UBS noted Charter's (CHTR) largest shareholder John Malone said if the deal between Time Warner Cable (TWC) and Comcast (CMCSA) breaks, Charter would resume its pursuit of Time Warner. UBS believes Charter would also proceed with its planned purchase of Bright House as well, but the firm noted that it believes approval of Comcast's deal is more likely than the deal being completely blocked.

Scotiabank lowered the firm's price target on Comcast to $47.25 from $50 and keeps a Sector Perform rating on the shares. The company's broadband subscriber base continues to have elevated pressures, the analyst tells investors. In the upcoming quarters, broadband loading is expected to remain negative and potentially accelerate as fixed wireless access operators expand coverage in areas, the firm says. Scotiabank believes multiples will not expand until pressure on broadband subs diminish, the firm adds.

Check out this morning's top movers from around Wall Street, compiled by The Fly.  HIGHER - U... To see the rest of the story go to thefly.com. See Story Here

Reports Q1 revenue $13.68B, consensus $13.74B.

Pivotal Research analyst Jeffrey Wlodarczak lowered the firm's price target on Comcast (CMCSA) to $48 from $55 and keeps a Buy rating on the shares. Comcast reported an-line Q1 results but the competitive environment appears to be intensifying, the analyst tells investors in a research note. The firm believes there is an "outside shot" that Comcast could make a play for Warner Bros. Discovery (WBD) "given it can probably get the asset relatively inexpensively and it would clearly boost their scale in content," says Pivotal.

Notable companies reporting before tomorrow's open, with earnings consensus, include Exxon Mobil (XOM), consensus $2.20... Chevron (CVX), consensus $2.87... AbbVie (ABBV), consensus $2.23... HCA Healthcare (HCA), consensus $5.01... Colgate-Palmolive (CL), consensus 81c... Charter (CHTR), consensus $7.92... AutoNation (AN), consensus $4.27.

Check out this morning's top movers from around Wall Street, compiled by The Fly.  UP AFTER EARNINGS... To see the rest of the story go to thefly.com. See Story Here

Notable companies reporting before tomorrow's open, with earnings consensus, include Merck (MRK), consensus $1.87... Caterpillar (CAT), consensus $5.14... Comcast (CMSCA), consensus 99c... Honeywell (HON), consensus $2.17... Bristol-Myers (BMY), consensus ($4.44)... Altria (MO), consensus $1.15... Keurig Dr. Pepper (KDP), consensus 35c... GE Vernova (GEV), consensus (37c)... Royal Caribbean (RCL), consensus $1.33... Tractor Supply (TSCO), consensus $1.72... Mobileye (MBLY), consensus (6c)... Textron (TXT), consensus $1.23... LabCorp (LH), consensus $3.48... Southwest Airlines (LUV), consensus (34c)... American Airlines (AAL), consensus (29c)... Harley-Davidson (HOG), consensus $1.51.

Comcast (CMCSA) is scheduled to announce quarterly results on April 25, while Paramount (PARA) and Warner Bros. Discovery (WBD) are... To see the rest of the story go to thefly.com. See Story Here