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NWSA

News Corp.

$17.22

0.21 (1.23%)

, NWS

News Corp

$17.55

0.15 (0.86%)

13:39
01/22/18
01/22
13:39
01/22/18
13:39

News Corp. chairman Murdoch makes case for carriage fee for trusted publishers

News Corp. (NWSA) issued the following statement from Executive Chairman, Rupert Murdoch: ""Facebook and Google have popularized scurrilous news sources through algorithms that are profitable for these platforms but inherently unreliable. Recognition of a problem is one step on the pathway to cure, but the remedial measures that both companies have so far proposed are inadequate, commercially, socially and journalistically. There has been much discussion about subscription models but I have yet to see a proposal that truly recognizes the investment in and the social value of professional journalism. We will closely follow the latest shift in Facebook's strategy, and I have no doubt that Mark Zuckerberg is a sincere person, but there is still a serious lack of transparency that should concern publishers and those wary of political bias at these powerful platforms. The time has come to consider a different route. If Facebook wants to recognize 'trusted' publishers then it should pay those publishers a carriage fee similar to the model adopted by cable companies. The publishers are obviously enhancing the value and integrity of Facebook through their news and content but are not being adequately rewarded for those services. Carriage payments would have a minor impact on Facebook's profits but a major impact on the prospects for publishers and journalists."

NWSA

News Corp.

$17.22

0.21 (1.23%)

NWS

News Corp

$17.55

0.15 (0.86%)

FB

Facebook

$181.29

1.49 (0.83%)

GOOG

Alphabet

$1,137.51

7.72 (0.68%)

GOOGL

Alphabet Class A

$1,143.50

7.53 (0.66%)

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NWSA News Corp.
$17.22

0.21 (1.23%)

12/18/17
BMOC
12/18/17
DOWNGRADE
Target $35
BMOC
Market Perform
21st Century Fox downgraded to Market Perform from Outperform at BMO Capital
BMO Capital analyst Daniel Salmon downgraded 21st Century Fox to Market Perform and kept his $35 price target following the Disney (DIS) deal announcement. Salmon says he likes the "slimmed-down focus on live news and sports", and contends that a re-combination with News Corp (NWSA) may be logical down the road, but prefers to be more cautious at this juncture amid an uncertain regulatory pathway ahead.
07/14/17
07/14/17
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. Safety, Income and Growth (safe) initiated with a Buy at Ladenburg. 2. News Corp. (NWSA) initiated with a Buy at Rosenblatt. 3. Woodward (WWD) initiated with an Outperform at Oppenheimer. 4. CBL & Associates (CBL) coverage resumed with a Hold at Stifel. 5. Supernus (SUPN) initiated with a Neutral at Janney Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
07/14/17
RSBL
07/14/17
INITIATION
Target $17
RSBL
Buy
News Corp. initiated with a Buy at Rosenblatt
Rosenblatt analyst Alan Gould initiated News Corp with a Buy and a $17 price target saying he has increased confidence the company will report annual EBITDA growth. Digital Real Estate EBITDA is now growing quicker than News and Information Services is declining, the analyst wrote. Gould now sees EBITDA and operating income growth of 4% and 10% compounded rates, while revenues remain flat due to the mix shift towards digital real estate, which has higher margins.
NWS News Corp
$17.55

0.15 (0.86%)

07/26/17
SBSH
07/26/17
UPGRADE
SBSH
Buy
News Corp upgraded to Buy from Neutral at Citi
FB Facebook
$181.29

1.49 (0.83%)

