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AAPL

Apple

$178.46

-0.8 (-0.45%)

, NFLX

Netflix

$220.46

0.13 (0.06%)

08:59
01/20/18
01/20
08:59
01/20/18
08:59

Netflix among likely candidates for an Apple purchase, Barron's says

Especially for tech companies, tax cuts will boost dividends, buybacks, and mergers and acquisitions, but tech usually has a hard time putting vast amounts of cash to work as it requires little R&D to produce huge amounts of revenue, Tiernan Ray writes in this week's edition of Barron's. For example, Apple (AAPL) does not have many places to invest that will demonstrably boost financial results. Without the excuse that the cash is stuck overseas, pressure may grow for Apple to do something big, with Netflix (NFLX) as the most likely candidate for a purchase, he contends. Reference Link

AAPL

Apple

$178.46

-0.8 (-0.45%)

NFLX

Netflix

$220.46

0.13 (0.06%)

  • 22

    Jan

  • 30

    Jan

  • 01

    Feb

AAPL Apple
$178.46

-0.8 (-0.45%)

01/17/18
01/17/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Apple (AAPL) downgraded to Neutral from Buy at Longbow with analyst Shawn Harrison saying the current iPhone cycle is "good, not great." 2. Dish (DISH) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Benjamin Swinburne saying he now sees fewer likely buyers of its assets than hoped. 3. Juniper (JNPR) downgraded to Underweight from Equal Weight at Barclays with analyst Mark Moskowitz citing a lack of service provider rebound in 2018 as well as a rising threat from Arista in routing. 4. Citi (C) was downgraded to Hold from Buy at Vertical Group and to Market Perform from Outperform at Keefe Bruyette. 5. Shell Midstream (SHLX) downgraded to Hold from Buy at Stifel with the firm citing valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/17/18
PIPR
01/17/18
NO CHANGE
PIPR
Apple cash repatriation could lead to more small acquisitions, says Piper
Piper Jaffray analyst Michael Olson said in a research note that he believe Apple's significant cash repatriation that was announced earlier on Wednesday could "lead to higher frequency of small technology acquisitions and more aggressive return of cash to shareholders." Olson is positive on Apple for FY18 and maintained an Overweight rating and $200 price target.
01/18/18
RSBL
01/18/18
NO CHANGE
RSBL
Buy
Rosenblatt trims iPhone estimates, but says X cuts not as severe as feared
Rosenblatt analysts noted they have not yet seen a pick up in the soft sell-through of the iPhone X following the holidays. They have trimmed their March quarter estimates for overall iPhone units to 55M from 63-64M, including lowering their March quarter view for the iPhone X to 28M units from 31-32M units. The firm has a Buy rating on Apple shares.
01/19/18
RSBL
01/19/18
NO CHANGE
RSBL
Buy
Apple to cut iPhone X production to ramp up various coming 'Xs,' says Rosenblatt
Rosenblatt analyst Jun Zhang believes that Apple may plan to cut iPhone X production for the June quarter by as much as 10M units, reducing output to 15M units. Also, the company could be planning to stop iPhone X production midyear as it ramps up for the various upcoming variant "Xs," added Zhang, who maintains a Buy rating on Apple shares.
NFLX Netflix
$220.46

0.13 (0.06%)

01/18/18
MSCO
01/18/18
NO CHANGE
Target $255
MSCO
Overweight
Netflix international net additions estimate raised at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne raised his 2018 international net additions estimate for Netflix to 16.9M subscribers, which he added may still prove conservative. To support this view, he cites Netflix's success in driving a more rapid rate of adoption in younger markets in 2017. Swinburne also raised his price target on Netflix shares to $255 from $235 and keeps an Overweight rating on the stock.
01/18/18
BUCK
01/18/18
NO CHANGE
Target $251
BUCK
Buy
Netflix price target raised to $251 from $235 at Buckingham
Buckingham analyst Matthew Harrigan raised his price target on Netflix to $251 from $235, stating that while his assumptions for the company's upcoming earnings report this Monday are largely in-line with consensus, there could be upside to international streaming additions in the quarter. He also raised his 2018 EPS estimate to $2.49 from $2.37 to account for a lower tax rate assumption. Harrigan keeps a Buy rating on Netflix shares.
01/19/18
KEYB
01/19/18
NO CHANGE
Target $270
KEYB
Overweight
Netflix price target raised to $270 from $230 at KeyBanc
KeyBanc analyst Andy Hargreaves raised his price target for Netflix to $270 saying the company's upcoming Q4 results "should remain solid." The streaming service closed yesterday up $2.83 to $220.33. The analyst raised his 2018 global net subscriber addition estimate to 20.6M from 19.3M citing sustained growth in the U.S. and an increase to his international total addressable market estimate. He sees potential for upside to subscriber estimates through 2018 and continues to recommend owning shares of Netflix with an Overweight rating. Netflix is the global leader in subscription video in the internet era, Hargreaves tells investors in a research note.
01/19/18
RSBL
01/19/18
NO CHANGE
Target $265
RSBL
Buy
Netflix price target raised to $265 from $225 at Rosenblatt
Rosenblatt analyst Alan Gould raised his price target on Netflix to $265 from $225 ahead of the company's Q4 earning report, noting that the company has beaten its overall subscriber guidance in 13 of the past 16 quarters. The company's guidance is for 6.3M net sub additions for the fourth quarter, which compares to the consensus forecast for 6.8M net sub additions, Gould noted. He maintains a Buy rating on Netflix shares.

