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Stock Market & Financial Investment News

News For NFLX;FSLR From The Last 14 Days
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October 24, 2014
16:02 EDTNFLXOptions Update; October 24, 2014
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06:38 EDTFSLREU sets emissions, renewable energy targets, NY Times says
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October 23, 2014
09:39 EDTNFLXActive equity options trading on open
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October 22, 2014
16:00 EDTNFLXOptions Update; October 23, 2014
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13:06 EDTNFLXEarnings Preview: Comcast reporting Q3 results as Time Warner deal progressing
Comcast (CMCSA, CMCSK) is set to report third quarter earnings before the market open on Thursday, October 23, with a conference call scheduled for 8:30 am ET. Comcast is a diversified media company that operates the NBC family of networks and Universal Pictures, among other cable, internet, and voice services. On February 13, Comcast announced plans to merge with Time Warner Cable (TWC) in a deal valued at $45.2B. EXPECTATIONS: Analysts are looking for earnings per share of 71c on revenue of $16.82B, according to First Call. The consensus range for EPS is 64c-76c on revenue of $16.5B-$17.17B. LAST QUARTER: Comcast reported second quarter EPS of 75c against estimates for 72c, on revenue of $16.84B against estimates for $16.95B. TIME WARNER CABLE DEAL: On August 17, The Wall Street Journal reported that the Federal Communications Commission said that one issue it must decide as it reviewed the proposed acquisition of Time Warner Cable is whether to allow Comcast to continue Time Warner Cable's arrangement to handle programming and technology acquisitions for cable operator Bright House Networks. On August 26, Engadget reported that Netflix (NFLX) filed a formal protest against the Time Warner Cable deal, saying that the merger would result in "serious public interest harm" and that a combined cable giant would have a huge amount of leverage over it and rivals such as Hulu. Hulu is a joint venture owned by Comcast along with Disney (DIS) and 21st Century Fox (FOX,FOXA). The New York Post reported on September 8 that Discovery (DISCA) believed Comcast's takeover of Time Warner Cable would give the merged entity an unfair advantage over programmers. That same day, Reuters said a proxy statement detailed that Time Warner Cable employees would split $416M if the merger deal with Comcast did not transpire. At the Goldman Sachs Communacopia Conference on September 10, Comcast said that it has made "a lot of progress" on the shareholder approval process for the Time Warner Cable deal, but expected the agreement to be finalized in early fiscal year 2015 versus the previous guidance of late 2014. The company expects the Time Warner Cable merger to generate $1.5B in operating expense synergies. On September 16, Comcast said at the Media, Communications and Entertainment Conference that it would reveal its capital plan at the close of the Time Warner Cable deal and noted at that time that "everything was on track" regarding the merger. The Wall Street Journal reported on September 30 that the FCC pushed for media companies to submit details of their programming agreements with Comcast prior to the Time Warner Cable deal. The FCC announced three days later that it extended time for the companies to file their replies on Comcast regarding the merger. On October 8, Comcast Shareholders approved stock issuance for the Time Warner Cable deal and the next day, Time Warner Cable stockholders approved the Comcast merger deal. STREET RESEARCH: Analysts remained fairly quiet on Comcast throughout the quarter. On September 9, UBS raised its price target on Comcast to $72 from $60 given its strong underlying fundamentals and the expected free cash flow accretion from the Time Warner Cable deal. The firm also said it expected Comcast to accelerate its stock buyback and increase its dividend. UBS kept its Buy rating on the stock. On October 17, Goldman Sachs said that Comcast was its top large cap pick into the earnings report given steady fundamentals, moderated expectations, and valuation. The firm maintained the stock with a Buy rating and a $64 price target. PRICE ACTION: Since the first day of trade following its Q2 report on July 22, shares of Comcast are down about 3.5%. Since it announced its deal with Time Warner Cable on February 13, shares of the media company have fallen just under 6%. In late-morning trade ahead of tomorrow’s Q3 report, shares of Comcast are down fractionally.
