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CMCSA

Comcast

$39.92

0.31 (0.78%)

13:30
08/09/17
08/09
13:30
08/09/17
13:30

Comcast attracts a bullish option play

Comcast attracts a bullish option play. The stock up 25c to $40.17 and 10K Jan 30 - 45 risk-reversals bought for 28c. The options are tied to 270K shares and, while open interest is sufficient to cover, the activity appears to be a new position and expressing confidence that shares will rally through yearend. The stock is up 1.9% since earnings were reported in late-July.

  • 10

    Aug

CMCSA Comcast
$39.92

0.31 (0.78%)

08/03/17
08/03/17
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. Comcast (CMCSA) upgraded to Buy from Neutral at Guggenheim with analyst Michael Morris citing an attractive valuation, a combination of solid trends at Cable Communications and NBCU content momentum, and strong balance sheet. 2. Caterpillar (CAT) upgraded to Neutral from Underweight at Atlantic Equities. 3. SodaStream (SODA) upgraded to Positive from Neutral at Susquehanna. 4. Walker & Dunlop (WD) upgraded to Outperform from Market Perform at JMP Securities with analyst Steven DeLaney saying investors may be overly focusing on quarterly results and the reduction in the company's gain on sale margin guidance for the second half of the year. 5. Oshkosh (OSK) upgraded to Neutral from Underperform at BofA/Merrill with analyst Ross Gilardi citing better than expected third quarter results. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/03/17
GUGG
08/03/17
UPGRADE
GUGG
Buy
Comcast upgraded to Buy from Neutral at Guggenheim
Guggenheim analyst Michael Morris upgraded Comcast to Buy and raised its price target to $46 to reflect an attractive valuation, a combination of solid trends at Cable Communications and NBCU content momentum, and strong balance sheet. Morris expects reduced 2018 Cable programming cost growth, advertising momentum, and a strong film slate driving investor interest.
07/31/17
JPMS
07/31/17
NO CHANGE
Target $450
JPMS
Overweight
Charter offer would likely have to be at least $500 per share, says JPMorgan
JPMorgan analyst Philip Cusick believes SoftBank (SFTBY) is one of the few companies that could offer a big enough price to take control of Charter Communications (CHTR). While a deal is not very likely, Softbank Chairman Masayoshi Son "is never to be counted out as a buyer," Cusick tells investors in a research note. He believes a Charter acquisition offer would likely have to be in the $500 per share or higher range. Charter shares in premarket trading are up $31.74 to $402 after the Wall Street Journal reported Friday night that SoftBank has interest in merging the company with Sprint. Cusick estimates annual synergies between Sprint (S) and Charter could be around $2B, with minimal cost to integrate versus a Sprint and T-Mobile (TMUS) merger "which would have more eventual cost savings but cost much more to integrate." A Sprint and Charter deal would not have a difficult regulatory review, the analyst believes. Cusick adds that if Charter looked like it was going to sell to Softbank, Comcast (CMCSA) would have to decide if it ever did want to buy Charter and "move more quickly with an even bigger premium."
07/26/17
SBSH
07/26/17
NO CHANGE
SBSH
Comcast should acquire Verizon for four reasons, says Citi
Citi analyst Jason Bazinet says Comcast (CMCSA) should acquire Verizon (VZ) for four reasons. Wireless would allow Comcast to extend Internet connectivity beyond the home, the deal would allow the company to push fiber deeper into neighborhoods, Verizon is apt to be the second biggest beneficiary of wireless consolidation, and Comcast could see upside if the tax code changes, Bazinet tells investors in a research note titled "Stars Are Aligning for Comcast + Verizon." The analyst sees the timing for a deal as right given Comcast's history of "trying to acquire assets that have fallen on difficult times" and the potential for a more amendable regulatory landscape under President Trump. Further, 2017 is the first year where Comcast's market capitalization exceeds Verizon's, the analyst adds. He estimates the pro forma combined company would generate $2.1B of annual synergies. Assuming a 20% premium for Verizon's equity, paid via 75% equity and 25% cash, Bazinet estimates Comcast shares would rise to $41. The stock closed yesterday up 28c to $39.75. Bazinet thinks Dish (DISH) could be the biggest loser should Comcast acquire Verizon, and he double downgraded the shares this morning to Sell from Buy.

TODAY'S FREE FLY STORIES

GMRE

Global Medical REIT

$8.98

-0.16 (-1.75%)

22:03
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Global Medical REIT rating change  »

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TPX

Tempur Sealy

$61.51

0.24 (0.39%)

22:00
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MDT

Medtronic

$83.52

0.11 (0.13%)

, COTY

Coty

$19.55

0.32 (1.66%)

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Earnings
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MDT

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0.11 (0.13%)

COTY

Coty

$19.55

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TOL

Toll Brothers

$38.26

0.11 (0.29%)

DSW

DSW

$15.69

-0.15 (-0.95%)

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ENR

Energizer

$41.24

-0.09 (-0.22%)

18:58
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Hot Stocks
Energizer CEO acquires 12,112 common shares »

