Breaking News Instant updates and real-time market news.

CMCSA

Comcast

$35.49

0.44 (1.26%)

, CMCSK

Comcast

$0.00

(0.00%)

15:06
08/09/18
08/09
15:06
08/09/18
15:06

NBCUniversal mulls streaming service that pays people to watch, Information says

Comcast's NBCUniversal is mulling the launch of a streaming service that would pay consumers to watch it, the Information reports. The tentative name for the service is Watch Bank and it would include episodes of television programs and web series from the company's own networks as well as those from outside web sites, the report says. Watch Back viewers would earn points that could be exchanged for gift certificates, the report says, citing several people with knowledge of the plans. NBCUniversal has yet to decided whether to roll out the service, the report notes. Reference Link

CMCSA

Comcast

$35.49

0.44 (1.26%)

CMCSK

Comcast

$0.00

(0.00%)

CMCSA Comcast
$35.49

0.44 (1.26%)

07/25/18
JPMS
07/25/18
NO CHANGE
JPMS
Overweight
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.
07/27/18
JEFF
07/27/18
NO CHANGE
Target $41
JEFF
Buy
Comcast cable results remove bear thesis, says Jefferies
Jefferies analyst John Janedis thinks Comcast's cable results in Q2 "take the incremental bear thesis off the table." Broadband subscriber additions came in ahead of expectations, with average revenue per user growth the best in several quarters, Janedis tells investors in a research note. The analyst says the "sky is not falling" and that his Buy thesis is intact. He keeps a $41 price target for shares of Comcast.
08/06/18
ATLE
08/06/18
UPGRADE
Target $42
ATLE
Overweight
Comcast upgraded to Overweight from Neutral at Atlantic Equities
Atlantic Equities analyst Hamilton Faber upgraded Comcast to Overweight from Neutral and raised his price target on the shares to $42 from $34 as he believes "the bulk of the M&A storm" has passed. The analyst notes that Comcast has pulled out of the race for Fox (FOXA), he now sees a plan B for NBCU and broadband trends have improved dramatically as the company embraces standalone services while mobile is also seeing excellent traction.
08/06/18
08/06/18
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. Comcast (CMCSA) upgraded to Overweight from Neutral at Atlantic Equities with analyst Hamilton Faber saying he believes "the bulk of the M&A storm" has passed. 2. Qualcomm (QCOM) upgraded to Outperform from Market Perform at Cowen with analyst Matthew Ramsay citing the company's $30B buyback and saying he believes the shares offer a compelling risk/reward with effects of lower spending, solid customer performance, and potential QTL resolutions. 3. Square (SQ) upgraded to Buy from Neutral at Buckingham with analyst Chris Brendler saying the Q2 strong results reduced his concerns about high valuation and competition and said there is no reason why Square will not continue to report better-then-expected core revenue growth into 2020. 4. Parker-Hannifin (PH) upgraded to Outperform from In Line at Evercore ISI with analyst David Raso saying the company's recent operational struggles are behind it with this quarters report and views 2019 guidance as conservative. 5. Intercept (ICPT) upgraded to Buy from Sell at Goldman Sachs with analyst Salveen Richter saying Ocaliva in fatty liver disease nonalcoholic steatohepatitis is the crux of Intercept's value proposition and that he's positive into the Phase 3 Regenerate interim readout in the first half of 2019. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
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.
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.

TODAY'S FREE FLY STORIES

02:40
12/13/18
12/13
02:40
12/13/18
02:40
General news
FX Update: A risk-on theme has been coursing through forex markets »

FX Update: A risk-on…

01:45
12/13/18
12/13
01:45
12/13/18
01:45
General news
Asian Market Wrap: »

Asian Market Wrap:…

BHVN

Biohaven Pharmaceutical

$37.72

1.02 (2.78%)

20:51
12/12/18
12/12
20:51
12/12/18
20:51
Syndicate
Biohaven Pharmaceutical 3.3M share Secondary priced at $37.25 per share »

The deal size was…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 13

    Dec

FIVE

Five Below

$101.38

1.86 (1.87%)

20:48
12/12/18
12/12
20:48
12/12/18
20:48
Upgrade
Five Below rating change at Goldman Sachs »

Five Below upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

MRNS

Marinus Pharmaceuticals

$4.21

-0.89 (-17.45%)

20:28
12/12/18
12/12
20:28
12/12/18
20:28
Syndicate
Marinus Pharmaceuticals 12M share Secondary priced at $3.75 per share »

Jefferies and Leerink are…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 13

    Dec

UNM

Unum Group

$30.27

-0.04 (-0.13%)

20:25
12/12/18
12/12
20:25
12/12/18
20:25
Hot Stocks
Unum Group sees FY19 adjusted EPS growth of 4%-7% »

Sees FY19 tax rate of…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 12

    Dec

CIEN

Ciena

$32.14

0.535 (1.69%)

20:25
12/12/18
12/12
20:25
12/12/18
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 13

    Dec

TDC

Teradata

$38.02

0.65 (1.74%)

20:18
12/12/18
12/12
20:18
12/12/18
20:18
Hot Stocks
Teradata targets 2021 recurring revenue growth of 14% »

Also sees 2021 gross…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 12

    Dec

  • 19

    Dec

  • 20

    Dec

HESM

Hess Midstream Partners

$19.43

0.38 (1.99%)

19:09
12/12/18
12/12
19:09
12/12/18
19:09
Hot Stocks
Hess Midstream Partners sees FY19 adjusted EBITDA $550M-$575M »

