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NFLX

Netflix

$227.58

7.12 (3.23%)

, DIS

Disney

$111.10

0.51 (0.46%)

18:38
01/22/18
01/22
18:38
01/22/18
18:38

Netflix doesn't see Disney-Fox deal as a direct threat

Says Disney (DIS) and Fox (FOX,FOXA) content already on the Netflix platform is not at risk. Says will let competitors try to innovate and will not get distracted from path.Says streaming as a whole entity will grow from this competition.

NFLX

Netflix

$227.58

7.12 (3.23%)

DIS

Disney

$111.10

0.51 (0.46%)

FOX

21st Century Fox

$36.96

0.7 (1.93%)

FOXA

21st Century Fox

$37.31

0.66 (1.80%)

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    Jan

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    Feb

NFLX Netflix
$227.58

7.12 (3.23%)

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.
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.
01/18/18
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.
01/18/18
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.
DIS Disney
$111.10

0.51 (0.46%)

01/04/18
WELS
01/04/18
NO CHANGE
WELS
Media sector upgraded to Over Weight from Market Weight at Wells Fargo
Wells Fargo analyst Marci Ryvicker upgraded the Media sector to Over Weight from Market Weight citing her positive views on shares of 21st Century Fox (FOXA), Disney (DIS), CBS (CBS) and AMC Networks (AMCX). Fox is the analyst's top near-term pick in the space, with Disney "a close second."
01/10/18
BOFA
01/10/18
NO CHANGE
Target $144
BOFA
Buy
Disney price target raised to $144 from $130 at BofA/Merrill
BofA/Merrill analyst Jessica Reif Cohen raised her price target for Disney (DIS) to $144 from $130 as she believes it offers a "solid" catalyst pipeline for upside potential in 2018/2019, driven by a strong film release slate, a potential spring analyst event to discuss direct-to-consumer strategy, the opening of Toy Story Land, DTC/Hulu, and accelerating buybacks ahead of its pending 21st Century Fox (FOXA) acquisition. The analyst also projects Disney's Q1 will reflect healthy Studio and Theme Park trends, partially offset by unfavorable comps at Consumer Products and ratings headwinds/streaming investments Media Networks. Cohen reiterates a Buy rating on Disney's shares.
01/22/18
LOOP
01/22/18
NO CHANGE
Target $106
LOOP
Hold
Disney Q1 seen lower on disappointing Last Jedi box office, says Loop Capital
Loop Capital analyst David Miller lowers his Q1 EPS view on Disney to $1.60 from $1.65 and Revenue to $15.4B from $15.6B, citing a lower than expected box office take from Star Wars: The Last Jedi. Miller points to the much lower ticket sales in China, where the cumulative $38.8M is well below $124M of The Force Awakens installment two years ago. The analyst keeps his Hold rating and $106 price target on Disney.
01/03/18
RBCM
01/03/18
NO CHANGE
Target $43
RBCM
Outperform
21st Century Fox price target raised to $43 from $34 at RBC Capital
RBC Capital analyst Steven Cahall raised his price target on 21st Century Fox (FOXA) to $43 and kept his Outperform rating in the wake of the asset sale to Disney (DIS). Cahall says the valuation on the SpinCo implies a 20% free cash flow yield relative to 7% at its peer CBS (CBS), and expects this discount to be corrected with an upside in the stock once the deal is fully priced in. The analyst also sees the immediate outlook for the company's revenue growth as "solid".
FOX 21st Century Fox
$36.96

0.7 (1.93%)

12/18/17
UBSW
12/18/17
NO CHANGE
Target $122
UBSW
Buy
Disney deal for Fox fits both strategically and financially, says UBS
UBS analyst John Hodulik said Disney's (DIS) deal for Fox (FOXA) strengthens its asset base amid the evolving media landscape and fits well both strategically and financially. He believes the deal enhances Disney's growth trajectory and will be accretive to 2020 free cash flow while helping it widen its appeal and target audience. Hodulik reiterated his Buy rating and $122 price target on Disney shares.
12/13/17
BTIG
12/13/17
NO CHANGE
BTIG
Disney, Fox deal may be a near-term positive for Netflix, BTIG says
Commenting on Disney's (DIS) deal with Fox (FOX; FOXA) and its potential implications, BTIG's Richard Greenfield notes that the knee jerk reaction he hears across the investment world is the former is buying the later to build their "Netflix killer." Greenfield "strongly disagrees" with this viewpoint, saying that if Disney wanted to build a Netflix competitor it should be eliminating its stock buyback and aggressively investing in content that has no legacy media strings attached. Further, the Disney/Fox transaction is likely a near-to-intermediate term positive for Netflix, he argues, adding that both companies will be tied up in a 12 month or more regulatory review process with thousands of executives in limbo pending the closing of the transaction.
12/13/17
FBNS
12/13/17
NO CHANGE
FBNS
FBN says Fox could be worth over $42 per share with Disney deal
With multiple media report indicating that Disney (DIS) is close to finalizing a deal to buy most of 21st Century Fox's (FOX) assets and operations, FBN Securities analyst Robert Routh is estimating that Fox shares could have a "real value" of $42.46 based on what has been reported on the likely deal. This estimate is before considering taxes and taking into account that Disney shares will likely rise after a deal is confirmed, said Routh, who does not officially cover either Disney or Fox.
12/11/17
BTIG
12/11/17
NO CHANGE
BTIG
BTIG says Comcast could pay 'significantly' more for Fox assets than Disney
BTIG analyst Richard Greenfield said earlier in a note to investors that he believes Comcast (CMCSA) could pay "significantly more" for the assets that Fox (FOXA) is reportedly looking to sell than could Disney (DIS). He also believes Comcast could have a better chance of securing regulatory approval for a deal if they are willing to spin off all of the regional sports networks that a combined entity would own.
FOXA 21st Century Fox
$37.31

