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CMCSA

Comcast

$43.10

0.54 (1.27%)

, CHTR

Charter

$396.65

2.64 (0.67%)

13:58
06/18/19
06/18
13:58
06/18/19
13:58

Comcast says Charter, Cox join 'On Addressability' initiative

Comcast Advertising, the advertising arm of Comcast Cable, a division of Comcast Corporation (CMCSA), announced the launch of a new initiative called "On Addressability." "The broad goal of this initiative is to help the industry deliver a sound, scalable and sustainable addressable solution to marketers that maximizes the impact and value of television as a marketing platform," the company stated. Charter Communications (CHTR) and Cox Media, Cox Communications' ad division, have joined Comcast Advertising in this effort, the company stated. "It's the distributors who bring the ads into viewers' households each day. It is therefore incumbent upon us to lay the groundwork and set up the infrastructure to truly 'turn on' addressability for the industry in a way that is secure, scalable and effective," said Marcien Jenckes, President, Advertising, Comcast Cable.

CMCSA

Comcast

$43.10

0.54 (1.27%)

CHTR

Charter

$396.65

2.64 (0.67%)

CMCSK

Comcast

$0.00

(0.00%)

  • 25

    Jul

CMCSA Comcast
$43.10

0.54 (1.27%)

06/13/19
RSBL
06/13/19
INITIATION
Target $50
RSBL
Buy
Comcast initiated with a Buy at Rosenblatt
Rosenblatt analyst Bernie McTernan started Comcast with a Buy rating and $50 price target, telling investors that he still sees room for the company to keep taking broadband market share and to expand its cable margins.
06/05/19
RILY
06/05/19
NO CHANGE
Target $18
RILY
Buy
B. Riley FBR concerned ITC ruling against Comcast not strong enough
B. Riley FBR analyst Eric Wold says that while the International Trade Commission's ruling that Comcast (CMCSA) infringed upon two claims of Tivo's (TIVO) '011 patent is a positive for Tivo, he's concerned the decision is not strong enough. There are ways for Comcast to work around the patent, Wold tells investors in a research note. However, he's optimistic for an eventual settlement/license with Comcast and believes Tivo shares "are pricing in less than a zero-percent chance." The analyst keeps a Buy rating on Tivo with an $18 price target.
05/30/19
05/30/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Citi (C) upgraded to Buy from Neutral at Goldman Sachs with analyst Richard Ramsden saying he sees a "realistic path" to a 13% return on tangible common equity in 2020 for Citi, or 100 basis points ahead of market expectations, which he notes is not contingent on either higher interest rates or strengthening global growth trends. 2. Comcast (CMCSA) upgraded to Buy from Neutral at Guggenheim with analyst Mike McCormack saying the company's successful pivot from primarily a video distributor to a connectivity company "has been fairly smooth." 3. Zynga (ZNGA) upgraded to Overweight from Equal Weight at Stephens with analyst Jeff Cohen saying the continued acceleration of recent acquisitions and the fact that Social Casino could be poised for a second half re-acceleration give him additional confidence in Zynga's live service portfolio. 4. Penumbra (PEN) upgraded to Overweight from Neutral at JPMorgan with analyst Robert Marcus saying the Street is overly focused on competitive entrants to the stroke aspiration market. 5. Cypress Semiconductor (CY) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Craig Hettenbach citing press reports indicating that the company is exploring strategic options. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/14/19
06/14/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. National Vision (EYE) initiated with a Hold at Loop Capital. 2. Yunji (YJ) initiated with an Overweight at JPMorgan. 3. Charter (CHTR) and Comcast (CMCSA) were initiated with a Buy at Rosenblatt. 4. ING Groep (ING) initiated with an Underweight at Barclays. 5. Hemispherx (HEB) initiated with a Buy at Maxim. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
CHTR Charter
$396.65

2.64 (0.67%)

