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DIS

Disney

$102.68

1.5 (1.48%)

, FOXA

21st Century Fox

$28.70

0.61 (2.17%)

09:04
11/10/17
11/10
09:04
11/10/17
09:04

Disney deal for Fox wouldn't solve underlying problems, says Bernstein

Bernstein analyst Todd Juenger noted that Disney (DIS) has gone from a situation where reported EPS was going up but its stock price was going down to one where EPS is going down but the stock has been going up a bit driven by M&A speculation. However, he contends that the current round of renewed M&A speculation is happening because underlying fundamentals are "so bad" and even if a deal for Disney to buy Fox (FOXA) assets happens it wouldn't solve the underlying problems. He also thinks the chances of a Disney-Fox deal as currently described are "very low." Juenger maintains a Market Perform rating and $101 price target on Disney shares.

DIS

Disney

$102.68

1.5 (1.48%)

FOXA

21st Century Fox

$28.70

0.61 (2.17%)

FOX

21st Century Fox

$28.13

0.78 (2.85%)

DIS Disney
$102.68

1.5 (1.48%)

11/01/17
SBSH
11/01/17
NO CHANGE
Target $119
SBSH
Buy
Disney offers 'unique window of opportunity' at these levels, says Citi
Citi analyst Jason Bazinet believes Disney at current levels offers investors a "particularly unique window of opportunity" ahead of the company's pivot to over-the-top. The shares trade at a "relatively low multiple" on depressed earnings, Bazinet tells investors in a research note. He says he can't think of a "better set-up for stock appreciation." The analyst trimmed his price target for Disney shares to $119 from $121 and keeps a Buy rating on the name. He expects Disney's over-the-to pivot will likely dampen earnings growth in the near-term and lowered his fiscal 2017 earnings per share estimate to $5.71 from $5.76 and fiscal 2018 estimate to $6.35 from $6.51.
11/10/17
SBSH
11/10/17
NO CHANGE
Target $119
SBSH
Buy
Disney quarterly miss not as bad as it looks, says Citi
Citi analyst Jason Bazinet says Disney's quarterly results last night are not as bad as they look. Three one-time items impacted the results, namely Hurricane Irma, cancellation of an animated film and the BAMTech acquisition, Bazinet tells investors in a post-earnings research note. Investors' greatest concern, Cable, was mostly in-line, the analyst adds. He thinks the stock could even trade higher today and keeps a Buy rating on Disney with a $119 price target.
11/10/17
PIPR
11/10/17
NO CHANGE
Target $120
PIPR
Overweight
Disney price target lowered to $120 from $130 at Piper Jaffray
Piper Jaffray analyst Stan Meyers lowered his price target for Disney shares to $120 saying investments into BamTech, Hulu, lower ratings at ABC/ESPN and Hurricane Irma drove the miss in Q4. The analyst, however, remains "upbeat" on the shares citing a "strong" film slate, growth from recent and upcoming carriage renewals, and continued momentum at the Parks. Meyers keeps an Overweight rating on Disney.
11/10/17
LOOP
11/10/17
NO CHANGE
Target $104
LOOP
Hold
Disney revenue miss due to shortfall at Media Networks, says Loop Capital
Loop Capital analyst David Miller says Disney's revenue miss was largely the result of a notable shortfall at Media Networks, where sales of $5.46B were down 3.4% on the year largely because of lower advertising sales at ABC. Media's EBIT result was constrained by higher NBA rights costs, says the analyst, adding that Disney CFO has also warned that ESPN ad sales are pacing down in Q1. Miller notes that Disney's Theme Parks division is performing well, with Q4 revenues rising 6.4% thanks to higher occupancy levels at both Orlando and Anaheim along with the effects of surge pricing. The analyst keeps his Hold rating and nudges the price target to $104 from $103 following Q4 results.
FOXA 21st Century Fox
$28.70

0.61 (2.17%)

