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NFLX

Netflix

$178.36

-2.97 (-1.64%)

, DIS

Disney

$106.98

0.63 (0.59%)

07:53
08/09/17
08/09
07:53
08/09/17
07:53

UBS sees little to no impact to Netflix from Disney streaming service launch

UBS analyst Doug Mitchelson noted Disney (DIS) announced plans to launch its own streaming video service in 2019 and said it will not enter into any new licenses with Netflix (NFLX). Disney management has said they still view Netflix as a valuable partner, Mitchelson pointed out. The analyst sees little to no impact to Netflix, noting Disney's offerings will not launch for two years, Disney is adding original content, and he believes the streaming video marketplace will continue to grow. Mitchelson reiterated his Buy rating and $190 price target on Netflix shares.

NFLX

Netflix

$178.36

-2.97 (-1.64%)

DIS

Disney

$106.98

0.63 (0.59%)

NFLX Netflix
$178.36

-2.97 (-1.64%)

08/09/17
JPMS
08/09/17
NO CHANGE
JPMS
Overweight
Disney exit unlikely to have big impact on Netflix subscribers, says JPMorgan
JPMorgan analyst Doug Anmuth does not expect Disney's (DIS) departure to have a material impact on Netflix's (NFLX) subscriber numbers. While Disney's announcement came earlier than expected, the company's move to go direct is not a surprise, Anmuth tells investors in a research note. He believes Disney (DIS) content likely accounts for a single-digit percentage of Netflix's viewing time. The analyst has an Overweight rating Netflix shares.
08/09/17
JEFF
08/09/17
NO CHANGE
Target $110
JEFF
Hold
Disney likely to create value well above Netflix deal, says Jefferies
Jefferies analyst John Janedis believes the strategic initiatives announced last night by Disney (DIS) are more likely than not to drive long-term value for the company. The potential value creation over the next five years is likely worth "well above" the implied $2B-$3B in Disney's enterprise value from the Netflix (NFLX) distribution deal, Janedis tells investors in a post-earnings research note. He keeps a Hold rating on Disney shares with a $110 price target.
08/09/17
RHCO
08/09/17
NO CHANGE
RHCO
Netflix Disney loss a 'modest/manageable' negative, says SunTrust
After Disney (DIS) said it would end its distribution agreement with Netflix (NFLX) and launch its own streaming services, SunTrust analyst Matthew Thornton says the news is "a modest/manageable incremental negative" for Netflix. He keeps a $175 price target and a Hold rating on Netflix.
08/09/17
PIPR
08/09/17
NO CHANGE
Target $215
PIPR
Overweight
Piper says Netflix does not need Disney
Netflix's (NFLX) distribution agreement with Disney was a "nice to have" but not a "need to have," Piper Jaffray analyst Michael Olson tells investors in a research note after Disney said the agreement would end in 2019. While a negative headline for Netflix, the actual impact on the subscriber base will be minimal, Olson argues. The analyst points out that assuming Netflix will spend around $7B on content in 2017, the amount spent for Disney programming, rumored to be $200M annually, only accounts for 3% of overall content costs. This percentage is likely consistent with time spent viewing Disney content by Netflix subscribers, Olson contends. He believes Netflix can find ways to reallocate the $200M to create "similarly engaging (and more exclusive) content for its subscriber base." Olson maintains an Overweight rating on Netflix shares with a $215 price target. The streaming service is down 4%, or $6.83, to $171.53 in premarket trading.
DIS Disney
$106.98

0.63 (0.59%)

08/09/17
JPMS
08/09/17
NO CHANGE
Target $130
JPMS
Overweight
Disney shares remain 'very attractive' at these levels, says JPMorgan
JPMorgan analyst Alexia Quadrani has a favorable view of Disney's direct-to-consumer initiative. Disney has one of the strongest portfolios of content in the industry, Quadrani tells investors in a post-earnings research note. She continues to find the shares "very attractive" at current levels and keeps an Overweight rating on the name with a $130 price target.

