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ATVI

Activision Blizzard

$47.12

-0.54 (-1.13%)

, EA

Electronic Arts

$98.87

-1.28 (-1.28%)

10:36
04/04/19
04/04
10:36
04/04/19
10:36

Stifel slightly more negative after tracking consumer interest for video games

Citing his monthly analysis tracking consumer interest for video games on various web sites and services, Stifel analyst Drew Crum says he slightly more negative. Regarding Activision Blizzard (ATVI), the analyst notes that lower results for Call of Duty more than offset healthy sales of Sekiro, while for Electronic Arts (EA) Apex Legends engagement metrics were mixed, though overall momentum appeared to slow month over month. Regarding Take-Two (TTWO), Red Dead Redemption 2 drove year over year increases for the company, but experienced sequential declines following a price cut in February, he contended.

ATVI

Activision Blizzard

$47.12

-0.54 (-1.13%)

EA

Electronic Arts

$98.87

-1.28 (-1.28%)

TTWO

Take-Two

$94.38

-3.54 (-3.62%)

  • 02

    May

ATVI Activision Blizzard
$47.12

-0.54 (-1.13%)

04/01/19
WEDB
04/01/19
NO CHANGE
Target $56
WEDB
Outperform
Activision Blizzard added to Best Ideas List at Wedbush
Wedbush added Activision Blizzard to its Best Ideas List, saying it is well positioned to deliver significant outperformance in 2019 and outsized growth in 2020. A flattish performance for Call of Duty units, King outperformance, and mobile strength could drive FY19 EPS closer to $2.40, well above guidance of $2.10, before taking into account Call of Duty on mobile in China and a new Call of Duty esports league, the firm contends, adding that a $3 EPS figure in 2020 is possible from multiple call options, with the shares worth $60 on that potential scenario. Wedbush analyst Michael Pachter has an Outperform rating and $56 price target on the stock.
03/26/19
MSCO
03/26/19
NO CHANGE
MSCO
Apple Arcade doesn't pose major threat to game makers, says Morgan Stanley
After Apple (AAPL) announced Arcade, a subscription service for mobile games, Morgan Stanley Brian Nowak said the service does not currently pose a major competitive threat to large game publishers Activision Blizzard (ATVI), Electronic Arts (EA) or Take-Two (TTWO). Apple's service doesn't include AAA quality content substitutable for their key franchises and didn't disclose plans to create its own first-party content, noted Nowak, who said that Apple could potentially be a direct competitor to mobile-focused Zynga (ZNGA). However, the overlap is limited by the fact that Zynga focuses exclusively on free-to-play, Nowak added.
03/21/19
03/21/19
NO CHANGE

SunTrust says reviews of Activision Blizzard's Sekiro 'extremely strong'
SunTrust analyst Matthew Thornton maintained a Buy rating on Activision Blizzard ahead of the company's Friday release of Sekiro. The analyst noted that reviews for Sekiro have been "extremely strong," which he said was a positive datapoint for Q1, as the firm's model assumes only 1M units for Sekiro.
03/19/19
BARD
03/19/19
NO CHANGE
BARD
Stadia announcement positive for Google and game publishers, says Baird
Following Google's (GOOGL) announcement of details on it's cloud video game streaming platform, "Stadia," Baird analyst Colin Sebastian said he views the announcement as positive both for Google and for game publishers such as Activision Blizzard (ATVI), Electronic Arts (EA) and Take-Two (TTWO). The gaming platform has "impressive technical capabilities" and will support third-party game development, noted Sebastian, who added that he views the hiring of Jade Raymond as a sign Google sees significant long-term opportunity in digital entertainment.
EA Electronic Arts
$98.87

-1.28 (-1.28%)

04/03/19
PIPR
04/03/19
NO CHANGE
Target $114
PIPR
Overweight
Electronic Arts price target raised to $114 from $111 at Piper Jaffray
Piper Jaffray analyst Michael Olson raised his price target for Electronic Arts to $114 from $111 and maintains an Overweight rating on the shares. After a volatile start for Apex Legends, the game appears to be stabilizing at levels that approximate 30%-40% of Fortnite viewing/viewers on Twitch, Olson tells investors in a research note. With the game "staying relatively stable for the past three weeks," the analyst says he's more confident in incorporating a "meaningful contribution" to EA's revenue, "albeit, still maintaining a conservative stance due to limited history of the game."
03/22/19
OPCO
03/22/19
NO CHANGE
Target $88
OPCO
Outperform
Electronic Arts' Apex Legends has staying power, says Oppenheimer
Oppenheimer analyst Andrew Uerkwitz reiterated an Outperform rating and $88 target on Electronic Arts, citing his follow-up analysis on Apex Legends. Based on the recent developments with the Battle Royale genre, Uerkwitz tells investors in a research note that he believes Apex Legends has staying power as a leading hardcore battle royale shooter. The analyst says he is gaining confidence that the low end of his revenue range is too low.
03/21/19
RHCO
03/21/19
NO CHANGE
RHCO
SunTrust highlights positive data points for Electronic Arts
SunTrust analyst Matthew Thornton maintained a Buy rating on Electronic Arts, noting that Battlefield Firestorm battle royale mode releases on March 25, with "generally positive" early trade press reviews. The analyst also highlighted SuperData's monthly report, including 1. SuperData estimated Apex Legends did ~$92M in revenue in February, which would be the best launch month of any free-to-play game in history, and 2. SuperData estimated Anthem did greater than$100M in digital revenue in February. Thornton said he believes both of these data points were positive for EA's Q4.
TTWO Take-Two
$94.38

