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NLSN

Nielsen

$26.54

0.11 (0.42%)

, CMCSA

Comcast

$37.72

-0.3 (-0.79%)

08:02
11/14/18
11/14
08:02
11/14/18
08:02

Nielsen to measure digital audiences of Comcast's Xfinity TV

Nielsen (NLSN) and Comcast (CMCSA) are expanding their relationship to include digital measurement of Comcast's Xfinity Stream app and web portal. Through this agreement, Xfinity TV audiences watching programming on computers and mobile devices will be included in aggregate in Nielsen Digital in TV Ratings and Digital Content Ratings. Cable television viewership across Xfinity TV set-top boxes including the X1 platform is currently included in Nielsen's National and Local ratings. Digital in TV Ratings measurement of the Xfinity Stream app and web portal will bring computer and mobile viewing of Xfinity into linear currency as well.

NLSN

Nielsen

$26.54

0.11 (0.42%)

CMCSA

Comcast

$37.72

-0.3 (-0.79%)

NLSN Nielsen
$26.54

0.11 (0.42%)

08/29/18
PIPR
08/29/18
NO CHANGE
PIPR
Piper calls IHS Markit, S&P Global top picks in Information Services
Piper Jaffray analyst Peter Appert calls IHS Markit (IHS) and S&P Global (SPGI) his top picks in the Information Services sector. Dun & Bradstreet's (DNB) pending sale to a private equity group and Nielsen's (NLSN) strategic review refocuses investor attention on M&A activity in the sector, Appert tells investors in a research note. He says that while "rich" transaction values provide an "intriguing valuation backstop for the group," he continues to focus on operating fundamentals as the key driver of stock performance.
08/23/18
08/23/18
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. ROSENBLATT BOOSTS AMD PRICE TARGET TO STREET HIGH: Rosenblatt analyst Hans Mosesmann raised his price target for AMD (AMD) shares to $30 from $27. Mosesmann's new price target represents the high among Wall Street sell-side analysts. Following the meetings, Mosesmann has renewed conviction in AMD's multi-year double digit growth profile. Further, he's impressed by the analysis investors are doing in the name after years of disregard. AMD is up 4.1% in late morning trading. CANTOR CUTS AETNA TO NEUTRAL: Cantor Fitzgerald analyst Steven Halper downgraded Aetna (AET) to Neutral from Overweight with a price target of $202. The stock now trades at just a 4.6% discount to the implied CVS Health (CVS) acquisition value of about $207 per share, Halper said. He believes the narrowed deal spread reflects an increased likelihood of regulatory approval. Halper cites limited potential upside for his downgrade of Aetna to Neutral. NIELSEN UPGRADED TO NEUTRAL AT GOLDMAN: Goldman Sachs analyst George Tong upgraded Nielsen Holdings (NLSN) to Neutral and raised his price target for the shares to $25 from $20. With activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, Tong sees increased likelihood of Nielsen being involved in a transaction. His upgrade to Neutral and price target increase come after the analyst incorporated a potential takeover into his model. Nielsen is up 3.3% in late morning trading. IMPERIAL SEES SUBSCRIBER UPSIDE FOR NETFLIX: Imperial Capital analyst David Miller believes Netflix's (NFLX) experiment with ending billing through Apple's (AAPL) app store in 33 countries outside the U.S. likely implies upside to its Q3 international subscriber guidance. The analyst said he has a tough time believing that Netflix would "experiment" with billing infrastructure mid-quarter if it did not believe that its international subscriber levels were trending ahead of guidance. As such, Miller raised his Q3 international subscriber estimate to 4.46M from 4.35M. He kept an Outperform rating on Netflix with a $494 price target. TARGET GETS UPGRADE AND DOWNGRADE: Target (TGT) was upgraded to Outperform from Market Perform at Telsey Advisory, and downgraded to Peer Perform from Outperform at Wolfe Research.
08/23/18
08/23/18
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. Target (TGT) upgraded to Outperform from Market Perform at Telsey Advisory. 2. Deckers Brands (DECK) upgraded to Neutral from Negative at Susquehanna with analyst Sam Poser saying wholesale accounts are more positive than just a few months ago following checks with both large and small retailers. 3. Nielsen (NLSN) upgraded to Neutral from Sell at Goldman Sachs with analyst George Tong saying with activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, he sees increased likelihood of Nielsen being involved in a transaction. 4. Finisar (FNSR) upgraded to Overweight from Neutral at Piper Jaffray with analyst Troy Jensen saying China demand is returning via Huawei and ZTE (ZTCOY), Finisar is facing easy comps following five quarters of depressed demand and the upcoming 400G cycle should provide a tailwind in 2019. 5. Coca-Cola Amatil (CCLAY) upgraded to Equal Weight from Underweight at Morgan Stanley. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/23/18
GSCO
08/23/18
UPGRADE
Target $25
GSCO
Neutral
Nielsen upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst George Tong upgraded Nielsen Holdings to Neutral and raised his price target for the shares to $25 from $20. With activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, Tong sees increased likelihood of Nielsen being involved in a transaction. His upgrade to Neutral and price target increase come after the analyst incorporated a potential takeover into his model.
CMCSA Comcast
$37.72

-0.3 (-0.79%)

