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CMCSA

Comcast

$43.15

0.37 (0.86%)

, CMCSK

Comcast

$0.00

(0.00%)

13:25
05/21/19
05/21
13:25
05/21/19
13:25

Comcast working on device similar to Amazon Echo, focused on health, CNBC says

Comcast (CMCSA, CMCSK) is working on a device like the Amazon (AMZN) Echo or Google (GOOGL) Home, but with a focus on monitoring health at home, CNBC's Christina Farr reports. The company is aiming to begin pilot-testing the device later this year, the author notes, adding that it will monitor people's basic health metrics using ambient sensors, with a focus on whether someone is making frequent trips to the bathroom or spending more time than usual in bed. Reference Link

CMCSA

Comcast

$43.15

0.37 (0.86%)

CMCSK

Comcast

$0.00

(0.00%)

AMZN

Amazon.com

$1,853.86

-4.95 (-0.27%)

GOOG

Alphabet

$1,151.98

13.65 (1.20%)

GOOGL

Alphabet Class A

$1,157.99

12.71 (1.11%)

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CMCSA Comcast
$43.15

0.37 (0.86%)

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).
04/30/19
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.
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.
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.
AMZN Amazon.com
$1,853.86

-4.95 (-0.27%)

05/17/19
CHLM
05/17/19
DOWNGRADE
CHLM
Hold
Craig-Hallum downgrades Cray to Hold, but says bidding war possible
Craig-Hallum analyst Chad Bennett downgrade Cray (CRAY) to Hold from Buy after the company announced a deal to be acquired by HP Enterprise (HPE) for $35 per share, but he added that he thinks a bidding war is possible since he doesn't believe the stock buyout price "has even begun to value" Cray's proprietary interconnect technology and its modular software stack for next generation AI/ML workloads. He believes there could be a number of interested parties in Cray including Microsoft (MSFT), Dell (DELL), Intel (INTC), Google (GOOG), Amazon (AMZN) and potentially IBM (IBM).
05/15/19
BERN
05/15/19
NO CHANGE
BERN
Walmart one-day shipping 'rational, affordable,' says Bernstein
Bernstein analyst Brandon Fletcher notes that Walmart (WMT) answered Amazon (AMZN) with a one-day shipping offer of its own, a response that he views as "measured, but still surprising" for some observers because it does show Walmart has been closing the capability gap with Amazon. Nonetheless, the analyst doubts the sales lifts for either Amazon or Walmart will be massive on this offer, but the items that might show the lift should be in the first few hundred thousand SKUs.
05/14/19
COWN
05/14/19
NO CHANGE
COWN
Skechers, G-III among apparel names with outsized tariff risk, says Cowen
Cowen analyst John Kernan said 34% of apparel and about 70% of footwear imported into the U.S. come from China, adding that 25% tariffs on apparel and footwear will create "major disruption" at a time when companies are already facing accelerating disruption from technology and Amazon (AMZN). The analyst, who thinks diversifying from China sourcing will be slow, said he views Skechers (SKX), G-III Apparel (GIII), Carter's (CRI), PVH Corp. (PVH) and Ralph Lauren (RL) as among the apparel stocks with outsized EPS risk. He added that he thinks companies like Under Armour (UAA), that may have lower than sector average exposure to China sourcing but also have lower EBIT margins, as faced with greater sensitivity to higher cost of goods.
05/20/19
CHLM
05/20/19
DOWNGRADE
Target $35
CHLM
Hold
Cray downgraded to Hold from Buy at Craig-Hallum
Craig-Hallum analyst Chad Bennett downgraded Cray (CRAY) to Hold from Buy and lowered his price target on the shares to $35 from $36 after HP Enterprise (HPE) announced that it has entered into an agreement to purchase the company for $35.00 per share in cash, totaling $1.3B net of cash. The analyst believes the possibility of another buyer coming in over the top is fairly low, but notes that the price is "too low" based on the opportunities Cray has in front of it over the next few years. Furthermore, Bennett believes there would be a number of interested parties in Cray including Microsoft (MSFT), Dell (DELL), Intel (INTC), Alphabet (GOOG), Amazon (AMZN), and potentially IBM (IBM).
GOOG Alphabet
$1,151.98

13.65 (1.20%)

05/16/19
JPMS
05/16/19
NO CHANGE
Target $365
JPMS
Overweight
Google beta of AI hardware platform positive for Broadcom, says JPMorgan
Google (GOOG, GOOGL) last week at its developer's conference announced that it is offering its flagship artificial intelligence/deep learning hardware platform, called TPU, to the public in beta, JPMorgan analyst Harlan Sur tells investors in a research note. The analyst views the announcement as positive for Broadcom (AVGO) as he believes the company has co-developed all three generations of Google's TPU AI processor customer chips. Further, Sur thinks Broadcom has also won Google's next generation TPU 4.0 processor chip design, which he believes is targeted for ramp in 2021. In addition, the analyst adds that Broadcom has less than 2% total revenue exposure to Huawei. Sur reiterates an Overweight rating on Broadcom with a $365 price target.
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).
GOOGL Alphabet Class A
$1,157.99

