Wednesday
Options
Notable gainers among…
Notable gainers among liquid option names this morning include Corning (GLW) $31.64 +0.88, O'Reilly Automotive (ORLY) $928.95 +16.96, Fortinet (FTNT) $69.17 +1.08, Netflix (NFLX) $361.51 +5.52, and Lennar (LEN) $108.45 +1.35.
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$927.27 / +14.84 (+1.63%)
05/04/23 O'Reilly Automotive director David O'Reilly sells $25M in company shares 04/26/23 O'Reilly Automotive reports comparable store sales increased 10.8% 02/08/23 O'Reilly Automotive reports Q4 SSS up 9.0% 01/06/23 O'Reilly Automotive names Beckham, Kirby co-presidents 05/23/23 Netflix sending email to members sharing outside U.S. households starting today 05/23/23 Netflix appoints Arnold Schwarzenegger as 'chief action officer' 05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories $108.49 / +1.435 (+1.34%)
04/27/23 Pending home sales decreased 5.2% in March amid limited supply, NAR says 03/15/23 Lennar sees Q2 gross margin 21%-21.5% 03/15/23 Lennar says continues to make 'meaningful progress' with trade partners 03/15/23 Lennar says housing shortage should be stabilizing factor for market over time 05/24/23 Corning announces 20% increase to display glass substrate prices 04/13/23 Corning, MSK announce health equity fellowship to explore disparities in cancer 03/06/23 Infinera, Corning announce transmission of 400 GB/s wavelengths 03/03/23 Corning unveils EDGE Distribution System for connectivity 04/18/23 Fortinet joins Joint Cyber Defense Collaborative 04/04/23 Fortinet expands Fortinet Security Fabric 04/04/23 Fortinet announces unified management, analytics across secure networking 04/04/23 Fortinet expands NSE Certfication Program 04/26/23 UBS Corning price target lowered to $39 from $40 at UBS 04/26/23 Susquehanna Susquehanna iPhone build forecast cut after partner checks 04/26/23 Barclays Corning price target lowered to $33 from $35 at Barclays 04/26/23 Deutsche Bank Corning price target lowered to $37 from $38 at Deutsche Bank $927.27 / +14.84 (+1.63%)
05/24/23 Truist AutoZone price target raised to $2,886 from $2,878 at Truist 05/12/23 Roth MKM Roth MKM raises O'Reilly Automotive price target to $995, removes Top Pick 05/01/23 Barclays O'Reilly Automotive price target raised to $868 from $815 at Barclays 04/28/23 Truist O'Reilly Automotive price target raised to $992 from $921 at Truist 05/24/23 BofA Arista Networks, Fortinet added to 'US 1 list' at BofA 05/08/23 BofA Fortinet upgraded to Buy at BofA on 'strong' fundamentals and execution 05/08/23 Citi Fortinet price target raised to $73 from $67 at Citi 05/08/23 BofA Fortinet upgraded to Buy from Neutral at BofA 05/24/23 Wedbush Wedbush remains bullish as Netflix rolls out latest password-sharing crackdown 05/24/23 Oppenheimer Netflix price target raised to $450 from $415 at Oppenheimer 05/19/23 BofA BofA survey suggests 'strong growth opportunity ahead' for Netflix 05/18/23 JPMorgan JPMorgan 'incrementally positive' on Netflix after management meeting $108.49 / +1.435 (+1.34%)
05/24/23 Barclays Lennar price target raised to $135 from $120 at Barclays 03/21/23 Keefe Bruyette Lennar price target raised to $130 from $126 at Keefe Bruyette 03/20/23 Citi Lennar price target raised to $123 from $113 at Citi 03/17/23 RBC Capital Lennar price target raised to $85 from $76 at RBC Capital $927.27 / +14.84 (+1.63%)
04/26/23 O'Reilly Automotive reports Q1 EPS $8.36, consensus $8.00 02/08/23 O'Reilly Automotive sees FY23 EPS $35.75-$36.25, consensus $37.10 02/08/23 O'Reilly Automotive sees FY23 revenue $15.2B-$15.5B, consensus $15.09B 02/08/23 O'Reilly Automotive reports Q4 EPS $8.37, consensus $7.76 04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 $108.49 / +1.435 (+1.34%)
