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CMCSA

Comcast

$43.88

-0.86 (-1.92%)

, CMCSK

Comcast

$0.00

(0.00%)

18:42
11/04/19
11/04
18:42
11/04/19
18:42

Comcast launches new ad capabilties for better targeting on TV, Reuters says

Comcast has rolled out new advertising capabilities to assist advertisers in finding and targeting certain television viewers, Reuters' Sheila Dang reports. Comcast plans to rename its cable and ad sales division Effectv, choosing the name because the company is "reinforcing that TV is effective, and not just an awareness play," Comcast Advertising chief marketing officer Maria Weaver told Reuters in an interview. The company said it will use its proprietary data along with other information to help advertisers learn what their target audience is viewing, which will help them buy commercials in the right places to reach certain viewers, the author notes. Reference Link

CMCSA

Comcast

$43.88

-0.86 (-1.92%)

CMCSK

Comcast

$0.00

(0.00%)

  • 09

    Dec

CMCSA Comcast
$43.88

-0.86 (-1.92%)

10/16/19
10/16/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Verizon (VZ), Comcast (CMCSA), and AT&T (T) initiated with Market Perform ratings at Bernstein. 2. Inovalon (INOV) initiated with a Buy at Citi. 3. Assembly Biosciences (ASMB) initiated with a Buy at Mizuho. 4. ChromaDex (CDXC) initiated with an Outperform at Oppenheimer. 5. Axsome Therapeutics (AXSM) initiated with a Buy at Guggenheim. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/25/19
MSCO
10/25/19
NO CHANGE
Target $53
MSCO
Overweight
Morgan Stanley says Comcast results a reminder of 'uniquely attractive position'
Morgan Stanley analyst Benjamin Swinburne said Comcast's Q3 served as a reminder of the company's "uniquely attractive position" with rising returns on invested capital as margins improve and capital intensity falls. While video subscriber losses are increasing, broadband customer growth is accelerating and sustaining this growth is the key to continued share performance, said Swinburne. Although regulatory questions around broadband may come back into focus during the 2020 election process, he also believes the "cumulative impact of years of investment in the network and product set" should not be underestimated, Swinburne added. He keeps an Overweight rating on the stock and bumped up his price target to $53 from $51.
10/25/19
GUGG
10/25/19
NO CHANGE
Target $57
GUGG
Negative view of media assets weighing on Comcast sentiment, says Guggenheim
Guggenheim analyst Mike McCormack said Comcast reported a "solid" third quarter with Cable, NBCU, total revenue, broadband net adds and EBITDA topping his expectations. While he expects free cash flow to improve given the combination of lower capex intensity and moving past film and TV working capital headwinds, he believes "sentiment for media assets remains firmly negative," which he thinks is weighing on sentiment for Comcast. He raised his price target on the stock to $57 from $52 and keeps a Buy rating on Comcast shares.
11/04/19
SPHN
11/04/19
NO CHANGE
Target $8
SPHN
Equal Weight
Stephens ups WideOpenWest price target to $8, remains concerned on competition
Stephens analyst Kyle Evans said shares of WideOpenWest (WOW) have held up better than he anticipated following the distribution of 27M shares by Avista to limited partners in August and that the stock responded better than he'd expected to the company's Q3 report on Friday. Though he raised his price target on the stock to $8 from $6 after unit economics in the quarter trended positively, Evans keeps an Equal Weight rating on the shares given his concerns about leverage, uncertainty around TV economics and "formidable competition" from the likes of Comcast (CMCSA), Charter (CHTR), Cable One (CABO) and Altice USA (ATUS).
CMCSK Comcast
$0.00

(0.00%)

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.
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.
09/19/19
RSBL
09/19/19
NO CHANGE
Target $134
RSBL
Buy
Roku pullback an 'overreaction' to Comcast's free streaming box, says Rosenblatt
Rosenblatt analyst Mark Zgutowicz said yesterday's weakness in Roku (ROKU) shares was related to news that Comcast (CMSCA) will give its Xfinity Flex streaming box to its broadband only customers for free. However, he thinks the potential impact to Roku looks modest. He thinks Roku has a significant customer acquisition advantage via smart TV sell through, noting that Roku TV sales have represented an estimated 1 of 3 smart TVs sold this year. Zgutowicz maintains a Buy rating and $134 price target on Roku shares, which are down another 1% to $128.26 in pre-market trading.
09/25/19
BNCH
09/25/19
INITIATION
Target $64
BNCH
Buy
Comcast initiated with a Buy at Benchmark
Benchmark analyst Matthew Harrigan initiated Comcast with a Buy rating and $64 price target, citing his view that the company is uniquely positioned to benefit from fixed and wireless/mobile broadband growth, direct-to-consumer alternatives to traditional TV bundles and advanced advertising. He sees the potential at Comcast for low teens annual adjusted EPS growth, assuming resumed buyback activity in 2020, Harrigan said.

