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DIS

Disney

$130.03

13.4 (11.49%)

08:00
04/15/19
04/15
08:00
04/15/19
08:00

Disney call buyer realizes 107% same-day gains

Notable profits for the buyer who lifted the $1.11 offer for 1,001 Disney (DIS) May-19 135 calls yesterday at 12:33ET when underlying shares were trading at $128.08. Shares closed at $130.06, and the calls at $2.30 for a mark-to-market profit of 107%, or $119K, on the $111K outlay.

  • 08

    May

DIS Disney
$130.03

13.4 (11.49%)

04/12/19
RBCM
04/12/19
NO CHANGE
Target $140
RBCM
Top Pick
Disney+ content, ARPU 'compelling', says RBC Capital
RBC Capital analyst Steven Cahall kept his Top Pick rating and $140 price target on Disney after its Investor Day, saying the presentation "exceeded expectations and should turn sentiment bullish." The analyst sees Disney+ content and expectations of average revenue per user as "compelling" while noting that the guidance for subscribers was "significantly higher" than expected. Cahall believes that Disney stock can rise above $130 "in short order" and extend gains to $140 within the next 12 months.
04/12/19
MSCO
04/12/19
NO CHANGE
Target $135
MSCO
Overweight
Morgan Stanley says Disney+ sub outlook, profitability path better than expected
Morgan Stanley analyst Benjamin Swinburne said Disney's (DIS) target for 60M-90M Disney+ subscribers by year-end 2024 was well above his prior 30M subscriber expectation and that the company's guidance for roughly 110M-160M subscriptions for its three major OTT subscription services by 2024 was also well ahead of his forecast for just over 90M. Profitability by FY24 is also earlier than his expectations, noted Swinburne, who believes Disney's expected timeline for DTC profitability has positive implications for long-term EPS. While there may be short-term pressure on Netflix (NFLX) following the Disney investor day, Swinburne advises investors use any selloff as a buying opportunity, citing his view that Netflix will still be offering greater breadth and volume of content. The analyst keeps Overweight ratings on Disney and Netflix shares.
04/12/19
04/12/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Redfin (RDFN) initiated with an Outperform at Wedbush. 2. Autodesk (ADSK) initiated with a Buy at Mizuho. 3. Upwork (UPWK) initiated with a Buy at BTIG. 4. Otter Tail (OTTR) initiated with a Buy at Maxim. 5. Disney (DIS) reinstated with an Overweight at JPMorgan. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/15/19
IMPC
04/15/19
NO CHANGE
Target $139
IMPC
Outperform
Disney price target raised to $139 from $129 at Imperial Capital
Imperial Capital analyst David Miller raised his price target for Walt Disney to $139 from $129 and maintains an Outperform rating on the shares. The stock closed Friday up 11.5%, or $13.46, to $130.06. Once the Street becomes more aware of the Disney's fiscal 2020 film slate, all three over-the-top streaming services being rolled out, both Star Wars lands being up and running, and its share buybacks resume, there's no reason why the stock cannot re-establish a trading multiple in the high-teens, Miller tells investors in a research note. Specifically, he sees the stock reaching 18 times his fiscal 2021 pro forma earnings per share estimate of $7.70.

TODAY'S FREE FLY STORIES

DE

Deere

$134.82

-11.15 (-7.64%)

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  • 17

    Jul

PDCE

PDC Energy

$36.67

-0.55 (-1.48%)

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  • 22

    May

HEI

Heico

07:11
05/20/19
05/20
07:11
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07:11
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Heico analyst commentary  »

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  • 29

    May

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    May

  • 05

    Jun

MU

Micron

$36.06

-1.37 (-3.66%)

07:11
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05/20
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Micron analyst commentary  »

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  • 23

    May

CLI

Mack-Cali Realty

$22.92

-0.12 (-0.52%)

07:10
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Hot Stocks
Mack-Cali Realty recommends stockholders vote the WHITE proxy card »

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  • 04

    Jun

07:10
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05/20
07:10
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07:10
General news
Oil prices down from highs over USD 63 »

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ZAYO

Zayo Group

$32.70

-0.09 (-0.27%)

07:10
05/20/19
05/20
07:10
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07:10
Downgrade
Zayo Group rating change  »

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  • 04

    Jun

TSLA

Tesla

$211.02

-17.56 (-7.68%)

07:09
05/20/19
05/20
07:09
05/20/19
07:09
Recommendations
Tesla analyst commentary  »

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  • 11

    Jun

ALNY

Alnylam

$67.48

-1.52 (-2.20%)

, MDCO

The Medicines Co.

$33.01

-0.19 (-0.57%)

07:08
05/20/19
05/20
07:08
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07:08
Recommendations
Alnylam, The Medicines Co. analyst commentary  »

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ALNY

Alnylam

$67.48

-1.52 (-2.20%)

MDCO

The Medicines Co.

