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TWX

Time Warner

$91.10

0.405 (0.45%)

, AMZN

Amazon.com

$756.40

9.91 (1.33%)

15:12
11/18/16
11/18
15:12
11/18/16
15:12

Amazon near deal to add HBO Now to Channels service, The Information says

TWX

Time Warner

$91.10

0.405 (0.45%)

AMZN

Amazon.com

$756.40

9.91 (1.33%)

NFLX

Netflix

$115.03

-0.16 (-0.14%)

  • 18

    Nov

  • 28

    Nov

  • 29

    Nov

  • 05

    Dec

TWX Time Warner
$91.10

0.405 (0.45%)

11/07/16
11/07/16
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. Time Warner (TWX) upgraded to Outperform from Neutral at Credit Suisse with analyst Omar Sheikh citing attractive valuation. 2. Waste Management (WM) upgraded to Overweight from Equal Weight at Barclays with analyst Jon Windham saying the recent pullback in shares provides a buying opportunity given the company's "strong" underlying fundamentals. 3. Parker-Hannifin (PH) upgraded to Buy from Hold at Evercore ISI and to Overweight from Equal Weight at Morgan Stanley. 4. Biogen (BIIB) upgraded to Overweight from Neutral at Piper Jaffray with analyst Joshua Schimmer saying the company still has time to "get its act together to maximize the value of its SMA franchise, and stop being M&A disciplined/pipeline-undisciplined." 5. Cummins (CMI) upgraded to Buy from Hold at Evercore ISI with analyst David Raso citing lowered expectations, valuation, and accelerating inflation. 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
11/17/16
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. Microsoft (MSFT) upgraded to Buy from Neutral at Goldman with analyst Heather Bellini saying Azure is the number two market share vendor in the cloud space, and has grown 100% or more year-over-year eight of the last 10 quarters. 2. Time Warner (TWX) upgraded to Buy from Sell at MoffettNathanson. 3. First Solar (FSLR) upgraded at JMP Securities with analyst Joseph Osha citing valuation. 4. KBR (KBR) upgraded to Buy from Neutral at BofA Merrill Lynch with analyst Anna Kaminskaya saying she expects structurally higher defense spending to drive a re-rating in KBR and sees less risk of cost overruns in the E&C business given lower reliance on fixed priced contracts and diversification into smaller sized service projects. 5. Liberty Interactive (QVCA) upgraded to Buy from Neutral at BofA Merrill Lynch with analyst Heather Balsky saying she has increased confidence in a return to positive US sales growth and expects multiple expansion as sales improve. 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
MOFT
11/17/16
UPGRADE
MOFT
Buy
Time Warner upgraded to Buy from Sell at MoffettNathanson
11/08/16
OPCO
11/08/16
DOWNGRADE
OPCO
Perform
AT&T downgraded to Perform from Outperform at Oppenheimer
Oppenheimer analyst Timothy Horan downgraded AT&T (T) to Perform saying CenturyLink's (CTL) dividend is "relatively more attractive." The analyst this morning upgraded CenturyLink to Outperform. Horan also believes AT&T's acquisition of Time Warner (TWX) will face higher regulatory hurtles than CenturyLink's deal for Level 3 (LVLT). He expects the Time Warner deal to take 15 months to complete versus nine months for the Level 3 acquisition.
AMZN Amazon.com
$756.40

9.91 (1.33%)

11/11/16
LOOP
11/11/16
NO CHANGE
LOOP
Loop Capital sees U.S.-centric internet names outperforming in near-term
Following the election of Donald Trump as President and the Republican sweep in D.C., large cap internet names, those with more international revenues, and China-based companies have been underperforming, noted Loop Capital analyst Blake Harper. Larger caps, such as Alphabet (GOOG), Amazon (AMZN) and Facebook (FB), could continue to see more pressure given the potential for more restrictive trade and antitrust policies, while internet companies the large majority of their revenues from the U.S. and a narrower market focus - such as Angie's List (ANGI), Care.com (CRCM), GrubHub (GRUB), Quotient (QUOT), Bankrate (RATE), LendingTree (TREE), TrueCar (TRUE) and Yelp (YELP) - should outperform in the near-term, contends Harper.
11/17/16
PIPR
11/17/16
NO CHANGE
PIPR
Piper sees Trump-related Internet selloff as 'rare opportunity'
Piper Jaffray analyst Gene Munster says he would be "buying the fear" priced into Internet mega-caps. Concerns of President-Elect Trump's impact on tech companies are being largely extrapolated from sound bites that are unlikely to manifest during Trump's presidency, Munster tells investors in a research note. The selloff in "best-in-class" large cap internet stocks Apple (AAPL), Amazon.com (AMZN), Alphabet (GOOG), Facebook (FB) and Netflix (NFLX) presents a "rare opportunity," Munster writes. He believes Trump's threats towards Amazon are without merit and that net neutrality is unlikely to be reversed. He finds the valuations for each of the mega-caps "very attractive."
11/10/16
STFL
11/10/16
UPGRADE
Target $1900
STFL
Buy
Stifel calls Priceline a dominant franchise, upgrades to Buy
Stifel analyst Scott Devitt last night upgraded Priceline (PCLN) to Buy from Hold and upped his price target for the shares to $1,900 from $1,650. The company, given its recent growth execution and ability to "navigate competitive and macro headwinds," fits alongside other dominant internet franchises such as Amazon (AMZN), Google (GOOG, GOOGL), Facebook (FB) and Alibaba BABA), Devitt tells investors in a research note.
11/18/16
OPCO
11/18/16
NO CHANGE
OPCO
Public cloud infrastructure market will be $62B by 2020, says Oppenheimer
Oppenheimer analyst Timothy Horan says "the race is on" for public cloud providers to get as much of their customers' data on their respective cloud platforms as possible. The analyst believes Amazon (AMZN) Web Services, Microsoft (MSFT), and Alphabet's Google (GOOG; GOOGL) have ambitions to become the dominant OS of the cloud, and to do so these companies will aim to have integrated solutions from the infrastructure layer to services through first-party offerings and/or the development of a strong partner channel. He views AWS as the primary wholesale cloud platform and Microsoft as the enterprise platform. However, given the relative immaturity of the market and the massive $1T opportunity, all three have been successful focusing on multiple segments, Horan adds, noting that he expects the public cloud infrastructure market to be $62B by 2020.
NFLX Netflix
$115.03

