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DIS

Disney

$112.63

0.68 (0.61%)

07:24
04/04/19
04/04
07:24
04/04/19
07:24

Disney reinstated with a Buy at Goldman Sachs

Goldman Sachs analyst Drew Borst reinstated coverage of Disney with a Buy rating and $142 price target. The close of the Fox acquisition and the approaching debut of the Disney+ streaming service in late 2019 "marks a momentous shift" in the company's content monetization model from third-party licensing to direct-to-consumer streaming, Borst tells investors in a research note. He sees the Fox acquisition resulting in economies of scale and views Disney+ as a positive long-term strategy. And with the focus by investors on these two events, the market may be underappreciating the growth in Disney's core Parks, Film and CP businesses, says the analyst.

  • 11

    Apr

  • 08

    May

DIS Disney
$112.63

0.68 (0.61%)

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."
04/02/19
RSBL
04/02/19
INITIATION
Target $150
RSBL
Buy
Disney reinstated with a Buy at Rosenblatt
Rosenblatt analyst Mark Zgutowicz reinstated Disney with a Buy and $150 price target citing compelling risk/reward based on the probability of success of Disney+. The analyst said Disney has strong tested Direct-to-Consumer, or DTC, IP and a superb rack record of investing and executing on plan and expects DTC investments, combined with the Fox asset acquisition, to return the company to double-digit earnings CAGR in 2021 and beyond.
04/02/19
JPMS
04/02/19
NO CHANGE
Target $435
JPMS
Overweight
Netflix recent underperformance brings good buying opportunity, says JPMorgan
Netflix (NFLX) shares are up 4% since its Q4 earnings report but are still underperforming the S&P 500 Index's 9% rally and average Internet peer gain of 8% despite the "strong" results, JPMorgan analyst Doug Anmuth tells investors in a research note. The analyst believes Netflix shares have been weighed down by uncertainty around the U.S./Latin America price increase impact on churn net additions in the first half of 2019, as well as the overhang from competitor launches out of Disney (DIS) and Apple (AAPL). However, the recent Netflix share price underperformance represents a good buying opportunity, Anmuth contends. He notes that he recently added the stock as one of his top picks along with Facebook (FB), Amazon.com (AMZN) and Twitter (TWTR). Anmuth believes the underlying secular shift toward on-demand entertainment "remains strong" and that competitive fears around Netflix are overdone. The company is on track to have 200M-plus global paid subscribers in 2021 and its U.S. revenue growth should accelerate from Q1 levels through 2019, contends the analyst. He reiterates an overweight rating on Netflix with a $435 price target, which represents 19% upside from current levels. The streaming service closed yesterday up $10.40, or 3%, to $366.96.
04/03/19
LEHM
04/03/19
NO CHANGE
Target $130
LEHM
Overweight
Disney shares a 'story without a concrete financial anchor,' says Barclays
While current investor attention is focused more on Disney's (DIS) new over-the-top product launch, the company will have to "focus equally on process to maximize impact," Barclays analyst Kannan Venkateshwar told investors in a research note earlier today. Disney "needs to focus on shoring up valuation as it will become tough to pivot the story and invest aggressively if the stock doesn't hold up," claims Venkateshwar. "At present, Disney stock is a story without a concrete financial anchor," he contends. The analyst thinks Disney at its investor day needs to quantity the scale of its over-the-top subscriber opportunity as well as the scale of its investments. He pegs the global addressable market for Disney+ at 455M subscribers and says the company has the potential to add 170M subs between Disney+, Hulu, and ESPN+ by 2025 "using relatively conservative assumptions." This would make Disney's streaming service comparable in scale to Netflix (NFLX) and Amazon (AMZN), says Venkateshwar. Given the build-up in expectations, "anything less (or silence on TAM) would be a disappointment for investors," he writes. The analyst has an Overweight rating on Disney with a $130 price target.

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$117.39

-1.01 (-0.85%)

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$60.98

-0.235 (-0.38%)

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DOV

Dover

$96.81

-0.66 (-0.68%)

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ViewRay

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NICE

Nice

$130.90

2.04 (1.58%)

, VRNT

Verint

$60.20

-1.49 (-2.42%)

06:48
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Upgrade
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NICE

Nice

$130.90

2.04 (1.58%)

VRNT

Verint

$60.20

-1.49 (-2.42%)

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SON

Sonoco

$60.98

-0.235 (-0.38%)

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GM

General Motors

$39.99

0.42 (1.06%)

06:47
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SON

Sonoco

$60.98

-0.235 (-0.38%)

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DOV

Dover

$96.81

-0.66 (-0.68%)

06:47
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AVY

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$113.69

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Synchrony

$33.22

0.06 (0.18%)

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Urovant Sciences

$8.38

-0.46 (-5.20%)

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TSM

TSMC

$44.37

1.17 (2.71%)

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$0.00

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TSMC

$44.37

1.17 (2.71%)

SSNLF

Samsung

$0.00

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QCOM

Qualcomm

$79.09

4.84 (6.52%)

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ETRN

Equitrans Midstream

$21.77

0.3 (1.40%)

, EQM

EQT Midstream Partners

$45.61

-0.06 (-0.13%)

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ETRN

Equitrans Midstream

$21.77

0.3 (1.40%)

EQM

EQT Midstream Partners

$45.61

-0.06 (-0.13%)

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TVTY

Tivity Health

$19.85

-0.4 (-1.98%)

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HON

Honeywell

$162.92

0.12 (0.07%)

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DDAIF

Daimler AG

$0.00

(0.00%)

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KEY

KeyCorp

$17.17

0.27 (1.60%)

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MPSYF

Morphosys AG

$0.00

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06:39
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MOR

MorphoSys

$24.75

-0.16 (-0.64%)

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