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CMCSA

Comcast

$39.01

0.72 (1.88%)

, CMCSK

Comcast

19:51
05/07/17
05/07
19:51
05/07/17
19:51

Comcast, Charter to form wireless partnership, WSJ reports

Comcast (CMCSA) and Charter (CHTR) are forming a wireless partnership, reports the Wall Street Journal, citing sources. The scope of the partnership is unclear, the report says. The sources told the Journal that it could be announced "shortly." Reference Link

CMCSA

Comcast

$39.01

0.72 (1.88%)

CMCSK

Comcast

CHTR

Charter

$334.78

12.18 (3.78%)

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CMCSA Comcast
$39.01

0.72 (1.88%)

04/20/17
WELS
04/20/17
NO CHANGE
WELS
Comcast shares attractive into Q1 results, says Wells Fargo
Wells Fargo says that Comcast's stock is very attractive ahead of its Q1 results. The firm increased its Q1 cable network and film estimates for the company, and raised its overall Q1 estimates above consensus levels. It keeps an Outperform rating on the shares.
04/20/17
BTIG
04/20/17
NO CHANGE
BTIG
Comcast should try 'hail mary' Charter acquisition, says BTIG
BTIG analyst Rich Greenfield makes the case that Comcast's (CMCSA) "window for M&A is simply to enticing too ignore" and lays out six potential targets that would "truly be transformative," with his top pick among the group being Charter (CHTR). A combination of Charter with Comcast would have "all of the benefits of the legacy Time Warner Cable deal with even more scale" and even though odds of approval are no better than 50/50, it is worth throwing that "hail-mary," Greenfield tells investors. The other five possible deals that Greenfield makes the case for are Disney (DIS), Verizon (VZ), Netflix (NFLX), T-Mobile (TMUS) and Snap Inc.'s (SNAP) Snapchat.
04/24/17
OPCO
04/24/17
NO CHANGE
OPCO
Sprint, DISH the only assets for sale, says Oppenheimer
Oppenheimer analyst Timothy Horan noted that wireless companies will be allowed to discuss M&A, and says he sees Sprint (S) and possibly DISH (DISH) as the only assets for sale. The analyst believes the most likely outcome is for consolidation around the four major wireless providers, something along the lines of Charter (CHTR)/Sprint, T-Mobile (TMUS)/Comcast (CMCSA; CMCSK), Verizon (VZ)/DISH, with AT&T's (T) position "fairly solidified" with DirectTV/Time Warner (TWX). Further, Horan suspects Sprint will be sold first, most likely to Charter, although T-Mobile is a possibility and could be the controlling company/management and likely paying a premium for Sprint.
04/26/17
FBCO
04/26/17
NO CHANGE
Target $37
FBCO
Outperform
Hulu stake could be for sale this year, says Credit Suisse
Credit Suisse analyst Omar Sheikh notes that Comcast (CMCSA; CMCSK) will be free to sell its 30% stake in Hulu from the end of 2017. The analyst believes there is a $100B domestic revenue opportunity for targeted TV advertising long-term, which vertically integrated networks/distributors will be in a strong position to exploit. Therefore, Sheikh argues that it would make sense for 21st Century Fox (FOX; FOXA) to acquire Comcast's stake in Hulu, if it becomes available, subject to valuation and appropriate programming supply agreements. He reiterates an Outperform rating and $37 price target on 21st Century Fox's shares.
CMCSK Comcast

02/03/17
OPCO
02/03/17
NO CHANGE
OPCO
Content/application acquisitions more likely for Verizon, says Oppenheimer
Oppenheimer analyst Timothy Horan says that while he does see a merger with Charter (CHTR) and especially with Comcast (CMCSA) working financially, he believes Verizon (VZ) has its sights set on becoming a platform for digital content/apps monetized with programmatic advertising. This, combined with using wireless technologies to replace wireline broadband, could be "very disruptive to the cable industry," he adds. The analyst sees further acquisitions of content/application companies as more likely for Verizon.
CHTR Charter
$334.78

12.18 (3.78%)

05/03/17
RHCO
05/03/17
NO CHANGE
RHCO
Charter weakness creates buying opportunity, says SunTrust
After Charter reported weaker than expected Q1 results, SunTrust analyst Greg Miller says that the miss is a "near-term hiccup," and he thinks that his long-term positive thesis on the stock remains intact. He recommends buying the shares on weakness.
05/03/17
UBSW
05/03/17
NO CHANGE
Target $380
UBSW
Buy
Charter price target raised to $380 from $345 at UBS
UBS analyst John Hodulik raised his price target on Charter to $380 from $345 following Q1 results. The analyst noted the company is working its way through the clean-up of the Time Warner Communications promotions, which hampered growth but do not change his fundamental thesis on the industry or the company. Hodulik said trends are starting to turn, with Spectrum pricing and packaging and additional merger synergies leading him to raise his price target. Hodulik reiterated his Buy rating on Charter shares.
05/03/17
WDLK
05/03/17
DOWNGRADE
WDLK
Hold
Charter downgraded to Hold from Buy at Wunderlich
05/03/17
05/03/17
DOWNGRADE

Hold
Wunderlich downgrades Charter on valuation, sees some level of M&A priced in
As previously reported, Wunderlich analyst Matthew Harrigan downgraded Charter (CHTR) to Hold from Buy, citing valuation. He thinks that the current stock price imbeds some expectation for merger activity, apart from an eventual collapse of the Liberty Broadband (LBRDA) and Liberty Ventures (LVNTA) ownership structure, he tells investors. While a theoretical merger with Verizon (VZ) is "at least as strategically compelling" as AT&T's (T) deal for Time Warner (TWX), Harrigan thinks that price and regulatory hurdles could be difficult to overcome. He cut his price target on Charter to $350 from $360.

