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FOXA

21st Century Fox

$37.77

(0.00%)

, CMCSA

Comcast

$32.14

(0.00%)

09:37
05/15/18
05/15
09:37
05/15/18
09:37

Comcast hinting rival bid for Fox is coming, Variety reports

FOXA

21st Century Fox

$37.77

(0.00%)

CMCSA

Comcast

$32.14

(0.00%)

DIS

Disney

$102.58

(0.00%)

FOXA 21st Century Fox
$37.77

(0.00%)

05/10/18
OPCO
05/10/18
NO CHANGE
Target $42
OPCO
Outperform
Comcast acquisition of Fox would make strategic, financial sense, says Oppenheimer
Oppenheimer analyst Timothy Horan notes that press reports stated Comcast (CMCSA) has lined up $60B in financing to make an all-cash offer for Fox's (FOXA) entertainment assets, representing a 15% premium to Disney's (DIS) offer. While he thinks this has caused half the 30% decline in Comcast's stock year to date, the analyst believes it does make strategic and financial sense, and Comcast has a great track record on acquisitions. Horan thinks a joint NBC/Fox is a content powerhouse while expanding the company's presence in Europe through Sky (SKYAY), and slashing OTT video risk. The analyst reiterates an Outperform rating and $42 price target on Comcast's shares.
05/01/18
MSCO
05/01/18
NO CHANGE
Target $130
MSCO
Overweight
Disney trades at 'historic discount' while building out OTT, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne believes Disney's (DIS) new segment presentation could benefit shares by highlighting Disney's Over-the-top, or OTT, opportunity and providing visibility into the earnings power of its core businesses. If Fox (FOXA) is included and Hulu is consolidated, Swinburne estimates Disney's OTT and Direct-to-consumer businesses grow to roughly $6.5B in gross annual revenues by FY20, while noting that the stock is currently trading at a historical discount to the S&P 500. He maintains an Overweight rating and $130 price target on Disney shares.
03/15/18
LOOP
03/15/18
INITIATION
Target $130
LOOP
Buy
Disney initiated with a Buy at Loop Capital
Loop Capital analyst Alan Gould started Disney (DIS) with a Buy rating and $130 price target. The analyst views the Disney/21st Century Fox (FOXA) deal as a "win/win," positioning Disney to be a more competitive player in the global streaming business.
03/15/18
LOOP
03/15/18
INITIATION
Target $43
LOOP
Buy
21st Century Fox initiated with a Buy at Loop Capital
Loop Capital analyst Alan Gould started 21st Century Fox (FOXA) with a Buy rating and $43 price target. The analyst believes the company is set up as the "ideal acquisition target for either Disney (DIS) or Comcast (CMCSA) as they evolve their video businesses into a global, direct-to-consumer streaming service."
CMCSA Comcast
$32.14

(0.00%)

05/08/18
05/08/18
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. Comcast (CMCSA) downgraded to Neutral from Overweight at Atlantic Equities. 2. Zillow (Z, ZG) downgraded to Sector Perform from Outperform at RBC Capital with analyst Mark Mahaney citing the recent stock price appreciation. 3. XL Group (XL) downgraded to Sector Perform from Outperform at RBC Capital with analyst Mark Dwelle saying the company's first quarter earnings did not contain any red flags around the sale of the company to AXA (AXAHY), which is on track to close in late second quarter or in the third quarter. 4. Ionis Pharmaceuticals (IONS) downgraded to In Line from Outperform at Evercore ISI with analyst Josh Schimmer citing the safety concerns around volanesorsen discussed in the latest FDA briefing documents, which also "dismantled the company's claims" that the treatment leads to benefits in pancreatis. 5. Sapiens (SPNS) downgraded to Market Perform from Outperform at William Blair with analyst Justin Furby saying consensus estimates for 2019 could be a "too aggressive." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/08/18
ATLE
05/08/18
DOWNGRADE
ATLE
Neutral
Comcast downgraded to Neutral from Overweight at Atlantic Equities
04/09/18
NOMU
04/09/18
NO CHANGE
Target $40
NOMU
Neutral
Comcast price target lowed to $40 from $45 at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal lowered his price target for Comcast shares to $40 to reflect reduced buyback expectations. The analyst, however, says the "sky is not falling." The analyst, while continuing to prefer mobile over fixed, views the 15% pullback in Comcast shares as an overreaction. He expects the company to offer investors "some relief" on its Q1 call. Kvaal keeps a Neutral rating on Comcast.
DIS Disney
$102.58

(0.00%)

05/09/18
MSCO
05/09/18
NO CHANGE
Target $130
MSCO
Overweight
Morgan Stanley says Disney's Q2 showcases strong profit potential of 'IP' units
Morgan Stanley analyst Benjamin Swinburne said Disney's Q2 results showcase the strong profit growth potential of the company's intellectual property, or "IP," driven segments, namely the Film and Parks units. The better than expected results also highlight improvement at core Media Networks despite some modest dilution from OTT investments, added Swinburne, who keeps an Overweight rating and $130 price target on Disney shares.
04/30/18
BARD
04/30/18
NO CHANGE
Target $33
BARD
Neutral
Twitter's new partnerships highlight 'growing relevance,' says Baird
Disney's (DIS) and Viacom's (VIAB) announced live content/streaming partnerships with Twitter (TWTR) highlight Twitter's "growing relevance as a distribution platform," Baird analyst Colin Sebastian tells investors in a research note. He believes the partnerships should provide tailwinds for Twitter's video advertising business. Video accounts for greater than 50% of Twitter ad revenue and is its fastest growing ad format, Sebastian points out. The analyst says Disney and Viacom represent two of the company's biggest partnership wins to-date. He keeps a Neutral rating on Twitter with a $30 price target. The stock closed the trading day up 4.5% to $30.31.

