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CMCSA

Comcast

$42.44

-0.72 (-1.67%)

, CMCSK

Comcast

$0.00

(0.00%)

14:39
05/13/19
05/13
14:39
05/13/19
14:39

Comcast suggest 'The Office' coming to NBCU's DTC service, WSJ reports

Comcast's (CMCSA) NBCUniversal provided ad buyers with every reason to believe that its upcoming DTC streaming service would include episodes of "The Office," which is presently the most-viewed program on Netflix (NFLX), the Wall Street Journal's Joe Flint reports. During its presentation to advertisers Monday at Radio City Music Hall, NBCU sales chief Linda Yaccarino indicated that the sitcom would be on the service, which is set to launch next year, Flint says. Reference Link

CMCSA

Comcast

$42.44

-0.72 (-1.67%)

CMCSK

Comcast

$0.00

(0.00%)

NFLX

Netflix

$345.61

-15.44 (-4.28%)

  • 14

    May

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    Jun

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CMCSA Comcast
$42.44

-0.72 (-1.67%)

04/17/19
GSCO
04/17/19
NO CHANGE
GSCO
Sprint, T-Mobile headlines positive for Dish, Intelsat, says Goldman Sachs
Goldman Sachs analyst Brett Feldman, while taking no view on the outcome of the proposed merger between Sprint (S) and T-Mobile (TMUS), laid out his thoughts for other industry participants following the Wall Street Journal's report that the Department of Justice is unlikely to approve the deal as currently structured. The analyst believes investors will initially see the headlines as negative for the other major wireless carriers, namely AT&T (T) and Verizon (VZ), since they "create uncertainty over long-term industry structure." Further, investors will initially see these headlines as a slight positive for tower operators American Tower (AMT), Crown Castle (CCI) and SBA Communications (SBAC) as they "imply less risk of material cell site decommissioning," Feldman told investors earlier in a research note. The analyst also thinks investors will view the Journal's report as positive for owners of excess spectrum such as Dish (DISH) and Intelsat (I) and a slight positive for cable operators like Altice USA (ATUS), Charter (CHTR) and Comcast (CMCSA).
04/12/19
NOMU
04/12/19
NO CHANGE
Target $44
NOMU
Neutral
Comcast price target raised to $44 from $41 at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal raised his price target for Comcast to $44 from $41 ahead of the company's Q1 results and keeps a Neutral rating on the shares. The analyst expects Comcast to deliver upside to consensus high speed internet net adds, "strong" enterprise demand, and video losses "no worse than consensus."
04/30/19
SBSH
04/30/19
NO CHANGE
Target $160
SBSH
Buy
Citi still bullish on Disney, boosts price target to $160 from $132
Citi analyst Jason Bazinet raised his price target for Disney (DIS) to $160 from $132 saying he remains bullish on the stock despite the recent rally. Disney closed yesterday down 62c to $139.30. The company's $5B in content outlays, split between licensing existing content and new originals, maps to the low-end of Disney+ subscriber guidance, Bazinet tells investors in a research note. The "more robust" Disney+ subscriber outlook provided by Disney adds $11 to the analyst's equity value. Further, Disney disclosed at its investor day that it would book intracompany content payments from direct-to-consumer to the "Core" of Disney on a gross basis. By 2024, Bazinet expects these payments to lift "Core" Disney earnings by 90c per share. This helps explain the recent $15 share rally, according to the analyst. He also expects Disney to acquire the 33% of Hulu currently held by Comcast (CMCSA) and the opening of two Star Wars parks. Bazinet keeps a Buy rating on Disney.
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).
CMCSK Comcast
$0.00

(0.00%)