03/15/23 Lennar sees Q2 EPS $2.10-$2.50, consensus $2.16 03/14/23 Lennar reports Q1 EPS $2.06, consensus $1.55 03/14/23 Notable companies reporting after market close 12/15/22 Lennar sees Q1 EPS $1.40-$1.70, consensus $2.40 04/25/23 Corning sees Q2 core EPS 42c-49c, consensus 48c 04/25/23 Corning reports Q1 core EPS 41c, consensus 39c 01/31/23 Corning sees Q1 core EPS 35c-42c, consensus 47c 01/31/23 Corning reports Q4 adjusted EPS 47c, consensus 44c 05/04/23 Fortinet sees FY23 EPS $1.44 to $1.48, consensus $1.41 05/04/23 Fortinet sees Q2 EPS 33c-35c, consensus 31c 05/04/23 Fortinet reports Q1 EPS 34c, consensus 29c 05/04/23 Notable companies reporting after market close 05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says $108.49 / +1.435 (+1.34%)
05/10/23 Luxury home prices drop for 1st time since financial crisis,Markets Insider says 03/31/23 Biden's broadband expansion plan challenged by senators, WSJ reports 02/25/23 Corning, Enphase among key U.S. Clean Energy players, Barron's says 03/15/23 Microsoft says Russia's spring offensive may include new cyberattacks, NYT says 01/06/23 White House to unveil cybersecurity strategy, Washington Post reports $927.27 / +14.84 (+1.63%)
02/08/23 Fly Intel: After-Hours Movers 05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday $108.49 / +1.435 (+1.34%)
03/15/23 What You Missed On Wall Street On Wednesday 03/15/23 What You Missed On Wall Street This Morning 03/14/23 Fly Intel: After-Hours Movers 01/13/23 What You Missed On Wall Street On Friday 03/27/23 What You Missed On Wall Street On Monday 03/27/23 What You Missed On Wall Street This Morning 03/27/23 Fly Intel: Pre-market Movers 05/12/23 Buy/Sell: Wall Street's top 10 stock calls this week 05/08/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/14/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/08/23 What You Missed On Wall Street On Wednesday $927.27 / +14.84 (+1.63%)
01/30/23 Early notable gainers among liquid option names on January 30th 12/19/22 Early notable gainers among liquid option names on December 19th 05/19/23 Unusually active option classes on open May 19th 05/18/23 Early notable gainers among liquid option names on May 18th 04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings $108.49 / +1.435 (+1.34%)
04/04/23 Lennar put volume heavy and directionally bearish 03/15/23 Early notable gainers among liquid option names on March 15th 03/14/23 Lennar options imply 4.6% move in share price post-earnings 12/22/22 Lennar put volume heavy and directionally bearish 05/24/23 Unusually active option classes on open May 24th 05/23/23 Fortinet put volume heavy and directionally bearish 02/08/23 Early notable gainers among liquid option names on February 8th 02/07/23 Fortinet options imply 6.6% move in share price post-earnings 01/24/23 Early notable gainers among liquid option names on January 24th
Recommendations
Wedbush notes Netflix is…
Wedbush notes Netflix is on the firm's Best Ideas List given the view that the company can generate significantly more free cash flow than its guidance suggests. Wedbush thinks Netflix has reached the right formula with its global content to balance costs and generate increasing profitability, while its ad-supported tier and password sharing crackdown should further boost cash generation. Further, the firm thinks Netflix is well-positioned in this murky environment as streamers are shifting strategy, and should be valued as an immensely profitable, slow-growth company. Even while ads are not yet directly accretive, the ad-tier should continue to reduce churn and draw new subscribers to the service, while the password sharing crackdown may drive ARPU higher initially with some churn but ultimately expand Netflix's subscriber base. Wedbush reiterates an Outperform rating on the shares with a price target of $410 as Netflix begins rolling out its latest password-sharing crackdown.
