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T

AT&T

$32.86

0.36 (1.11%)

, CMCSA

Comcast

$35.97

0.02 (0.06%)

17:42
10/21/18
10/21
17:42
10/21/18
17:42

Box Office Battle: 'Halloween' breaks records with scary $77.5M

Comcast (CMCSA) subsidiary Universal's "Halloween" opened to $77.5M from 3,920 theaters, the second-best showing of all time for an R-rated horror pic, the second-best debut ever for the month of October and the biggest-grossing "Halloween" movie of all time. Overseas, the direct sequel to the 1978 classic slasher hit started off with $14.3M from its first 23 markets, for a global bow of $91.80M. The movie earner a B+ CinemaScore and sports 80% Rotten Tomatoes score. BOX OFFICE RUNNERS-UP: AT&T (T) subsidiary Warner Bros' "A Star Is Born" remained at number two, with $19.3M domestically from 3,884 cinemas. Behind it was Sony's (SNE) "Venom," finishing the weekend with $18.1M for a $461M worldwide cume. Another Sony title, "Goosebumps 2: Haunted Halloween" placed number four with an estimated $9.7M in its second outing for a domestic total of $28.8M. Rounding out the top five, Universal's "First Man" grossed $8.6M for a 10-day domestic total of about $30M. Other publicly traded companies in filmmaking include 21st Century Fox's (FOX, FOXA), Viacom (VIAB), Lionsgate's (LGF.A, LGF.B) and Disney's (DIS).

T

AT&T

$32.86

0.36 (1.11%)

CMCSA

Comcast

$35.97

0.02 (0.06%)

CMCSK

Comcast

$0.00

(0.00%)

SNE

Sony

$55.66

-0.38 (-0.68%)

FOX

21st Century Fox

$45.51

0.05 (0.11%)

FOXA

21st Century Fox

$45.76

-0.05 (-0.11%)

LGF.A

Lionsgate

$22.20

(0.00%)

DIS

Disney

$118.81

2.55 (2.19%)

VIAB

Viacom

$33.24

-0.49 (-1.45%)

VIA

Viacom

$36.75

-0.48 (-1.29%)

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T AT&T
$32.86

0.36 (1.11%)

10/18/18
NEED
10/18/18
NO CHANGE
Target $17
NEED
Buy
Adtran price target lowered to $17 at Needham on Q3 revenue slip
Needham analyst Richard Valera nudged his price target on Adtran (ADTN) lower to $17 from $18 and also lowered his FY19 EPS view to 15c from 42c after its Q3 revenues came in "light due to an explainable slip out of shipments to NBN". The analyst also notes the management's more downbeat view of its G.Fast program with AT&T (T), along with a generally more muted outlook for next year. Valera keeps a Buy on Adtran however, stating that although the stock is setting new 52-week lows on a series of disappointments, its valuation multiple of 1.1-times enterprise value to expected 2018 sales is supportive of the rating.
10/05/18
NOMU
10/05/18
DOWNGRADE
Target $31
NOMU
Neutral
Nomura Instinet downgrades CommScope to Neutral with $31 price target
Nomura Instinet analyst Jeffrey Kvaal downgraded CommScope (COMM) to Neutral from Buy and lowered his price target for the shares to $31 from $35. The analyst continues to view CommScope as a long-term beneficiary of both mobile and fiber spending growth. However, he believes that current tailwinds "appear less muscular than hoped." While CommScope and AT&T (T) initially planned to reach 15,000 towers with its FirstNet build by September 2018, that plan has softened to 15,000 by March 2019, Kvaal tells investors in a research note. He expects Q2 to prove the peak of FirstNet spending until mid-2019.
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.
CMCSA Comcast
$35.97

0.02 (0.06%)

