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NYT

New York Times

$26.40

-1.6 (-5.71%)

12:35
11/06/18
11/06
12:35
11/06/18
12:35

New York Times put volume heavy and directionally bearish

Bearish flow noted in New York Times with 1,199 puts trading, or 2.0x expected. Most active are Jan-19 24 puts and Apr-19 21 puts, with total volume in those strikes near 940 contracts. The Put/Call Ratio is 9.08, while ATM IV is up nearly 2 points on the day. Earnings are expected on February 7th.

NYT New York Times
$26.40

-1.6 (-5.71%)

11/01/18
JPMS
11/01/18
NO CHANGE
JPMS
Overweight
JPMorgan 'extremely encouraged' by New York Times results
JPMorgan analyst Alexia Quadrani notes that New York Times reported Q3 earnings with revenue, adjusted operating profit, and EPS all ahead of consensus and her estimates. Most notably, the analyst pointed out that digital subscriber net adds in the quarter were 203k compared to her 130k estimate, with the core news product adding 143k and digital other adding 60k. The 143k net adds for news compares to 68k in Q2, and is the best quarter for the company since the Trump bump driven Q1 of 2017, Quadrani contended. Overall, the analyst is "extremely encouraged" by these results and sees momentum continuing on digital subscriber additions helped by the current elevated news cycle and the midterm elections. Quadrani has an Outperform rating on the shares.
11/06/18
LEHM
11/06/18
DOWNGRADE
Target $18
LEHM
Underweight
New York Times downgraded to Underweight from Equal Weight at Barclays
Barclays analyst Kannan Venkateshwar downgraded New York Times to Underweight and lowered his price target for the shares to $18 from $20.
11/06/18
LEHM
11/06/18
DOWNGRADE
Target $18
LEHM
Underweight
Barclays downgrades New York Times to Underweight on valuation
Barclays analyst Kannan Venkateshwar downgraded New York Times (NYT) to Underweight from Equal Weight and lowered his price target for the shares to $18 from $20. The stock is up 50% this year, right between Amazon's (AMZN) 40% rally and Netflix's (NFLX) 64%, Venkateshwar tells investors in a research note. New York Times investors appear to have transitioned to a valuation framework based on digital net adds rather than earnings, says the analyst. However, he believes this valuation transition "is too premature and could force suboptimal choices on management." Venkateshwar says the valuation is "ahead of the story."
11/06/18
11/06/18
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. Hormel Foods (HRL) downgraded to Sell on valuation, cautious outlook at Vertical Group with analyst Heather Jones citing valuation. 2. Valvoline (VVV) downgraded to Underperform from Buy at BofA/Merrill with analyst Olivia Tong citing the Q4 miss and guidance. 3. Gladstone Capital (GLAD) downgraded to Sell from Neutral at National Securities with the firm citing the $50M Notes offering and portfolio company bankruptcy. 4. Western Union (WU) downgraded to Market Perform from Outperform at Wells Fargo with analyst Timothy Willi saying he views the company's Q3 results as "mixed" and says he struggles to see the catalyst for acceleration in the fundamentals that will move the shares higher. 5. New York Times (NYT) downgraded to Underweight from Equal Weight at Barclays with analyst Kannan Venkateshwar citing valuation. 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

TTD

Trade Desk

$150.18

0.07 (0.05%)

09:25
02/22/19
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VZ

Verizon

$56.14

0.35 (0.63%)

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GBT

Global Blood Therapeutics

$50.04

-0.45 (-0.89%)

09:25
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Global Blood Therapeutics participates in a conference call with JPMorgan »

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Conference/Events
UBS services analyst to hold an analyst/industry conference call »

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EXPGY

Experian

$0.00

(0.00%)

, EFX

Equifax

$110.51

2.61 (2.42%)

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Conference/Events
House Financial Services Committee to hold a hearing »

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EXPGY

Experian

$0.00

(0.00%)

EFX

Equifax

$110.51

2.61 (2.42%)

TRU

TransUnion

$63.16

0.2 (0.32%)

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  • 26

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QTS

QTS Realty Trust

$43.52

-0.78 (-1.76%)

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QTS Realty Trust raises quarterly dividend to 44c from 41c per share »

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  • 25

    Feb

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DDAIF

Daimler AG

$0.00

(0.00%)

, PCAR

Paccar

$69.18

0.17 (0.25%)

09:20
02/22/19
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Hot Stocks
EU commercial vehicle registrations up 6.2% in January »

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DDAIF

Daimler AG

$0.00

(0.00%)

