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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%)

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.
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.
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.
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.
CMCSA Comcast
$36.42

0.59 (1.65%)

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.
11/21/17
BOFA
11/21/17
NO CHANGE
BOFA
D.R. Horton added to US 1 List, Mohawk, Comcast removed at BofA/Merrill
11/21/17
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
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.

TODAY'S FREE FLY STORIES

USLV

VelocityShares 3x Long Silver ETN

$10.55

0.215 (2.08%)

06:36
04/25/18
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06:36
Technical Analysis
VelocityShares 3x Long Silver ETN: Pivot points, pivot low broken »

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BSX

Boston Scientific

$28.43

-0.39 (-1.35%)

06:36
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06:36
Earnings
Boston Scientific reports Q1 adj. EPS 33c, consensus 32c »

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CLDR

Cloudera

$14.47

-0.42 (-2.82%)

, HDP

Hortonworks

$17.04

-0.86 (-4.80%)

06:36
04/25/18
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06:36
Recommendations
Cloudera, Hortonworks analyst commentary  »

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CLDR

Cloudera

$14.47

-0.42 (-2.82%)

HDP

Hortonworks

$17.04

-0.86 (-4.80%)

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IYR

DJ US Real Estate Index Fund

$74.18

0.2 (0.27%)

06:35
04/25/18
04/25
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06:35
Technical Analysis
DJ US Real Estate Index Fund: Pivot points »

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RES

RPC, Inc.

$18.79

-0.48 (-2.49%)

06:35
04/25/18
04/25
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06:35
Earnings
RPC, Inc. reports Q1 EPS 24c, consensus 28c »

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CS

Credit Suisse

$16.29

-0.245 (-1.48%)

06:35
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04/25
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06:35
Hot Stocks
Credit Suisse: Global economy showing 'encouraging' growth prospects »

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IBB

iShares Nasdaq Biotechnology Index

$103.24

-1.55 (-1.48%)

06:35
04/25/18
04/25
06:35
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06:35
Technical Analysis
iShares Nasdaq Biotechnology Index: Pivot points »

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MKTX

MarketAxess

$200.58

-1.41 (-0.70%)

06:34
04/25/18
04/25
06:34
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06:34
Earnings
MarketAxess reports Q1 EPS $1.27, consensus $1.22 »

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LABD

Daily S&P Biotech Bear 3x Shares

$36.24

1.84 (5.35%)

06:34
04/25/18
04/25
06:34
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06:34
Technical Analysis
Daily S&P Biotech Bear 3x Shares: Pivot points »

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CS

Credit Suisse

$16.29

-0.245 (-1.48%)

06:34
04/25/18
04/25
06:34
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06:34
Earnings
Credit Suisse reports Q1 net income CHF694M, up 16% y/y »

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EWH

MSCI Hong Kong Index

$25.39

0.065 (0.26%)

06:34
04/25/18
04/25
06:34
04/25/18
06:34
Technical Analysis
MSCI Hong Kong Index: Pivot points »

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KBSTY

Kobe Steel

06:33
04/25/18
04/25
06:33
04/25/18
06:33
Hot Stocks
Kobe Steel facing investigation by Japanese authorities »

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GRUB

GrubHub

$98.09

-4.15 (-4.06%)

06:33
04/25/18
04/25
06:33
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06:33
Downgrade
GrubHub rating change  »

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EWG

iShares MSCI Germany

$32.57

-0.265 (-0.81%)

06:33
04/25/18
04/25
06:33
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06:33
Technical Analysis
iShares MSCI Germany: Pivot points »

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IJR

iShares Core S&P Small Cap ETF

$78.66

-0.36 (-0.46%)

06:33
04/25/18
04/25
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Technical Analysis
iShares Core S&P Small Cap ETF: Pivot points »

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IR

Ingersoll-Rand

$80.35

-2.88 (-3.46%)

06:33
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04/25
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Ingersoll-Rand CEO says 'We are off to a strong start in 2018' »

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  • 25

    Apr

TXN

Texas Instruments

$98.33

0.25 (0.25%)

, CY

Cypress Semiconductor

$15.87

-0.3 (-1.86%)

06:32
04/25/18
04/25
06:32
04/25/18
06:32
Recommendations
Texas Instruments, Cypress Semiconductor, ON Semiconductor, Autoliv analyst commentary  »

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TXN

Texas Instruments

$98.33

0.25 (0.25%)

CY

Cypress Semiconductor

$15.87

-0.3 (-1.86%)

ON

ON Semiconductor

$23.31

-0.16 (-0.68%)

ALV

Autoliv

$148.34

-1.8 (-1.20%)

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EEM

MSCI Emerging Markets Index

$46.65

-0.235 (-0.50%)

06:32
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Technical Analysis
MSCI Emerging Markets Index: Pivot points »

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EWW

iShares MSCI Mexico

$50.98

-0.13 (-0.25%)

06:32
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iShares MSCI Mexico: Pivot points »

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DOCU

Docusign

06:32
04/25/18
04/25
06:32
04/25/18
06:32
Syndicate
Docusign IPO range raised to $26.00-$28.00 from $24.00-$26.00 »

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  • 27

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UUP

PowerShares DB US Dollar Index Up

$23.83

-0.04 (-0.17%)

06:31
04/25/18
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06:31
Technical Analysis
PowerShares DB US Dollar Index Up: Pivot points, pivot high broken »

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CR

Crane

$87.78

-7.56 (-7.93%)

06:31
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06:31
Upgrade
Crane rating change  »

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TGNA

Tegna

$10.72

0.07 (0.66%)

06:31
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04/25
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06:31
Upgrade
Tegna rating change  »

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  • 08

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IR

Ingersoll-Rand

$80.35

-2.88 (-3.46%)

06:31
04/25/18
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06:31
Hot Stocks
Breaking Hot Stocks news story on Ingersoll-Rand »

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UDN

PowerShares DB US Dollar Index Down

$22.66

0.04 (0.18%)

06:30
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Technical Analysis
PowerShares DB US Dollar Index Down: Pivot points »

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