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ROKU

Roku

$68.65

-1.85 (-2.62%)

, T

AT&T

$31.87

0.17 (0.54%)

09:06
04/04/19
04/04
09:06
04/04/19
09:06

Roku adds HBO to premium subscriptions on Roku Channel

Roku (ROKU) announced that HBO will be available via Premium Subscriptions on The Roku Channel, making it easy to access all of HBO's groundbreaking original series in their entirety, plus hit movies, documentaries, live programming, and more. Additionally, Cinemax will soon be available via Premium Subscriptions on The Roku Channel. HBO joins an array of 25+ popular premium subscriptions already available on The Roku Channel. HBO is owned by AT&T (T).

ROKU

Roku

$68.65

-1.85 (-2.62%)

T

AT&T

$31.87

0.17 (0.54%)

  • 24

    Apr

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    Apr

  • 06

    May

  • 07

    May

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    May

ROKU Roku
$68.65

-1.85 (-2.62%)

04/01/19
KEYB
04/01/19
NO CHANGE
Target $76
KEYB
Overweight
Roku price target raised to $76 from $63 at KeyBanc
KeyBanc analyst Evan Wingren raised his price target for Roku to $76 from $63 given momentum of the platform business and potential for upside revisions to estimates, recent partnerships signaling strategic value of Roku's ad platform, and intra-quarter data checks suggesting strong engagement/monetization. The analyst reiterates an Overweight rating on the shares.
04/02/19
RSBL
04/02/19
INITIATION
RSBL
Neutral
Roku initiated with a Neutral at Rosenblatt
Rosenblatt analyst Mark Zgutowicz initiated Roku with a Neutral and $63 price target citing compressing advertising margins as it competes for high-priced premium inventory, required to package non-premium Roku Channel inventory, that it then must resell at a bigger premium.
04/04/19
GUGG
04/04/19
DOWNGRADE
GUGG
Neutral
Roku downgraded to Neutral from Buy at Guggenheim
04/04/19
GUGG
04/04/19
DOWNGRADE
Target $72
GUGG
Neutral
Guggenheim downgrades Roku on increasing competition from Apple, Amazon
Guggenheim analyst Michael Morris downgraded Roku (ROKU) to Neutral from Buy and lowered his price target for the shares to $72 from $77. The stock closed yesterday down 3%, or $2.04, to $68.60. Morris this morning also upgraded Facebook (FB) to Buy from Neutral with a $200 price target. Apple's (AAPL) video product unveiled on March 25 represents an additional risk to Roku's active user base, the analyst tells investors in a research note. Further, Amazon's (AMZN) and Viacom's (VIAB) greater pushes into advertising video on demand are also increasing competition on Roku, Morris contends. He adds that Roku CFO Steve Louden's sale of 100,000 shares has also "shaken" his confidence in the stock. Nonetheless, the analyst's view of the "strong" secular streaming and targeted video advertising tailwinds that the company is positioned to benefit from is unchanged.
T AT&T
$31.87

0.17 (0.54%)

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.
03/27/19
JPMS
03/27/19
NO CHANGE
JPMS
Fundamentals across cable remain strong, says JPMorgan
Sustained household formation and wage growth, along with a pullback in promotional activity at AT&T (T), the main competitor to most multi-service operators, keeps fundamentals across cable strong, JPMorgan analyst Philip Cusick tells investors in a research note. In 2018, the U.S. added ~1.5m households for the second year in a row, "which sets up the wireline video and broadband ecosystems well in 2019," says the analyst. Altice USA (ATUS) and Charter Communications (CHTR) are both on the JPMorgan's Analyst Focus List, and Comcast (CMCSA) is Cusick's favorite mega-cap service provider. The analyst is "wary" of the multiple of Underweight-rated Cable One (CABO), but admits its operational momentum seems strong.
03/29/19
03/29/19
UPGRADE
Target $35

Buy
Viacom upgraded to Buy at Loop Capital on de-risked AT&T loss
As previously reported, Loop Capital analyst Alan Gould upgraded Viacom (VIAB) to Buy from Hold with a price target of $35. The analyst cites the company's loss of its biggest distributor AT&T (T) having been de-risked which, he believes, raises the likelihood of a Viacom merger with CBS (CBS). Gould adds that despite the renewed distribution deal with AT&T, investors can accumulate shares at a lower price than a few weeks ago, resulting in a "positive risk-reward" for Viacom.