10/18/18
10/18/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Alphabet (GOOG, GOOGL) initiated with an Outperform at Wedbush. 2. BJ's Wholesale (BJ) initiated with a Perform at Oppenheimer. 3. Comcast (CMCSA) initiated with an Outperform at Evercore ISI. 4. Thomson Reuters (TRI) reinstated with a Neutral at Goldman Sachs. 5. Atomera (ATOM) initiated with a Buy at Roth Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/12/18
JPMS
10/12/18
INITIATION
Target $42
JPMS
Overweight
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.
10/12/18
10/12/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Comcast (CMCSA) reinstated with an Overweight at JPMorgan. 2. Abeona Therapeutics (ABEO) initiated with a Buy at Mizuho. 3. Foamix (FOMX) initiated with an Overweight at Cantor Fitzgerald. 4. Match Group (MTCH) and IAC (IAC) were initiated with a Buy at Nomura Instinet while Angi Homeservices (ANGI) was initiated with a Neutral at Nomura Instinet. 5. Terex (TEX) initiated with a Neutral at Longbow. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/18/18
EVER
10/18/18
INITIATION
Target $44
EVER
Outperform
Comcast initiated with an Outperform at Evercore ISI
Evercore ISI analyst Vijay Jayant resumed coverage on Comcast with an Outperform and $44 saying the Sky transaction diversifies the company's business internationally, with free cash flow share accretion in 2019E.
CMCSK Comcast
$0.00

(0.00%)

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.
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.
07/13/18
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.
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.
SNE Sony
$55.66

-0.38 (-0.68%)

10/19/18
PIPR
10/19/18
NO CHANGE
PIPR
September NPD video game software sales dropped 8%, says Piper Jaffray
Overall September NPD video game software sales were down 8% year-over-year despite launches of strong franchises, Piper Jaffray analyst Michael Olson tells investors in a research note. The top title for Sept. was Sony's (SNE) Spiderman followed by Take-Two's (TTWO) NBA 2K19, Ubisoft's Assassin's Creed and Electronic Arts' (EA) FIFA 19, the analyst points out. Olson views the Sept. NPD data as less relevant for Activision Blizzard (ATVI) given his expectation for greater than 75% of its revenue coming from digital sources. He maintains Overweight ratings on Activision, Electronic Arts and Take-Two.
05/07/18
UBSW
05/07/18
DOWNGRADE
UBSW
Neutral
Sony downgraded to Neutral from Buy at UBS
06/20/18
PIPR
06/20/18
NO CHANGE
PIPR
May NPD video game software sales rose 15%, says Piper Jaffray
May NPD video game software sales were up 15% year-over-year, driven by Sony (SNE) and Nintendo (NTDOY) launches of first-party titles, Piper Jaffray analyst Michael Olson tells investors in a research note. The analyst views May NPD data as less relevant for publishers since there were no major launches from Activision Blizzard (ATVI), Electronic Arts (EA) or Take-Two (TTWO). He maintains Overweight ratings on all three names.
09/10/18
FBCO
09/10/18
UPGRADE
FBCO
Outperform
Sony upgraded to Outperform from Neutral at Credit Suisse
FOX 21st Century Fox
$45.51

0.05 (0.11%)

