New User:

-or-
Username:
Password:
Forgot your password?

Stock Market & Financial Investment News

News Breaks
April 16, 2014
06:27 EDTDIS, NFLX, FOXA, CMCSK, AMZN, CMCSANBCUniversal planning digital video push
NBCUniversal announced the launch of a robust, original video programming initiative that will be promoted across the company’s unique portfolio of television networks and featured on its extensive collection of digital platforms as well as on national video-on-demand.Debuting first on various digital platforms including channel websites, Hulu and video-on-demand, this companywide initiative is designed to connect advertising brands with consumers in the most engaging and immersive ways. In many cases, the development of these digital series will be in direct collaboration with advertising partners. “Much of the uncaptured value in the online world can be unlocked with smart collaborations between creators and clients. This year, we’re making a big push to building that bridge,” said Jeff Wachtel, President and Chief Content Officer, NBCUniversal Cable Entertainment.
News For CMCSA;CMCSK;NFLX;AMZN;FOXA;DIS From The Last 14 Days
Sign up for a free trial to see the rest of the stories you've been missing.
1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 >>
August 20, 2015
11:16 EDTNFLXStocks with call strike movement; FB NFLX
Subscribe for More Information
10:19 EDTNFLXNetflix may test uptrend support
Subscribe for More Information
10:00 EDTDISOn The Fly: Analyst Downgrade Summary
Subscribe for More Information
09:36 EDTDISActive equity options trading on open
Subscribe for More Information
09:20 EDTDISOn The Fly: Pre-market Movers
Subscribe for More Information
09:17 EDTNFLX, DIS, FOXADisney hit with another downgrade on TV concerns
Subscribe for More Information
06:36 EDTDIS, FOXABernstein cuts Disney, Time Warner with TV entering 'structural decline'
Bernstein analyst Todd Juenger downgraded his rating on both Disney (DIS) and Time Warner (TWX) saying the U.S. television industry is entering a period of "prolonged structural decline." With viewers moving away from ad-supported platforms to non-ad-supported, media companies with the least exposure to U.S. advertising represent the most favorable investments, Juenger tells investors in a 48-page research note on the Media sector. The analyst moved both companies to a Market Perform rating from Outperform, and lowered his price target for Disney to $114 from $125 and for Time Warner to $90 from $101. He called the downgrade of Time Warner a "very close call" as his new price target still represents 15% upside from current levels. Share performance in the entire Media sector will be challenged until the content owners take steps to "reclaim on-demand viewing" from streaming services like Netflix (NFLX) and use it to protect affiliate fees, Juenger argues. His Outperform-rated names are Nielsen (NLSN) and 21st Century Fox (FOXA). Along with Time Warner and Disney, the analyst has Market Perform ratings on AMC Networks (AMCX), CBS (CBS), Scripps Networks (SNI) and Discovery (DISCA). Juenger has an Underperform rating on Viacom (VIAB). Wells Fargo on Tuesday also downgraded Disney to Market Perform. Piper Jaffray this morning told investors that the recent pullback in shares of AMC Networks brings a "great" entry point into the name.
06:24 EDTDISTime Warner downgraded to Market Perform from Outperform at Bernstein
Bernstein analyst Todd Juenger downgraded Time Warner (TWX) to Market Perform saying the U.S. television industry is entering a period of "prolonged structural decline." With viewers moving away from ad-supported platforms to non-ad-supported, media companies with the least exposure to U.S. advertising represent the most favorable investments, Juenger tells investors in a 48-page research note on the Media sector. He cut his price target for Time Warner to $90 from $101 and calls the downgrade a " very close call" with his new price target representing 15% upside from current levels. The analyst also downgraded shares of Disney (DIS) to Market Perform.
06:22 EDTDISDisney downgraded to Market Perform from Outperform at Bernstein