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05/23/23 Netflix sending email to members sharing outside U.S. households starting today 05/23/23 Netflix appoints Arnold Schwarzenegger as 'chief action officer' 05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 05/24/23 Oppenheimer Netflix price target raised to $450 from $415 at Oppenheimer 05/19/23 BofA BofA survey suggests 'strong growth opportunity ahead' for Netflix 05/18/23 JPMorgan JPMorgan 'incrementally positive' on Netflix after management meeting 05/16/23 JPMorgan Netflix may delay paid sharing for writers strike, says JPMorgan 04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says 05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday 05/19/23 Unusually active option classes on open May 19th 05/18/23 Early notable gainers among liquid option names on May 18th 04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings
Recommendations
Oppenheimer analyst Jason…
Oppenheimer analyst Jason Helfstein raised the firm's price target on Netflix to $450 from $415 and keeps an Outperform rating on the shares given the launch of Paid Sharing at $7.99 per additional household stream. Before the announcement, the firm conducted a survey of 1,800 U.S. Netflix consumers indicating healthy propensity to pay for "remote" users, with some abandoned users willing to pay for their own subscription. While 45% of respondents indicated a willingness to pay for "remote" users, 70% indicated a propensity to $6.99 ad-tier plan. With pricing above ad-tier, our survey suggests a significant portion of these users will be pushed towards advertising, Oppenheimer adds.
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05/23/23 Netflix sending email to members sharing outside U.S. households starting today 05/23/23 Netflix appoints Arnold Schwarzenegger as 'chief action officer' 05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 05/19/23 BofA BofA survey suggests 'strong growth opportunity ahead' for Netflix 05/18/23 JPMorgan JPMorgan 'incrementally positive' on Netflix after management meeting 05/16/23 JPMorgan Netflix may delay paid sharing for writers strike, says JPMorgan 04/19/23 Jefferies Netflix price target lowered to $405 from $415 at Jefferies 04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says 05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday 05/19/23 Unusually active option classes on open May 19th 05/18/23 Early notable gainers among liquid option names on May 18th 04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings
Tuesday
Hot Stocks
On its corporate site,…
On its corporate site, Netflix issued the following update on sharing: "Starting today, we will be sending this email to members who are sharing Netflix outside their household in the United States. A Netflix account is for use by one household. Everyone living in that household can use Netflix wherever they are - at home, on the go, on holiday - and take advantage of new features like Transfer Profile and Manage Access and Devices. We recognize that our members have many entertainment choices. It's why we continue to invest heavily in a wide variety of new films and TV shows - so whatever your taste, mood or language and whoever you're watching with, there's always something satisfying to watch on Netflix." Reference Link
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05/23/23 Netflix appoints Arnold Schwarzenegger as 'chief action officer' 05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 04/18/23 Netflix says wants to have differentiated gaming experience 05/19/23 BofA BofA survey suggests 'strong growth opportunity ahead' for Netflix 05/18/23 JPMorgan JPMorgan 'incrementally positive' on Netflix after management meeting 05/16/23 JPMorgan Netflix may delay paid sharing for writers strike, says JPMorgan 04/19/23 Jefferies Netflix price target lowered to $405 from $415 at Jefferies 04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says 05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday 05/19/23 Unusually active option classes on open May 19th 05/18/23 Early notable gainers among liquid option names on May 18th 04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings
Hot Stocks
Netflix said in a…
Netflix said in a statement on Monday: "Nobody knows action like Arnold Schwarzenegger. That's why we're excited to introduce Arnold as our new Chief Action Officer! So whether you want to catch Schwarzenegger's first-ever television role in FUBAR, Chris Hemsworth's highly anticipated return in Extraction 2, a new season of The Witcher with Henry Cavill or Gal Gadot as an intrepid heroine in Heart of Stone, Arnold is working around the clock to bring you the most explosive series and films on earth! Get ready for a hard-hitting roller coaster ride as Netflix cranks its action slate into the next gear." Reference Link
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05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 04/18/23 Netflix says wants to have differentiated gaming experience 04/18/23 Netflix says 'Love is Blind' live reunion show drew 6.5M viewers 05/19/23 BofA BofA survey suggests 'strong growth opportunity ahead' for Netflix 05/18/23 JPMorgan JPMorgan 'incrementally positive' on Netflix after management meeting 05/16/23 JPMorgan Netflix may delay paid sharing for writers strike, says JPMorgan 04/19/23 Jefferies Netflix price target lowered to $405 from $415 at Jefferies 04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says 05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday 05/19/23 Unusually active option classes on open May 19th 05/18/23 Early notable gainers among liquid option names on May 18th 04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings
Over a week ago
Options
Unusual total active…
Unusual total active option classes on open include: EWW (EWW), Deere (DE), Direxion Daily 20 plus Year Treasury Bull 3X Shares (TMF), Nike (NKE), Occidental Petroleum (OXY), Nikola (NKLA), ProShares Ultra (BOIL), Lululemon (LULU), Netflix (NFLX), and US Steel (X).
