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NFLX

Netflix

$375.00

-6.99 (-1.83%)

, DIS

Disney

$135.41

2.06 (1.54%)

15:50
04/24/19
04/24
15:50
04/24/19
15:50

Survey says Netflix may lose 8.7M subscribers to Disney+, MarketWatch says

Nearly 8.7M Netflix (NFLX) customers are weighing canceling their subscriptions with the service when Disney+ (DIS) rolls out later this year, Ciara Linnane of MarketWatch reports, citing a new survey conducted by Streaming Observer and Mindnet Analytics. According to the survey of 602 current Netflix subscribers, roughly 14% said they are considering dropping the service in favor of the $6.99 per month offering from Disney, the author says. Reference Link

NFLX

Netflix

$375.00

-6.99 (-1.83%)

DIS

Disney

$135.41

2.06 (1.54%)

  • 08

    May

  • 03

    Jun

NFLX Netflix
$375.00

-6.99 (-1.83%)

04/17/19
WEDB
04/17/19
NO CHANGE
Target $183
WEDB
Underperform
Netflix price target raised to $183 from $165 at Wedbush
Wedbush analyst Michael Pachter raised his price target for Netflix to $183 from $165 as Q1 results surpassed guidance and expectations. Nonetheless, the analyst expects content spending to trigger substantial cash burn for many years, while content migration and price hikes could cause a deceleration in subscriber growth, and consistently negative free cash flow makes DCF valuation impossible. Pachter reiterates an Underperform rating on the shares.
04/17/19
FBCO
04/17/19
NO CHANGE
Target $450
FBCO
Outperform
Netflix price target raised to $450 from $440 at Credit Suisse
Credit Suisse analyst Douglas Mitchelson raised his price target for Netflix (NFLX) to $450 from $440 due to the lower 15% terminal tax rate. Commenting on the company's quarterly results, the analyst notes that while not the net add beat many were hoping for, outlook commentary was "quite bullish," especially record first half of the year paid net additions in the face of record price increases, revenue growth accelerating the next few quarters, and a "very strong" second of the year content slate. Investor consternation will now shift from price increase churn to competition, but Disney+ (DIS) concerns are misplaced, he contends. Mitchelson reiterates an Outperform rating on Netflix's shares.
04/17/19
IMPC
04/17/19
NO CHANGE
Target $463
IMPC
Outperform
Netflix Q2 sub guidance, higher tax rate 'only flaws,' says Imperial Capital
Imperial Capital analyst David Miller says Netflix's Q1 results were ahead of guidance on "every relevant metric." The "only flaws" were U.S. subscriber guidance missing expectations and a higher effective tax rate for Q2, Miller tells investors in a post-earnings research note. The analyst maintains an Outperform rating on the shares with a $463 price target. However, he reduced his 2019 earnings estimates due to the expectation of higher effective taxes and 2020 earnings estimates due to higher spending and expenses. Nonetheless, Miller continues to see "multiple content-centric catalysts splayed throughout 2019." Netflix investors still have plenty to look forward to in terms of additional catalysts for subscriber growth throughout the year, he writes.
04/22/19
MSCO
04/22/19
NO CHANGE
MSCO
Morgan Stanley says streaming video survey points to more multiple service users
Morgan Stanley analyst Benjamin Swinburne said his firm's annual streaming video survey showed that Netflix (NFLX) remains the most widely used service, with 48% of respondents identifying themselves as users. Of interest, 50% of Netflix users also use Amazon (AMZN) Prime Video, 64% of Prime members use Netflix and 81% of Hulu users said they use Netflix, all of which are up from the prior survey. Also, 37% of respondents expressed some level of interest in subscribing to Disney+ (DIS) at $8/month, which is higher than the price point the company announced, and 60% of respondents who reported having children expressed some level of interest, noted Swinburne. Hulu is a joint venture of Disney and Comcast (CMCSA).
DIS Disney
$135.41

2.06 (1.54%)

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
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.
04/23/19
BOFA
04/23/19
NO CHANGE
Target $168
BOFA
Buy
Disney added to US 1 list at BofA/Merrill
BofA/Merrill Lynch analyst Jessica Reif Ehrlich added Disney to the firm's US 1 list of best investment ideas and raised her price target on the stock to $168 from $144 following what she called "the successful unveiling" of its streaming initiatives and ahead of a film slate that includes "Avengers: Endgame," "Toy Story 4" and "The Lion King." She keeps a Buy rating on Disney shares, noting that she thinks Disney+ can become a material value driver for shareholders.

