Breaking News Instant updates and real-time market news.

DIS

Disney

$106.98

0.63 (0.59%)

, NFLX

Netflix

$178.36

-2.97 (-1.64%)

17:08
08/08/17
08/08
17:08
08/08/17
17:08

Netflix says will still do business with Disney 'on many fronts,' Bloomberg says

After Disney's (DIS) latest announcement that it will end its distribution agreement with Netflix (NFLX) in 2019, Netflix said that it continues to do business with the media giant, including with Marvel programming, Bloomberg reports.

DIS

Disney

$106.98

0.63 (0.59%)

NFLX

Netflix

$178.36

-2.97 (-1.64%)

  • 08

    Aug

DIS Disney
$106.98

0.63 (0.59%)

06/23/17
BOFA
06/23/17
NO CHANGE
BOFA
Buy
Disney removed from US 1 list at BofA/Merrill (pre-open)
BofA/Merrill removed Disney from its US 1 list before the open. The firm keeps a Buy rating on Disney shares.
06/23/17
BOFA
06/23/17
NO CHANGE
Target $125
BOFA
Buy
Disney removed from US 1 List at BofA/Merrill
BofA/Merrill analyst Jessica Reif Cohen removed Disney from the US 1 List and lowered Q2 EBIT estimate to down 10% from up 2% to reflect reduced Consumer Products growth, increased Cable Networks and Studio Entertainment declines, , lower Theme Parks operating income, and softer Broadcasting contribution. The analyst's Q3 earnings estimate goes to $1.53 from $1.75, FY17 to $5.91 from$6.15, and FY18 to $6.70 from $7.16, and her price target goes to $125 from $134. Despite the changes, Cohen believes Disney offers best in class assets with above average growth and maintains a Buy rating.
07/18/17
RBCM
07/18/17
NO CHANGE
RBCM
Disney should be owned into Q3 results, says RBC Capital
RBC Capital analyst Steven Cahall recommends owning Disney stock into the company's Q3 results. The analyst says that the company's Q3 results "may be coming down." However, he remains upbeat on its fiscal 2018 outlook, partly due to his belief that its Parks results will beat expectations.
08/04/17
JEFF
08/04/17
NO CHANGE
Target $78
JEFF
Buy
Activision Blizzard building Disney-type media business, says Jefferies
Jefferies analyst Timothy O'Shea raised his price target for Activision Blizzard (ATVI) to $78 from $68 while listing five reasons to buy the stock in a post-earnings research note. The company generated $1B of in-game spending in Q2, which is a "meaningful driver" of margin expansion, O'Shea writes. He expects Destiny 2 and Call of Duty WW2 to drive strong second half of 2017 results. Activision is building a Disney-type media business for the 21st Century, argues O'Shea. He keeps a Buy rating on the shares.
NFLX Netflix
$178.36

-2.97 (-1.64%)

07/18/17
07/18/17
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. Netflix (NFLX) upgraded to Buy from Neutral at Rosenblatt with analyst Alan Gould saying the report was "just too good" not to reexamine his rating. The analyst increased his price target to $200 from $155. 2. Chipotle (CMG) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying he believes that the introduction of queso dip will be an important catalyst in 2018 and now thinks the recent pullback in shares provide an opportunity to participate in the recovery at Chipotle. Anderson raised his 2018 earnings per share estimate to factor in a phased-in introduction of queso nationwide and increased his price target on Chipotle shares to $460 from $440. 3. O'Reilly Automotive (ORLY) upgraded to Buy from Neutral at Northcoast with analyst Nicholas Mitchell saying shares are down over 40% in the past year and believes the slowdown in same-store-sales to start the year was a result of lackluster consumer demand and not a dramatic shift to ecommerce. 4. Fifth Street Finance (FSC) upgraded to Buy from Neutral at National Securities and to Buy from Hold at Deutsche Bank. 5. SeaWorld (SEAS) upgraded to Neutral from Sell at Goldman Sachs with analyst Christopher Prykull saying that while concerns remain, the risk/reward is more balanced at current share levels. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/26/17
BTIG
07/26/17
NO CHANGE
BTIG
Netflix price target raised to $225 from $170 at BTIG
BTIG analyst Richard Greenfield increased his price target on Netflix as he raised his 2017 subscriber estimate for the company by 2.4M and says that the company is threatening conventional TV broadcasters. The analyst says he is surprised by the acceleration of U.S. subscriber growth ,and he keeps a Buy rating on the shares.
07/27/17
MKMP
07/27/17
NO CHANGE
MKMP
Buy
Netflix earnings of $30 possible over time, price target to $230 at MKM Partners
MKM Partners analyst Rob Sanderson raised Netflix's price target to $230 from $195 and said he continues to believe the global opportunity is very large. The analyst is looking for $12 of earnings power in 2021 and thinks $30 of earnings power is possible over time when modeling 90M US and 300M international subscribers, modest ARPU increases and a $24B content budget. Sanderson rates Netflix a Buy.
08/08/17
PIPR
08/08/17
NO CHANGE
Target $215
PIPR
Overweight
Netflix price target raised to $215 from $198 at Piper Jaffray
Piper Jaffray analyst Michael Olson raised his price target for Netflix shares to $215 to reflect increased international subscriber estimates. The streaming service closed yesterday up $1.06 to $181.33. By 2020, the analyst expects Netflix will reach 64M domestic subscribers or 50% U.S. household penetration. His analysis suggests that Netflix can reach 100M international subscribers by 2020, with "zero or very minimal penetration in lower income international markets." Olson increased his international subscriber estimate for 2020 to 100M and believes "this could still be conservative." The analyst keeps an Overweight rating on Netflix.

