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TIVO

TiVo

$17.65

0.15 (0.86%)

, CMCSA

Comcast

$36.42

0.59 (1.65%)

18:52
11/21/17
11/21
18:52
11/21/17
18:52

ITC ruling a 'significant positive' for TiVo, says JPMorgan

The International Trade Commission tonight ruled in favor of TiVo (TIVO) in its final determination against Comcast (CMCSA), finding that the cable company is infringing on two of the six patents in question, JPMorgan analyst Sterling Auty tells investors in a research note. The analyst views the ruling as a "significant positive" for TiVo and a "major step" in both companies working toward final resolution. He estimates a settlement could bring in $90M-$100M of catchup payments and ongoing royalties to TiVo. Auty has an Overweight rating on the shares.

TIVO

TiVo

$17.65

0.15 (0.86%)

CMCSA

Comcast

$36.42

0.59 (1.65%)

TIVO TiVo
$17.65

0.15 (0.86%)

11/13/17
PIPR
11/13/17
NO CHANGE
PIPR
Overweight
TiVo CEO selection removes one uncertainty, says Piper Jaffray
Piper Jaffray analyst Michael Olson noted that TiVo's (TIVO) newly-named CEO Enrique Rodriguez has a "strong industry background" including experience launching and improving various entertainment platforms. Olson added that the CEO selection removes one uncertainty, but the status of a renewal at Comcast (CMCSA) remains investors' primary focus. He keeps an Overweight rating on TiVo shares.
11/10/17
COWN
11/10/17
NO CHANGE
Target $30
COWN
Outperform
Court win versus Comcast could lift TiVo shares $6, says Cowen
Cowen analyst Robert Stone noted the FTC has extended its target date for completion of the TiVo (TIVO) and Comcast (CMCSA) investigation to November 16. The analyst believes TiVo will prevail and he believes a win could add $6 to its current valuation. Stone also believes Tivo remains significantly undervalued and he reiterated his Outperform rating and $30 price target on TiVo shares.
10/26/17
JPMS
10/26/17
NO CHANGE
JPMS
Overweight
TiVo announced another positive contract win, says JPMorgan
JPMorgan analyst Sterling Auty says TiVo's (TIVO) multi-year renewal of its licensing agreements with Liberty Global (LBTYA) is another positive contract win. The news shows the company can grow both its license and product businesses, Auty tells investors in a research note. He keeps an Overweight rating on TiVo.
09/29/17
JPMS
09/29/17
NO CHANGE
JPMS
Expert sees positive settlements for TiVo, says JPMorgan
JP Morgan analyst Sterling Auty hosted Bloomberg Intelligence Litigation Analyst Matt Larson to discuss TiVo's (TIVO) ITC and District Court cases with Comcast (CMCSA, CMCSK) and Hulu. Larson said he believes settlement is the most likely outcome in both cases, which Auty sees as a positive for TiVo. A positive resolution could have "material upside" for TiVo's shares, as it bolsters the case for TiVo driving earnings to the $3 per share level, Auty added. JP Morgan kept an Overweight rating and $34 price target on TiVo shares.
CMCSA Comcast
$36.42

0.59 (1.65%)

11/21/17
11/21/17
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. Comcast (CMCSA) initiated with a Buy at Buckingham. 2. Celsion (CLSN) initiated with an Outperform at Oppenheimer. 3. Planet Fitness (PLNT) initiated with a Buy at DA Davidson on growth prospects. 4. Square (SQ) initiated with a Market Perform at Wells Fargo. 5. ForeScout (FSCT) was initiated with an Overweight at JPMorgan and KeyBanc, a Buy at BofA/Merrill, an Equal Weight at Morgan Stanley, and a Neutral at Citi. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
11/21/17
BUCK
11/21/17
INITIATION
Target $48
BUCK
Buy
Comcast initiated with a Buy at Buckingham
Buckingham analyst Matt Harrigan initiated Comcast with a Buy and $48 price target saying it combines a compelling Cable product, technology roadmap with ownership of powerhouse NBCUniversal.
11/21/17
BOFA
11/21/17
NO CHANGE
BOFA
D.R. Horton added to US 1 List, Mohawk, Comcast removed at BofA/Merrill
11/17/17
RILY
11/17/17
NO CHANGE
Target $36
RILY
Neutral
21st Century Fox price target raised to $36 from $29 at B. Riley FBR
B. Riley FBR analyst Barton Crockett raised his price target for 21st Century Fox (FOXA) to $36 citing recent reports that Disney (DIS), Comcast (CMCSA), Verizon (VZ) or Sony (SNE) may make offers for the company. The "formerly unthinkable" prospect of Rupert Murdoch selling assets is likely to be factored into the equity price for some time, Crockett tells investors in a research. He keeps a Neutral rating on Fox given the stock's proximity to his new target.

