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T

AT&T

$34.64

-0.18 (-0.52%)

, VZ

Verizon

$47.99

-0.45 (-0.93%)

15:42
04/20/18
04/20
15:42
04/20/18
15:42

U.S. investigating wireless collusion claim against AT&T, Verizon, NY Times says

T

AT&T

$34.64

-0.18 (-0.52%)

VZ

Verizon

$47.99

-0.45 (-0.93%)

S

Sprint

$6.00

0.045 (0.76%)

TMUS

T-Mobile

$63.27

0.01 (0.02%)

  • 24

    Apr

  • 25

    Apr

  • 09

    May

T AT&T
$34.64

-0.18 (-0.52%)

04/11/18
JEFF
04/11/18
NO CHANGE
JEFF
T-Mobile, Sprint deal has more hurdles than AT&T, Time Warner, says Jefferies
A horizontal merger between T-Mobile (TMUS) and Sprint (S) poses more significant regulatory hurdles than the contested AT&T (T), Time Warner (TWX) deal does, Jefferies analyst Scott Goldman tells investors in a research note after the Wall Street Journal reported the two companies are again in merger talks. The analyst believes potential regulatory remedies could include meaningful spectrum divestitures. With that said, he thinks the combined company would create "meaningful accretion," with free cash flow per share nearly 30% higher in year three. Using multiple analysis, Goldman thinks T-Mobile shares could be worth more than $88 in a deal scenario. The stock closed yesterday up 3.4% to $63.13. Further, the analyst recommends buying the tower stocks on yesterday's selloff given his view of significant regulatory hurdles for a Sprint, T-Mobile deal. He has Buy ratings on American Tower (AMT), Crown Castle (CCI) and SBA Communications (SBAC).
04/12/18
OPCO
04/12/18
NO CHANGE
OPCO
T-Mobile, Sprint merger logic, still difficult to consummate, says Oppenheimer
Oppenheimer analyst Timothy Horan notes that The Wall Street Journal reported on revived preliminary merger talks after T-Mobile (TMUS)/Sprint (S) ended previous M&A discussions five months ago. The analyst believes a merger offers long-term value for both companies through better scale and synergies, but friction will center on control, relative valuation and regulatory approval concessions, which need to be agreed upon up-front. Ultimately, Horan thinks the industry will consolidate to four large companies that will all offer a quad-play service, one possibility being T-Mobile/Sprint, AT&T (T), Verizon (VZ)/Dish (DISH) and a combination of the cable companies/wireless assets.
04/12/18
NOMU
04/12/18
NO CHANGE
Target $48
NOMU
Buy
CommScope price target raised to $48 from $42 at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal raised his price target for CommScope (COMM) to $48 saying "rapidly increasing" AT&T (T) FirstNet spending will lift the company's 2018 revenues "easily above consensus expectations." FirstNet represents a "rare inflection in a typically methodical story," Kvaal tells investors in a research note. He keeps a Buy rating on CommScope.
04/17/18
PIVT
04/17/18
DOWNGRADE
Target $105
PIVT
Hold
Time Warner downgraded to Hold from Buy at Pivotal Research
Pivotal Research analyst Brian Wieser downgraded Time Warner (TWX) to Hold and lowered his price target for the shares to $105 from $108. The stock's value is driven by current trading levels of AT&T (T) under a presumption that the sale of the company goes through, Wieser tells investors in a research note.
VZ Verizon
$47.99

-0.45 (-0.93%)

03/28/18
HSBC
03/28/18
UPGRADE
Target $55
HSBC
Buy
Verizon upgraded to Buy from Hold at HSBC
HSBC analyst Sunil Rajgopal upgraded Verizon Communications to Buy and raised his price target for the shares to $55 from $52.
03/28/18
03/28/18
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. Verizon (VZ) and AT&T (T) were upgraded to Buy from Hold at HSBC. 2. Unilever (UN, UL) upgraded to Buy from Neutral at UBS with analyst Pinar Ergun saying the 17% pullback in the shares since the October 2017 peak has created a "compelling" entry point. 3. Rockwell Automation (ROK) upgraded to Outperform from Market Perform at Wells Fargo with analyst Richard Kwas saying the company's fiscal 2018 organic growth "has room to outperform" while its fiscal 2017 restructuring should yield "steady margin benefits" into fiscal 2019. 4. Jacobs Engineering (JEC) upgraded to Buy from Neutral at MKM Partners with analyst Daniel Scott saying he is positive on the combination with CH2M and expects the company to benefit from increased spending on defense and infrastructure. 5. Burberry (BURBY) upgraded to Buy from Neutral at Goldman Sachs with analyst Louise Singlehurst citing increased confidence in the medium-term outlook for European luxury growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/05/18
ADAM
04/05/18
NO CHANGE
Target $15
ADAM
Buy
Canaccord positive on Moviefone acquisition by MoviePass
Canaccord analyst is Austin Moldow notes that Helios and Matheson (HMNY) has completed the acquisition of Moviefone assets from Oath, a subsidiary of Verizon (VZ). The analyst believes this deal gives MoviePass the opportunity to convert a large number of users into subscribers and provides a platform for enhanced studio marketing and user engagement. MoviePass will leverage the Moviefone brand and audience for subscriber conversion, he contends, adding that he estimates the overlap of Moviefone users and MoviePass subs is fairly minimal. Moldow reiterates a Buy rating and $15 price target on Helios and Matheson shares.
S Sprint
$6.00