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Twitter's SoundCloud investment officially wiped out, Recode reports »

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AAPL

Apple

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3 (1.74%)

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Apple to store sensitive encryption keys in China, WSJ reports »

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VLKAY

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DAL

Delta Air Lines

$53.46

0.91 (1.73%)

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United Continental

$67.57

0.87 (1.30%)

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Delta, United Airlines cut ties with NRA, Reuters reports »

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DAL

Delta Air Lines

$53.46

0.91 (1.73%)

UAL

United Continental

$67.57

0.87 (1.30%)

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BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

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Berkshire Hathaway

$202.76

2.03 (1.01%)

15:53
02/24/18
02/24
15:53
02/24/18
15:53
Earnings
Berkshire Hathaway reports Q4 operating EPS $3,338, consensus $2,622.23 »

Reports FY17 operating…

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Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

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Berkshire Hathaway

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TWX

Time Warner

$94.70

0.33 (0.35%)

, T

AT&T

$36.72

0.25 (0.69%)

15:44
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Periodicals
May be time to consider Time Warner, Barron's says »

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TWX

Time Warner

$94.70

0.33 (0.35%)

T

AT&T

$36.72

0.25 (0.69%)

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JKHY

Jack Henry

$121.95

1.79 (1.49%)

12:59
02/24/18
02/24
12:59
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12:59
Conference/Events
Jack Henry management to meet with Stephens »

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PFBC

Preferred Bank

$64.05

0.86 (1.36%)

12:52
02/24/18
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12:52
Conference/Events
Preferred Bank management to meet with Stephens »

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R

Ryder

$74.54

0.19 (0.26%)

12:47
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Conference/Events
Ryder management to meet with Stephens »

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ASPU

Aspen Group

$8.85

1.48 (20.08%)

12:29
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12:29
Conference/Events
Aspen Group to hold a conference call »

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TWTR

Twitter

$32.66

0.55 (1.71%)

, AOBC

American Outdoor Brands

$10.00

-0.12 (-1.19%)

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TWTR

Twitter

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AOBC

American Outdoor Brands

$10.00

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RGR

Sturm, Ruger

$49.90

0.9 (1.84%)

X

U.S. Steel

$43.52

0.54 (1.26%)

STLD

Steel Dynamics

$47.47

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NUE

Nucor

$66.94

-0.01 (-0.01%)

AKS

AK Steel

$5.50

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AET

Aetna

$175.55

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ANTM

Anthem

$235.24

1.56 (0.67%)

CNC

Centene

$100.45

0.96 (0.96%)

CI

Cigna

$194.79

2.89 (1.51%)

HNT

Health Net

HUM

Humana

$271.19

3.38 (1.26%)

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Molina Healthcare

$72.94

1.38 (1.93%)

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UnitedHealth

$230.16

3.07 (1.35%)

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WellCare

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DBX

Dropbox

, SNAP

Snap

$17.45

-0.06 (-0.34%)

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02/24/18
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09:49
Periodicals
Dropbox IPO bodes well, Barron's says »

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Dropbox

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Snap

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IPG

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Omnicom

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0.52 (0.68%)

09:42
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Advertising companies cheaper than usual, Barron's says »

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Interpublic Group

$24.24

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Omnicom

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PUBGY

Publicis

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WPP

WPP

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MSFT

Microsoft

$94.06

2.33 (2.54%)

, INTC

Intel

$47.73

1.93 (4.21%)

09:36
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Quantum computing soon to be reality, Barron's says »

Microsoft (MSFT) predicts…

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Microsoft

$94.06

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INTC

Intel

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NVDA

Nvidia

$245.93

3.78 (1.56%)

MU

Micron

$46.53

2.28 (5.15%)

GOOG

Alphabet

$1,126.79

20.16 (1.82%)

GOOGL

Alphabet Class A

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AMZN

Amazon.com

$1,500.00

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AMZN

Amazon.com

$1,500.00

14.66 (0.99%)

09:26
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Many downsides when Amazon's HQ2 comes to town, Barron's says »

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BHGE

Baker Hughes

$28.03

-0.01 (-0.04%)

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Baker Hughes management to meet with UBS »

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GE

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General Electric could face DOJ action over subprime mortgages, Reuters says »

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BEDU

Bright Scholar

$20.15

0.34 (1.72%)

18:30
02/23/18
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Bright Scholar files to sell 10M American Depositary Shares »

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JNJ

Johnson & Johnson

$132.02

2.11 (1.62%)

, CMD

Cantel Medical

$115.34

2.45 (2.17%)

18:03
02/23/18
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18:03
Periodicals
J&J sterilization unit draws bids from Cantel Medical, Medtronic, Bloomberg says »

Cantel Medical (CMD) and…

JNJ

Johnson & Johnson

$132.02

2.11 (1.62%)

CMD

Cantel Medical

$115.34

2.45 (2.17%)

MDT

Medtronic

$80.39

-0.02 (-0.02%)

KKR

KKR

$21.96

0.18 (0.83%)

CG

Carlyle Group

$23.15

-0.1 (-0.43%)

MMM

3M

$237.02

1.02 (0.43%)

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AET

Aetna

$175.55

0.49 (0.28%)

, CVS

CVS Health

$68.16

0.16 (0.24%)

18:00
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Aetna: CVS deal part of long-term solution toward value-based system »

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CVS Health

$68.16

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MYND

MYnd Analytics

$2.60

0.0301 (1.17%)

17:56
02/23/18
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17:56
Syndicate
Breaking Syndicate news story on MYnd Analytics »

MYnd Analytics files to…

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MYND

MYnd Analytics

$2.60

0.0301 (1.17%)

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Breaking Syndicate news story on MYnd Analytics »

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