TODAY'S FREE FLY STORIES

STLR

Stellar Acquisition III

$10.50

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$NSD

NASDAQ Market Internals

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TOL

Toll Brothers

$39.13

4.41 (12.70%)

11:16
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$NYE

NYSE Market Internals

$0.00

(0.00%)

11:16
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Technical Analysis
NYSE market internals summary »

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11:15
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DISCA

Discovery

$28.83

0.91 (3.26%)

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Apple

$214.78

-0.7 (-0.32%)

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11:13
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DISCA

Discovery

$28.83

0.91 (3.26%)

AAPL

Apple

$214.78

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MSG

Madison Square Garden

$301.39

4.17 (1.40%)

MSGN

MSG Networks

$25.15

0.3 (1.21%)

TSLA

Tesla

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10.75 (3.48%)

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  • 29

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TOL

Toll Brothers

$39.20

4.48 (12.90%)

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  • 21

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NFLX

Netflix

$339.01

11.26 (3.44%)

, AAPL

Apple

$214.71

-0.77 (-0.36%)

11:10
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Hot Stocks
Analyst sees favorable setup ahead for Netflix on international subscriptions »

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NFLX

Netflix

$339.01

11.26 (3.44%)

AAPL

Apple

$214.71

-0.77 (-0.36%)

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  • 21

    Aug

ROST

Ross Stores

$92.32

-0.01 (-0.01%)

11:10
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08/21
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Options
Defensive option play opened in Ross Stores ahead of earnings »

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  • 23

    Aug

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General news
FX Action: USD-JPY »

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TJX

TJX

$105.50

3.82 (3.76%)

11:09
08/21/18
08/21
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11:09
Hot Stocks
Breaking Hot Stocks news story on TJX »

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  • 21

    Aug

DISCA

Discovery

$28.80

0.88 (3.15%)

, AAPL

Apple

$214.70

-0.78 (-0.36%)

11:09
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DISCA

Discovery

$28.80

0.88 (3.15%)

AAPL

Apple

$214.70

-0.78 (-0.36%)

MSG

Madison Square Garden

$301.58

4.36 (1.47%)

MSGN

MSG Networks

$25.15

0.3 (1.21%)

TSLA

Tesla

$318.95

10.45 (3.39%)

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  • 29

    Oct

TJX

TJX

$105.65

3.97 (3.90%)

11:05
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Hot Stocks
TJX CEO Ernie Herrman says Q3 'off to a very strong start' »

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  • 21

    Aug

PAYX

Paychex

$72.53

0.21 (0.29%)

11:00
08/21/18
08/21
11:00
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11:00
Options
Paychex calls active »

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  • 12

    Sep

NVDA

Nvidia

$251.67

3.82 (1.54%)

, BIDU

Baidu

$225.00

1.37 (0.61%)

10:57
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Hot Stocks
Citron remains cautious on Nvidia, repeats $200 per share forecast »

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NVDA

Nvidia

$251.67

3.82 (1.54%)

BIDU

Baidu

$225.00

1.37 (0.61%)

BABA

Alibaba

$178.80

2.59 (1.47%)

TCEHY

Tencent

$0.00

(0.00%)

FB

Facebook

$173.87

1.37 (0.79%)

GOOG

Alphabet

$1,215.21

7.67 (0.64%)

GOOGL

Alphabet Class A

$1,230.17

8.99 (0.74%)

MSFT

Microsoft

$106.99

0.12 (0.11%)

AMZN

Amazon.com

$1,891.43

15.98 (0.85%)

NFLX

Netflix

$338.51

10.76 (3.28%)

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  • 21

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DWDP

DowDuPont

$69.29

0.81 (1.18%)

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  • 11

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XXII

22nd Century

$2.36

0.08 (3.51%)

10:42
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22nd Century reports order for 3.6M SPECTRUM research cigarette »

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FB

Facebook

$173.61

1.11 (0.64%)

10:41
08/21/18
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10:41
Periodicals
Facebook is rating the trustworthiness of its users, Washington Post reports »

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  • 21

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AMTD

TD Ameritrade

$56.56

-3.6 (-5.98%)

10:40
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Options
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UNIT

Uniti Group

$21.09

0.57 (2.78%)

10:30
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Options
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PZZA

Papa John's

$42.71

-0.01 (-0.02%)

10:29
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Rumors
Rumor moving shares of Papa John's »

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AAL

American Airlines

$40.16

0.16 (0.40%)

10:27
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  • 06

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DXCM

DexCom

$133.50

1.29 (0.98%)

10:25
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Conference/Events
DexCom management to participate in a conference call with Leerink »

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MEI

Methode Electronics

$40.75

1.05 (2.64%)

10:25
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Conference/Events
Methode Electronics to host conference call »

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  • 21

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MSFT

Microsoft

$107.27

0.4 (0.37%)

10:24
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Periodicals
Israel government won't renew licensing agreement with Microsoft, Reuters says »

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  • 04

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