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NFLX

Netflix

$366.95

10.67 (2.99%)

06:50
04/02/19
04/02
06:50
04/02/19
06:50

Netflix initiated with a Neutral at Rosenblatt

Rosenblatt analyst Mark Zgutowicz initiated Netflix with a Neutral and $350 price target telling investors the "shares are priced to perfection," particularly against aggressive international subscriber expectations. Domestically, Zgutowicz' subscriber expectations imply Netflix will continue to dominate household streaming share despite new, big picket direct-to-consumer entrants, but sees greater downside risk from increasing content competition.

NFLX Netflix
$366.95

10.67 (2.99%)

03/26/19
NEED
03/26/19
NO CHANGE
Target $225
NEED
Strong Buy
Needham sees Apple's TV service 'poisoning' Netflix
Needham analyst Laura Martin writes that Apple (AAPL) TV+ service announcement yesterday poses a direct threat to Netflix (NFLX) given its $2B content budget, expected "priceless appearances by Spielberg, Oprah, Aniston, and JJ Abrams" as well as its 100% consumer awareness and zero marketing costs. The analyst contends that Apple will be able to bundle games, news, and music with its device sales and currently has a base of 900M unique users, adding that if it is successful in converting just 10%, that would allow it to fund content with a budget that is 2 to 3 times bigger than than of Netflix. Martin is keeping her Strong Buy rating on Apple shares, stating that the new subscription services will reduce churn, and lower churn is positive for Apple valuation.
03/26/19
OPCO
03/26/19
NO CHANGE
OPCO
Apple TV+ not likely to impact Netflix negatively, says Oppenheimer
Oppenheimer analyst Jason Helfstein does not see Apple (APPL) TV+ as having any negative impact on Netflix (NFLX). While a reasonable amount of high-income Apple users will likely subscribe, there is no comparison in the amount of original content compared to Netflix, spending $12B/year versus Apple's $1B, he contends. On Roku (ROKU), Helfstein says the headline is bullish, as the Apple TV will be available on the Roku platform and others, including Amazon (AMZN) Fire and Samsung (SSNLF), reflecting Apple's acknowledgement that the TV OS market is maturing and deciding to pursue an app versus OS strategy.
03/26/19
MSCO
03/26/19
NO CHANGE
MSCO
Apple TV announcements incremental more than disruptive, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne said Apple's (AAPL) TV announcements can be viewed in two parts - as an update to its TV app and the launch of Apple TV+, which includes original content. Apple made three important improvements to its TV app, said Swinburne, namely that it integrated more publishers, increased its personalization and curation efforts and extended its reach off the Apple TV hardware platform. If successful, the new channels offering and revamped TV app are "an incremental but not step function competitive threat" to Amazon Channels (AMZN), Roku (ROKU) and Comcast (CMCSA), said Swinburne, who added that Apple seeks a position in hardware, as an aggregator and a publisher but it is unclear if it has "a leadership position in any at this point." While Apple's global user base and "massive checkbook" mean investors and competitors should take it seriously, Swinburne also said that Netflix's (NFLX) risk appetite, singular focus, and "ability to bring the best of Silicon Valley to the best of Hollywood" may still be underestimated.
03/27/19
RHCO
03/27/19
NO CHANGE
Target $402
RHCO
Buy
Surveys suggest modest Q1 upside for domestic adds for Netflix, says SunTrust
SunTrust analyst Matthew Thornton kept his Buy rating and $402 price target on Netflix (NFLX), saying his bullish thesis remains intact after reviewing the findings of his Member, Content, and Valuation trackers along with Churn and Disney (DIS) surveys. The analyst notes that he sees in-line International paid member additions and a modest upside for domestic paid members in Q1, even though Q2 appears to be a high hurdle because of potentially lower pricing in India and potential churn in response to price increases domestically. Thornton further states that he is positive on Netflix's strengthening content slate in the first half of this year with additional "long-term opportunity around merchandising, product placement, box office, and content licensing."

TODAY'S FREE FLY STORIES

EBAY

eBay

$39.03

-0.87 (-2.18%)

16:21
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eBay achieves over $270M of GMV during Q2 »

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EBAY

eBay

$39.03

-0.87 (-2.18%)

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Hot Stocks
eBay grew active buyers by 4% across its platforms in Q2 »

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  • 17

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VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

16:20
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Options
Closing CBOE SPX and VIX Index summary for July 17th »

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SYY

Sysco

$71.75

-0.865 (-1.19%)

16:19
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CCI

Crown Castle

$131.60

-1.08 (-0.81%)

16:19
07/17/19
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16:19
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Earnings
Crown Castle reports Q2 EPS 52c, consensus 41c »

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  • 18

    Jul

TSC

TriState Capital

$19.71

-0.31 (-1.55%)