-0.16 (-0.14%)

11/18/16
RBCM
11/18/16
NO CHANGE
RBCM
Internet stock weakness creates buying opportunity, says RBC Capital
EBC Capital analyst Mark Mahaney says that the 5%-10% decline in Internet stocks since the election has created more attractive long-term opportunities. The analyst does not expect the Trump Administration's policies to have a major impact on the fundamentals of the Internet sector. His favorite large-cap names in the sector are, in order, Netflix (NFLX), Facebook (FB), and Priceline (PCLN). His favorite small-cap names are, in order, Yelp (YELP), Criteo (CRTO), and GoDaddy (GDDY).
11/18/16
WBLR
11/18/16
NO CHANGE
WBLR
Outperform
William Blair calls Netflix net-neutrality fears overblown
Shares of Netflix are down about 8% since President-elect Donald Trump won the election, in part due to growing concerns about potential changes to net-neutrality, William Blair analyst Ralph Schackart tells investors in a research note. Netflix already has paying arrangements in place with the major Internet Service Providers in the United States, and any potential reversal of net-neutrality rules by the Federal Communications Commission would likely not supersede agreements that are already established, Schackart contends. As such, the analyst believes any changes to the rule would likely be a nonevent for Netflix. He remains a long-term believer in Netflix's original content strategy, the "inevitable" shift to over-the-stop streaming, and the company's ability to grow revenue faster than content costs. Schackart's "base case" valuation methodology points to a mid-$140s stock price and his "bull case" has a stock price of $185. Netflix closed yesterday at $115.03.
11/18/16
MACQ
11/18/16
NO CHANGE
MACQ
Netflix mentioned positively at M Science

TODAY'S FREE FLY STORIES

ASB

Associated Banc-Corp

$25.90

-0.15 (-0.58%)

, BKMU

BankMutual

$10.85

-0.1 (-0.91%)

16:46
01/23/18
01/23
16:46
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16:46
Hot Stocks
Associated receives regulatory approvals to acquire BankMutual »

Associated Banc-Corp…

ASB

Associated Banc-Corp

$25.90

-0.15 (-0.58%)

BKMU

BankMutual

$10.85

-0.1 (-0.91%)

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  • 25

    Jan

DKL

Delek Logistics

$32.80

0.5 (1.55%)

16:46
01/23/18
01/23
16:46
01/23/18
16:46
Hot Stocks
Delek Logistics raises quarterly dividend by 1.4% to 72.5c »

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  • 27

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NTIP

Network-1 Technologies

$2.60

0.1 (4.00%)

, GOOG

Alphabet

$1,169.97

14.16 (1.23%)

16:45
01/23/18
01/23
16:45
01/23/18
16:45
Hot Stocks
Network-1 Technologies receives favorable ruling from federal circuit court »

Network-1 Technologies…

NTIP

Network-1 Technologies

$2.60

0.1 (4.00%)

GOOG

Alphabet

$1,169.97

14.16 (1.23%)

GOOGL

Alphabet Class A

$1,176.17

12.01 (1.03%)

03/08/13
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  • 23

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    Feb

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    Feb

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    Feb

  • 18

    Mar

SIGM

Sigma Designs

$7.00

0.025 (0.36%)

16:45
01/23/18
01/23
16:45
01/23/18
16:45
Hot Stocks
Breaking Hot Stocks news story on Sigma Designs »

Sigma Designs trading…

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X

U.S. Steel

$40.06

0.75 (1.91%)