Sees FY19: net income…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

TOCA

Tocagen

$11.22

-1.63 (-12.68%)

19:05
12/12/18
12/12
19:05
12/12/18
19:05
Syndicate
Tocagen 3M share Secondary priced at $10.00 per share »

Citi and Leerink are…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 13

    Dec

ALL

Allstate

$82.37

-0.12 (-0.15%)

19:03
12/12/18
12/12
19:03
12/12/18
19:03
Hot Stocks
Allstate announces estimated November catastrophe losses of $685M »

Allstate announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

XOM

Exxon Mobil

$76.04

-0.64 (-0.83%)

19:01
12/12/18
12/12
19:01
12/12/18
19:01
Hot Stocks
Exxon makes final investment decision to develop West Barracouta gas project »

ExxonMobil said that it…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

NDSN

Nordson

$111.83

1.09 (0.98%)

, JCS

Communications Systems

$2.42

0.2 (9.01%)

19:00
12/12/18
12/12
19:00
12/12/18
19:00
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS:…

NDSN

Nordson

$111.83

1.09 (0.98%)

JCS

Communications Systems

$2.42

0.2 (9.01%)

BW

Babcock & Wilcox

$0.77

0.0569 (7.94%)

FIVE

Five Below

$101.38

1.86 (1.87%)

BABA

Alibaba

$151.49

-0.34 (-0.22%)

TLRD

Tailored Brands

$20.16

0.32 (1.61%)

LLNW

Limelight Networks

$3.20

0.025 (0.79%)

OXM

Oxford Industries

$74.88

0.895 (1.21%)

AGTC

Applied Genetic

$6.61

0.54 (8.90%)

VBIV

VBI Vaccines

$1.66

0.08 (5.06%)

HASI

Hannon Armstrong

$23.10

-0.16 (-0.69%)

BVN

Buenaventura

$15.25

0.22 (1.46%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 12

    Dec

  • 12

    Dec

  • 12

    Dec

  • 12

    Dec

  • 13

    Dec

  • 04

    Mar

  • 12

    Mar

  • 13

    Dec

  • 13

    Dec

OXM

Oxford Industries

$74.88

0.895 (1.21%)

18:58
12/12/18
12/12
18:58
12/12/18
18:58
Earnings
Oxford Industries cuts FY18 EPS view to $4.20-$4.35 from $4.45-$4.65 »

Cuts FY18 revenue view to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 12

    Dec

OXM

Oxford Industries

$74.88

0.895 (1.21%)

18:56
12/12/18
12/12
18:56
12/12/18
18:56
Earnings
Oxford Industries sees Q4 EPS 96c-$1.11 vs. 93c last year »

Sees Q4 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 12

    Dec

OXM

Oxford Industries

$74.88

0.895 (1.21%)

18:55
12/12/18
12/12
18:55
12/12/18
18:55
Earnings
Oxford Industries reports Q3 adjusted EPS 14c vs. 17c last year »

Reports Q3 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 12

    Dec

NEXT

NextDecade

$4.74

0.04 (0.85%)

18:30
12/12/18
12/12
18:30
12/12/18
18:30
Hot Stocks
NextDecade's Rio Grande LNG project approved by TCEQ »

NextDecade Corporation…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

UAL

United Continental

$89.63

1.49 (1.69%)

18:15
12/12/18
12/12
18:15
12/12/18
18:15
Periodicals
United CEO seeks to boost flight network by 4%-6% next year, Reuters says »

United Airlines CEO Oscar…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 04

    Mar

AKAO

Achaogen

$1.80

0.06 (3.45%)

17:58
12/12/18
12/12
17:58
12/12/18
17:58
Hot Stocks
Breaking Hot Stocks news story on Achaogen »

Robert Duggan raises…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

FLR

Fluor

$34.11

0.29 (0.86%)

17:56
12/12/18
12/12
17:56
12/12/18
17:56
Hot Stocks
Fluor announces participation in $2.1B rail project in Chicago »

Fluor announced that the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

FIVE

Five Below

$101.38

1.86 (1.87%)

17:55
12/12/18
12/12
17:55
12/12/18
17:55
Upgrade
Five Below rating change at Goldman Sachs »

Five Below upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

BTC

Bitcoin

$0.00

(0.00%)

, BITCOIN

Bitcoin

$0.00

(0.00%)

17:49
12/12/18
12/12
17:49
12/12/18
17:49
Hot Stocks
SEC says former execs behind allegedly fraudulent ICO settle scam charges »

Two former executives…

BTC

Bitcoin

$0.00

(0.00%)

BITCOIN

Bitcoin

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

PK

Park Hotels & Resorts

$29.28

0.08 (0.27%)

17:44
12/12/18
12/12
17:44
12/12/18
17:44
Hot Stocks
Park Hotels & Resorts announces Q4 dividend of $1.00 per share »

Park Hotels & Resorts…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

PK

Park Hotels & Resorts

$29.28

0.08 (0.27%)

17:44
12/12/18
12/12
17:44
12/12/18
17:44
Hot Stocks
Park Hotels & Resorts announces Q4 dividend of $1.00 per share »

Park Hotels & Resorts…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CNP

CenterPoint Energy

$28.90

0.12 (0.42%)

17:37
12/12/18
12/12
17:37
12/12/18
17:37
Hot Stocks
CenterPoint Energy raises dividend 4% to 28.75c per share »

The company's board…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.