TODAY'S FREE FLY STORIES

GOOG

Alphabet

$910.67

-0.31 (-0.03%)

, GOOGL

Alphabet Class A

$926.18

-1.48 (-0.16%)

16:32
08/19/17
08/19
16:32
08/19/17
16:32
Periodicals
Google working on new tools to boost news subscriptions, WSJ reports »

Google is said to be…

GOOG

Alphabet

$910.67

-0.31 (-0.03%)

GOOGL

Alphabet Class A

$926.18

-1.48 (-0.16%)

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  • 24

    Aug

SRE

Sempra Energy

$116.55

0.76 (0.66%)

, BRK.A

Berkshire Hathaway

$267,377.00

302 (0.11%)

16:27
08/19/17
08/19
16:27
08/19/17
16:27
Periodicals
Sempra Energy is third bidder for Oncor Electric, Bloomberg reports »

Sempra Energy (SRE) is…

SRE

Sempra Energy

$116.55

0.76 (0.66%)

BRK.A

Berkshire Hathaway

$267,377.00

302 (0.11%)

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  • 14

    Sep

AAP

Advance Auto Parts

$93.26

0.41 (0.44%)

16:20
08/19/17
08/19
16:20
08/19/17
16:20
Periodicals
Advance Auto Parts hit wall on Q2 results, but turnaround intact, Barron's says »

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FL

Foot Locker

$34.38

-13.32 (-27.92%)

, AAP

Advance Auto Parts

$93.26

0.41 (0.44%)

16:13
08/19/17
08/19
16:13
08/19/17
16:13
Periodicals
Retail stocks swings could provide opportunity, Barron's says »

This earnings season,…

FL

Foot Locker

$34.38

-13.32 (-27.92%)

AAP

Advance Auto Parts

$93.26

0.41 (0.44%)

LB

L Brands

$36.20

-1.35 (-3.60%)

URBN

Urban Outfitters

$19.27

0.33 (1.74%)

ROST

Ross Stores

$59.02

5.69 (10.67%)

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PFE

Pfizer

$32.67

-0.28 (-0.85%)

, BMY

Bristol-Myers

$56.42

-0.35 (-0.62%)

16:05
08/19/17
08/19
16:05
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16:05
Periodicals
Pharmaceutical companies not the only ones with healthy dividends, Barron's says »

Most income investors are…

PFE

Pfizer

$32.67

-0.28 (-0.85%)

BMY

Bristol-Myers

$56.42

-0.35 (-0.62%)

CAH

Cardinal Health

$64.38

-0.78 (-1.20%)

PDCO

Patterson Companies

$36.45

-0.31 (-0.84%)

RMD

ResMed

$73.07

0.28 (0.38%)

ABC

AmerisourceBergen

$78.60

-1.34 (-1.68%)

UNH

UnitedHealth

$190.82

-1.88 (-0.98%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 24

    Aug

  • 27

    Aug

  • 28

    Aug

  • 06

    Sep

  • 08

    Sep

  • 08

    Sep

  • 11

    Sep

  • 11

    Sep

  • 13

    Sep

  • 18

    Sep

  • 20

    Sep

  • 21

    Sep

  • 24

    Sep

  • 09

    Nov

  • 05

    Mar

GDI

Gardner Denver

$21.97

-0.03 (-0.14%)

, KKR

KKR

$18.14

0.11 (0.61%)

15:54
08/19/17
08/19
15:54
08/19/17
15:54
Periodicals
Gardner Denver integrated strategy beginning to pay off, Barron's says »

Under KKR (KKR), who…

GDI

Gardner Denver

$21.97

-0.03 (-0.14%)

KKR

KKR

$18.14

0.11 (0.61%)

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03/06/13
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03/06/13
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MSI

Motorola Solutions

$87.37

0.24 (0.28%)