0.66 (1.80%)

01/16/18
RILY
01/16/18
UPGRADE
Target $46
RILY
Buy
21st Century Fox upgraded to Buy from Neutral at B. Riley FBR
B. Riley FBR analyst Barton Crockett upgraded 21st Century Fox to Buy and raised his price target for the shares to $46 from $38. The analyst raised his estimates and price targets across the entire media sector reflect the benefits of tax reform.
01/22/18
ATLE
01/22/18
UPGRADE
ATLE
Overweight
21st Century Fox upgraded to Overweight from Neutral at Atlantic Equities
01/09/18
PIVT
01/09/18
DOWNGRADE
PIVT
Hold
21st Century Fox downgraded to Hold from Buy at Pivotal Research

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AYX

Alteryx

$33.38

-0.37 (-1.10%)

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ICL

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LJPC

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NEXA

Nexa Resources

$19.43

-0.52 (-2.61%)

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BRK.A

Berkshire Hathaway

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2616.01 (0.87%)

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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%)

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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%)

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BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

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Berkshire Hathaway

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2.03 (1.01%)

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TWTR

Twitter

$32.66

0.55 (1.71%)

16:12
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Twitter's SoundCloud investment officially wiped out, Recode reports »

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AAPL

Apple

$175.50

3 (1.74%)

16:08
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Apple to store sensitive encryption keys in China, WSJ reports »

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VLKAY

Volkswagen

$40.98

0.09 (0.22%)

16:00
02/24/18
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Volkswagen's U.S. unit settles emissions suit, 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%)

15:56
02/24/18
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Periodicals
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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Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

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Berkshire Hathaway

$202.76

2.03 (1.01%)

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Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

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Berkshire Hathaway

$202.76

2.03 (1.01%)

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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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TWX

Time Warner

$94.70

0.33 (0.35%)

T

AT&T

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JKHY

Jack Henry

$121.95

1.79 (1.49%)

12:59
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PFBC

Preferred Bank

$64.05

0.86 (1.36%)

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Preferred Bank management to meet with Stephens »

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R

Ryder

$74.54

0.19 (0.26%)

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Ryder management to meet with Stephens »

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ASPU

Aspen Group

$8.85

1.48 (20.08%)

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TWTR

Twitter

$32.66

0.55 (1.71%)

, AOBC

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Steel Dynamics

$47.47

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NUE

Nucor

$66.94

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AK Steel

$5.50

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Aetna

$175.55

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ANTM

Anthem

$235.24

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Centene

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HUM

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UnitedHealth

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WellCare

$192.05

0.03 (0.02%)

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DBX

Dropbox

, SNAP

Snap

$17.45

-0.06 (-0.34%)

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DBX

Dropbox

SNAP

Snap

$17.45

-0.06 (-0.34%)

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IPG

Interpublic Group

$24.24

0.3 (1.25%)

, OMC

Omnicom

$77.31

0.52 (0.68%)

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Interpublic Group

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Omnicom

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PUBGY

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MSFT

Microsoft

$94.06

2.33 (2.54%)

, INTC

Intel

$47.73

1.93 (4.21%)

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MSFT

Microsoft

$94.06

2.33 (2.54%)

INTC

Intel

$47.73

1.93 (4.21%)

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

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$1,128.09

18.19 (1.64%)

AMZN

Amazon.com

$1,500.00

14.66 (0.99%)

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AMZN

Amazon.com

$1,500.00

14.66 (0.99%)

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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%)

04:55
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Baker Hughes management to meet with UBS »

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