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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

Disney reaches TV carriage agreement with AT&T, Bloomberg says

The deal includes ESPN on DirecTV and U-Verse, Bloomberg reports, citing a Disney spokesperson.

DIS

Disney

$132.18

-1.14 (-0.86%)

T

AT&T

$37.92

0.78 (2.10%)

  • 24

    Oct

  • 28

    Oct

DIS Disney
$132.18

-1.14 (-0.86%)

09/11/19
WEDB
09/11/19
NO CHANGE
Target $245
WEDB
Outperform
Special event 'a positive growth catalyst' for Apple going forward, says Wedbush
Following the highly anticipated Apple (AAPL) Special Event, Wedbush analyst Daniel Ives notes that the company unveiled its trifecta of new iPhones, next generation iPad and Apple Watch coupled with the pricing for Apple TV+ of $4.99 per month and the launch date of November 1. The pricing of Apple's streaming TV service at $4.99 per month is a "show stopper" and a "major shot across the bow" at the likes of Netflix (NFLX) and Disney (DIS), among others, he contends. The analyst also notes with Apple caught in the crossfire on the U.S./China trade battle over the last six months, the company is highly anticipating this iPhone 11 slate of smartphones to stimulate demand especially in the key China region. Ives reiterates an Outperform rating and $245 price target on the shares as he views the event as a "positive growth catalyst for Cupertino going forward."
09/11/19
JPMS
09/11/19
NO CHANGE
JPMS
Overweight
Apple TV+ pricing a positive catalyst for adoption, says JPMorgan
JPMorgan analyst Samik Chatterjee came out of Apple's (AAPL) event yesterday "largely positive," believing lowered pricing of the iPhone 11 relative to the XR could act as a positive driver for volumes in the entry level premium smartphone segment. Further, the analyst says "favorable pricing" for Apple TV+ and Apple Arcade makes him positive on the potential ramp of the new services. Apple TV+'s monthly subscription price of $4.99 is "quite attractive" relative to competitive services, which should be a positive catalyst for adoption as Apple scales up its original content over time to compete with Netflix (NFLX), Amazon's (AMZN) Prime Video and Disney (DIS), among others, Chatterjee told investors earlier in a research note. He kept an Overweight rating on Apple shares.
09/12/19
IMPC
09/12/19
NO CHANGE
Target $451
IMPC
Outperform
Apple TV pricing adds pressure to Netflix and Disney, says Imperial Capital
The $4.99 monthly price of Apple's (AAPL) TV+ adds pressure to both Netflix (NFLX) and Disney (DIS), Imperial Capital analyst David Miller tells investors in a research note. The price point took most analysts by surprise, as $4.99 is "far less" than what had been previously estimated going in to Apple's presentation, which was somewhere around the $9.00 level, according to Miller. In addition, while Apple's content lineup is not nearly as robust as that offered currently by Netflix , or what will be offered by Disney+, its lineup looked "fairly impressive," headlined by talent such as Jennifer Aniston, Samuel L. Jackson, Ron Moore, Aaron Paul, Oprah Winfrey, Octavia Spencer, and M. Night Shyamalan, Miller contends. However, he believes the market is too focused on price points rather than the "value" for that said price point. The analyst keeps an Outperform rating on Netflix shares with a $451 price target.
09/19/19
IMPC
09/19/19
NO CHANGE
Target $139
IMPC
In-Line
Imperial lowers Disney estimates on 'dim prospects' for Ad Astra
Imperial Capital analyst David Miller lowered his fiscal Q4 earnings per share estimate for Disney to 94c from 96c to reflect the "dim prospects" for upcoming film Ad Astra. It looks like Ad Astra is set to open somewhere between $19M and $22M, very low relative to its negative cost, says the analyst, which he believes is $85M. Miller points out that Disney acquired the film in the 21st Century Fox acquisition. The analyst also lowered his price target for Disney shares to $139 from $140 and kept an In-Line rating on the name.
T AT&T
$37.92

0.78 (2.10%)

