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CBS

CBS

$45.28

-0.38 (-0.83%)

, NLSN

Nielsen

$23.50

-0.02 (-0.09%)

09:46
01/03/19
01/03
09:46
01/03/19
09:46

CBS says at 'contractual impasse' with Nielsen, open to negotiating 'fair deal'

CBS Corporation (CBS) issued the following statement on its negotiations with Nielsen (NLSN): "The entire media industry is aware of the need for complete and accurate measurement across platforms. While Nielsen has made some strides in this area, progress has not been what we and many clients would like, and local TV measurement is particularly challenged. Despite this backdrop, Nielsen continues to use their market power to bundle disparate services and raise prices for services that don't sufficiently address ongoing changes in the industry. As a result, we are currently at a contractual impasse, although we continue to be open to negotiating a fair deal that makes strategic and financial sense for CBS. If we cannot come to an agreement with Nielsen, we will continue to employ the many viable alternatives available to us, including Comscore."

CBS

CBS

$45.28

-0.38 (-0.83%)

NLSN

Nielsen

$23.50

-0.02 (-0.09%)

SCOR

comScore

$14.84

(0.00%)

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    Feb

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    Mar

CBS CBS
$45.28

-0.38 (-0.83%)

01/02/19
RBCM
01/02/19
NO CHANGE
Target $70
RBCM
Outperform
CBS represents 'best potential risk/reward in 2019' in media, says RBC Capital
RBC Capital analyst Steven Cahall says that the CBS stock is "especially discounted", having fallen about 20% in December, and calls it the best opportunity in Media in terms of risk-reward in 2019. The analyst anticipates the appointment of a full time CEO paving the way to a Viacom merger at a more attractive stock exchange ratio and a "significant accretion", keeping his Outperform rating and $70 price target on the shares.
01/02/19
SPHN
01/02/19
UPGRADE
Target $58
SPHN
Overweight
CBS upgraded to Overweight from Equal Weight at Stephens
Stephens analyst Kyle Evans upgraded CBS to Overweight from Equal Weight as he believes investor sentiment is poised to improve on the name in 2019 and that the company can continue to post solid results driven by underlying unit growth and stronger pricing. While the threat of a potential Viacom (VIAB) transaction remains, Evans also sees "a decent chance" CBS will become an acquisition target itself as the OTT and streaming video markets become increasingly competitive, he tells investors. Evans keeps a $58 price target on CBS shares.
01/02/19
SPHN
01/02/19
NO CHANGE
SPHN
CBS, Global Payments, Union Pacific among Stephens' best ideas for 2019
Stephens released its Best Ideas list for 2019, noting that over the last 13 years its Best Ideas list has outperformed the Russell 2000 by an average of 300 bps. Of note, six of the firm's 30 analysts listed "cash" as their best idea for this year. Among the rest, the picks included: Landstar System (LSTR), Enova (ENVA), RealPage (RP), FMC Corporation (FMC), Avanos (AVNS), Knight-Swift (KNX), CBS (CBS), Vulcan Materials (VMC), Encompass Health (EHC), Watsco (WSO), Global Payments (GPN), O'Reilly Automotive (ORLY), NeoGenomics (NEO), Continental Resources (CLR), Union Pacific (UNP), Ametek (AME), Wintrust Financial (WTFC), Helmerich & Payne (HP), Penske Automotive (PAG), Signature Bank (SBNY), Noble Energy (NBL), Origin Bancorp (OBNK), GrubHub (GRUB) and CenterState Bank (CSFL).
01/02/19
01/02/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Bausch Health (BHC) upgraded to Overweight from Neutral at Piper Jaffray with analyst David Amsellem saying while he's been "unrelentingly negative" on the company for years, it is time to "turn the page following a closer look at the business." 2. Crocs (CROX) and Shoe Carnival (SCVL) were upgraded to Positive from Neutral at Susquehanna. 3. Stryker (SYK) upgraded to Outperform from In Line at Evercore ISI. 4. CBS (CBS) upgraded to Overweight from Equal Weight at Stephens with analyst Kyle Evans saying he believes investor sentiment is poised to improve on the name in 2019 and that the company can continue to post solid results driven by underlying unit growth and stronger pricing. 5. Sirius XM (SIRI) upgraded to Overweight from Neutral at JPMorgan with analyst Sebastiano Petti saying Sirius XM shares are attractively following the 25% pullback from the 2018 highs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
NLSN Nielsen
$23.50

-0.02 (-0.09%)

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.
08/29/18
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.
12/07/18
FBCO
12/07/18
INITIATION
Target $29
FBCO
Neutral
Nielsen initiated with a Neutral at Credit Suisse
Target $29.
12/20/18
LOOP
12/20/18
NO CHANGE
Target $32
LOOP
Buy
comScore able to gain 'meaningful share', says Loop Capital
Loop Capital analyst Alan Gould kept his Buy rating and $32 price target on comScore (SCOR), saying the company's latest partnership announcement with E.W. Scripps (SSP) is confirming the management's "financial viability and credibility" relative to Nielsen (NLSN). Gould adds that as the industry evolves from linear to digital video, he sees comScore having the assets to gain meaningful share.
SCOR comScore
$14.84

(0.00%)

10/11/18
AGIS
10/11/18
INITIATION
Target $29
AGIS
Buy
comScore initiated with a Buy at Aegis
Aegis initiated comScore with a Buy and $29 price target.
11/14/18
LOOP
11/14/18
NO CHANGE
Target $32
LOOP
Buy
comScore can gain meaningful share on Nielsen, says Loop Capital
Loop Capital analyst Alan Gould kept his Buy rating and $32 price target on comScore (SCOR) after the company hosted an investor day which reinforced his "thesis that the market wants a competitor to Nielsen (NLSN)". The analyst believes that comScore possesses the assets to "gain meaningful share" amid the industry transformation from linear to digital video. Gould also points to the investor day highlighting comScore's "shift to a marketing-based rather than an engineering-driven company."
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.

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14:49
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14:48
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LivePerson management to meet with Jefferies »

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ESTA

Establishment Labs

$23.77

0.17 (0.72%)

14:46
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Conference/Events
Establishment Labs management to meet with Jefferies »

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CLDR

Cloudera

$8.47

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14:45
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DIS

Disney

$145.75

7.19 (5.19%)

14:41
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DIS

Disney

$145.31

6.75 (4.87%)

14:38
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Disney confirms 10M sign-ups for Disney+ since yesterday's launch »

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14:35
11/13/19
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General news
Fedspeak continues Thursday, headlined by Chair Powell »

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LANC

Lancaster Colony

$154.41

0.11 (0.07%)

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LANC

Lancaster Colony

$154.13

-0.17 (-0.11%)

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AXAS

Abraxas Petroleum

$0.29

-0.027 (-8.57%)

14:26
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AXAS

Abraxas Petroleum

$0.29

-0.027 (-8.57%)

14:26
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DBX

Dropbox

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$14.71

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SQM

SQM

$23.75

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Albemarle

$64.60

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$NSD

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$0.00

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$NYE

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TEVA

Teva

$9.75

0.145 (1.51%)

14:10
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  • 07

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