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TIVO

TiVo

$8.25

(0.00%)

, CMCSA

Comcast

$46.43

(0.00%)

09:40
09/11/19
09/11
09:40
09/11/19
09:40

Appeals court denies TiVo bid to revive patent against Comcast, Bloomberg says

An appeals court affirmed the PTAB decision to invalidate claims of a patent owned by TiVo's Veveo that had been part of a lawsuit against Comcast, reported Bloomberg. TiVo has dropped the patent from its case filed in New York against Comcast, Bloomberg noted.

TIVO

TiVo

$8.25

(0.00%)

CMCSA

Comcast

$46.43

(0.00%)

CMCSK

Comcast

$0.00

(0.00%)

  • 11

    Sep

  • 27

    Oct

TIVO TiVo
$8.25

(0.00%)

03/01/19
RILY
03/01/19
NO CHANGE
Target $24
RILY
Buy
B. Riley adds Gaia, removes TiVo from Alpha Generator list
B. Riley FBR analyst Eric Wold added Gaia (GAIA) to his firm's Alpha Generator list while removing TiVo (TIVO). The analyst anticipates Gaia's board will take steps to accelerate profitability amid growing investor concerns around balance sheet preservation. He projects the company could reach profitability by around mid-2019 and still generate net subscriber growth of 30%-40% in 2019. The "profitability pivot" should a "meaningful near-term re-rating" for the shares, Wold tells investors in a research note. He keeps a Buy rating on Gaia with a $24 price target. The analyst maintains a Buy rating on TiVo with a $23 price target.
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.
06/13/19
RILY
06/13/19
NO CHANGE
Target $18
RILY
Buy
TiVo should be bought ahead of two potential catalysts, says B. Riley FBR
After hosting an investor lunch with management, B. Riley FBR analyst Eric Wold is confident that TiVo's (TIVO) current valuation reflects "absolutely zero probability" of either an eventual Comcast (CMCSA) settlement or a positive outcome from the strategic review and ongoing buyer discussions. The analyst, however, sees momentum for one or both of those events coming to fruition on TiVo's side. He recommends buying the stock in front of the two potential catalysts and reiterates a Buy rating on the name with an $18 price target.
07/12/19
RILY
07/12/19
NO CHANGE
Target $18
RILY
Buy
TiVo shares had minimal reaction to licensing agreements, says B. Riley FBR
There has been a "surprising lack of activity" in TiVo (TIVO) shares since the licensing agreements with LG Electronics and Shaw Communications were announced earlier this week, B. Riley FBR analyst Eric Wold tells investors in a research note. The 3.2% move in the stock this week is an indication that investors are now almost entirely focused on the ongoing licensing dispute and litigation with Comcast (CMCSA) "with almost a complete disregard for any other improvements in the company's baseline licensing operations," contends the analyst. Wold views TiVO as an opportunity at current levels and reiterates a Buy rating on the shares with an $18 price target.
CMCSA Comcast
$46.43

(0.00%)

