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VIAB

Use VIAC, VIACA

$25.27

-0.7 (-2.70%)

, VIA

Use VIAC, VIACA

$30.64

-0.66 (-2.11%)

06:09
03/25/19
03/25
06:09
03/25/19
06:09

Viacom, AT&T continue negotiations to avoid programming blackout, WSJ reports

On Sunday night, Viacom (VIAB) and AT&T (T) were continuing negotiations to avert a programming blackout that would leave more than 24M pay-TV customers without channels like MTV and Comedy Central, The Wall Street Journal's Benjamin Mullin and Drew FitzGerald report. Their earlier contract expired at midnight on Friday. The negotiations are over carriage of Viacom's networks on AT&T's DirecTV, U-verse and WatchTV services, the report notes, adding that as of Sunday, Viacom's channels were still on the air. Reference Link

VIAB

Use VIAC, VIACA

$25.27

-0.7 (-2.70%)

VIA

Use VIAC, VIACA

$30.64

-0.66 (-2.11%)

T

AT&T

$31.03

-0.05 (-0.16%)

  • 24

    Apr

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    Apr

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    May

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    May

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    Jun

VIAB Use VIAC, VIACA
$25.27

-0.7 (-2.70%)

01/24/19
SOCG
01/24/19
DOWNGRADE
SOCG
Hold
Viacom downgraded to Hold from Buy at Societe Generale
02/05/19
IMPC
02/05/19
NO CHANGE
IMPC
Imperial Capital raises FY19 estimates on Viacom after Q1 beat
Imperial Capital analyst Megan Barnett maintained an Outperform rating and $37 price target on Viacom shares, after Viacom beat the firm's and consensus estimates when it reported Q1 results. Barnett raised her FY19 EPS estimate for Viacom to $1.12 from $1.02 due to the company's Q1results.
02/06/19
BRRR
02/06/19
NO CHANGE
Target $35
BRRR
Outperform
Barrington expects Pluto TV to accelerate momentum in key Viacom demographics
Barrington analyst James Goss kept his Outperform rating and $35 price target on Viacom with a positive view of its Pluto TV platform as a component of its direct-to-consumer strategy. The analyst sees the services as an "important link for Viacom in accessing its young target demo" in a form factor "attractive to the user base". While not expected to make a meaningful impact on Q2, Goss adds that Pluto TV offers the "ability to distribute and monetize the cable network group's significant IP portfolio".
03/13/19
03/13/19
DOWNGRADE
Target $66

Neutral
Roku downgraded to Neutral after 160% rally off lows at Macquarie
As previously reported, Macquarie analyst Tim Nollen downgraded Roku to Neutral from Outperform following a 162% rise in the stock from its lows since Christmas. He sees the stock's current valuation as full given the rising competition in the ad-supported video on-demand, or AVOD, area from services such as Viacom's (VIAB) Pluto TV, Amazon's (AMZN) ad-supported channels and a potential service expected to be announced by Apple (AAPL) on March 25. Nollen raised his price target on Roku shares to $66 from $57.
VIA Use VIAC, VIACA
$30.64

-0.66 (-2.11%)

01/15/19
01/15/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Viacom (VIA, VIAB) upgraded to Buy from Hold at Pivotal Research with analyst Brian Wieser citing valuation. 2. Citi (C) upgraded to Outperform from Market Perform at BMO Capital with analyst James Fotheringham saying the bank's Q4 earnings and outlook were "just fine," but the stock trades "as if tragedy were nigh" at a 2-year forward multiple of 6.3-times earnings relative to the average historical valuation of 9.5-times. 3. Grainger (GWW) upgraded to Outperform from Neutral at Macquarie. 4. Helmerich & Payne (HP) upgraded to Overweight from Neutral at JPMorgan with analyst Sean Meakim saying while Helmerich is not immune from lower exploration and production spending, there is too much pessimism on the company's ability to sustain EBITDA in such an environment. 5. Akamai (AKAM) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Keith Weiss citing his increased confidence in durable high single digit revenue growth and margins improving. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
T AT&T
$31.03

-0.05 (-0.16%)

03/14/19
NEED
03/14/19
NO CHANGE
Target $85
NEED
Buy
Roku price target raised to $85 from $65 at Needham
Needham analyst Laura Martin raised her price target on Roku (ROKU) to $85 and kept her Buy rating, saying its 14% stock price decline yesterday was "overdone" while maintaining her view of the company as the "top pick for 2019". The analyst cites the company's position of an "arms dealer", aggregating 5K 3rd party streaming video apps into one platform. She also believes that "every new streaming service", including the upcoming offerings from Disney (DIS), AT&T (T) and Apple (AAPL) will sign contracts allowing for viewing on Roku device, adding that "TV advertisers" will have to follow the viewers since some 10M Roku users have no linear TV access. Moreover, Martin contends that Roku is in position to expand internationally or possibly be acquired.
03/15/19
RAJA
03/15/19
UPGRADE
RAJA
Outperform
AT&T upgraded to Outperform from Market Perform at Raymond James
03/15/19
03/15/19
UPGRADE

