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NFLX

Netflix

$381.00

6.61 (1.77%)

, DIS

Disney

$116.22

-0.72 (-0.62%)

07:37
10/02/18
10/02
07:37
10/02/18
07:37

Netflix to beat its subscriber forecasts in Q3, says Loop Capital

Loop Capital analyst Alan Gould kept his Hold rating and $365 price target on Netflix (NFLX) ahead of its Q3 results. The analyst expects the company to beat on subscriber adds domestically and internationally while also offering a "conservative" outlook for Q4 along with another debt offering likely to be offset by another $1 per month increase in rates. Gould adds that while the Street has consistently underestimated international subscriber additions at Netflix, he also warns that further detail from Disney (DIS) about its upcoming streaming services could weigh on Netflix shares.

NFLX

Netflix

$381.00

6.61 (1.77%)

DIS

Disney

$116.22

-0.72 (-0.62%)

  • 03

    Oct

  • 16

    Oct

  • 13

    Nov

NFLX Netflix
$381.00

6.61 (1.77%)

10/01/18
NEED
10/01/18
NO CHANGE
Target $85
NEED
Buy
Roku price target raised to $85 from $60 at Needham
Needham analyst Laura Martin raised her price target on Roku (ROKU) to $85 and kept her Buy rating, even as its 213% stock price advance over the past 12 months has vastly outperformed the broader market. The analyst cites the company's "execution excellence, total addressable market expansion, reduced capital intensity / competitive risk, and a transition "from experimental to mainstream ad budgets". Martin adds that Roku has positioned itself as a "key takeover target" while offering a better valuation profile of 9.1-times expected forward revenue than that of Netflix (NFLX) at 9.7-times. The analyst further notes that Roku's margin, content risk, and event upside make it a better bet than Netflix.
10/01/18
FBCO
10/01/18
NO CHANGE
Target $470
FBCO
Outperform
Netflix 2019 content slate shaping up to be 'meaningfully' stronger, says Credit Suisse
Credit Suisse analyst Douglas Mitchelson says he has built out his forecast of Netflix's content slate, with 2019 shaping up to be "meaningfully" stronger than 2018. The analyst believes this bodes well for 2019 subscriber growth as scaling quality content should benefit both marketing and churn. Mitchelson reiterates an Outperform rating and $470 price target on the shares.
09/25/18
NOMU
09/25/18
NO CHANGE
Target $125
NOMU
Buy
Square price target raised to $125 from $86 at Nomura Instinet
Nomura Instinet analyst Dan Dolev raised his price target for Square (SQ) to $125 from $86 and keeps a Buy rating on the shares. The stock closed yesterday up 75c to $86.04. The analyst's analysis of Square's fundamentals indicates "buoyant" gross payment volume, revenue and marketing efficacy trends. The company's "fully cohesive solutions and rapid rate of innovation" suggest that it is en route to disrupt the global payments ecosystem, Dolev tells investors in a research note titled "Improving Momentum Means $125 Is Within Reach." He believes this is similar to the FANG stocks, or Facebook (FB), Amazon.com (AMZN), Netflix (NFLX) and Google (GOOG, GOOGL), that have "disrupted traditional markets with massive" global total addressable markets. Further, Dolev believes shares of Square are not too expensive when taking into account its "stellar" 45% expected three-year annual revenue growth, which he thinks "makes it screen more attractively than many payment peers and FANG stocks."
09/19/18
09/19/18
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. WELLS FARGO UPGRADES TRANSOCEAN TO OUTPERFORM: Wells Fargo analyst Judson Bailey upgraded Transocean (RIG) to Outperform and raised his price target for the shares to $16 from $13. The analyst "significantly" increased his EBITDA and net asset value estimates across the offshore drilling space to reflect increasing demand combined with tightening availability for high spec ultra-deepwater rigs. This is quickly pushing dayrate expectations higher as well as the market value for ultra-deepwater assets, Bailey tells investors. The analyst cites Transocean's deepwater leverage for his upgrade to Outperform. In late morning trading, Transocean was higher by 3.6%. JEFFERIES UPGRADES E-TRADE TO BUY: Jefferies analyst Daniel Fannon upgraded E-Trade (ETFC) to Buy from Hold with an unchanged price target of $65. The stock's current valuation is attractive for the core business while the financial and strategic benefits as a takeout candidate remain intact, Fannon said. His favorite ideas in the group are E-Trade and Charles Schwab (SCHW). In late morning trading, E-Trade was higher by 3.5%. CREDIT SUISSE UPGRADES SUNPOWER: Credit Suisse analyst Michael Weinstein upgraded SunPower (SPWR) to Outperform from Neutral and raised his target price for shares to $10 from $8. Weinstein said the news that its interdigitated back contact solar modules manufactured in Malaysia will be exempted from U.S. import tariffs won't impact 2018 earnings, as the decision doesn't explicitly call out retroactiveness, but sees a benefit to 2019 and 2020 gross profit of $35M-$40M per year vs. prior estimates. In late morning trading, SunPower was higher by 4.7%. MORGAN STANLEY SAYS OIL SERVICES INDUSTRY ATTRACTIVE: Morgan Stanley analyst Connor Lynagh upgraded the oil services, drilling and equipment industry view to attractive, and initiated 14 stocks in the sector, including top Overweight picks Baker Hughes (BHGE), Halliburton (HAL), and Transocean. GUGGENHEIM RAISES NETFLIX PRICE TARGET: Guggenheim analyst Michael Morris raised his price target for Netflix (NFLX) to $420 from $360 and kept a Buy rating on the shares. The analyst believes that Netflix "subscriber penetration will significantly exceed what is implied in the company's current valuation." He thinks the company's Q3 launch of original local-market content in India and upgrades to its user experience will support further upside in the shares.
DIS Disney
$116.22

