Posts for Ticker ‘NFLX’

Top 10 Analyst Upgrades, Downgrades, Initiations (DVN, XOM, HES, ITW, LEA, NFLX, PALM, PARD, SPWRA, VRTX)

These are this morning’s top ten analyst upgrades, downgrades, and initiations seen from Wall Street research calls:

Devon Energy (NYSE: DVN) Raised to Outperform at Wells Fargo.
Exxon Mobil Corp. (NYSE: XOM) Raised to Overweight at Barclays.
Hess Corporation (NYSE: HES) Raised to Buy at UBS.
Illinois Tool Works (NYSE: ITW) Raised to Buy at UBS.
Lear Corp. (NYSE: LEA) Started as Overweight at JPMorgan.
Netflix Inc. (NASDAQ: NFLX) Started as Buy at Collins Stewart.
Palm Inc. (NASDAQ: PALM) Raised to Buy at Kaufman.
Poniard Pharmaceuticals, Inc. (NASDAQ: PARD) Cut to Market Perform at Rodman & Renshaw.
Sunpower Corporation (NASDAQ: SPWRA) Cut to Neutral at Piper Jaffray; Cut to Market Perform at FBR Capital Markets.
Vertex Pharmaceuticals (NASDAQ: VRTX) Cut to Neutral at Merriman Curhan Ford.

You can join our open email distribution list to hear more news on key analyst calls, top day trader alerts, Buffett and other investment gurus, IPOs, secondary offerings, mergers and more.

JON C. OGG

Posted on: November 17, 2009 – 8:01 am in Pre-Market Activity, Trading Alert, , , , , , , , , ,

Apple’s Tablet Computer: The DVD Killer

appleThe music industry never saw the Apple (NASDAQ:AAPL) iPod coming. The iPod was an expensive toy when it was introduced in 2001. There was no reason to think it would do well. Digital multimedia players were not part of mainstream consumer electronics. Read More »

Posted on: October 27, 2009 – 5:13 am in Hardware, Media, Old Media, PC Companies, , , , ,

Today’s Best Market Rumors (10/26/2009) (ATVI)(BP)(BX)(NFLX)(BAC)

newspaperUpdated throughout the day.

Updated 10.53 AM EST  Activision-Blizzard (NASDAQ:ATVI) “Guitar Hero 5″ is selling poorly.  (Barron’s)

Update 9.47 AM EST:  BP’s (NYSE:BP) new chairman will make significant changes to the oil company’s board.  (Time of London)

Debt levels at US banks are above those of The Great Depression. (FTAlphaville).

Blackstone (NYSE:BX) may be planning an IPO of its European theme-park operator Merlin Entertainments next year.  (The Deal)

Hollywood studios may push for a bigger share of Netflix revenue (NASDAQ:NFLX) (CNET).

The terms of Bank of America’s (NYSE:BAC) payback of federal funds may set bank values for the market (TheStreet).

OPEC will raise output if oil hits $100  (CNBC).

Douglas A. McIntyre

Posted on: October 26, 2009 – 9:15 am in Rumors, , , , ,

Media Digest 10/26/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

newspaperReuters:   Corporate directors are on the hot seat over management pay.

Reuters:   The US healthcare system wastes up to $800 billion a year.

Reuters:   Capmark Financial filed for bankrupcy.

Reuters:   The land dealer advisor resigned from Calpers. Read More »

Posted on: October 26, 2009 – 4:13 am in Press Digest, , , , , , , , ,

Netflix Battleground Status Continues (NFLX, BBI, CSTR)

Netflix LogoNetflix Inc. (NASDAQ: NFLX) is a true battleground stock.  It has a loyal customer base, a cult-like stock following, and trades with a very high short interest.  Shares are screaming today and have effectively hit not just 52-week highs… all-time highs. The earnings report showed a 48% profit rise and it raised its annual subscriber and financial metrics.  The company’s profit rose by almost 50% to $30.1 million, or $0.52 EPS.  But on a non-GAAP basis those earnings were $0.55 EPS.  Revenues rose by about 24% from a year ago to $423.1 million. Thomson Reuters consensus data was $0.49 EPS and $419.9 million in revenues.
Read More »

Posted on: October 23, 2009 – 11:53 am in Earnings, Entertainment, HI/LOW, Media, , ,

DVD Sales Crushed By Rentals, As Apple (AAPL) And Amazon (AMZN) Rise

bearDVD sales are flagging and rentals are up, news which is likely to be unwelcome at the major movie studios. The Digital Entertainment Group announced that in the first half of this year, DVD sales fell almost 14% to $5.4 billion. DVD rental  revenue rose 8% to $3.4 billion.

While kiosk operator RedBox and DVD mailer NetFlix (NFLX) are a large part of the rise in rentals, it is Apple (AAPL) and Amazon (AMZN) that are really crushing the studio DVD sales. Read More »

Posted on: September 22, 2009 – 6:25 am in Old Media, , , , , , ,

Media Digest 9/22/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

newspaperReuters:   Obama pushed his economic message before the G20 summit

Reuters:   A Senate panel took up healthcare legislation.

