Breaking News Instant updates and real-time market news.

NFLX

Netflix

$310.48

-1.4 (-0.45%)

, DIS

Disney

$148.25

1.34 (0.91%)

18:09
11/22/19
11/22
18:09
11/22/19
18:09

Netflix internal data shows company not hurt by Disney+, Bloomberg says

Netflix's (NFLX) internal data indicates that the company hasn't been hurt just yet by the launch of competing services from Disney (DIS) and Apple (AAPL), Bloomberg's Lucas Shaw reports, citing a person briefed on the streaming giant's subscriber information. The number of customers leaving Netflix has not accelerated around the rollouts of those services, the author notes. Reference Link

NFLX

Netflix

$310.48

-1.4 (-0.45%)

DIS

Disney

$148.25

1.34 (0.91%)

AAPL

Apple

$261.81

-0.23 (-0.09%)

  • 09

    Dec

  • 10

    Dec

NFLX Netflix
$310.48

-1.4 (-0.45%)

11/15/19
JPMS
11/15/19
NO CHANGE
JPMS
Overweight
JPMorgan adds Lyft to list of top Internet picks
Earlier, JPMorgan analyst Doug Anmuth added Lyft (LYFT) to his list of top picks in the internet sector following third quarter earnings, saying the ride-hailing giant reported "significantly" better than expected revenue and EBITDA as it continues to take share of an increasingly rational U.S. rideshare market, thereby accelerating its path to profitability. Anmuth said that Lyft, which joins Facebook (FB), Amazon (AMZN), and Netflix (NFLX) in his top picks in the sector, also reiterated its expectation for consolidated EBITDA profit by the fourth quarter of 2021, though he continues to believe core rideshare can be profitable "well before that," likely sometime in 2020. The analyst, who has an Overweight rating on Lyft, noted that he removed Twitter (TWTR) and IAC/InterActive (IAC) from his top picks.
11/18/19
SOCG
11/18/19
NO CHANGE
Target $200
SOCG
Sell
Societe Generale sees big downside in Netflix shares with 'uniqueness' eroding
A "wider competitive set" has started to dilute Netflix's (NFLX) perceived "uniqueness" and will probably restrain its pricing power in the short term, Societe Generale analyst Christophe Cherblanc tells investors in a research note. The low price points set by Disney+ (DIS) at $6.99 per month and Apple TV+ (AAPL) at $4.99 per month will likely make Netflix more cautious exercising its pricing power, Cherblanc contends. Further, he believes the company's 2019 price increases have had a slightly higher than expected impact on U.S. churn. The analyst keeps a Sell rating on Netflix with a $200 price target. The streaming service closed Friday up $5.41 to $295.03. Despite the recent pullback, the shares still have "significant downside" risk, Cherblanc contends. Nonetheless, the analyst thinks Netflix will retain a dominant position in a "rapidly expanding" over-the-top market and deliver steady margin expansion.
11/22/19
PIPR
11/22/19
NO CHANGE
Target $400
PIPR
Overweight
Piper survey finds one third of U.S. Netflix subscribers want Disney+
Disney's (DIS) streaming service has now been out for ten days and current Netflix (NFLX) subscribers appear to have a fairly strong interest in the service, Piper Jaffray analyst Michael Olson tells investors in a research note. The analyst surveyed 1,700 domestic Netflix subscribers to gauge interest in Disney+ and found that 33% expect to subscribe to Disney+, up from 28% in September and 27% in April. Increasing awareness of the service is driving rising subscriber interest, says the analyst. However, Olson points out that despite rising interest in Disney+, he has seen a "consistent indication" that only a mid-single digit percentage of Netflix subscribers expect to cancel in favor of Disney+. Further, at any given time, there is a single digit percentage of Netflix subscribers that expect to cancel the service in the next few months, adds the analyst. Olson still expects Netflix will continue to capture a significant portion of traditional content dollars as they migrate to streaming. He maintains an Overweight rating on the shares with a $400 price target. The stock closed Thursday up $6.53 to $311.69.
11/22/19
NOMU
11/22/19
NO CHANGE
Target $300
NOMU
Neutral
Netflix seeing 'muted' impact from Disney+ launch, says Nomura Instinet
Nomura Instinet analyst Mark Kelley says data suggests that Netflix (NFLX) is seeing a "muted" impact from the launch of Disney's (DIS) streaming service. Plans for Disney+ start at $7 per month, a notable discount from Netflix's standard plan starting at $13 per month, Kelley tells investors in a research note. He keeps a Neutral rating on Netflix shares with a $300 price target. Piper Jaffray this morning said its survey found that one third of U.S. Netflix subscribers expect to sign up for Disney+.
DIS Disney
$148.25

