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T

AT&T

$33.95

0.04 (0.12%)

13:31
09/25/18
09/25
13:31
09/25/18
13:31

AT&T CEO wants more HBO content over next three years, Variety reports

AT&T CEO Randall Stephenson said he "would be disappointed" if his company does not attract more viewers to watch HBO more regularly and signaled the company may reallocate capital within its WarnerMedia unit over the next three years in an effort to do so, Variety reports, citing comments Stephenson made at a conference. The CEO, who said he wants audiences to engage with HBO every day, said WarnerMedia CEO John Stankey was in the process of reviewing the business to see how funds should be apportioned to not only HBO but the Turner suite of cable networks. Reference Link

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T AT&T
$33.95

0.04 (0.12%)

09/25/18
MKMP
09/25/18
NO CHANGE
Target $7.5
MKMP
Buy
Nokia gaining 5G market share with AT&T, says MKM Partners
MKM Partners analyst Michael Genovese kept his Buy rating and $7.50 price target on Nokia (NOK), saying his checks indicate that the company has "gained significant 5G base station market share at AT&T (T) at Ericsson's (ERIC) expense". The analyst notes that while 4G/LTE market share at AT&T was 65% Ericsson and 35% Nokia, the 5G Wireless Access infrastructure market share is likely at 65% Nokia and 35% Samsung (SSNLF). Genovese sees Nokia becoming the "prime infrastructure vendor" heading into 2019 - the year of "major positive global inflection for 5G".
09/24/18
DBAB
09/24/18
NO CHANGE
DBAB
Buy
Deutsche Bank adds AT&T to Catalyst Call Buy list
Deutsche Bank analyst Matthew Niknam added AT&T to his firm's Catalyst Call Buy list saying he sees an "attractive setup" for the stock ahead of the company's Q3 results. The analyst sees "improving second derivative trends" in AT&T's two biggest segments this quarter, or Wireless and Entertainment Group. He believes the company can post upside to consensus earnings and free cash flow expectations for both Q3 and future periods and keeps a Buy rating on the shares.
09/21/18
09/21/18
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. Under Armour (UA, UAA) upgraded to Neutral from Underweight at JPMorgan with analyst Matthew Boss saying he views the stock's risk/reward as more balanced following the recent underperformance. 2. Acadia (ACAD) upgraded to Overweight from Neutral at Piper Jaffray with analyst Danielle Brill citing the FDA announcement of maintained support for Nuplazid after its review. 3. AT&T (T) upgraded to Buy from Neutral at UBS with analyst John Hodulik saying the stock is trading near all-time low valuations, and at its widest valuation gap to Verizon (VZ), given a mix of EBITDA declines, concerns over the debt load and secular issues impacting the space. 4. Diamond Offshore (DO) upgraded to Buy from Hold at HSBC. 5. Ingersoll-Rand (IR) upgraded to Overweight from Neutral at JPMorgan with analyst Stephen Tusa saying he views the stock's discounted valuation relative to peers as unwarranted following the company's transformation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/21/18
09/21/18
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. UBS SAYS BUY AT&T: UBS analyst John Hodulik upgraded AT&T (T) to Buy and raised his price target for the shares to $38 from $33, noting that the stock is trading near all-time low valuations and at its widest valuation gap to Verizon (VZ). The Time Warner transaction and accounting changes "have compounded [other] issues, leading to a loss of visibility for investors," but his work indicates that AT&T will return to EBITDA growth in the second half of 2018, after a 6% decline in the first half, due to growth in Wireless and WarnerMedia as well as slower declines in Entertainment. JPMORGAN GOES TO BULL FROM BEAR ON NOVAVAX: JPMorgan analyst Eric Joseph double upgraded Novavax (NVAX) to Overweight from Underweight saying the risk/reward is favorable into the report of Prepare trial data in Q1 of 2019. The trial is assessing the efficacy of the company's RSV F Vaccine for infants via maternal immunization and the analyst believes the shares can hit a range of $2.00 to $2.25, he told investors. JPMORGAN SUGGESTS BEING SHORT COPART, LONG KAR: JPMorgan analyst Ryan Brinkman downgraded Copart (CPRT) to Underweight and lowered his price target for the shares to $47 from $48. The company reported softer than expected Q4 results this week but trades at "near record multiples" of earnings and EBITDA, Brinkman told investors. The analyst sees a potential pair trade in going long KAR Auction (KAR) shares, and short Copart shares, to capitalize on the "valuation disconnect." LOOP SETS $8.25 TARGET ON HARMONIC: Loop Capital analyst James Kisner initiated Harmonic (HLIT) with a Buy rating and $8.25 price target, saying he believes Harmonic can "drive robust revenue growth on its Cable Edge business as cable operators like Comcast (CMCSA, CMCSK) adopt its virtual CCAP/CMTS solution," and that the company's video business with stabilize. 'DON'T PANIC' OVER DOD PROPOSAL: Morgan Stanley analyst Rajeev Lalwani attributes the underperformance in Defense stocks over the last two days compared to the broader market to heightened concerns around a month old proposal from the Department of Defense to adjust progress and performance payments down to 50% from 80% of cost, which would effectively slow the timing of cash flow receipts closer to when a project is complete. He sees a number of reasons not to panic, mainly because he believes that the Administration will not move forward with a proposal industry-players will paint as being anti-business and anti-defense spending. Publicly-traded defense contractors include General Dynamics (GD), Huntington Ingalls (HII), L3 Technologies (LLL), Lockheed Martin (LMT), Northrop Grumman (NOC) and Raytheon (RTN).

