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NFLX

Netflix

$354.32

5.44 (1.56%)

08:29
04/17/19
04/17
08:29
04/17/19
08:29

Solid quarter for Netflix, overall outlook little changed, says KeyBanc

KeyBanc analyst Andy Hargreaves says that Netflix continues to drive "impressive" revenue growth and steady margin expansion, and retains what he views as an "excellent" longer-term strategic position. However, the analyst sees limited upside to near-term subscribers unless investment efficiency improves. He reiterates a Sector Weight rating on the shares.

NFLX Netflix
$354.32

5.44 (1.56%)

04/17/19
PIPR
04/17/19
NO CHANGE
Target $440
PIPR
Overweight
Netflix Q2 guidance mixed on limited new content, says Piper Jaffray
Netflix (NFLX) last night reported upside for Q1 and provided a mixed Q2 outlook, Piper Jaffray analyst Michael Olson tells investors in a research note. Most importantly, says the analyst, is that international subscriber additions were ahead of expectations for the quarter and essentially in-line for the Q2 guide. For domestic subscribes, Q1 was also ahead of consensus, but Q2 domestic sub guidance is below the Street, adds Olson. He believes Netflix's Q2 is "light on new content" but that its slate "appears strong" for the second half of 2019. Further, despite new services on the horizon from Disney (DIS) and Apple (AAPL), the analyst expects "minimal impact" to Netflix subscriber additions and retention. Olson thinks Netflix will "continue to capture a significant portion of traditional content dollars as they migrate to streaming." The analyst reiterates an Overweight rating on Netflix shares with a $440 price target.
04/17/19
JPMS
04/17/19
NO CHANGE
Target $450
JPMS
Overweight
JPMorgan sees 'much more' to like than not in Netflix Q1, ups target to $450
JPMorgan analyst Doug Anmuth raised his price target for Netflix (NFLX) to $450 from $435 and reiterates an Overweight rating on the shares following last night's Q1 results. While the earnings report "may be controversial to some," mostly because of the light Q2 subscriber outlook, there's "much more to like here than not," Anmuth tells investors in a research note. Netflix's Q1 paid net adds of 9.6M and operating margin of 10.2% is above expectations and the company expects 2019 paid net adds to be greater than in 2018, the analyst points out. Further, he sees a "strong" back half of 2019 content slate across series and films. While 2020 will bring a more competitive landscape, the secular global streaming trend and ongoing improvements to Netflix's product should continue to drive "strong" sub growth, says Anmuth. He continues to believe that Disney+ (DIS) will not be a major threat to Netflix subscriber numbers.
04/17/19
ADAM
04/17/19
NO CHANGE
Target $415
ADAM
Buy
Netflix has long runway for growth, says Canaccord
Canaccord analyst Michael Graham maintained a Buy rating and $415 price target on Netflix following the company's Q1 earnings report. In a research note to investors, Graham says "there is a lot to like here," with subscriber growth beating expectations despite the rollout of price increases in key markets, adding that he expects Netflix and other streaming services to continue take "meaningful" market share from legacy TV viewing habits, reinforcing his view that there is a long runway for growth.
04/17/19
OPCO
04/17/19
NO CHANGE
Target $410
OPCO
Outperform
Netflix price target lowered to $410 from $425 at Oppenheimer
Oppenheimer analyst Jason Helfstein lowered his price target for Netflix (NFLX) to $410 from $425 on modestly weaker FY19/20 subscriber outlook, partially offset by higher APRU. The analyst notes that despite new competitive entrants, such as Apple (AAPL) and Disney (DIS), Netflix cites potential for further upside with only 2% of global downstream mobile internet traffic versus 10% peak viewing share in U.S. He reiterates an Outperform rating on Netflix's shares.

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ILMN

Illumina

$318.91

4.47 (1.42%)

17:36
04/25/19
04/25
17:36
04/25/19
17:36
Earnings
Illumina raises FY19 adj. EPS view to $6.63-$6.73 from $6.50-$6.60 »

Consensus $6.53. Backs…

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HTH

Hilltop Holdings

$19.90

-0.19 (-0.95%)

17:35
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17:35
Earnings
Hilltop Holdings reports Q1 EPS 41c, consensus 26c »

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F

Ford

$9.41

-0.17 (-1.77%)

17:35
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Hot Stocks
Ford backs long-term revenue growth target view exceeding global GDP »

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ILMN

Illumina

$318.91

4.47 (1.42%)

17:32
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Earnings
Illumina reports Q1 adj. EPS $1.60, consensus $1.34 »

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GIB

CGI Group

$71.16

0.36 (0.51%)

17:30
04/25/19
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17:30
Downgrade
CGI Group rating change  »

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ARGO

Argo Group

$74.21

-0.245 (-0.33%)

17:30
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17:30
Upgrade
Argo Group rating change at William Blair »

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SBUX

Starbucks

$77.07

0.65 (0.85%)

, NSRGY

Nestle

$0.00

(0.00%)

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Starbucks sees FY19 adjusted effective tax rate 19%-21% »

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Starbucks

$77.07

0.65 (0.85%)

NSRGY

Nestle

$0.00

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GCI

Gannett

$9.26

-0.11 (-1.17%)

17:29
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Gannett still urges holders to vote 'FOR ALL' of its director nominees »

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PRA

ProAssurance

$36.08

0.08 (0.22%)

17:28
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Hot Stocks
ProAssurance concerned over loss trends in healthcare professional liability »

"Our concern about…

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NCR

NCR Corp.