08/27/19
WELS
08/27/19
INITIATION
Target $400
WELS
Market Perform
Charter resumed with a Market Perform at Wells Fargo
Wells Fargo analyst Jennifer Fritzsche resumed coverage of Charter Communications (CHTR) with a Market Perform rating and $400 price target. The analyst says that despite its "many positives," she struggles with Charter's relative valuation and tangible catalysts going forward. Charter trades at a "notable premium" to Comcast (CMCSA) and Altice USA (ATUS), Fritzsche tells investors in a research note. The analyst resumed coverage of the cable multiple system operator sector with an Overweight rating. Cable is best positioned in the near-term to capitalize on customer demand for bandwidth and speed with the broadband pipe, with a significant advantage versus telcos in terms of network speed, Fritzsche tells investors in a research note.
08/27/19
WELS
08/27/19
INITIATION
Target $50
WELS
Outperform
Comcast resumed with an Outperform at Wells Fargo
Wells Fargo analyst Jennifer Fritzsche resumed coverage of Comcast with an Outperform rating and $50 price target. The analyst believes the Comcast story is a "more multi-dimensional one" than its cable peers. While the company is primarily a video and broadband provider, it has more diversification of its revenue base, which allows it to participate in other areas of the media landscape, says Fritzsche. The analyst resumed coverage of the cable multiple system operator sector with an Overweight rating. Cable is best positioned in the near-term to capitalize on customer demand for bandwidth and speed with the broadband pipe, with a significant advantage versus telcos in terms of network speed, Fritzsche tells investors in a research note.
09/05/19
OPCO
09/05/19
UPGRADE
Target $54
OPCO
Outperform
Comcast upgraded to Outperform from Perform at Oppenheimer
Oppenheimer analyst Timothy Horan upgraded Comcast to Outperform from Perform with a $54 price target. The company's fundamentals are "healthy" in the near-term, and 2020 is setting up to be a "strong year," Horan tells investors in a research note. The analyst sees broadband strength offsetting weakness in video and believes the Street is underestimating Comcast's advertising revenues. Further, he thinks cable can become a 50%-plus EBITDA margin business for the company. In addition, Horan believes Comcast shares are attractively valued at current levels.
09/05/19
09/05/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Comcast (CMCSA) upgraded to Outperform from Perform at Oppenheimer with analyst Timothy Horan saying the company's fundamentals are "healthy" in the near-term, and 2020 is setting up to be a "strong year." 2. Activision Blizzard (ATVI) upgraded to Overweight from Equal Weight at Stephens with analyst Jeff Cohen citing his view that estimates for 2019 are now "de-risked" due to the successful launch of World of Warcraft Classic and the announcement of a Nintendo Switch port of Overwatch. 3. Match Group (MTCH) upgraded to Buy from Hold at SunTrust with analyst Youssef Squali saying that the "positive" intra-quarter app traffic and revenue trends imply a positive quarter-to-date momentum for the company. 4. Incyte (INCY) upgraded to Outperform from Market Perform at JMP Securities and to Outperform from Perform at Oppenheimer. 5. National Oilwell (NOV) upgraded to Buy from Hold at Jefferies with analyst Bradley Handler saying even with the uncertain macro environment, National Oilwell's outlook includes backlog-based growth potential and less margin risk. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
CMCSK Comcast
$0.00

(0.00%)

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.
08/14/19
MACQ
08/14/19
DOWNGRADE
Target $31
MACQ
Neutral
Viacom downgraded to Neutral from Outperform at Macquarie
Macquarie analyst Tim Nollen downgraded Viacom (VIAB) to Neutral from Outperform and keeps a Neutral rating on CBS (CBS) shares after the two companies announced a merger deal with no premium for Viacom following "3 years of on again/off again merger discussions amidst wrenching change in the industry." While he believes the deal's strategic positives outweigh the risks, Nollen said integration might not be easy and that ViacomCBS will still be "small-ish" compared with competitors Comcast (CMCSA) and Disney (DIS). He lowered his price target on Viacom shares to $31 from $37 and cut his price target on CBS shares to $53 from $55.
07/29/19
FBCO
07/29/19
NO CHANGE
FBCO
Credit Suisse sees virtually no impact for AT&T, Verizon from Dish near-term
Following the Justice Department's settlement with T-Mobile (TMUS) and Sprint (S), Credit Suisse analyst Douglas Mitchelson notes that for Altice USA (ATUS), the settlement requires mobile virtual network operator contracts to be extended through at least 7 years post closing, which he views as a "significant positive" for Altice. For cable broadly, Dish (DISH) would represent an "intriguing option" for entry into the wireless business longer-term if CEO decided to sell the company, he contends. The analyst would expect that Comcast (CMCSA) and Charter (CHTR) would wait until the point where wireless pricing and valuations are thought to have bottomed. For AT&T (T) and Verizon (VZ), Mitchelson sees virtually no impact from Dish the next few years as the company will be just focused on scaling marketing of its T-Mobile MVNO while building its wireless network. Longer-term, while Dish might be in a position to deflate wireless pricing, AT&T and Verizon should still have superior coverage, network density, backhaul, scale, and quality of service, he adds.
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.

TODAY'S FREE FLY STORIES

XLRN

Acceleron

$44.67

0.75 (1.71%)

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PNRL

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RBNC

Reliant Bancorp

$24.70

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    Sep

ORCL

Oracle

$53.12

-0.64 (-1.19%)

, INTC

Intel

$52.21

-0.32 (-0.61%)

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INTC

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  • 24

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ORCL

Oracle

$53.12

-0.64 (-1.19%)

, VMW

VMware

$155.87

4.81 (3.18%)

19:08
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VMware, Oracle expand partnership on hybrid cloud »

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Oracle

$53.12

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VMW

VMware

$155.87

4.81 (3.18%)

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  • 10

    Oct

ACRS

Aclaris Therapeutics

$1.09

0.06 (5.83%)

