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NFLX

Netflix

$329.13

-6.48 (-1.93%)

05:36
01/13/20
01/13
05:36
01/13/20
05:36

Netflix search trends, content slate indicate Q4 sub upside, says Piper Sandler

Piper Sandler analyst Michael Olson says the combination of his firm's "Netflix Navigator" search index and YouTube trailer analysis point to Q4 subscriber addition upside for both Netflix's domestic and international segments. The search index analysis now suggests Q4 domestic subscriber growth of 5.8% year-over-year, above the consensus estimate of 4.8%, and international growth of 31.3% year-over-year, above the consensus at 30%, Olson tells investors in a research note. Further, Through all three months of the quarter, the number of U.S. YouTube trailer views for "major" Netflix originals is up 18% year-over-year from Q4 of 2018, signaling a "more engaging content slate," adds the analyst. Olson continues to expect 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. Netflix closed Friday down $6.61 to $329.05.

  • 21

    Jan

NFLX Netflix
$329.13

-6.48 (-1.93%)

01/02/20
RBCM
01/02/20
NO CHANGE
RBCM
Accelerating Netflix subs, Uber profitability among RBC's top 10 surprise list
RBC Capital analyst Mark Mahaney compiled a broader research note titled "Top Ten Internet Surprises for 2020" list, in which he assigns a "reasonable chance" of 30% or more for the following to occur against the "average internet investor" expectations of the event being improbable. 1) Netflix (NFLX) subscriber additions may accelerate because the company will be comping 2019's "material price increase and a dramatic slowdown in marketing spending. 2) Google's (GOOGL) operating margins may be flat to up as its Google Cloud becomes a smaller margin drag and the company's Other Bets division gets greater investment after the resignation of its founders. 3) Uber (UBER) and Lyft (LYFT) achieve EBITDA profitability thanks "insurance expense leverage, driver and rider subsidies rationalization, pricing actions, and growth leverage". 4) Amazon's profitability plummets as the company continues its "aggressive investment" in shipping and fulfillment, particularly internationally, while continuing the build-out of AWS salesforce. 4) Maturing growth rates and large cash piles may see Google, Facebook (FB), and Booking.com (BKNG) become dividend payers in the internet sector. 5) Spotify (SPOT) gross margins may expand as the company concludes its music label negotiations.
01/07/20
LOOP
01/07/20
NO CHANGE
Target $415
LOOP
Buy
Loop Capital still bullish on Netflix into 2020
Loop Capital analyst Alan Gould says he remains bullish on Netflix into 2020. Gould tells investors in a research note that he thinks that investor focus on streaming competition should shift toward scale and global reach. He says that his firm's detailed analysis that includes regional adoption curves across each wave of international expansion suggests the peak year for international subscriber additions still lies ahead, likely in the 2024 timeframe. The analyst made no change to his Buy rating and $415 price target.
01/07/20
JPMS
01/07/20
NO CHANGE
Target $425
JPMS
Overweight
JPMorgan more confident in Netflix's international growth potential
After rebuilding his Netflix model to reflect the company's updated reporting structure, JPMorgan analyst Doug Anmuth has increased confidence in the streaming service's multi-year international growth potential. The analyst raised his longer term global paid streaming subscriber estimates and now projects 300M global streaming subs in 2024. Anmuth reiterates an Overweight rating on Netflix shares with a $425 price target.
01/08/20
COWN
01/08/20
NO CHANGE
Target $415
COWN
Outperform
Netflix churn may be smaller than expected, says Cowen
Cowen analyst John Blackledge said his December survey suggests the Netflix subscription churn was less than expected. He now expects Netflix to hit or exceed its subscription guidance as strong content and seasonal strength offset its incremental churn. Blackledge reiterated his Outperform rating and $415 price target on Netflix shares.

TODAY'S FREE FLY STORIES

KKR

KKR

$31.20

0.7 (2.30%)

, APO

Apollo Global

$50.35

1.26 (2.57%)

09:03
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Periodicals
KKR undervalued compared with peers, Barron's says »

KKR (KKR) gained 50% last…

KKR

KKR

$31.20

0.7 (2.30%)

APO

Apollo Global

$50.35

1.26 (2.57%)

ARES

Ares Management

$37.29

0.47 (1.28%)

BX

Blackstone

$60.79

0.62 (1.03%)

CG

Carlyle Group

$33.30

0.36 (1.09%)

HLNE

Hamilton Lane

$67.25

-0.02 (-0.03%)