10/15/18
MSCO
10/15/18
NO CHANGE
Target $135
MSCO
Overweight
Disney shares appear 'compelling' at current levels, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne believes Disney (DIS) shares appear "compelling" at a current valuation of under 13x "core" FY20 pro forma EPS given the company's opportunity to maximize the potential of the acquired Fox (FOXA) assets and scale a direct-to-consumer business. He attributes investor reluctance to own Disney shares to uncertainty about its ability to simultaneously execute on a large acquisition, launch a global direct-to-consumer business and grow, but Swinburne sees this "complexity discount" as an opportunity, he tells investors. He maintains an Overweight rating on Disney shares with a $135 price target.
08/09/18
08/09/18
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. GOLDMAN CUTS SEAGATE TO SELL: Goldman Sachs analyst Mark Delaney downgraded Seagate Technology (STX) to Sell from Neutral and lowered his price target for the shares to $44 from $50, representing 20% downside from current levels. While Seagate has improved its product offerings in the last few years, hard disk drives remain a cyclical industry, and one "facing secular challenges in many parts of the market," Delaney said. He believes Seagate's fundamentals will peak in the second half of 2018 and decline in 2019. RBC CUTS FOX TO SECTOR PERFORM ON VALUATION: RBC Capital analyst Steven Cahall downgraded 21st Century Fox (FOXA) to Sector Perform from Outperform, but raised his price target to $49 from $45. The analyst noted that the stock is now trading near its M&A price and that he does not see any competitive bids emerging. Cahall adds that while the company is "undervalued", he awaits the separation to re-evaluate his stance. MORGAN STANLEY DOWNGRADES SEMI INDUSTRY: Morgan Stanley analyst Joseph Moore said he has become less constructive on semiconductor stocks through the year and he now believes elevated inventory levels and stretched lead times leave "no margin for error." Given his view that any lead time adjustment or demand slowdown could drive a "meaningful correction," Moore has downgraded his semiconductor industry view to Cautious from In-Line. He favors connector companies, like Amphenol (APH) and TE Connectivity (TEL) over analog/MCU at this point in the cycle, due to lower risk around lead time issues, Moore said. He also has a "strong preference" for high margin and more defensive models, such as Analog Devices (ADI) over lower margin and commodity exposed ones, like Cypress Semiconductor (CY) and ON Semiconductor (ON), he said. Despite his more cautious view on the space, Moore kept Overweight ratings on Nvidia (NVDA), Xilinx (XLNX) and Ambarella (AMBA), citing his view that they should benefit from secular growth in the area of AI, data center, and autonomous. SOUTHERN COMPANY GETS MULTIPLE DOWNGRADES AFTER Q2 REPORT: Barclays analyst Eric Beaumont downgraded Southern Company (SO) to Equal Weight and lowered his price target for the shares to $48 from $51. Credit Suisse analyst Michael Weinstein downgraded Southern Company to Underperform from Neutral and lowered his price target on the shares to $43 from $46. Guggenheim analyst Shahriar Pourreza downgraded Southern Company to Neutral from Buy and lowered his price target on the stock to $47 from $50. Evercore ISI analyst Greg Gordon downgraded Southern Company to Underperform from In Line and lowered his price target on Southern shares to $46 from $46.75.
10/15/18
MSCO
10/15/18
INITIATION
Target $53
MSCO
Overweight
21st Century Fox resumed with an Overweight at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne resumed coverage of 21st Century Fox (FOXA) with an Overweight rating and $53 price target, based on his valuation of $12 per share for "New Fox" and roughly $41 per share for "RemainCo." Swinburne said he expects New Fox's cable networks to deliver 7-8% annualized distribution fee growth through FY22, which he notes is higher growth than he projects for the U.S. TV assets it is selling to Disney (DIS). He projects roughly $2.1B of annual free cash flow generated on average for FY20-FY22, ramping up to nearly $2.5B in FY23, which he sees being used for dividends, buybacks and likely more M&A.
FOXA 21st Century Fox
$45.76

-0.05 (-0.11%)

10/19/18
IMPC
10/19/18
NO CHANGE
Target $32
IMPC
Outperform
MSG Networks price target raised to $32 from $29 at Imperial Capital
Imperial Capital analyst David Miller raised his price target for MSG Networks (MSGN) to $32 saying the market is "finally paying attention" to the company's de-leveraging campaign. The shares "could breakout even further" due to the potential of a new "valuation mark" set by the sale of the 21st Century Fox (FOXA) Regional Sports Networks, and specifically a sale of the YES Network to Yankee Global Enterprises, Miller tells investors in a research note. The analyst keeps an Outperform rating on MSG Networks.
10/19/18
LEHM
10/19/18
INITIATION
Target $50
LEHM
Overweight
21st Century Fox reinstated with an Overweight at Barclays
Barclays analyst Kannan Venkateshwar reinstates coverage of 21st Century Fox with an Overweight rating and $50 price target. After shedding assets, the new Fox in some ways will re-emerge stronger and more focused, Venkateshwar tells investors in a research note. The analyst values New Fox at $12 per share.
LGF.A Lionsgate
$22.20

(0.00%)

08/17/18
BRRR
08/17/18
NO CHANGE
Target $27
BRRR
Outperform
Lionsgate price target lowered to $27 from $34 at Barrington
Barrington analyst James Goss lowered his price target on Lionsgate to $27, updating his model to blend the more volatile growth-oriented traditional operations with its more steady Starz business. The analyst also keeps his Outperform rating, stating that the company relies less on the big-budget films like Hunger Games for sales growth but rather takes less risk with its current production decisions.
07/18/18
RHCO
07/18/18
UPGRADE
RHCO
Buy
Lionsgate upgraded to Buy from Hold at SunTrust
06/13/18
ARGS
06/13/18
NO CHANGE
Target $31
ARGS
Buy
Lionsgate price target lowered to $31 from $38 at Argus
Argus analyst Joseph Bonner lowered his price target on Lionsgate to $31, reflecting the management's flat earnings growth expectations in FY19 due to increased programming investments. The analyst is also lowering his FY19 EPS view to $1.30 from $1.42, while initiating FY20 EPS outlook of $1.40. Longer term, Bonner keeps his Buy rating on Lionsgate as the company ramps up its production in both the Motion Picture and Television segments and also points to its valuation of 1.9-times enterprise value to sales being 24% below peer average.
08/24/18
08/24/18
NO CHANGE