06:14 EDTNFLXStocks with implied volatility below IV index mean; XLNX NFLX
Stocks with implied volatility below IV index mean; Xilinx (XLNX) 24, Netflix (NFLX) 35 according to iVolatility.
October 21, 2014
16:00 EDTNFLXOptions Update; October 21, 2014
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06:27 EDTNFLXStocks with implied volatility below IV index mean; EBAY NFLX
Stocks with implied volatility below IV index mean; eBay (EBAY) 26, Netflix (NFLX) 38 according to iVolatility.
October 20, 2014
16:00 EDTNFLXOptions Update; October 20, 2014
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12:01 EDTNFLXNetflix, Amazon recomended as short ideas by Fred Wilson, Bloomberg reports
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07:19 EDTFSLRJPMorgan says recent sell-off in solar space unjustified
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06:01 EDTNFLXStocks with implied volatility below IV index mean; EBAY NFLX
Stocks with implied volatility below IV index mean; eBay (EBAY) 27, Netflix (NFLX) 40 according to iVolatility.
October 17, 2014
16:55 EDTNFLXStocks end volatile week lower amid oil price plunge
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12:38 EDTNFLXNetflix shares 'so far underpriced right now its amazing,' says Cuban
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12:17 EDTNFLXMark Cuban says buying Netflix shares, sees company as M&A target
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11:38 EDTNFLXCuban say buying Netflix stock, predicts 'someone will try to buy them'
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10:58 EDTNFLXHBO streaming service may cost around $15 a month, The Information reports
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09:38 EDTNFLXActive equity options trading on
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06:24 EDTNFLXStocks with implied volatility below IV index mean; HPQ NFLX
Stocks with implied volatility below IV index mean; HP (HPQ) 31, Netflix (NFLX) 40 according to iVolatility.
October 16, 2014
16:30 EDTNFLXOn The Fly: Closing Wrap
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16:01 EDTNFLXOptions Update; October 16, 2014
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12:29 EDTNFLXOn The Fly: Midday Wrap
Stocks on Wall Street were lower at midday, though well off their worst levels. The market opened sharply lower following less than stellar quarterly reports from some of the country’s largest corporations and a number of in-focus "momentum" names such as Netflix (NFLX) and eBay (EBAY). The early drop extended the market’s recent declines and put the averages close to correction territory. The market moved off its lows after a regional Fed president, who'd recently been seen as hawkish, said in an interview that the central bank should consider delaying the end of quantitative easing and that it should be more data driven than time driven. The comments were attributed as the catalyst for a reversal that brought the averages all the way back to positive territory, though the market has once again drifted back into negative ground. ECONOMIC EVENTS: In the U.S., initial jobless claims decreased by 23K to 264K last week to hit their lowest level since April 2000. Industrial production rebounded 1.0% in September, beating expectations for a rise of 0.4% and pushing capacity utilization up to 79.3% from 78.7% previously. The Philadelphia Fed manufacturing index fell 1.8 points to 20.7 in October, which was not as low as the expected 19.9 reading. The NAHB homebuilder sentiment index fell 5 points to 54 in October, versus expectations for it to hold steady at 59. Also of significant note, St. Louis Fed President James Bullard, who is not a voting FOMC member though was quoted recently saying that a rate hike might be appropriate as soon as early next year, reversed course this morning and told Bloomberg in an interview that the Fed should consider delaying an end to its quantitative easing program. COMPANY NEWS: Shares of Netflix (NFLX) plunged 22% after the company provided lower than expected Q4 profit guidance and reported lower than expected subscriber data. The move after its earnings report last night also follows Time Warner's (TWX) announcement yesterday of plans for a standalone HBO online service and Piper Jaffray saying it believes CBS (CBS) will similarly launch an over-the-top Showtime offering next year... eBay (EBAY) shares slipped nearly 6% after the company missed revenue expectations for the third quarter and lowered its outlook for fiscal 2014. Following the report, analysts at both RBC Capital and CLSA downgraded the stock. MAJOR MOVERS: Among the notable gainers was Chesapeake Energy (CHK), which rose 17% after the company announced that it sold Marcellus and Utica shale assets to Southwestern Energy (SWN) for $5.375B. Shares of the buyer Southwestern, however, fell 8% after the deal announcement. Also lower was Extreme Networks (EXTR), which dropped almost 19% after cutting its first quarter outlook citing significant delays with its North American deals as well as headwinds in Europe. INDEXES: Near midday, the Dow was down 28.46, or 0.18%, to 16,113.28, the Nasdaq was down 16.16, or 0.38%, to 4,199.16, and the S&P 500 was down 2.08, or 0.11%, to 1,860.41.
