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ATVI

Activision Blizzard

$62.05

0.69 (1.12%)

, TTWO

Take-Two

$103.44

-0.16 (-0.15%)

05:36
10/13/17
10/13
05:36
10/13/17
05:36

September NPD video game software sales rose 31%, says Piper Jaffray

September NPD video game software sales were up 31% year-over-year due to the launch of Destiny 2 from Activision Blizzard (ATVI), the second biggest title of the month, Piper Jaffray analyst Michael Olson tells investors in a research note. He notes the top title for the month was NBA 2K18 from Take-Two Interactive (TTWO). The analyst says Activision is tracking well ahead of his estimates and consensus, while Electronic Arts (EA) and Take-Two are slightly lagging. Olson keeps an Overweight rating on all three names.

ATVI

Activision Blizzard

$62.05

0.69 (1.12%)

TTWO

Take-Two

$103.44

-0.16 (-0.15%)

EA

Electronic Arts

$117.14

1.09 (0.94%)

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    Oct

  • 02

    Nov

  • 07

    Nov

  • 20

    Nov

ATVI Activision Blizzard
$62.05

0.69 (1.12%)

10/09/17
COWN
10/09/17
DOWNGRADE
COWN
Market Perform
Activision Blizzard downgraded to Market Perform from Outperform at Cowen
10/04/17
LEHM
10/04/17
INITIATION
Target $65
LEHM
Equal Weight
Activision Blizzard initiated with an Equal Weight at Barclays
Barclays analyst Ryan Gee started Activision Blizzard with an Equal Weight rating and $65 price target. The analyst thinks catalysts are priced in at current share levels. He also doesn't believe Candy Crush can grow players or that eSports will be meaningful in the near term.
10/09/17
COWN
10/09/17
DOWNGRADE
Target $66
COWN
Market Perform
Activision Blizzard downgraded to Market Perform at Cowen
As reported previously, Cowen analyst Doug Creutz downgraded Activision Blizzard based on a combination of worries about heavy industry competition in 2018, the potential for sentiment disappointments in some of its key growth initiatives, and valuation that fairly captures its growth opportunities. Creutz maintained his $66 price target on Activision Blizzard shares.
09/20/17
BARD
09/20/17
NO CHANGE
Target $68
BARD
Outperform
Activision launch of Overwatch League largely on schedule, says Baird
Baird analyst Colin Sebastian noted that Activision Blizzard announced the addition of three new Overwatch League franchises and said its inaugural season will launch on January 10, 2018, saying the "soft launch" of preseason matches in December is in line with management's original target of the second half of this year. The analyst, who expects the league to generate a modest revenue boost in the first half of FY18 and notes the company's significant expansion plans for the future, keeps an Outperform rating on Activision shares.
TTWO Take-Two
$103.44

-0.16 (-0.15%)

10/09/17
COWN
10/09/17
DOWNGRADE
COWN
Market Perform
Take-Two downgraded to Market Perform from Outperform at Cowen
10/03/17
PIPR
10/03/17
NO CHANGE
PIPR
Take-Two's RDR 2 trailer drawing strong interest, says Piper Jaffray
Piper Jaffray analyst Michael J. Olson noted that Take-Two developer Rockstar released a second trailer for Red Dead Redemption 2, or RDR 2, which has drawn strong interest with 35M views and a "like to dislike" ration of 52.9. Olson believes the title will have a "blockbuster launch," and sees solid lead-ins from GTA Online and the launch of NBA 2K18. Olson maintains an Overweight rating on Take Two shares.
10/09/17
COWN
10/09/17
DOWNGRADE
Target $83
COWN
Market Perform
Take-Two downgraded to Market Perform at Cowen
As reported previously, Cowen analyst Doug Creutz downgraded Take-Two to Market Perform from Outperform based on worries about heavy industry competition in 2018, a belief that FY19 will represent a significant multi-year earnings peak, and a valuation that he thinks fully captures the growth opportunities in front of the company. Creutz maintained his $83 price target on Take-Two shares.
10/04/17
LEHM
10/04/17
INITIATION
Target $115
LEHM
Overweight
Take-Two initiated with an Overweight at Barclays
Barclays analyst Ryan Gee started Take-Two Interactive Software with an Overweight rating and $115 price target. The analyst views the company as the only video game stock with potential for meaningful earnings upside and material multiple expansion. He recommends being aggressive on the shares into the Spring 2018 launch of Red Dead Online 2.
EA Electronic Arts
$117.14

1.09 (0.94%)