TODAY'S FREE FLY STORIES

VIOT

Viomi Technology

$0.00

(0.00%)

10:35
09/25/18
09/25
10:35
09/25/18
10:35
Syndicate
Breaking Syndicate news story on Viomi Technology »

Viomi Technology…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

FCAU

Fiat Chrysler

$18.22

-0.09 (-0.49%)

10:35
09/25/18
09/25
10:35
09/25/18
10:35
Options
Fiat Chrysler put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

10:35
09/25/18
09/25
10:35
09/25/18
10:35
General news
The U.S. consumer confidence »

The U.S. consumer…

CBM

Cambrex

$65.05

1.95 (3.09%)

10:31
09/25/18
09/25
10:31
09/25/18
10:31
Hot Stocks
Cambrex to expand, invest at High Point, North Carolina site »

Cambrex Corporation…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 06

    Nov

VNTR

Venator Materials

$9.41

(0.00%)

10:25
09/25/18
09/25
10:25
09/25/18
10:25
Downgrade
Venator Materials rating change  »

Venator Materials…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

10:25
09/25/18
09/25
10:25
09/25/18
10:25
General news
U.S. Richmond Fed manufacturing index climbed 5 points to 29 in September »

U.S. Richmond Fed…

RHHBY

Roche

$0.00

(0.00%)

10:25
09/25/18
09/25
10:25
09/25/18
10:25
Conference/Events
Roche to hold a conference call »

Management discusses the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 03

    Oct

10:25
09/25/18
09/25
10:25
09/25/18
10:25
Conference/Events
UBS waste market/recycling analyst to hold an analyst/industry conference call »

Analyst Windham, along…

VIOT

Viomi Technology

$0.00

(0.00%)

10:21
09/25/18
09/25
10:21
09/25/18
10:21
Syndicate
Breaking Syndicate news story on Viomi Technology »

Viomi Technology…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

FB

Facebook

$161.68

-3.72 (-2.25%)

10:20
09/25/18
09/25
10:20
09/25/18
10:20
Options
Heavy trading in Facebook as shares see relative weakness »

Heavy trading in Facebook…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Oct

  • 07

    Nov

10:20
09/25/18
09/25
10:20
09/25/18
10:20
General news
Treasury Action: yields remain below highs »

Treasury Action: yields…

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

10:17
09/25/18
09/25
10:17
09/25/18
10:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AAPL

Apple

$220.79

(0.00%)

10:16
09/25/18
09/25
10:16
09/25/18
10:16
Periodicals
Apple still dealing with iPhone XR production issues, DigiTimes reports »

Apple has reportedly…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 26

    Sep

$NYE

NYSE Market Internals

$0.00

(0.00%)

10:16
09/25/18
09/25
10:16
09/25/18
10:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

WEN

Wendy's

$17.59

0.27 (1.56%)

, BJ

BJ's Wholesale

$27.30

-1.17 (-4.11%)

10:15
09/25/18
09/25
10:15
09/25/18
10:15
Initiation
On The Fly: Top five analyst initiations »

Catch up on today's…

WEN

Wendy's

$17.59

0.27 (1.56%)

BJ

BJ's Wholesale

$27.30

-1.17 (-4.11%)

CENT

Central Garden & Pet

$38.28

(0.00%)

INSW

International Seaways

$20.57

0.63 (3.16%)

WELL

Welltower

$64.25

0.275 (0.43%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 25

    Sep

  • 02

    Oct

  • 28

    Oct

  • 27

    Sep

INTC

Intel

$45.97

-0.94 (-2.00%)

, ON

ON Semiconductor

$18.54

-0.565 (-2.96%)

10:15
09/25/18
09/25
10:15
09/25/18
10:15
Downgrade
On The Fly: Top five analyst downgrades »

Catch up on today's…

INTC

Intel

$45.97

-0.94 (-2.00%)

ON

ON Semiconductor

$18.54

-0.565 (-2.96%)

ADI

Analog Devices

$91.23

-3.78 (-3.98%)

DLTR

Dollar Tree

$84.38

-1.25 (-1.46%)

CY

Cypress Semiconductor

$14.53

-0.99 (-6.38%)

VALE

Vale

$14.88

0.085 (0.57%)

SBOW

SilverBow Resources

$28.70

-0.14 (-0.49%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 25

    Sep

  • 25

    Sep

  • 10

    Oct

  • 22

    Oct

  • 08

    May

CLX

Clorox

$150.49

0.51 (0.34%)