10/30/18
MSCO
10/30/18
NO CHANGE
Target $95
MSCO
Overweight
WWE shares 'on sale' after pullback, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne noted that WWE (WWE) shares are down by over 30% this month, which he sees as a "rare opportunity" to buy shares of a company that he sees having both highly visible earnings growth and growing intellectual property value. He attributes the rapid selloff primarily to a broader market rotation out of risk assets due to rising interest rates and concerns over achieving long-term growth, but he thinks this "does not make sense" given that WWE's EBITDA opportunity "is not a decade away, but rather a year away," Swinburne tells investors. Two contracts underwritten by Comcast (CMCSA) and Fox (FOXA) drive the bulk of its earnings growth and its financial outlook has no immediate exposure to ratings or cord-cutting, Swinburne added. While he trimmed his price target on WWE shares to $95 from $105 after bumping up his investment expectations for 2019, the analyst maintains an Overweight rating on the stock.
02/11/19
KEYB
02/11/19
NO CHANGE
Target $216
KEYB
Overweight
Workday price target raised to $216 from $179 at KeyBanc
KeyBanc analyst Brent Bracelin raised his price target for Workday (WDAY) to $216 from $179 on improving cloud growth prospects. The analyst notes that analysis of Key First Look Data: Jobs has exposed an unannounced F50 HCM win at UPS (UPS) that began hiring for the global HR transformation team in January. The data also exposed unannounced F100 HCM wins at Comcast (CMCSA; CMCSK), CapitalOne (COF), and Centene (CNC), although job dates suggest these deals may have closed in the October quarter. The January data also exposed a new cloud financials win at Adecco (AHEXY), Bracelin adds. The analyst reiterates an Overweight rating on Workday's shares.
12/07/18
WOLF
12/07/18
INITIATION
Target $48
WOLF
Outperform
Comcast Comcast initiated with an Outperform at Wolfe Research
Wolfe Research initiated Comcast with an Outperform rating and $48 price target.
11/08/18
MSCO
11/08/18
INITIATION
Target $46
MSCO
Overweight
Comcast resumed with an Overweight at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne resumed coverage of Comcast (CMCSA) with an Overweight rating and $46 price target, stating that while the burden of proof is on the company to successfully execute its Sky (SKYAY) acquisition, the stock's multiple has compressed even though his expectation for Comcast's consolidated growth outlook has not materially changed. In the near-term, Sky will be accretive to that growth rate, Swinburne added. He also said that Comcast "remains first and foremost a US cable business," and he sees broadband as a secular growth driver with a long-term runway.
NFLX Netflix
$345.61

-15.44 (-4.28%)

05/13/19
PIPR
05/13/19
NO CHANGE
Target $440
PIPR
Overweight
Piper survey shows limited risk to Netflix from Disney streaming service
Piper Jaffray asked 1,536 U.S. Netflix (NFLX) subscribers if they would subscribe to both Disney's (DIS) new streaming service and Netflix, only Netflix or only Disney+, analyst Michael Olson tells investors in a research note. Piper indicated that the Disney+ price point is $7 per month, which it believes will prove to be only an introductory price. The results show that 73% of U.S. Netflix subscribers do not expect to subscribe to Disney+, 20% expect to subscribe to both services, and only 7% indicated that they will cancel Netflix and subscribe to Disney+, Olson tells investors in a research note. The results suggest Netflix's risk of share loss is limited to a small percentage of its base, concludes the analyst. As such, he expects Netflix to continue to "capture a significant portion of the tidal wave of traditional content dollars that are migrating to streaming." Olson maintains an Overweight rating on Netflix shares with a $440 price target. The stock closed Friday down $1.71 to $361.04.
05/07/19
BMOC
05/07/19
NO CHANGE
Target $170
BMOC
Outperform
Disney price target raised to $170 from $140 at BMO Capital
BMO Capital analyst Daniel Salmon raised his price target on Disney (DIS) to $170 and kept his Outperform rating ahead of its Q2 results, saying he expects an "upbeat quarter" and positive commentary around June quarter's main events of Endgame box office and the first Edge of Galaxy opening. The analyst also believes that the company will join Netflix (NFLX) and Amazon (AMZN) at the helm of global streaming while noting that its Star Wars themed lands its theme parks and the launch of Disney+ will materialize as catalysts for this year.
04/30/19
JPMS
04/30/19
NO CHANGE
Target $1310
JPMS
Overweight
Alphabet sub-20% sales growth to bring share pressure, says JPMorgan
JPMorgan analyst Doug Anmuth expects Alphabet (GOOGL) shares to be under pressure in the near-term given the company's sub-20% revenue growth in Q1 and downward earnings revisions. The exact drivers of Alphabet's slowing sales are unclear, and frustration around the company's lack of transparency will only increase, Anmuth tells investors in a post-earnings research note. The analyst, however, points out that Alphabet has maintained 20%-plus growth for a very long time, off a large base. He maintains an Overweight rating on the stock with a $1,310 price target but prefers shares of Facebook (FB), Amazon.com (AMZN) and Netflix (NFLX) to Alphabet.
04/26/19
IMPC
04/26/19
NO CHANGE
Target $458
IMPC
Outperform
Imperial trims Netflix target to $458 after senior notes issuance
Imperial Capital analyst David Miller lowered his price target for Netflix to $458 from $463 saying the company this week tapped the high yield market for the ninth time in the last six years by issuing $2.24B of senior notes in two series. The proceeds will likely go almost entirely towards international content acquisition, mostly on the self-produced side, "which obviously drives subscriber growth," Miller tells investors in a research note. He believes Netflix has a history of using the bond market effectively and keeps an Outperform rating on the shares.

