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CMCSA

Comcast

$33.68

-0.62 (-1.81%)

07:35
10/12/18
10/12
07:35
10/12/18
07:35

Comcast reinstated with an Overweight at JPMorgan

JPMorgan analyst Philip Cusick reinstated coverage of Comcast with an Overweight rating and $42 price target following a period of restriction. The analyst says that while the Sky deal may position the company well long term, he doesn't "love it" due to the increased leverage and added complexity versus "what was previously a fairly simple story." However, Sky will account for just 9% of total company EBITDA and it may be too early to tell whether Comcast's foray into Europe will pan out at this point, Cusick tells investors in a research note. The analyst believes Comcast's current valuation is "compelling" given its top-line and EBITDA growth profile relative to mega cap peers.

CMCSA Comcast
$33.68

-0.62 (-1.81%)

10/03/18
STFL
10/03/18
NO CHANGE
Target $155
STFL
Buy
Trade Desk pullback due to misplaced concerns about Amazon, says Stifel
Stifel analyst John Egbert raised his mid- and long-term estimates for Trade Desk (TTD) citing momentum from new advertiser wins and the fact that platform spend and attach rates are benefiting from the recent New Wave product launch. He believes recent weakness in Trade Desk shares may be related to worries over online reports suggesting Amazon (AMZN) has discussed building a proprietary video ad serving product for its own streaming business, but sees these concerns as misplaced, Egbert added. Based on the available information, it seems like Amazon is focusing on video ad server technology, not a connected TV ad buying software tool, which would pit it against Trade Desk partners Comcast's (CMCSA) Freewheel and Google (GOOGL) Ad Manager, not Trade Desk itself, Egbert explains. He maintains a Buy rating on Trade Desk and raised his price target on the stock to $155 from $130.
09/26/18
KEYB
09/26/18
NO CHANGE
Target $43
KEYB
Overweight
Comcast price target raised to $43 from $38 at KeyBanc
KeyBanc analyst Brandon Nispel raised his price target for Comcast ((CMCSA) to $43 from $38 as he sees a positive risk/reward. The analyst expects Comcast's cable business to outperform expectations, which should drive improved sentiment and profitability over the next one to two years. Nispel also believes there is an overhang lifted on the stock following its Sky (SKYAY) auction win. Comcast's management acumen to integrate Sky and the strategic value of the assets are underappreciated by Comcast investors, he contends, reiterating an Overweight rating on the shares.
09/25/18
JEFF
09/25/18
DOWNGRADE
JEFF
Hold
Sky downgraded to Hold from Buy at Jefferies
Jefferies analyst Jerry Dellis downgraded Sky (SKYAY) to Hold and lowered his price target for the shares to 1,728p from 1,750p. The analyst fully expects Comcast's offer to be accepted, allowing the acquisition to close by end-October.
09/24/18
09/24/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Pinnacle Foods (PF) downgraded to Neutral from Overweight at Piper Jaffray with analyst Michael Lavery citing the expectation that the announced deal with ConAgra (CAG) will be approved. 2. Comcast (CMCSA) downgraded to Neutral from Buy at MoffettNathanson and to Perform from Outperform at Oppenheimer. 3. K2M Group (KTWO) downgraded to Sector Perform from Outperform at RBC Capital with analyst Glenn Novarro following its agreement to be acquired by Stryker (SYK). 4. Bloomin' Brands (BLMN) downgraded to Market Perform from Outperform at BMO Capital with analyst Andrew Strelzik saying the sector's comps should start decelerating in Q4 as commodity deflation widens the gap between "food- at-home/food-away-from-home price," adding that the comps at Outback have historically the strongest relationship with changes in commodity prices. 5. Nutanix (NTNX) downgraded to Negative from Neutral at Susquehanna. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

NCLH

Norwegian Cruise Line

$55.71

1.99 (3.70%)

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BSX

Boston Scientific

$40.03

-0.1 (-0.25%)

10:30
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SNPS

Synopsys

$100.68

-2.3 (-2.23%)