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05/12/23 Treasury ties domestically produced steel to IRA tax credit 04/28/23 U.S. Steel sees Q2 adjusted EBITDA $750M-$800M 03/16/23 U.S. Steel jumps over 4% to $25.61 after positive Q1 pre-announcement 03/02/23 U.S. Steel, CarbonFree enter MoU to capture CO2 emissions at Gary Works 05/16/23 Berkshire Hathaway acquires over 2.16M Occidental shares 05/15/23 Berkshire Hathaway takes stake in Capital One, exits RH 05/10/23 Occidental Petroleum sees FY23 total company production 1.17-1.22 Mboed 05/10/23 Occidental Petroleum sees Q2 total company production 1.156-1.196 Mboed 05/09/23 Nikola shares plunge 15% after quarterly report, exit from European JV 05/09/23 Nikola: Coolidge Phase 2 assembly hall expansion on track for end of Q2 05/09/23 Nikola produced 63 Tre battery electric trucks, delivered 31 to dealers in Q1 05/09/23 Iveco Group, Nikola enter new phase of partnership 05/12/23 Soros Fund buys American Water, exits D.R. Horton in Q1 04/28/23 Nike signs Kevin Durant to lifetime contract 04/25/23 Nike expands relationship with Cognizant 04/17/23 Nordstrom appoints Eric Sprunk to Board of Directors 05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 04/18/23 Netflix says wants to have differentiated gaming experience 04/18/23 Netflix says 'Love is Blind' live reunion show drew 6.5M viewers $378.64 / -0.165 (-0.04%)
03/29/23 Lululemon CFO Meghan Frank acquires 861 shares of company stock 03/28/23 Lululemon jumps 9% to $348.97 after Q4 results, FY23 guidance beat estimates 01/12/23 lululemon teams with Nedap to advance RFID technology across stores 01/09/23 Lululemon falls 14% to $282.02 after revising Q4 guidance 05/19/23 Deere sees FY23 Production and Precision Ag net sales up approx. 20% 03/05/23 Fly Intel: Top five weekend stock stories 02/22/23 Deere raises dividend to $1.25 from $1.20 per share 02/17/23 Deere sees raw material costs getting more favorable throughout 2023 05/19/23 DA Davidson Deere results well ahead of estimates, says DA Davidson 05/15/23 DA Davidson Deere fundamentals and backlogs look strong heading into 2024, says DA Davidson 05/15/23 Bernstein Deere price target lowered to $367 from $398 at Bernstein 05/12/23 Deutsche Bank Deere price target lowered to $440 from $449 at Deutsche Bank 04/19/23 Guggenheim Tapestry named a Best Idea at Guggenheim, replacing Nike 04/10/23 BMO Capital Nike 10-Q shows 'less bad' North America, worse expenses, says BMO Capital 04/04/23 Piper Sandler Piper confident in demand trends at four companies after teen survey 04/03/23 Argus Foot Locker continues to face challenges, says Argus 05/19/23 Mizuho Occidental Petroleum price target lowered to $67 from $79 at Mizuho 05/18/23 Piper Sandler Occidental Petroleum price target lowered to $61 from $62 at Piper Sandler 05/11/23 Truist Occidental Petroleum price target lowered to $85 from $86 at Truist 04/21/23 Susquehanna Occidental Petroleum price target raised to $75 from $72 at Susquehanna 05/10/23 TD Cowen TD Cowen downgrades Nikola to Market Perform on persistent liquidity overhang 05/09/23 TD Cowen Nikola downgraded to Market Perform from Outperform at TD Cowen 03/31/23 BTIG BTIG downgrades Nikola to Neutral after stock offering, expects further dilution 03/31/23 BTIG Nikola downgraded to Neutral from Buy at BTIG $378.64 / -0.165 (-0.04%)
