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NTDOY

Nintendo

$0.00

(0.00%)

, TTWO

Take-Two

$106.76

-0.81 (-0.75%)

08:10
05/18/19
05/18
08:10
05/18/19
08:10

Take-Two 'winning the game,' Barron's says

Videogame stocks are down 20%-40% from last year's highs but amid the worry, there may be an attractive opportunity as content companies that are making the highest quality products are also delighting consumers in the process, Tae Kim writes in this week's edition of Barron's. In the film business, that means Walt Disney (DIS) and among publicly traded U.S. videogames makers, it's Take-Two (TTWO) and Nintendo (NTDOY), the author notes, adding that Take-Two's core game properties have proven to be stronger than ever. Take-Two is also avoiding "loot boxes," an in-game slot machine that sells digital items to enhance game play. Reference Link

NTDOY

Nintendo

$0.00

(0.00%)

TTWO

Take-Two

$106.76

-0.81 (-0.75%)

DIS

Disney

$135.04

-0.46 (-0.34%)

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NTDOY Nintendo
$0.00

(0.00%)

07/16/18
GSCO
07/16/18
UPGRADE
GSCO
Buy
Nintendo upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Masaru Sugiyama upgraded Nintendo to Buy with a reduced price target of 47,000 yen. The earnings structure of Switch is "superior" to Wii and its earnings contribution is "just getting started," Sugiyama tells investors in a research note.
11/26/18
WEDB
11/26/18
NO CHANGE
WEDB
Sony appeared to be video game hardware winner on Black Friday, says Wedbush
Wedbush analyst Michael Pachter notes that each of the four game retailers he tracked, namely Best Buy (BBY), GameStop (GME), Target (TGT) and Walmart (WMT) offered the Marvel's Spider-Man PlayStation 4 Bundle that included a slim PS4 with a 1TB hard drive and Sony's (SNE) Marvel's Spider-Man for $199.99, as well as the Microsoft's (MSFT) Xbox One S Minecraft Creators Bundle that included an Xbox One S with a 1TB hard drive, a Minecraft full game download, the Starter Pack, the Creators Pack, and 1,000 Minecoins for $199.99. Nintendo's (NTDOY) primary hardware offering was less compelling given that it was priced at the console's standard MSRP, he adds. The only sell-out that the analyst saw over Black Friday was the primary PS4 deal. Pachter expects the Black Friday deals to eventually translate into permanent price cuts for the base PS4 and Xbox One, possibly by this Christmas.
09/06/18
BARD
09/06/18
NO CHANGE
Target $14
BARD
Outperform
GameStop strong hardware sales offset pre-owned and software decline, says Baird
Baird analyst Colin Sebastian kept his Outperform rating and $14 price target on GameStop (GME) after its "in-line" Q2 results, where "strong new hardware sales and improving Tech Brands segment profitability" offset the declines in the pre-owned and software segments. The analyst adds that the revenue beat was driven by the ongoing demand for Nintendo (NTDOY) Switch and Xbox One consoles, while noting that the comps decline of -0.5% was better than the expected -3.7% decrease.
07/18/18
SBSH
07/18/18
NO CHANGE
Target $300
SBSH
Buy
Nvidia can selloff near-term on graphics commentary, says Citi
Citi analyst Atif Malik says his recent supply chain checks indicate discrete graphics gaming demand is expected to remain sluggish thru the September quarter due to a "sharp decline" in mining related demand on falling cryptocurrency prices, channel distributors and partners waiting for Nvidia's (NVDA) new Turing gaming card launch in the October quarter, and weak gaming console sales at Microsoft (MSFT) offset by the Nintendo (NTDOY) Switch. The analyst lowered his July and October quarter estimates for Nvidia to bring them in-line with consensus. He thinks the stock can selloff in the near-term on weaker than expected graphics commentary from TSMC (TSM), who reports on July 19, and AMD (AMD), who reports on July 25. Malik, however, keeps a Buy rating on Nvidia with a $300 price target. He believes his long-term thesis on the shares remains intact.
TTWO Take-Two
$106.76