16:44
01/23/18
01/23
16:44
01/23/18
16:44
Hot Stocks
U.S. Steel 'pleased' with Presidential tariffs on certain imports »

United States Steel…

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  • 01

    Feb

UAL

United Continental

$77.97

1.1 (1.43%)

16:42
01/23/18
01/23
16:42
01/23/18
16:42
Hot Stocks
United Continental says 2017 a 'transition' year »

Says understands that…

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  • 23

    Jan

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    Jan

  • 21

    Mar

AUO

AU Optronics

$4.69

0.03 (0.64%)

16:42
01/23/18
01/23
16:42
01/23/18
16:42
Upgrade
AU Optronics rating change  »

AU Optronics upgraded to…

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AGII

Argo Group

$65.10

0.05 (0.08%)

16:41
01/23/18
01/23
16:41
01/23/18
16:41
Hot Stocks
Argo Group reports preliminary pre-tax catastrophe loss of $34M-$38M in Q4 »

Argo Group International…

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MGNX

MacroGenics

$20.25

0.83 (4.27%)

16:40
01/23/18
01/23
16:40
01/23/18
16:40
Hot Stocks
MacroGenics completes interim futility analysis of the Phase 3 SOPHIA trial »

MacroGenicsannounced…

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LPL

LG Display

$15.59

1.33 (9.33%)

16:38
01/23/18
01/23
16:38
01/23/18
16:38
Upgrade
LG Display rating change  »

LG Display upgraded to…

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GDS

GDS Holdings

$26.75

-0.22 (-0.82%)

16:37
01/23/18
01/23
16:37
01/23/18
16:37
Syndicate
Breaking Syndicate news story on GDS Holdings »

GDS Holdings files…

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16:36
01/23/18
01/23
16:36
01/23/18
16:36
General news
API crude inventories for week of January 19 »

API reports that crude…

NAVI

Navient

$13.44

-0.08 (-0.59%)

16:34
01/23/18
01/23
16:34
01/23/18
16:34
Earnings
Breaking Earnings news story on Navient »

Navient reports Q4 GAAP…

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  • 24

    Jan

FHN

First Horizon

$20.11

0.01 (0.05%)

16:34
01/23/18
01/23
16:34
01/23/18
16:34
Hot Stocks
First Horizon replaces share repurchase program »

The board of First…

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FHN

First Horizon

$20.11

0.01 (0.05%)

16:33
01/23/18
01/23
16:33
01/23/18
16:33
Hot Stocks
First Horizon increases quarterly dividend 33% »

First Horizon National…

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SD

SandRidge Energy

$19.29

-0.02 (-0.10%)

16:32
01/23/18
01/23
16:32
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16:32
Hot Stocks
SandRidge Energy: Not in best interests of holders to accept Ichan's proposal »

SandRidge Energy issued a…

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CQP

Cheniere Energy Partners

$31.30

0.41 (1.33%)

16:32
01/23/18
01/23
16:32
01/23/18
16:32
Hot Stocks
Cheniere Energy Partners raises dividend to 50c from 44c »

Cheniere Energy Partners,…

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  • 26

    Feb

GORO

Gold Resource

$4.97

0.05 (1.02%)

16:32
01/23/18
01/23
16:32
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16:32
Hot Stocks
Gold Resource to expand Arista Mine vein system »

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  • 29

    Jan

TRMK

Trustmark

$33.53

-0.03 (-0.09%)

16:31
01/23/18
01/23
16:31
01/23/18
16:31
Earnings
Trustmark reports Q4 adjusted EPS 48c, consensus 47c »

Gerard R. Host, President…

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  • 24

    Jan

16:30
01/23/18
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16:30
Options
Preliminary option volume of 22.5M today »

Preliminary option volume…

SBBP

Strongbridge Biopharma

$8.70

0.25 (2.96%)

16:27
01/23/18
01/23
16:27
01/23/18
16:27
Syndicate
Strongbridge Biopharma files to sell 5M shares of common stock »

JMP Securities is acting…

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TXN

Texas Instruments

$120.00

0.56 (0.47%)

16:26
01/23/18
01/23
16:26
01/23/18
16:26
Technical Analysis
Technical Take: Texas Instruments drops sharply after results »

The shares were last down…

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  • 23

    Jan

COF

Capital One

$105.71

0.22 (0.21%)

16:26
01/23/18
01/23
16:26
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16:26
Hot Stocks
Breaking Hot Stocks news story on Capital One »

Capital One reports Q4…

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  • 23

    Jan

JAX

J. Alexander's

$10.20

-0.3 (-2.86%)

16:26
01/23/18
01/23
16:26
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16:26
Hot Stocks
J. Alexander's major holders support 99 Restaurants acquisition »

Substantial holders of J.…

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  • 30

    Jan

TK

Teekay Corp.

$10.74

0.05 (0.47%)

16:25
01/23/18
01/23
16:25
01/23/18
16:25
Syndicate
Teekay Corp. 10M share Spot Secondary; price range $9.75-$10.00 »

Morgan Stanley,…

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