01/16/18
01/16/18
UPGRADE
Target $30

Buy
Twitter upgraded to Buy with $30 target at Aegis
As previously reported, Aegis analyst Victor Anthony upgraded Twitter (TWTR) two notches, to Buy from Sell, and set a $30 price target on the stock. Anthony believes 2018 will be an inflection point in owned and operated advertising for Twitter and he sees a return to double-digit growth in that area in 2019. He also sees the potential for improving monthly average user growth, sustained double-digit daily active user growth and thinks the stock could be included in the S&P 500 at some point. Additionally, Anthony sees Facebook's (FB) decision to de-emphasize public content making Twitter a more valuable resource for video and news, making it an even more appealing takeover candidate, he tells investors.
01/18/18
KEYB
01/18/18
NO CHANGE
KEYB
Cost savings emerge as 'killer app' for artificial intelligence, says KeyBanc
Over the past 35 days, KeyBanc analyst Brent Bracelin hosted meetings at Adobe (ADBE), Autodesk (ADSK), Algorithmia, Cloudera (CLDR), Coupa (COUP), Facebook (FB), Guidewire (GWRE), Netflix (NFLX), NVIDIA (NVDA), Salesforce (CRM), SAP, Synopsys (SNPS), Twilio (TWLO), Tableau (DATA), Talend (TLND), Veeva (VEEV), Workday (WDAY), and Zendesk (ZEN) as part of an AI & Cloud-themed field trip. The analyst notes that cost savings have emerged as the "killer app" for artificial intelligence, and large enterprise interest in migrating back-office apps to cloud has been slow, but is picking up, conversational AI and bot activity is yielding real cost savings. Further, Bracelin sees 2018 as a defining year for enterprise AI applications, and is most impressed by enterprise AI initiatives at Microsoft (MSFT), Zendesk, Guidewire, and Adobe.
01/19/18
MSCO
01/19/18
NO CHANGE
Target $215
MSCO
Overweight
Facebook Watch early traction encouraging, says Morgan Stanley
Morgan Stanley analyst Brian Nowak said he was encouraged, and surprised, by the fact that the firm's survey of Facebook users indicated that 40% use Facebook Watch on a weekly basis and 24% are using it on a daily basis. Watch users also appear to skew younger, which is also a positive, as it speaks to the potential for Watch to become a longer-term habit, said Nowak, who keeps an Overweight rating and $215 price target on Facebook shares.
01/17/18
COWN
01/17/18
NO CHANGE
COWN
Digital Realty may have signed lease with Facebook, says Cowen
Cowen said Digital Realty (DLR) may have signed a lease with Facebook (FB) for 12MW in Northern Virginia.
GOOG Alphabet
$1,137.51

7.72 (0.68%)

01/12/18
MSCO
01/12/18
NO CHANGE
MSCO
Morgan Stanley most bullish on Amazon in large-cap internet
Morgan Stanley analyst Brian Nowak issued his 2018 outlook for U.S. internet names, saying among the large caps he is bullish on Amazon (AMZN) as he sees growing high margin revenues leading to upward revisions of estimates for the company. He is also positive on Facebook (FB), contending that core Facebook ad unit pricing can rise over 20% in 2018 and Instagram can add about $16B in ad revenue. Nowak also keeps an Overweight rating on Alphabet (GOOG), as he expects innovation to drive beats on revenue and profits. He has a $1,250 price target on Amazon, $215 price target on Facebook and a $1,210 target on Alphabet.
01/12/18
RHCO
01/12/18
NO CHANGE
Target $1250
RHCO
Buy
Alphabet price target raised to $1,250 from $1,180 at SunTrust
SunTrust analyst Youssef Squali kept his Buy rating and raised his price target on Alphabet to $1,250 as part of his "Favorite Internet Stocks; Bullish Thesis Strengthened" research note. Squali says the company represents "one of the best plays" on macro economy trends amid a shift to digital advertising, rising consumption of video, and growing use of cloud computing. The analyst also notes several of Alphabet's longer-term initiatives such as self-driving cars with Waymo and smart home technology with Nest.
01/18/18
JPMS
01/18/18
NO CHANGE
JPMS
Overweight
TiVo in 'great position' after expanded Google deal, says JPMorgan
JPMorgan analyst Sterling Auty says TiVo's (TIVO) expanded agreement with Google (GOOG, GOOGL) to cover the new YouTube TV puts the company in a "great position" to capitalize if subscribers leave larger pay-TV operators for skinny bundles and cord-cutting options. The analyst is "especially excited about this agreement given millennial YouTube content consumption." He keeps an Overweight rating on TiVo shares.
01/11/18
PIPR
01/11/18
NO CHANGE
Target $1300
PIPR
Overweight
Alphabet price target raised to $1,300 from $1,150 at Piper Jaffray
Piper Jaffray analyst Sam Kemp raised his price target on Alphabet (GOOG) to $1,300, saying Google Cloud Platform is gaining mindshare from smaller competitors in the public cloud space amid "ongoing feature improvements, accompanying platform evangelism, and adoption by younger companies". The analyst contends that as a #3 player in the field behind Amazon's (AMZN) AWS and Microsoft's (MSFT) Azure, GCP can still create "meaningful shareholder value" within the accelerating cloud environment. Kemp keeps his Overweight rating on Alphabet.
GOOGL Alphabet Class A
$1,143.50

7.53 (0.66%)

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PSEG

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, COG

Cabot Oil & Gas

$23.88

0.63 (2.71%)

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Cinemark

$39.72

0.1 (0.25%)

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DOVA

Dova Pharmaceuticals

$32.78

-0.08 (-0.24%)

19:57
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Syndicate
Dova Pharmaceuticals 2.5M share Secondary priced at $32.00 »

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SPY

SPDR S&P 500 ETF Trust

$270.40

0.35 (0.13%)

, SPX

S&P 500

19:25
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Periodicals
Breaking Periodicals news story on SPDR S&P 500 ETF Trust, S&P 500 »

