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NFLX

Netflix

$400.24

4.32 (1.09%)

09:38
07/17/18
07/17
09:38
07/17/18
09:38

Netflix Q2 weakness is typically seasonal, says RBC Capital

RBC Capital analyst Mark Mahaney kept his Outperform rating and $360 price target on Netflix after its seasonally-normal "weak" and "lumpy" Q2 results, saying that 2016 Q2 also saw disappointing earnings. The analyst states that the company's long-term positive fundamental trends remain intact, with streaming revenue and subscriber additions expected to accelerate for FY18. In Q2, Mahaney also notes that Netflix' global streaming revenue growth remained at a record-high 43% and its operating margin remained at a record-high 12%.

NFLX Netflix
$400.24

4.32 (1.09%)

07/17/18
RHCO
07/17/18
NO CHANGE
Target $415
RHCO
Hold
Netflix facing risks of increasing competition, says SunTrust
SunTrust analyst Matthew Thornton keeps his Hold rating and $415 price target on Netflix (NFLX) after its Q2 subscriber growth miss while discussing some of the key risks faced by the company. The analyst notes that Netflix could struggle with raising its monthly rates in the environment increasing competition, as Disney (DIS) prepares to launch its own subscription video on demand, SVOD, service in 2019 amid the proliferation of bundles that also include high-demand live sports. Thornton further notes that given a bigger HBO budget under AT&T (T) and the launch/bundling of more video content at Apple (AAPL), the ability of Netflix to raise rates may be more challenging than in recent years.
07/17/18
WELS
07/17/18
NO CHANGE
Target $385
WELS
Outperform
Netflix price target raised to $385 from $370 at Wells Fargo
Wells Fargo analyst Ken Sena raised his price target for Netflix to $385 from $370 primarily based on his higher cash flow estimation. The analyst notes that Netflix reported a "disappointing" Q2 and Q3 guide with net adds shy of expectation, despite higher marketing expense. Margins overall, however, were generally in line, modestly helped by currency, he points out, adding he believes subscriber and pricing trends remain healthy. Sena reiterates an Outperform rating on the shares.
07/17/18
NEED
07/17/18
NO CHANGE
NEED
Hold
Netflix Q2 underscores its 'growing capital intensity', says Needham
Needham analyst Laura Martin kept her Hold rating on Netflix (NFLX), citing the company's missed the Q2 subscriber growth consensus and reduced Q3 guidance. The analyst notes that the quarter has also shown the company's "growing capital intensity" as it "invests in content globally faster than it is driving revenue and sub growth", adding that Netflix enterprise value to paid user ratio has risen to $1,437 from $900 at the start of the year. Martin states that she prefers Roku (ROKU) to Netflix in the OTT industry as its valuation is less than half, its global growth profile is similar, and its expected FY18 free cash flow is better.
07/17/18
KEYB
07/17/18
NO CHANGE
Target $375
KEYB
Overweight
Netflix price target lowered to $375 from $385 at KeyBanc
KeyBanc analyst Andy Hargreaves lowered his price target for Netflix to $375 from $385, citing a decline to his near-term estimates. Nonetheless, the analyst reiterates an Overweight rating on the stock and continues to recommend owning shares. Although Q2 subscriptions missed expectations, multi-quarter growth remains strong and his longer-term view of growth potential is unchanged.

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SPY

SPDR S&P 500 ETF Trust

$268.67

-3.33 (-1.22%)

, SPX

S&P 500

$0.00

(0.00%)

14:20
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General news
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SPDR S&P 500 ETF Trust

$268.67

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SPX

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FBP

First BanCorp

$8.98

-0.35 (-3.75%)

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
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NASDAQ market internals summary »

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Conference/Events
Bernstein transportation analysts to hold an analyst/industry conference call »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
11/14/18
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NYSE market internals summary »

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FITB

Fifth Third

$26.79

-0.91 (-3.29%)

14:15
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Options
Fifth Third put volume heavy and directionally bearish »

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BUD

AB InBev

$76.46

3.23 (4.41%)