PCAR

Paccar

$69.18

0.17 (0.25%)

CNHI

CNH Industrial

$10.67

0.04 (0.38%)

NAV

Navistar

$37.95

0.3697 (0.98%)

CMI

Cummins

$154.05

-0.18 (-0.12%)

ALSN

Allison Transmission

$49.66

0.07 (0.14%)

03/08/13
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  • 26

    Feb

ANIK

Anika Therapeutics

$40.45

0.45 (1.13%)

09:18
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Recommendations
Anika Therapeutics analyst commentary  »

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PDCE

PDC Energy

$38.74

-0.51 (-1.30%)

09:18
02/22/19
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Hot Stocks
PDC Energy issues statement on Kimmeridge 13D filing »

PDC Energy issued the…

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  • 28

    Feb

SPX

S&P 500

$0.00

(0.00%)

09:18
02/22/19
02/22
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09:18
Options
Overnight activity included 196 trades in SPX »

196 trades were executed…

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OLED

Universal Display

$118.31

-0.57 (-0.48%)

09:17
02/22/19
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09:17
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Universal Display analyst commentary  »

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CAT

Caterpillar

$138.85

-1.44 (-1.03%)

, XRX

Xerox

$31.34

0.47 (1.52%)

09:16
02/22/19
02/22
09:16
02/22/19
09:16
Periodicals
EU may retaliate against Caterpillar, Xerox 'if Trump hits cars,' Bloomberg says »

According to a report out…

CAT

Caterpillar

$138.85

-1.44 (-1.03%)

XRX

Xerox

$31.34

0.47 (1.52%)

03/08/13
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POOL

Pool Corp.

$155.31

2.75 (1.80%)

09:15
02/22/19
02/22
09:15
02/22/19
09:15
Upgrade
Pool Corp. rating change  »

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  • 26

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XLNX

Xilinx

$119.20

-0.83 (-0.69%)

09:14
02/22/19
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  • 25

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FSLR

First Solar

$51.91

0.23 (0.45%)

09:13
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DLPH

Delphi Technologies

$21.70

3.44 (18.84%)

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FLR

Fluor

$37.81

0.15 (0.40%)

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09:10
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General news
Fedspeak highlights with several policymakers at a monetary policy forum toda »

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PAAS

Pan American Silver

$14.17

-0.51 (-3.47%)

, TAHO

Tahoe Resources

$3.67

-0.12 (-3.17%)

09:09
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Hot Stocks
Pan American Silver completes acquisition of Tahoe Resources »

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PAAS

Pan American Silver

$14.17

-0.51 (-3.47%)

TAHO

Tahoe Resources

$3.67

-0.12 (-3.17%)

03/08/13
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  • 24

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KHC

Kraft Heinz

$48.19

-0.05 (-0.10%)

, STMP

Stamps.com

$198.08

-4.03 (-1.99%)

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Hot Stocks
Fly Intel: Pre-market Movers »

HIGHER: Newmont Mining…

KHC

Kraft Heinz

$48.19

-0.05 (-0.10%)

STMP

Stamps.com

$198.08

-4.03 (-1.99%)

NEM

Newmont Mining

$35.39

0.02 (0.06%)

GOLD

Barrick Gold

$13.31

-0.46 (-3.34%)

ACHV

Achieve Life Sciences

$1.80

0.195 (12.15%)

INTC

Intel

$51.40

-0.01 (-0.02%)

W

Wayfair

$117.14

-0.87 (-0.74%)

TTD

Trade Desk

$150.18

0.07 (0.05%)

AN

AutoNation

$38.37

-0.76 (-1.94%)

FIT

Fitbit

$6.62

-0.03 (-0.45%)

LRCX

Lam Research

$178.83

-3.28 (-1.80%)

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DSX

Diana Shipping

$3.03

0.03 (1.00%)

09:08
02/22/19
02/22
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Hot Stocks
Diana Shipping announces time charter contract with Koch for m/v Houston »

Diana Shipping announced…

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DLPH

Delphi Technologies

$21.70

3.44 (18.84%)

09:07
02/22/19
02/22
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09:07
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Delphi Technologies analyst commentary  »

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VKTX

Viking Therapeutics

$8.62

-0.15 (-1.71%)

09:05
02/22/19
02/22
09:05
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09:05
Initiation
Viking Therapeutics initiated  »

Viking Therapeutics…

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MU

Micron

$41.52

-0.7 (-1.66%)

09:05
02/22/19
02/22
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09:05
Periodicals
U.S China trade negotators seek resolution of Micron-Fujian Jinhua spat, FT says »

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