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AMZN

Amazon.com

$1,612.99

-18.69 (-1.15%)

, VIA

Viacom

$35.44

-0.38 (-1.06%)

15:16
11/14/18
11/14
15:16
11/14/18
15:16

Amazon signs deal with Viacom for exclusive streaming rights in Latin America

Amazon (AMZN) and Viacom International Studios (VIAB) have closed a content deal for Latin America that will bring two new VIS productions to Prime Video, Homens? and Dani Who?, which will only be available to stream exclusively on Prime Video. "Amazon is committed to delivering great content to our Prime Video members across Latin America and this new relationship with the VIS team will bring two new and compelling stories to our service for audiences to enjoy," said Pablo Iacoviello, Head of Content for Latin America, Amazon Prime Video. "We remain focused on adding locally relevant content, so we're especially thrilled about adding Homens? to our catalog of titles as an exclusive Brazilian series." Both Homens? and Dani Who? join Prime Video's growing slate of exclusive streaming titles in Latin America which include Falco, The Good Doctor and Mr. Robot, in addition to local original series which to date include critically acclaimed series Diablo Guardian and Un Extrano Enemigo, as well as the upcoming LOL: Last One Laughing which stars Eugenio Derbez and premieres globally on December 14. The series will be available to stream exclusively on Amazon Prime Video.

AMZN

Amazon.com

$1,612.99

-18.69 (-1.15%)

VIA

Viacom

$35.44

-0.38 (-1.06%)

VIAB

Viacom

$32.10

0.05 (0.16%)

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AMZN Amazon.com
$1,612.99

-18.69 (-1.15%)

11/14/18
EVER
11/14/18
NO CHANGE
Target $1990
EVER
Outperform
Amazon's AWS operating income estimates likely conservative, says Evercore ISI
Evercore ISI analyst Anthony DiClemente kept his Outperform rating and $1,990 price target on Amazon.com, saying his deeper analysis of the company's AWS business earnings power over the longer term suggests that the consensus is "likely too conservative". The analyst states that his "dynamic model" indicates a pathway of 35% or greater operating margins by 2022 under "bullish, but still undemanding assumptions." DiClemente adds that the Street is giving Amazon "little credit for ongoing efficiency gains", only calling for about 100bps in operating margin expansion between 2018 and 2021.
11/13/18
LOOP
11/13/18
NO CHANGE
LOOP
Amazon.com HQ2 locations 'make perfect sense' to Loop Capital
Loop Capital analyst Anthony Chukumba, who has a Buy rating and $2,200 price target on Amazon shares, was not surprised by Amazon's decision to split HQ2 between New York City and Northern Virginia, saying it "made perfect sense." The analyst noted that Amazon is eligible to receive nearly $2.1B in combined tax credits and cash grants, which likely played an important role in their decision. He also noted that Amazon having a local headquarters in Norther Virginia "further cements Amazon as the frontrunner for the Department of Defense's $10B Joint Enterprise Defense Infrastructure cloud computing contract."
11/13/18
BARD
11/13/18
NO CHANGE
BARD
Amazon selection of East Coast corridor for HQs makes sense, says Baird
Baird analyst Colin Sebastian noted that he'd predicted last October that Washington DC was "a slight favorite in the HQ2 sweepstakes," and he believes Amazon's (AMZN) selection of a second headquarters divided between Long Island City, NY and Arlington, Virginia "makes logical sense." He sees the primary motivation for the HQ split was talent availability, Sebastian added. The analyst maintains an Outperform rating and $2,100 price target on Amazon shares. Adding that "it did not receive the headlines of the HQ2 bidding process," Google (GOOGL) is said by the Wall Street Journal to be acquiring space for an additional 12-14K employees in New York, Sebastian also noted.
11/12/18
LBOW
11/12/18
NO CHANGE
LBOW
Neutral
Earnings commentary shows 'ample evidence' of hyperscale caution, says Longbow
Longbow analyst Joe Wittine said that Microsoft (MSFT) signaled along with its earnings report that growth in investments would moderate, Amazon (AMZN) highlighted a focus on driving data center efficiencies, Alphabet (GOOGL) is understood to be eh "the largest driver" of Seagate's (STX) lowered outlook and Apple (AAPL) expects FY19 capex of $14B, down from this year's $16.7B. Wittine sees all of this as "ample evidence of increased caution in the hyperscale investment cycle," which leads his to believe his Neutral ratings on both Seagate and Western Digital (WDC) remain appropriate.
VIA Viacom
$35.44

