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NFLX

Netflix

$265.14

-17.66 (-6.24%)

, PANW

Palo Alto Networks

$175.11

-6.73 (-3.70%)

13:20
12/09/18
12/09
13:20
12/09/18
13:20

Netflix, Palo Alto offer growth at a discount, Barron's says

As stocks search for a bottom, many high-quality tech and communications-services names are starting to look like attractive growth opportunities, priced at bargain-basement levels, Bill Luby writes in this week's edition of Barron's. Two are particularly alluring because of the extent of their falls and their growth prospects: Netflix (NFLX) in communications services and Palo Alto Networks (PANW) in the cybersecurity segment of the computer networking industry, the report notes. Reference Link

NFLX

Netflix

$265.14

-17.66 (-6.24%)

PANW

Palo Alto Networks

$175.11

-6.73 (-3.70%)

  • 13

    Dec

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    Dec

  • 09

    Jan

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    Jan

NFLX Netflix
$265.14

-17.66 (-6.24%)

11/16/18
IMPC
11/16/18
NO CHANGE
Target $459
IMPC
Outperform
Imperial parts with consensus, raises Netflix estimates for Q4
Imperial Capital analyst David Miller says he is "parting with consensus and guidance" and raising his Q4 domestic subscriber net additions estimate for Netflix from 1.50M to 1.55M and international subscriber net additions estimate from 6.10M to 6.25M. The reason is due not only to returning episodic installments of "House of Cards" and "Narcos," but also series originally intended for international audiences that are "quickly finding viewers" in the U.S., Miller tells investors in a research note. Examples are "Elite," filmed in Spain with an all-Spanish cast, "3%," a sci-fi drama filmed and set in Brazil, The Rain, another drama filmed and set in Denmark, and Dark, a crime drama filmed and set in German, says the analyst. Miller also increased his Q4 estimate for revenue to $4.22B and for net income to 28c per share from 26c. Consensus estimates currently sit at $4.20B and 24c per share, he points out. Miller keeps an Outperform rating on Netflix with a $459 price target, which represents 58% upside from current share levels.
11/16/18
MKMP
11/16/18
NO CHANGE
Target $415
MKMP
Buy
Netflix, Amazon price targets raised at MKM Partners
MKM Partners analyst Rob Sanderson raised his price targets on Buy rated Netflix (NFLX) and Amazon (AMZN) to $415 from $395 and $2,240 from $2,215 respectively as part of his broader research note titled "Victims of Risk-off Environment; Recommend Buying Weakness". The analyst states that these stocks have been among the weaker performers in the underperforming Internet sector, but should become "excellent performers" over the next 12 months if his view attributing the recent correction in the broader market to a late-cycle pause amidst geo-political uncertainty and Fed concerns proves to be correct. As part of this research note, Sanderson also keeps his Buy rating on Spotify (SPOT) but lowers its price target to $200 from $245, applying a 25-times forward earnings multiple in rolling out his valuation to 2022, with added currency related pressure against the "much less contentious" expected renewal rates in 2019.
11/29/18
NEED
11/29/18
INITIATION
Target $20
NEED
Buy
comScore resumed with a Buy at Needham
Needham analyst Laura Martin resumed coverage of comScore (SCOR) with a Buy rating and $20 price target. The analyst recommends purchase of the stock at current price levels saying comScore is a pure-play way to invest in the shift toward streaming and over-the-top viewing. The company offers monetization at a "much lower valuation" than other over-the-top alternatives such as Netflix (NFLX), Roku (ROKU) and Trade Desk (TTD), Martin tells investors in a research note.
12/07/18
RBCM
12/07/18
NO CHANGE
Target $450
RBCM
Outperform
Netflix seeing 'consistent satisfaction trends', says RBC Capital
RBC Capital analyst Mark Mahaney kept his Outperform rating and $450 price target on Netflix after reviewing the findings from his quarterly survey of over 1,500 respondents. The analyst notes that the company's penetration levels have gone up to 59% from 56% in November and that 69% of its users are "Extremely" or "Very Satisfied", which is consistent with positive results of the past 6 quarters. On the down side, Mahaney notes that 9.4% of subscriptions indicated that they are "very" or "extremely likely" to cancel, which is the highest level in the last 27 surveys.
PANW Palo Alto Networks
$175.11

-6.73 (-3.70%)