10:39 EDTNFLXNetflix tumbles after guidance, subscribers miss expectations
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10:01 EDTNFLXOn The Fly: Analyst Upgrade Summary
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10:01 EDTNFLXOn The Fly: Analyst Downgrade Summary
Today's noteworthy downgrades include: Akamai (AKAM) downgraded to Market Perform from Outperform at Wells Fargo... CGG SA (CGG) downgraded to Reduce from Neutral at Nomura... Central Valley Community (CVCY) downgraded to Hold from Buy at Sandler O'Neill... DSM (RDSMY) downgraded to Neutral from Buy at Nomura... Disney (DIS) downgraded at Guggenheim... Francesca's (FRAN) downgraded to Underperform from Outperform at Macquarie... Netflix (NFLX) downgraded to Fair Value from Buy at CRT Capital... Nordstrom (JWN) downgraded to Neutral from Outperform at Macquarie... Norfolk Southern (NSC) downgraded at Credit Suisse... Rio Tinto (RIO) downgraded to Market Perform at Cowen... Seadrill (SDRL) downgraded to Reduce from Neutral at Nomura... Ternium (TX) downgraded to Neutral from Overweight at JPMorgan... Urban Outfitters (URBN) downgraded to Neutral from Outperform at Macquarie... Viacom (VIAB) downgraded at BofA/Merrill... eBay (EBAY) downgraded to Underperform from Buy at CLSA... lululemon (LULU) downgraded to Underperform from Neutral at Macquarie.
09:39 EDTNFLXActive equity options trading on open
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09:26 EDTNFLXNetflix long-term growth intact, says BTIG
BTIG would not sell Netfix and said issues are short-term and that long-term growth is intact. The analyst said content quality is ramping and the company has an underappreciated technology lead of incumbent media peers and is able to produce content an a far more efficient, global scale, increasing its international expansion opportunities. Shares are Buy rated
09:23 EDTNFLXOn The Fly: Pre-market Movers
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09:21 EDTNFLXNetflix core competitive advantages appear intact, says Pacific Crest
After Netflix reported Q3 results that Pacific Crest views as weak, the firm thinks the company's core competitive advantages appear to be intact. The firm believes that the company has much growth and profit potential remaining. It cut its price target on the name to $490 from $530 but keeps an Outperform rating on the shares.
07:58 EDTNFLXNetflix weakness a buying opportunity, says RW Baird
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07:23 EDTNFLXFutures suggest market plunge
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07:19 EDTNFLXNetflix new content can 'reinvigorate' growth, says JPMorgan
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07:16 EDTNFLXNetflix shares should be bought on weakness, says RBC Capital
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07:04 EDTNFLXNetflix price target lowered to $415 from $500 at Cantor
Cantor cut its price target on Netflix after the company reported lower than expected Q3 subscriber growth and provided lower than expected Q4 subscriber guidance. However, the firm keeps a Buy rating on the shares, citing the ongoing shift to Internet TV and Netflix's strong position in that segment.
06:39 EDTNFLXNetflix October volatility elevated into disappointing Q3
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06:26 EDTNFLXNetflix price target lowered to $364 from $453 at Citigroup
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06:20 EDTNFLXNetflix downgraded to Fair Value from Buy at CRT Capital
CRT Capital downgraded Netflix to Fair Value and reduced its price target to $375 from $510 following disappointing Q3 results. The analyst said Netflix invests heavily in content and expansion, faces increasing competition, and lack s enough near-term catalysts to move shares.