, DG

Dollar General

$107.69

0.4 (0.37%)

10:15
09/25/18
09/25
10:15
09/25/18
10:15
Upgrade
On The Fly: Top five analyst upgrades »

Catch up on today's…

CLX

Clorox

$150.49

0.51 (0.34%)

DG

Dollar General

$107.69

0.4 (0.37%)

SAIC

SAIC

$80.82

1.94 (2.46%)

HP

Helmerich & Payne

$69.22

1.61 (2.38%)

CNI

Canadian National

$87.82

1 (1.15%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 27

    Sep

10:15
09/25/18
09/25
10:15
09/25/18
10:15
General news
U.S. consumer confidence rose 3.7 points to 138.4 in September »

U.S. consumer confidence…

10:15
09/25/18
09/25
10:15
09/25/18
10:15
General news
FX Action: The dollar »

FX Action: The dollar was…

IBM

IBM

$150.30

0.3 (0.20%)

, BABA

Alibaba

$164.77

1.63 (1.00%)

10:11
09/25/18
09/25
10:11
09/25/18
10:11
Periodicals
IBM's top cloud executive departs amid shakeup, The Information reports »

IBM's (IBM) top…

IBM

IBM

$150.30

0.3 (0.20%)

BABA

Alibaba

$164.77

1.63 (1.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 26

    Sep

  • 21

    Oct

  • 22

    Oct

  • 28

    Oct

  • 03

    Mar

BA

Boeing

$369.73

1.69 (0.46%)

10:10
09/25/18
09/25
10:10
09/25/18
10:10
Options
Sweep buyers of Boeing weekly calls as shares advance »

Sweep buyers of Boeing…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

VIOT

Viomi Technology

$0.00

(0.00%)

10:10
09/25/18
09/25
10:10
09/25/18
10:10
Syndicate
Viomi Technology IPO indicated to open at $12 »

Viomi Technology priced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

AAPL

Apple

$220.57

-0.22 (-0.10%)

, AKAM

Akamai

$73.42

0.61 (0.84%)

10:07
09/25/18
09/25
10:07
09/25/18
10:07
Conference/Events
AT&T to hold a summit »

AT&T Business Summit…

AAPL

Apple

$220.57

-0.22 (-0.10%)

AKAM

Akamai

$73.42

0.61 (0.84%)

AMZN

Amazon.com

$1,947.50

13 (0.67%)

BB

BlackBerry

$10.57

0.14 (1.34%)

COF

Capital One

$96.99

-0.64 (-0.66%)

CSCO

Cisco

$48.62

0.17 (0.35%)

DE

Deere

$151.70

0.14 (0.09%)

ERIC

Ericsson

$9.08

0.115 (1.28%)

FORR

Forrester

$45.40

(0.00%)

FDX

FedEx

$242.02

-1.835 (-0.75%)

HON

Honeywell

$165.75

0.28 (0.17%)

GOOG

Alphabet

$1,177.22

3.84 (0.33%)

IBM

IBM

$150.20

0.2 (0.13%)

KO

Coca-Cola

$45.94

-0.135 (-0.29%)

TXN

Texas Instruments

$108.20

-1.61 (-1.47%)

SHLD

Sears

$1.21

-0.02 (-1.63%)

RHT

Red Hat

$136.00

1.13 (0.84%)

PANW

Palo Alto Networks

$232.50

1.91 (0.83%)

OMC

Omnicom

$70.09

-0.08 (-0.11%)

NOK

Nokia

$5.58

0.03 (0.54%)

MSFT

Microsoft

$114.68

-0.04 (-0.03%)

VMW

VMware

$154.53

1.04 (0.68%)

ZOOM

Zoom Technologies

$0.00

(0.00%)

ZS

Zscaler

$42.09

0.71 (1.72%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 25

    Sep

  • 25

    Sep

  • 26

    Sep

  • 26

    Sep

  • 26

    Sep

  • 27

    Sep

  • 27

    Sep

  • 27

    Sep

  • 28

    Sep

  • 03

    Oct

  • 03

    Oct

  • 04

    Oct

  • 05

    Oct

  • 10

    Oct

  • 11

    Oct

  • 16

    Oct

  • 19

    Oct

  • 21

    Oct

  • 22

    Oct

  • 24

    Oct

  • 25

    Oct

  • 25

    Oct

  • 28

    Oct

  • 30

    Oct

  • 07

    Nov

  • 13

    Nov

  • 28

    Nov

  • 06

    Dec

  • 10

    Dec

  • 03

    Mar

VUZI

Vuzix

$6.60

(0.00%)

10:06
09/25/18
09/25
10:06
09/25/18
10:06
Hot Stocks
Vuzix, 1Minuut partner to bring AR innovation through smart glasses »

Vuzix is pleased to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 15

    Nov

GRUB

GrubHub

$138.36

3.57 (2.65%)

10:04
09/25/18
09/25
10:04
09/25/18
10:04
Recommendations
GrubHub analyst commentary  »

Stephens views Tapingo as…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.