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AAPL

Apple

$217.14

3.38 (1.58%)

, NFLX

Netflix

$287.00

-3.89 (-1.34%)

07:28
09/11/19
09/11
07:28
09/11/19
07:28

Apple price target raised to $250 from $225 at Needham

Needham analyst Laura Martin raised her price target on Apple (AAPL) to $250 and kept her Strong Buy rating after its Special Event announcement, saying the company is continuing its transition to becoming an "integrated content owner" with "captive hardware" by driving more revenue per member and extending the life-span in its iOS ecosystem. The analyst notes that yesterday's event also helped underscore Apple's efforts in creating an "on-ramp" into that ecosystem. Martin cites Apple's broader range of iPhone prices, monthly payment plans, value in bundling Arcade and Apple TV offerings, as well as creating a content "price war" by pricing AppleTV+ at just $5 per month, which could pressure the likes of Netflix (NFLX).

AAPL

Apple

$217.14

3.38 (1.58%)

NFLX

Netflix

$287.00

-3.89 (-1.34%)

  • 23

    Sep

AAPL Apple
$217.14

3.38 (1.58%)

09/11/19
LEHM
09/11/19
NO CHANGE
Target $207
LEHM
Equal Weight
Apple price target raised to $207 from $192 at Barclays
Barclays analyst Tim Long raised his price target for Apple to $207 from $192 after the company announced new hardware products and provided updates on new services. The analyst saw "little surprises except for price points." Lower average selling prices make sense as price elasticity has really kicked in for iPhones this year, Long tells investors in a research note. However, while these actions should help units, gross margins will come under more pressure, contends the analyst. He keeps an Equal Weight rating on shares of Apple.
09/11/19
ADAM
09/11/19
NO CHANGE
Target $240
ADAM
Buy
Apple launch event keeps positive thesis intact, says Canaccord
Canaccord analyst T. Michael Walkley said the Apple launch event met expectations as the company unveiled attractively priced products to drive its installed base growth. The analyst maintained his estimates and said his positive thesis remains intact. Walkley reiterated his Buy rating and $240 price target on Apple shares.
09/11/19
WELS
09/11/19
NO CHANGE
Target $215
WELS
Market Perform
Apple focusing on presenting iPhone Pro as premium product, says Wells Fargo
Commenting on Apple's (AAPL) Tuesday event, Wells Fargo analyst Aaron Rakers notes that the company is focusing on presenting the iPhone Pro as a premium product. One of the biggest surprises was Apple's announced pricing for its Apple TV+ streaming service at $4.99/month versus Netflix (NFLX) $12.99 standard, Disney+ (DIS) $7.99, and HBO GO (T) $14.99, the analyst contends, adding that with a free 1-year Apple TV+ and Arcade subscription included with any new hardware purchase or upgrade, Apple is clearly focused on leveraging a subsidized pricing strategy to drive a user base as content expands. As Rakers thinks about the derivative read-though to his coverage of the NAND industry, the analyst believes that investors could be disappointed in Apple leaving its base NAND capacity point unchanged at 64GB. He reiterates a Market Perform rating and a $215 price target on Apple's shares.
09/11/19
MSCO
09/11/19
NO CHANGE
Target $247
MSCO
Overweight
Morgan Stanley calls Apple a top pick after 'upside surprises' at launch event
Morgan Stanley analyst Katy Huberty said expectations were low into Apple's Special Event, but she thinks the announcements offered "some upside surprises," including lower than expected TV+ pricing, the "very significant" improvements in photo quality and battery life and the fact that Apple didn't raise prices for comparable products following several years of price increases. Additionally, Apple's new services pricing and bundling were more aggressive than expected, said Huberty, who calls Apple a top pick heading into 2020. The analyst, who sees a combination of revenue growth re-acceleration and multiple expansion driving shares higher, keeps an Overweight rating and $247 price target on Apple.
NFLX Netflix
$287.00

-3.89 (-1.34%)