Barrington says litigation settlement removes Starz overhang for Lionsgate
Barrington analyst James Goss noted that a 25M share consortium of Starz investors contested the valuation Lionsgate paid in its December 2016 acquisition of Starz via seven class action complaints. Lionsgate has settled the litigation for $92.5M, a significant portion of which is expected to be covered by insurance. Goss reaffirmed an Outperform rating and $34 price target on Lionsgate, saying the settlement removes a significant uncertainty overhang on Lionsgate equity. The removal of this distraction will be a long-term positive, despite the incremental settlement value, Goss said.
DIS Disney
$118.81

2.55 (2.19%)

10/19/18
LEHM
10/19/18
UPGRADE
Target $130
LEHM
Overweight
Disney upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Kannan Venkateshwar upgraded Disney to Overweight from Equal Weight and raised his price target for the shares to $130 from $105.
10/19/18
LEHM
10/19/18
UPGRADE
Target $130
LEHM
Overweight
Barclays sees Disney becoming 'core holding' again, upgrades to Overweight
Barclays analyst Kannan Venkateshwar upgraded Disney to Overweight from Equal Weight and raised his price target for the shares to $130 from $105. The shares closed yesterday down 91c to $116.18. The stock is likely to become a "core holding" again, Venkateshwar tells investors in a research note partially titled "The Force Awakens." While almost everything about Disney's over-the-top story is conjecture and success is not a given, the company has the "key mix of assets to be successful and the opportunity from this pivot could be substantial," contends the analyst. He believes Disney's investor day could prove to be a catalyst to frame the scale of the OTT opportunity and help the company build a credible terminal value "story"' around the stock. And the analyst thinks current media multiples are more about terminal value optionality than near-term core trends. "In this respect, there are a few other names with a credible terminal value story other than Disney," writes Venkateshwar.
10/19/18
10/19/18
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. Disney (DIS) upgraded to Overweight from Equal Weight at Barclays with analyst Kannan Venkateshwar saying the stock is likely to become a "core holding" again. 2. Dentsply Sirona (XRAY) double upgraded to Buy from Sell at Goldman Sachs with analyst Nathan Rich saying he now believes consensus estimates are achievable and that Dentsply's valuation is attractive relative to Medtech peers. 3. PayPal (PYPL) upgraded to Buy from Neutral at BTIG with analyst Mark Palmer saying the company's Venmo monetization progress was the deciding factor in his rating change. 4. Roku (ROKU) upgraded to Outperform from Sector Perform at RBC Capital with analyst Mark Mahaney saying the company's valuation has become more attractive following a 25% pullback in its stock price but believes Roku offers the "best opportunity for upwards estimates revisions." 5. O'Reilly Automotive (ORLY) upgraded to Overweight from Neutral at JPMorgan with analyst Christopher Horvers saying he sees "strong" fundamentals with "structurally positive industry factors." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
VIAB Viacom
$33.24

-0.49 (-1.45%)

09/26/18
RILY
09/26/18
UPGRADE
Target $39
RILY
Buy
Viacom upgraded to Buy from Neutral at B. Riley FBR
B.Riley/FBR analyst Barton Crockett upgraded Viacom (VIAB) to Buy with a $39 price target. The analyst also keeps a Buy rating on CBS (CBS) and raised his price target for the shares to $63 from $61.
09/26/18
09/26/18
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. Viacom (VIAB) upgraded to Buy from Neutral at B. Riley FBR. 2. GoPro (GPRO) upgraded to Outperform from Perform at Oppenheimer with analyst Andrew Uerkwitz saying he believes the company has done everything it can to position itself for success. 3. STMicroelectronics (STM) upgraded to Buy from Hold at Deutsche Bank with analyst Johannes Schaller saying the stock has "suffered too much," setting up for an attractive risk/reward profile at current levels. 4. IBM (IBM) upgraded to Buy from Neutral at UBS with analyst John Roy saying the market is pricing in a 2% revenue decline, which IBM can beat. 5. Cheniere Energy (LNG) upgraded to Overweight from Equal Weight at Morgan Stanley and to Outperform from Market Perform at Cowen. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/15/18
MSCO
10/15/18
INITIATION
Target $65
MSCO
Equal Weight
CBS resumed with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne resumed coverage of CBS (CBS) with an Equal Weight rating and $65 price target, stating that he believes continued speculation around a Viacom (VIAB) transaction will prevent shares from reflecting the company's potential strategic value. However, he continues to believe that its assets, strategy and execution have "differentiated it from the pack," Swinburne tells investors. He also resumed coverage of Viacom with an Equal Weight rating.
10/15/18
MSCO
10/15/18
INITIATION
Target $34
MSCO
Equal Weight
Viacom resumed with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne resumed coverage of Viacom (VIAB) with an Equal Weight rating and $34 price target, stating that while he is encouraged by new management's revamped strategy and recent personnel decisions, the dual overhangs of upcoming distributor renewals and CBS (CBS) merger speculation may keep the stock range-bound. Swinburne added that he does not expect Viacom to look to sell Paramount, and to his knowledge the company has not indicated it would do so, but he believes the film studio is a "true hidden asset."
VIA Viacom
$36.75