06:00 EDTNFLXNetflix upgraded to Hold from Underperform at Jefferies
Jefferies upgraded Netflix to Hold with a $300 price target citing a more favorable risk/reward following the post-earnings sell-off.
05:52 EDTNFLXNetflix price target lowered to $345 from $434 at Piper Jaffray
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October 15, 2014
18:43 EDTNFLXNetflix says 'feeling incredible' about international growth
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18:26 EDTNFLXOn The Fly: After Hours Movers
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17:19 EDTNFLXNetflix sees Q4 U.S. contribution margin increasing about 500bps YoY
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17:05 EDTNFLXNetflix says primary cause of subscriber decline was subscription price increase
The company said, "Year on year net additions in the U.S. were down to 1M in Q3 compared to 1.3M in 3Q13. As best we can tell, the primary cause is the slightly higher prices we now have compared to a year ago. Slightly higher prices result in slightly less growth, other things being equal, and this is manifested more clearly in higher adoption markets such as the U.S. In hindsight, we believe that late Q2 and early Q3, the impact of higher prices appeared to be offset for about two months by the large positive reception to Season two of Orange is the New Black. We remain happy with the price changes and growth in revenue and will continue to improve our service, with better content, better streaming and better choosing. The effect of slightly higher prices is factored into our Q4 forecast."
16:37 EDTNFLXNetflix downside continues in the extended session
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16:15 EDTNFLXNetflix plunges after hours
The shares are down over 23% to $344.53 in the extended session following earnings. At that price, resistance is at $346.06 and then at $351.88. Support is at $336.76.
16:11 EDTNFLXNetflix down over 20% following Q3 results
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16:10 EDTNFLXNetflix added 3.02M members in Q3
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16:10 EDTNFLXNetflix expects to add 4M members in Q4
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16:09 EDTNFLXNetflix ends Q3 with 53.1M global members
16:08 EDTNFLXNetflix sees Q4 EPS 44c, consensus 85c
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16:01 EDTNFLXNetflix reports Q3 EPS 96c, consensus 93c
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16:00 EDTNFLXOptions Update; October 15, 2014
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15:48 EDTNFLXNetflix October 450 straddle priced for 6.5% move into Q3
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15:28 EDTNFLXNotable companies reporting after market close
Notable companies reporting after the market close, with earnings consensus, include American Express (AXP), consensus $1.36; eBay (EBAY), consensus 67c; Kinder Morgan (KMI), consensus 34c; Kinder Morgan Energy Partners (KMP), consensus 64c; Kinder Morgan Management (KMR), consensus 58c; El Paso Pipeline Partners (EPB), consensus 39c; Netflix (NFLX), consensus 93c; United Rentals (URI), consensus $2.08; Navient (NAVI), consensus 52c; Las Vegas Sands (LVS), consensus 58c; Umpqua Holdings (UMPQ), consensus 29c; Astoria Financial (AF), consensus 16c; Rambus (RMBS), consensus 5c.