09/10/19
OPCO
09/10/19
NO CHANGE
Target $41
OPCO
Outperform
Elliot's plan to accelerate AT&T shareowner value, says Oppenheimer
Oppenheimer analyst Timothy Horan notes that Elliott Management sent a letter to AT&T's board of directors that it has taken a $3.2B effective ownership stake in the company and has a share price target of $60-plus by the end of 2021. Elliott's four-part plan recommends increased strategic focus, improving operational efficiencies, a formal capital allocation framework, and improved leadership, he adds. The analyst believes AT&T has the ability to increase shareholder value by continuing to focus more on higher growth segments that are in line with our shared infrastructure thesis. Horan notes the company is already implementing many of Elliott's recommendations, but believes it can be more aggressive with cost reductions and asset sales. He reiterates an Outperform rating and $41 price target on the 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
FBCO
09/11/19
NO CHANGE
FBCO
Netflix head start unlikely dented by Apple TV+, says Credit Suisse
Credit Suisse analyst Douglas Mitchelson notes that his Netflix (NFLX) thesis already presumes increased competition in the future and Apple (AAPL) is noteworthy as it certainly has a "terrific brand and global distribution platform." However, the analyst believes Netflix's 10-year head start, scale, breath of content and customer engagement is unlikely to be dented by an Apple TV+ subscription service with a relatively light content slate and no library content. In fact, Apple TV+ looks more like an HBO (T) or Showtime than a Netflix, Hulu or Amazon Prime (AMZN), he contends, adding that he continues to believe SVOD will not be a zero sum game. Lastly, Mitchelson would expect Apple TV+ would more likely displace a runner-up than the leader.
09/18/19
DZBN
09/18/19
DOWNGRADE
Target $38
DZBN
Hold
AT&T downgraded to Hold from Buy at DZ Bank
DZ Bank analyst Matthias Volkert downgraded AT&T to Hold from Buy with a $38 price target.

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SLB

Schlumberger

$31.90

-0.06 (-0.19%)

09:33
10/18/19
10/18
09:33
10/18/19
09:33
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Schlumberger says sees FY19 CapEx $1.6B-$1.7B »

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MSFT

Microsoft

$139.68

-0.8 (-0.57%)

09:31
10/18/19
10/18
09:31
10/18/19
09:31
Recommendations
Microsoft analyst commentary  »

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QSR

Restaurant Brands

$69.43

-0.26 (-0.37%)

09:31
10/18/19
10/18
09:31
10/18/19
09:31
Recommendations
Restaurant Brands analyst commentary  »

Burger King and Popeyes…

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09:31
10/18/19
10/18
09:31
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09:31
Conference/Events
SVB Leerink biotech analyst to hold analyst/industry conference call »

Analysts, along with…

ANTM

Anthem

$249.25

4.2 (1.71%)

09:31
10/18/19
10/18
09:31
10/18/19
09:31
Recommendations
Anthem analyst commentary  »

Anthem gaining momentum…

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  • 23

    Oct

ZEN

Zendesk

$68.01

-0.05 (-0.07%)

09:30
10/18/19
10/18
09:30
10/18/19
09:30
Recommendations
Zendesk analyst commentary  »

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  • 29

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NOW

ServiceNow

$254.23

-0.79 (-0.31%)

09:30
10/18/19
10/18
09:30
10/18/19
09:30
Recommendations
ServiceNow analyst commentary  »

Strong Q3 results, new…

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  • 23

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ZM

Zoom Video

$67.03

-0.7 (-1.03%)

09:28
10/18/19
10/18
09:28
10/18/19
09:28
Recommendations
Zoom Video analyst commentary  »

Zoom Video price target…

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  • 16

    Dec

ISCA

International Speedway

$45.01

-0.005 (-0.01%)

09:26
10/18/19
10/18
09:26
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09:26
Hot Stocks
International Speedway completes closing of acquisition by NASCAR »

International Speedway…

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09:25
10/18/19
10/18
09:25
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09:25
Conference/Events
SunTrust technology analysts to hold an analyst/industry conference call »

Technology Analysts…

LLY

Eli Lilly

$108.44

0.47 (0.44%)

, NVS

Novartis

$87.25

0.25 (0.29%)

09:25
10/18/19
10/18
09:25
10/18/19
09:25
Conference/Events
Cantor specialty pharma analyst to hold analyst/industry conference call »

Specialty Pharmaceuticals…

LLY

Eli Lilly

$108.44

0.47 (0.44%)

NVS

Novartis

$87.25

0.25 (0.29%)

PFE

Pfizer

$36.46

0.12 (0.33%)

03/08/13
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    Dec

BLDR

Builders FirstSource

$22.72

0.28 (1.25%)