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SPCE

Virgin Galactic

$15.65

0.685 (4.58%)

, TWNK

Hostess Brands

$14.03

0.02 (0.14%)

08:56
01/18/20
01/18
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08:56
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'Blank-check' companies hot on Wall Street, Barron's says »

More than a quarter of…

SPCE

Virgin Galactic

$15.65

0.685 (4.58%)

TWNK

Hostess Brands

$14.03

0.02 (0.14%)

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GOOG

Alphabet

$1,480.28

28.34 (1.95%)

, NFLX

Netflix

$339.56

0.89 (0.26%)

08:47
01/18/20
01/18
08:47
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08:47
Periodicals
Peacock's pricing might be 'killer feature,' Barron's says »

This week, Peacock…

GOOG

Alphabet

$1,480.28

28.34 (1.95%)

NFLX

Netflix

$339.56

0.89 (0.26%)

CMCSK

Comcast

$0.00

(0.00%)

CMCSA

Comcast

$47.48

0.62 (1.32%)

GOOGL

Alphabet Class A

$1,479.12

29.29 (2.02%)

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JWN

Nordstrom

$40.34

-0.15 (-0.37%)

, WMT

Walmart

$114.93

-0.96 (-0.83%)

08:36
01/18/20
01/18
08:36
01/18/20
08:36
Periodicals
Casper IPO highlights tech's promise, troubles, Barron' says »

Mattresses have been…

JWN

Nordstrom

$40.34

-0.15 (-0.37%)

WMT

Walmart

$114.93

-0.96 (-0.83%)

CSPR

Casper Sleep

$0.00

(0.00%)

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BA

Boeing

$324.11

-7.89 (-2.38%)

, DDAIF

Daimler AG

$0.00

(0.00%)

08:12
01/18/20
01/18
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08:12
On The Fly
Week in Review: How Trump's policies moved stocks »

Catch up on the top…

BA

Boeing

$324.11

-7.89 (-2.38%)

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$13.76

-0.14 (-1.01%)

VWAGY

Volkswagen

$0.00

(0.00%)

FSLR

First Solar

$53.51

-0.42 (-0.78%)

AAPL

Apple

$318.66

3.33 (1.06%)

DQ

Daqo New Energy

$53.61

-0.025 (-0.05%)

03/08/13
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  • 28

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SPOT

Spotify

$148.20

-3.59 (-2.37%)

18:15
01/17/20
01/17
18:15
01/17/20
18:15
Periodicals
Spotify in talks to acquire The Ringer, WSJ reports »

Spotify is in discussions…

03/08/13
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  • 05

    Feb

CE

Celanese

$117.54

-0.53 (-0.45%)

18:00
01/17/20
01/17
18:00
01/17/20
18:00
Hot Stocks
Celanese announces acetyl intermediates price increases »

Celanese Corporation will…

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  • 31

    Jan

BYND

Beyond Meat

$109.20

-1.16 (-1.05%)

17:58
01/17/20
01/17
17:58
01/17/20
17:58
Periodicals
Beyond Meat rival gets green light in Canada, The Star says »

Impossible Foods, a maker…

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DBD

Diebold

$11.09

-0.49 (-4.23%)

17:42
01/17/20
01/17
17:42
01/17/20
17:42
Periodicals
Breaking Periodicals news story on Diebold »

Diebold Nixdorf divests…

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IEF

iShares 7-10 Year Treasury Bond ETF

$111.28

-0.13 (-0.12%)

, SHY

iShares 1-3 Year Treasury Bond

$84.73

-0.005 (-0.01%)

17:32
01/17/20
01/17
17:32
01/17/20
17:32
General news
Weekly CFTC Commitment of Traders highlights »

2-YEAR U.S. TREASURY net…

IEF

iShares 7-10 Year Treasury Bond ETF

$111.28

-0.13 (-0.12%)

SHY

iShares 1-3 Year Treasury Bond

$84.73

-0.005 (-0.01%)

SPY

SPDR S&P 500 ETF Trust

$331.98

1.08 (0.33%)

SLV

iShares Silver Trust

$16.82

0.04 (0.24%)

GLD

SPDR Gold Shares

$146.59

0.29 (0.20%)

FXE

Euro Currency Trust

$105.10

-0.43 (-0.41%)

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UBSFY

Ubisoft

$0.00

(0.00%)

17:32
01/17/20
01/17
17:32
01/17/20
17:32
Periodicals
Ubisoft to restructure editorial team after difficult 2019, VGC reports »