11/30/18
FBCO
11/30/18
NO CHANGE
Target $160
FBCO
Underperform
Palo Alto Networks price target cut to $160 from $185 at Credit Suisse
Credit Suisse analyst Brad Zelnick reiterated an Underperform rating on Palo Alto Networks and cut his price target to $160 following the company's "mixed" Q1 results. In a research note to investors, Zelnick says the disparity between product and billings performance continues to suggest an especially strong refresh dynamic, and while he maintains respect for Palo Alto's market leadership, strong execution and superlative messaging, he believes his secular call is just beginning to play out as firewalls cede relevance in a cloud-first world.
11/30/18
MAXM
11/30/18
NO CHANGE
Target $280
MAXM
Buy
Palo Alto Networks price target raised to $280 from $274 at Maxim
Maxim analyst Nehal Chokshi raised his price target on Palo Alto Networks to $280 and kept his Buy rating after "another beat and raise quarter", saying the company's strong results were driven by sequential subscription revenue growth. The analyst adds that the above-consensus guidance was the factor of the "uniqueness" of the company's Application Framework. Chokshi is also positive on Palo Alto Networks' CEO plan to extend its business "from security to the intersection of security and AI".
11/30/18
BMOC
11/30/18
NO CHANGE
Target $205
BMOC
Market Perform
Palo Alto Networks price target lowered to $205 from $260 at BMO Capital
BMO Capital analyst Keith Bachman lowered his price target on Palo Alto Networks to $205 and kept his Market Perform rating, saying that while the company beat on Q1 earnings, its billings were in line, "which is a downtick from the outperformance in prior quarters". The analyst believes that the free cash flow multiple on Palo Alto Networks is "reasonable", but also warns about the overhang on the stock lingering because of the potential for M&A. Bachman adds that he is concerned by the "durability" of the company's billings growth, adding that his price target reduction reflects "lower free cash flow estimates and a lower multiple due to a reduced equity risk environment".
11/30/18
GABE
11/30/18
UPGRADE
GABE
Buy
Palo Alto Networks upgraded to Buy from Hold at Gabelli
Gabelli analyst Hendi Susanto upgraded Palo Alto to Buy citing recent shares weakness. The analyst views current valuation as attractive and remains favorable on Palo Alto's market leadership, technology platform, and competitive security platform.

TODAY'S FREE FLY STORIES

PTC

PTC

$84.73

-1.14 (-1.33%)

20:28
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20:28
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UNP

Union Pacific

$154.20

-0.8 (-0.52%)

, BMY

Bristol-Myers

$49.92

0.21 (0.42%)

20:25
01/23/19
01/23
20:25
01/23/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

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UNP

Union Pacific

$154.20

-0.8 (-0.52%)

BMY

Bristol-Myers

$49.92

0.21 (0.42%)

LUV

Southwest

$50.97

0.425 (0.84%)

MKC

McCormick

$139.03

0.31 (0.22%)

FCX

Freeport McMoRan

$12.30

-0.08 (-0.65%)

GWW

Grainger

$297.12

-3.29 (-1.10%)

AAL

American Airlines

$31.57

-1.18 (-3.60%)

HBAN

Huntington Bancshares

$13.56

0.05 (0.37%)

TXT

Textron

$49.19

0.76 (1.57%)

JBLU

JetBlue

$17.23

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AEP

American Electric

$77.00

0.65 (0.85%)

TAL

TAL Education

$31.21

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ADTN

Adtran

$12.25

0.49 (4.17%)

20:14
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Earnings
Adtran reports Q4 adjusted EPS (12c), consensus (3c) »

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MSFT

Microsoft

$106.77

0.91 (0.86%)

, GOOGL

Alphabet Class A

$1,085.27

6.59 (0.61%)

20:10
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Periodicals
China blocks Microsoft's Bing search engine, FT reports »

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MSFT

Microsoft

$106.77

0.91 (0.86%)

GOOGL

Alphabet Class A

$1,085.27

6.59 (0.61%)

BIDU

Baidu

$163.22

2.81 (1.75%)

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EBAY

eBay

$32.62

-0.3 (-0.91%)

20:03
01/23/19
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20:03
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20:03
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CLR

Continental Resources

$45.30

-0.27 (-0.59%)

20:00
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20:00
Conference/Events
Continental Resources to host conference call »

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APY

Apergy

$33.20

-0.35 (-1.04%)

19:55
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19:55
Initiation
Apergy initiated  »

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AMZN

Amazon.com

$1,641.50

7.35 (0.45%)

19:15
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Hot Stocks
AWS unveils Amazon WorkLink solution »

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SMBK

SmartFinancial

$18.35

0.21 (1.16%)

19:08
01/23/19
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19:08
Earnings
SmartFinancial reports Q4 operating EPS 43c, consensus 37c »

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  • 24

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MLRYY

Mail.Ru Group

$0.00

(0.00%)

19:05
01/23/19
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19:05
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19:05
Downgrade
Mail.Ru Group rating change  »