08/29/19
IMPC
08/29/19
NO CHANGE
Target $451
IMPC
Outperform
Netflix price target lowered to $451 from $458 at Imperial Capital
Imperial Capital analyst David Miller lowered his price target for Netflix (NFLX) to $451 from $458 while maintaining an Outperform rating on the shares. The analyst reduced his fiscal 2019 EBITDA and earnings slightly due to higher marketing expense and higher technology costs overseas. His fiscal 2020 estimates also decline modestly to account for higher production expenses in Europe. Various trade publications on Tuesday reported that Netflix was unable to strike a wide-release theatrical arrangement for its upcoming organized crime drama, The Irishman, Miller points out. Even by Netflix standards, the film is "extraordinarily expensive," costing as much as $200M in total production expense, adds the analyst. The market responded by sending shares of Netflix down 1.3%, and shares of Cinemark (CNK) and AMC Entertainment (AMC) down 1.1% and 3.8%, respectively, he notes. Miller believes the exhibitors simply want Netflix to play by the same rules that every other studio uses in the theatrical window, and that is, at least a 90-day exclusive window before the film hits the various ancillary frames used by the studio system.
09/04/19
DADA
09/04/19
NO CHANGE
Target $185
DADA
Buy
Roku price target raised to $185 from $135 at DA Davidson
DA Davidson analyst Tom Forte raised his price target on Roku (ROKU) to $185 and kept his Buy rating as part of his broader research note that sees the rise of OTT being "only" at the "top of the 3rd inning". The analyst believes that the "secular shift" in the consumption of video content to OTT from linear TV is "just beginning", creating an "arms race for proprietary content". Forte adds that the trend also comes with the entrance of new services into the market and an un-bundling followed by a re-bundling of content by and for consumers. The analyst believes that Roku stands to benefit from the billions being spent across the industry on proprietary content, its superior understanding of the international OTT structure, as well as the "additional advantages" of maintaining its independent status within the industry. As part of the research note, Forte contends that Disney's (DIS) content assets have the capacity to be a "dragon slayer" for Netflix (NFLX), particularly if it can manage its "significant channel conflict" and bring ESPN to the "digital age".
09/10/19
FBCO
09/10/19
NO CHANGE
Target $440
FBCO
Outperform
Netflix Q3 app downloads rebounding, says Credit Suisse
Credit Suisse analyst Douglas Mitchelson says that his tracking of app downloads data through the first 7 weeks of Q3 suggests a broad-based rebound in global Netflix (NFLX) trends, reversing its mysteriously poor Q2 performance. A more marketable content slate appears to be contributing, based on the timing of downloads improvements in certain countries, including Saudi Arabia cracking the top-10, he adds. Of note, the analyst points out that Google (GOOGL) search data correlated with his app download analysis. While original slate continues to ramp, Mitchelson argues that for Netflix shares to rebound, Q3 results would have to come in well ahead of expectations. He reiterates an Outperform rating and $440 price target on Netflix's shares.

TODAY'S FREE FLY STORIES

UPS

UPS

$120.71

1.61 (1.35%)

21:22
09/20/19
09/20
21:22
09/20/19
21:22
Conference/Events
UPS management to meet with UBS »

Meetings to be held in…

03/08/13
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  • 23

    Sep

DIS

Disney

$132.18

-1.14 (-0.86%)

, T

AT&T

$37.92

0.78 (2.10%)

18:17
09/20/19
09/20
18:17
09/20/19
18:17
Periodicals
Disney reaches TV carriage agreement with AT&T, Bloomberg says »

The deal includes ESPN on…

DIS

Disney

$132.18

-1.14 (-0.86%)

T

AT&T

$37.92

0.78 (2.10%)

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03/06/13
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  • 23

    Oct

  • 24

    Oct

BA

Boeing

$379.33

-5.28 (-1.37%)

18:15
09/20/19
09/20
18:15
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18:15
Periodicals
Icelandair reaches deal for Boeing to cover costs associated with 737, WSJ says »

Icelandair Group said it…

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  • 02

    Oct

MCF

Contango Oil & Gas

$1.71

-0.07 (-3.93%)

17:58
09/20/19
09/20
17:58
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17:58
Hot Stocks
Karlin Asset Management reports 11.4% passive stake in Contango Oil & Gas »

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GLD

SPDR Gold Shares

$142.97

1.68 (1.19%)

17:41
09/20/19
09/20
17:41
09/20/19
17:41
Hot Stocks
SPDR Gold Shares holdings rise to 894.15MT from 883.60MT »

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VXRT

Vaxart

$0.58

-0.0307 (-5.03%)

17:37
09/20/19
09/20
17:37
09/20/19
17:37
Syndicate
Vaxart files to sell 15.6M shares of common stock »

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AAPL

Apple

$217.69

-3.22 (-1.46%)

17:34
09/20/19
09/20
17:34
09/20/19
17:34
Periodicals
Apple given tariff exclusion on certain Mac Pro parts, Bloomberg says »

Apple has received U.S.…

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IIVI

II-VI

$39.05

-0.5 (-1.26%)

, CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

17:31
09/20/19
09/20
17:31
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17:31
Hot Stocks
II-VI to enter S&P 400; Callon Petroleum, PriceSmart to enter S&P SmallCap600 »

S&P SmallCap 600…

IIVI

II-VI

$39.05

-0.5 (-1.26%)

CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

FNSR

Finisar

$24.31

1.25 (5.42%)

03/08/13
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03/06/13
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  • 23

    Sep

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  • 02

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  • 30

    Oct

NVR

NVR

$3,632.55

-30.45 (-0.83%)

, JEF

Jefferies Financial Group

$19.47

-0.19 (-0.97%)

17:26
09/20/19
09/20
17:26
09/20/19
17:26
Hot Stocks
NVR to replace Jefferies Financial Group in the S&P 500 at open on September 26 »