09:24
10/18/19
10/18
09:24
10/18/19
09:24
Recommendations
Builders FirstSource analyst commentary  »

Builders FirstSource…

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  • 01

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TMQ

Trilogy Metals

$1.76

0.14 (8.64%)

09:23
10/18/19
10/18
09:23
10/18/19
09:23
Initiation
Trilogy Metals initiated  »

Trilogy Metals initiated…

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CTO

Consolidated-Tomoka

$66.81

3.31 (5.21%)

09:22
10/18/19
10/18
09:22
10/18/19
09:22
Hot Stocks
Consolidated-Tomoka announces sale of golf operations for $3.45M »

Consolidated-Tomoka Land…

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  • 12

    Nov

09:20
10/18/19
10/18
09:20
10/18/19
09:20
General news
Fed's Kaplan said he's concerned about global growth »

Fed's Kaplan said…

FCCY

1st Constitution Bancorp

$19.13

0.31 (1.65%)

09:18
10/18/19
10/18
09:18
10/18/19
09:18
Earnings
1st Constitution Bancorp reports Q3 adjusted EPS 45c, consensus 40c »

Book value per share and…

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  • 13

    Nov

SPX

S&P 500

$0.00

(0.00%)

, VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

09:18
10/18/19
10/18
09:18
10/18/19
09:18
Options
Overnight activity included 215 trades in SPX and 28 trades in VIX »

215 trades were executed…

SPX

S&P 500

$0.00

(0.00%)

VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

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09:13
10/18/19
10/18
09:13
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Conference/Events
Federal Reserve Board of Governors Vice Chairman Clarida speaks on the economy »

Federal Reserve Board of…

DPZ

Domino's Pizza

$256.49

0.465 (0.18%)

09:13
10/18/19
10/18
09:13
10/18/19
09:13
Recommendations
Domino's Pizza analyst commentary  »

Domino's Pizza…

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  • 06

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SWM

Schweitzer-Mauduit

$37.64

1.2 (3.29%)

09:11
10/18/19
10/18
09:11
10/18/19
09:11
Hot Stocks
SWM appoints Omar Hoek as EVP, engineered papers »

SWM International…

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MNRL

Brigham Minerals

$19.53

0.825 (4.41%)

09:09
10/18/19
10/18
09:09
10/18/19
09:09
Initiation
Brigham Minerals initiated  »

Brigham Minerals…

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AXP

American Express

$119.17

1.76 (1.50%)

, KO

Coca-Cola

$53.80

0.31 (0.58%)

09:09
10/18/19
10/18
09:09
10/18/19
09:09
Hot Stocks
Fly Intel: Pre-market Movers »

UP AFTER EARNINGS:…

AXP

American Express

$119.17

1.76 (1.50%)

KO

Coca-Cola

$53.80

0.31 (0.58%)

SNAP

Snap

$13.78

0.11 (0.80%)

M

Macy's

$15.78

-0.01 (-0.06%)

LB

L Brands

$18.10

0.3 (1.69%)

GPS

Gap

$17.58

0.04 (0.23%)

SYF

Synchrony

$33.97

0.48 (1.43%)

SLB

Schlumberger

$31.90

-0.06 (-0.19%)

ISRG

Intuitive Surgical

$529.22

-1.25 (-0.24%)

STT

State Street

$59.71

0.57 (0.96%)

CSX

CSX

$69.78

0.79 (1.15%)

SXT

Sensient

$66.57

0.4 (0.60%)

GNTX

Gentex

$27.57

-0.01 (-0.04%)

03/08/13
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03/06/13
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03/06/13
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  • 18

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  • 06

    Dec

BOCH

Bank of Commerce Holdings

$10.94

0.02 (0.18%)

09:09
10/18/19
10/18
09:09
10/18/19
09:09
Earnings
Bank of Commerce Holdings reports Q3 EPS 26c, two est. 24c »

Randall S. Eslick,…

03/08/13
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D

Dominion

$82.38

0.58 (0.71%)

09:09
10/18/19
10/18
09:09
10/18/19
09:09
Hot Stocks
Dominion and Virginia partner for renewable energy in state facilities »

Dominion Energy and the…

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09:08
10/18/19
10/18
09:08
10/18/19
09:08
Conference/Events
Federal Reserve Bank of Minneapolis president participates in a summit »

Minneapolis Federal…

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