TODAY'S FREE FLY STORIES

NLOK

NortonLifeLock

$26.29

0.86 (3.38%)

10:25
12/10/19
12/10
10:25
12/10/19
10:25
Options
NortonLifeLock call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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  • 19

    Dec

10:25
12/10/19
12/10
10:25
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10:25
Conference/Events
UBS alternative energy windham to hold an analyst/industry conference call »

Alternative Energy &…

10:25
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JPMorgan oil & gas analysts to hold an analyst/Industry conference call »

Large Cap Oil & Gas…

OMCL

Omnicell

$80.19

0.16 (0.20%)

10:25
12/10/19
12/10
10:25
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10:25
Conference/Events
Omnicell to host investor & analyst day »

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  • 10

    Dec

QSR

Restaurant Brands

$66.80

0.8 (1.21%)

, MCD

McDonald's

$194.64

-0.07 (-0.04%)

10:19
12/10/19
12/10
10:19
12/10/19
10:19
Initiation
Fly Intel: Top five analyst initiations »

Catch up on today's…

QSR

Restaurant Brands

$66.80

0.8 (1.21%)

MCD

McDonald's

$194.64

-0.07 (-0.04%)

SBUX

Starbucks

$87.36

1.08 (1.25%)

WEN

Wendy's

$21.59

-0.13 (-0.60%)

CMG

Chipotle

$822.75

-4.81 (-0.58%)

DNKN

Dunkin' Brands

$76.03

-0.2 (-0.26%)

EAT

Brinker

$41.77

-0.92 (-2.16%)

DPZ

Domino's Pizza

$286.82

0.23 (0.08%)

YUM

Yum! Brands

$98.95

-0.04 (-0.04%)

TXRH

Texas Roadhouse

$55.93

-0.22 (-0.39%)

ARAV

Aravive

$12.19

0.89 (7.88%)

BORR

Borr Drilling

$6.80

0.2 (3.03%)

AAXN

Axon

$72.49

0.22 (0.30%)

ZM

Zoom Video

$64.98

-0.94 (-1.43%)

03/08/13
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03/08/13
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Citigroup
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Barclays

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  • 11

    Dec

  • 11

    Dec

  • 13

    Dec

  • 16

    Dec

NFLX

Netflix

$295.83

-6.65 (-2.20%)

, JPM

JPMorgan

$133.55

-0.9 (-0.67%)

10:18
12/10/19
12/10
10:18
12/10/19
10:18
Downgrade
Fly Intel: Top five analyst downgrades »

Catch up on today's…

NFLX

Netflix

$295.83

-6.65 (-2.20%)

JPM

JPMorgan

$133.55

-0.9 (-0.67%)

MKC

McCormick

$170.54

-2.155 (-1.25%)

CSX

CSX

$69.59

-0.82 (-1.16%)

VTR

Ventas

$56.78

-0.72 (-1.25%)

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

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  • 10

    Dec

  • 10

    Dec

  • 14

    Jan

PH

Parker-Hannifin

$201.96

0.49 (0.24%)

, RDFN

Redfin

$20.98

0.21 (1.01%)

10:18
12/10/19
12/10
10:18
12/10/19
10:18
Upgrade
Fly Intel: Top five analyst upgrades »

Catch up on today's…

PH

Parker-Hannifin

$201.96

0.49 (0.24%)

RDFN

Redfin

$20.98

0.21 (1.01%)

MNRO

Monro

$78.70

4.24 (5.69%)

AGRO

Adecoagro

$7.98

0.47 (6.26%)

OI

Owens-Illinois

$10.51

0.22 (2.14%)

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

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  • 05

    Feb

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

10:17
12/10/19
12/10
10:17
12/10/19
10:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