TODAY'S FREE FLY STORIES

BDRBF

Bombardier

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TWX

Time Warner

$90.25

0.6 (0.67%)

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Comcast

$39.71

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CMCSA

Comcast

$39.71

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CMCSK

Comcast

SNE

Sony

$44.84

0.39 (0.88%)

FOX

21st Century Fox

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

LGF.A

Lionsgate

$32.99

0.49 (1.51%)

DIS

Disney

$111.27

0.7 (0.63%)

VIAB

Viacom

$30.24

0.53 (1.78%)

VIA

Viacom

$34.40

0.25 (0.73%)

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  • 08

    Feb

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    Feb

EQIX

Equinix

$457.85

-2.5 (-0.54%)

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MET

MetLife

$51.41

-1.08 (-2.06%)

17:11
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Periodicals
Metlife failed to pay some pensions, Reuters reports »

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  • 12

    Jun

GM

General Motors

$40.95

0.14 (0.34%)

17:06
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GM facing $1B reckoning in ignition-switch settlement, WSJ reports »

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  • 09

    Jan

  • 16

    Jan

TCEHY

Tencent

$50.31

-0.231 (-0.46%)

, BABA

Alibaba

$173.55

1.8 (1.05%)

16:58
12/17/17
12/17
16:58
12/17/17
16:58
Periodicals
Tencent to buy stake in supermarket chain, Bloomberg reports »

Tencent (TCEHY) to buy a…

TCEHY

Tencent

$50.31

-0.231 (-0.46%)

BABA

Alibaba

$173.55

1.8 (1.05%)

03/08/13
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AMZN

Amazon.com

$1,179.14

4.88 (0.42%)

16:50
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Periodicals
Amazon in talks to acquire Sqrrl, Axios reports »

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  • 18

    Mar

HUM

Humana

$253.64

3.03 (1.21%)

, KND

Kindred Healthcare

$8.60

0.45 (5.52%)

16:48
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12/17
16:48
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16:48
Periodicals
Humana in talks to acquire Kindred Healthcare, Reuters reports »

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HUM

Humana

$253.64

3.03 (1.21%)

KND

Kindred Healthcare

$8.60

0.45 (5.52%)

03/08/13
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ORCL

Oracle

$48.30

-1.89 (-3.77%)

16:39
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12/17
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Oracle buys Aconex for $1.2B »

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CSX

CSX

$52.93

-4.38 (-7.64%)

16:35
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CSX announces death of CEO E. Hunter Harrison »

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VRX

Valeant

$19.71

0.03 (0.15%)

16:09
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Valeant, subsidiary announce early tender results »

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  • 27

    Dec

  • 18

    Jun

KMF

Kayne Anderson Midstream/Energy Fund

$13.78

0.09 (0.66%)

16:01
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Kayne Anderson Midstream/Energy Fund announces distribution of 30c per share »

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KYN

Kayne Anderson MLP

15:59
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Kayne Anderson MLP announces distribution of 45c per share for Q4 »

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KED

Kayne Anderson Energy

$16.68

-0.01 (-0.06%)

15:56
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KYE

Kayne Anderson Energy

$10.19

-0.01 (-0.10%)

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CSX

CSX

$52.93

-4.38 (-7.64%)

