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NFLX

Netflix

$209.99

4.36 (2.12%)

06:06
01/08/18
01/08
06:06
01/08/18
06:06

Piper sees subscriber growth upside for Netflix in Q4

Piper Jaffray analyst Michael Olson says his analysis of Netflix search trends suggests upside potential for both international and domestic subscribers in Q4. The analyst models 9.3% year-over-year domestic sub growth in Q4 while his search index points to 16.7% growth. For international, the analyst models 38.7% year-over-year sub growth while his index points to 56.4% growth. Olson maintains an Overweight rating on Netflix with a $240 price target.

  • 08

    Jan

  • 22

    Jan

NFLX Netflix
$209.99

4.36 (2.12%)

01/02/18
MACQ
01/02/18
UPGRADE
MACQ
Outperform
Netflix upgraded to Outperform from Neutral at Macquarie
Macquarie analyst Tim Nollen upgraded Netflix to Outperform and raised its price target to $220 from $200 saying he prefers media companies with subscription over ad-driven content, with scaled distribution and international presence. The analyst said consumers' increased lack of tolerance for advertising is driving them to subscription OTT services, and Netflix is the leader. He believes Netflix's price increases are now coming through, and the company is expanding its distribution relationships with cable operators and telcos globally, while international growth is taking off.
01/02/18
01/02/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. L Brands (LB) upgraded to Outperform from Neutral at Baird with analyst Mark Altschwagern saying he believes the company is on track to meet or exceed December comparable sales and fourth quarter expectations. 2. Lennar (LEN) upgraded to Outperform from Market Perform at Wells Fargo with analyst Stephen East citing his post-tax reform earnings per share estimate but without the CalAtlantic (CAA) acquisition included. 3. Disney (DIS), Netflix (NFLX), AMC Networks (AMCX), and Discovery (DISCA) were upgraded to Outperform from Neutral at Macquarie. 4. Abbott (ABT) was upgraded to Overweight from Equal Weight at Morgan Stanley and to Overweight from Neutral at JPMorgan. 5. Baxter (BAX) was upgraded to Buy from Neutral at BofA/Merrill and to Overweight from Neutral at JPMorgan. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/03/18
BARD
01/03/18
NO CHANGE
Target $190
BARD
Neutral
Netflix Q4 results likely solid, says Baird
Baird analyst William Power said his survey shows Q4 is likely to be solid for Netflix. He said the results are likely fueled by new shows and follow-on seasons. He also believes International growth remains strong. However, Power maintained his Neutral rating and $190 price target on Netflix shares, as he views its valuation as fair in light of increasing competitive threats and significant ongoing cash burn.
01/05/18
SBSH
01/05/18
NO CHANGE
Target $1400
SBSH
Buy
Citi names Amazon top Internet pick for 2018, ups target to $1,400
Citi analyst Mark May remains bullish on the consumer Internet sector, especially over the near term. The analyst believes a "positive, tax reform fueled, business climate" should benefit the end-markets of the companies in the space. After outperformance in 2017, however, he recommends being more selective in 2018. Amazon.com (AMZN) moves up a spot to become his top-ranked pick for 2018. May sees the combination of greater than 30% sales growth, margin expansion and the current valuation as a "compelling mix." He raised his price target for Amazon shares to $1,400 from $1,250. May's most- to least-favored stocks under coverage, in order, are: Amazon, Expedia (EXPE), Facebook (FB), Priceline (PCLN), Alphabet (GOOGL), eBay (EBAY), Yelp (YELP), Twitter (TWTR), TripAdvisor (TRIP), Netflix (NFLX), GrubHub (GRUB), GoDaddy (GDDY), Despegar.com (DESP), trivago (TRVG), LendingClub (LC), Wayfair (W), Snap (SNAP), Zillow (ZG), Blue Apron (APRN) and Roku (ROKU), which he downgraded this morning to Sell.

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AYI

Acuity Brands

$161.46

3.9 (2.48%)

21:35
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TTNP

Titan Pharmaceuticals

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MTEM

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YMAB

Y-mAbs Therapeutics

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VKTX

Viking Therapeutics

$18.92

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TWIN

Twin Disc

$23.33

0.34 (1.48%)

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Twin Disc 1.333M share Secondary priced at $22.50 »

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FTCH

Farfetch

$0.00

(0.00%)

21:26
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Farfetch 44.244M share IPO priced at $20.00, above the range »

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CRSP

Crispr Therapeutics

$48.90

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21:25
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Crispr Therapeutics 4.211M share Secondary priced at $47.50 »

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MDCA

MDC Partners

$4.55

0.25 (5.81%)

21:08
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MDC Partners to evaluate strategic alternatives »

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GWRE

Guidewire

$101.71

0.16 (0.16%)

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Guidewire sees 5-year target revenue of about $1.3B »

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AVMXY

Avita Medical

$0.00

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LTS

Ladenburg Thalmann

$2.36

-0.03 (-1.26%)

20:05
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  • 27

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Conference/Events
Morgan Stanley multi-industrial analysts hold analyst/industry conference call »

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SPY

SPDR S&P 500 ETF Trust

$293.53

2.31 (0.79%)

, SPX

S&P 500

$0.00

(0.00%)

19:15
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General news
Trump's former lawyer Cohen met with Mueller multiple times, ABC says »

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SPDR S&P 500 ETF Trust

$293.53

2.31 (0.79%)

SPX

S&P 500

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SCS

Steelcase

$16.10

0.8 (5.23%)

, ACAD

Acadia

$19.08

3.97 (26.27%)

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TXN

Texas Instruments

$108.50

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MCD

McDonald's

$160.84

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RDS.A

Royal Dutch Shell

$66.83

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PIR

Pier 1 Imports

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UNFI

United Natural Foods

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MU

Micron

$46.06

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SGH

Smart Global

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0.7 (2.35%)

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KORS

Michael Kors

$72.72

-0.33 (-0.45%)

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  • 20

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MDT

Medtronic

$97.47

1.01 (1.05%)

, MZOR

Mazor Robotics

$52.70

2.44 (4.85%)

19:00
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Medtronic to acquire Mazor Robotics for $58.50 per ADS, or about $1.64B »

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MDT

Medtronic

$97.47

1.01 (1.05%)

MZOR

Mazor Robotics

$52.70

2.44 (4.85%)

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  • 09

    Oct

MDT

Medtronic

$97.47

1.01 (1.05%)

, MZOR

Mazor Robotics

$52.70

2.44 (4.85%)

18:59
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Hot Stocks
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MDT

Medtronic

$97.47

1.01 (1.05%)

MZOR

Mazor Robotics

$52.70

2.44 (4.85%)

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  • 09

    Oct

ACAD

Acadia

$19.08

3.97 (26.27%)

18:54
09/20/18
09/20
18:54
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18:54
Upgrade
Acadia rating change at Piper Jaffray »

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  • 01

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ACAD

Acadia

$19.08

3.97 (26.27%)

18:48
09/20/18
09/20
18:48
09/20/18
18:48
Upgrade
Acadia rating change at Piper Jaffray »

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  • 01

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SONA

Southern National Bancorp

$16.89

0.13 (0.78%)

18:45
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TSLA

Tesla

$298.32

-0.63 (-0.21%)

18:44
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18:44
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18:44
Periodicals
Tesla VP of global supply management O'Connor to leave company, Bloomberg says »

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CRBP

Corbus Pharmaceuticals

$7.90

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