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TIVO

TiVo

$12.25

-0.125 (-1.01%)

, CMCSA

Comcast

$32.95

-0.41 (-1.23%)

13:38
07/25/18
07/25
13:38
07/25/18
13:38

Invalidated patent 'not material' to TiVo court fight, says JPMorgan

JPMorgan analyst Sterling Auty noted that the USPTO's Patent Trial and Appeal Board has declared patent 8,433,696 held by TiVo (TIVO) to be invalid as it believes that the technology involves a variation of earlier know-how. While a "scary headline," the reality is this does not matter in terms of TiVo's court case with Comcast (CMCSA), since this patent was dropped from the case, said Auty, who keeps an Overweight rating on TiVo shares.

TIVO

TiVo

$12.25

-0.125 (-1.01%)

CMCSA

Comcast

$32.95

-0.41 (-1.23%)

CMCSK

Comcast

$0.00

(0.00%)

  • 26

    Jul

  • 26

    Jul

  • 08

    Aug

TIVO TiVo
$12.25

-0.125 (-1.01%)

07/06/18
BWSF
07/06/18
NO CHANGE
Target $25
BWSF
Strong Buy
TiVo could bring on CEO via acquisition, says BWS Financial
While a CEO change "usually implies being prone to a takeover," TiVo "could look to do an acquisition to bring on a CEO" after Enrique Rodriguez resigned just six months into the role, BWS Financial analyst Hamed Khorsand tells investors in a research note. The strategic options TiVo is considering "creates a wide array of options for the imaginative investor," the analyst adds. He believes the greatest overhang on TiVo shares remains the lack of annual guidance and no real set goal of what free cash flow could look like this year. Khorsand sees options for the company and keeps a Buy rating on the shares with a $25 price target.
07/05/18
JPMS
07/05/18
NO CHANGE
JPMS
Overweight
TiVo CEO exit may be viewed as 'double edged sword,' says JPMorgan
JPMorgan analyst Sterling Auty says news of TiVo CEO Enrique Rodriguez stepping down "can be perceived as a double edged sword." On one hand, investors might perceive the transition as negative for the company's strategic review process given Rodriguez's expertise in intellectual property licensing and that his compensation structure was tied much to the performance of the stock price, Auty tells investors in a research note. On the other hand, some investors might perceive the transition as an indication that there may not be a need for a CEO post, a positive outcome of the strategic review process in terms of a possible sale of the company, the analyst adds. Shares of TiVo are down 4% to $13.30 in morning trading. Auty admits, however, that the timing of Rodriguez's departure is unusual and that it is hard to read what the possible implications are in terms of the strategic review process without more information. He has an Overweight rating on TiVo shares.
05/11/18
JPMS
05/11/18
NO CHANGE
Target $30
JPMS
Overweight
TiVo strategic review provides near-term catalyst, says JPMorgan
JPMorgan analyst Sterling Auty says that while TiVo reported better than expected revenue and EBITDA in Q1, ASC 606 adoption and other items created a number of moving parts. The company's continuing strategic review process will be positively received by investors and provides a near-term catalyst, Auty tells investors in a post-earnings research note. He keeps an Overweight rating on TiVo with a $30 price target.
04/03/18
JPMS
04/03/18
NO CHANGE
JPMS
TiVo deal with Starz should be positive, says JPMorgan
JPMorgan analyst Sterling Auty believes TiVO's long-term intellectual property license with Starz should be a positive to the company's revenue profile. Starz and HBO GO have been two of the more popular over-the-top properties over the last two years, Auty tells investors in a research note. He sees today's deal as an indication that TiVo has put together the right IP portfolio to capitalize on the growing shift to OTT offerings.
CMCSA Comcast
$32.95

-0.41 (-1.23%)

