Breaking News Instant updates and real-time market news.

NFLX

Netflix

$338.24 /

-1.32 (-0.39%)

, CMCSA

Comcast

$47.31 /

-0.17 (-0.36%)

07:15
01/22/20
01/22
07:15
01/22/20
07:15

Tempering of expectations could make Netflix 'a tough stock,' says Wells Fargo

Wells Fargo analyst Steven Cahall maintains an Underweight and $265 price target on Netflix's (NFLX) shares following quarterly results. The analyst notes that Q4 paid streaming net adds of 8.8M beat Street's and ARPU across regions demonstrated "solid" year over year growth. However, he points out that Q1 net add guidance of 7M misses Street's 8.7M. While the subscriber growth is "impressive," the cost to grow is what he thinks investors should be watching. If subscriber growth falters, the focus will quickly shift to profitability and Q2 tends to be seasonally weakest for subscribers, with this year including launches like Peacock (CMCSA) and HBO Max (T), and Disney (DIS) elsewhere, he adds. Cahall still thinks a tempering of expectations in 2020 could make Netflix a "tough stock."

NFLX

Netflix

$338.24 /

-1.32 (-0.39%)

CMCSA

Comcast

$47.31 /

-0.17 (-0.36%)

CMCSK

Comcast

$0.00 /

+ (+0.00%)

T

AT&T

$38.51 /

+0.15 (+0.39%)

DIS

Disney

$143.53 /

-0.72 (-0.50%)

  • 23

    Jan

  • 29

    Jan

  • 04

    Feb

NFLX Netflix
$338.24 /

-1.32 (-0.39%)

01/22/20 UBS
Netflix price target lowered to $400 from $405 at UBS
01/22/20 RBC Capital
Netflix Q4 fundamentals were strong, says RBC Capital
01/22/20 Piper Sandler
Netflix outlook for Q1 likely conservative, says Piper Sandler
01/17/20 SunTrust
SunTrust sees modest upside in Q4, Q1 member adds for Netflix
CMCSA Comcast
$47.31 /

-0.17 (-0.36%)

01/17/20 JPMorgan
JPMorgan sees 32M domestic Peacock users exiting 2024
01/17/20 Benchmark
Comcast taking 'intelligent approach' to streaming service, says Benchmark
01/15/20 Goldman Sachs
Goldman frames four key questions about Peacock ahead of Comcast event
CMCSK Comcast
$0.00 /

+ (+0.00%)

12/17/19 Morgan Stanley
Comcast cable growth can drive shares in 2020, says Morgan Stanley
09/25/19 Benchmark
Comcast initiated with a Buy at Benchmark
09/19/19 Rosenblatt
Roku pullback an 'overreaction' to Comcast's free streaming box, says Rosenblatt
T AT&T
$38.51 /

+0.15 (+0.39%)

01/02/20 BofA
Top 10 US Ideas for Q1 2020 at BofA
12/18/19 Citi
AT&T shares should be bought on favorable financial progress, says Citi
12/17/19 Morgan Stanley
Morgan Stanley cuts Telecom Services sector view, downgrades CenturyLink
DIS Disney
$143.53 /

-0.72 (-0.50%)

01/17/20 UBS
Netflix price target raised to $405 from $370 at UBS
01/16/20 Credit Suisse
Credit Suisse sees 'modest' Q4 beat for Netflix on film success
01/16/20 BMO Capital
Netflix may see upside in domestic trends and FY21 guidance, says BMO Capital

TODAY'S FREE FLY STORIES

General News
Crude inventories for week of February 21 » 10:30
02/26/20
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10:30
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USO

United States Oil Fund

$10.45 /

+0.04 (+0.38%)

Crude oil inventories…

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Hot Stocks
Brink's trading resumes  10:27
02/26/20
02/26
10:27
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10:27
BCO

Brink's

$80.43 /

+ (+0.00%)

 
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Options
Inseego call volume above normal and directionally bullish » 10:25
02/26/20
02/26
10:25
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10:25
INSG

