.31

0.3028 (1.16%)

TODAY'S FREE FLY STORIES

JPM

JPMorgan

$83.67

0.37 (0.44%)

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SRE

Sempra Energy

$102.44

0.36 (0.35%)

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Sempra Energy

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GM

General Motors

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F

Ford

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QCOM

Qualcomm

$62.88

-1.56 (-2.42%)

, AAPL

Apple

$120.00

0.22 (0.18%)

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Qualcomm

$62.88

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Apple

$120.00

0.22 (0.18%)

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GRAM

Grana y Montero

$4.59

-0.09 (-1.92%)

15:04
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Grana y Montero says Peru pipeline won't meet financial closing deadline »

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BOH

Bank of Hawaii

$88.27

1.24 (1.42%)

15:00
01/22/17
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15:00
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Bank of Hawaii appoints Shigemura as CFO, Lucien as strategy chief »

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  • 23

    Jan

ASML

ASML

$122.05

0.19 (0.16%)

, AMAT

Applied Materials

$33.84

0.09 (0.27%)

14:29
01/22/17
01/22
14:29
01/22/17
14:29
Periodicals
Applied Materials, ASML offer divergent risks, rewards, Barron's says »

As tech giants continue…

ASML

ASML

$122.05

0.19 (0.16%)

AMAT

Applied Materials

$33.84

0.09 (0.27%)

03/08/13
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03/06/13
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03/06/13
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  • 23

    Jan

ZBH

Zimmer Biomet

$113.65

-0.93 (-0.81%)

, VIA

Viacom

$44.40

1.15 (2.66%)

14:19
01/22/17
01/22
14:19
01/22/17
14:19
Periodicals
Mario Gabelli: Viacom could double in three years, Barron's says »

Speaking in the 2017…

ZBH

Zimmer Biomet

$113.65

-0.93 (-0.81%)

VIA

Viacom

$44.40

1.15 (2.66%)

VIAB

Viacom

$40.23

0.43 (1.08%)

HRI

Herc Rentals

$43.12

-0.05 (-0.12%)

CNHI

CNH Industrial

$9.25

0.21 (2.32%)

FIZZ

National Beverage

$47.14

0.82 (1.77%)

LYV

Live Nation

$27.43

0.09 (0.33%)

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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  • 31

    Jan

  • 09

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  • 09

    Feb

KSU

Kansas City Southern

$87.91

3.41 (4.04%)

14:15
01/22/17
01/22
14:15
01/22/17
14:15
Conference/Events
Kansas City Southern management to meet with Loop Capital »

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  • 31

    Jan

FRTA

Forterra

$19.47

0.2 (1.04%)

14:06
01/22/17
01/22
14:06
01/22/17
14:06
Conference/Events
Forterra management to meet with RBC Capital »

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  • 23

    Jan

JE

Just Energy

$5.55

0.04 (0.73%)

14:03
01/22/17
01/22
14:03
01/22/17
14:03
Conference/Events
Just Energy management to meet with RBC Capital »

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PRU

Prudential

$105.59

0.83 (0.79%)

14:01
01/22/17
01/22
14:01
01/22/17
14:01
Conference/Events
Prudential management to meet with RBC Capital »

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  • 25

    Jan

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NFLX

Netflix

$138.60

0.19 (0.14%)

13:53
01/22/17
01/22
13:53
01/22/17
13:53
Periodicals
'Risky' to bet against Netflix, Barron's says »

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  • 28

    Feb

CYNO

Cynosure

$43.85

-0.15 (-0.34%)

, AGN

Allergan

$214.34

-0.24 (-0.11%)

13:48
01/22/17
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13:48
Periodicals
Cynosure explores strategic alternatives, Bloomberg says »

Cynosure (CYNO) is…

CYNO

Cynosure

$43.85

-0.15 (-0.34%)

AGN

Allergan

$214.34

-0.24 (-0.11%)

03/08/13
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03/06/13
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  • 07

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CF

CF Industries

$34.20

1.95 (6.05%)

13:41
01/22/17
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CF Industries investors should take profits, Barron's says »