07/19/18
RAJA
07/19/18
UPGRADE
RAJA
Outperform
Comcast upgraded to Outperform from Market Perform at Raymond James
07/13/18
07/13/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. VF CORP DOUBLE UPGRADE: BofA Merrill Lynch analyst Robert Ohmes upgraded VF Corp (VFC) to Buy from Underperform and raised his price objective to $96 from $65 ahead of the company's earnings report on July 20, telling investors in a research note that he believes Vans will be a "go-to-brand" for the back-to-school selling season. He said his channel checks indicate accelerating momentum in Vans, especially classic styles, and that the $50-$60 price point is attractive given consumers' shift to value. RAYMOND JAMES DOWNGRADES AT&T: Raymond James downgraded AT&T (T) to Market Perform from Outperform. Analyst Frank Louthan said he views the Department of Justice appeal of the Time Warner case as a negative and said it is a "frustrating delay." Louthan expects the suit to be a "significant overhang" for an extended period of time, which will limit share appreciation, but remains confident AT&T will prevail. AT&T is lower by 2% in late morning trading. STIFEL STARTS GALMED WITH A BUY: Stifel analyst Adam Walsh initiated Galmed (GLMD) with a Buy rating and $35 price target, calling it a "legitimate late-stage NASH play" after Aramchol recently proved itself in a Phase 2 trial as a clearly active and "very safe" compound for treating NASH. Galmed is trading higher by over 17% in late morning trading. MORGAN STANLEY HIKES WWE TARGET TO $100: Morgan Stanley analyst Benjamin Swinburne said that WWE (WWE), by securing rights fees in its new five-year agreements with NBC (CMCSA, CMCSK) and Fox (FOX, FOXA) that are 3.6 times higher than its prior five-year broadcast agreement with NBC, has gained a "massive increase" in earnings power and "extremely high" visibility into the associated revenue. Given the recently announced deals, he raised his price target on WWE shares to $100 from $58 and kept an Overweight rating on the stock. WILLIAM BLAIR CALLS KEMPER PULLBACK 'BUYING OPPORTUNITY': William Blair analyst Adam Klauber said he views shares of Kemper (KMPR) as "even more attractive" after the recent pullback, which he attributes to selling pressures from Infinity Property shareholders receiving Kemper stock. Klauber said Kemper "continues to be our top conviction idea," and kept an Outpeform rating on the name. Kemper is higher by 4.8% in late morning trading.
07/20/18
JEFF
07/20/18
NO CHANGE
Target $41
JEFF
Buy
Comcast added to Franchise Pick List with $41 target at Jefferies
Jefferies analyst John Janedis added Comcast (CMCSA) to his firm's Franchise Pick List while keeping a Buy rating on the shares with a $41 price target. The analyst expects the "M&A driven volatility" to subside following Comcast's announcement to walk away from 21st Century Fox (FOXA). The stock remains attractively valued with the company's fundamentals "stable to improving," Janedis tells investors in a research note. He believes the outcome of Sky (SKYAY) "will not be a thesis changer" and that Comcast should see multiple expansion.
07/20/18
UBSW
07/20/18
DOWNGRADE
Target $50
UBSW
Neutral
21st Century Fox downgraded to Neutral from Buy at UBS
UBS analyst John Hodulik downgraded 21st Century Fox (FOXA) after Comcast (CMCSA) conceded to Disney (DIS) regarding an acquisition. Hodulik raised his price target to $50 from $48 on 21st Century Fox shares.
CMCSK Comcast
$0.00

(0.00%)

