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NFLX

Netflix

$129.89

-1.06 (-0.81%)

, FB

Facebook

$124.35

-0.55 (-0.44%)

06:39
01/11/17
01/11
06:39
01/11/17
06:39

JPMogan sees Netflix as 'cleaner story' into 2017

JPMorgan analyst Doug Anmuth says Netflix (NFLX), his number two large-cap Internet pick behind Facebook (FB), sets up as a "cleaner story" into 2017. Pricing changes are behind the company while revenue accretion will be realized from higher selling prices and global profitability is increasing, Anmuth tells investors in a research note. He thinks Netflix can add more U.S. and international subscribers in 2017 than 2016 and expects the stock to outperform. The analyst has an Outperform rating on the stock with a $140 price target.

NFLX

Netflix

$129.89

-1.06 (-0.81%)

FB

Facebook

$124.35

-0.55 (-0.44%)

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NFLX Netflix
$129.89

-1.06 (-0.81%)

12/21/16
STFL
12/21/16
NO CHANGE
STFL
Netflix likely to add more subscribers in 2017 than in 2016, says Stifel
Stifel analyst Scott Devitt raised his 2017 subscriber estimate for Netflix by 1.1M, and he now expects the company to add more subscribers in 2017 than it did in 2016. The analyst says that the company's content will be "compelling" in 2017, while it has easier comps and more experience in its newest international markets. The analyst raised his price target on the shares to $150 from $140 and keeps a Buy rating on the stock.
01/06/17
UBSW
01/06/17
NO CHANGE
Target $119
UBSW
Neutral
Holiday strength already priced into Netflix shares, says UBS
UBS analyst Douglas Mitchelson said the UBS Evidence Lab app tracking shows there was holiday strength in Netflix, but he believes the strength has already been priced into the shares. The tracking shows strength in North and Latin America and shows growth in Europe, said Mitchelson, who maintained his Neutral rating and $119 price target on Netflix shares.
01/10/17
FBCO
01/10/17
NO CHANGE
Target $125
FBCO
Outperform
Disney deal for Netflix 'hard to justify' at current levels, says Credit Suisse
Credit Suisse analyst Omar Sheikh weighed in on the debate as to whether Disney (DIS) should bid to acquire Netflix (NFLX), concluding that the dilution to earnings, free cash flow and to returns at the current share price would be prohibitive. Additionally, the strategic pressure to acquire a distributor is moderating with industry trends improving, Sheikh tells investors. However, this debate is unlikely to go away, given the pending merger of AT&T (T) and Time Warner (TWX), the continued growth of subscription video on demand aggregators and Disney's upcoming sports rights renewals, adds Sheikh, who keeps an Outperform rating and $125 price target on Disney shares.
01/10/17
JPMS
01/10/17
NO CHANGE
Target $165
JPMS
Overweight
JPMorgan reiterates Facebook as top large-cap Internet pick
JPMorgan analyst Doug Anmuth reiterates Facebook (FB) as hit top 2017 large-cap pick in the Internet space with an Overweight rating and $165 price target. Despite rallying 9% year-to-date, and trading only 6% below its all-time high reached on October 24, overall enthusiasm toward Facebook shares "remains somewhat muted," Anmuth tells investors in a research note. Concerns around revenue deceleration, slowing ad load growth, fake news and ad metrics have contributed to the "recent wall of worry," the analyst contends. Anmuth views the fears as largely overdone and thinks they create a good buying opportunity. The analyst also likes Netflix (NFLX) and Alphabet (GOOG) among large-caps and Yelp (YELP) and Match Group (MTCH) among small- and mid-caps.
FB Facebook
$124.35

-0.55 (-0.44%)

01/05/17
PIPR
01/05/17
NO CHANGE
Target $150
PIPR
Overweight
Piper cuts Facebook target to $150 on peer multiples
Piper Jaffray analyst Samuel Kemp lowered his price target for Facebook shares to $150 from $185 to "better reflect the company's peer multiples." The stock closed yesterday up $1.83 to $118.69. A multiple of 13.5 times 2018 EBITDA expectations seems appropriate, Kemp tells investors in a research note. After initiating a long-term revenue outlook to reflect the individual contributions from Instagram and WhatsApp/ Messenger, however, the analyst is "more constructive" on Facebook's long-term fundamentals and continues to view the stock as undervalued. Putting together core Facebook, Instagram and WhatsApp/Messenger, Kemp arrives at a business that is roughly inline with Street estimates over the near term and triple revenue overall over the next decade, excluding the potential in Facebook's Oculus business. He keeps an Overweight rating on the shares.
01/09/17
OPCO
01/09/17
NO CHANGE
Target $144
OPCO
Outperform
Facebook pullback creates entry point, says Oppenheimer
Oppenheimer analyst Jason Helfstein says the recent pullback in Facebook's shares creates entry point, and notes it is his top large-cap pick for 2017. The analyst points out that shopping ads gained "significant" traction during the holidays, Facebook usage surged ahead of U.S. presidential election, and Instagram momentum is accelerating, driven by product innovation. He reiterates an Outperform rating and $144 price target on the shares.
01/10/17
COWN
01/10/17
NO CHANGE
COWN
Cowen raises media stock targets as survey shows digital acceleration continues
Cowen analysts John Blackledge and Tom Champion said the firm's proprietary Ad Survey shows digital continues to show acceleration, leading them to raise their price targets on some media stocks. Blackledge raised his digital ad forecast, sees mobile advertising at a tipping point, and sees video as the biggest share gainer within digital, at the expense of display. Blackledge raised his price target on Facebook (FB) to $156 from $150, and his Alphabet (GOOG) target to $1,050 from $1,000. Champion raised his price target on Criteo (CRTO) shares to $55 from $53.

