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DIS

Disney

$105.46

-1.76 (-1.64%)

, CMCSA

Comcast

$38.63

-0.89 (-2.25%)

08:03
12/07/17
12/07
08:03
12/07/17
08:03

Jefferies sees Disney, not Comcast, as more likely Fox suitor

Amid press reports that suggest Comcast (CMCSA) continues to pursue 21st Century Fox (FOXA) along with Disney (DIS), Jefferies analyst John Janedis says he sees Disney as the more likely suitor given the regulatory concerns with a Comcast deal. The analyst believes Comcast would need to offer a premium to Disney for Fox to compensate for more regulatory risk. However, assuming Comcast has interest in the same assets as Disney, and using the same $66B value for Fox's assets, the analyst estimates the deal would be high-single-digit dilutive to Comcast earnings, versus neutral to Disney due to relative tax rates.

DIS

Disney

$105.46

-1.76 (-1.64%)

CMCSA

Comcast

$38.63

-0.89 (-2.25%)

FOXA

21st Century Fox

$33.21

0.22 (0.67%)

DIS Disney
$105.46

-1.76 (-1.64%)

11/15/17
LOOP
11/15/17
NO CHANGE
Target $103
LOOP
Hold
Disney stock price to remain range-bound for some time, says Loop Capital
Loop Capital analyst David Miller says the move higher in Disney (DIS) stock price on Friday of last week had more to do with CEO Bob Iger's claim to price the company's "over the top" offerings below Netflix (NFLX) rather than stabilization in Cable subscriber base. Miller adds that speculation that Disney can "displace" Netflix was a "near-term overreaction", keeping his Hold rating and $103 price target.
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.
12/05/17
PIPR
12/05/17
NO CHANGE
Target $120
PIPR
Overweight
Piper sees potential Fox deal as 'clear positive' for Disney
Piper Jaffray analyst Stan Meyers weighs in on Disney's (DIS) talks with 21st Century Fox (FOXA) to acquire Fox's film and TV studio, its Sky stake, Star India and some U.S. cable networks. A decision is likely by the end of 2017, the analyst points out. A deal would give Disney an opportunity to add to its "rich" intellectual property assets, evolve the Marvel Cinematic Universe, improve leverage with key counterparts and diversify its revenue streams away from the Pay TV ecosystem, Meyers tells investors in a research note. He estimates the deal size to be roughly $44B. The analyst sees the potential transaction as a "clear positive" for Disney. Meyers keeps an Overweight rating on the shares with a $120 price target.
12/07/17
WELS
12/07/17
NO CHANGE
Target $40
WELS
Outperform
21st Century Fox price target raised to $40 from $34 at Wells Fargo
Wells Fargo analyst Marci Ryvicker raised her price target for 21st Century Fox (FOXA) saying she believes it would be worth as much per share in a Disney (DIS) deal. The analyst reiterates an Outperform rating on 21st Century Fox shares.
CMCSA Comcast
$38.63

-0.89 (-2.25%)

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.
11/21/17
JPMS
11/21/17
NO CHANGE
JPMS
Overweight
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.
11/22/17
PIPR
11/22/17
NO CHANGE
Target $25
PIPR
Overweight
TiVo ITC win raises odds of Comcast renewal, says Piper Jaffray
Piper Jaffray analyst Michael Olson said the International Trade Commission ruling in favor of TiVo (TIVO) increases the likelihood that a renewal deal with Comcast (CMCSA) will be reached, but he does not have it built into his estimates until early 2018. He maintains an Overweight rating and $25 price target on TiVo shares, which are up nearly 13% to $19.90 in pre-market trading.
FOXA 21st Century Fox
$33.21

0.22 (0.67%)

11/29/17
KEYB
11/29/17
NO CHANGE
KEYB
Q3 results, analysis of Q4 viewership trends show some bright spots, says KeyBanc
KeyBanc analyst Andy Hargreaves notes that the Department of Justice's decision to sue to block AT&T (T)/Time Warner (TWX) seems likely to halt additional M&A until a resolution is reached. Additionally, the analyst points out that Q4 viewership trends appear most positive for Discovery (DISCA), Viacom (VIAB) so far, and 21st Century Fox (FOXA) remains his favorite long among TV network stocks.

TODAY'S FREE FLY STORIES

BOLD

Audentes Therapeutics

$33.74

0.7 (2.12%)

20:43
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Initiation
Audentes Therapeutics initiated  »

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  • 12

    Sep

VNOM

Viper Energy

$38.06

-0.29 (-0.76%)

20:42
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08/20
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20:42
Upgrade
Viper Energy rating change  »

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SCPH

scPharmaceuticals

$4.94

-0.43 (-8.01%)

20:25
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Recommendations
scPharmaceuticals analyst commentary  »

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  • 24

    Sep

MDT

Medtronic

$90.06

-0.54 (-0.60%)

, TJX

TJX

$101.68

1.33 (1.33%)

20:25
08/20/18
08/20
20:25
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20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

MDT

Medtronic

$90.06

-0.54 (-0.60%)

TJX

TJX

$101.68

1.33 (1.33%)

SJM

J.M. Smucker

$115.92

1.35 (1.18%)

KSS

Kohl's

$78.86

2.43 (3.18%)

COTY

Coty

$12.41

0.19 (1.55%)

TOL

Toll Brothers

$34.72

0.33 (0.96%)

