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NFLX

Netflix

$348.88

-2.26 (-0.64%)

06:55
04/16/19
04/16
06:55
04/16/19
06:55

Netflix upgraded to Buy from Hold at Deutsche Bank

Deutsche Bank analyst Bryan Kraft upgraded Netflix to Buy from Hold ahead of tonight's Q1 results.

  • 16

    Apr

NFLX Netflix
$348.88

-2.26 (-0.64%)

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.
04/15/19
RHCO
04/15/19
NO CHANGE
Target $402
RHCO
Buy
Netflix monthly tracker points to modest Q1 upside, says SunTrust
SunTrust analyst Matthew Thornton kept his Buy rating and $402 price target on Netflix ahead of its earnings tomorrow, saying his proprietary tracker for subscriber adds indicates Q1 coming in-line domestically with a modest upside internationally. For Q2, the analyst sees consensus domestically being a "high hurdle" for his tracker and a low hurdle internationally. Thornton adds that his Content Tracker for Netflix "was up nicely" in Q1 while valuation shows the stock trading well off the highs based on sales and EBITDA multiples relative to the S&P500.
04/15/19
STFL
04/15/19
NO CHANGE
Target $400
STFL
Buy
Netflix reaction to Disney+ unveiling overdone, says Stifel
Noting that Disney (DIS) shares rose by 11% and Netflix (NFLX) shares declined by 4% on Friday following the former's unveiling of details for its Disney+ streaming service, Stifel analyst Scott Devitt said he thinks the reaction in Netflix shares was overdone. Netflix will be outspending Disney by six times on content in 2020 and still be outspending Disney by four times on content by 2024, Devitt tells investors. The analyst, who thinks investors have spent too much time "debating who will win/lose among the winners instead of focusing more time on separating winners from losers in the category," keeps a Buy rating and $400 price target on Netflix shares.
04/16/19
JPMS
04/16/19
NO CHANGE
JPMS
Overweight
Netflix Q1 earnings bar likely lowered amid Disney fears, says JPMorgan
Netflix (NFLX) shares are down 5% since the Disney (DIS) streaming service reveal last week, JPMorgan analyst Doug Anmuth tells investors in a research note. This likely reflects a potential overhang from not being able to disprove the Disney risk until late 2019/early 2020, Disney's initial $6.99 per month price point and "strong enthusiasm" on Disney's content and management's tone around being "all in" on streaming, says Anmuth. The analyst expects Disney+ will likely be the most competitive streaming offering to Netflix, but he does not view it as a major threat to Netflix subscriber numbers given the company's "quality and quantity" of content. Further, given the "strong global secular shift" toward streaming, there is room for multiple companies to succeed, he contends. Anmuth continues to like Netflix shares into tonight's results as he believes the competitive fears will prove overdone. Netflix's first half of 2019 content slate is strong and performing well, and the Q1 earnings bar has likely come down over the past few days, says Anmuth. He keeps an Overweight rating on Netflix shares.

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Southwest

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1.54 (2.91%)

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CMG

Chipotle

$674.52

-35.48 (-5.00%)

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MSFT

Microsoft

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4.78 (3.82%)

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Facebook

$195.10

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Microsoft

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Facebook

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MMM

3M

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UPS

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Deutsche Bank

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Commerzbank

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Walmart

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Fortune Brands

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Martin Midstream Partners

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Consolidated Communications

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XLF

Financial Select Sector

$27.49

0.1 (0.37%)

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MMM

3M

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$NSD

NASDAQ Market Internals

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MMM

3M

$195.20

-24.04 (-10.97%)

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$NYE

NYSE Market Internals

$0.00

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MMM

3M

$195.55

-23.69 (-10.81%)

, HON

Honeywell

$170.63

-0.63 (-0.37%)

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3M

$195.55

-23.69 (-10.81%)

HON

Honeywell

$170.63

-0.63 (-0.37%)

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MMM

3M

$195.61

-23.63 (-10.78%)

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MAS

Masco

$38.51

-1.47 (-3.68%)

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NITE

Nightstar Therapeutics

$25.54

0.01 (0.04%)

, BIIB

Biogen

$230.56

6.24 (2.78%)

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NITE

Nightstar Therapeutics

$25.54

0.01 (0.04%)

BIIB

Biogen

$230.56

6.24 (2.78%)

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FNB

F.N.B.

$11.99

0.01 (0.08%)

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CRC

California Resources

$22.75

-3.55 (-13.50%)

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HZO

MarineMax

$16.59

-3.255 (-16.41%)

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CLS

Celestica

$7.19

-1.42 (-16.50%)

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AAN

Aaron's

$58.07

4.745 (8.90%)

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WAB

Wabtec

$71.90

-4.67 (-6.10%)

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Downside put buy in Wabtec as shares wobble after earnings »

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OIS

Oil States

$20.53

2.11 (11.45%)

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ASPN

Aspen Aerogels

$3.56

0.36 (11.25%)

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NWL

Newell Brands

$13.84

-0.4 (-2.81%)

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GILD

Gilead

$63.57

0.75 (1.19%)

11:48
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IMMR

Immersion

$9.27

0.03 (0.32%)

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Immersion call volume above normal and directionally bullish »

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Treasury's $85 B 4- and 8-week bill auctions were mixed »

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