11/07/17
WELS
11/07/17
NO CHANGE
WELS
21st Century Fox worth $41 per share as sum of parts, says Wells Fargo
Wells Fargo analyst Marci Ryvicker believes 21st Century Fox is worth $41 per share as a sum of its parts, or $47 per share including all of Sky. As such, the analyst sees substantial upside potential for 21st Century Fox based on this analysis. Ryvicker maintained an Outperform rating and $34 price target on 21st Century Fox based on the company's fundamentals, rather than M&A speculation.
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.
10/06/17
STFL
10/06/17
NO CHANGE
Target $200
STFL
Buy
Netflix 'still the best value' for consumers despite price hike, says Stifel
After Netflix (NFLX) disclosed it is raising subscription prices for the Standard and Premium tiers in the U.S., Stifel analyst Scott Devitt said he expects "similar round number increases" in a number of other markets, noting that the company has also confirmed increases for its top two U.K. plans. The analyst, who noted that Hulu's ad-free option and HBO Now (TWX) remain as expensive or more expensive than Netflix, said its streaming service is "still the best value on the consumer Internet." Devitt keeps a Buy rating and $200 price target on Netflix shares.
10/12/17
FBCO
10/12/17
NO CHANGE
Target $35
FBCO
Outperform
21st Century Fox price target lowered to $35 from $37 at Credit Suisse
Credit Suisse analyst Omar Sheikh lowered his price target for 21st Century Fox (FOXA) to $35 from $37 ahead of Q1 earnings. The analyst notes that the key near-term headwinds are soft NFL ratings and the risk that the Sky (SKYAY) transaction is blocked by U.K. regulators. The analyst reiterates an Outperform rating on 21st Century Fox shares.
FOX 21st Century Fox
$28.13

0.78 (2.85%)

08/01/17
FBCO
08/01/17
NO CHANGE
Target $37
FBCO
Outperform
21st Century Fox, Sky deal to take longer to clear, says Credit Suisse
Credit Suisse analyst Omar Sheikh continues to believe the Sky (SKYAY) transaction will eventually receive full regulatory approval, but highlights there is an elevated risk to the deal if it is referred to the CMA, and at best an extended period before it gets cleared. Meanwhile, he believes the 2018 21st Century Fox (FOXA) organic equity story looks compelling, and reiterates an Outperform rating and $37 price target on the shares.
10/30/17
OTRG
10/30/17
UPGRADE
OTRG
Positive
21st Century Fox upgraded to Positive from Mixed at OTR Global
08/08/17
BNCH
08/08/17
NO CHANGE
BNCH
Buy
Fox-ION 'rumors' most likely a negotiating tactic, says Benchmark
Benchmark analyst Daniel Kurnos highlighted a "slew" of "inconsistencies" that make him skeptical of last week's "unsubstantiated rumor published by Bloomberg" regarding Fox (FOXA) potentially forming a JV with ION and pulling all of its affiliate agreements from Sinclair (SBGI), concluding in a note to investors that this was "just another negotiating tactic by the network." Fox's "cozy" agreements with Tribune (TRCO) may get disrupted by Sinclair's acquisition, added Kurnos, who has a Buy rating on Sinclair shares.

TODAY'S FREE FLY STORIES

TSLA

Tesla

$315.05

2.55 (0.82%)

10:21
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GT

Goodyear Tire

$29.94

0.63 (2.15%)

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HMC

Honda

$32.62

0.02 (0.06%)

10:05
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Honda recalls 900,000 minivans on tip forward seats, Reuters says »

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PG

Procter & Gamble

$88.43

-0.82 (-0.92%)

09:48
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Activist investors Nelson Peltz still in P&G picture, Barron's says »

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BHGE

Baker Hughes

$30.91

0.76 (2.52%)

, GE

General Electric

$18.21

-0.04 (-0.22%)

09:39
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11/18
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09:39
Periodicals
Buy Baker Hughes, Barron's says »