-0.48 (-1.29%)

TODAY'S FREE FLY STORIES

SHOP

Shopify

$201.50

-4.35 (-2.11%)

12:35
03/19/19
03/19
12:35
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12:35
Options
Shopify put volume heavy and directionally bearish »

Bearish flow noted in…

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03/06/13
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IBKC

Iberiabank

$76.60

-1.23 (-1.58%)

12:32
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12:32
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12:32
Hot Stocks
Iberiabank board of directors raises quarterly dividend 5% to 43c per share »

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NTDOY

Nintendo

$0.00

(0.00%)

, MSFT

Microsoft

$117.78

0.18 (0.15%)

12:26
03/19/19
03/19
12:26
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12:26
On The Fly
Game On: An exclusive talk with The Voxel Agents' Simon Joslin »

'GARDENS BETWEEN': In an…

NTDOY

Nintendo

$0.00

(0.00%)

MSFT

Microsoft

$117.78

0.18 (0.15%)

SNE

Sony

$46.20

0.105 (0.23%)

FB

Facebook

$163.32

2.86 (1.78%)

TCEHY

Tencent

$0.00

(0.00%)

ATVI

Activision Blizzard

$46.95

1.98 (4.40%)

TTWO

Take-Two

$96.16

2.4 (2.56%)

EA

Electronic Arts

$98.79

-0.9 (-0.90%)

UBSFY

Ubisoft

$0.00

(0.00%)

CCOEY

Capcom

$0.00

(0.00%)

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

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PBR

Petrobras

$17.49

0.38 (2.22%)

12:25
03/19/19
03/19
12:25
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12:25
Options
Petrobras call volume above normal and directionally bullish »

Bullish option flow…

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

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GOOG

Alphabet

$1,194.39

10.73 (0.91%)

, GOOGL

Alphabet Class A

$1,198.03

9.94 (0.84%)

12:21
03/19/19
03/19
12:21
03/19/19
12:21
Periodicals
'Cheaper' Google Pixel may be coming, Mashable says »

Citing prior reports…

GOOG

Alphabet

$1,194.39

10.73 (0.91%)

GOOGL

Alphabet Class A

$1,198.03

9.94 (0.84%)

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CPRX

Catalyst Pharmaceuticals

$3.40

0.31 (10.03%)

12:21
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Catalyst Pharmaceuticals analyst commentary  »

Catalyst comments point…

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NVDA

Nvidia

$175.42

6.51 (3.85%)

12:20
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12:20
Hot Stocks
Nvidia up 4% as executives present at investor day meeting »

Nvidia said during the…

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  • 19

    Mar

BRQS

Borqs Technologies

$4.22

(0.00%)

12:20
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12:20
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12:20
Hot Stocks
Breaking Hot Stocks news story on Borqs Technologies »

Borqs Technologies Inc…

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
03/19/19
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12:17
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12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
03/19/19
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12:16
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12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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BRQS

Borqs Technologies

$4.22

(0.00%)

12:15
03/19/19
03/19
12:15
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12:15
Hot Stocks
Breaking Hot Stocks news story on Borqs Technologies »

Borqs Technologies Inc…

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12:15
03/19/19
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General news
The CNBC Fed survey »