Outperform
AT&T upgraded to Outperform on valuation at Raymond James
As previously reported, Raymond James upgraded AT&T to Outperform from Market Perform and established a $34 price target. Analyst Frank Louthan said AT&T shares trade at a relative discount and expects shares to be driven by positive earnings growth combined with a strong de-levering story.
03/15/19
03/15/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Amazon.com (AMZN) upgraded to Overweight from Sector Weight at KeyBanc with analyst Edward Yruma saying Amazon is taking a number of operational moves to improve profitability in core retail, which could drive mid-term earnings above current consensus estimates. 2. AT&T (T) upgraded to Outperform from Market Perform at Raymond James with analyst Frank Louthan saying AT&T shares trade at a relative discount and expects shares to be driven by positive earnings growth combined with a strong de-levering story. 3. Colfax (CFX) upgraded to Equal Weight from Underweight at Barclays with analyst Julian Mitchell saying he views the company's turnaround story as underappreciated. 4. Rent-A-Center (RCII) upgraded to Outperform from Market Perform at Raymond James with analyst Budd Bugatch citing the trial win regarding the terminated buyout with Vintage Capital and a strong fundamental outlook for the upgrade. 5. Global Net Lease (GNL) upgraded to Buy from Neutral at B. Riley FBR with analyst Bryan Maher citing the stock's attractive relative valuation as well as management's acquisition "acumen" for the upgrade to Buy. 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

OII

Oceaneering

$13.48

0.32 (2.43%)

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SYY

Sysco

$82.88

0.38 (0.46%)

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MPWR

Monolithic Power

$169.05

4.15 (2.52%)

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HD

Home Depot

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-3.88 (-1.80%)

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SPNE

SeaSpine

$12.00

-0.58 (-4.61%)

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GMED

Globus Medical

$56.88

0.03 (0.05%)

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GKOS

Glaukos

$57.32

-1.895 (-3.20%)

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MMSI

Merit Medical

$29.99

0.69 (2.35%)

05:55
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SWAV

ShockWave Medical

$41.84

1.41 (3.49%)

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DPZ

Domino's Pizza

$293.12

8.48 (2.98%)

, PZZA

Papa John's

$60.84

1.29 (2.17%)

05:55
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05:55
Conference/Events
Stephens to hold a plane trip »

Restaurants Plane Trip…

DPZ

Domino's Pizza

$293.12

8.48 (2.98%)

PZZA

Papa John's

$60.84

1.29 (2.17%)

TXRH

Texas Roadhouse

$57.25

0.55 (0.97%)

03/08/13
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MPWR

Monolithic Power

$169.05

4.15 (2.52%)

05:47
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05:47
Initiation
Monolithic Power initiated  »

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HUYA

Huya

$18.21

0.6 (3.41%)

05:35
12/12/19
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Initiation
Huya initiated  »

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GMAB

Genmab

, AZN

AstraZeneca

$48.19

0.23 (0.48%)

05:32
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05:32
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Genmab, AstraZeneca, Roche rating change  »

Genmab downgraded to Hold…

GMAB

Genmab

AZN

AstraZeneca

$48.19

0.23 (0.48%)

RHHBY

Roche

$0.00

(0.00%)

03/08/13
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WBA

Walgreens Boots Alliance

$58.00

-0.4 (-0.68%)

, MCK

McKesson

$143.40

0.59 (0.41%)

05:31
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Hot Stocks
Walgreens Boots Alliance, McKesson create German wholesale JV »

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WBA

Walgreens Boots Alliance

$58.00

-0.4 (-0.68%)

MCK

McKesson

$143.40

0.59 (0.41%)

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  • 08

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MTUAY

MTU Aero Engines

$0.00

(0.00%)

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RHHBY

Roche

$0.00

(0.00%)

, HALO

Halozyme

$18.74

-0.46 (-2.40%)

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Genentech says Phase III FeDeriCa study met primary endpoint »

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RHHBY

Roche

$0.00

(0.00%)

HALO

Halozyme

$18.74

-0.46 (-2.40%)

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OEZVY

Verbund

$0.00

(0.00%)

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ALV

Autoliv

$83.17

0.81 (0.98%)

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AMGN

Amgen

$233.96

0.14 (0.06%)

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Amgen, UCB announce EC approval of EVENITY »

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KR

Kroger

$28.03

0.14 (0.50%)

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BMWYY

BMW

$0.00

(0.00%)

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SCHW

Charles Schwab

$49.60

0.43 (0.87%)

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EVKIF

Evonik

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SOLVY

Solvay

$0.00

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SOLVY

Solvay

$0.00

(0.00%)

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