16:19
07/17/19
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16:19
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Earnings
TriState Capital reports Q2 EPS 47c, consensus 45c »

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  • 18

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PLXS

Plexus

$59.86

-1.6 (-2.60%)

16:19
07/17/19
07/17
16:19
07/17/19
16:19
Earnings
Plexus sees Q4 EPS 81c-91c, consensus 96c »

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  • 18

    Jul

EBAY

eBay

$39.03

-0.87 (-2.18%)

16:19
07/17/19
07/17
16:19
07/17/19
16:19
Earnings
eBay raises FY19 adjusted EPS view to $2.70-$2.75 from $2.64-$2.70 »

Consensus $2.69. Lowers…

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  • 17

    Jul

UMPQ

Umpqua Holdings

$16.48

-0.24 (-1.44%)

16:18
07/17/19
07/17
16:18
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16:18
Earnings
Umpqua Holdings reports Q2 EPS 51c, consensus 38c »

Q2 provision for loan and…

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  • 18

    Jul

PLXS

Plexus

$59.86

-1.6 (-2.60%)

16:17
07/17/19
07/17
16:17
07/17/19
16:17
Earnings
Plexus reports Q3 EPS 81c, consensus 81c »

Reports Q3 revenue…

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  • 18

    Jul

URI

United Rentals

$131.55

-6.05 (-4.40%)

16:17
07/17/19
07/17
16:17
07/17/19
16:17
Earnings
United Rentals narrows FY19 revenue view to $9.15B-$9.45B from $9.15B-$9.55B »

Consensus $9.36B. …

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  • 18

    Jul

EBAY

eBay

$39.03

-0.87 (-2.18%)

16:17
07/17/19
07/17
16:17
07/17/19
16:17
Earnings
eBay raises FY19 adjusted EPS view to $2.70-$2.75 from $2.64-$2.70 

FY19 consensus $2.69.

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  • 17

    Jul

FNLC

The First Bancorp

$25.51

-0.43 (-1.66%)

16:17
07/17/19
07/17
16:17
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Earnings
The First Bancorp reports Q2 EPS 59c vs. 53c last year »

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FFG

FBL Financial

$63.86

-0.08 (-0.13%)

, VOYA

Voya Financial

$56.09

-0.785 (-1.38%)

16:17
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FBL Financial names Kelli Eddy COO »

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FFG

FBL Financial

$63.86

-0.08 (-0.13%)

VOYA

Voya Financial

$56.09

-0.785 (-1.38%)

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EGBN

Eagle Bancorp

$53.43

-1.07 (-1.96%)

16:17
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Earnings
Eagle Bancorp reports Q2 EPS $1.08, consensus $1.12 »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

16:17
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Technical Analysis
NASDAQ market internals summary »

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IBM

IBM

$143.07

-0.47 (-0.33%)

16:16
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Earnings
IBM reports Q2 gross margin up 100 basis points »

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URI

United Rentals

$131.55

-6.05 (-4.40%)

16:16
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Earnings
United Rentals reports Q2 EPS $4.74, consensus $4.46 »

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  • 18

    Jul

EBAY

eBay

$39.03

-0.87 (-2.18%)

16:16
07/17/19
07/17
16:16
07/17/19
16:16
Earnings
eBay sees Q3 adjusted EPS 62c-65c, consensus 63c »

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  • 17

    Jul

$NYE

NYSE Market Internals

$0.00

(0.00%)

16:16
07/17/19
07/17
16:16
07/17/19
16:16
Technical Analysis
NYSE market internals summary »

Volume was average for…

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EBAY

eBay

$39.03

-0.87 (-2.18%)

16:15
07/17/19
07/17
16:15
07/17/19
16:15
Earnings
eBay reports Q2 adjusted EPS 68c, consensus 62c »

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  • 17

    Jul

SLG

SL Green Realty

$81.26

-0.62 (-0.76%)

16:14
07/17/19
07/17
16:14
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Earnings
SL Green Realty reports Q2 FFO $1.82, consensus $1.73 »

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  • 18

    Jul

IBM

IBM

$142.98

-0.56 (-0.39%)

16:14
07/17/19
07/17
16:14
07/17/19
16:14
Earnings
IBM backs FY19 adjusted EPS view of at least $13.90, consensus $13.90 »

Through the second…

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  • 17

    Jul

  • 18

    Jul

NYMT

New York Mortgage

$6.25

-0.01 (-0.16%)

16:14
07/17/19
07/17
16:14
07/17/19
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Earnings
New York Mortgage sees Q2 EPS 17c-19c, consensus 18c »

The Company estimates…

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NFLX

Netflix

$363.01

-2.71 (-0.74%)

16:13
07/17/19
07/17
16:13
07/17/19
16:13
Hot Stocks
Netflix down 11% in afterhours after Q2 net subscriber adds miss forecast »

Netflix shares are down…

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  • 17

    Jul

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