06/26/18
BUCK
06/26/18
INITIATION
BUCK
Neutral
Sky initiated with a Neutral at Buckingham
Earlier today, Buckingham analyst Michael Harrigan initiated Sky (SKYAY) with a Neutral rating and GBP14.50 price target with 3% upside, above Comcast's (CMCSA) GBP12.50 cash bid and a premium to 21st Century Fox's (FOXA) GBP10.75 bid to buy the 61% of Sky it does not already own. The analyst tells investors in a research note that a higher bid assessment could be triggered by the U.K. Takeover Panel exercising its authority to mandate a higher takeout bid if the price paid by Comcast or Disney (DIS) to buy the 21st Century Fox assets that are in play implies a higher bid.
07/13/18
BERN
07/13/18
NO CHANGE
BERN
Bernstein 'not so sure' Comcast will give up on Fox assets
Bernstein analyst Todd Juenger said that it appears that the market is starting to believe Comcast (CMCSA) will give up on its bid to buy assets from 21st Century Fox (FOXA) and focus on Sky (SKYAY), but he said he is "not so sure" that is the case after only one counter from Disney (DIS). He does not believe Comcast would put forth a $35 bid unless it was prepared to bid up to near $45 per share, Juenger tells investors. If Comcast ups its bid, it either wins Fox at a high price or Disney is forced to pay more, which both seem better than giving up to him, Juenger stated. In any case, the "winner" will be left with increased leverage on a cyclical business late in the cycle at a time when it needs to invest significantly to build its direct-to-consumer business, added Juenger.
06/25/18
JEFF
06/25/18
NO CHANGE
Target $41
JEFF
Buy
Potential Fox deal 'largely priced' into Comcast shares, says Jefferies
Jefferies analyst John Janedis told investors in a research note that he has noted healthy ad demand this quarter, and combined with "decent" ratings at key cable networks like Bravo, USA and Oxygen, Comcast's (CMCSA) NBCUniversal appears to be performing well. Janedis, who has a Buy rating and $41 price target on Comcast shares, believes a potential Fox (FOXA) deal is "largely priced" into shares and that the stock will trade higher when the dust settles -- either way. Following Disney's (DIS) $38 per share offer for Fox assets, he thinks a competing offer from Comcast would need to be at least $42.50 per share to be viewed as superior, adding that Comcast likely has options for Fox that include more than a straight cash offer.

TODAY'S FREE FLY STORIES

JBHT

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WTFC

Wintrust Financial

$69.99

-2.05 (-2.85%)

18:56
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Earnings
Wintrust Financial reports Q2 EPS $1.38, consensus $1.66 »

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DDAIF

Daimler AG

$0.00

(0.00%)

18:46
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Initiation
Daimler AG initiated  »

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PUGOY

Peugeot

$0.00

(0.00%)

18:46
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Peugeot initiated  »

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FCAU

Fiat Chrysler

$14.18

0.045 (0.32%)

18:45
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Initiation
Fiat Chrysler initiated  »

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  • 31

    Jul

TGI

Triumph Group

$23.07

-0.22 (-0.94%)

18:42
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Triumph Group selected by leading airline as MRO provider »

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TRQ

Turquoise Hill

$1.07

-0.02 (-1.83%)

18:32
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Hot Stocks
Turquoise Hill reports Q2 copper output 39.2KT, down 0.6% from last year »

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RIO

Rio Tinto

$61.50

0.77 (1.27%)

18:29
07/15/19
07/15
18:29
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18:29
Hot Stocks
Rio Tinto cuts FY19 Pilbara ore shipments view to 320M-330M tons »

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  • 25

    Sep

RIO

Rio Tinto

$61.50

0.77 (1.27%)

18:28
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Hot Stocks
Rio Tinto report Q2 Pilbara iron ore output 79.7M tons, down 7% from last year »

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  • 25

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VMW

VMware

$172.22

2.48 (1.46%)

18:24
07/15/19
07/15
18:24
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18:24
Hot Stocks
VMware: We have momentum across the board »

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  • 16

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CGIX

Cancer Genetics

$0.17

-0.0059 (-3.35%)

, IDXG

Interpace Diagnostics

$0.70

-0.0071 (-1.01%)

18:21
07/15/19
07/15
18:21
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Conference/Events
Interpace Diagnostics to hold a conference call »

Conference call to…

CGIX

Cancer Genetics

$0.17

-0.0059 (-3.35%)