TODAY'S FREE FLY STORIES

SYMC

Symantec

$27.52

-0.35 (-1.26%)

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NICE

Nice

$92.63

0.67 (0.73%)

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OKTA

Okta

$26.78

0.43 (1.63%)

04:55
01/18/18
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Okta management to meet with KeyBanc »

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SSW

Seaspan

$6.99

-0.13 (-1.83%)

04:55
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Seaspan management to meet with Seaport Global »

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NFLX

Netflix

$217.50

-4.03 (-1.82%)

, AMZN

Amazon.com

$1,295.00

-9.86 (-0.76%)

04:55
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01/18
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Conference/Events
Wedbush digital media analyst hosts a luncheon meeting »

Digital Media Analyst…

NFLX

Netflix

$217.50

-4.03 (-1.82%)

AMZN

Amazon.com

$1,295.00

-9.86 (-0.76%)

GOOG

Alphabet

$1,131.98

10.22 (0.91%)

GOOGL

Alphabet Class A

$1,139.10

8.4 (0.74%)

FB

Facebook

$177.60

-0.79 (-0.44%)

TWX

Time Warner

$92.17

0.26 (0.28%)

DIS

Disney

$111.97

1.28 (1.16%)

FOXA

21st Century Fox

$37.11

0.82 (2.26%)

ROKU

Roku

$41.54

2.35 (6.00%)

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MVC

MVC Capital

$10.60

-0.12 (-1.12%)

04:55
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01/18
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MVC Capital management to meet with JMP Securities »

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Breaking General news story  »

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MNST

Monster Beverage

$67.07

2.51 (3.89%)

04:55
01/18/18
01/18
04:55
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04:55
Conference/Events
Monster Beverage to host investor meeting »

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RBC Capital telecom services analyst hosts luncheon »

Telecom Services Analyst…

ABM

ABM

$38.73

0.26 (0.68%)

04:55
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01/18
04:55
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04:55
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ABM to host investor day »

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MDXG

MiMedx

$14.09

0.15 (1.08%)

04:55
01/18/18
01/18
04:55
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04:55
Conference/Events
MiMedx to hold a conference call »

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  • 18

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SITE

SiteOne Landscape

$72.27

1.09 (1.53%)

04:55
01/18/18
01/18
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Conference/Events
SiteOne Landscape management to meet with William Blair »

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  • 18

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Breaking General news story  »

Cleveland Federal Reserve…

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Conference/Events
Bernstein European food analyst holds an analyst/industry conference call »

European Food &…

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Deutsche Bank to hold a conference »

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KEYW

KEYW

$6.51

0.05 (0.77%)

04:55
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KEYW management to meet with RBC Capital »

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DSW

DSW

$21.07

0.44 (2.13%)

04:55
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DSW management to meet with Jefferies »

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DIS

Disney

$111.97

1.28 (1.16%)

, VIA

Viacom

$37.85

0.95 (2.57%)

04:55
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FBN Securities media analyst to hold an analyst/industry conference call »

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DIS

Disney

$111.97

1.28 (1.16%)

VIA

Viacom

$37.85

0.95 (2.57%)

TWX

Time Warner

$92.17

0.26 (0.28%)

CMCSA

Comcast

$41.68

-0.14 (-0.33%)

SPB

Spectrum Brands

$125.16

-0.07 (-0.06%)

DISH

Dish

$45.45

-2.54 (-5.29%)

NFLX

Netflix

$217.50

-4.03 (-1.82%)

AMZN

Amazon.com

$1,295.00

-9.86 (-0.76%)

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AEIS

Advanced Energy

$75.01

3.17 (4.41%)

, TREE

LendingTree

$372.75

12.75 (3.54%)

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Needham to hold a conference »

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AEIS

Advanced Energy

$75.01

3.17 (4.41%)

TREE

LendingTree

$372.75

12.75 (3.54%)

RMNI

Rimini Street

$8.54

0.14 (1.67%)

IPGP

IPG Photonics

$260.95

0.66 (0.25%)

A

Agilent

$72.06

0.83 (1.17%)

GSIT

GSI Technology

$8.16

-0.01 (-0.12%)

B

Barnes Group

$67.60

0.28 (0.42%)

NATI

National Instruments

$46.07

1.38 (3.09%)

AIRG

Airgain

$9.31

0.06 (0.65%)

CRAY

Cray

ESIO

Electro Scientific

$22.01

1.91 (9.50%)

TYL

Tyler Technologies

$191.28

1.65 (0.87%)

CRAI

CRA International

$47.90

0.63 (1.33%)

LSCC

Lattice Semiconductor

$6.45

0.23 (3.70%)

HLIT

Harmonic

$4.00

0.1 (2.56%)

IOTS

Adesto Technologies

$6.70

0.25 (3.88%)

RESN

Resonant

$6.99

0.2 (2.95%)

VG

Vonage

$10.96

0.21 (1.95%)

VSH

Vishay

$22.10

0.7 (3.27%)

IMI

Intermolecular

$1.46

0.09 (6.57%)

AQ

Aquantia

$11.22

0.55 (5.15%)

AOSL

Alpha & Omega

$17.65

0.25 (1.44%)

WWE

WWE

$32.82

0.93 (2.92%)

CTS

CTS Corporation

$27.15

0.4 (1.50%)

DIOD

Diodes

$29.57

0.53 (1.83%)

FN

Fabrinet

$29.11

0.24 (0.83%)

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IZEA

Izea

$4.88

-0.58 (-10.62%)

04:55
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Izea to hold a conference call »

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Week of 1/8 Money Supply…

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