10/10/17
RHCO
10/10/17
INITIATION
Target $133
RHCO
Buy
Electronic Arts initiated with a Buy at SunTrust
SunTrust analyst Matthew Thornton started Electronic Arts with a Buy rating and $133 price target. The company's sports games offer a "growing annuity-like revenue stream with limited competition," the analyst contends.
09/20/17
BUCK
09/20/17
INITIATION
Target $143
BUCK
Buy
Electronic Arts initiated with a Buy at Buckingham
Buckingham analyst Scott Krasik initiated Electronic Arts with a Buy and $143 price target. The analyst sees the shift to digital distribution and in-game content delivery as game changers for the video game publishers, leading to better revenue predictability and higher margins. Kraisk expects further share upside from higher sales and earnings revisions by management, multiple expansion as the company builds its IP portfolio, increased attention by consumer investors on the category as traditional retail becomes less investable.
10/04/17
LEHM
10/04/17
INITIATION
Target $129
LEHM
Overweight
Electronic Arts initiated with an Overweight at Barclays
Barclays analyst Ryan Gee started Electronic Arts with an Overweight rating and $129 price target. The analyst is bullish on the company's margin expansion opportunity and accelerating digital revenue growth.
10/11/17
10/11/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Electronic Arts (EA) initiated with a Buy at SunTrust. 2. FedEx (FDX) was initiated with an Overweight at KeyBanc, while Schneider National (SNDR) was initiated with a Sector Weight. 3. Hostess Brands (TWNK) initiated with a Neutral at JPMorgan. 4. INC Research (INCR) re-initiated with an Outperform at Credit Suisse. 5. First Bank (FRBA) resumed with a Hold at Sandler O'Neill. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

, BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

16:26
02/24/18
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16:26
02/24/18
16:26
Hot Stocks
Buffett believes Berkshire can handle $400B mega-catastrophe »

In his annual letter to…

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

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BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

, BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

16:19
02/24/18
02/24
16:19
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16:19
Periodicals
Buffet says laments inability to find targets for Berkshire to buy, Reuters says »

Warren Buffett lamented…

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

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BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

, BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

16:16
02/24/18
02/24
16:16
02/24/18
16:16
Periodicals
Berkshire Hathaway reports record profit fueled by tax reform, Reuters says »

Berkshire Hathaway…

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

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TWTR

Twitter

$32.66

0.55 (1.71%)

16:12
02/24/18
02/24
16:12
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16:12
Periodicals
Twitter's SoundCloud investment officially wiped out, Recode reports »

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AAPL

Apple

$175.50

3 (1.74%)

16:08
02/24/18
02/24
16:08
02/24/18
16:08
Periodicals
Apple to store sensitive encryption keys in China, WSJ reports »

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VLKAY

Volkswagen

$40.98

0.09 (0.22%)

16:00
02/24/18
02/24
16:00
02/24/18
16:00
Periodicals
Volkswagen's U.S. unit settles emissions suit, Reuters reports »

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DAL

Delta Air Lines

$53.46

0.91 (1.73%)

, UAL

United Continental

$67.57

0.87 (1.30%)

15:56
02/24/18
02/24
15:56
02/24/18
15:56
Periodicals
Delta, United Airlines cut ties with NRA, Reuters reports »

Delta Air Lines (DAL) and…

DAL

Delta Air Lines

$53.46

0.91 (1.73%)

UAL

United Continental

$67.57

0.87 (1.30%)

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03/06/13
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03/06/13
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BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

, BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

15:53
02/24/18
02/24
15:53
02/24/18
15:53
Earnings
Berkshire Hathaway reports Q4 operating EPS $3,338, consensus $2,622.23 »

Reports FY17 operating…

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

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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TWX

Time Warner

$94.70

0.33 (0.35%)

, T

AT&T

$36.72

0.25 (0.69%)

15:44
02/24/18
02/24
15:44
02/24/18
15:44
Periodicals
May be time to consider Time Warner, Barron's says »

Time Warner (TWX) shares…

TWX

Time Warner

$94.70

0.33 (0.35%)

T

AT&T

$36.72

0.25 (0.69%)

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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JKHY

Jack Henry

$121.95

1.79 (1.49%)

12:59
02/24/18
02/24
12:59
02/24/18
12:59
Conference/Events
Jack Henry management to meet with Stephens »

Meetings to be held in…

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PFBC

Preferred Bank

$64.05

0.86 (1.36%)

12:52
02/24/18
02/24
12:52
02/24/18
12:52
Conference/Events
Preferred Bank management to meet with Stephens »

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R

Ryder

$74.54

0.19 (0.26%)

12:47
02/24/18
02/24
12:47
02/24/18
12:47
Conference/Events
Ryder management to meet with Stephens »

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ASPU

Aspen Group

$8.85

1.48 (20.08%)

12:29
02/24/18
02/24
12:29
02/24/18
12:29
Conference/Events
Aspen Group to hold a conference call »

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  • 11

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TWTR

Twitter

$32.66

0.55 (1.71%)

, AOBC

American Outdoor Brands

$10.00

-0.12 (-1.19%)

10:47
02/24/18
02/24
10:47
02/24/18
10:47
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

TWTR

Twitter

$32.66

0.55 (1.71%)

AOBC

American Outdoor Brands

$10.00

-0.12 (-1.19%)

RGR

Sturm, Ruger

$49.90

0.9 (1.84%)

X

U.S. Steel

$43.52

0.54 (1.26%)

STLD

Steel Dynamics

$47.47

-0.53 (-1.10%)

NUE

Nucor

$66.94

-0.01 (-0.01%)

AKS

AK Steel

$5.50

-0.12 (-2.14%)

AET

Aetna

$175.55

0.49 (0.28%)

