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CBS

CBS

$58.82

0.82 (1.41%)

08:28
09/13/17
09/13
08:28
09/13/17
08:28

CBS Internet video channels could be worth $7.2B, says Needham

Needham analyst Laura Martin estimates that CBS' (CBS) Internet video services could generate $1.2B of revenue in 2020. She notes that Netflix's (NFLX) market cap is six times its revenue. If CBS' Internet video services are valued using that multiple, they would be worth $7.2B, or 30% of CBS' current market cap, according to the analyst. She keeps an $80 price target and a Buy rating on the shares.

  • 13

    Sep

  • 27

    Sep

  • 28

    Sep

CBS CBS
$58.82

0.82 (1.41%)

06/27/17
PIPR
06/27/17
NO CHANGE
Target $75
PIPR
Overweight
CBS profits should expand by 53% by 2020, says Piper Jaffray
Piper Jaffray analyst Stan Meyers says his analysis indicates CBS's profits should expand by 53% by 2020, with margins improving to 27% from 22%, as the company repositions itself as a content monetization engine versus its ad-dependent past. He notes that his estimates over the next four years are ahead of consensus. The analyst sees a "great entry point ahead of a number of catalysts" and keeps an Overweight rating on CBS shares with a $75 price target.
07/10/17
JEFF
07/10/17
NO CHANGE
Target $71
JEFF
Buy
CBS shares are undervalued, says Jefferies
CBS will be increasingly viewed as a multi-platform content creator rather than simply "the network," Jefferies analyst John Janedis tells investors in a research note. The analyst believes that CBS by 2020 will generate an incremental $2.00-plus per share in earnings from retrans, Showtime over-the-top and All Access. He views the stock as undervalued at current levels and keeps a Buy rating on the name with a $71 price target.
08/09/17
NEED
08/09/17
NO CHANGE
NEED
Hold
Needham applauds BAMTech acquisition by Disney
Needham analyst Laura Martin is lowering her 2018 estimates for Disney (DIS), but applauds the BAMTech acquisition as a fast-pass way to escape the U.S. TV-bundle box, albeit expensive as the former said it would be modestly dilutive for 2 years. The analyst believes that every content company must follow CBS (CBS) into the direct-to-consumer channel business to maintain growth. Rather than build it, Disney bought this capability which should accelerate time to market, Martin adds. The analyst reiterates a Hold rating on Disney's shares.
09/05/17
WELS
09/05/17
UPGRADE
Target $116
WELS
Outperform
Disney upgraded to Outperform from Market Perform at Wells Fargo
Wells Fargo analyst Marci Ryvicker upgraded Disney (DIS) to Outperform and raised her price target for the shares to $116 from $109. The owner of ESPN and ABC closed Friday up 31c to $101.50. Concerns over potential dilution from the BAMTech stake and the streaming apps are "widely overdone," Ryvicker tells investors in a research note where she also downgraded Viacom (VIAB). She expects the TV ecosystem will soon undergo on an accelerated push into over-the-top. As such, investors may need to start increasing exposure to media companies with solid streaming strategies, such as CBS (CBS), 21st Century Fox (FOXA), and Disney, and lessen exposure to those that do not, such as Viacom and Scripps Networks (SNI)/Discovery Communications (DISCA), Ryvicker argues. The analyst likes the current entry point for Disney shares.

TODAY'S FREE FLY STORIES

NUS

Nu Skin

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0.85 (1.21%)

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NFLX

Netflix

$227.58

7.12 (3.23%)

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NTR

Nutrien

$53.07

0.07 (0.13%)

05:05
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NFLX

Netflix

$227.58

7.12 (3.23%)

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ADBE

Adobe

$197.84

2.11 (1.08%)

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  • 08

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ATUS

Altice USA

$21.90

0.6 (2.82%)

, ALLVF

Altice NV

$11.35

0.3675 (3.35%)

04:58
01/23/18
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Altice USA, Altice NV rating change  »

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ATUS

Altice USA

$21.90

0.6 (2.82%)

ALLVF

Altice NV

$11.35

0.3675 (3.35%)

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NFLX

Netflix

$227.58

7.12 (3.23%)

04:55
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  • 30

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ALLVF

Altice NV

$11.35

0.3675 (3.35%)

04:55
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04:55
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RHT

Red Hat

$128.01

2.07 (1.64%)

04:55
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  • 23

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CAMP

CalAmp

$23.13

0.02 (0.09%)

04:55
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  • 23

    Jan

AYR

Aircastle

$24.23

-0.03 (-0.12%)

04:55
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  • 23

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CRNCY

Cairn Energy

$6.15

0.11 (1.82%)

04:55
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Cairn Energy management to meet with RBC Capital »

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  • 23

    Jan

SRE

Sempra Energy

$105.05

-0.94 (-0.89%)

04:55
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  • 23

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TRN

Trinity Industries

$36.51

-0.15 (-0.41%)

04:55
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Trinity Industries management to meet with Wedbush »

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  • 23

    Jan

EPE

EP Energy

$2.48

0.17 (7.36%)

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EP Energy to hold a conference call »

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  • 23

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CQH

Cheniere Energy Partners LP

$28.50

0.28 (0.99%)

, CQP

Cheniere Energy Partners

$30.89

0.41 (1.35%)

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CQH

Cheniere Energy Partners LP

$28.50

0.28 (0.99%)

CQP

Cheniere Energy Partners

$30.89

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ENLC

EnLink Midstream

$19.25

0.5 (2.67%)

ENLK

EnLink Midstream Partners

$18.08

0.63 (3.61%)

EPD

Enterprise Products

$29.40

0.74 (2.58%)

NBLX

Noble Midstream

$56.22

1.12 (2.03%)

PAA

Plains All American

$23.05

0.56 (2.49%)

SHLX

Shell Midstream

$30.46

0.33 (1.10%)

TRGP

Targa Resources

$51.00

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Western Gas Partners

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BPL

Buckeye Partners

$55.97

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, CEQP

Crestwood Equity

$28.50

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BPL

Buckeye Partners

$55.97

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$28.50

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EnLink Midstream

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EnLink Midstream Partners

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EPD

Enterprise Products

$29.40

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PAA

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$23.05

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SEP

Spectra Energy Partners

$43.40

0.81 (1.90%)

SHLX

Shell Midstream

$30.46

0.33 (1.10%)

TRGP

Targa Resources

$51.00

0.27 (0.53%)

WES

Western Gas Partners

$53.74

1.43 (2.73%)

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  • 23

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SIG

Signet Jewelers

$55.87

0.8 (1.45%)

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  • 23

    Jan

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BNED

Barnes & Noble Education

$7.71

0.01 (0.13%)

04:55
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  • 23

    Jan

FCPT

Four Corners Property Trust

$24.13

0.45 (1.90%)

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Four Corners Property Trust management to meet with JMP Securities »

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  • 23

    Jan

PRQR

ProQR Therapeutics

$3.03

0.025 (0.83%)

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  • 23

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BRG

Bluerock Residential

$9.22

0.03 (0.33%)

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  • 23

    Jan

UNF

UniFirst

$171.15

0.2 (0.12%)

04:55
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UniFirst management to meet with Northcoast »

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  • 23

    Jan

ABEO

Abeona Therapeutics

$14.85

0.25 (1.71%)

04:55
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  • 23

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