TODAY'S FREE FLY STORIES

SCHW

Charles Schwab

$45.57

-0.53 (-1.15%)

17:04
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04/19
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Conference/Events
Charles Schwab to hold a webcast »

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MMNFF

MedMen

$0.00

(0.00%)

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MedMen announces resignations of COO and General Counsel »

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TKC

Turkcell

$5.49

-0.175 (-3.09%)

11:08
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04/19
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Hot Stocks
Turkcell sees conclusion of $4.2B lawsuit against MTN this year »

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FCCY

1st Constitution Bancorp

$18.07

-0.14 (-0.77%)

11:05
04/19/19
04/19
11:05
04/19/19
11:05
Earnings
1st Constitution Bancorp reports Q1 EPS 39c, two estimates 36c »

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QUMU

Qumu

$2.83

-0.035 (-1.22%)

11:03
04/19/19
04/19
11:03
04/19/19
11:03
Hot Stocks
Qumu announces death of director Thomas Madison »

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  • 01

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FAT

Fat Brands

$5.15

0.065 (1.28%)

10:54
04/19/19
04/19
10:54
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10:54
Hot Stocks
Fat Brands announces development of Fatburger concept in Albuquerque »

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HRTG

Heritage Insurance

$14.32

0.25 (1.78%)

10:52
04/19/19
04/19
10:52
04/19/19
10:52
Hot Stocks
Heritage Insurance announces preliminary Q1 catastrophe losses of $15.4M »

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  • 01

    May

COTY

Coty

$11.27

0.02 (0.18%)

10:48
04/19/19
04/19
10:48
04/19/19
10:48
Hot Stocks
Coty notes extension of tender offer by affiliate of JAB Holding Company »

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NTES

NetEase

$265.88

-2.34 (-0.87%)

10:45
04/19/19
04/19
10:45
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10:45
Hot Stocks
NetEase announces music license agreement with Nippon Columbia »

NetEase Cloud Music…

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09:10
04/19/19
04/19
09:10
04/19/19
09:10
General news
Today's U.S. housing report revealed March declines »

Today's U.S. housing…

08:45
04/19/19
04/19
08:45
04/19/19
08:45
General news
U.S. housing starts fell 0.3% to 1.139 M in March »

U.S. housing starts fell…

08:15
04/19/19
04/19
08:15
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08:15
General news
Housing Starts to be reported at 08:30 »

March Housing Starts will…

08:15
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04/19
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General news
Housing Starts Permits to be reported at 08:30 »

March Housing Starts…

08:05
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04/19
08:05
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General news
U.S. housing starts preview: »

U.S. housing starts…

NDEKY

Nitto Denko

$0.00

(0.00%)

06:53
04/19/19
04/19
06:53
04/19/19
06:53
Downgrade
Nitto Denko rating change at Goldman Sachs »

Nitto Denko downgraded to…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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CURO

Curo Group

$10.96

0.16 (1.48%)

04:55
04/19/19
04/19
04:55
04/19/19
04:55
Conference/Events
Curo Group management to meet with Jefferies »

Meeting to be held in…

03/08/13
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  • 19

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  • 05

    Jun

  • 13

    Nov

04:55
04/19/19
04/19
04:55
04/19/19
04:55
General news
Breaking General news story  »

Week of 4/19 Baker-Hughes…

04:55
04/19/19
04/19
04:55
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04:55
General news
Housing Starts Permits to be reported at 08:30 »

March Housing Starts…

AON

Aon plc

$175.38

-0.14 (-0.08%)

, MMC

Marsh & McLennan

$93.76

-0.62 (-0.66%)

04:55
04/19/19
04/19
04:55
04/19/19
04:55
Conference/Events
Willis Towers Watson »

Analyst Klauber holds a…

AON

Aon plc

$175.38

-0.14 (-0.08%)

MMC

Marsh & McLennan

$93.76

-0.62 (-0.66%)

WLTW

Willis Towers Watson

$177.37

0.45 (0.25%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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04:55
04/19/19
04/19
04:55
04/19/19
04:55
General news
Housing Starts to be reported at 08:30 »

March Housing Starts will…

ISRG

Intuitive Surgical

$528.04

3.29 (0.63%)

21:07
04/18/19
04/18
21:07
04/18/19
21:07
Recommendations
Intuitive Surgical analyst commentary at Piper Jaffray »

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03/08/13
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  • 18

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UBER

Uber

$0.00

(0.00%)

, TM

Toyota

$125.10

0.93 (0.75%)

20:35
04/18/19
04/18
20:35
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20:35
Hot Stocks
Uber confirms investment from Toyota, DENSO and SoftBank Vision Fund »

Toyota Motor (TM), Denso…

UBER

Uber

$0.00

(0.00%)

TM

Toyota

$125.10

0.93 (0.75%)

DNZOY

Denso

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

03/08/13
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  • 05

    Jun

FIX

Comfort Systems USA

$57.58

0.06 (0.10%)

20:08
04/18/19
04/18
20:08
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20:08
Hot Stocks
Comfort Systems USA discloses ransomware attack virus »

The company states:…

03/08/13
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  • 05

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NSANY

Nissan

$0.00

(0.00%)

, RNSDF

Renault

$0.00

(0.00%)

19:29
04/18/19
04/18
19:29
04/18/19
19:29
Periodicals
Nissan to cut global output by 15% in FY19/20, Nikkei reports »

Nissan Motor (NSANY) will…

NSANY

Nissan

$0.00

(0.00%)

RNSDF

Renault

$0.00

(0.00%)

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03/06/13
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