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NFLX

Netflix

$375.60

0.89 (0.24%)

17:58
07/02/19
07/02
17:58
07/02/19
17:58

SunTrust expects in-line Q2 results for Netflix with upside to Q3

SunTrust analyst Matthew Thornton maintained a Buy rating and $402 price target on Netflix ahead of the company's Q2 earnings report, which is scheduled for July 17 after the close. The analyst sees Q2 results being in-line, and sees Q3 guidance being above consensus estimates. Thornton also expects Netflix to reiterate its prior margin and cash flow guidance. He sees his 2019 thesis in-tact and the firm's model is unchanged.

  • 17

    Jul

NFLX Netflix
$375.60

0.89 (0.24%)

06/19/19
OPCO
06/19/19
NO CHANGE
Target $410
OPCO
Outperform
Netflix long-term margins could meet/exceed cable networks, says Oppenheimer
After newly appointed Netflix's (NFLX) CFO, Spencer Neumann, and VP Finance/IR and Corporate Development, Spencer Wang, hosted a well-attended meeting with sellside analysts, Oppenheimer analyst Jason Helfstein says long-term margins can meet or exceed traditional cable networks based on global scale and 3P production fee savings, partially offset by higher local/regional content. The analyst also notes that other takeaways from the meeting include expected hundreds of millions of subs over time relative to 700M broadband homes and 1.7B HH's, analogy to Disney's (DIS) ESPN, content and marketing to grow slower than revenue, $15B cash content spent in 2019, median viewing hours to grow with short-term variability, and no plans to lower lowest-priced tier in U.S. Helfstein has an Outperform rating and $410 price target on Netflix's shares.
06/19/19
FBCO
06/19/19
NO CHANGE
Target $450
FBCO
Outperform
Netflix original slate ramp continues, says Credit Suisse
Credit Suisse analyst Douglas Mitchelson notes that Netflix has begun releasing Top 10 viewing lists by genre in the U.K., which he sees as "very interesting," as he estimates the U.K. is Netflix's 2nd largest market. The data underscores the importance of first-run content, with Netflix first-run exclusives a majority of every category but film, he adds. Mitchelson continues to expect Netflix will be able to sufficiently ramp its original content efforts to sustain clear category leadership, even as traditional media companies finally begin pursuing the very large global streaming opportunity with their own direct to consumer services over the next year. He reiterates an Outperform rating and $450 price target on the shares.
06/20/19
WOLF
06/20/19
INITIATION
Target $442
WOLF
Outperform
Netflix initiated with an Outperform at Wolfe Research
Wolfe Research analyst Marci Ryvicker started Netflix (NFLX) with an Outperform rating and $442 price target, citing the company's "unparalleled global scale" and a bullish view on the Disney (DIS) vs. Netflix debate, even though Ryvicker is also positive on Disney+.
06/27/19
PIPR
06/27/19
NO CHANGE
Target $440
PIPR
Overweight
Netflix shares can rally 50% over next 12-18 months, says Piper Jaffray
Netflix has "significant room" to grow subscribers based on various ways of slicing the company's total addressable market, Piper Jaffray analyst Michael Olson tells investors in a research note. The analyst has historically used fixed broadband households as the Netflix addressable market, but he now believes this is "too limiting" given the potential for mobile-first and mobile-only users to adopt the service, especially outside of the U.S. When looking at current Netflix adoption as a percentage of internet or pay-TV households, Olson sees international "significantly" lagging domestic, suggesting potential for "dramatic" international growth in the coming years. While consensus estimates assume a high rate of ongoing international sub growth, "relatively more aggressive scenarios" have a realistic chance of playing out, Olson tells investors in a research note. Looking to 2021, the analyst believes investor anticipation around potential for greater than 20% penetration of Netflix across global internet households could lead to a ~50% move in the stock over the next 12-18 months. Olson keeps an Overweight rating on Netflix shares with a $440 price target. The stock closed yesterday up $1.90 to $362.20.

TODAY'S FREE FLY STORIES

TGT

Target

$110.50

-0.09 (-0.08%)

15:37
11/19/19
11/19
15:37
11/19/19
15:37
Technical Analysis
Technical Preview: Target before earnings has a potential bearish pattern »

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  • 20

    Nov

BRY

Berry Petroleum

$8.61

-2.695 (-23.84%)

15:36
11/19/19
11/19
15:36
11/19/19
15:36
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Breaking Hot Stocks news story on Berry Petroleum »

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BA

Boeing

$367.88

-1.62 (-0.44%)

15:35
11/19/19
11/19
15:35
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15:35
Hot Stocks
Boeing says working on enhancements that address NTSB recommendations »

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ESE

Esco Technologies

$86.89

2.12 (2.50%)

15:34
11/19/19
11/19
15:34
11/19/19
15:34
Options
ESCO Technologies options imply 8.1% move in share price post-earnings »

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  • 19

    Nov

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DIS

Disney

$148.53

0.88 (0.60%)

15:31
11/19/19
11/19
15:31
11/19/19
15:31
Periodicals
Disney sees $100M domestic opening weekend for 'Frozen 2,' Bloomberg says »

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MYOV

Myovant Sciences

$13.98

7.96 (132.23%)

15:28
11/19/19
11/19
15:28
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15:28
Recommendations
Myovant Sciences analyst commentary  »

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  • 19

    Nov

ACM

Aecom

$42.75

0.11 (0.26%)

15:26
11/19/19
11/19
15:26
11/19/19
15:26
Conference/Events
Aecom participates in a conference call with BofA/Merrill »