06/13/19
RSBL
06/13/19
INITIATION
Target $480
RSBL
Buy
Charter initiated with a Buy at Rosenblatt
Rosenblatt analyst Bernie McTernan started Charter with a Buy rating and $480 price target, citing his view that operations could be entering a "bull case" scenario of broadband share gains and margin expansion. He expects free cash flow per share to grow nearly 20% per year through FY24, the analyst added in his initiation note.
04/09/19
04/09/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. SAP (SAP) downgraded to Hold from Buy at HSBC and to Neutral from Buy at UBS. 2. American Assets Trust (AAT) downgraded to Sector Weight from Overweight at KeyBanc with analyst Todd Thomas saying the stock has surpassed his previous $45 price target. 3. Ball Corp. (BLL) downgraded to Market Perform from Outperform at BMO Capital with analyst Mark Wilde saying that after an "impressive run," the stock is now trading at the upper end of its peer group range. 4. Charter (CHTR) downgraded to Neutral on valuation at Macquarie with analyst Amy Young saying shares reflect much of the operational and free cash flow potential and further multiple expansion hinges on its ability to set a consistent track record. 5. U.S. Steel (X) downgraded to Underperform from Neutral at Credit Suisse with analyst Curt Woodworth saying after performing deep dive analysis on U.S. Steel Flat Rolled segment, the analyst concludes the step-function rise in unit costs the past several years coupled with loss of automotive share suggests the company is in a weaker competitive position versus peers entering the "Sheet Tsunami" period in the U.S. from 2021-2022. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
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).
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.
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.
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.
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.

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$NSD

NASDAQ Market Internals

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$NYE

NYSE Market Internals

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13:16
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EGO

Eldorado Gold

$7.80

-0.03 (-0.38%)

13:15
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Options
Eldorado Gold put volume heavy and directionally bearish »

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SCBFF

Standard Chartered

$0.00

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13:07
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Periodicals
Standard Chartered accused of handling $56.8B in illegal Iran deals, FT says »

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PSIX

Power Solutions

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Hot Stocks
Former Power Solutions CEO charged with accounting fraud »

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AMC

AMC Entertainment

$10.38

0.765 (7.96%)

13:05
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13:05
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13:05
Options
AMC Entertainment call volume above normal and directionally bullish »

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13:04
07/19/19
07/19
13:04
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13:04
General news
Baker-Hughes Rig Count N. Amer. data reported »

Week of 7/19 Baker-Hughes…

BHGE

Baker Hughes

$23.65

0.34 (1.46%)

13:01
07/19/19
07/19
13:01
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13:01
Hot Stocks
Baker Hughes reports U.S. rig count down 4 to 954 rigs »

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12:45
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General news
Breaking General news story  »

Week of 7/19 Baker-Hughes…

LYFT

Lyft

$67.78

1.74 (2.63%)

12:43
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07/19
12:43
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12:43
Hot Stocks
Lyft announces new airport pickup feature starting July 20 at LGA »

In a blog post, Lyft…

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WMT

Walmart

$114.81

0.13 (0.11%)

12:41
07/19/19
07/19
12:41
07/19/19
12:41
Periodicals
Walmart to shuffle executives to further integrate stores and digital, CNBC says »

Walmart is shuffling its…

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  • 13

    Nov

WMT

Walmart

$114.83

0.15 (0.13%)

12:36
07/19/19
07/19
12:36
07/19/19
12:36
Periodicals
Walmart to shuffle executives to further integrate stores and digital, CNBC says »

CNBC's Courtney…

03/08/13
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03/06/13
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    Nov

NFLX

Netflix

$321.59

-3.55 (-1.09%)

12:29
07/19/19
07/19
12:29
07/19/19
12:29
Periodicals
Eddie Murphy in talks with Netflix over comedy specials, TMZ reports »

Comedian and actor Eddie…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
Barclays

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  • 03

    Aug

FL

Foot Locker

$42.72

0.35 (0.83%)

12:25
07/19/19
07/19
12:25
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12:25
Options
Foot Locker call volume above normal and directionally bullish »

Bullish option flow…

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DIS

Disney

$141.00

-0.62 (-0.44%)

, SNE

Sony

$53.93

-0.02 (-0.04%)