04/27/23 TD Cowen Lululemon price target raised to $525 from $500 at TD Cowen 04/20/23 Raymond James Raymond James upgrades Capri to Strong Buy on low expectations 04/20/23 BofA Lululemon price target raised to $450 from $410 at BofA 04/17/23 Oppenheimer Oppenheimer 'hard-pressed to see compelling suitor' for Lululemon's Mirror 05/19/23 BofA BofA survey suggests 'strong growth opportunity ahead' for Netflix 05/18/23 JPMorgan JPMorgan 'incrementally positive' on Netflix after management meeting 05/16/23 JPMorgan Netflix may delay paid sharing for writers strike, says JPMorgan 04/19/23 Jefferies Netflix price target lowered to $405 from $415 at Jefferies 05/05/23 UBS U.S. Steel price target lowered to $25 from $27 at UBS 05/01/23 BMO Capital U.S. Steel price target lowered to $27 from $30 at BMO Capital 03/20/23 Wolfe Research U.S. Steel upgraded to Peer Perform from Underperform at Wolfe Research 03/14/23 BMO Capital U.S. Steel transferred with a Market Perform rating at BMO Capital 04/27/23 U.S. Steel reports Q1 adjusted EPS 77c, consensus 64c 03/16/23 U.S. Steel sees Q1 adjusted EPS 58c-63c, consensus 41c 02/02/23 U.S. Steel reports Q4 EPS 87c, consensus 63c 12/15/22 U.S. Steel sees Q4 adjusted EPS 58c-63c, consensus 43c 05/09/23 Occidental Petroleum reports Q1 adjusted EPS $1.09, consensus $1.24 02/27/23 Occidental Petroleum reports Q4 adjusted EPS $1.61, consensus $1.81 05/09/23 Nikola reports Q1 adjusted EPS (26c), consensus (26c) 05/08/23 Notable companies reporting before tomorrow's open 02/23/23 Nikola reports Q4 adjusted EPS (37c), consensus (43c) 03/21/23 Nike sees FY23 revenue up high single digits, gross margins down 250bps 03/21/23 Nike reports Q3 EPS 79c, consensus 55c 03/21/23 Notable companies reporting after market close 12/20/22 Nike sees FY23 revenue growth in mid teens, consensus $49.01B 04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 $378.64 / -0.165 (-0.04%)
03/28/23 Lululemon sees FY23 EPS $11.50-$11.72, consensus $11.26 03/28/23 Lululemon sees Q1 EPS $1.93-$2.00, consensus $1.64 03/28/23 Lululemon reports Q4 adjusted EPS $4.40, consensus $4.26 03/28/23 Notable companies reporting after market close 05/19/23 Deere sees FY23 net income $9.25B-$9.5B 05/19/23 Deere reports Q2 EPS $9.65, consensus $8.59 05/19/23 Deere reports Q1 EPS $9.65, consensus $8.59 05/18/23 Notable companies reporting before tomorrow's open
Recommendations
BofA analyst Jessica Reif…
BofA analyst Jessica Reif Ehrlich remains "bullish" on Netflix's ad-supported tier after the company reported this week that 25% of new sign-ups are on the ad-supported tier and there are 5M global monthly active users, or MAUs. In addition, the firm's survey of over 1,000 Netflix users in the U.S. and U.K. suggests that most households would pay for password sharing in some form and a large percentage were amenable to downgrading their service to an ad-supported tier, the analyst tells investors. BofA reiterates a Buy rating and $410 price target on Netflix shares.