Bernstein analyst Todd Juenger downgraded Disney (DIS) to Market Perform saying the U.S. television industry is entering a period of "prolonged structural decline." With viewers moving away from ad-supported platforms to non-ad-supported, media companies with the least exposure to U.S. advertising represent the most favorable investments, Juenger tells investors in a 48-page research note on the Media sector. He cut his price target for Disney shares to $114 from $125. The analyst also downgraded shares of Time Warner (TWX) to Market Perform. Shares of Disney closed yesterday down 45c to $106.49. Wells Fargo on Tuesday also downgraded the stock to Market Perform.
06:10 EDTCMCSA, CMCSKWeather Channel said to hire banks to explore sale, Bloomberg reports
Subscribe for More Information
06:05 EDTAMZNAmazon Web Services to open data support center in London, Financial Times says
Subscribe for More Information
05:56 EDTAMZNGoogle Express to shut down two California delivery hubs, Re/code says
Subscribe for More Information
August 19, 2015
16:00 EDTNFLXOptions Update; August 19, 2015
Subscribe for More Information
10:57 EDTNFLXT-Mobile promotion gives Netflix analyst greater confidence
UBS raised its price target on Netflix (NFLX) to $143 from $116, saying that its confidence in the company's outlook has improved following a promotion undertaken by T-Mobile (TMUS). WHAT'S NEW: T-Mobile recently began offering one free year of Netflix to consumers who switch to its wireless service, UBS analyst Doug Mitchelson wrote in a note to investors today. Mitchelson said that the promotion increases his confidence in the outlook for Netflix's U.S. business. Moreover, he believes that Netflix could "become a standard promotional tool" for wired and wireless broadband providers going forward. Although Netflix's stock "looks very expensive" in the near-term, the company's long-term opportunity is "extraordinary," given the potential size of the global streaming market, the analyst stated. Mitchelson's "upside case" for Netflix shares is $199 while his "downside case" is $55. The downside case assumes Hollywood starts restricting content licensing to streaming services like Netflix in attempt to slow their growth. He raised his price target on the name to $143 from $116 and kept a Buy rating on the shares. WHAT'S NOTABLE: On August 10, research firm Stifel raised its price target on Netflix to $143 from $128, saying that the company's U.S. subscriber base can reach 80M by 2024, above the midpoint of its guidance. PRICE ACTION: In mid-morning trading, Netflix fell 1% to $122.
10:20 EDTCMCSA, CMCSKBig telecom firms put M&A on hold, CTFN reports
Subscribe for More Information
10:00 EDTCMCSAOn The Fly: Analyst Upgrade Summary
Subscribe for More Information
09:33 EDTNFLXActive equity options trading on open
Active equity options trading on open: AAPL BAC FB BA TWTR NFLX WMT BABA
09:13 EDTCMCSA, CMCSKComcast upgraded to Buy from Neutral at MoffettNathanson
Subscribe for More Information
07:42 EDTAMZNPhoenix Amazon warehouse evacuated due to chemical leak, ABC15 says
Subscribe for More Information
06:01 EDTNFLXNetflix price target raised to $143 from $116 at UBS
UBS analyst Doug Mitchelson raised his price target for Netflix (NFLX) shares to $143 after increasing his longer term revenue assumptions. The streaming service closed yesterday down $1.31 to $124.05. Mitchelson upped his 2020-2026 revenue estimates to reflect his belief that Netflix will successfully monetize its streaming platform beyond just monthly subscription fees, such as bundling and promoting third party services. He has increased confidence in the company's U.S. growth outlook after T-Mobile (TMUS) just launched a promotion for its wireless service that included one free year of Netflix. As competition among broadband providers intensifies, Netflix's inexpensive monthly streaming service could become one of the standard promotional tools, Mitchelson tells investors in a research note. The analyst's "upside case" for Netflix shares is $199 while his "downside case" is $55. The downside case assumes Hollywood starts restricting content licensing to streaming services like Netflix in attempt to slow their growth. Mitchelson keeps a Buy rating on Netflix.
1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 >>

Sign up for a free trial to see the rest of the stories you've been missing.
I agree to the theflyonthewall.com disclaimer & terms of use