-0.81 (-0.75%)

05/17/19
BARD
05/17/19
NO CHANGE
BARD
Sony, Microsoft JV a 'surprsing turn' in 'battle for living room,' says Baird
Baird analyst Colin Sebastian said he views the joint venture pact between competitors Microsoft (MSFT) and Sony (SNE) on cloud-based gaming services as both "surprising" and a validation of the emerging market for streaming. The two companies clearly view video games as strategically important enough to put aside their intense competition and see Google (GOOGL) as a legitimate competitor and the Stadia streaming platform as a credible threat, said Sebastian, who added that he does not believe this means Sony and Microsoft will forego their separate console hardware platforms. He also believes that video game developers and publishers should benefit from the intensifying battle among platform companies for share of the game market and the "living room audience." Publicly traded game makers include Activision Blizzard (ATVI), Electronic Arts (EA) and Take-Two (TTWO).
05/17/19
BMOC
05/17/19
NO CHANGE
Target $95
BMOC
Underperform
Take-Two price target raised to $95 from $80 at BMO Capital
BMO Capital analyst Gerrick Johnson raised his price target on Take-Two to $95 after its above-consensus Q4 earnings, saying that while net bookings missed expectations, lower-than-expected internal royalties drove the bottom-line beat. The analyst notes that the company's core titles like NBA 2K and GTA Online have shown continued strength, but also views the performance of Red Dead Redemption 2 as disappointing. Johnson also keeps his Underperform rating on the stock, warning that monetization of Red Dead Redemption could fall below current expectations with added concern about the potential changes in the video game industry driving lower valuation multiples.
05/15/19
GSCO
05/15/19
NO CHANGE
GSCO
Goldman says report of Epic store unlock in China positive for Take-Two, Ubisoft
After a report citing Chinese news site Techweb claimed that the Epic games store has been unlocked in China, Goldman Sachs analyst Michael Ng said he views the news as positive for video game publishers, notably Take-Two (TTWO) and Ubisoft (UBSFY) given the launches of Borderlands 3 and The Outer Worlds by the former and The Division 2 and Ghost Recon Breakpoint for the latter. Ng has a Buy rating on Take-Two and a Neutral rating on Ubisoft.
05/14/19
PIPR
05/14/19
NO CHANGE
Target $114
PIPR
Overweight
Take-Two RDR monetization to pick up in 2020, says Piper Jaffray
Piper Jaffray analyst Michael Olson notes that Red Dead Online has officially come out of beta with a slew of new content updates, including a co-op story line, which he believes is similar to the first GTA Online "heist" missions. Some investors have grown frustrated with the lack of monetization of RDR Online so far, but he notes that GTA Online was essentially unplayable for its first 6 months before hitting an inflection point with a "heists" update. Olson believes the just-released update for Red Dead Online has the potential for a similar impact. Expecting RDR monetization to pick up in 2020, the analyst reiterates an Overweight rating and $114 price target on the shares.
DIS Disney
$135.04

-0.46 (-0.34%)