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$371.39 / +31.37 (+9.23%)
05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 04/18/23 Netflix says wants to have differentiated gaming experience 04/18/23 Netflix says 'Love is Blind' live reunion show drew 6.5M viewers $371.39 / +31.37 (+9.23%)
05/18/23 JPMorgan JPMorgan 'incrementally positive' on Netflix after management meeting 05/16/23 JPMorgan Netflix may delay paid sharing for writers strike, says JPMorgan 04/19/23 Jefferies Netflix price target lowered to $405 from $415 at Jefferies 04/19/23 Pivotal Research Netflix price target raised to $425 from $400 at Pivotal Research $371.39 / +31.37 (+9.23%)
04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 $371.39 / +31.37 (+9.23%)
05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says $371.39 / +31.37 (+9.23%)
05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday $371.39 / +31.37 (+9.23%)
05/18/23 Early notable gainers among liquid option names on May 18th 04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings 03/30/23 Unusually active option classes on open March 30th
Options
Notable gainers among…
Notable gainers among liquid option names this morning include TakeTwo Interactive Software (TTWO) $136.78 +11.76, Bath & Body Works (BBWI) $36.49 +2.47, Synopsys (SNPS) $402.90 +25.82, Netflix (NFLX) $360.60 +20.64, and Copart (CPRT) $85.83 +3.83.
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$139.01 / +14.015 (+11.21%)
05/17/23 Take-Two jumps 10% to $138.01 after Q4 results and guidance 05/15/23 Tiger Global buys TSMC, exits AppLovin in Q1 05/09/23 Take-Two's Private Division announces partnership with Game Freak 05/02/23 Take-Two says 'Marvel's Midnight Suns' Switch version no longer planned $397.87 / +20.66 (+5.48%)
05/11/23 Synopsys announces agreement with ReversingLabs 04/25/23 Synopsys announces collaboration with TSMC 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/23/23 Synopsys initiates $300M accelerated share repurchase agreement $355.36 / +15.34 (+4.51%)
05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 04/18/23 Netflix says wants to have differentiated gaming experience 04/18/23 Netflix says 'Love is Blind' live reunion show drew 6.5M viewers 12/11/22 Fly Intel: Top five weekend stock stories 12/05/22 Duck Creek Technologies announces Copart has joined its partner ecosystem 05/18/23 Bath & Body Works rises 8.9% 05/18/23 Bath & Body Works sees continuation of Q1 sales trends in Q2 05/18/23 Bath & Body Works: Sales softened in mid-March, improved in late April 05/15/23 Third Point buys Alibaba, cuts AIG in Q1 $139.01 / +14.015 (+11.21%)
05/18/23 Roth MKM Take-Two price target raised to $160 from $153 at Roth MKM 05/18/23 BofA Take-Two price target raised to $146 from $135 at BofA 05/18/23 Stifel Take-Two price target raised to $165 from $150 at Stifel 05/18/23 Wells Fargo Take-Two price target raised to $160 from $132 at Wells Fargo 05/08/23 JPMorgan Bath & Body Works price target lowered to $38 from $48 at JPMorgan 05/02/23 Barclays Bath & Body Works price target lowered to $37 from $44 at Barclays 04/20/23 Piper Sandler Bath & Body Works downgraded to Neutral from Overweight at Piper Sandler 04/10/23 Wells Fargo Bath & Body Works price target lowered to $40 from $46 at Wells Fargo $397.87 / +20.66 (+5.48%)
05/18/23 Wells Fargo Synopsys price target raised to $420 from $410 at Wells Fargo 05/18/23 Rosenblatt Synopsys price target raised to $448 from $420 at Rosenblatt 05/18/23 Baird Synopsys price target raised to $447 from $445 at Baird 02/16/23 Needham Synopsys price target raised to $450 from $420 at Needham $355.36 / +15.34 (+4.51%)
05/18/23 JPMorgan JPMorgan 'incrementally positive' on Netflix after management meeting 05/16/23 JPMorgan Netflix may delay paid sharing for writers strike, says JPMorgan 04/19/23 Jefferies Netflix price target lowered to $405 from $415 at Jefferies 04/19/23 Pivotal Research Netflix price target raised to $425 from $400 at Pivotal Research 05/18/23 Baird Copart price target raised to $90 from $78 at Baird 05/01/23 Northcoast Copart downgraded to Neutral from Buy at Northcoast 02/22/23 Guggenheim Copart price target raised to $82 from $75 at Guggenheim 02/22/23 Baird Copart price target raised to $78 from $74 at Baird $139.01 / +14.015 (+11.21%)