14:05
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Options
Anheuser Busch call volume above normal and directionally bullish »

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AQMS

Aqua Metals

$2.47

-0.02 (-0.80%)

, JCI

Johnson Controls

$33.25

-1.54 (-4.43%)

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Hot Stocks
Aqua Metals announces official vendor certification from Johnson Controls »

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AQMS

Aqua Metals

$2.47

-0.02 (-0.80%)

JCI

Johnson Controls

$33.25

-1.54 (-4.43%)

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INFN

Infinera

$4.42

0.02 (0.45%)

13:56
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Hot Stocks
Infinera CFO Brad Feller buys 40K shares of company stock »

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GME

GameStop

$13.21

-0.68 (-4.90%)

13:55
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11/14
13:55
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13:55
Options
GameStop put volume heavy and directionally bearish »

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  • 15

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LBRDA

Liberty Broadband

$82.54

0.02 (0.02%)

13:55
11/14/18
11/14
13:55
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13:55
Conference/Events
Liberty Broadband to host investor meeting »

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  • 14

    Nov

APRN

Blue Apron

$1.15

-0.07 (-5.74%)

13:52
11/14/18
11/14
13:52
11/14/18
13:52
Downgrade
Blue Apron rating change  »

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GOOS

Canada Goose

$63.55

4.95 (8.45%)

13:46
11/14/18
11/14
13:46
11/14/18
13:46
Recommendations
Canada Goose analyst commentary  »

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  • 14

    Nov

COG

Cabot Oil & Gas

$25.96

-0.54 (-2.04%)

13:40
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Options
Aggressive call buying in Cabot Oil and Gas »

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  • 26

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ACU

Acme United

$16.35

-1.03 (-5.93%)

13:38
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Hot Stocks
Acme United raises quarterly dividend 9% to 12c per share »

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FB

Facebook

$143.10

0.91 (0.64%)

13:34
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11/14
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Periodicals
Facebook morale takes hit amid challenging year, WSJ reports »

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  • 28

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ERIC

Ericsson

$8.55

-0.37 (-4.15%)

13:33
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Periodicals
Ericsson CEO not seeing sales boost as security worries hit rivals, Reuters says »

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    Nov

BMWYY

BMW

$0.00

(0.00%)

, VOD

Vodafone

$20.26

0.17 (0.85%)

13:30
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Periodicals
BMW, Vodafone, Ericsson urge EU to weigh 5G car technology, Reuters says »

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BMWYY

BMW

$0.00

(0.00%)

VOD

Vodafone

$20.26

0.17 (0.85%)

ERIC

Ericsson

$8.55

-0.37 (-4.15%)

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BIG

Big Lots

$43.00

-1.02 (-2.32%)

13:30
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Options
Bearish option flow in Big Lots »

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GLIBA

GCI Liberty

$47.08

0.59 (1.27%)

13:25
11/14/18
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Conference/Events
GCI Liberty to host investor meeting »

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  • 14

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LBRDK

Liberty Broadband

$82.44

-0.1 (-0.12%)

13:25
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Conference/Events
Liberty Broadband to host investor meeting »

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  • 14

    Nov

GS

Goldman Sachs

$200.31

-4.61 (-2.25%)

, JPM

JPMorgan

$107.15

-2.44 (-2.23%)

13:24
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Periodicals
Levi Strauss looking to raise $600M-$800M in IPO, CNBC reports »

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GS

Goldman Sachs

$200.31

-4.61 (-2.25%)

JPM

JPMorgan

$107.15

-2.44 (-2.23%)

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  • 26

    Feb

PCG

PG&E

$25.40

-7.3 (-22.32%)

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PG&E says 23,000 electric, 12,000 gas customers without service in Butte County »

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SGH

Smart Global

$28.92

0.57 (2.01%)

13:21
11/14/18
11/14
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11/14/18
13:21
Recommendations
Smart Global analyst commentary  »

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PCG

PG&E

$25.60

-7.1 (-21.71%)

13:20
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Options
PG&E implied volatility spikes to new highs as shares drop 22.6% »

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