14:01 EDTNFLXNetflix technical comments ahead of results
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13:22 EDTNFLXEarnings Preview: Netflix falls after HBO announced plans of streaming service
Netflix (NFLX) is expected to report third quarter earnings after the market close on Wednesday, October 15 with a conference call scheduled for 6:00 pm ET. Netflix is an Internet subscription service that allows members to watch TV shows and movies through DVD and on-demand streaming. EXPECTATIONS: Analysts are looking for earnings per share of 93c on revenue of $1.41B. The consensus range is 86c-$1.24 for EPS, and $1.39B-$1.43B for revenue, according to First Call. LAST QUARTER: Netflix reported second quarter EPS of $1.15 against estimates of $1.16, on revenue of $1.15B against estimates of $1.33B. It reported Q2 total streaming net additions of 1.69M and Q2-end total streaming members of 50.05M. The company reports Q2 international streaming net additions of 1.12M and Q2-end members of 13.8M. Netflix gave Q3 EPS guidance of 89c and revenue guidance of $1.22B. It also expects to add 3.69M net additions, with international approaching contribution profitability. Netflix said it can achieve U.S.-like margins in its international business. During its Q2 earnings interview, Netflix said it sees a dip in free cash flow for the fourth quarter of 2014 and the first quarter of 2015 as company expands original content. NEWS: Netflix launched in several countries in the past quarter, including France, Germany, Gelgium Austria, Switzerland, and Luxemburg. It also signed a deal with Weinstein Co. to release a feature film sequel to "Crouching Tiger Hidden Dragon" that will be released to a number of IMAX (IMAX) theaters. Netflix signed Judd Apatow to a two-year commitment for an original comedy series, and Adam Sandler to star in four feature films. The company announced a peering deal with Time Warner Cable (TWC) for faster streams and direct access. In a recent post on Facebook, CEO Reed Hastings said the company passed Time Warner's HBO in subscriber revenue. HBO, however, announced plans today to launch a standalone streaming service in the U.S. that does not require a cable TV subscription. STREET RESEARCH: MKM Partners said Netflix's international opportunity is larger than most realize and will eventually be able to provide a global product. The company's price target was raised at RBC Capital due to the opportunities in new European markets, along with favorable survey results in the U.S. and the U.K. Barclays and BTIG upgraded the company, saying international estimates are likely achievable no longer see the stock as underperforming its peers. BTIG expects Netflix's streaming service may reach 100M subscribers worldwide by 2017. Ahead of Q3 earnings, Canaccord said Netflix will likely report in-line results with continued strong subscriber additions and improved international performance. PRICE ACTION: Netflix shares have fell more than to 3.31% since the first day of trading following the company's Q2 report. In Wednesday mid-day trading ahead of Q3 report, Netflix shares are trading down 2.67%.
12:26 EDTNFLXNetflix obtains streaming licensing rights to 'Friends'
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10:55 EDTNFLXHBO to launch standalone online service in 2015
HBO's plans to launch a stand alone streaming service in the U.S. that does not require a cable TV subscription were announced at Time Warner's (TWX) analyst day meeting. HBO's upcoming service may be viewed as another competitor to Netflix (NFLX).
09:38 EDTNFLXActive equity options trading on open
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07:14 EDTNFLXNetflix October volatility elevated into Q3 and outlook
Netflix October call option implied volatility is at 95, November is at 40, December is at 38, January is at 37, March is at 34; compared to its 26-week average of 35, suggesting large near term price movement into the expected release of Q3 results on October 15.
October 14, 2014
16:00 EDTNFLXOptions Update; October 14, 2014
iPath S&P 500 VIX Short-Term Futures down 40c to 39.11. Option volume leaders: AAPL TSLA TWTR AMZN GILD C JNJ AA NFLX PBR according to Track Data.