$33.01

-0.19 (-0.57%)

03/08/13
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  • 20

    May

SPTN

SpartanNash

$14.94

-0.27 (-1.78%)

07:07
05/20/19
05/20
07:07
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07:07
Earnings
SpartanNash reaffirms FY19 adjusted EPS view $1.20-$1.50, consensus $1.69 »

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  • 20

    May

  • 22

    May

CGEN

Compugen

$3.45

0.01 (0.29%)

, BMY

Bristol-Myers

$46.84

-0.28 (-0.59%)

07:07
05/20/19
05/20
07:07
05/20/19
07:07
Hot Stocks
Compugen doses first patient in Phase 1 COM701/Opdivo study »

Compugen (CGEN) announced…

CGEN

Compugen

$3.45

0.01 (0.29%)

BMY

Bristol-Myers

$46.84

-0.28 (-0.59%)

03/08/13
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03/08/13
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03/06/13
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  • 20

    May

  • 20

    May

  • 29

    May

  • 31

    May

TRK

Speedway Motorsports

$18.14

-0.035 (-0.19%)

07:06
05/20/19
05/20
07:06
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07:06
Hot Stocks
Speedway Motorsports retains advisor to consider going private proposal »

Speedway Motorsports…

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XLNX

Xilinx

$104.76

-2.98 (-2.77%)

07:05
05/20/19
05/20
07:05
05/20/19
07:05
Recommendations
Xilinx analyst commentary at Nomura Instinet »

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NTEC

Intec Pharma

$5.29

-0.07 (-1.31%)

07:05
05/20/19
05/20
07:05
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07:05
Hot Stocks
Intec Pharma granted European patent »

Intec Pharma announces…

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07:05
05/20/19
05/20
07:05
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General news
Tech sector weighs on global stock markets »

Tech sector weighs on…

SPTN

SpartanNash

$14.94

-0.27 (-1.78%)

07:04
05/20/19
05/20
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07:04
Hot Stocks
SpartanNash sees over $20M in annual run rate cost savings over next 24 months »

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  • 20

    May

  • 22

    May

ZAYO

Zayo Group

$32.70

-0.09 (-0.27%)

07:04
05/20/19
05/20
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07:04
Downgrade
Zayo Group rating change  »

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03/06/13
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  • 04

    Jun

VFF

Village Farms

$13.33

-0.47 (-3.41%)

07:04
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Village Farms: Pure Sunfarms receives SPL from Health Canada »

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KKR

KKR

$24.67

0.01 (0.04%)

07:03
05/20/19
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KKR, Western Natural Resources form partnership to pursue oil, gas investments »

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  • 11

    Jun

SPTN

SpartanNash

$14.94

-0.27 (-1.78%)

07:03
05/20/19
05/20
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07:03
Earnings
SpartanNash reports Q1 adjusted EPS 24c, consensus 34c »

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  • 20

    May

  • 22

    May

LOW

Lowe's

$109.00

0.11 (0.10%)

07:02
05/20/19
05/20
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07:02
Hot Stocks
Lowe's acquires Retail Analytics platform from Boomerang Commerce »

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  • 22

    May

  • 31

    May

TOO

Teekay Offshore Partners

$1.16

-0.05 (-4.13%)

, BBU

Brookfield Business Partners

$38.53

-0.29 (-0.75%)

07:01
05/20/19
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07:01
Hot Stocks
Teekay Offshore receives unsolicited offer from Brookfield Business Partners »

Teekay Offshore Partners…

TOO

Teekay Offshore Partners

$1.16

-0.05 (-4.13%)

BBU

Brookfield Business Partners

$38.53

-0.29 (-0.75%)

03/08/13
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07:00
05/20/19
05/20
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07:00
General news
S&P 500 futures turned quite sharply lower »

S&P 500 futures…

KO

Coca-Cola

$49.22

-0.34 (-0.69%)

06:57
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Hot Stocks
Coca-Cola says will maintain its majority stake in Coca-Cola Beverages Africa »

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AAPL

Apple

$188.97

-0.93 (-0.49%)

, DELL

Dell Technologies

$69.48

-0.28 (-0.40%)

06:54
05/20/19
05/20
06:54
05/20/19
06:54
Periodicals
Apple, Dell set to sell back preferred shares to Toshiba Memory, WSJ reports »

Apple (AAPL), Dell…

AAPL

Apple

$188.97

-0.93 (-0.49%)

DELL

Dell Technologies

$69.48

-0.28 (-0.40%)

STX

Seagate

$45.21

-0.69 (-1.50%)

TOSBF

Toshiba, also use TOSYY

$0.00

(0.00%)

TOSYY

Toshiba, also use TOSBF

$0.00

(0.00%)

03/08/13
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03/06/13
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  • 30

    May

  • 03

    Jun

  • 06

    Jun

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