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DIS

Disney

$107.66

0.38 (0.35%)

13:36
01/22/17
01/22
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Periodicals
Disney remains challenged, Barron's says »

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  • 07

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YHOO

Yahoo

$42.05

-0.04 (-0.10%)

, VZ

Verizon

$52.72

0.36 (0.69%)

13:28
01/22/17
01/22
13:28
01/22/17
13:28
Periodicals
Yahoo looks appealing, Barron's says »

Yahoo (YHOO) "looks…

YHOO

Yahoo

$42.05

-0.04 (-0.10%)

VZ

Verizon

$52.72

0.36 (0.69%)

BABA

Alibaba

$96.06

-0.11 (-0.11%)

03/08/13
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03/06/13
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  • 24

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    Feb

PDCO

Patterson Companies

$40.84

0.15 (0.37%)

, XRAY

Dentsply Sirona

$56.01

0.34 (0.61%)

13:10
01/22/17
01/22
13:10
01/22/17
13:10
Periodicals
Patterson Companies could offer 20% return, Barron's says »

The recent decline in…

PDCO

Patterson Companies

$40.84

0.15 (0.37%)

XRAY

Dentsply Sirona

$56.01

0.34 (0.61%)

03/08/13
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GME

GameStop

$23.58

0.27 (1.16%)

12:52
01/22/17
01/22
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12:52
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GameStop could be a winner, Barron's says »

GameStop has been…

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  • 28

    Feb

GOOG

Alphabet

$805.02

2.845 (0.35%)

, GOOGL

Alphabet Class A

$828.17

3.8 (0.46%)

12:41
01/22/17
01/22
12:41
01/22/17
12:41
Periodicals
Alphabet could top $1,000 in a year, Barron's says »

Shares of Alphabet look…

GOOG

Alphabet

$805.02

2.845 (0.35%)

GOOGL

Alphabet Class A

$828.17

3.8 (0.46%)

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  • 23

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SKLN

Skyline Medical

$2.30

-0.12 (-4.96%)

16:50
01/21/17
01/21
16:50
01/21/17
16:50
Conference/Events
Skyline Medical to host special shareholder meeting »

Special Shareholder…

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SYMC

Symantec

$26.65

0.09 (0.34%)

, LOCK

LifeLock

$23.93

-0.01 (-0.04%)

16:38
01/21/17
01/21
16:38
01/21/17
16:38
Conference/Events
LifeLock to host special shareholder meeting »

Special Shareholder…

SYMC

Symantec

$26.65

0.09 (0.34%)

LOCK

LifeLock

$23.93

-0.01 (-0.04%)

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CMLS

Cumulus Media

16:25
01/21/17
01/21
16:25
01/21/17
16:25
Conference/Events
Cumulus Media to host special shareholder meeting »

Special Shareholder…

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AREX

Approach Resources

$3.17

0.03 (0.96%)

16:20
01/21/17
01/21
16:20
01/21/17
16:20
Conference/Events
Approach Resources to host special shareholder meeting »

Special Shareholder…

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ERI

Eldorado Resorts

$15.50

-0.05 (-0.32%)

, ISLE

Isle of Capri

$23.75

-0.04 (-0.17%)

15:49
01/21/17
01/21
15:49
01/21/17
15:49
Conference/Events
Isle of Capri to host special shareholder meeting »

Special Shareholder…

ERI

Eldorado Resorts

$15.50

-0.05 (-0.32%)

ISLE

Isle of Capri

$23.75

-0.04 (-0.17%)

03/08/13
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  • 25

    Jan

ISLE

Isle of Capri

$23.75

-0.04 (-0.17%)

, ERI

Eldorado Resorts

$15.50

-0.05 (-0.32%)

15:45
01/21/17
01/21
15:45
01/21/17
15:45
Conference/Events
Eldorado Resorts to host special shareholder meeting »

Special Shareholder…

ISLE

Isle of Capri

$23.75

-0.04 (-0.17%)

ERI

Eldorado Resorts

$15.50

-0.05 (-0.32%)

03/08/13
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