1.34 (0.91%)

11/19/19
RSBL
11/19/19
NO CHANGE
Target $175
RSBL
Rosenblatt boosts Disney target to $175 after second streaming survey
Following his second streaming video survey over the weekend, Rosenblatt analyst Bernie McTernan raised his price target for Disney to $175 from $170 and reiterated the shares as his top pick in Media. The analyst now assumes 21M global Disney+ subscribers at the end of December and 35M at the end of fiscal 2020. The analyst says awareness of Disney+ increased dramatically from his last survey. 84% of respondents indicated they were aware of Disney's streaming service, up from 63% in his prior survey published on October 27. McTernan believes Disney+ current has 15M-20M subscribers. He reiterates a Buy rating on Disney shares.
11/20/19
IMPC
11/20/19
NO CHANGE
Target $143
IMPC
In-Line
Imperial Capital ups Disney target to $143 ahead of Frozen 2 debut
Imperial Capital analyst David Miller raised his price target for Disney to $143 from $141 with Frozen 2 set to debt on roughly 6,950 screens. This should "materially improve" the U.S. box office pacing number, Miller tells investors in a research note. The analyst keeps an In-Line rating on Disney shares.
AAPL Apple
$261.81

-0.23 (-0.09%)

11/15/19
JPMS
11/15/19
NO CHANGE
Target $290
JPMS
Overweight
JPMorgan ups Apple target to $290 on 'underappreciated' advertising opportunity
JPMorgan analyst Samik Chatterjee raised his price target for Apple to $290 from $280 and reiterates an Overweight rating on the shares. Following the stock's strong run, investor attention is increasingly focusing on identifying new avenues of Services revenue growth beyond the current ventures, such as Apple Music, Apple Pay, Apple Arcade, and its latest, Apple TV+, "which are still very much in early innings," Chatterjee tells investors in a research note. However, he believes "hidden in plain sight and underappreciated by most" is Apple's advertising opportunity. The analyst highlights the "secular migration" of advertising dollars to mobile platforms and Apple's large installed base of close to 1B iPhone users. Chatterjee estimates that if Apple were willing to accelerate monetization of advertising through an expansion of its current efforts with Apple Search Ads as well as adopting new strategies around Apple TV, it could expand advertising revenues 33% per annum to $11B in fiscal 2020 from an estimated ~$2B currently. Piper Jaffray this morning also raised its price target on Apple to $290.
11/19/19
FBCO
11/19/19
NO CHANGE
Target $221
FBCO
Neutral
Apple's iPhone unit trends remain 'solid,' says Credit Suisse
Credit Suisse analyst Matthew Cabral tells investors in a research note that nearly two months into the iPhone 11 cycle, data points continue to suggest a meaningful improvement in units y/y. Government data suggests iPhone units are up 6% y/y in China over September and October combined, with Cabal adding that his firm's tracking data suggesting the iPhone has yet to hit full supply/demand balance eight weeks post-launch. While Cabral says he is "on board" with the idea that the shift toward Services deserves a higher multiple over time, he "struggles" with continued P/E expansion seemingly led by firming iPhone data points rather than Services-driven upside. The analyst keeps a Neutral rating and $221 price target on Apple shares.
11/19/19
WEDB
11/19/19
NO CHANGE
Target $325
WEDB
Outperform
China the 'linchpin' of success on Apple iPhone supply chain, says Wedbush
Wedbush analyst Daniel Ives tells investors in a research note that President Trump is expected to visit Apple's tech manufacturing facility in Austin, Texas along with CEO Tim Cook in what he calls a key strategic visit for the company. While Ives says he sees more AI and hardware manufacturing coming out of the U.S., India, and potentially Vietnam down the road, for the foreseeable future China remains the "linchpin" of success on the iPhone supply chain with Cook needing to "play nice in the sandbox" both in the U.S. as well as in China to make sure no new roadblocks appear that could derail this potential "5G super cycle" heading into 2020. He keeps an Outperform rating and $325 price target on Apple shares.

TODAY'S FREE FLY STORIES

RUHN

Ruhnn

$6.19

-0.2 (-3.13%)

04:55
12/08/19
12/08
04:55
12/08/19
04:55
Conference/Events
Ruhnn management to meet with Mizuho »

Meetings to be held in…

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

See Street Research during your Free Trial

  • 08

    Dec

  • 09

    Dec

04:55
12/08/19
12/08
04:55
12/08/19
04:55
Conference/Events
Piper Jaffray biotech analysts to hold a KOL luncheon »

Biotech Analysts hold a…

SRRA

Sierra Oncology

$0.49

0.1035 (27.13%)

04:55
12/08/19
12/08
04:55
12/08/19
04:55
Conference/Events
Sierra Oncology to hold an analyst and investor event »