-0.38 (-1.06%)

11/05/18
UBSW
11/05/18
DOWNGRADE
Target $34
UBSW
Neutral
Viacom downgraded to Neutral on tough AT&T renewal at UBS
As reported previously, UBS analyst John Hodulik downgraded Viacom (VIAB) to Neutral from Buy. The analyst believes the company will face a tough renewal with AT&T (T) in the second half of of 2019. He said Viacom has a low viewership relative to affiliate revenues, a lack of "must have" content, and a lack of carriage on other vMVPDs. Hodulik lowered his price target to $34 from $38 on Viacom shares.
10/23/18
10/23/18
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. Viacom (VIA, VIAB) upgraded to In-Line from Underperform at Imperial Capital with analyst David Miller saying there is a "palpable rotation at work in the financial markets away from growth and into value within the Media sector." 2. Synopsys (SNPS) and Cadence Design (CDNS) were upgraded to Neutral from Underweight at JPMorgan. 3. Polaris Industries (PII) upgraded to Buy from Neutral at B. Riley FBR with analyst Eric Wold saying he views yesterday's Q3 results as "solid" and believes the recent stock pullback discounts the risk of tariffs. 4. AMD (AMD) upgraded to Equal Weight from Underweight at Barclays while NXP Semiconductors (NXPI) was upgraded to Overweight from Equal Weight. 5. Chipotle (CMG) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying the company is in an "enviable position" given its nearly all-U.S. exposure and lack of interest rate risk. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/23/18
IMPC
10/23/18
UPGRADE
Target $29
IMPC
In-Line
Viacom upgraded to In-Line from Underperform at Imperial Capital
Imperial Capital analyst David Miller upgraded Viacom to In-Line and raised his price target for the shares to $29 from $25. There is a "palpable rotation at work in the financial markets away from growth and into value within the Media sector," Miller tells investors in a research note after speaking with value-centric portfolio managers. He believes Viacom has many characteristics of a "value moniker," including a low growth rate, a low price/book ratio, and a dividend. Further, Miller thinks the chances of Viacom taking any impairments are low based on its upcoming film slate.
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."
VIAB Viacom
$32.10

0.05 (0.16%)

11/05/18
UBSW
11/05/18
DOWNGRADE
UBSW
Neutral
Viacom downgraded to Neutral from Buy at UBS

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Wolfe Research healthcare analysts to hold an analyst/industry webcast »

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HAIN

Hain Celestial

$19.25

-2.63 (-12.02%)

, MKC

McCormick

$161.08

-7.445 (-4.42%)

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McCormick

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Campbell Soup

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BYND

Beyond Meat

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NTDOY

Nintendo

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Sony

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0.14 (0.25%)

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Game On: Sony acquires 'Spider-Man' developer Insomniac »

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Sony

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MSFT

Microsoft

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FB

Facebook

$184.56

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EA

Electronic Arts

$92.54

1.64 (1.80%)

TTWO

Take-Two

$131.17

1.3 (1.00%)

ATVI

Activision Blizzard

$48.44

0.53 (1.11%)

GOOG

Alphabet

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GOOGL

Alphabet Class A

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-5.94 (-0.50%)

UBSFY

Ubisoft

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SLGG

Super League Gaming

$6.65

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TCEHY

Tencent

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HD

Home Depot

$217.43

9.455 (4.55%)

12:29
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Home Depot analyst commentary  »

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ABCB

Ameris Bancorp

$36.48

-0.34 (-0.92%)

12:27
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Ameris Bancorp management to meet with Sandler O'Neill »

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SABR

Sabre

$23.68

-0.25 (-1.04%)