0.045 (0.76%)

04/18/18
MACQ
04/18/18
UPGRADE
MACQ
Neutral
Sprint upgraded to Neutral from Underperform at Macquarie
04/11/18
BWSF
04/11/18
NO CHANGE
BWSF
Buy
Shenandoah could benefit from Sprint, T-Mobile deal talk, says BWS Financial
BWS Financial analyst Hamed Khorsand noted that shares of Shenandoah (SHEN), a Sprint (S) affiliate for certain markets in the Mid-Atlantic region, began to price in the potential of being a winner the last time media reports indicated there were merger talks between Sprint and T-Mobile (TMUS). With the talks said to be rekindled, he would expect Shenandoah's stock to see some increase in value in the near-term and he also believes the terms of an agreement with Sprint could unlock value for Shenandoah. Khorsand maintains a Buy rating on the stock.
04/19/18
04/19/18
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. Walmart (WMT) upgraded to Buy from Hold at Argus with analyst Christopher Graja saying he believes an improving job market should help low-and-middle-income shoppers spend more. 2. Sprint (S) upgraded to Neutral from Underperform at Macquarie. 3. iRobot (IRBT) upgraded to Overweight from Neutral at Piper Jaffray with analyst Troy Jensen saying tracking data shows iRobot is experiencing "exceptionally strong demand in North America." 4. Diodes (DIOD) upgraded to Buy from Neutral at Longbow with analyst Shawn Harrison saying he expects rising demand, pricing, and Pericom growth to drive sales, gross margins, and earnings higher. 5. Texas Capital (TCBI) upgraded to Overweight from Neutral at Piper Jaffray with analyst Brett Rabatin saying he sees Texas Capital outperforming peers. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TMUS T-Mobile
$63.27

0.01 (0.02%)

04/11/18
MSCO
04/11/18
NO CHANGE
MSCO
Morgan Stanley says watch Sprint capex as T-Mobile talks said to restart
After The Wall Street Journal reported that T-Mobile (TMUS) and Sprint (S) have resumed merger talks, Morgan Stanley analyst Simon Flannery noted that Sprint announced plans to accelerate network capex after the merger plans fell apart last time. If Sprint's capex comes in light this quarter and/or next quarter, it may be seen as potentially related to renewed conversations with T-Mobile as it could suggest Sprint has pushed off its investment plans, Flannery tells investors. Noting that Tower stocks sold off following the Journal's report, Flannery pointed out that the companies each disclosed direct overlaps in late 2016 of about 5% on average. Total consolidated combined T-Mobile/Sprint exposure for American Tower (AMT) was about 16%, was about 35% for Crown Castle (CCI) and was about 33% for SBA Communications (SBAC), all as of Q4 of 2017, the analyst stated.

TODAY'S FREE FLY STORIES

GE

General Electric

$12.44

-0.42 (-3.27%)

, EXC

Exelon

$43.32

0.09 (0.21%)

14:13
09/20/18
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14:13
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14:13
Periodicals
Exelon Generation COO confirms GE blade issue in Bloomberg interview »

Exelon Generation (EXC)…

GE

General Electric

$12.44

-0.42 (-3.27%)

EXC

Exelon

$43.32

0.09 (0.21%)

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AMZN

Amazon.com

$1,947.47

21.2 (1.10%)

14:11
09/20/18
09/20
14:11
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14:11
Periodicals
Amazon's new Echo Show has Hulu, Meal Kits capabilities »

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LYV

Live Nation

$52.28

-0.41 (-0.78%)

14:10
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14:10
Options
Call buyers in LiveNation as shares rally off session lows »

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AMZN

Amazon.com

$1,945.80

19.53 (1.01%)

14:05
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14:05
Hot Stocks
Amazon highlights new Alexa Presentation software »

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NTES

NetEase

$216.27

11.57 (5.65%)

14:05
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09/20
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14:05
Options
NetEase call volume above normal and directionally bullish »

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AMZN

Amazon.com

$1,944.93

18.66 (0.97%)

, DLB

Dolby

$68.99

0.5 (0.73%)

14:01
09/20/18
09/20
14:01
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14:01
Periodicals
Amazon unveils all-new Echo Show with complete redesign »

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AMZN

Amazon.com

$1,944.93

18.66 (0.97%)

DLB

Dolby

$68.99

0.5 (0.73%)

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  • 26

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FB

Facebook

$165.20

2.14 (1.31%)

, TWTR

Twitter

$29.80

0.27 (0.91%)