, BBCP

Concrete Pumping

$4.40

0.265 (6.41%)

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Fly Intel: After Hours Movers »

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ACRS

Aclaris Therapeutics

$1.09

0.06 (5.83%)

BBCP

Concrete Pumping

$4.40

0.265 (6.41%)

GLW

Corning

$30.04

-0.12 (-0.40%)

XLRN

Acceleron

$44.67

0.75 (1.71%)

SHOP

Shopify

$337.93

-0.77 (-0.23%)

KHC

Kraft Heinz

$29.62

0.37 (1.27%)

PSTV

Plus Therapeutics

$9.51

-0.05 (-0.52%)

03/08/13
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  • 16

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  • 01

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  • 04

    Dec

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    Apr

  • 17

    Sep

KHC

Kraft Heinz

$29.62

0.37 (1.27%)

19:03
09/16/19
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19:03
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19:03
Hot Stocks
3G Capital sells 25.1M shares of Kraft Heinz »

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  • 01

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KHC

Kraft Heinz

$29.62

0.37 (1.27%)

18:53
09/16/19
09/16
18:53
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18:53
Hot Stocks
Kraft Heinz's Lemann acquires nearly 3.5M common shares »

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  • 01

    Oct

HMSY

HMS Holdings

$37.14

0.24 (0.65%)

18:43
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HMS Holdings acquires VitreosHealth for approximately $36.5M »

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18:25
09/16/19
09/16
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18:25
General news
U.S. industrial production preview: »

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ICAD

iCAD

$6.89

-0.01 (-0.14%)

18:25
09/16/19
09/16
18:25
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18:25
Conference/Events
iCAD to hold an investor reception »

Management hosts "An…

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  • 16

    Sep

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    Nov

GLW

Corning

$30.04

-0.12 (-0.40%)

18:18
09/16/19
09/16
18:18
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18:18
Hot Stocks
Corning down 5.5% or $1.64 at $28.40 per share after cutting volume outlook »

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WE

We Company

$0.00

(0.00%)

18:17
09/16/19
09/16
18:17
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18:17
Periodicals
We Company IPO delayed until October at earliest, WSJ reports »

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GLW

Corning

$30.04

-0.12 (-0.40%)

18:16
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Corning cuts Q3 volume guidance for Display and Optical Communications units »

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WE

We Company

$0.00

(0.00%)

18:05
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18:05
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18:05
Periodicals
Breaking Periodicals news story on We Company »

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GM

General Motors

$37.21

-1.62 (-4.17%)

18:02
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Periodicals
Auto workers strike could cost GM $100M daily, WSJ says »

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HLNE

Hamilton Lane

$59.95

-0.51 (-0.84%)

17:57
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Hot Stocks
Hamilton Lane vice chairman sells 150K shares of common stock »

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  • 26

    Sep

17:52
09/16/19
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Conference/Events
SVB Leerink biotech analysts to hold analyst/industry conference call »

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HLNE

Hamilton Lane

$59.95

-0.51 (-0.84%)

17:52
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Hot Stocks
Hamilton Lane chairman sells 78.5K shares of common »

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  • 26

    Sep

GD

General Dynamics

$190.91

0.98 (0.52%)

, BAH

Booz Allen

$70.35

0.85 (1.22%)

17:44
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General Dynamics, Booz Allen and Parsons awarded $427M max Air Force contract »

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GD

General Dynamics

$190.91

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BAH

Booz Allen

$70.35

0.85 (1.22%)

PSN

Parsons

$37.25

0.35 (0.95%)

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  • 27

    Oct

T

AT&T

$37.32

-0.58 (-1.53%)

17:43
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17:43
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Periodicals
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  • 23

    Oct

UBER

Uber

$34.42

1.18 (3.55%)

, LYFT

Lyft

$47.78

1.68 (3.64%)

17:39
09/16/19
09/16
17:39
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17:39
Periodicals
Uber to limit drivers' app access in NYC to comply with rules, Reuters says »

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UBER

Uber

$34.42

1.18 (3.55%)

LYFT

Lyft

$47.78

1.68 (3.64%)

03/08/13
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NEE

NextEra Energy

$218.31

-0.19 (-0.09%)

17:36
09/16/19
09/16
17:36
09/16/19
17:36
Conference/Events
NextEra Energy management to meet with UBS »

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  • 18

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NJR

New Jersey Resources

$44.80

-0.36 (-0.80%)

17:34
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New Jersey Resources formally appoints Steve Westhoven CEO »

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