$28.62

-0.755 (-2.57%)

17:27
04/25/19
04/25
17:27
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17:27
Syndicate
NCR Corp. files to sell 20.39M shares of common stock »

Also files to sell up to…

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PRA

ProAssurance

$36.08

0.08 (0.22%)

17:24
04/25/19
04/25
17:24
04/25/19
17:24
Earnings
ProAssurance reports Q1 EPS 8c, consensus 35c »

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MRK

Merck

$76.33

1.6 (2.14%)

17:22
04/25/19
04/25
17:22
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17:22
Hot Stocks
Merck provides update on Phase 3 KEYNOTE-062 trial »

Merck announced topline…

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ACB

Aurora Cannabis

$9.07

-0.045 (-0.49%)

, CGC

Canopy Growth

$48.20

-0.13 (-0.27%)

17:22
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04/25
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17:22
Initiation
Aurora Cannabis, Canopy Growth, HEXO Corp, Constellation Brands, AB InBev, Altria Group, Walgreens Boots Alliance, CVS Health, Rite Aid initiated  »

Desjardins initiates HEXO…

ACB

Aurora Cannabis

$9.07

-0.045 (-0.49%)

CGC

Canopy Growth

$48.20

-0.13 (-0.27%)

HEXO

HEXO Corp

$7.14

0.01 (0.14%)

STZ

Constellation Brands

$212.19

2.12 (1.01%)

BUD

AB InBev

$86.63

-1.57 (-1.78%)

MO

Altria Group

$51.42

-3.28 (-6.00%)

WBA

Walgreens Boots Alliance

$52.67

-0.8 (-1.50%)

CVS

CVS Health

$53.24

0.31 (0.59%)

RAD

Rite Aid

$8.98

-0.64 (-6.65%)

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DRQ

Dril-Quip

$43.59

-0.87 (-1.96%)

17:21
04/25/19
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Earnings
Dril-Quip sees Q2 revenue at high end of $90M-$100M, consensus $95M »

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SBUX

Starbucks

$77.07

0.65 (0.85%)

17:20
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Starbucks says on track to deliver on capital return commitment »

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DRQ

Dril-Quip

$43.59

-0.87 (-1.96%)

17:20
04/25/19
04/25
17:20
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17:20
Earnings
Dril-Quip reports Q1 EPS (17c), consensus (6c) »

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SBUX

Starbucks

$77.07

0.65 (0.85%)

17:17
04/25/19
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Hot Stocks
Starbucks says 'well-positioned' for long-term growth in China »

Sees 6,000 China stores…

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SBUX

Starbucks

$77.07

0.65 (0.85%)

17:13
04/25/19
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Hot Stocks
Starbucks says will have Nitro Cold Brew in all U.S. stores by end of FY19 »

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LMT

Lockheed Martin

$328.97

-1.15 (-0.35%)

17:13
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Hot Stocks
Lockheed Martin awarded $723.55M Army contract modification »

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MET

MetLife

$44.69

-0.22 (-0.49%)

, BLK

BlackRock

$474.56

-5.61 (-1.17%)

17:12
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Hot Stocks
MetLife appoints Matthew Mosca as Global Head of Institutional Client Group »

MetLife Investment…

MET

MetLife

$44.69

-0.22 (-0.49%)

BLK

BlackRock

$474.56

-5.61 (-1.17%)

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HEXO

HEXO Corp

$7.14

0.01 (0.14%)

17:10
04/25/19
04/25
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17:10
Initiation
HEXO Corp initiated  »

HEXO Corp initiated with…

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AEM

Agnico Eagle

$40.67

0.09 (0.22%)

17:10
04/25/19
04/25
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17:10
Hot Stocks
Agnico Eagle Q1 payable gold production of 398,217 oz versus 389,278 oz in 1Q18 »

In the first quarter of…

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CGC

Canopy Growth

$48.20

-0.13 (-0.27%)

17:10
04/25/19
04/25
17:10
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17:10
Initiation
Canopy Growth initiated  »

Canopy Growth initiated…

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ACB

Aurora Cannabis

$9.07

-0.045 (-0.49%)

17:09
04/25/19
04/25
17:09
04/25/19
17:09
Initiation
Aurora Cannabis initiated  »

Aurora Cannabis initiated…

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INTC

Intel

$57.59

-1.13 (-1.92%)

17:08
04/25/19
04/25
17:08
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17:08
Hot Stocks
Intel down 7.7% to $53.20 after lowering FY outlook »

The company's Q2…

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