IDXG

Interpace Diagnostics

$0.70

-0.0071 (-1.01%)

03/08/13
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17:55
07/15/19
07/15
17:55
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17:55
Conference/Events
Stephens business services analyst to hold a group dinner »

Group Dinner Meeting to…

EYEN

Eyenovia

$2.89

0.04 (1.40%)

17:51
07/15/19
07/15
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Hot Stocks
Eyenovia CEO buys 233.8K shares of common stock »

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ET

Energy Transfer LP

$14.91

0.09 (0.61%)

17:38
07/15/19
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17:38
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Periodicals
Energy Transfer considering sale of 33% Rover pipeline stake, Bloomberg says »

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INNT

Innovate Biopharmaceuticals

$1.12

0.02 (1.82%)

17:37
07/15/19
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Hot Stocks
Innovate Biopharmaceuticals gives corporate update, undertakes CEO search effort »

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LAMR

Lamar Advertising

$80.70

-0.31 (-0.38%)

17:36
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Lamar Advertising to acquire Ashby Street Outdoor Holdings »

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  • 07

    Aug

LMT

Lockheed Martin

$367.65

-1.81 (-0.49%)

17:24
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Lockheed Martin awarded $492.11M Army contract for M142 launchers »

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  • 23

    Jul

EGHT

8x8, Inc.

$25.62

-0.24 (-0.93%)

, FIVN

Five9

$48.00

-5.53 (-10.33%)

17:15
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Stephens communications analysts to hold an analyst/industry conference call »

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EGHT

8x8, Inc.

$25.62

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FIVN

Five9

$48.00

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LOGM

LogMeln

$76.57

0.41 (0.54%)

RNG

RingCentral

$123.31

0.34 (0.28%)

WORK

Slack Technologies

$34.78

1.04 (3.08%)

TWLO

Twilio

$145.36

3.185 (2.24%)

VG

Vonage

$12.79

-0.2 (-1.54%)

ZM

Zoom Video

$99.76

6.465 (6.93%)

GOOG

Alphabet

$1,150.39

5.84 (0.51%)

MSFT

Microsoft

$138.94

0.08 (0.06%)

AMZN

Amazon.com

$2,021.00

10.38 (0.52%)

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WTI

W&T Offshore

$4.83

0.13 (2.77%)

17:08
07/15/19
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Hot Stocks
W&T Offshore CEO buys 100K shares of common stock »

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SRT

StarTek

$7.10

0.04 (0.57%)

17:08
07/15/19
07/15
17:08
07/15/19
17:08
Syndicate
Breaking Syndicate news story on StarTek »

StarTek files $100M mixed…

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  • 12

    Sep

VTVT

vTv Therapeutics

$1.37

(0.00%)

17:08
07/15/19
07/15
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17:08
Hot Stocks
vTv Therapeutics jumps 20% after saying it will make presentation at AAIC »

vTv Therapeutics…

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JBHT

J.B. Hunt

$92.50

-0.45 (-0.48%)

16:53
07/15/19
07/15
16:53
07/15/19
16:53
Hot Stocks
Breaking Hot Stocks news story on J.B. Hunt »

J.B. Hunt up over 6% at…

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    Nov

ARW

Arrow Electronics

$68.82

-0.15 (-0.22%)

16:52
07/15/19
07/15
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16:52
Hot Stocks
Breaking Hot Stocks news story on Arrow Electronics »

Arrow Electronics down…

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UBNK

United Financial

$14.02

-0.1 (-0.71%)

16:45
07/15/19
07/15
16:45
07/15/19
16:45
Hot Stocks
Breaking Hot Stocks news story on United Financial »

United Financial trading…

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  • 17

    Jul

TRWH

Twin River Worldwide

$28.90

-0.08 (-0.28%)

16:44
07/15/19
07/15
16:44
07/15/19
16:44
Hot Stocks
Standard General to tender 13M shares from Twin River Worldwide »

Twin River Worldwide…

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