, T

AT&T

$37.37

-0.23 (-0.61%)

15:47
08/19/17
08/19
15:47
08/19/17
15:47
Periodicals
Public-safety broadband network may supplant Motorola systems, Barron's says »

FirstNet has tapped…

MSI

Motorola Solutions

$87.37

0.24 (0.28%)

T

AT&T

$37.37

-0.23 (-0.61%)

CCI

Crown Castle

$104.12

-0.02 (-0.02%)

SBAC

SBA Communications

$142.90

0.69 (0.49%)

AMT

American Tower

$140.00

0.35 (0.25%)

COMM

CommScope

$33.00

0.16 (0.49%)

03/08/13
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03/06/13
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  • 29

    Aug

  • 06

    Sep

LMT

Lockheed Martin

$299.20

-2.22 (-0.74%)

15:39
08/19/17
08/19
15:39
08/19/17
15:39
Periodicals
Lockheed Martin should benefit from boost in military outlays, Barron's says »

Large-cap defense stocks…

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  • 23

    Aug

SBUX

Starbucks

$52.70

-0.34 (-0.64%)

15:26
08/19/17
08/19
15:26
08/19/17
15:26
Periodicals
Starbucks could jump 20%, Barron's says »

There were plenty of…

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  • 23

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  • 02

    Nov

  • 25

    Jan

MRK

Merck

$61.49

-0.35 (-0.57%)

, INTC

Intel

$35.01

-0.16 (-0.45%)

15:05
08/19/17
08/19
15:05
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15:05
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

MRK

Merck

$61.49

-0.35 (-0.57%)

INTC

Intel

$35.01

-0.16 (-0.45%)

UA

Under Armour

$15.64

-0.64 (-3.93%)

UAA

Under Armour

$17.12

-0.69 (-3.87%)

CPB

Campbell Soup

$53.69

-0.27 (-0.50%)

JNJ

Johnson & Johnson

$132.63

-0.41 (-0.31%)

UTX

United Technologies

$115.48

-0.62 (-0.53%)

BX

Blackstone

$31.52

-0.08 (-0.25%)

JPM

JPMorgan

$90.74

0.09 (0.10%)

GM

General Motors

$34.83

-0.17 (-0.49%)

WMT

Wal-Mart

$79.31

-0.39 (-0.49%)

TSLA

Tesla

$347.46

-4.46 (-1.27%)

DIS

Disney

$100.70

-0.68 (-0.67%)

AMZN

Amazon.com

$958.47

-2.1 (-0.22%)

AET

Aetna

$154.45

-1.36 (-0.87%)

ANTM

Anthem

$191.02

-0.94 (-0.49%)

CNC

Centene

$83.49

-0.13 (-0.16%)

CI

Cigna

$177.03

-1 (-0.56%)

HNT

Health Net

HUM

Humana

$247.28

-0.38 (-0.15%)

MOH

Molina Healthcare

$59.63

0.12 (0.20%)

UNH

UnitedHealth

$190.82

-1.88 (-0.98%)

WCG

WellCare

$173.56

-2.2 (-1.25%)

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  • 23

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    Aug

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  • 05

    Sep

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    Sep

  • 07

    Sep

  • 08

    Sep

  • 11

    Sep

  • 12

    Sep

  • 22

    Sep

  • 22

    Sep

  • 26

    Sep

  • 27

    Sep

  • 02

    Oct

  • 03

    Oct

  • 04

    Oct

  • 12

    Oct

  • 08

    Nov

  • 16

    Nov

  • 20

    Feb

  • 27

    Feb

  • 13

    Apr

  • 14

    Jul

  • 12

    Oct

CTL

CenturyLink

$19.16

-0.22 (-1.14%)

, LVLT

Level 3

$52.69

-0.3 (-0.57%)

14:52
08/19/17
08/19
14:52
08/19/17
14:52
Hot Stocks
CenturyLink continues to expect acquisition of Level 3 to be complete by Q3 »