12:21
07/19/19
07/19
12:21
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12:21
On The Fly
Box Office Battle: 'Lion King' expected to claim this weekend's throne »

Welcome to "Box Office…

DIS

Disney

$141.00

-0.62 (-0.44%)

SNE

Sony

$53.93

-0.02 (-0.04%)

T

AT&T

$32.91

-0.185 (-0.56%)

CBS

CBS

$51.32

-0.02 (-0.04%)

CMCSA

Comcast

$44.14

-0.42 (-0.94%)

CMCSK

Comcast

$0.00

(0.00%)

LGF.A

Lionsgate

$11.72

0.14 (1.21%)

LGF.B

Lionsgate

$11.05

0.03 (0.27%)

VIA

Viacom

$35.39

0.39 (1.11%)

VIAB

Viacom

$30.79

0.2 (0.65%)

03/08/13
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03/06/13
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12:21
07/19/19
07/19
12:21
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12:21
Conference/Events
Wolfe Research utilities/midstream analyst to hold a group luncheon »

Utilities & Midstream…

AMRX

Amneal Pharmaceuticals

$3.35

-0.04 (-1.18%)

, BMY

Bristol-Myers

$43.57

-0.47 (-1.07%)

12:18
07/19/19
07/19
12:18
07/19/19
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Hot Stocks
Amneal Pharmaceuticals granted tentative FDA approval of Apremilast »

Amneal Pharmaceuticals…

AMRX

Amneal Pharmaceuticals

$3.35

-0.04 (-1.18%)

BMY

Bristol-Myers

$43.57

-0.47 (-1.07%)

CELG

Celgene

$90.39

-0.51 (-0.56%)

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
07/19/19
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
07/19/19
07/19
12:16
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NYSE market internals summary »

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YGTY

SSLJ.com

$1.18

-0.12 (-9.23%)

12:15
07/19/19
07/19
12:15
07/19/19
12:15
Hot Stocks
Breaking Hot Stocks news story on SSLJ.com »

SSLJ com Ltd (Class A…

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BA

Boeing

$374.39

13.22 (3.66%)

, MSFT

Microsoft

$138.27

1.98 (1.45%)

12:10
07/19/19
07/19
12:10
07/19/19
12:10
On The Fly
Fly Intel: Wall Street's top stories at midday »

Stocks are modestly…

BA

Boeing

$374.39

13.22 (3.66%)

MSFT

Microsoft

$138.27

1.98 (1.45%)

AXP

American Express

$125.00

-3.4 (-2.65%)

GCI

Gannett

$9.62

1.72 (21.77%)

CRWD

Crowdstrike

$83.30

10.55 (14.50%)

SKX

Skechers

$39.35

4.6 (13.24%)

MIK

Michaels

$7.75

-0.62 (-7.41%)

PACB

Pacific Biosciences

$5.23

-0.64 (-10.90%)

ILMN

Illumina

$291.57

-6.97 (-2.33%)

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CMI

Cummins

$170.04

2.08 (1.24%)

, VWAGY

Volkswagen

$0.00

(0.00%)

12:06
07/19/19
07/19
12:06
07/19/19
12:06
Periodicals
Cummins makes bid for VW's MAN Energy Solutions unit, Reuters says »

Cummins (CMI) has made an…

CMI

Cummins

$170.04

2.08 (1.24%)

VWAGY

Volkswagen

$0.00

(0.00%)

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SSRM

SSR Mining

$15.69

-0.04 (-0.25%)

12:05
07/19/19
07/19
12:05
07/19/19
12:05
Options
SSR Mining call volume above normal and directionally bullish »

Bullish option flow…

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  • 09

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12:05
07/19/19
07/19
12:05
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12:05
General news
U.S. Data Slate: The week of July 22 »

U.S. Data Slate: The week…

XOM

Exxon Mobil

$74.86

0.02 (0.03%)

12:04
07/19/19
07/19
12:04
07/19/19
12:04
Periodicals
Exxon Mobil starts process of selling Norwegian oil fields, Bloomberg says »

Exxon Mobil has begun the…

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