The CNBC Fed survey has…

RCII

Rent-A-Center

$19.91

-1.29 (-6.08%)

12:10
03/19/19
03/19
12:10
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12:10
Options
Closing call spread in Rent A Center as shares drop almost 5% »

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  • 16

    Apr

AAPL

Apple

$187.73

-0.3 (-0.16%)

, DIS

Disney

$113.45

0.38 (0.34%)

12:09
03/19/19
03/19
12:09
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12:09
On The Fly
Fly Intel: Wall Street's top stories at midday »

The S&P is rising…

AAPL

Apple

$187.73

-0.3 (-0.16%)

DIS

Disney

$113.45

0.38 (0.34%)

FOX

21st Century Fox

$39.38

-1.47 (-3.60%)

FOXA

21st Century Fox

$40.18

-1.52 (-3.65%)

TFCF

21st Century Fox

$51.25

(0.00%)

EOLS

Evolus

$27.25

3.45 (14.50%)

CPRX

Catalyst Pharmaceuticals

$3.39

0.3 (9.71%)

MIK

Michaels

$13.49

1.7 (14.42%)

DSW

DSW

$21.91

-3.39 (-13.40%)

TACO

Del Taco

$9.81

-0.79 (-7.45%)

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  • 19

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    Apr

DSW

DSW

$22.01

-3.29 (-13.00%)

, DBI

Designer Brands

$0.00

(0.00%)

12:04
03/19/19
03/19
12:04
03/19/19
12:04
Hot Stocks
DSW announces 3-year strategic priorities, changes name to Designer Brands »

DSW presented the…

DSW

DSW

$22.01

-3.29 (-13.00%)

DBI

Designer Brands

$0.00

(0.00%)

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  • 19

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MGM

MGM Resorts

$26.89

0.64 (2.44%)

12:04
03/19/19
03/19
12:04
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12:04
Hot Stocks
MGM Resorts, Major League Soccer announce multi-year gaming partnership »

MGM Resorts International…

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ON

ON Semiconductor

$21.99

0.08 (0.37%)

, NVDA

Nvidia

$175.55

6.64 (3.93%)

12:01
03/19/19
03/19
12:01
03/19/19
12:01
Hot Stocks
ON Semiconductor collaborates with Nvidia on cloud-based AV simulation »

ON Semiconductor (ON)…

ON

ON Semiconductor

$21.99

0.08 (0.37%)

NVDA

Nvidia

$175.55

6.64 (3.93%)

03/08/13
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  • 19

    Mar

GRUB

GrubHub

$72.12

-4.91 (-6.37%)

12:00
03/19/19
03/19
12:00
03/19/19
12:00
Hot Stocks
GrubHub falls -6.4% »

GrubHub is down -6.4%, or…

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  • 25

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DSW

DSW

$22.06

-3.24 (-12.81%)

12:00
03/19/19
03/19
12:00
03/19/19
12:00
Hot Stocks
DSW falls -13.0% »

DSW is down -13.0%, or…

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  • 19

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ORN

Orion Group

$3.66

-0.57 (-13.48%)

12:00
03/19/19
03/19
12:00
03/19/19
12:00
Hot Stocks
Orion Group falls -13.7% »

Orion Group is down…

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  • 26

    Mar

SBGL

Sibanye Gold

$4.51

0.405 (9.88%)

12:00
03/19/19
03/19
12:00
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12:00
Hot Stocks
Sibanye Gold rises 9.9% »

Sibanye Gold is up 9.9%,…

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NVAX

Novavax

$0.52

-0.0072 (-1.37%)

12:00
03/19/19
03/19
12:00
03/19/19
12:00
Recommendations
Novavax analyst commentary  »

H.C. Wainwright sees…

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  • 19

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FOE

Ferro

$20.79

1.91 (10.12%)

12:00
03/19/19
03/19
12:00
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12:00
Hot Stocks
Ferro rises 10.1% »

Ferro is up 10.1%, or…

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JCI

Johnson Controls

$36.51

0.08 (0.22%)

12:00
03/19/19
03/19
12:00
03/19/19
12:00
Options
Call writer rolls largest open position in Johnson Controls »

Call writer rolls largest…

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CHAP

Chaparral Energy

$5.10

0.62 (13.84%)

12:00
03/19/19
03/19
12:00
03/19/19
12:00
Hot Stocks
Chaparral Energy rises 13.6% »

Chaparral Energy is up…

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