14:00
09/20/18
09/20
14:00
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14:00
Periodicals
Facebook, Twitter, Alphabet to leave technology sector of S&P 500, WSJ says »

Investors are in for a…

FB

Facebook

$165.20

2.14 (1.31%)

TWTR

Twitter

$29.80

0.27 (0.91%)

GOOG

Alphabet

$1,185.00

14.03 (1.20%)

GOOGL

Alphabet Class A

$1,189.17

14.51 (1.24%)

03/08/13
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  • 20

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  • 03

    Mar

ACAD

Acadia

$18.77

3.66 (24.22%)

13:59
09/20/18
09/20
13:59
09/20/18
13:59
Recommendations
Acadia analyst commentary  »

FDA conclusion on…

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  • 01

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GLW

Corning

$36.24

0.98 (2.78%)

13:57
09/20/18
09/20
13:57
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13:57
Recommendations
Corning analyst commentary  »

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SYK

Stryker

$173.03

-0.56 (-0.32%)

13:57
09/20/18
09/20
13:57
09/20/18
13:57
Hot Stocks
Stryker to showcase Tritanium In-Growth Technology in AR experience »

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  • 09

    Oct

AMZN

Amazon.com

$1,946.29

20.02 (1.04%)

13:57
09/20/18
09/20
13:57
09/20/18
13:57
Periodicals
Amazon introduces Alexa doorbell API »

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  • 26

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FB

Facebook

$165.29

2.23 (1.37%)

, TWTR

Twitter

$29.81

0.28 (0.95%)

13:56
09/20/18
09/20
13:56
09/20/18
13:56
Periodicals
Facebook, Twitter, Alphabet to leave technology sector of S&P 500 »

Investors are in for a…

FB

Facebook

$165.29

2.23 (1.37%)

TWTR

Twitter

$29.81

0.28 (0.95%)

GOOG

Alphabet

$1,186.13

15.16 (1.29%)

GOOGL

Alphabet Class A

$1,189.54

14.88 (1.27%)

03/08/13
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  • 03

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TRCO

Tribune Media

$37.90

-0.07 (-0.18%)

, NXST

Nexstar

$81.35

1.1 (1.37%)

13:55
09/20/18
09/20
13:55
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13:55
Periodicals
Tribune Media sales talks moving quickly, Dealreporter says »

Tribune Media's…

TRCO

Tribune Media

$37.90

-0.07 (-0.18%)

NXST

Nexstar

$81.35

1.1 (1.37%)

TGNA

Tegna

$12.02

0.09 (0.75%)

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03/06/13
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  • 08

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HRS

Harris

$161.08

-4.41 (-2.66%)

13:55
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13:55
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13:55
Hot Stocks
Harris receives orders for 1,540 two-channel handheld radios from U.S. Army »

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AMZN

Amazon.com

$1,947.40

21.13 (1.10%)

13:54
09/20/18
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13:54
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13:54
Periodicals
Amazon announces Ring Stick Up Cam, will cost $180 »

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  • 26

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PAGS

PagSeguro Digital

$29.03

0.61 (2.15%)

13:51
09/20/18
09/20
13:51
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13:51
Conference/Events
PagSeguro Digital management to meet with KeyBanc »

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AMZN

Amazon.com

$1,946.57

20.3 (1.05%)

13:51
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13:51
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13:51
Periodicals
Amazon announces Alexa Guard, Echo Guard »

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  • 26

    Sep

REPYY

Repsol

$0.00

(0.00%)

13:49
09/20/18
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13:49
Hot Stocks
CaixaBank to sell existing shareholding in Repsol »

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AMZN

Amazon.com

$1,946.26

19.99 (1.04%)

13:48
09/20/18
09/20
13:48
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13:48
Periodicals
Amazon introduces Echo Wall Clock »

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  • 26

    Sep

AMZN

Amazon.com

$1,945.51

19.24 (1.00%)

13:45
09/20/18
09/20
13:45
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13:45
Periodicals
Amazon unveils Alexa-enabled microwave »

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  • 26

    Sep

AMZN

Amazon.com

$1,946.00

19.73 (1.02%)

13:42
09/20/18
09/20
13:42
09/20/18
13:42
Periodicals
Amazon unveils Alexa Connect Kit for developers »

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  • 26

    Sep

QQQ

Invesco QQQ Trust

$184.72

2.01 (1.10%)

13:40
09/20/18
09/20
13:40
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13:40
Options
Large put spread in Invesco QQQ as a hedge is adjusted »

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AMZN

Amazon.com

$1,944.99

18.72 (0.97%)

13:39
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13:39
Periodicals
Amazon unveils Alexa Hunches feature »

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  • 26

    Sep

AMZN

Amazon.com

$1,945.00

18.73 (0.97%)

13:36
09/20/18
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13:36
Periodicals
Amazon introduces Amazon Smart Plug »

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  • 26

    Sep

AMZN

Amazon.com

$1,944.64

18.37 (0.95%)

13:34
09/20/18
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13:34
Periodicals
Amazon highlights focus on 'frustration-free setup' of smart devices »

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