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BHGE

Baker Hughes

$30.91

0.76 (2.52%)

GE

General Electric

$18.21

-0.04 (-0.22%)

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    Dec

CSCO

Cisco

$35.90

0.02 (0.06%)

09:19
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More needed for Cisco to have 'groove back,' Barron's says »

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IBM

IBM

$148.97

-0.15 (-0.10%)

09:10
11/18/17
11/18
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IBM could be next to fetch higher valuation, Barron's says »

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GE

General Electric

$18.21

-0.04 (-0.22%)

09:05
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11/18
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09:05
Periodicals
Option play offer some help given GE dividend, depressed stock, Barron's says »

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GE

General Electric

$18.21

-0.04 (-0.22%)

09:00
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11/18
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Periodicals
Risk remains after GE dividend cut, Barron's says »

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TWX

Time Warner

$88.72

0.71 (0.81%)

, T

AT&T

$34.51

-0.01 (-0.03%)

08:21
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11/18
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Week in review: How Trump's policies moved stocks »

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TWX

Time Warner

$88.72

0.71 (0.81%)

T

AT&T

$34.51

-0.01 (-0.03%)

NYT

New York Times

$17.65

0.05 (0.28%)

TEX

Terex

$44.82

0.8 (1.82%)

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  • 28

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TPIC

TPI Composites

$19.06

-0.97 (-4.84%)

07:25
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11/18
07:25
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07:25
Conference/Events
TPI Composites to host investor day »

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  • 05

    Dec

SYNA

Synaptics

$38.21

0.57 (1.51%)

04:55
11/18/17
11/18
04:55
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04:55
Conference/Events
Synaptics management to meet with KeyBanc »

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  • 18

    Nov

MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

, BRCD

Brocade

18:01
11/17/17
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Hot Stocks
S&P announces changes to S&P MidCap 400, S&P SmallCap 600 indices »

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

BRCD

Brocade

IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

AVGO

Broadcom

$271.86

-0.25 (-0.09%)

TCMD

Tactile Systems

$25.98

-0.23 (-0.88%)

LMOS

Lumos Networks

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WGL

WGL Holdings

$84.32

-0.14 (-0.17%)

18:01
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Earnings
WGL Holdings reports Q4 adjusted EPS (17c), consensus (19c) »

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TCMD

Tactile Systems

$25.98

-0.23 (-0.88%)

, LMOS

Lumos Networks

17:58
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IVR

Invesco Mortgage

$17.36

0.07 (0.40%)

, MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

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Breaking Hot Stocks news story on Invesco Mortgage, MKS Instruments »

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

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MKSI

MKS Instruments

$103.50

-0.35 (-0.34%)

, BRCD

Brocade

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MKS Instruments to replace Brocade in S&P 400 at open on 11/22 »

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MKSI

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$103.50

-0.35 (-0.34%)

BRCD

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AVGO

Broadcom

$271.86

-0.25 (-0.09%)

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  • 06

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UQM

UQM Technologies

$1.18

0.015 (1.29%)

17:24
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11/17
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Syndicate
Breaking Syndicate news story on UQM Technologies »

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GS

Goldman Sachs

$238.02

-1.35 (-0.56%)

17:23
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Goldman Sachs has $510M lawsuit dismissed, Reuters reports »

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VICL

Vical

$1.94

-0.02 (-1.02%)

17:18
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Breaking Hot Stocks news story on Vical »

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:18
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Ligand director sells 5,000 common shares »

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:17
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Ligand CFO sells 6,559 common shares »

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LGND

Ligand

$140.31

-1.4 (-0.99%)

17:17
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Ligand CEO sells 5,269 common shares »

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MBI

MBIA

$9.01

0.13 (1.46%)

17:15
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17:15
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Breaking Hot Stocks news story on MBIA »

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RBCN

Rubicon

$8.07

0.1218 (1.53%)

17:03
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Breaking Hot Stocks news story on Rubicon »

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