ANTM

Anthem

$235.24

1.56 (0.67%)

CNC

Centene

$100.45

0.96 (0.96%)

CI

Cigna

$194.79

2.89 (1.51%)

HNT

Health Net

HUM

Humana

$271.19

3.38 (1.26%)

MOH

Molina Healthcare

$72.94

1.38 (1.93%)

UNH

UnitedHealth

$230.16

3.07 (1.35%)

WCG

WellCare

$192.05

0.03 (0.02%)

03/08/13
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03/06/13
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03/06/13
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DBX

Dropbox

, SNAP

Snap

$17.45

-0.06 (-0.34%)

09:49
02/24/18
02/24
09:49
02/24/18
09:49
Periodicals
Dropbox IPO bodes well, Barron's says »

In a follow-up article…

DBX

Dropbox

SNAP

Snap

$17.45

-0.06 (-0.34%)

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  • 07

    Mar

IPG

Interpublic Group

$24.24

0.3 (1.25%)

, OMC

Omnicom

$77.31

0.52 (0.68%)

09:42
02/24/18
02/24
09:42
02/24/18
09:42
Periodicals
Advertising companies cheaper than usual, Barron's says »

After a tumble last year,…

IPG

Interpublic Group

$24.24

0.3 (1.25%)

OMC

Omnicom

$77.31

0.52 (0.68%)

PUBGY

Publicis

$18.82

0.09 (0.48%)

WPP

WPP

$95.30

0.93 (0.99%)

03/08/13
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  • 26

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MSFT

Microsoft

$94.06

2.33 (2.54%)

, INTC

Intel

$47.73

1.93 (4.21%)

09:36
02/24/18
02/24
09:36
02/24/18
09:36
Periodicals
Quantum computing soon to be reality, Barron's says »

Microsoft (MSFT) predicts…

MSFT

Microsoft

$94.06

2.33 (2.54%)

INTC

Intel

$47.73

1.93 (4.21%)

NVDA

Nvidia

$245.93

3.78 (1.56%)

MU

Micron

$46.53

2.28 (5.15%)

GOOG

Alphabet

$1,126.79

20.16 (1.82%)

GOOGL

Alphabet Class A

$1,128.09

18.19 (1.64%)

AMZN

Amazon.com

$1,500.00

14.66 (0.99%)

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AMZN

Amazon.com

$1,500.00

14.66 (0.99%)

09:26
02/24/18
02/24
09:26
02/24/18
09:26
Periodicals
Many downsides when Amazon's HQ2 comes to town, Barron's says »

As Amazon decides on the…

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  • 26

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BHGE

Baker Hughes

$28.03

-0.01 (-0.04%)

04:55
02/24/18
02/24
04:55
02/24/18
04:55
Conference/Events
Baker Hughes management to meet with UBS »

Meeting to be held in San…

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  • 24

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GE

General Electric

$14.49

-0.01 (-0.07%)

18:49
02/23/18
02/23
18:49
02/23/18
18:49
Periodicals
General Electric could face DOJ action over subprime mortgages, Reuters says »

General Electric may face…

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BEDU

Bright Scholar

$20.15

0.34 (1.72%)

18:30
02/23/18
02/23
18:30
02/23/18
18:30
Syndicate
Bright Scholar files to sell 10M American Depositary Shares »

Each ADS represents one…

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JNJ

Johnson & Johnson

$132.02

2.11 (1.62%)

, CMD

Cantel Medical

$115.34

2.45 (2.17%)

18:03
02/23/18
02/23
18:03
02/23/18
18:03
Periodicals
J&J sterilization unit draws bids from Cantel Medical, Medtronic, Bloomberg says »

Cantel Medical (CMD) and…

JNJ

Johnson & Johnson

$132.02

2.11 (1.62%)

CMD

Cantel Medical

$115.34

2.45 (2.17%)

MDT

Medtronic

$80.39

-0.02 (-0.02%)

KKR

KKR

$21.96

0.18 (0.83%)

CG

Carlyle Group

$23.15

-0.1 (-0.43%)

MMM

3M

$237.02

1.02 (0.43%)

03/08/13
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AET

Aetna

$175.55

0.49 (0.28%)

, CVS

CVS Health

$68.16

0.16 (0.24%)

18:00
02/23/18
02/23
18:00
02/23/18
18:00
Hot Stocks
Aetna: CVS deal part of long-term solution toward value-based system »

According to prepared…

AET

Aetna

$175.55

0.49 (0.28%)

CVS

CVS Health

$68.16

0.16 (0.24%)

03/08/13
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  • 16

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MYND

MYnd Analytics

$2.60

0.0301 (1.17%)

17:56
02/23/18
02/23
17:56
02/23/18
17:56
Syndicate
Breaking Syndicate news story on MYnd Analytics »

MYnd Analytics files to…

03/08/13
Wedge Partners
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03/06/13
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MYND

MYnd Analytics

$2.60

0.0301 (1.17%)

17:55
02/23/18
02/23
17:55
02/23/18
17:55
Syndicate
Breaking Syndicate news story on MYnd Analytics »

MYnd Analytics files to…

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03/06/13
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