10:01 EDTNFLXOn The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: AU Optronics (AUO) upgraded to Neutral from Sell at UBS... Antero Resources (AR) upgraded to Buy from Accumulate at KLR Group... BHP Billiton (BHP) upgraded to Neutral from Underperform at Credit Suisse... Bill Barrett (BBG) upgraded to Buy from Accumulate at KLR Group... BorgWarner (BWA) upgraded to Buy from Neutral at Goldman... CRH Plc. (CRH) upgraded to Buy from Neutral at Citigroup... Comstock Resources (CRK) upgraded to Buy from Accumulate at KLR Group... Cracker Barrel (CBRL) upgraded at Argus... Delphi Automotive (DLPH) upgraded to Buy from Neutral at Goldman... EOG Resources (EOG) upgraded at Bernstein... Eaton (ETN) upgraded to Overweight from Equal Weight at Barclays... Energizer (ENR) upgraded to Outperform from Market Perform at Wells Fargo... Energy Transfer Equity (ETE) upgraded to Outperform at RW Baird... Federal-Mogul (FDML) upgraded to Neutral from Sell at Goldman... Ford (F) upgraded to Neutral from Underperform at Buckingham... Gulfport Energy (GPOR) upgraded to Accumulate from Hold at KLR Group... Halcon Resources (HK) upgraded to Buy from Hold at KLR Group... HeartWare (HTWR) upgraded to Overweight from Neutral at Piper Jaffray... Helmerich & Payne (HP) upgraded to Outperform at FBR Capital... Legg Mason (LM) upgraded to Neutral from Underperform at BofA/Merrill... Level 3 (LVLT) upgraded to Buy from Hold at Gabelli... Magnum Hunter (MHR) upgraded to Buy from Hold at KLR Group... NetScout (NTCT) upgraded at DA Davidson... Netflix (NFLX) upgraded to Buy with $600 target at BTIG... Newfield Exploration (NFX) upgraded to Buy from Hold at KLR Group... Nielsen (NLSN) upgraded at Bernstein... Orbitz (OWW) upgraded to Outperform from Market Perform at FBR Capital... PDC Energy (PDCE) upgraded to Buy from Hold at KLR Group... Rackspace (RAX) upgraded to Buy from Hold at Evercore... Range Resources (RRC) upgraded to Accumulate from Hold at KLR Group... Rex Energy (REXX) upgraded to Buy from Accumulate at KLR Group... SM Energy (SM) upgraded to Buy from Accumulate at KLR Group... Sanchez Energy (SN) upgraded to Buy from Accumulate at KLR Group... Targa Resources (TRGP) upgraded to Buy from Accumulate at Tudor Pickering... Unilife (UNIS) upgraded to Buy from Neutral at Ladenburg... Universal Forest (UFPI) upgraded at Sterne Agee.
09:37 EDTNFLXActive equity options trading on open
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07:11 EDTNFLXNetflix October volatility elevated at 97 into Q3 and outlook
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06:42 EDTFSLRPV modules with solar-grade wafers to account for 89% of capacity, DigiTimes says
Solarbuzz says solar photovoltaic modules using solar-grade wafers will account for 89% of solar capacity forecast to be installed in 2014, reports DigiTimes. Thin-filmed panel makers will supply nearly 8% of end-market demand in 2014, while premium cyrstalline silicon suppliers making up the remaining 3% share. Publicly traded companies in the space include Canadian Solar (CSIQ), First Solar (FSLR), JA Solar (JASO), SunPower (SPWR), Trina Solar (TSL), Panasonic (PCRFY) and Yingli Green Energy (YGE). Reference Link
05:45 EDTNFLXNetflix upgraded to Buy with $600 target at BTIG
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October 13, 2014
16:14 EDTNFLXNetflix upgraded to Buy from Neutral at BTIG
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11:20 EDTFSLRStocks with call strike movement; FSLR DAL
First Solar (FSLR) January 65 call option implied volatility increased 4% to 54, Delta Air Lines (DAL) January 36 call option implied volatility increased 8% to 47 according to IVolatility.
09:06 EDTNFLXNetflix, CBS sign distribution deal in Europe, Hollywood Reporter says
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08:50 EDTNFLXNetflix charging extra for 4K Ultra HD content, Variety reports
Netflix will require subscribers to pay its most expensive service tier for 4K Ultra HD content, reports Variety. Subscribers must sign up for the "family" plan at $11.99 monthly, which allows for simultaneous streaming of up to four programs. The reason for the change was that producing and acquiring 4K content costs more that conventional HD, so it has repositioned Ultra HD as a premium offering. Reference Link
07:43 EDTNFLXNetflix Q3 results expected to be inline, says Canaccord
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October 10, 2014
16:02 EDTNFLXActionable Options for Friday, October, 10
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06:39 EDTNFLXNetflix spends $150M annually on content recommendations, Gigaom reports
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