NVR (NVR) will replace…

NVR

NVR

$3,632.55

-30.45 (-0.83%)

JEF

Jefferies Financial Group

$19.47

-0.19 (-0.97%)

SPB

Spectrum Brands

$49.66

-1.395 (-2.73%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 16

    Oct

NOC

Northrop Grumman

$368.25

-7.45 (-1.98%)

17:24
09/20/19
09/20
17:24
09/20/19
17:24
Hot Stocks
Northrop Grumman subsidiary awarded $1.12B Missile Defense Agency contract »

Orbital Sciences, or OSC,…

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03/06/13
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PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

, FNSR

Finisar

$24.31

1.25 (5.42%)

17:23
09/20/19
09/20
17:23
09/20/19
17:23
Hot Stocks
Breaking Hot Stocks news story on PriceSmart, Finisar »

PriceSmart to replace…

PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

FNSR

Finisar

$24.31

1.25 (5.42%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 30

    Oct

IIVI

II-VI

$39.05

-0.5 (-1.26%)

, CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

17:22
09/20/19
09/20
17:22
09/20/19
17:22
Hot Stocks
Breaking Hot Stocks news story on II-VI, Callon Petroleum »

II-VI to replace Callon…

IIVI

II-VI

$39.05

-0.5 (-1.26%)

CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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  • 23

    Sep

  • 24

    Sep

  • 02

    Oct

NVR

NVR

$3,632.55

-30.45 (-0.83%)

17:20
09/20/19
09/20
17:20
09/20/19
17:20
Hot Stocks
Breaking Hot Stocks news story on NVR »

NVR to replace Jefferies…

03/08/13
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03/06/13
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03/06/13
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NHYDY

Norsk Hydro

$0.00

(0.00%)

17:12
09/20/19
09/20
17:12
09/20/19
17:12
Hot Stocks
Norsk Hydro discloses federal court in Brazil lifts embargo on Alunortes »

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RESN

Resonant

$3.05

0.02 (0.66%)

17:03
09/20/19
09/20
17:03
09/20/19
17:03
Conference/Events
Resonant participates in a conference call with Loop Capital »

Semiconductor Analysts…

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  • 01

    Oct

  • 12

    Nov

NINE

Nine Energy Services

$6.73

-0.33 (-4.67%)

17:02
09/20/19
09/20
17:02
09/20/19
17:02
Syndicate
Breaking Syndicate news story on Nine Energy Services »

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ATOM

Atomera

$3.70

0.17 (4.82%)

17:00
09/20/19
09/20
17:00
09/20/19
17:00
Conference/Events
Atomera participates in a conference call with Loop Capital »

Semiconductor Analysts…

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MPWR

Monolithic Power

$154.21

-2 (-1.28%)

16:50
09/20/19
09/20
16:50
09/20/19
16:50
Conference/Events
Monolithic Power participates in a conference call with Loop Capital »

Semiconductor Analysts…

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  • 02

    Oct

  • 03

    Oct

  • 04

    Oct

AAPL

Apple

$217.69

-3.22 (-1.46%)

16:45
09/20/19
09/20
16:45
09/20/19
16:45
Periodicals
Breaking Periodicals news story on Apple »

Apple given tariff…

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IDA

IDACORP

$111.26

0.93 (0.84%)

16:36
09/20/19
09/20
16:36
09/20/19
16:36
Hot Stocks
IDACORP raises quarterly dividend to 67c from 63c per share »

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  • 10

    Nov

MO

Altria Group

$40.80

0.69 (1.72%)

16:33
09/20/19
09/20
16:33
09/20/19
16:33
Hot Stocks
Altria Group recommends rejection of amended mini-tender by TRC »

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EADSY

Airbus

$0.00

(0.00%)

, AL

Air Lease

$42.68

-0.615 (-1.42%)

16:32
09/20/19
09/20
16:32
09/20/19
16:32
Hot Stocks
Air Lease announces delivery of new A321-200neo to Air Astana »

Air Lease Corporation…

EADSY

Airbus

$0.00

(0.00%)

AL

Air Lease

$42.68

-0.615 (-1.42%)

03/08/13
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  • 13

    Nov

16:30
09/20/19
09/20
16:30
09/20/19
16:30
Options
Preliminary option volume of 23.5M today »

Preliminary option volume…

PSX

Phillips 66

$103.26

0.14 (0.14%)

16:28
09/20/19
09/20
16:28
09/20/19
16:28
Periodicals
Phillips 66 says Beaumont oil terminal ops still shut down, Reuters says »

Phillips 66 said that…

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  • 25

    Oct

POST

Post Holdings

$105.73

0.335 (0.32%)

16:24
09/20/19
09/20
16:24
09/20/19
16:24
Hot Stocks
Post files IPO for active nutrition unit BellRing Brands »

Post Holdings, Inc.…

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