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DOJ to file suit to block Sabre acquisition of Farelogix, CNBC reports »

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General news
FX Action: USD-CAD »

FX Action: USD-CAD…

LPLA

LPL Financial

$73.06

-0.35 (-0.48%)

12:17
08/20/19
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Conference/Events
LPL Financial management to meet with William Blair »

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$NSD

NASDAQ Market Internals

$0.00

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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

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NYSE market internals summary »

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AAPL

Apple

$212.30

1.98 (0.94%)

, NFLX

Netflix

$300.38

-9.02 (-2.92%)

12:13
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12:13
Periodicals
Apple looks to launch Apple TV+ in November, weighs $9.99 price, Bloomberg says »

Mark Gurman , Anousha…

AAPL

Apple

$212.30

1.98 (0.94%)

NFLX

Netflix

$300.38

-9.02 (-2.92%)

AMZN

Amazon.com

$1,813.54

-2.75 (-0.15%)

DIS

Disney

$135.22

-0.11 (-0.08%)

T

AT&T

$35.18

-0.225 (-0.64%)

CMCSA

Comcast

$44.37

0.38 (0.86%)

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EPD

Enterprise Products

$29.29

0.35 (1.21%)

12:06
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12:06
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12:06
Conference/Events
Enterprise Products management to meet with Wolfe Research »

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CNI

Canadian National

$92.40

-0.76 (-0.82%)

12:05
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12:05
Conference/Events
Canadian National management to meet with Wolfe Research »

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URBN

Urban Outfitters

$21.10

0.24 (1.15%)

12:05
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Options
Urban Outfitters call volume above normal and directionally bullish »

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BHGE

Baker Hughes

$21.00

-0.43 (-2.01%)

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Baker Hughes awarded contract, granted notice to proceed by Venture Global LNG »

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VRTX

Vertex

$186.23

-0.84 (-0.45%)

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MSG

Madison Square Garden

$266.70

-26.315 (-8.98%)

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Madison Square Garden falls -9.0% »

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SE

Sea Limited

$32.53

-3.58 (-9.91%)

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Sea Limited falls -9.9% »

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FN

Fabrinet

$47.48

-8.92 (-15.82%)

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Fabrinet falls -15.7% »

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TCI

Transcontinental Realty Inc

$25.32

1.36 (5.68%)

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Hot Stocks
Transcontinental Realty Inc rises 10.7% »

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AVYA

Avaya

$13.83

1.44 (11.62%)

12:00
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Avaya rises 11.4% »

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CMCM

Cheetah Mobile

$4.41

1.11 (33.64%)

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Hot Stocks
Cheetah Mobile rises 33.6% »

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HD

Home Depot

$217.05

9.07 (4.36%)

, KSS

Kohl's

$45.71

-2.49 (-5.17%)

11:56
08/20/19
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On The Fly
Fly Intel: Wall Street's top stories at midday »

Stocks have had a quiet…

HD

Home Depot

$217.05

9.07 (4.36%)

KSS

Kohl's

$45.71

-2.49 (-5.17%)

TJX

TJX

$50.73

-0.82 (-1.59%)

ELAN

Elanco

$27.25

-2.57 (-8.62%)

BAYRY

Bayer

$0.00

(0.00%)

ENDP

Endo

$3.20

0.65 (25.49%)

CRCM

Care.com

$10.06

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SRPT

Sarepta

$101.88

-18.28 (-15.21%)

FN

Fabrinet

$47.33

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FB

Facebook

$184.68

-1.54 (-0.83%)

, AOBC

American Outdoor Brands

$7.61

-0.18 (-2.31%)

11:56
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Periodicals
Facebook Marketplace has become a place to buy guns, WSJ says »

Parmy Olson and Zusha…

FB

Facebook

$184.68

-1.54 (-0.83%)

AOBC

American Outdoor Brands

$7.61

-0.18 (-2.31%)

RGR

Sturm, Ruger

$40.88

-0.98 (-2.34%)

VSTO

Vista Outdoor

$4.73

0.01 (0.21%)

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