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DIS

Disney

$100.11

-0.44 (-0.44%)

, NFLX

Netflix

$194.39

9.94 (5.39%)

06:07
10/06/17
10/06
06:07
10/06/17
06:07

Netflix price increase good for Disney, says Wells Fargo

Wells Fargo analyst Ken Sena views the 10% price increase announced yesterday by Netflix (NFLX) as good for Disney (DIS). The analyst believes the move by Netflix suggests his model for Disney's steaming app, which he priced at $9.99 per month two years from now, could have upside. He believes the timing makes for sense for Netflix, since it continues to gain subscribers despite streaming bundles and is adding originals. Sena out Outperform ratings on both Disney and Netflix.

DIS

Disney

$100.11

-0.44 (-0.44%)

NFLX

Netflix

$194.39

9.94 (5.39%)

  • 16

    Oct

  • 22

    Oct

  • 09

    Nov

DIS Disney
$100.11

-0.44 (-0.44%)

09/28/17
RSBL
09/28/17
NO CHANGE
RSBL
Disney price target cut to $110 from $115 at Rosenblatt
Rosenblatt cut its price target and estimates on Disney, citing recent comments by the company and investments the company plans to make in its BAMTech business and its streaming service. The firm's fiscal 2018 EPS estimate is now slightly below consensus, and its fiscal 2019 EPS estimate is 50c below the consensus level. The firm says that Disney's efforts to develop direct to consumer TV products "could be challenging and dilutive in the early years." It keeps a Neutral rating
09/26/17
JMPS
09/26/17
NO CHANGE
Target $64
JMPS
Outperform
Sentiment on Akamai has turned too negative, says JMP Securities
JMP Securities analyst Greg McDowell believes investor sentiment has turned too negative on Akamai (AKAM), as he believes the company still has a solid business and its future potential with OTT and security remain underappreciated. Widespread OTT adoption is nearer than investors think and Disney's (DIS) recent BAMTech deal and upcoming ESPN OTT launch could help Akamai stabilize or even grow media revenue, he tells investors. McDowell keeps an Outperform rating and $64 price target on Akamai shares.
09/25/17
BTIG
09/25/17
NO CHANGE
BTIG
Sell
Disney approach to price hikes won't work anymore, says BTIG
BTIG analyst Richard Greenfield said he believes Disney (DIS) will go dark on October 1 for Altice's (ATUS) subscribers and Altice will tell all its subscribers their bills will be dropping by at least $12 per month. The analyst, who thinks Disney's approach to negotiating with Altice seems "completely disconnected from reality," does not think Disney's negotiating tactics will work anymore. Greenfield keeps a Sell rating on Disney shares.
09/19/17
09/19/17
NO CHANGE

Cowen lowers price targets on media companies
Cowen analyst Doug Crentz cut his price targets for several media companies, as he believes that the margin pressure on TV networks will continue. The analyst believes that consensus estimates for TV broadcasters are too high, as he expects that the decline in the sector's EBITDA margin will more than double this year, driven by lower ad and affiliate revenue. He believes that two "deep-pocketed, low margin competitors -Netflix (NFLX) and Amazon (AMZN) - are the root of the problem. He cut his price target on Viacom (VIAB) to $31 from $41, on Discovery (DISCA) to $19 from $25, on Fox (FOXA) to $29 from $32, on CBS (CBS) to $69 from $70 and on Disney (DIS) to $94 from $95.
NFLX Netflix
$194.39

9.94 (5.39%)

10/06/17
JEFF
10/06/17
NO CHANGE
Target $180
JEFF
Hold
Netflix price target raised to $180 from $165 at Jefferies
Jefferies analyst John Janedis raised his price target for Netflix to $180 after streaming service said it will increase the price of its standard and premium plans by $1 and $2 per month, respectively. The analyst assumes that the price increase could be fully in place by the end of Q4. Janedis sees only modest churn from the news and additional domestic revenue of $510M. He keeps a Hold rating on Netflix.
10/05/17
KEYB
10/05/17
NO CHANGE
KEYB
Netflix price target raised to $206 at KeyBanc
KeyBanc analyst Andy Hargreaves said in a research note that he views Netflix's domestic price increase announcement as a positive, seeing it as a signal of confidence in subscriber growth and pricing power. Hargreaves raised his price target on Netflix to $206 from $190 and maintained an Overweight rating, calling Netflix a "core holding."
10/04/17
UBSW
10/04/17
NO CHANGE
Target $225
UBSW
Buy
Netflix price target raised to $225 from $190 at UBS
UBS analyst Doug Mitchelson raised his price target on Netflix to $225 from $190 as he sees upside to Q3 guidance based on analysis that suggests subscriber growth momentum has been sustained in Q3 with broad-based improvements across all markets. Mitchelson reiterated his Buy rating on Netflix shares.
10/04/17
PIPR
10/04/17
NO CHANGE
Target $215
PIPR
Overweight
Piper search trend analysis shows Q3 upside for Netflix
Piper Jaffray analyst Michael Olson says his firm's analysis of Netflix search trends on Google suggests Q3 upside for both international and domestic subscribers. The analyst is modeling 11.5% year-over-year Q3 domestic sub growth, above the consensus of 10.7%, and his firm's search index points to 16% growth. For international, Olson models 43% year-over-year sub growth, above the consensus at 42%, and his firm's index points to 71% growth. He points out that Piper's index has historically had some degree of error. The index, however, is directionally positive and shows a high likelihood of Q3 upside for Netflix, Olson argues. He maintains an Overweight rating on the shares with a $215 price target.

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AIMT

Aimmune

$32.21

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NUAN

Nuance

$16.28

-0.28 (-1.69%)

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SSNLF

Samsung

, QCOM

Qualcomm

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SUN

Sunoco

$30.00

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VMI

Valmont

$156.55

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