03/08/13
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Citigroup
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$NYE

NYSE Market Internals

$0.00

(0.00%)

10:16
12/10/19
12/10
10:16
12/10/19
10:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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LK

Luckin Coffee

$30.72

0.35 (1.15%)

10:15
12/10/19
12/10
10:15
12/10/19
10:15
Options
Luckin Coffee put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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QTT

Qutoutiao

$2.70

-0.16 (-5.59%)

10:14
12/10/19
12/10
10:14
12/10/19
10:14
Hot Stocks
Qutoutiao sinks after short report claims 74% of sales are 'fake' »

Shares of Qutoutiao moved…

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SMAR

Smartsheet

$43.80

0.515 (1.19%)

10:12
12/10/19
12/10
10:12
12/10/19
10:12
Conference/Events
Smartsheet management to meet with Oppenheimer »

Meeting to be held in…

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03/06/13
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  • 10

    Dec

  • 11

    Dec

SFIX

Stitch Fix

$27.20

2.03 (8.07%)

10:11
12/10/19
12/10
10:11
12/10/19
10:11
Conference/Events
Stitch Fix management to meet with RBC Capital »

Meetings to be held in…

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  • 11

    Dec

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    Dec

  • 19

    Dec

CHWY

Chewy

$24.93

0.76 (3.14%)

10:10
12/10/19
12/10
10:10
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10:10
On The Fly
Investors weigh Chewy's IPO lockup expiry against better than expected sales »

Shares of Chewy.com…

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  • 10

    Dec

RST

Rosetta Stone

$16.55

0.075 (0.46%)

10:09
12/10/19
12/10
10:09
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Conference/Events
Rosetta Stone management to meet with Needham »

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  • 11

    Dec

  • 12

    Dec

RPAI

Retail Properties of America

$13.90

0.02 (0.14%)

10:07
12/10/19
12/10
10:07
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10:07
Conference/Events
Retail Properties of America management to meet with Jefferies »

Meeting to be held in New…

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  • 11

    Dec

  • 19

    Feb

PYPL

PayPal

$104.01

0.25 (0.24%)

10:06
12/10/19
12/10
10:06
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10:06
Conference/Events
PayPal management to meet with MKM Partners »

Meeting to be held in New…

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03/06/13
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  • 10

    Dec

  • 11

    Dec

QTT

Qutoutiao

$2.75

-0.11 (-3.85%)

10:06
12/10/19
12/10
10:06
12/10/19
10:06
Hot Stocks
Breaking Hot Stocks news story on Qutoutiao »

Qutoutiao drops 8% to…

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PWFL

PowerFleet

$5.90

(0.00%)

10:05
12/10/19
12/10
10:05
12/10/19
10:05
Conference/Events
PowerFleet management to meet with Barrington »

Meeting to be held in…

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  • 11

    Dec

QTT

Qutoutiao

$2.74

-0.12 (-4.20%)

10:05
12/10/19
12/10
10:05
12/10/19
10:05
Periodicals
Breaking Periodicals news story on Qutoutiao »

Wolfpack Research says…

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JBLU

JetBlue

$18.86

-0.06 (-0.32%)

10:05
12/10/19
12/10
10:05
12/10/19
10:05
Options
JetBlue call volume above normal and directionally bullish »

Bullish option flow…

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Citigroup
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10:05
12/10/19
12/10
10:05
12/10/19
10:05
General news
The FOMC began its 2-day meeting »

The FOMC began its 2-day…

PRFT

Perficient

$42.14

-0.2 (-0.47%)

10:04
12/10/19
12/10
10:04
12/10/19
10:04
Conference/Events
Perficient management to meet with Jefferies »

Meetings to be held in…

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  • 11

    Dec

  • 12

    Dec

BAESY

BAE Systems

$0.00

(0.00%)

10:01
12/10/19
12/10
10:01
12/10/19
10:01
Hot Stocks
BAE Systems awarded DARPA contract to develop new cyber tools »

BAE Systems has been…

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CMD

Cantel Medical

$70.98

-6.5 (-8.39%)

10:00
12/10/19
12/10
10:00
12/10/19
10:00
Hot Stocks
Cantel Medical falls -8.3% »

Cantel Medical is down…

03/08/13
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  • 10

    Dec

  • 18

    Dec

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