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MSFT

Microsoft

$150.52

0.17 (0.11%)

15:20
11/19/19
11/19
15:20
11/19/19
15:20
Hot Stocks
Microsoft's Mixer says Partners now can gate ability to clip streams »

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  • 20

    Nov

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    Dec

ALC

Alcon

$59.24

0.35 (0.59%)

15:19
11/19/19
11/19
15:19
11/19/19
15:19
Options
Alcon options imply 6.2% move in share price post-earnings »

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  • 20

    Nov

  • 02

    Dec

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

15:17
11/19/19
11/19
15:17
11/19/19
15:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

15:16
11/19/19
11/19
15:16
11/19/19
15:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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INFN

Infinera

$6.63

-0.17 (-2.50%)

15:15
11/19/19
11/19
15:15
11/19/19
15:15
Options
Infinera put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 09

    Dec

HD

Home Depot

$226.30

-12.68 (-5.31%)

15:10
11/19/19
11/19
15:10
11/19/19
15:10
Recommendations
Home Depot analyst commentary  »

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  • 19

    Nov

  • 11

    Dec

URBN

Urban Outfitters

$28.49

-1.67 (-5.54%)

15:04
11/19/19
11/19
15:04
11/19/19
15:04
Options
Urban Outfitters options imply 18.0% move in share price post-earnings »

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  • 19

    Nov

  • 05

    Dec

CRON

Cronos Group

$6.87

0.74 (12.07%)

, MO

Altria Group

$47.20

-1.14 (-2.36%)

14:57
11/19/19
11/19
14:57
11/19/19
14:57
Periodicals
Altria Group filing points to increased Cronos stake, Canadian Insider says »

A post to the website…

CRON

Cronos Group

$6.87

0.74 (12.07%)

MO

Altria Group

$47.20

-1.14 (-2.36%)

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  • 30

    Jan

GRUB

GrubHub

$40.59

-0.42 (-1.02%)

, UBER

Uber

$27.06

0.3 (1.12%)

14:55
11/19/19
11/19
14:55
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14:55
Hot Stocks
Food delivery service DoorDash sued by DC attorney general on tip policy »

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GRUB

GrubHub

$40.59

-0.42 (-1.02%)

UBER

Uber

$27.06

0.3 (1.12%)

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  • 19

    Nov

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    Dec

BRY

Berry Petroleum

$10.23

-1.075 (-9.51%)

14:54
11/19/19
11/19
14:54
11/19/19
14:54
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Berry Petroleum analyst commentary  »

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BRY

Berry Petroleum

$10.23

-1.075 (-9.51%)

, HAL

Halliburton

$19.94

-0.21 (-1.04%)

14:49
11/19/19
11/19
14:49
11/19/19
14:49
Periodicals
CA governor stops approval of new fracking pending review, L.A. Times says »

California Governor Gavin…

BRY

Berry Petroleum

$10.23

-1.075 (-9.51%)

HAL

Halliburton

$19.94

-0.21 (-1.04%)

BHGE

Ticker changed to BKR

$0.00

(0.00%)

CJ

C&J Energy Services

$0.00

(0.00%)

XOM

Exxon Mobil

$67.91

-0.6 (-0.88%)

CHK

Chesapeake

$0.56

-0.085 (-13.20%)

DVN

Devon Energy

$21.52

-0.44 (-2.00%)

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  • 21

    Jan

PAGS

PagSeguro Digital

$37.06

-0.79 (-2.09%)

14:49
11/19/19
11/19
14:49
11/19/19
14:49
Options
PagSeguro Digital options imply 12.0% move in share price post-earnings »

Pre-earnings options…

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  • 19

    Nov

  • 17

    Dec

ET

Energy Transfer LP

$11.22

-0.105 (-0.93%)

14:45
11/19/19
11/19
14:45
11/19/19
14:45
Options
Energy Transfer call volume above normal and directionally bullish »

Bullish option flow…

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BHE

Benchmark Electronics

$33.59

-0.05 (-0.15%)

14:40
11/19/19
11/19
14:40
11/19/19
14:40
Downgrade
Benchmark Electronics rating change  »

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  • 09

    Dec

KSS

Kohl's

$47.23

-11.16 (-19.11%)

14:37
11/19/19
11/19
14:37
11/19/19
14:37
Downgrade
Kohl's rating change  »

Kohl's downgraded to…

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  • 19

    Nov

  • 05

    Dec

FB

Facebook

$199.49

2.04 (1.03%)

14:34
11/19/19
11/19
14:34
11/19/19
14:34
Periodicals
Facebook caters to young users with meme-making app Whale, Information says »

As part of an effort to…

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  • 26

    Nov

GOOG

Alphabet

$1,314.83

-3.62 (-0.27%)

, GOOGL

Alphabet Class A

$1,313.48

-6.69 (-0.51%)

14:21
11/19/19
11/19
14:21
11/19/19
14:21
Periodicals
Google admits to underreporting on UK political ads, Guardian says »

The Guardian's Alex…

GOOG

Alphabet

$1,314.83

-3.62 (-0.27%)

GOOGL

Alphabet Class A

$1,313.48

-6.69 (-0.51%)

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FB

Facebook

$199.38

1.93 (0.98%)

14:21
11/19/19
11/19
14:21
11/19/19
14:21
Hot Stocks
Facebook says F8 conference to take place May 5-6 »

Facebook announced that…

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  • 26

    Nov

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