15:18
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CBOE

CBOE Holdings

$126.37

0.31 (0.25%)

11:22
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12/16
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Periodicals
CBOE should not be treated as 'set and forget,' Barron's says »

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DIS

Disney

$111.27

0.7 (0.63%)

, FOXA

21st Century Fox

$34.99

0.11 (0.32%)

11:17
12/16/17
12/16
11:17
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11:17
Periodicals
Disney/Fox 'a murky web of deals within deals,' Barron's says »

Walt Disney's (DIS)…

DIS

Disney

$111.27

0.7 (0.63%)

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

FOX

21st Century Fox

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ALK

Alaska Air

$70.83

1.44 (2.08%)

10:53
12/16/17
12/16
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Periodicals
Alaska air should bounce back in 2018, Barron's says »

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ONCE

Spark Therapeutics

$46.37

1.16 (2.57%)

10:42
12/16/17
12/16
10:42
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10:42
Periodicals
Spark Therapeutics selloff may be overdone, Barron's says »

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  • 12

    Jan

AAPL

Apple

$173.97

1.75 (1.02%)

10:29
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Periodicals
New Apple iPhone features also bring software bugs, Barron's says »

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NFLX

Netflix

$190.12

0.56 (0.30%)

, DIS

Disney

$111.27

0.7 (0.63%)

10:19
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NFLX

Netflix

$190.12

0.56 (0.30%)

DIS

Disney

$111.27

0.7 (0.63%)

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

FOX

21st Century Fox

MSGN

MSG Networks

$19.80

0.05 (0.25%)

AMCX

AMC Networks

$55.33

1.16 (2.14%)

VIAB

Viacom

$30.24

0.53 (1.78%)

03/08/13
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03/08/13
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03/06/13
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  • 08

    Feb

XOM

Exxon Mobil

$83.03

0.13 (0.16%)

09:22
12/16/17
12/16
09:22
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09:22
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Exxon disclosure of climate-change regulation impact has risks, Barron's says »

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DIS

Disney

$111.27

0.7 (0.63%)

, FOXA

21st Century Fox

$34.99

0.11 (0.32%)

07:58
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Week in review: How Trump's policies moved stocks »

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DIS

Disney

$111.27

0.7 (0.63%)

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

FOX

21st Century Fox

T

AT&T

$38.24

0.5 (1.32%)

CHTR

Charter

$322.31

-6.37 (-1.94%)

CMCSA

Comcast

$39.71

0.59 (1.51%)

CMCSK

Comcast

VZ

Verizon

$52.67

0.33 (0.63%)

NFLX

Netflix

$190.12

0.56 (0.30%)

AMZN

Amazon.com

$1,179.14

4.88 (0.42%)

FB

Facebook

$180.18

1.79 (1.00%)

TWTR

Twitter

$22.23

-0.35 (-1.55%)

GOOG

Alphabet

$1,064.19

15.04 (1.43%)

GOOGL

Alphabet Class A

$1,072.00

14.53 (1.37%)

DFS

Discover

$74.59

0.92 (1.25%)

SYF

Synchrony

$37.19

0.2 (0.54%)

COF

Capital One

$96.31

2.25 (2.39%)

OMF

OneMain Holdings

$25.50

0.25 (0.99%)

CIT

CIT Group

$49.78

0.64 (1.30%)

SC

Santander Consumer

$17.99

-0.29 (-1.59%)

SLM

Sallie Mae

$11.17

0.18 (1.64%)

AL

Air Lease

$45.80

1.07 (2.39%)

03/08/13
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  • 11

    Jan

  • 23

    Jan

  • 07

    Feb

  • 18

    Mar

  • 14

    Dec

SHOO

Steven Madden

$44.15

1.15 (2.67%)

04:55
12/16/17
12/16
04:55
12/16/17
04:55
Conference/Events
Steven Madden management to meet with B. Riley FBR »

Meetings to be held in…

03/08/13
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  • 16

    Dec

  • 07

    Jan

  • 08

    Jan

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