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Conference/Events
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JEC

Jacobs Engineering

$86.06

2.45 (2.93%)

07:51
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Jacobs Engineering appointed as smart meter specialist in Singapore »

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MSGN

MSG Networks

$14.78

-2.07 (-12.28%)

07:51
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CERN

Cerner

$71.77

0.44 (0.62%)

07:50
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ADMA

ADMA Biologics

$4.05

-0.01 (-0.25%)

07:50
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Hot Stocks
ADMA Biologics announces commercial relaunch of BIVIGAM »

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  • 23

    Aug

FLWS

1-800-Flowers.com

$19.36

0.74 (3.97%)

07:48
08/22/19
08/22
07:48
08/22/19
07:48
Earnings
1-800-Flowers.com sees FY20 EPS up 8%-10% »

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FLWS

1-800-Flowers.com

$19.36

0.74 (3.97%)

07:48
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Earnings
1-800-Flowers.com reports Q4 adj. EPS (12c), consensus (14c) »

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SQM

SQM

$25.40

-0.86 (-3.27%)

07:45
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07:45
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SQM rating change  »

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SEDG

SolarEdge

$87.87

3.16 (3.73%)

07:44
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07:44
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SolarEdge rating change  »

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TIF

Tiffany

$84.51

2.27 (2.76%)

07:43
08/22/19
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Tiffany analyst commentary  »

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  • 28

    Aug

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:42
08/22/19
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07:42
Hot Stocks
Dick's Sporting reports Q2 eCommerce sales up 21% »

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  • 22

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FLR

Fluor

$17.35

0.3 (1.76%)

07:41
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DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:40
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Hot Stocks
Dick's Sporting up 10% after Q2 results beat estimates, FY19 profit view raised »

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  • 22

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PDD

Pinduoduo

$30.14

4.165 (16.04%)

07:39
08/22/19
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Pinduoduo analyst commentary  »

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DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:38
08/22/19
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07:38
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07:38
Earnings
Dick's Sporting says FY19 EPS guidance includes expected tariff impacts »

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  • 22

    Aug

TGT

Target

$103.11

17.54 (20.50%)

07:36
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07:36
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Target analyst commentary  »

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DKS

Dick's Sporting

$32.97

0.62 (1.92%)

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Hot Stocks
Dick's Sporting CEO says 'we are very pleased with our second quarter results' »

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  • 22

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HMSY

HMS Holdings

$38.69

-0.19 (-0.49%)

07:36
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07:36
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HMS Holdings rating change  »

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  • 04

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DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:35
08/22/19
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07:35
Hot Stocks
Dick's Sporting sees FY19 CapEx approximately $230M on gross basis »

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  • 22

    Aug

CLSD

Clearside Biomedical

$1.27

0.09 (7.66%)

07:35
08/22/19
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07:35
Hot Stocks
Breaking Hot Stocks news story on Clearside Biomedical »

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  • 19

    Oct

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:34
08/22/19
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07:34
Hot Stocks
Dick's Sporting says continuing strategic review of hunt business »

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  • 22

    Aug

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:33
08/22/19
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07:33
Hot Stocks
Dick's Sporting sees FY19 SSS growth in 'low single-digits' »

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  • 22

    Aug

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:31
08/22/19
08/22
07:31
08/22/19
07:31
Earnings
Dick's Sporting raises FY19 EPS view to $3.30-$3.45 from $3.20-$3.40 

FY19 consensus $3.31.

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  • 22

    Aug

PSTG

Pure Storage

$13.87

0.2 (1.46%)

07:30
08/22/19
08/22
07:30
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07:30
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Pure Storage analyst commentary  »

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  • 28

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    Dec

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:30
08/22/19
08/22
07:30
08/22/19
07:30
Earnings
Dick's Sporting reports Q2 EPS $1.26, consensus $1.21 »

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  • 22

    Aug

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