Inseego

$7.50 /

-0.18 (-2.34%)

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Conference/Events
UBS alternative energy analyst to hold an analyst/industry conference call » 10:25
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Alternative Energy &…

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Technical Analysis
NASDAQ market internals summary » 10:17
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02/26
10:17
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10:17
$NSD

NASDAQ Market Internals

$0.00 /

+ (+0.00%)

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Technical Analysis
NYSE market internals summary » 10:16
02/26/20
02/26
10:16
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$NYE

NYSE Market Internals

$0.00 /

+ (+0.00%)

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Periodicals
Walmart exploring sale of stake in Asda, Bloomberg reports » 10:15
02/26/20
02/26
10:15
02/26/20
10:15
WMT

Walmart

$114.37 /

-0.06 (-0.05%)

Walmart is exploring the…

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General news
U.S. January new home sales climbed a hefty 7.9% to 764k » 10:15
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General news
Week of 2/21 EIA Petroleum Status Report to be released at 10:30  10:15
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02/26
10:15
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10:15
 
General news
Week of 2/21 EIA Petroleum Status Report to be released at 10:30  10:15
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02/26
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10:15
 
Hot Stocks
GrowGeneration acquires Florida-based Healthy Harvest, terms not disclosed » 10:14
02/26/20
02/26
10:14
02/26/20
10:14
GRWG

GrowGeneration

$5.22 /

+ (+0.00%)

GrowGeneration announced…

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Hot Stocks
Brink's to acquire majority of G4S cash operations for $860M » 10:14
02/26/20
02/26
10:14
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10:14
BCO

Brink's

$80.43 /

+ (+0.00%)

The Brink's Company…

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Hot Stocks
Walmart announces launch of Walmart Fulfillment Services » 10:13
02/26/20
02/26
10:13
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10:13
WMT

Walmart

$114.40 /

-0.03 (-0.03%)

Walmart is launching a…

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Syndicate
Aptorum Group prices $10M registered direct offering » 10:11
02/26/20
02/26
10:11
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10:11
APM

Aptorum Group

$6.91 /

-7.525 (-52.15%)

Aptorum Group Limited…

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General news
State Street Investor Confidence Index data reported » 10:10
02/26/20
02/26
10:10
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10:10

February State Street…

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Periodicals
Walmart exploring sale of stake in Asda, Bloomberg reports  10:10
02/26/20
02/26
10:10
02/26/20
10:10
WMT

Walmart

$114.54 /

+0.11 (+0.10%)

 
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General news
FX Action: The dolla » 10:10
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02/26
10:10
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10:10

FX Action: The dollar was…

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Initiation
Fly Intel: Top five analyst initiations » 10:07
02/26/20
02/26
10:07
02/26/20
10:07
CSPR

Casper Sleep

$9.65 /

-0.045 (-0.46%)

, VERT

VerticalNet

$0.00 /

+ (+0.00%)

, BR

Broadridge

$114.86 /

+2.385 (+2.12%)

, AVDL

Avadel Pharmaceuticals

$10.51 /

+0.24 (+2.34%)

, DTE

DTE Energy

$128.14 /

+ (+0.00%)

Catch up on today's…

Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Casper Sleep (CSPR) initiated with a Neutral at Wedbush. 2. VerticalNet (VERT) initiated with an Outperform at Cowen. 3. Broadridge (BR) initiated with a Buy at BTIG. 4. Avadel Pharmaceuticals (AVDL) initiated with an Overweight at Piper Sandler. 5. DTE Energy (DTE) initiated with an Equal Weight at Morgan Stanley. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

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Downgrade
Fly Intel: Top five analyst downgrades » 10:07
02/26/20
02/26
10:07
02/26/20
10:07
NKE

Nike

$93.29 /

+0.42 (+0.45%)

, HUYA

Huya

$19.39 /

+0.08 (+0.41%)

, TOL

Toll Brothers

$39.18 /

-5.095 (-11.51%)

