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NFLX

Netflix

$380.79

0.89 (0.23%)

, DIS

Disney

$143.55

1.94 (1.37%)

06:13
07/11/19
07/11
06:13
07/11/19
06:13

Netflix is widening its 'competitive moat', says UBS

UBS analyst Eric Sheridan kept his Buy rating and $420 price target on Netflix (NFLX), saying he sees the company's competitive moat growing in strength. The analyst notes that while the launch of Disney+ (DIS) at the end of this year remains an unknown, the pricing power and content success of Netflix have resulted in "only modest" churn dynamics and "broad-based" add trends.

NFLX

Netflix

$380.79

0.89 (0.23%)

DIS

Disney

$143.55

1.94 (1.37%)

  • 17

    Jul

  • 06

    Aug

NFLX Netflix
$380.79

0.89 (0.23%)

07/02/19
RHCO
07/02/19
NO CHANGE
RHCO
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.
07/09/19
COWN
07/09/19
NO CHANGE
Target $455
COWN
Outperform
Netflix Original programming hours seen up 52% y/y, says Cowen
Cowen analyst John Blackledge maintained an Outperform rating and $455 price target on Netflix ahead of the company's second quarter earnings on July 17. In a research note to investors, Blackledge says he expects "solid" results, with Original programming hours up 52% year over year serving as a tailwind. Additionally, the analyst says his firm's latest U.S. survey data suggests about 51% of Netflix users will watch "Stranger Things" Season 3 and many lapsed users may resubscribe, possibly driving gross additions at the end of Q2 and into the third quarter.
07/09/19
NEED
07/09/19
NO CHANGE
NEED
Hold
Disney battle with Netflix in OTT to be 'expensive', says Needham
Needham analyst Laura Martin keeps her Hold rating on Disney (DIS), saying that while the valuation on the stock has gapped up based on investor expectations of it "winning" the OTT battle, she believes that it will take longer for the company to "displace" Netflix (NFLX) and beat the other competitors in the space. The analyst raises her FY20 revenue estimates to $83.4B from $76.6B to account for the contribution of the new Fox assets, but also lowers her EPS view by 15c to $6.39 to reflect the higher investments tied to Disney's OTT service, as the management will have to incur higher TV production costs due to digital platform competition coming from "Netflix, Hulu, Amazon (AMZN) Video, etc."
07/10/19
PIPR
07/10/19
NO CHANGE
Target $440
PIPR
Overweight
Netflix search analysis points to 'solid' Q2 results, says Piper Jaffray
Piper Jaffray analyst Michael Olson says his analysis of Netflix search trends points to "solid" Q2 results, with potential for domestic subscriber upside and in-line international subs. Specifically, Q2 guidance calls for 8.2% year-over-year domestic sub growth and the search index says 11.8% growth, Olson tells investors in a research note. For international, Q2 guidance calls for 36.5% year-over-year sub growth and the index says 45.1%, adds the analyst. He believes investor expectations are for a largely in-line Q2, with potential for Q3 guidance slightly above consensus due to a strong Q3 content slate. Olson maintains an Overweight rating on Netflix shares with a $440 price target.
DIS Disney
$143.55

1.94 (1.37%)

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+.
06/24/19
BOFA
06/24/19
NO CHANGE
BOFA
Disney's 'Toy Story 4' could generate $1B-$1.15B, says BofA/Merrill
BofA/Merrill analyst Jessica Reif Ehrlich maintained a Buy rating and $168 price target on Disney shares following the a "healthy" opening weekend at the box office for "Toy Story 4," which earned $118M domestically, an almost 7% increase on the opening weekend results for "Toy Story 3." The analyst believes "Toy Story 4" could generate between $1-$1.15bn in ultimate global box office for Disney, which could produce 23c in EPS for Disney over the life of the film. She added that the film could have favorable implications as a driver for the new Disney+ service.
07/03/19
LOOP
07/03/19
NO CHANGE
Target $11
LOOP
Hold
AMC Entertainment price target lowered to $11 from $15 at Loop Capital
Loop Capital analyst Alan Gould lowered his price target on AMC Entertainment (AMC) to $11 and kept his Hold rating to reflect the lower box office numbers in Q2. The analyst states that the stock was particularly hard hit by the company's higher leverage, with the adoption of new lease accounting rules suggesting that its debt levels doubled to $10B in the latest quarter. Gould also contends that the selloff may be overdone with much easier comparisons expected in Q3, though Q4 will bring added pressure from Disney's (DIS) launch of its OTT service and 2020 will be challenged by Disney's push out of Avatar sequel release.

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POOL

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KMX

CarMax

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CPRI

Capri Holdings

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-0.445 (-1.20%)

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IPHI

Inphi

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0.06 (0.10%)

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Conference/Events
The Brookings Institution to hold a conference on the US-China Trade War »

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Ubisoft

$0.00

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GME

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ATVI

Activision Blizzard

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KMX

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  • 24

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MS

Morgan Stanley

$43.78

-0.63 (-1.42%)

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  • 18

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ANTM

Anthem

$304.71

-0.73 (-0.24%)

, CNC

Centene

$53.24

-0.51 (-0.95%)

09:20
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ANTM

Anthem

$304.71

-0.73 (-0.24%)

CNC

Centene

$53.24

-0.51 (-0.95%)

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  • 23

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General news
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MKGI

Monaker Group

$2.54

0.055 (2.22%)

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  • 15

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SPX

S&P 500

$0.00

(0.00%)

, VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

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Options
Overnight activity included 200 trades in SPX and 10 trades in VIX »

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GFED

Guaranty Federal Bancshares

$23.50

(0.00%)

09:16
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Earnings
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AAPL

Apple

$203.32

-1.08 (-0.53%)

, QCOM

Qualcomm

$75.75

0.09 (0.12%)

09:15
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Upgrade
Apple, Qualcomm, Skyworks rating change at Raymond James »

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AAPL

Apple

$203.32

-1.08 (-0.53%)

QCOM

Qualcomm

$75.75

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SWKS

Skyworks

$80.15

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  • 30

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AAPL

Apple

$203.32

-1.08 (-0.53%)

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  • 30

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ATEC

Alphatec

$4.68

0.395 (9.22%)

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  • 24

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NMRD

Nemaura Medical

$0.86

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WWE

WWE

$72.14

-0.185 (-0.26%)

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  • 25

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SNPS

Synopsys

$135.82

-0.11 (-0.08%)

, KEYS

Keysight Technologies

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Keysight Technologies

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  • 26

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RUN

Sunrun

$20.38

0.16 (0.79%)

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  • 07

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UNH

UnitedHealth

$266.71

2.11 (0.80%)

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  • 18

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HZNP

Horizon Pharma

$24.32

0.46 (1.93%)

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  • 07

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CRZO

Carrizo Oil & Gas

$10.39

-0.82 (-7.31%)

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Carrizo Oil & Gas rating change  »

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BMTC

Bryn Mawr Bank

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IVAC

Intevac

$4.54

-0.2 (-4.22%)

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Intevac awarded $40M digital night vision contract award »

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