05/09/19
FBCO
05/09/19
NO CHANGE
Target $130
FBCO
Neutral
Disney price target raised to $130 from $114 at Credit Suisse
Credit Suisse analyst Douglas Mitchelson raised his price target for Disney to $130 from $114 as he believes adding Fox is accretive to long-term value, increasing terminal growth to 3% from 2%, and rolling his target forward one year to 2019. The analyst reiterates a Neutral rating on the shares.
05/09/19
JPMS
05/09/19
NO CHANGE
Target $150
JPMS
Overweight
Disney continues to deliver in every segment, says JPMorgan
JPMorgan analyst Alexia Quadrani reiterates an Overweight rating on Disney with a $150 price target following last night's "strong" quarter. The company's upside to revenue and profits was driven by the core business, which has largely been overshadowed in recent months in anticipation of the Disney+ unveiling, Quadrani tells investors in a post-earnings research note. She believes Disney continues to deliver in every segment, with notable upside this quarter at the Parks. However, the stock may remain range bound near term following the recent run as near-term estimates fluctuate given the lack of clarity around Fox's financial contribution, says the analyst. Nonetheless, she believes Disney shares have the potential to further re-rate in the longer term.
05/15/19
MSCO
05/15/19
NO CHANGE
MSCO
Overweight
Disney will have 'high class problem' if it has to pay more for Hulu, says Morgan Stanley
After Disney (DIS) and Comcast (CMCSA) announced a new agreement regarding their Hulu joint venture, Morgan Stanley analyst Benjamin Swinburne said the new pact is indicative of the priorities of both companies. Operational control of Hulu give Disney a chance to bundle the service with Disney Plus and/or ESPN Plus, allows for international expansion and likely creates some cost synergies, said Swinburne, who added that Disney will have "a high class problem" if it turns out if Hulu is appraised at a higher value when it comes time to buy out Comcast. For Comcast, the new deal gives it downside protection and content flexibility as it builds out its own streaming plans, the analyst added. He keeps Overweight ratings on both Disney and Comcast, concluding that the deal between the media giants will accelerate the transition from legacy TV to streaming.
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.

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SunPower

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AAPL

Apple

$193.90

1.06 (0.55%)

18:44
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SolarEdge

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Sunrun

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SPWR

SunPower

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0.03 (0.36%)

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BLSFY

Bluescope Steel

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IFF

International Flavors

$147.54

-1.25 (-0.84%)

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International Flavors CEO: We have planned for Brexit and China is benign for us »

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VZ

Verizon

$57.63

-0.65 (-1.12%)

18:24
06/17/19
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Periodicals
Senator aims to bar Huawei from seeking damages in patent courts, Reuters says »

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BHVN

Biohaven Pharmaceutical

$57.33

-5.63 (-8.94%)

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DISH

Dish

$39.00

1.46 (3.89%)

18:04
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T

AT&T

$32.30

-0.06 (-0.19%)

18:03
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BHVN

Biohaven Pharmaceutical

$57.33

-5.63 (-8.94%)

18:02
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Biohaven Pharmaceutical offers to sell $300M in common stock »

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VSM

Versum Materials

$51.42

0.01 (0.02%)

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Merck KGaA

$0.00

(0.00%)

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Versum Materials

$51.42

0.01 (0.02%)

MKGAY

Merck KGaA

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VLO

Valero

$76.93

0.19 (0.25%)

18:00
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VLO

Valero

$76.93

0.19 (0.25%)

17:59
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MGI

MoneyGram

$1.44

-0.06 (-4.00%)

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JKS

JinkoSolar

$22.59

-2.08 (-8.43%)

17:37
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  • 28

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FCEL

FuelCell

$0.33

-0.0231 (-6.56%)

17:26
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FuelCell reports Q2 ($2.06), consensus ($2.24) »

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RMTI

Rockwell Medical

$4.39

0.2 (4.77%)

17:25
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  • 18

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VRS

Verso

$17.91

-0.24 (-1.32%)

17:21
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CHVKF

China Vanke Co

$0.00

(0.00%)

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17:19
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China Vanke Co rating change at Morgan Stanley »

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RCKT

Rocket Pharmaceuticals

$16.88

0.68 (4.20%)

17:17
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  • 17

    Jun

BA

Boeing

$354.90

7.71 (2.22%)

, EADSY

Airbus

$0.00

(0.00%)

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Periodicals
Boeing gets zero new plane orders at Paris Air Show so far, CNBC says »

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BA

Boeing

$354.90

7.71 (2.22%)

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Airbus

$0.00

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BHVN

Biohaven Pharmaceutical

$57.33

-5.63 (-8.94%)

17:17
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Breaking Syndicate news story on Biohaven Pharmaceutical »

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