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AOBC

American Outdoor Brands

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Oracle

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ORCL

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JSYN

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ABEO

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PIR

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SCS

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LAND

Gladstone Land

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0.39 (3.28%)

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TMUS

T-Mobile

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1.79 (2.34%)

, S

Sprint

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0.24 (3.32%)

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TMUS

T-Mobile

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S

Sprint

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0.24 (3.32%)

DISH

Dish

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ZBRA

Zebra Technologies

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Zebra Technologies Chief of Product sells 5K shares of common stock »

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ZBRA

Zebra Technologies

$200.57

-1.1 (-0.55%)

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Zebra Technologies CEO sells 20K shares of common stock »

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UNH

UnitedHealth

$250.25

4.6 (1.87%)

, DVA

DaVita

$51.27

1.51 (3.03%)

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UNH

UnitedHealth

$250.25

4.6 (1.87%)

DVA

DaVita

$51.27

1.51 (3.03%)

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  • 18

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SRRK

Scholar Rock

$17.11

-2.835 (-14.21%)

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Syndicate
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QDEL

Quidel

$58.80

1.7 (2.98%)

18:01
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DELL

Dell Technologies

$53.39

1.88 (3.65%)

, HPQ

HP Inc.

$20.63

0.1 (0.49%)

17:59
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Dell, HP, Intel, Microsoft express opposition to Trump tariffs, Bloomberg says »

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DELL

Dell Technologies

$53.39

1.88 (3.65%)

HPQ

HP Inc.

$20.63

0.1 (0.49%)

INTC

Intel

$47.08

-0.29 (-0.61%)

MSFT

Microsoft

$135.63

0.43 (0.32%)

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ORCL

Oracle

$52.69

-0.19 (-0.36%)

17:54
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Oracle says 20% of Autonomous Database customers new to company »

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CB

Chubb

$149.48

1.37 (0.92%)

17:54
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Chubb CEO sells 215.6K shares of common stock »

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  • 24

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CABO

Cable One

$1,166.79

15.59 (1.35%)

17:52
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Cable One COO sells 535 shares of common stock »

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WORK

Slack Technologies

$0.00

(0.00%)

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Syndicate
Slack Technologies stock reference point set at $26 per share »

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AABA

Altaba

$68.40

-0.24 (-0.35%)

17:37
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  • 27

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MSFT

Microsoft

$135.63

0.43 (0.32%)

17:36
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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$293.02

0.69 (0.24%)

17:33
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S&P 500

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SPDR S&P 500 ETF Trust

$293.02

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GVA

Granite Construction

$44.83

0.19 (0.43%)

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CGC

Canopy Growth

$42.78

0.695 (1.65%)

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VTR

Ventas

$69.65

1.05 (1.53%)

17:21
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FB

Facebook

$187.41

-1.05 (-0.56%)

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ORCL

Oracle

$52.69

-0.19 (-0.36%)

17:14
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Hot Stocks
Breaking Hot Stocks news story on Oracle »

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  • 19

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ORCL

Oracle

$52.69

-0.19 (-0.36%)

17:13
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Hot Stocks
Breaking Hot Stocks news story on Oracle »

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  • 19

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ORCL

Oracle

$52.69

-0.19 (-0.36%)

17:12
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Oracle sees Q1 adjusted EPS 80c-82c, consensus 80c »

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  • 19

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AMCRY

Amcor

$0.00

(0.00%)

17:10
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Initiation
Amcor initiated at Citi »

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XXII

22nd Century

$2.07

0.04 (1.97%)

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Hot Stocks
22nd Century VP Thomas James sells 48K shares of company stock »

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ORCL

Oracle

$52.69

-0.19 (-0.36%)

17:09
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Hot Stocks
Oracle says had a 'terrific' quarter »

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