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SSNLF

Samsung

, ROKU

Roku

$41.90

1.73 (4.31%)

10:30
02/07/18
02/07
10:30
02/07/18
10:30

Roku, Samsung smart TVs vulnerable to hacking, Consumer Reports says

Consumer Reports has found that millions of smart TVs can be controlled by hackers exploiting easy-to-find security flaws. The problems affect Samsung (SSNLF) televisions, along with models made by TCL and other brands that use the Roku (ROKU) TV smart-TV platform, as well as streaming devices such as the Roku Ultra. According to Consumer Reports, "We found that a relatively unsophisticated hacker could change channels, play offensive content, or crank up the volume, which might be deeply unsettling to someone who didn't understand what was happening. This could be done over the web, from thousands of miles away. (These vulnerabilities would not allow a hacker to spy on the user or steal information.) The findings were part of a broad privacy and security evaluation, led by Consumer Reports, of smart TVs from top brands that also included LG, Sony (SNE), and Vizio. The testing also found that all these TVs raised privacy concerns by collecting very detailed information on their users. Consumers can limit the data collection. But they have to give up a lot of the TVs' functionality-and know the right buttons to click and settings to look for." It continued, "We discovered flaws in sets from TCL and Samsung. The TCL vulnerability applies to devices running the Roku TV platform-including sets from other companies such Hisense, Hitachi, Insignia, Philips, RCA, and Sharp-as well as some of Roku's own streaming media players, such as the Ultra." Reference Link

SSNLF

Samsung

ROKU

Roku

$41.90

1.73 (4.31%)

SNE

Sony

$50.64

-0.13 (-0.26%)

  • 21

    Feb

  • 21

    Mar

SSNLF Samsung

02/01/18
MZHO
02/01/18
NO CHANGE
MZHO
Mizuho remains a buyer of Micron after Samsung results, DRAM/NAND pricing
Mizuho analyst Vijay Rakesh notes that January DRAM contract prices up 5% month over month, with expectation of March quarter pricing up 5%, while NAND pricing continues to rise up 0%-3% month over month for SLC NAND in January. Additionally, the analyst points out Samsung (SSNLF) reported results last night and noted its Q1 DRAM supply could slow down with Line 11 conversions, while full year DRAM supply demand is "sound." Rakesh sees this as overall positive for peer Micron (MU) and remains a buyer of the stock.
01/29/18
CHLM
01/29/18
NO CHANGE
Target $15
CHLM
Buy
Immersion price target raised to $15 from $12 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss raised his price target for Immersion (IMMR) to $15 after the company reached a global settlement with Apple (AAPL). The analyst estimates the settlement is likely in the $25M-$30M per year range in fees to Immersion. He believes Apple alone can get the company to 60c in non-GAAP earnings per share. Further, the Apple settlement could "trigger a quick succession" of settlements with other pending lawsuit customers including Samsung (SSNLF), Motorola (MSI), and Fitbit (FIT), Stoss tells investors in a research note. He believes Immersion's earnings per share could be $1.50-$1.80, and the stock price above $20, if everybody signs a settlement. The analyst reiterates a Buy rating on Immersion. The stock in morning trading is up 41%, or 3.00, to $10.34.
12/05/17
FBCO
12/05/17
NO CHANGE
Target $85
FBCO
Outperform
Apple Pay Cash, Samsung Pay not meaningful threats to PayPal, says Credit Suisse
Credit Suisse analyst Paul Condra notes that in addition to Apple (AAPL) rolling out Apple Pay Cash, Samsung (SSNLF) recently filed a patent to introduce a social payment feature to Samsung Pay. While the analyst does not see these as "meaningful threats" to PayPal (PYPL), which has first-mover advantage, he believes the more important takeaway is validation of the social payments model pioneered by Venmo and the expanding ways in which internet companies are integrating payments to bolster the functionality of their platforms. He reiterates an Outperform rating and $85 price target on PayPal's shares.
11/27/17
MSCO
11/27/17
DOWNGRADE
MSCO
Equal Weight
Samsung downgraded to Equal Weight from Overweight at Morgan Stanley
Morgan Stanley analyst Shawn Kim downgraded Samsung to Equal Weight with a lowered price target of 2.8M won. NAND prices started to reverse in Q4 while visibility on DRAM supply-demand dynamics has reduced beyond Q1 of 2018, Kim tells investors in a research note. He sees downside risk in Samsung with its memory segment not growing materially next year.
ROKU Roku
$41.90

1.73 (4.31%)