-0.72 (-0.62%)

09/24/18
BERN
09/24/18
NO CHANGE
BERN
Sky's bidding war outcome 'best possible result' for Disney, says Bernstein
Bernstein analyst Todd Juenger says this weekend's outcome of the bidding war for Sky (SKYAY) was "the best possible result" for Disney (DIS). The analyst argues that he never understood why Disney would want to operate a European DBS business, and never understood how Sky would contribute to Disney's DTC strategy. Rather than pay such a premium like Comcast (CMCSA), Disney can now get "paid" that premium, assuming Fox (FOXA) agrees to sell and deliver the proceeds to Disney in lieu of the shares they had promised, the analyst contends.
09/24/18
LOOP
09/24/18
NO CHANGE
Target $51
LOOP
Buy
21st Century Fox favored over Disney on on Comcast-Sky deal, says Loop Capital
Loop Capital analyst Alan Gould kept his Buy rating and $51 price target on 21st Century Fox (FOXA), saying that while Disney (DIS) should also rise on the latest news of Comcast (CMCSA) buy Sky (SKYAY), "asymmetrical returns" favor Fox as Disney stock price "approaches the high end of the collared range for the Fox transaction". The analyst notes that he is positive on Fox "as an attractive way to buy Disney and create shares in the spinoff New Fox". Gould adds that while missing on Sky "complicates Disney's direct-to-consumer" Europe strategy, he believes investors will reward its stronger balance sheet and its independent efforts of launching a global streaming business.
09/19/18
UBSW
09/19/18
DOWNGRADE
UBSW
Neutral
Sky downgraded to Neutral from Buy at UBS
UBS downgraded Sky (SKYAY) to Neutral while raising its price target for the shares to 1,600p from 1,500p. The firm cites valuation for the downgrade with the stock up over 70% in the last 12 months. Sky shares are pricing in high probability that Disney (DIS)/Fox (FOXA) will return with a higher offer, UBS says. It continues to believe the company is "strategically valuable" to both Disney/Fox and Comcast (CMCSA).
09/18/18
LOOP
09/18/18
NO CHANGE
Target $125
LOOP
Buy
Disney expected to acquire Sky through Fox, says Loop Capital
Loop Capital analyst Alan Gould kept his Buy rating and $125 price target on Disney (DIS), saying he continues to expect the company to acquire Sky (SKYAY) through Fox (FOXA) ahead of the 5-day auction process that may begin next week. The analyst believes that Disney "can afford to overpay" for the assets that he deems to be "strategically important" to its global DTC business and expects Fox to raise its Sky bid to "at least" match the GBP14.75 per share offer from Comcast (CMCSA). Gould also raises his expected Disney FY18 EPS view by 2c to $6.95 to account for strong film results in the current quarter.

TODAY'S FREE FLY STORIES

AEHR

Aehr Test Systems

$1.41

(0.00%)

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Aehr Test Systems receives orders exceeding $2.1M »

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07:44
02/21/19
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Conference/Events
The Federal Energy Regulatory Commission (FERC) to hold a meeting »

Open Commission Meeting…

AIG

AIG

$43.28

0.27 (0.63%)

07:42
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  • 27

    Mar

TCP

TC PipeLines

$34.20

0.47 (1.39%)

07:41
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Earnings
TC PipeLines reports Q4 adj. EPS $1.06, consensus 92c »

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  • 05

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CVS

CVS Health

$64.19

-5.73 (-8.20%)

07:41
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CVS Health analyst commentary  »

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  • 22

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USAC

USA Compression

$15.59

-0.02 (-0.13%)

07:41
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07:41
Syndicate
Breaking Syndicate news story on USA Compression »

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STML

Stemline

$11.71

0.16 (1.39%)

07:40
02/21/19
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07:40
Conference/Events
Breaking Conference/Events news story on Stemline »

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  • 21

    Feb

USAT

USA Technologies

$4.10

0.18 (4.59%)

