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NFLX

Netflix

$178.36

-2.97 (-1.64%)

, DIS

Disney

$106.98

0.63 (0.59%)

08:55
08/09/17
08/09
08:55
08/09/17
08:55

Netflix Overweight thesis remains intact, says Morgan Stanley

Morgan Stanley analyst Benjamin Swinburne said Netflix's (NFLX) strategy to build its own vertically integrated global content brand will mitigate the loss of Disney (DIS). Swinburne expects some impact to Netflix's second half 2019 when Disney rolls off but said his Overweight thesis and $210 price target remain intact.

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
UBSW
08/09/17
NO CHANGE
Target $190
UBSW
Buy
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.
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.
DIS Disney
$106.98

0.63 (0.59%)

08/09/17
FBCO
08/09/17
NO CHANGE
Target $120
FBCO
Outperform
Disney price target lowered to $120 from $125 at Credit Suisse
Credit Suisse analyst Omar Sheikh lowered his price target for Disney to $120 from $125, while reiterating an Outperform rating on the shares. The analyst believes Disney's decision to shift its distribution strategy toward a direct to consumer model leans into the accelerating shifts in video consumption. Ahead is now a period when EPS/free cash flow growth will be diluted by investment, he notes, adding that he believes the company is laying the groundwork for a "stronger future strategically," not least by putting ESPN in a stronger position to successfully renew key sports rights in 2021/2022.
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.

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INFY

Infosys

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CPN

Calpine

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Estee Lauder

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7.6 (7.73%)

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DOC

Physicians Realty Trust

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-0.24 (-1.32%)

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HBMD

Howard Bancorp

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0.65 (3.74%)

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SNA

Snap-On

$147.96

-0.86 (-0.58%)

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Eni SpA

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STO

Statoil

$18.41

0.31 (1.71%)

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REPYY

Repsol

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TOT

Total

$50.49

0.61 (1.22%)

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CSIQ

Canadian Solar

$16.63

0.23 (1.40%)

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AAP

Advance Auto Parts

$93.26

0.41 (0.44%)

03:43
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HOME

At Home Group

$22.53

-0.22 (-0.97%)

03:40
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03:40
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GWW

Grainger

$161.39

-3.21 (-1.95%)

03:40
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NKE

Nike

$54.95

-2.51 (-4.37%)

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General news
FX Action: USD-CAD has settled near 1.2600 »

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FX Update: The dollar majors traded without drama »

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WUBA

58.com

$53.26

-0.23 (-0.43%)

20:25
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Earnings
Notable company reporting before Monday's open »

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WUBA

58.com

$53.26

-0.23 (-0.43%)

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Breaking Earnings news story on 58.com »

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WUBA

58.com

$53.26

-0.23 (-0.43%)

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58.com reports Q2 EPS 55c, consensus 20c »

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SBUX

Starbucks

$52.70

-0.34 (-0.64%)

, LMT

Lockheed Martin

$299.20

-2.22 (-0.74%)

20:02
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Hot Stocks
On The Fly: Top five weekend stock stories »

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SBUX

Starbucks

$52.70

-0.34 (-0.64%)

LMT

Lockheed Martin

$299.20

-2.22 (-0.74%)

GDI

Gardner Denver

$21.97

-0.03 (-0.14%)

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%)

AAP

Advance Auto Parts

$93.26

0.41 (0.44%)

MSI

Motorola Solutions

$87.37

0.24 (0.28%)

LGF.A

Lionsgate

$28.41

0.37 (1.32%)

BGS

B&G Foods

$31.40

-0.3 (-0.95%)

MDLZ

Mondelez

$42.94

-0.47 (-1.08%)

SRE

Sempra Energy

$116.55

0.76 (0.66%)

BRK.A

Berkshire Hathaway

$267,377.00

302 (0.11%)

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    Jan

SRE

Sempra Energy

$116.55

0.76 (0.66%)

, BRK.A

Berkshire Hathaway

$267,377.00

302 (0.11%)

18:47
08/20/17
08/20
18:47
08/20/17
18:47
Periodicals
Sempra Energy near deal to acquire 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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TWX

Time Warner

$101.19

-0.42 (-0.41%)

, CMCSA

Comcast

$40.52

0.25 (0.62%)

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Box Office Battle: 'Hitman's Bodyguard' wins weekend with $21.6M »

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TWX

Time Warner

$101.19

-0.42 (-0.41%)

CMCSA

Comcast

$40.52

0.25 (0.62%)

CMCSK

Comcast

SNE

Sony

$38.77

-0.23 (-0.59%)

FOX

21st Century Fox

$26.79

-0.1 (-0.37%)

FOXA

21st Century Fox

$27.26

-0.09 (-0.33%)

LGF.A

Lionsgate

$28.41

0.37 (1.32%)

DIS

Disney

$100.70

-0.68 (-0.67%)

VIAB

Viacom

$28.59

-0.62 (-2.12%)

VIA

Viacom

$38.80

-3.6 (-8.49%)

03/08/13
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GME

GameStop

$21.22

0.12 (0.57%)

, MSFT

Microsoft

$72.49

0.09 (0.12%)

17:08
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GameStop kicks off nationwide pre-orders for Microsoft Xbox One X »

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GME

GameStop

$21.22

0.12 (0.57%)

MSFT

Microsoft

$72.49

0.09 (0.12%)

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GS

Goldman Sachs

$222.15

0.73 (0.33%)

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Goldman Sachs receives approval to trade equities in Saudi Arabia, Reuters says »

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