Ubisoft intends to…

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  • 17

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IMVT

Immunovant

$17.04

-0.01 (-0.06%)

17:27
01/17/20
01/17
17:27
01/17/20
17:27
Syndicate
Breaking Syndicate news story on Immunovant »

Immunovant files to sell…

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TBLT

ToughBuilt

$0.33

-0.0255 (-7.11%)

17:20
01/17/20
01/17
17:20
01/17/20
17:20
Syndicate
ToughBuilt files to sell common stock, no amount given »

Maxim acted as sole book…

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MYO

Myomo

$0.32

0.0062 (1.98%)

17:18
01/17/20
01/17
17:18
01/17/20
17:18
Conference/Events
Myomo to host special shareholder meeting »

Special Shareholder…

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  • 21

    Jan

SRRA

Sierra Oncology

$0.40

-0.02 (-4.76%)

17:14
01/17/20
01/17
17:14
01/17/20
17:14
Conference/Events
Sierra Oncology to host virtual special shareholder meeting »

Virtual Special…

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  • 21

    Jan

SRNE

Sorrento Therapeutics

$4.26

-0.15 (-3.40%)

17:10
01/17/20
01/17
17:10
01/17/20
17:10
Syndicate
Breaking Syndicate news story on Sorrento Therapeutics »

Sorrento Therapeutics…

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AKER

Akers Biosciences

$3.45

-0.1 (-2.82%)

17:01
01/17/20
01/17
17:01
01/17/20
17:01
Hot Stocks
Akers Biosciences reaches settlement agreements on two derivative actions »

Akers Biosciences…

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ECA

Encana

$4.09

-0.18 (-4.22%)

16:40
01/17/20
01/17
16:40
01/17/20
16:40
Hot Stocks
Encana receives court approval for reorganization »

Encana Corporation…

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  • 29

    Jan

MBRX

Moleculin Biotech

$0.96

0.0122 (1.29%)

16:38
01/17/20
01/17
16:38
01/17/20
16:38
Syndicate
Breaking Syndicate news story on Moleculin Biotech »

Moleculin Biotech files…

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VOD

Vodafone

$20.07

-0.225 (-1.11%)

, BT

BT Group

$0.00

(0.00%)

16:37
01/17/20
01/17
16:37
01/17/20
16:37
Periodicals
BT, Vodafone consider urging PM Johnson not to ban Huawei in U.K., Reuters says »

BT Group (BT) and…

VOD

Vodafone

$20.07

-0.225 (-1.11%)

BT

BT Group

$0.00

(0.00%)

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16:30
01/17/20
01/17
16:30
01/17/20
16:30
Options
Preliminary option volume of 28.7M today »

Preliminary option volume…

NSCO

Nesco Holdings

$5.12

0.025 (0.49%)

16:26
01/17/20
01/17
16:26
01/17/20
16:26
Syndicate
Nesco Holdings requests withdrawal of registration statement »

Nesco Holdings has…

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GPS

Gap

$18.54

-0.075 (-0.40%)

, CMCSA

Comcast

$47.48

0.62 (1.32%)

16:20
01/17/20
01/17
16:20
01/17/20
16:20
On The Fly
Fly Intel: Wall Street's top stories for Friday »

The major averages were…

GPS

Gap

$18.54

-0.075 (-0.40%)

CMCSA

Comcast

$47.48

0.62 (1.32%)

CMCSK

Comcast

$0.00

(0.00%)

PLAY

Dave & Buster's

$47.35

5.3 (12.60%)

KKR

KKR

$31.20

0.7 (2.30%)

BA

Boeing

$324.11

-7.89 (-2.38%)

JNJ

Johnson & Johnson

$149.07

0.82 (0.55%)

SWK

Stanley Black & Decker

$172.63

2.18 (1.28%)

TWOU

2U

$22.84

1.05 (4.82%)

BE

Bloom Energy

$9.70

0.43 (4.64%)

MGPI

MGP Ingredients

$38.16

-14.74 (-27.86%)

FAST

Fastenal

$36.77

-0.55 (-1.47%)

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  • 09

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APLS

Apellis

$40.43

0.03 (0.07%)

16:18
01/17/20
01/17
16:18
01/17/20
16:18
Hot Stocks
Apellis CEO sells 30.6K shares of common stock »

In a regulatory filing,…

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

16:17
01/17/20
01/17
16:17
01/17/20
16:17
Technical Analysis
NASDAQ market internals summary »

Volume was above average…

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