Analyst and Investor…

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

See Street Research during your Free Trial

  • 08

    Dec

MGTA

Magenta Therapeutics

$13.29

0.3 (2.31%)

19:31
12/07/19
12/07
19:31
12/07/19
19:31
Hot Stocks
Magenta reports results from MGTA-145 stem cell mobilization program »

Magenta Therapeutics…

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

See Street Research during your Free Trial

  • 07

    Dec

  • 07

    Dec

PFE

Pfizer

$38.29

0.26 (0.68%)

, BMY

Bristol-Myers

$59.94

0.435 (0.73%)

19:29
12/07/19
12/07
19:29
12/07/19
19:29
Hot Stocks
Bristol-Myers Squibb-Pfizer Alliance reports analysis of Eliquis »

The Bristol-Myers…

PFE

Pfizer

$38.29

0.26 (0.68%)

BMY

Bristol-Myers

$59.94

0.435 (0.73%)

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

See Street Research during your Free Trial

  • 07

    Dec

  • 08

    Dec

  • 09

    Dec

  • 11

    Dec

UMRX

Unum Therapeutics

$0.70

0.0177 (2.61%)

19:25
12/07/19
12/07
19:25
12/07/19
19:25
Hot Stocks
Unum Therapeutics announces Phase 1 clinical updates for T-cell therapies »

Unum Therapeutics…

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

See Street Research during your Free Trial

  • 07

    Dec

MGTA

Magenta Therapeutics

$13.29

0.3 (2.31%)

19:25
12/07/19
12/07
19:25
12/07/19
19:25
Conference/Events
Magenta Therapeutics to hold an investor and analyst event »

Investor and Analyst…

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

See Street Research during your Free Trial

  • 07

    Dec

  • 07

    Dec

AUTL

Autolus Therapeutics

$14.60

-0.18 (-1.22%)

19:23
12/07/19
12/07
19:23
12/07/19
19:23
Hot Stocks
Autolus presents new data on T cell therapies in leukemia, lymphoma »

Autolus Therapeutics…

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

See Street Research during your Free Trial

  • 07

    Dec

  • 07

    Dec

  • 09

    Dec

BMY

Bristol-Myers

$59.94

0.435 (0.73%)

19:19
12/07/19
12/07
19:19
12/07/19
19:19
Hot Stocks
Bristol-Myers says lisocabtagene maraleucel study met both endpoints »

Bristol-Myers Squibb…

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

See Street Research during your Free Trial

  • 07

    Dec

  • 08

    Dec

  • 09

    Dec

  • 11

    Dec

SGEN

Seattle Genetics

$117.52

0.37 (0.32%)

19:16
12/07/19
12/07
19:16
12/07/19
19:16
Hot Stocks
Seattle Genetics reports updated Adcetris plus Opdivo Hodgkin lymphoma data »

Seattle Genetics…

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

See Street Research during your Free Trial

  • 07

    Dec

  • 15

    Mar

GILD

Gilead

$67.09

1.16 (1.76%)

19:12
12/07/19
12/07
19:12
12/07/19
19:12
Hot Stocks
Gilead's Kite announces long-term data from ZUMA-1 study in lymphoma »

Kite, a Gilead company,…

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

See Street Research during your Free Trial

  • 07

    Dec

CRTX

Cortexyme

$28.00

-6.15 (-18.01%)

19:10
12/07/19
12/07
19:10
12/07/19
19:10
Hot Stocks
Cortexyme says COR388 reduced levels of ApoE protein in Phase I study »

Cortexyme announced the…

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

See Street Research during your Free Trial

MNK

Mallinckrodt

$3.40

0.015 (0.44%)

12:15
12/07/19
12/07
12:15
12/07/19
12:15
Hot Stocks
Mallinckrodt presents data on infantile spasms predictive model »

Mallinckrodt announced…

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

See Street Research during your Free Trial

  • 07

    Dec

STOK

Stoke Therapeutics

$28.91

3.99 (16.01%)

12:13
12/07/19
12/07
12:13
12/07/19
12:13
Hot Stocks
Stoke Therapeutics presents preclinical data from studies of STK-001 »

Stoke Therapeutics…

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

See Street Research during your Free Trial

APTO

Aptose Biosciences

$2.55

-0.04 (-1.54%)

12:11
12/07/19
12/07
12:11
12/07/19
12:11
Hot Stocks
Aptose reports CG-806 data in patients with chronic lymphocytic leukemia »

Aptose Biosciences…

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

See Street Research during your Free Trial

EPZM

Epizyme

$18.22

2.9 (18.93%)