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HOMB

Home Bancshares

$23.51

0.11 (0.47%)

, SGBK

Stonegate Bank

$46.70

0.34 (0.73%)

18:41
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Home Bancshares receives regulatory approvals for merger with Stonegate Bank »

Home BancShares (HOMB)…

HOMB

Home Bancshares

$23.51

0.11 (0.47%)

SGBK

Stonegate Bank

$46.70

0.34 (0.73%)

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  • 18

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ADP

ADP

$102.89

-1.52 (-1.46%)

18:32
08/21/17
08/21
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18:32
Periodicals
ADP CEO: Ackman refused to meet because he needed 'leverage,' CNBC says »

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  • 11

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TWX

Time Warner

$102.11

0.92 (0.91%)

, SNAP

Snap

$13.58

-0.43 (-3.07%)

18:18
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Periodicals
CNN begins streaming daily news show on Snapchat, Reuters reports »

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TWX

Time Warner

$102.11

0.92 (0.91%)

SNAP

Snap

$13.58

-0.43 (-3.07%)

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KKR

KKR

18:11
08/21/17
08/21
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18:11
Hot Stocks
Breaking Hot Stocks news story on KKR »

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BZUN

Baozun

$34.60

0.62 (1.82%)

18:05
08/21/17
08/21
18:05
08/21/17
18:05
Hot Stocks
Baozun reports Q2 Total Gross Merchandise Volume RMB3.604B »

An increase of 63.5%…

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  • 21

    Aug

BZUN

Baozun

$34.60

0.62 (1.82%)

18:03
08/21/17
08/21
18:03
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18:03
Earnings
Baozun sees Q3 revenue RMB870M-RMB910M »

The company will begin…

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  • 21

    Aug

BZUN

Baozun

$34.60

0.62 (1.82%)

18:02
08/21/17
08/21
18:02
08/21/17
18:02
Earnings
Breaking Earnings news story on Baozun »

Baozun reports Q2…

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  • 21

    Aug

BZUN

Baozun

$34.60

0.62 (1.82%)

18:01
08/21/17
08/21
18:01
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18:01
Earnings
Baozun reports Q2 EPS 8c, consensus 10c »

Reports Q2 revenue $131M,…

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  • 21

    Aug

KKR

KKR

18:00
08/21/17
08/21
18:00
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18:00
Periodicals
KKR near 'clinching' $3B commitment from NYC pension system, Bloomberg says »

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ESV

Ensco

$4.19

-0.09 (-2.10%)

, NBL

Noble Energy

$23.54

-0.11 (-0.47%)

17:56
08/21/17
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Hot Stocks
Ensco awarded contract by Noble Energy »

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ESV

Ensco

$4.19

-0.09 (-2.10%)

NBL

Noble Energy

$23.54

-0.11 (-0.47%)

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  • 29

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GDOT

Green Dot

$46.58

0.31 (0.67%)

17:51
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Breaking Hot Stocks news story on Green Dot »

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RT

Ruby Tuesday

$1.84

-0.06 (-3.16%)

, RIG

Transocean

$7.32

-0.16 (-2.14%)

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RT

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RIG

Transocean

$7.32

-0.16 (-2.14%)

NDSN

Nordson

$125.12

0.99 (0.80%)

FN

Fabrinet

$39.82

-0.26 (-0.65%)

TEDU

Tarena

$18.61

0.59 (3.27%)

ZAYO

Zayo Group

$32.97

-0.08 (-0.24%)

PINC

Premier

$32.78

-0.16 (-0.49%)

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  • 21

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    Dec

RIG

Transocean

$7.32

-0.16 (-2.14%)

17:41
08/21/17
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17:41
Hot Stocks
Transocean director acquires 2,000 registered shares »

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  • 29

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RDN

Radian Group

$16.46

-0.26 (-1.56%)

17:38
08/21/17
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Hot Stocks
Radian Group CEO Thornberry buys 15,000 shares »

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RT

Ruby Tuesday

$1.84

-0.06 (-3.16%)

17:38
08/21/17
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Earnings
Ruby Tuesday reports Q4 adjusted EPS 6c vs 10c last year »

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  • 21

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SRNE

Sorrento Therapeutics

$1.70

-0.05 (-2.86%)

17:29
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  • 28

    Aug

GPN

Global Payments

$94.57

0.81 (0.86%)

17:24
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Global Payments Chairman William Jacobs sells 8,428 shares of company stock »

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NOC

Northrop Grumman

$267.70

0.09 (0.03%)

17:19
08/21/17
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Hot Stocks
Northrop Grumman awarded $328.6M government contract »

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  • 23

    Aug

BA

Boeing

$235.68

-0.09 (-0.04%)

17:18
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Boeing awarded $349.2M government contract »

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LMT

Lockheed Martin

$301.88

2.68 (0.90%)

17:17
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Hot Stocks
Lockheed Martin awarded $427M government contract »

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  • 23

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PBFX

PBF Logistics

$20.80

-0.05 (-0.24%)

17:11
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Breaking Hot Stocks news story on PBF Logistics »

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