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BABA

Alibaba

$152.03

-0.1 (-0.07%)

18:58
01/23/19
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Periodicals
Zhongnan Group to buy Alibaba-backed EasyHome for CNY38B, Bloomberg says »

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JPM

JPMorgan

$102.72

-0.23 (-0.22%)

18:55
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JPMorgan exec says private bank expands ops in Mexico, Reuters says »

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SLM

Sallie Mae

$9.49

0.1 (1.07%)

, XLNX

Xilinx

$89.55

-0.89 (-0.98%)

18:53
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Fly Intel: After Hours Movers »

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SLM

Sallie Mae

$9.49

0.1 (1.07%)

XLNX

Xilinx

$89.55

-0.89 (-0.98%)

AZPN

Aspen Technology

$89.08

0.22 (0.25%)

LRCX

Lam Research

$139.24

-0.58 (-0.41%)

URI

United Rentals

$115.98

-2.21 (-1.87%)

TER

Teradyne

$31.93

0.13 (0.41%)

VAR

Varian Medical

$126.83

1.57 (1.25%)

CP

Canadian Pacific

$195.71

0.02 (0.01%)

TXN

Texas Instruments

$95.49

-1.05 (-1.09%)

F

Ford

$8.34

-0.17 (-2.00%)

BGG

Briggs & Stratton

$13.73

-0.46 (-3.24%)

PTC

PTC

$84.73

-1.14 (-1.33%)

CTXS

Citrix

$108.64

0.4 (0.37%)

LVS

Las Vegas Sands

$57.25

0.26 (0.46%)

FFIV

F5 Networks

$159.65

2.5 (1.59%)

CCI

Crown Castle

$110.28

1.13 (1.04%)

NCNA

NuCana

$14.37

-0.38 (-2.58%)

ADXS

Advaxis

$0.32

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FB

Facebook

$144.35

-3.45 (-2.33%)

18:41
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Periodicals
Advocacy groups pushing FTC to force Facebook breakup, WSJ says »

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GOOG

Alphabet

$1,076.04

5.32 (0.50%)

, GOOGL

Alphabet Class A

$1,085.27

6.59 (0.61%)

18:38
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18:38
Periodicals
Devs say Google's Chrome proposal threatens ad blockers, Bloomberg says »

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GOOG

Alphabet

$1,076.04

5.32 (0.50%)

GOOGL

Alphabet Class A

$1,085.27

6.59 (0.61%)

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FCPT

Four Corners Property Trust

$26.58

-0.09 (-0.34%)

, BLMN

Bloomin' Brands

$19.15

0.08 (0.42%)

18:36
01/23/19
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Recommendations
Four Corners Property Trust, Bloomin' Brands analyst commentary  »

Four Corners Property…

FCPT

Four Corners Property Trust

$26.58

-0.09 (-0.34%)

BLMN

Bloomin' Brands

$19.15

0.08 (0.42%)

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BAC

Bank of America

$28.91

-0.18 (-0.62%)

18:11
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Bank of America appoints Mike Joo as investment operating chief, Reuters says »

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F

Ford

$8.34

-0.17 (-2.00%)

18:08
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Ford says Russian alliance 'under review' »

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F

Ford

$8.34

-0.17 (-2.00%)

18:04
01/23/19
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18:04
Hot Stocks
Breaking Hot Stocks news story on Ford »

Ford says 'not…

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CHMG

Chemung Financial

$41.99

-0.11 (-0.26%)

18:04
01/23/19
01/23
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18:04
Earnings
Chemung Financial reports Q4 EPS $1.18, consensus $1.04 »

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F

Ford

$8.34

-0.17 (-2.00%)

18:03
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18:03
Hot Stocks
Breaking Hot Stocks news story on Ford »

Ford says 2019 will…

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F

Ford

$8.34

-0.17 (-2.00%)

18:01
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Ford says 2018 auto EBIT benefited from improvement of market factors »

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HSIC

Henry Schein

$76.92

-0.45 (-0.58%)

17:56
01/23/19
01/23
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17:56
Hot Stocks
Henry Schein falls after saying it will not be key supplier to VCA,Pet Partners »

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HSIC

Henry Schein

$76.92

-0.45 (-0.58%)

17:51
01/23/19
01/23
17:51
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17:51
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Henry Schein will no longer be key supplier to VCA and Pet Partners »

Mars, Incorporated has…

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HOLX

Hologic

$44.40

0.22 (0.50%)

17:50
01/23/19
01/23
17:50
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17:50
Hot Stocks
Hologic says FDA grants clearance for Aptima Mycoplasma genitalium assay »

Hologic announced that…

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