10:09
12/07/19
12/07
10:09
12/07/19
10:09
Hot Stocks
Epizyme announces 'positive, mature data' for Phase 2 trial of tazemetostat »

Epizyme reported…

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

See Street Research during your Free Trial

  • 07

    Dec

  • 18

    Dec

  • 23

    Jan

PRNB

Principia Biopharma

$37.30

0.86 (2.36%)

10:07
12/07/19
12/07
10:07
12/07/19
10:07
Hot Stocks
Principia Biopharma announces 'consistent positive data' for PRN1008 »

Principia Biopharma…

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

See Street Research during your Free Trial

FB

Facebook

$200.99

1.64 (0.82%)

, GOOGL

Alphabet Class A

$1,339.41

11.6 (0.87%)

09:31
12/07/19
12/07
09:31
12/07/19
09:31
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

FB

Facebook

$200.99

1.64 (0.82%)

GOOGL

Alphabet Class A

$1,339.41

11.6 (0.87%)

GOOG

Alphabet

$1,341.23

12.23 (0.92%)

AAPL

Apple

$270.71

5.15 (1.94%)

AMZN

Amazon.com

$1,750.79

10.2 (0.59%)

SQ

Square

$68.00

0.85 (1.27%)

TWTR

Twitter

$30.19

0.16 (0.53%)

CSIQ

Canadian Solar

$18.35

0.39 (2.17%)

FSLR

First Solar

$53.36

1.06 (2.03%)

JASO

JA Solar

$0.00

(0.00%)

SPWR

SunPower

$7.23

0.15 (2.12%)

TSL

Trina Solar

$0.00

(0.00%)

YGE

Yingli Green Energy

$0.00

(0.00%)

AKS

AK Steel

$3.24

0.065 (2.05%)

MT

ArcelorMittal

$17.88

0.43 (2.46%)

NUE

Nucor

$57.60

1.13 (2.00%)

STLD

Steel Dynamics

$35.10

0.67 (1.95%)

TMST

TimkenSteel

$6.90

0.41 (6.32%)

X

U.S. Steel

$13.95

0.615 (4.61%)

AA

Alcoa

$20.60

0.68 (3.41%)

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

See Street Research during your Free Trial

  • 09

    Dec

  • 10

    Dec

  • 06

    Feb

  • 26

    Feb

FATE

Fate Therapeutics

$13.64

0.07 (0.52%)

09:27
12/07/19
12/07
09:27
12/07/19
09:27
Hot Stocks
Fate Therapeutics reports initial clinical data for FT516 and FT50 »

Fate Therapeutics …

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

See Street Research during your Free Trial

  • 07

    Dec

09:25
12/07/19
12/07
09:25
12/07/19
09:25
Conference/Events
JPMorgan enterprise software analyst to hold an analyst/industry conference call »

Software Analyst Murphy,…

CRVS

Corvus Pharmaceuticals

$4.26

-0.36 (-7.79%)

09:23
12/07/19
12/07
09:23
12/07/19
09:23
Hot Stocks
Corvus reports initial results from Phase 1/1b trial of CPI-818 »

Corvus Pharmaceuticals…

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

See Street Research during your Free Trial

KPTI

Karyopharm

$16.30

-1.15 (-6.59%)

09:21
12/07/19
12/07
09:21
12/07/19
09:21
Hot Stocks
Karyopharm announces updated Xpovio data in multiple myeloma »

Karyopharm Therapeutics…

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

See Street Research during your Free Trial

  • 07

    Dec

ABBV

AbbVie

$86.97

0.3 (0.35%)

09:18
12/07/19
12/07
09:18
12/07/19
09:18
Hot Stocks
AbbVie reports results of 7.5-year pooled analysis of Imbruvica »

AbbVie announced results…

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

See Street Research during your Free Trial

  • 07

    Dec

SRRA

Sierra Oncology

$0.49

0.1035 (27.13%)

09:16
12/07/19
12/07
09:16
12/07/19
09:16
Hot Stocks
Sierra Oncology reports new analyses of momelotinib compared to ruxolitinib »

Sierra Oncology reported…

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

See Street Research during your Free Trial

  • 07

    Dec

  • 08

    Dec

SGMO

Sangamo

$11.65

0.05 (0.43%)

, PFE

Pfizer

$38.29

0.26 (0.68%)

09:14
12/07/19
12/07
09:14
12/07/19
09:14
Hot Stocks
Sangamo, Pfizer announce follow-up results from Phase 1/2 hemophilia A.study »

Sangamo Therapeutics…

SGMO

Sangamo

$11.65

0.05 (0.43%)

PFE

Pfizer

$38.29

0.26 (0.68%)

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

See Street Research during your Free Trial

  • 07

    Dec

  • 09

    Dec

  • 11

    Dec

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.