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NFLX

Netflix

$369.75

2.35 (0.64%)

, GOOG

Alphabet

$1,206.44

6.44 (0.54%)

08:28
04/04/19
04/04
08:28
04/04/19
08:28

Cowen says latest U.S. survey shows Netflix maintains living room lead

Cowen analyst John Blackledge said he expect solid results from Netflix (NFLX) when the company reports Q1 earnings on April 16, noting that the company's Original programming hours are up 34% year-over-year, which he views as a tailwind. The firm's monthly recurring proprietary survey of 2,500 U.S. consumers again highlighted Netflix's "leadership in the living room," particularly among Millennials, said Blackledge. When asked which platforms they use most often to view video content on TV, Netflix held the top position with 26.2% of total survey respondents, followed by basic cable, broadcast television and Google's (GOOGL) YouTube, noted Blackledge. He keeps an Outperform rating and $455 price target on Netflix shares.

NFLX

Netflix

$369.75

2.35 (0.64%)

GOOG

Alphabet

$1,206.44

6.44 (0.54%)

GOOGL

Alphabet Class A

$1,210.94

7.89 (0.66%)

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    Oct

NFLX Netflix
$369.75

2.35 (0.64%)

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.
04/02/19
RSBL
04/02/19
INITIATION
Target $350
RSBL
Neutral
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.
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."
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.
GOOG Alphabet
$1,206.44

6.44 (0.54%)

04/02/19
CHLM
04/02/19
NO CHANGE
Target $8
CHLM
Buy
Chrome changes overblown, buying opportunity for Rubicon, says Craig-Hallum
Craig-Hallum analyst Jason Kreyer believes the recent pullback in Rubicon Project (RUBI) shares creates a buying opportunity. Shares were down nearly 10% last week following rumors that Google (GOOG) could make privacy changes to its Chrome browser, he notes. The analyst does not anticipate this creating any fundamental headwinds for Rubicon Project and believes management's focus on releasing a suite of tools for publishers positions the company for further competitive gains. He reiterates a Buy rating and $8 price target on Rubicon's shares.
04/01/19
COWN
04/01/19
NO CHANGE
COWN
FTC officials seem to spotlight Facebook, Amazon for scrutiny, says Cowen
After FTC Chairman Joe Simons and Competition Bureau Director Bruce Hoffman spoke at the American Bar Association's annual antitrust conference on Friday, Cowen analyst Paul Gallant said his read of some of Simons' comments on "consummated mergers" is that they seem directed toward Facebook (FB) deals like Instagram and Whatsapp and/or Google's (GOOGL) past ad tech acquisitions. Hoffman "also seemed to lean forward on tech," said Gallant, who sees some of Hoffman's comments on a prior ruling about American Express (AXP) as making Amazon (AMZN) more of an antitrust target than he expected. The analyst also noted that Sarah Oxenham-Allen, Chair of the State Attorney Generals Task Force on Antitrust, spoke at the event and he sees her comments as underscoring that state AGs are a "legitimate threat" on antitrust and privacy for Facebook and Google.
03/28/19
MSCO
03/28/19
NO CHANGE
MSCO
Local ad survey positive for Google and Facebook, says Morgan Stanley
Morgan Stanley analysts led by Benjamin Swinburne and Brian Nowak said the firm's annual local ad survey showed that expectations to grow marketing budgets remained robust. The survey results were positive for Google parent Alphabet (GOOGL) and Facebook (FB), as Google's search and Instagram stood out as having strong year-over-year increases in the number of small and medium businesses pointing to each as providing "the highest ROI," the analysts noted. Twitter (TWTR) and Yelp (YELP) both fell in terms of usage by local advertisers, the analysts also noted. Outdoor continues to slowly pick up budget share, according to the survey, which makes the analysts incrementally positive on Lamar Advertising (LAMR) and Outfront Media (OUT), they added.
03/27/19
JEFF
03/27/19
NO CHANGE
Target $200
JEFF
Buy
Jefferies still bullish on Trade Desk's long-term prospects amid Chrome talk
Trade Desk (TTD) shares have dropped amid rumors of Google (GOOG, GOOGL) potentially limiting third party cookies in Chrome, Jefferies analyst Brent Thill tells investors in a research note. The analyst says that with the stock up 60% year-to-date, he understands "uncertainty causing a pullback." However, he believes Trade Desk's position as a "scaled, independent, omnichannel platform" positions it to aid advertisers in an evolving high velocity landscape. After speaking to industry contacts, Thill says details remain sparse on any potential changes. Nonetheless, he remains bullish on Trade Desk's long-term prospects and keeps a Buy rating on the shares with a $200 price target.
GOOGL Alphabet Class A
$1,210.94

7.89 (0.66%)

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NTDOY

Nintendo

$0.00

(0.00%)

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ARGO

Argo Group

$74.46

0.515 (0.70%)

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SJW

SJW Corp.