PINC

Premier

$38.35

-0.03 (-0.08%)

03/08/13
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03/08/13
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03/06/13
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  • 21

    Aug

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BHP

BHP Billiton

$48.30

0.38 (0.79%)

19:33
08/20/18
08/20
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19:33
Hot Stocks
Breaking Hot Stocks news story on BHP Billiton »

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TGE

Tallgrass Energy

$26.23

0.63 (2.46%)

19:23
08/20/18
08/20
19:23
08/20/18
19:23
Recommendations
Tallgrass Energy analyst commentary at MUFG »

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TLRY

Tilray

$35.91

5.2 (16.93%)

19:18
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Hot Stocks
Tilray Canada reaches pact with OCRC to supply cannabis brands, products »

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  • 28

    Aug

LFL

LATAM Airlines

$0.00

(0.00%)

19:10
08/20/18
08/20
19:10
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19:10
Earnings
LATAM Airlines reports Q2 operating income $6.5M vs. $48.2M last year »

Reports Q2 revenue $2.36B…

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MNOV

MediciNova

$8.99

-0.11 (-1.21%)

19:08
08/20/18
08/20
19:08
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Hot Stocks
MediciNova says NIH awards research griant to UCLA for MN-166 trial »

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HTZ

Hertz

$21.05

0.155 (0.74%)

, FN

Fabrinet

$44.00

0.365 (0.84%)

18:45
08/20/18
08/20
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18:45
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS:…

HTZ

Hertz

$21.05

0.155 (0.74%)

FN

Fabrinet

$44.00

0.365 (0.84%)

WDAY

Workday

$143.17

0.52 (0.36%)

SITO

Sito Mobile

$1.99

0.05 (2.58%)

NDSN

Nordson

$134.67

-0.12 (-0.09%)

APPN

Appian

$36.23

(0.00%)

CREE

Cree

$46.42

0.99 (2.18%)

MELI

MercadoLibre

$319.70

-4.3 (-1.33%)

03/08/13
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03/06/13
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  • 20

    Aug

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  • 21

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  • 04

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    Aug

IBKR

Interactive Brokers

$61.99

0.76 (1.24%)

18:43
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08/20
18:43
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18:43
Hot Stocks
FINRA fines Interactive Brokers $5.5M for regulation SHO violations »

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MSFT

Microsoft

$106.87

-0.71 (-0.66%)

18:29
08/20/18
08/20
18:29
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18:29
Hot Stocks
LinkedIn to let economics researchers mine its data »

Microsoft's LinkedIn…

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  • 04

    Sep

  • 12

    Sep

GSB

GlobalSCAPE

$3.46

(0.00%)

18:27
08/20/18
08/20
18:27
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18:27
Hot Stocks
GlobalSCAPE to launch $15M modified Dutch auction tender offer »

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  • 10

    Oct

BHP

BHP Billiton

$48.30

0.38 (0.79%)

18:24
08/20/18
08/20
18:24
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18:24
Earnings
BHP reports FY18 underlying profit $9.6B, consensus $9.2B according to Bloomberg »

BHP reports copper…

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LII

Lennox

$225.37

2.76 (1.24%)

18:19
08/20/18
08/20
18:19
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18:19
Earnings
Lennox cuts FY18 adjusted EPS view to $8.90-$9.30 from $9.95-$10.35 »

FY18 consensus $10.25.…

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GDI

Gardner Denver

$28.29

0.36 (1.29%)

18:10
08/20/18
08/20
18:10
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Initiation
Gardner Denver initiated at Morgan Stanley »

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MMM

3M

$204.57

-0.24 (-0.12%)

18:09
08/20/18
08/20
18:09
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18:09
Initiation
3M initiated at Morgan Stanley »

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ETN

Eaton

$81.33

0.35 (0.43%)

18:05
08/20/18
08/20
18:05
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18:05
Initiation
Eaton initiated at Morgan Stanley »

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FLS

Flowserve

$51.51

0.16 (0.31%)

18:01
08/20/18
08/20
18:01
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18:01
Initiation
Flowserve initiated at Morgan Stanley »

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ITW

Illinois Tool Works

$138.37

-1.05 (-0.75%)

17:59
08/20/18
08/20
17:59
08/20/18
17:59
Initiation
Illinois Tool Works initiated at Morgan Stanley »

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CFX

Colfax

$33.28

0.62 (1.90%)

17:56
08/20/18
08/20
17:56
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17:56
Initiation
Colfax initiated at Morgan Stanley »

Colfax initiated with an…

03/08/13
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ALLE

Allegion

$86.97

0.26 (0.30%)

17:54
08/20/18
08/20
17:54
08/20/18
17:54
Initiation
Allegion initiated at Morgan Stanley »

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CGNX

Cognex

$52.42

0.02 (0.04%)

17:53
08/20/18
08/20
17:53
08/20/18
17:53
Initiation
Cognex initiated at Morgan Stanley »

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UTX

United Technologies

$135.14

0.73 (0.54%)

17:47
08/20/18
08/20
17:47
08/20/18
17:47
Periodicals
United Technologies buys analytics firm Predikto, Dow Jones says »

United Technologies has…

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JCI

Johnson Controls

$38.73

0.48 (1.25%)

17:47
08/20/18
08/20
17:47
08/20/18
17:47
Initiation
Johnson Controls initiated at Morgan Stanley »

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