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.
01/09/18
SBSH
01/09/18
NO CHANGE
Target $28
SBSH
Sell
Roku bulls likely hoped for higher account number, says Citi
Citi analyst Mark May says Roku slightly exceeded his 18.7M estimate when announcing last night that it topped 19M active accounts as of December 31, 2017. However, bullish investors that have driven the stock up greater than 100% since the Q3 report are likely hoping for a higher result, May tells investors in a research note. He points out, though, that 19M ending active accounts still represents 43%-45% year-over-year growth, which compares favorably to the 48% growth in Q3 and the 42%-48% growth over the last few quarters. May has a Sell rating on Roku with a $28 price target. The stock in premarket trading is up 1%, or 63c, to $48.10.
02/02/18
NEED
02/02/18
NO CHANGE
Target $50
NEED
Buy
Roku 'shorts should cover' says Needham
Needham analyst Laura Martin keeps her Buy rating and $50 price target on Roku ahead of its Q4 earnings. The analyst says its time for the shorts to cover, with about 7.7M shares short relative to 15M share public float, as the company's strategic position is improving, its competitive moat widening, and its valuation still inexpensive. Martin also believes that the company will likely be added to indices this year, forcing passive money to buy for the first time.
01/05/18
01/05/18
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. PriceSmart (PSMT) downgraded to Sector Perform from Outperform at Scotia Howard Weil. 2. Teva (TEVA) downgraded to Underperform from Market Perform at Wells Fargo with analyst David Maris saying Teva shares have now risen approximately 80% from its lows in November. 3. Roku (ROKU) downgraded to Sell from Neutral at Citi with analyst Mark May saying the stock is up 266% from its initial public offering price of $14 just three months ago. 4. Johnson Controls (JCI) downgraded to Neutral from Outperform at Baird with analyst Timothy Wojs saying valuation is fair in light of slower growth, lower free-cash flow conversion, and "choppier" execution. 5. Wingstop (WING) downgraded to Neutral from Outperform at Wedbush with analyst Nick Setyan saying while drivers of "solid" low single-digit same-store sales growth in 2018 exist, current consensus estimates may prove "overly optimistic." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
SNE Sony
$50.64

-0.13 (-0.26%)

12/07/17
BARD
12/07/17
NO CHANGE
BARD
Data so far suggesting healthy holiday game sales, says Baird
Baird analyst Colin Sebastian noted that French game maker Ubisoft (UBSFY) raised its revenue and margin guidance for the December quarter, which he views as a slight positive for video game industry sales momentum this holiday season. Data also point to solid sales for both Sony's (SNE) PS4 and Nintendo's (NTDOY) Switch, which are a driver of software as well as a key catalyst for Gamestop (GME), Sebastian added. Other publicly traded companies in the video game space include Activision Blizzard (ATVI), Electronic Arts (EA), Take-Two (TTWO) and Microsoft (MSFT).
01/23/18
JPMS
01/23/18
DOWNGRADE
JPMS
Neutral
Sony downgraded to Neutral from Overweight at JPMorgan
01/23/18
01/23/18
DOWNGRADE

Neutral
Sony downgraded to Neutral on slowing dual-cam adoption at JPMorgan
As previously reported, JPMorgan downgraded Sony (SNE) to Neutral from Overweight, citing slowing adoption of dual-cams. The firm notes that reports indicate Apple's (AAPL) iPhone 6.05" LCD model will not have a dual-cam feature, which it sees presenting a material downside risk in dual-camera adoption in the second half of 2018.
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.

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PSEG

$49.18

0.65 (1.34%)

, COG

Cabot Oil & Gas

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

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

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KZIA

Kazia Therapeutics

$4.99

0.43 (9.43%)

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

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OBE

Obsidian Energy

$0.98

0.0183 (1.91%)

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

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OBE

Obsidian Energy

$0.98

0.0183 (1.91%)

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

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SSRM

SSR Mining

$8.33

0.06 (0.73%)

18:27
02/22/18
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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
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SSR Mining sees 2018 gold production 340K gold equivalent ounces »

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IVC

Invacare

$17.97

-0.28 (-1.53%)

18:20
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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
02/22/18
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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
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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
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Earnings
Triton International reports Q4 adjusted EPS 85c, consensus 80c »

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SJI

South Jersey Industries

$26.34

0.23 (0.88%)

18:13
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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
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Plains All American's Cactus II pipeline fully committed »

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STX

Seagate

$51.36

-0.08 (-0.16%)

18:03
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18:03
Initiation
Seagate initiated at Stifel »

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WDC

Western Digital

$85.53

-0.14 (-0.16%)

18:01
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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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Hot Stocks
Breaking Hot Stocks news story on HP Inc. »

HP Inc. sees higher…

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