11/13/18
LEHM
11/13/18
INITIATION
Target $44
LEHM
Overweight
Comcast reinstated with an Overweight at Barclays
Barclays analyst Kannan Venkateshwar reinstated coverage of Comcast with an Overweight rating and $44 price target. Negativity around the Sky deal seems overstated, Venkateshwar tells investors in a research note. There is "little doubt" that Comcast overpaid for Sky using any conventional valuation metric, says the analyst. However, he also believes looking at transaction multiples "essentially assumes a static strategic state for the combination, which is unlikely." The analyst thinks Comcast's guidance on synergies is likely to prove conservative.
11/08/18
11/08/18
INITIATION

On The Fly: Top analyst initiations
Catch up on today's top analyst initiations with this list compiled by The Fly: 1. Stanley Black & Decker (SWK) initiated with a Hold at Deutsche Bank. 2. Comcast (CMCSA) resumed with an Overweight at Morgan Stanley while Amarin (AMRN) and Immunomedics (IMMU) were assumed with a Buy at the firm. 3. Broadcom (AVGO) resumed with a Buy at Deutsche Bank and reinstated with an Overweight at JPMorgan. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
11/08/18
MSCO
11/08/18
INITIATION
Target $46
MSCO
Overweight
Comcast resumed with an Overweight at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne resumed coverage of Comcast (CMCSA) with an Overweight rating and $46 price target, stating that while the burden of proof is on the company to successfully execute its Sky (SKYAY) acquisition, the stock's multiple has compressed even though his expectation for Comcast's consolidated growth outlook has not materially changed. In the near-term, Sky will be accretive to that growth rate, Swinburne added. He also said that Comcast "remains first and foremost a US cable business," and he sees broadband as a secular growth driver with a long-term runway.
10/30/18
MSCO
10/30/18
NO CHANGE
Target $95
MSCO
Overweight
WWE shares 'on sale' after pullback, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne noted that WWE (WWE) shares are down by over 30% this month, which he sees as a "rare opportunity" to buy shares of a company that he sees having both highly visible earnings growth and growing intellectual property value. He attributes the rapid selloff primarily to a broader market rotation out of risk assets due to rising interest rates and concerns over achieving long-term growth, but he thinks this "does not make sense" given that WWE's EBITDA opportunity "is not a decade away, but rather a year away," Swinburne tells investors. Two contracts underwritten by Comcast (CMCSA) and Fox (FOXA) drive the bulk of its earnings growth and its financial outlook has no immediate exposure to ratings or cord-cutting, Swinburne added. While he trimmed his price target on WWE shares to $95 from $105 after bumping up his investment expectations for 2019, the analyst maintains an Overweight rating on the stock.

TODAY'S FREE FLY STORIES

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WDAY

Workday

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4.53 (2.43%)

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$147.40

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WDAY

Workday

$190.87

4.53 (2.43%)

CRM

Salesforce

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CLSD

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FLY

Fly Leasing

$18.25

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USNA

Usana

$67.47

0.43 (0.64%)

07:02
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FLY

Fly Leasing

$18.25

0.265 (1.47%)

07:02
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Fly Leasing reports Q2 adjusted EPS $1.92, consensus $1.43 »

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PTITF

Indosat

$0.00

(0.00%)

07:01
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Downgrade
Indosat rating change  »

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PCTY

Paylocity

$109.41

3.22 (3.03%)

07:01
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Paylocity initiated  »

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BERY

Berry Global

$39.94

0.57 (1.45%)

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KEYS

Keysight Technologies

$89.14

1.85 (2.12%)

06:59
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  • 10

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TGT

Target

$103.11

17.54 (20.50%)

06:57
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PAYC

Paycom

$251.93

4.93 (2.00%)

06:57
08/22/19
08/22
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06:57
Initiation
Paycom initiated  »

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BJ

BJ's Wholesale

$22.54

0.915 (4.23%)

06:55
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Hot Stocks
Breaking Hot Stocks news story on BJ's Wholesale »

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SQ

Square

$65.43

1.05 (1.63%)

06:53
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CSOD

Cornerstone OnDemand

$51.34

0.32 (0.63%)

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CCC

Clarivate Analytics

$17.65

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CCC

Clarivate Analytics

$17.65

0.085 (0.48%)

TRI

Thomson Reuters

$67.48

0.39 (0.58%)

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CDAY

Ceridian

$56.73

2.585 (4.77%)

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Initiation
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CNMD

Conmed

$97.17

1.16 (1.21%)

06:50
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06:50
Upgrade
Conmed rating change  »

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  • 09

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06:50
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General news
FX Update »

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LYTS

LSI Industries

$3.76

-0.17 (-4.33%)

06:49
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06:49
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06:49
Earnings
LSI Industries reports Q4 EPS 3c with items, consensus (2c) »

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BJ

BJ's Wholesale

$22.54

0.915 (4.23%)

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HSBC

HSBC

$36.27

0.1 (0.28%)

, AVVIY

Aviva

$0.00

(0.00%)

06:47
08/22/19
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06:47
08/22/19
06:47
Periodicals
HSBC considering offer for Aviva's Asian assets, Bloomberg reports »

HSBC (HSBC) is…

HSBC

HSBC

$36.27

0.1 (0.28%)

AVVIY

Aviva

$0.00

(0.00%)

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  • 27

    Oct

SQM

SQM

$25.40

-0.86 (-3.27%)

06:47
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06:47
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06:47
Downgrade
SQM rating change  »

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  • 22

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