07:39
02/21/19
02/21
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07:39
Hot Stocks
USA Technologies partners with G&J Marketing and Sales »

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ADIL

Adial Pharmaceuticals

$3.38

-0.21 (-5.85%)

07:39
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02/21
07:39
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07:39
Syndicate
Adial Pharmaceuticals 3.7M share Spot Secondary priced at $3.25 »

Maxim acted as lead book…

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DPZ

Domino's Pizza

$278.08

-1.36 (-0.49%)

07:38
02/21/19
02/21
07:38
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07:38
Hot Stocks
Breaking Hot Stocks news story on Domino's Pizza »

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  • 21

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EME

Emcor

$68.82

0.665 (0.98%)

07:37
02/21/19
02/21
07:37
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07:37
Earnings
Emcor reports Q4 EPS $1.38, consensus $1.35 »

Reports Q4 revenue…

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  • 21

    Feb

RGEN

Repligen

$58.99

-0.55 (-0.92%)

07:36
02/21/19
02/21
07:36
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07:36
Earnings
Repligen sees FY19 adj. EPS 81c-86c, consensus 85c »

Sees FY19 revenue…

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  • 21

    Feb

WIX

Wix.com

$111.18

-14.52 (-11.55%)

07:36
02/21/19
02/21
07:36
02/21/19
07:36
Recommendations
Wix.com analyst commentary  »

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  • 25

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ROCK

Gibraltar Industries

$39.11

0.2 (0.51%)

07:36
02/21/19
02/21
07:36
02/21/19
07:36
Earnings
Gibraltar Industries sees FY19 adjusted EPS $2.40-$2.55, consensus $2.40 »

Sees revenue in excess of…

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  • 21

    Feb

  • 28

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DPZ

Domino's Pizza

$278.08

-1.36 (-0.49%)

07:36
02/21/19
02/21
07:36
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07:36
Hot Stocks
Domino's Pizza raises quarterly dividend 18% to 65c per share »

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  • 21

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  • 14

    Mar

RGEN

Repligen

$58.99

-0.55 (-0.92%)

07:35
02/21/19
02/21
07:35
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07:35
Earnings
Repligen reports Q4 adj. EPS 21c, consensus 21c »

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  • 21

    Feb

F

Ford

$8.94

0.115 (1.30%)

, EBAY

eBay

$36.73

-0.32 (-0.86%)

07:35
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Options
Unusual call flow in option market yesterday »

Notable call activity was…

F

Ford

$8.94

0.115 (1.30%)

EBAY

eBay

$36.73

-0.32 (-0.86%)

DWDP

DowDuPont

$56.25

1.65 (3.02%)

HAL

Halliburton

$32.29

0.59 (1.86%)

BHC

Bausch Health

$24.06

-1.11 (-4.41%)

DATA

Tableau

$126.99

0.05 (0.04%)

MLCO

Melco Resorts & Entertainment

$23.40

1.2 (5.41%)

NOG

Northern Oil and Gas

$2.56

0.04 (1.59%)

GOGO

Gogo

$4.26

0.16 (3.90%)

EXP

Eagle Materials

$77.91

1.24 (1.62%)

03/08/13
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  • 21

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07:35
02/21/19
02/21
07:35
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General news
Breaking General news story  »

Atlanta Federal Reserve…

DPZ

Domino's Pizza

$278.08

-1.36 (-0.49%)

07:34
02/21/19
02/21
07:34
02/21/19
07:34
Hot Stocks
Breaking Hot Stocks news story on Domino's Pizza »

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  • 21

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ROCK

Gibraltar Industries

$39.11

0.2 (0.51%)

07:34
02/21/19
02/21
07:34
02/21/19
07:34
Earnings
Gibraltar Industries sees Q1 adjusted EPS 27c-32c, consensus 32c »

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  • 21

    Feb

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ACRGF

Acreage Holdings

$0.00

(0.00%)

07:33
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07:33
Initiation
Acreage Holdings initiated  »

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DPZ

Domino's Pizza

$278.08

-1.36 (-0.49%)

07:33
02/21/19
02/21
07:33
02/21/19
07:33
Hot Stocks
Domino's Pizza affirms 3-5 year outlook »

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  • 21

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    Mar

ATKR

Atkore

$24.17

0.23 (0.96%)

07:33
02/21/19
02/21
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07:33
Initiation
Atkore initiated  »

Atkore initiated with a…

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ROCK

Gibraltar Industries

$39.11

0.2 (0.51%)

07:32
02/21/19
02/21
07:32
02/21/19
07:32
Earnings
Gibraltar Industries reports Q4 adjusted EPS 47c, consensus 40c »

Reports Q4 revenue…

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  • 21

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APHA

Aphria

$10.16

0.47 (4.85%)

07:31
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02/21
07:31
02/21/19
07:31
Initiation
Aphria initiated  »

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