12.71 (1.11%)

TODAY'S FREE FLY STORIES

FOLD

Amicus

$11.35

-0.31 (-2.66%)

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PLX

Protalix

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ROP

Roper Technologies

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Roper Technologies management to meet with Oppenheimer »

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RTLR

Rattler Midstream

$19.21

-0.195 (-1.01%)

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RWLK

ReWalk Robotics

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Upgrade
ReWalk Robotics rating change  »

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ORGS

Orgenesis

$4.21

-0.09 (-2.09%)

07:11
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CBMG

Cellular Biomedicine

$14.68

-0.62 (-4.05%)

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Cellular Biomedicine: First patient dosed in Phase 1 trial of anti-CD20 CAR-T »

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USAP

Universal Stainless & Alloy

$14.10

0.06 (0.43%)

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Universal Stainless & Alloy reports fire at North Jackson, Ohio facility »

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TEVA

Teva

$8.24

-0.37 (-4.30%)

07:08
06/17/19
06/17
07:08
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07:08
Recommendations
Teva analyst commentary  »

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BGNE

BeiGene

$117.48

-7.52 (-6.02%)

, CELG

Celgene

$96.49

0.07 (0.07%)

07:06
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06/17
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07:06
Hot Stocks
BeiGene, Celgene to terminate global collaboration for tislelizumab »

BeiGene (BGNE) announced…

BGNE

BeiGene

$117.48

-7.52 (-6.02%)

CELG

Celgene

$96.49

0.07 (0.07%)

BMY

Bristol-Myers

$47.57

0.25 (0.53%)

03/08/13
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TWIN

Twin Disc

$14.02

0.125 (0.90%)

07:06
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Hot Stocks
Twin Disc names James Feiertag as president and COO, effective May 1 »

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RTLR

Rattler Midstream

$19.21

-0.195 (-1.01%)

, FANG

Diamondback Energy

$98.98

-1.15 (-1.15%)

07:06
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06/17
07:06
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07:06
Initiation
Rattler Midstream, Diamondback Energy initiated  »

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RTLR

Rattler Midstream

$19.21

-0.195 (-1.01%)

FANG

Diamondback Energy

$98.98

-1.15 (-1.15%)

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TYPE

Monotype Imaging

$16.33

0.01 (0.06%)

07:06
06/17/19
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07:06
Hot Stocks
Monotype Imaging CFO Anthony Callini to step down »

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Rattler Midstream

$19.21

-0.195 (-1.01%)

07:06
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Rattler Midstream initiated  »

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07:05
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07:05
General news
FX Update: Trading has been directionally unambitious »

FX Update: Trading has…

CASI

Casi Pharmaceuticals

$3.13

-0.05 (-1.57%)

07:04
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Hot Stocks
Casi Pharmaceuticals acquires rights to commercialize anti-CD19 T-cell therapy »

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IDYA

Ideaya Biosciences

$10.70

-0.1 (-0.93%)

07:04
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SF

Stifel Financial

$56.60

-0.82 (-1.43%)

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Stifel Financial to acquire capital markets business of GMP Capital »

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ENDP

Endo

$4.04

-0.43 (-9.62%)

07:02
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Downgrade
Endo rating change  »

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CLDC

China Lending Corp.

$0.92

(0.00%)

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China Lending Corp. to acquire equity interests in Cayman Lixin »

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PFE

Pfizer

$42.75

0.24 (0.56%)

, ARRY

Array BioPharma

$29.59

0.17 (0.58%)

07:01
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07:01
Hot Stocks
Pfizer to acquire Array BioPharma for $48.00 per share »

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PFE

Pfizer

$42.75

0.24 (0.56%)

ARRY

Array BioPharma

$29.59

0.17 (0.58%)

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QURE

uniQure

$72.65

1.27 (1.78%)

, PFE

Pfizer

$42.75

0.24 (0.56%)

06:59
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06:59
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06:59
Periodicals
uniQure exploring options, including potential sale, Bloomberg reports »

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QURE

uniQure

$72.65

1.27 (1.78%)

PFE

Pfizer

$42.75

0.24 (0.56%)

SNY

Sanofi

$42.46

-0.225 (-0.53%)

NVO

Novo Nordisk

$50.96

-0.73 (-1.41%)

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ACM

Aecom

$33.41

-0.035 (-0.10%)

06:58
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06:58
Hot Stocks
Aecom announces intent to spin off government services business »

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ACM

Aecom

$33.41

-0.035 (-0.10%)

06:58
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06/17
06:58
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06:58
Earnings
AECOM backs FY19 adjusted EPS view $2.60-$2.90, consensus $2.82 »

AECOM reiterated its…

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DOW

Dow Inc.

$51.12

-1.77 (-3.35%)

06:57
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06:57
Downgrade
Dow Inc. rating change  »

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