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BAX

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SSL

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GSHD

Goosehead Insurance

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0.12 (0.75%)

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EXTR

Extreme Networks

$9.16

-0.02 (-0.22%)

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ALG

Alamo Group

$100.36

1.34 (1.35%)

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ALNA

Allena Pharmaceuticals

$15.99

-0.01 (-0.06%)

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CTIC

CTI BioPharma

$4.79

-0.1 (-2.05%)

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EHTH

eHealth

$20.06

0.26 (1.31%)

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eHealth management to meet with Craig Hallum »

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BAYRY

Bayer

$0.00

(0.00%)

, BDX

Becton Dickinson

$228.74

3.73 (1.66%)

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American Thoracic Society to hold a conference »

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Bayer

$0.00

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BDX

Becton Dickinson

$228.74

3.73 (1.66%)

BIIB

Biogen

$277.69

-2.66 (-0.95%)

BSX

Boston Scientific

$30.65

0.19 (0.62%)

CELG

Celgene

$74.69

-3.7 (-4.72%)

DNA

Bought by RHHBY

$0.00

(0.00%)

FGEN

FibroGen

$52.55

1.45 (2.84%)

GSK

GlaxoSmithKline

$40.05

0.005 (0.01%)

HRC

Hill-Rom

$90.70

0.12 (0.13%)

INNV

Innovus Pharmaceuticals

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RETA

Reata Pharmaceuticals

$31.86

0.28 (0.89%)

OCX

OncoCyte

$2.50

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VVUS

VIVUS

$0.80

0.0079 (1.00%)

NBRV

Nabriva Therapeutics

$4.54

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MYL

Mylan

$39.55

-0.1 (-0.25%)

MASI

Masimo

$97.75

0.64 (0.66%)

TEVA

Teva

$21.09

-0.14 (-0.66%)

STEM

Ticker changed to MBOT

$0.00

(0.00%)

JAZZ

Jazz Pharmaceuticals

$166.01

-1.59 (-0.95%)

REGN

Regeneron

$296.58

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SYF

Synchrony

$35.73

0.29 (0.82%)

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Pioneer Energy

$6.13

0.275 (4.70%)

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ATO

Atmos Energy

$85.25

0.37 (0.44%)

, AVA

Avista

$52.62

0.07 (0.13%)

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ATO

Atmos Energy

$85.25

0.37 (0.44%)

AVA

Avista

$52.62

0.07 (0.13%)

BKH

Black Hills

$56.34

0.12 (0.21%)

CMS

CMS Energy

$43.96

-0.16 (-0.36%)

CNP

CenterPoint Energy

$25.21

-0.115 (-0.45%)

D

Dominion

$63.71

0.42 (0.66%)

DTE

DTE Energy

$99.96

0.04 (0.04%)

UK

Union Carbide

$0.00

(0.00%)

ED

Consolidated Edison

$73.82

-0.14 (-0.19%)

NI

NiSource

$24.39

-0.05 (-0.20%)

NJR

New Jersey Resources

$43.15

0.3 (0.70%)

NWE

NorthWestern

$53.48

0.26 (0.49%)

SO

Southern Company

$43.42

0.68 (1.59%)

SR

Spire

$70.08

0.4 (0.57%)

SRE

Sempra Energy

$102.64

0.65 (0.64%)

WEC

WEC Energy

$60.20

-0.3 (-0.50%)

XEL

Xcel Energy

$43.55

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ALNY

Alnylam

$100.88

-2.12 (-2.06%)

, SNY

Sanofi

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Alnylam

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Sanofi

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BioMarin

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0.4 (0.45%)

BAYRY

Bayer

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NVO

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PFE

Pfizer

$35.79

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SHPG

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ONCE

Spark Therapeutics

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QURE

uniQure

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SM

SM Energy

$27.18

0.52 (1.95%)

, APC

Anadarko

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1.12 (1.59%)

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Anadarko

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QEP

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WLL

Whiting Petroleum

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HK

Halcon Resources

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Sutherland Asset Management

$15.35

0.1 (0.66%)

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TREX

Trex Company

$118.72

1.09 (0.93%)

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Varonis

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0.95 (1.29%)

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ESL

Esterline

$78.70

1.9 (2.47%)

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GSM

Ferroglobe

$11.35

0.36 (3.28%)

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