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INSG

Inseego

$5.18

-0.26 (-4.78%)

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NKTR

Nektar

$33.07

-0.4 (-1.20%)

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SINA

Sina

$42.56

-4.94 (-10.40%)

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VOD

Vodafone

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-0.29 (-1.83%)

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SR

Spire

$85.92

0.26 (0.30%)

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VEEV

Veeva

$140.80

-3.74 (-2.59%)

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VALE

Vale

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0.03 (0.26%)

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STZ

Constellation Brands

$206.21

0.96 (0.47%)

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LII

Lennox

$276.46

-1.35 (-0.49%)

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TOO

Teekay Offshore Partners

$1.11

0.005 (0.45%)

, BBU

Brookfield Business Partners

$37.63

-0.43 (-1.13%)

05:36
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Hot Stocks
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TOO

Teekay Offshore Partners

$1.11

0.005 (0.45%)

BBU

Brookfield Business Partners

$37.63

-0.43 (-1.13%)

TK

Teekay Corp.

$3.86

-0.35 (-8.31%)

BAM

Brookfield

$46.55

-0.25 (-0.53%)

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NGLOY

Anglo American

$0.00

(0.00%)

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WB

Weibo

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LII

Lennox

$276.46

-1.35 (-0.49%)

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GMED

Globus Medical

$40.59

-0.84 (-2.03%)

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BCRX

BioCryst

$3.54

0.09 (2.61%)

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MRBK

Meridian Bank

$16.95

(0.00%)

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Earnings
Meridian reports Q1 EPS 31c, consensus 22c »

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$282.19

-3.43 (-1.20%)

05:24
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General news
U.K. Prime Minister Theresa May announces she'll step down on June 7 »

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S&P 500

$0.00

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SPY

SPDR S&P 500 ETF Trust

$282.19

-3.43 (-1.20%)

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IONS

Ionis Pharmaceuticals

$67.13

-1.42 (-2.07%)

05:20
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ADSK

Autodesk

$169.64

-4.47 (-2.57%)

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SPLK

Splunk

$128.68

-7.12 (-5.24%)

05:10
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AMZN

Amazon.com

$1,815.30

-42.44 (-2.28%)

05:06
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AAXN

Axon

$67.06

-1.29 (-1.89%)

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KTB

Kontoor Brands

$38.51

0.82 (2.18%)

, ORN

Orion Group

$1.87

-0.12 (-6.03%)

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ORN

Orion Group

$1.87

-0.12 (-6.03%)

VFC

VF Corp.

$84.06

-6.32 (-6.99%)

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QGEN

Qiagen

$38.48

-0.235 (-0.61%)

04:55
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Conference/Events
Qiagen participates in a conference call with JPMorgan »

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