$61.56

0.3 (0.49%)

18:03
04/24/19
04/24
18:03
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18:03
Earnings
SJW Corp. reports Q1 EPS 21c with items, consensus 14c »

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CE

Celanese

$110.96

-1.19 (-1.06%)

18:02
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Hot Stocks
Celanese announces acetyl intermediates price increases »

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ISTR

Investar Holding

$22.45

-0.09 (-0.40%)

18:02
04/24/19
04/24
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18:02
Earnings
Investar Holding reports Q1 EPS 46c, consensus 45c »

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MSFT

Microsoft

$125.00

-0.5 (-0.40%)

18:00
04/24/19
04/24
18:00
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18:00
Earnings
Microsoft sees total Q4 revenue at implied $32.2B-$32.9B, consensus $32.63B »

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ISBC

Investors Bancorp

$12.27

0.07 (0.57%)

17:52
04/24/19
04/24
17:52
04/24/19
17:52
Earnings
Investors Bancorp reports Q1 EPS 18c, consensus 20c »

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FB

Facebook

$182.64

-1.13 (-0.61%)

17:51
04/24/19
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Hot Stocks
Facebook CEO says 'quite focused on' commerce and payments »

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FB

Facebook

$182.64

-1.13 (-0.61%)

17:42
04/24/19
04/24
17:42
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17:42
Hot Stocks
Facebook says encrypted communications to be big focus in next couple of years »

Says shift to encrypted…

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CLB

Core Laboratories

$72.91

-1.605 (-2.15%)

17:42
04/24/19
04/24
17:42
04/24/19
17:42
Earnings
Core Laboratories sees Q2 EPS 47c-50c, consensus 49c »

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CLB

Core Laboratories

$72.91

-1.605 (-2.15%)

17:41
04/24/19
04/24
17:41
04/24/19
17:41
Earnings
Core Laboratories reports Q1 adjusted EPS 44c, consensus 43c »

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MSFT

Microsoft

$125.00

-0.5 (-0.40%)

17:41
04/24/19
04/24
17:41
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17:41
Hot Stocks
Microsoft CEO says LinkedIn saw 'record level of engagement' in Q3 »

Says LinkedIn marketing…

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TSLA

Tesla

$258.70

-5.15 (-1.95%)

17:40
04/24/19
04/24
17:40
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17:40
Hot Stocks
Tesla CEO Musk says large number of vehicle deliveries shifted into Q2 »

Says: Expects 1M robo…

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FB

Facebook

$182.64

-1.13 (-0.61%)

17:33
04/24/19
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Hot Stocks
Facebook sees changes making mobile ad targeting more difficult »

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PKG

Packaging Corp.

$98.86

0.33 (0.33%)

17:32
04/24/19
04/24
17:32
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17:32
Earnings
Breaking Earnings news story on Packaging Corp. »

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PKG

Packaging Corp.

$98.86

0.33 (0.33%)

17:30
04/24/19
04/24
17:30
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17:30
Hot Stocks
Breaking Hot Stocks news story on Packaging Corp. »

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TSLA

Tesla

$258.70

-5.15 (-1.95%)

17:30
04/24/19
04/24
17:30
04/24/19
17:30
Earnings
Tesla expects to significantly reduce loss in Q2, return to profitability in Q3 »

Tesla CEO Elon Musk said,…

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  • 24

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FOLD

Amicus

$13.15

-0.12 (-0.90%)

17:30
04/24/19
04/24
17:30
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17:30
Syndicate
Breaking Syndicate news story on Amicus »

Amicus files automatic…

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FB

Facebook

$182.64

-1.13 (-0.61%)

17:29
04/24/19
04/24
17:29
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17:29
Hot Stocks
Facebook says number of ad impressions served across all services rose 32% in Q1 »

Comments taken from Q1…

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PKG

Packaging Corp.

$98.86

0.33 (0.33%)

17:29
04/24/19
04/24
17:29
04/24/19
17:29
Earnings
Packaging Corp. reports Q1 adjusted EPS $1.98, consensus $1.96 »

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TSLA

Tesla

$258.70

-5.15 (-1.95%)

17:29
04/24/19
04/24
17:29
04/24/19
17:29
Earnings
Tesla sees 2019 capital expenditures of $2.0B-$2.5B »

Tesla CEO Elon Musk said,…

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  • 24

    Apr

MEOH

Methanex

$57.37

-1.63 (-2.76%)

17:28
04/24/19
04/24
17:28
04/24/19
17:28
Earnings
Methanex reports Q1 adjusted EPS 73c, consensus 88c »

Reports Q1 revenue $733M,…

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  • 25

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TSLA

Tesla

$258.70

-5.15 (-1.95%)

17:27
04/24/19
04/24
17:27
04/24/19
17:27
Earnings
Tesla sees energy generation, storage revenue increasing 'significantly' in 2019 »

Tesla CEO Elon Musk said,…

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  • 24

    Apr

MKGI

Monaker Group

$2.62

(0.00%)

17:27
04/24/19
04/24
17:27
04/24/19
17:27
Syndicate
Monaker Group files to sell common stock, no amount given »

Roth Capital Partners is…

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TSLA

Tesla

$258.70

-5.15 (-1.95%)

17:26
04/24/19
04/24
17:26
04/24/19
17:26
Earnings
Tesla CEO sees order rate continuing to increase throughout year »

Tesla CEO Elon Musk said,…

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  • 24

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