05/17/23 Take-Two sees Q1 GAAP EPS ($1.05) to (95c) 05/17/23 Take-Two sees FY24 net bookings $5.45B-$5.55B, consensus $6.08B 05/17/23 Take-Two reports Q4 GAAP EPS ($3.62) vs. 96c last year 05/17/23 Notable companies reporting after market close $397.87 / +20.66 (+5.48%)
05/17/23 Synopsys raises FY23 adjusted EPS view to $10.77-$10.84 from $10.53-$10.60 05/17/23 Synopsys sees Q3 adjusted EPS $2.70-$2.75, consensus $2.70 05/17/23 Synopsys reports Q2 adjusted EPS $2.54, consensus $2.46 $355.36 / +15.34 (+4.51%)
04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 05/17/23 Copart reports Q3 EPS 72c, consensus 64c 02/21/23 Copart reports Q2 EPS 61c vs. 60c y/y 05/18/23 Bath & Body Works sees Q2 EPS 27c-32c, consensus 32c 05/18/23 Bath & Body Works raises FY23 adjusted EPS view to $2.68-$3.08 from $2.50-$3.00 05/18/23 Bath & Body Works reports Q1 adjusted EPS 33c, consensus 26c 05/17/23 Notable companies reporting before tomorrow's open $139.01 / +14.015 (+11.21%)
05/08/23 'Hogwarts Legacy' back in first place in U.K. boxed charts, GI.biz says 03/21/23 'WWE 2K23' passes 'Hogwarts Legacy' in U.K. boxed charts, GI.biz reports 03/07/23 Take-Two lays off workers in Private Division label, other units, Bloomberg says 03/07/23 Take-Two offers clues for GTA 6 release date, XFire reports $355.36 / +15.34 (+4.51%)
05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says 12/10/22 Microsoft, Arista among stocks that can survive a triple whammy, Barron's says 02/22/23 Third Point plans proxy fight at Bath & Body Works, WSJ reports 02/22/23 Third Point plans proxy fight at Bath & Body Works, WSJ reports $139.01 / +14.015 (+11.21%)
05/17/23 Fly Intel: After-Hours Movers 05/09/23 What You Missed This Week in Video Games 05/02/23 What you Missed This Week in Video Games 04/25/23 What you Missed This Week in Video Games $397.87 / +20.66 (+5.48%)
02/15/23 Fly Intel: After-Hours Movers 01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/16/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations $355.36 / +15.34 (+4.51%)
05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday 05/18/23 Fly Intel: Pre-market Movers 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning 04/20/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations $139.01 / +14.015 (+11.21%)
05/17/23 TakeTwo Interactive Software options imply 5.5% move in share price post-earnings 03/02/23 Early notable gainers among liquid option names on March 2nd 02/06/23 TakeTwo Interactive Software options imply 8.0% move in share price post-earnings 01/09/23 TakeTwo Interactive Software call volume above normal and directionally bullish $397.87 / +20.66 (+5.48%)
05/17/23 Synopsys options imply 4.1% move in share price post-earnings 12/16/22 Early notable gainers among liquid option names on December 16th 12/01/22 Early notable gainers among liquid option names on December 1st 11/30/22 Synopsys options imply 4.2% move in share price post-earnings $355.36 / +15.34 (+4.51%)
04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings 03/30/23 Unusually active option classes on open March 30th 03/24/23 Early notable gainers among liquid option names on March 24th 05/17/23 Copart options imply 3.0% move in share price post-earnings 02/21/23 Early notable gainers among liquid option names on February 21st 03/29/23 Bath & Body Works call volume above normal and directionally bullish 03/28/23 Early notable gainers among liquid option names on March 28th 03/22/23 Early notable gainers among liquid option names on March 22nd 02/16/23 Bath & Body Works call volume above normal and directionally bullish
Recommendations
JPMorgan analyst Doug…
JPMorgan analyst Doug Anmuth came away "incrementally positive" on Netflix after spending time with management. The company indicated the broader paid sharing rollout is on track for Q2, consistent with how it was thinking about it a month ago at the Q1 earnings, the analyst tells investors in a research note. In addition, according to Nielsen, Netflix has had the top original TV show on streaming for 15 of 16 weeks this year and the top streaming film for 14 of 16 weeks, the firm points out. It keeps an Overweight rating on the shares with a $380 price target.