10:26
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NWL

Newell Brands

$17.18

0.05 (0.29%)

10:25
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Periodicals
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Conference/Events
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BIIB

Biogen

$323.78

-11.23 (-3.35%)

, ESALY

Eisai

$0.00

(0.00%)

10:25
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Conference/Events
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BIIB

Biogen

$323.78

-11.23 (-3.35%)

ESALY

Eisai

$0.00

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10:25
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Conference/Events
JPMorgan retail analysts to hold an analyst/industry conference call »

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Conference/Events
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Sports & Footwear…

EEM

iShares MSCI Emerging Markets ETF

$42.48

-0.175 (-0.41%)

10:20
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Options
Size three-way spread in iShares Emerging Markets Fund as shares tick lower »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

10:17
02/21/19
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Technical Analysis
NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

10:16
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Technical Analysis
NYSE market internals summary »

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10:15
02/21/19
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10:15
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10:15
General news
U.S. leading index dipped 0.1% to 111.3 in January »

U.S. leading index dipped…

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Breaking General news story  »

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HOME

At Home Group

$23.84

0.01 (0.04%)

, HLIT

Harmonic

$5.51

0.19 (3.57%)

10:11
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Initiation
Fly Intel: Top five analyst initiations »

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HOME

At Home Group

$23.84

0.01 (0.04%)

HLIT

Harmonic

$5.51

0.19 (3.57%)

ATKR

Atkore

$24.08

-0.09 (-0.37%)

BTX

BioTime

$1.24

0.08 (6.90%)

VRCA

Verrica Pharmaceuticals

$10.99

(0.00%)

APHA

Aphria

$10.40

0.24 (2.36%)

KSHB

KushCo Holdings

$0.00

(0.00%)

HEXO

HEXO Corp

$6.11

0.13 (2.17%)

CGC

Canopy Growth

$45.44

-0.74 (-1.60%)

ACB

Aurora Cannabis

$7.18

0.12 (1.70%)

TLRY

Tilray

$80.25

-0.82 (-1.01%)

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GRMN

Garmin

$82.02

-1 (-1.20%)

, BIIB

Biogen

$324.13

-10.88 (-3.25%)

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Downgrade
Fly Intel: Top five analyst downgrades »

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GRMN

Garmin

$82.02

-1 (-1.20%)

BIIB

Biogen

$324.13

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FARO

Faro Technologies

$45.51

1.73 (3.95%)

DHI

D.R. Horton

$39.91

0.04 (0.10%)

LEN

Lennar

$49.12

0.16 (0.33%)

GIS

General Mills

$46.68

-0.26 (-0.55%)

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CAJ

Canon

$29.10

-0.02 (-0.07%)

, SAM

Boston Beer

$302.00

34.05 (12.71%)

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CAJ

Canon

$29.10

-0.02 (-0.07%)

SAM

Boston Beer

$302.00

34.05 (12.71%)

X

U.S. Steel

$24.25

0.25 (1.04%)

FARO

Faro Technologies

$45.51

1.73 (3.95%)

AAN

Aaron's

$54.10

0.46 (0.86%)

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KEM

Kemet

$18.86

-0.57 (-2.93%)

10:10
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Put buyers in Kemet Corp as shares slip »

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10:10
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General news
U.S. existing home sales dropped 1.2% in January to 4.94 M »

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CPRX

Catalyst Pharmaceuticals

$2.80

0.04 (1.45%)

10:08
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On The Fly
Catalyst Pharmaceuticals defends pricing for Firdapse after Sanders slams company »

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10:05
02/21/19
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General news
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10:03
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APYX

Apyx Medical

$8.36

-0.16 (-1.88%)

10:02
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Hot Stocks
Apyx Medical mentioned cautiously in a Seeking Alpha article 

Reference Link

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ICLR

Icon

$140.52

-5.09 (-3.50%)

10:01
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Icon acquires MolecularMD, terms not disclosed »

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EVTC

Evertec

$27.23

-3.42 (-11.16%)

10:00
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Hot Stocks
Evertec falls -10.9% »

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