CenturyLink (CTL) said in…

CTL

CenturyLink

$19.16

-0.22 (-1.14%)

LVLT

Level 3

$52.69

-0.3 (-0.57%)

03/08/13
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KSU

Kansas City Southern

$105.80

-0.07 (-0.07%)

17:45
08/18/17
08/18
17:45
08/18/17
17:45
Hot Stocks
Kansas City Southern director Henry Maier buys 3,000 shares »

Kansas City Southern…

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  • 06

    Sep

RXII

RXi Pharmaceuticals

$0.58

-0.02 (-3.36%)

17:27
08/18/17
08/18
17:27
08/18/17
17:27
Syndicate
Breaking Syndicate news story on RXi Pharmaceuticals »

RXi Pharmaceuticals files…

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  • 26

    Sep

WIN

Windstream

$1.98

0.06 (3.13%)

17:27
08/18/17
08/18
17:27
08/18/17
17:27
Hot Stocks
Windstream CEO acquires 25,381 common shares »

In a regulatory filing,…

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CVM

CEL-SCI

$2.44

-0.22 (-8.27%)

17:27
08/18/17
08/18
17:27
08/18/17
17:27
Syndicate
Breaking Syndicate news story on CEL-SCI »

CEL-SCI files to sell…

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TRN

Trinity Industries

$28.20

-0.03 (-0.11%)

17:25
08/18/17
08/18
17:25
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17:25
Hot Stocks
ValueAct raises stake inTrinity Industries to 11% from 9.8% »

As of this date, ValueAct…

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LPTN

Lpath

17:11
08/18/17
08/18
17:11
08/18/17
17:11
Hot Stocks
Breaking Hot Stocks news story on Lpath »

Stonepine Capital reports…

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PGR

Progressive

$48.63

0.12 (0.25%)

17:08
08/18/17
08/18
17:08
08/18/17
17:08
Hot Stocks
Progressive CFO sells 50,000 common shares »

In a regulatory filing,…

03/08/13
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TMO

Thermo Fisher

$172.57

-0.32 (-0.19%)

17:06
08/18/17
08/18
17:06
08/18/17
17:06
Hot Stocks
Thermo Fisher director sells 11,318 shares »

In a regulatory filing,…

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  • 06

    Sep

SMBC

Southern Missouri Bancorp

$31.18

-0.05 (-0.16%)

17:06
08/18/17
08/18
17:06
08/18/17
17:06
Hot Stocks
Southern Missouri Bancorp and Southern Missouri Bancshares to merge »

Southern Missouri Bancorp…

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IEP

Icahn Enterprises

$50.00

-0.2 (-0.40%)

16:58
08/18/17
08/18
16:58
08/18/17
16:58
Hot Stocks
Breaking Hot Stocks news story on Icahn Enterprises »

Icahn says ended advisory…

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IEP

Icahn Enterprises

$50.00

-0.2 (-0.40%)

16:57
08/18/17
08/18
16:57
08/18/17
16:57
Hot Stocks
Breaking Hot Stocks news story on Icahn Enterprises »

Icahn says ending…

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IEP

Icahn Enterprises

$50.00

-0.2 (-0.40%)

16:57
08/18/17
08/18
16:57
08/18/17
16:57
Hot Stocks
Breaking Hot Stocks news story on Icahn Enterprises »

Icahn says never had…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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IEP

Icahn Enterprises

$50.00

-0.2 (-0.40%)

16:56
08/18/17
08/18
16:56
08/18/17
16:56
Hot Stocks
Icahn no longer special advisor to President Trump on regulatory reform issues »

Carl Icahn, founder of…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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NVTA

Invitae

$9.60

0.05 (0.52%)

16:55
08/18/17
08/18
16:55
08/18/17
16:55
Syndicate
Breaking Syndicate news story on Invitae »

Invitae files to sell…

03/08/13
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