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05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 04/18/23 Netflix says wants to have differentiated gaming experience 04/18/23 Netflix says 'Love is Blind' live reunion show drew 6.5M viewers 05/16/23 JPMorgan Netflix may delay paid sharing for writers strike, says JPMorgan 04/19/23 Jefferies Netflix price target lowered to $405 from $415 at Jefferies 04/19/23 Pivotal Research Netflix price target raised to $425 from $400 at Pivotal Research 04/19/23 Wedbush Netflix added to Best Ideas List at Wedbush 04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says 05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday 04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings 03/30/23 Unusually active option classes on open March 30th 03/24/23 Early notable gainers among liquid option names on March 24th
Recommendations
Q1 earnings report. Paid…
Q1 earnings report. Paid sharing and advertising remain big opportunities for the company and important drivers of both revenue and subscribers going forward, the analyst tells investors in a research note. However, it is possible that Netflix may not like the optics of implementing paid sharing while 11,500 Writers Guild of America members are on strike, with production suspended or writing paused across at least a handful of Netflix titles, including Stranger Things and Emily in Paris. JPMorgan believes the delay could further postpone the company's revenue and subscriber acceleration. It keeps an Overweight rating on Netflix with a $380 price target.
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05/02/23 Writers Guild of America goes on strike after studio talks fail 04/23/23 Fly Intel: Top five weekend stock stories 04/18/23 Netflix says wants to have differentiated gaming experience 04/18/23 Netflix says 'Love is Blind' live reunion show drew 6.5M viewers 04/19/23 Jefferies Netflix price target lowered to $405 from $415 at Jefferies 04/19/23 Pivotal Research Netflix price target raised to $425 from $400 at Pivotal Research 04/19/23 Wedbush Netflix added to Best Ideas List at Wedbush 04/19/23 KeyBanc KeyBanc expects Netflix shares may be more range-bound near-term 04/18/23 Netflix sees Q2 EPS $2.84, consensus $3.05 04/18/23 Netflix reports Q1 EPS $2.88, consensus $2.86 04/18/23 Notable companies reporting after market close 01/19/23 Netflix sees Q1 EPS $2.82, consensus $2.97 05/12/23 Netflix plans to cut spending by $300M this year, WSJ reports 04/24/23 Netflix to invest $2.5B in South Korea content over next four years, Yonhap says 04/23/23 Netflix starts new chapter, likely good news for stock, Barron's says 04/17/23 Netflix's 'Love is Blind' livestream canceled after tech issues, TechCrunch says 05/12/23 What You Missed On Wall Street On Friday 05/12/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/02/23 What You Missed On Wall Street On Tuesday 04/19/23 Notable open interest changes for April 19th 04/18/23 Netflix options imply 7.9% move in share price post-earnings 03/30/23 Unusually active option classes on open March 30th 03/24/23 Early notable gainers among liquid option names on March 24th