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SPY

SPDR S&P 500 ETF Trust

$270.40

0.35 (0.13%)

SPX

S&P 500

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OMAB

OMA Airports

$41.47

0.33 (0.80%)

19:10
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OMA Airports reports Q4 passenger traffic up 1.8% »

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AIV

Aimco

$38.28

0.28 (0.74%)

19:05
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Aimco acquires Bent Tree apartment community for $160M »

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KDMN

Kadmon

$3.60

-0.16 (-4.26%)

18:49
02/22/18
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18:49
Hot Stocks
Kadmon updates 'positive' results from Phase 2 study of KD025 in cGVHD »

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ASR

Asur

$182.83

1.49 (0.82%)

18:47
02/22/18
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Hot Stocks
Asur reports Q4 passenger traffic down 4% »

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USB

U.S. Bancorp

$54.27

-0.83 (-1.51%)

18:45
02/22/18
02/22
18:45
02/22/18
18:45
Periodicals
Judge criticizes U.S. Bancorp deal to sidestep prosecution, Bloomberg reports »

U.S. District Judge Lewis…

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KZIA

Kazia Therapeutics

$4.99

0.43 (9.43%)

18:36
02/22/18
02/22
18:36
02/22/18
18:36
Hot Stocks
Kazia granted orphan status for glioblastoma treatment »

The FDA granted Kazia…

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OBE

Obsidian Energy

$0.98

0.0183 (1.91%)

18:29
02/22/18
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18:29
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18:29
Hot Stocks
Obsidian Energy reports 126% reserve replacement of 2017 production »

Obsidian Energy said that…

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OBE

Obsidian Energy

$0.98

0.0183 (1.91%)

18:27
02/22/18
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18:27
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18:27
Hot Stocks
Obsidian Energy names Jay Thornton chairman of the board »

Obsidian Energy announced…

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SSRM

SSR Mining

$8.33

0.06 (0.73%)

18:27
02/22/18
02/22
18:27
02/22/18
18:27
Earnings
SSR Mining reports Q4 adjusted EPS 2c, consensus 7c »

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SSRM

SSR Mining

$8.33

0.06 (0.73%)

18:21
02/22/18
02/22
18:21
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18:21
Hot Stocks
SSR Mining sees 2018 gold production 340K gold equivalent ounces »

SSR Mining expect to…

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IVC

Invacare

$17.97

-0.28 (-1.53%)

18:20
02/22/18
02/22
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18:20
Hot Stocks
Invacare names Kathleen Leneghan as CFO, effective immediately »

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SHCAY

Sharp

$8.21

-0.025 (-0.30%)

18:18
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Periodicals
Sharp drops legal action against Hisense over TV brands, Nikkei reports »

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GM

General Motors

$40.91

0.35 (0.86%)

18:17
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Periodicals
GM seeks South Korean aid to bolster local unit, Nikkei Asian Review reports »

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SJI

South Jersey Industries

$26.34

0.23 (0.88%)

18:14
02/22/18
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Earnings
Breaking Earnings news story on South Jersey Industries »

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TRTN

Triton International

$28.16

-0.4 (-1.40%)

18:13
02/22/18
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18:13
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18:13
Earnings
Triton International reports Q4 adjusted EPS 85c, consensus 80c »

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  • 23

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SJI

South Jersey Industries

$26.34

0.23 (0.88%)

18:13
02/22/18
02/22
18:13
02/22/18
18:13
Earnings
Breaking Earnings news story on South Jersey Industries »

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PAA

Plains All American

$20.97

-0.43 (-2.01%)

18:09
02/22/18
02/22
18:09
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18:09
Hot Stocks
Plains All American's Cactus II pipeline fully committed »

Plains All American…

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STX

Seagate

$51.36

-0.08 (-0.16%)

18:03
02/22/18
02/22
18:03
02/22/18
18:03
Initiation
Seagate initiated at Stifel »

Seagate resumed with a…

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WDC

Western Digital

$85.53

-0.14 (-0.16%)

18:01
02/22/18
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18:01
Initiation
Western Digital initiated at Stifel »

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HPQ

HP Inc.

$21.39

0.22 (1.04%)

17:56
02/22/18
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17:56
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17:56
Hot Stocks
Breaking Hot Stocks news story on HP Inc. »

HP Inc. sees higher…

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BKD

Brookdale Senior Living

$7.18

-1.72 (-19.33%)

17:52
02/22/18
02/22
17:52
02/22/18
17:52
Downgrade
Brookdale Senior Living rating change at Stifel »

Brookdale Senior Living…

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AQMS

Aqua Metals

$2.62

-0.25 (-8.71%)

17:52
02/22/18
02/22
17:52
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17:52
Hot Stocks
Philotimo Fund reports 6.5% stake in Aqua Metals »

Philotimo Fund purchased…

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