, TM

Toyota

$135.99 /

+1.975 (+1.47%)

, REGN

Regeneron

$450.26 /

+7.92 (+1.79%)

Catch up on today's…

Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Nike (NKE) downgraded to Hold from Buy at HSBC with analyst Erwan Rambourg saying while he believes Nike, which he calls the "LVMH of sporting goods," continues putting pressure on competitors with its long-term investments, he sees a "somewhat stretched valuation" and Chinese profit risks limiting the stock's upside in the near-term. 2. Huya (HUYA) downgraded to Neutral from Buy at Goldman Sachs with analyst Piyush Mubayi citing the expected impact of the COVID-19 outbreak. 3. Toll Brothers (TOL) downgraded to Market Perform from Outperform at Raymond James with analyst Buck Horne citing the company's Q1 results that not only missed key expectations on several fronts, but also included guidance for the remainder of FY20 that raises serious questions about internal cost controls and management's financial visibility. 4. Toyota (TM) downgraded to Neutral from Overweight at JPMorgan. 5. Regeneron (REGN) downgraded to Neutral from Outperform at Baird with analyst Brian Skorney saying the analyst appreciates the "tailwind granted by safety concerns" related to Eylea competitor, Novartis' (NVS) Beovu, he notes the shares are up 50% since his August 2019 upgrade. While the fall of Beovu certainly near-term pressure on Eylea market share, this has now been accounted for in the share price. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

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Upgrade
Fly Intel: Top five analyst upgrades » 10:07
02/26/20
02/26
10:07
02/26/20
10:07
DPZ

Domino's Pizza

$372.92 /

+4.19 (+1.14%)

, REGN

Regeneron

$450.26 /

+7.92 (+1.79%)

, THC

Tenet

$29.86 /

+0.66 (+2.26%)

, KTOS

Kratos Defense

$16.10 /

+1.1 (+7.33%)

, ALC

Alcon

$63.52 /

+4.77 (+8.12%)

Catch up on today's…

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Domino's Pizza (DPZ) upgraded to Buy from Hold at Argus with analyst John Staszak saying he is positive on the company's stable comps and strong store-level cash flows, noting that the planned addition of 250 U.S. stores and 856 international locations should boost its revenue over the next 12 months. 2. Regeneron (REGN) upgraded to Buy from Hold at Canaccord and to Outperform from Market Perform at Bernstein. 3. Tenet (THC) upgraded to Neutral from Underweight at JPMorgan with analyst Gary Taylor citing the company's stronger Q4 free cash flow performance and 26% selloff in the shares over the last two months. 4. Kratos Defense (KTOS) upgraded to Buy from Hold at Jefferies with analyst Sheila Kahyaoglu citing the 22% share price decline since the company's earnings report. 5. Alcon (ALC) upgraded to Buy from Hold at Berenberg with analyst Scott Bardo saying he views the company's 2020 outlook as encouraging and notes its sales beat in Q4. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

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Options
Oracle call volume above normal and directionally bullish » 10:05
02/26/20
02/26
10:05
02/26/20
10:05
ORCL

Oracle

$52.17 /

+1.22 (+2.39%)

Bullish option flow…

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Recommendations
Piper Sandler backs rating on Moderna after coronavirus vaccine shipped » 10:04
02/26/20
02/26
10:04
02/26/20
10:04
MRNA

Moderna

/

+

Piper Sandler analyst…

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Downgrade
Cyclerion Therapeutics downgraded to Hold from Buy at Spin-Off Research » 10:04
02/26/20
02/26
10:04
02/26/20
10:04
CYCN

Cyclerion Therapeutics

$4.30 /

+0.03 (+0.70%)

Spin-Off Research…

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Hot Stocks
Axalta joins I-CAR's Sustaining Partner Program in North America » 10:03
02/26/20
02/26
10:03
02/26/20
10:03
AXTA

Axalta Coating

$27.16 /

+0.4 (+1.49%)

Axalta announced that…

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