-3.54 (-3.62%)

03/26/19
SPHN
03/26/19
NO CHANGE
Target $110
SPHN
Overweight
Take-Two potential with Borderlands 3 may be overlooked, says Stephens
Stephens analyst Jeff Cohen said it is widely expected that Gearbox Software will reveal Borderlands 3 when the company present at PAX East in Boston on Thursday. While he believes Red Dead Online will likely drive Take-Two's near-term stock performance, Cohen also thinks the potential of Borderlands 3 may be overlooked by some investors. While there has been some fan backlash to the exclusive strategy for the Epic Games Store, Cohen also said there is a strong monetary incentive to launch Borderlands 3 exclusively on Epic. He maintains an Overweight rating and $110 price target on Take-Two shares.
02/13/19
SPHN
02/13/19
NO CHANGE
Target $57
SPHN
Overweight
Activision Blizzard transition year creates buying opportunity, says Stephens
Stephens analyst Jeff Cohen noted that Activision Blizzard (ATVI), like peers Electronic Arts (EA) and Take-Two (TTWO), gave 2019 guidance that was significantly below consensus and framed it as a transition year. Cohen, who said he feels confident now is the time to be buying as 2019 should represent the trough of earnings power, lowered his price target on the shares to $57 from $65 but keeps an Overweight rating on Activision Blizzard shares.

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WMT

Walmart

$103.51

0.45 (0.44%)

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UBS

UBS

$13.16

0.07 (0.53%)

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FB

Facebook

$182.64

-1.13 (-0.61%)

05:38
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UBS

UBS

$13.16

0.07 (0.53%)

05:37
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PYPL

PayPal

$107.18

0.27 (0.25%)

05:35
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NOW

ServiceNow

$242.41

-1.085 (-0.45%)

05:32
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CTXS

Citrix

$100.45

-0.4 (-0.40%)

05:29
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ALGN

Align Technology

$297.12

1.14 (0.39%)

05:27
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MSFT

Microsoft

$125.00

-0.5 (-0.40%)

05:24
04/25/19
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Microsoft analyst commentary  »

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IRBT

iRobot

$100.39

-30.03 (-23.03%)

05:21
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iRobot analyst commentary at Piper Jaffray »

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SWI

SolarWinds

$19.77

0.325 (1.67%)

05:17
04/25/19
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  • 16

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XLNX

Xilinx

$139.79

2.66 (1.94%)

05:15
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Downgrade
Xilinx rating change  »

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SIRI

Sirius XM

$5.71

-0.43 (-7.00%)

05:13
04/25/19
04/25
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Upgrade
Sirius XM rating change  »

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APC

Anadarko

$71.41

7.29 (11.37%)

05:07
04/25/19
04/25
05:07
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05:07
Downgrade
Anadarko rating change  »

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CARO

Carolina Financial

$36.91

0.49 (1.35%)

05:06
04/25/19
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Earnings
Carolina Financial reports Q1 operating EPS 65c, consensus 69c »

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  • 25

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JBAXY

Julius Baer

$0.00

(0.00%)

05:06
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05:06
Downgrade
Julius Baer rating change  »

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GD

General Dynamics

$180.67

-1.66 (-0.91%)

05:04
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Upgrade
General Dynamics rating change at JPMorgan »

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NAVI

Navient

$12.96

0.51 (4.10%)

05:03
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PTC

PTC

$101.94

1.12 (1.11%)

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DB

Deutsche Bank

$8.50

-0.04 (-0.47%)

04:59
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Earnings
Deutsche Bank expects Q1 net income EUR 200M, revenue EUR 6.4B »

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DB

Deutsche Bank

$8.50

-0.04 (-0.47%)

, CRZBY

Commerzbank

$0.00

(0.00%)

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DB

Deutsche Bank

$8.50

-0.04 (-0.47%)

CRZBY

Commerzbank

$0.00

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CRZBY

Commerzbank

$0.00

(0.00%)

, DB

Deutsche Bank

$8.50

-0.04 (-0.47%)

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