Reuters:   Bank of America (BAC) missed a deadline for supplying information from Congress and now faces another threat from the SEC. Read More »

Posted on: September 22, 2009 – 4:01 am in Press Digest, , , , , , , , , , , , ,

Blockbuster’s Fate: Dying Store Model May Work (BBI, NFLX, CSTR, TIVO, CMCSA, TWX, AMZN)

Blockbuster LogoBlockbuster Inc. (NYSE: BBI) is dying if you read today’s headlines.  Word from most media outlets today is that Blockbuster may close some 960 stores.  Ouch.  That sounds as though there will be no stores left until you look further into it. SEC filings filed today disclose new credit pacts.  The company gave investors a glimpse of its plans.  If you can get past the headlines, the reaction was actually a positive one.
Read More »

Posted on: September 15, 2009 – 5:01 pm in Entertainment, Media, Retail, Turnarounds, , , , , , ,

Top Analyst Upgrades (MT, AVGO, CAH, EBAY, NFLX, NVS, STX, WDC, XRX)

These are this Tuesday morning’s top analyst upgrades and positive research calls that we have seen from Wall Street research with about two hours until the market opens:

ArcelorMittal (MT) Raised to Buy at Citigroup
Avago Tech (AVGO) Started as Buy at Deutsche Bank; started as Overweight at Barclays; started as Overweight at Morgan Stanley.
Cardinal Health (CAH) Raised to Buy at Goldman Sachs.
eBay (EBAY) Raised to Buy at UBS.
Netflix (NFLX) Started as Overweight at JPMorgan.
Novartis (NVS) Raised to Buy at Jefferies.
Seagate Tech (STX) Started as Buy at UBS.
Western Digital (WDC) Started as Buy at UBS.
Xerox (XRX) Raised to Overweight at Barclays.
Yahoo! (YHOO) Raised to Outperform at Bernstein.

You can join our open email distribution list which goes out several times per week for top analyst upgrades and downgrades, top day trader alerts, IPO’s, key secondary offerings, guru investor data on Buffett and others, mergers, and more.

JON C. OGG

Posted on: September 15, 2009 – 7:43 am in Analyst Calls, Trading Alert, , , , , , , , ,

YouTube Joins The Movie Rental Legions

youtubeGoogle’s (GOOG) YouTube may finally come up with a way to raise revenue. It streamed nine billion videos last month, but, by some estimates loses $300 million a year.

The quality of the video on YouTube is usually so low that advertisers don’t want to put their high-quality TV messages on the service. That leaves YouTube with limited options to make money. Read More »

Posted on: September 3, 2009 – 5:27 am in Entertainment, Internet, , , , , , , , ,

Too Much Credit For Big Tech Analyst Call (ATVI, AMZN, ERTS, IACI, GOOG, EBAY, NFLX, VCLK, YHOO)

money-stack-imageUBS made some key analyst initiations in the Internet and entertainment sector this morning.  As this is new coverage, they are not upgrades on a technical level.  These “Buy” ratings are also on a day where the market is back at near-term highs and during the week after we have a twelve consecutive day rally in the NASDAQ.  Today’s added strength this is helping is something that just seems too much based upon a new coverage call after the gains we have already seen in these stocks.   Below is a list of some of the stocks started as “Buy” and you will see the price targets as well.

  • Activision Blizzard (NASDAQ: ATVI)
  • Amazon.com Inc. (AMZN) up 2.3% at $86.30; price target was $105.00.
  • Electronic Arts (NASDAQ: ERTS) up 3.8% at $21.55; price target was $27.00.
  • IAC/Interactive (NASDAQ: IACI) up 3.3% at $18.60; price target was $21.00.
  • Google Inc. (GOOG) up over 3% at $450.20; price target was $525.00.

Read More »

Posted on: July 30, 2009 – 11:05 am in Analyst Calls, Internet, Technology Companies, , , , , , , , ,

Top 10 Analyst Upgrades and Downgrades (SCHW, HSY, LEAP, PCS, MSFT, NFLX, POT, PLD, RSH, SPWRA)

These are the top ten analyst upgrades and downgrades we have seen from Wall Street this Friday morning with about two hours until the market opens for trading:

Charles Schwab (SCHW) Cut to Hold at Citigroup.
Hershey Foods (HSY) Cut to Sell at Deutsche Bank, but was Raised to Neutral at Credit Suisse.
Leap Wireless International (LEAP) Started as Buy at SunTrust Robinson Humphrey.
MetroPCS (PCS) Started as Buy at SunTrust Robinson Humphrey.
Microsoft (MSFT) Cut to Market Perform at FBR.
Netflix (NFLX) Cut to Underperform at Oppenheimer.
Potash Corp. (POT) Cut to Neutral at JPMorgan.
ProLogis (PLD) Raised to Neutral at JPMorgan.
RadioShack (RSH) Raised to Outperform at RBC.
SunPower (SPWRA) Raised to Outperform at FBR.

JON C. OGG
JULY 24, 2009

Posted on: July 24, 2009 – 6:45 am in Analyst Calls, , , , , , , , , ,

Media Digest 7/24/2009 Reuters, WSJ, NYTimes, FT. Bloomberg

newspaperReuters: Microsoft’s (MSFT) results and forecast were weak.

Reuters:   CIT (CIT) may sell its aviation finance business.

Reuters:   Fatigue at the Fed is leading to questions about its expanded role.

Reuters:   Twitter will pitch add-on tools to businesses.

Reuters:   Vodafone (VOD) stuck to its full-year forecast.

Reuters:   Amex (AXP) and Capital One (COP) had large cars losses. Read More »

Posted on: July 24, 2009 – 2:54 am in Press Digest, , , , , , , , , , , , , ,

Media Digest 6/22/2009 Reuters, WSJ, NYTimes, FT, Bloomberg.

newspaperReuters:   Airlines are cutting back on first class seating.

Reuters:   Xstrata wants merger talks with mining rival Anglo American.

Reuters:   Employers are cutting 401 (K) plans.

Reuters:   Brand loyalty is being hurt by the recession.

Reuters:   The children of baby boomers may help the US housing market. Read More »

Posted on: June 22, 2009 – 2:55 am in Autos, Banking, Conglomerates, Drug companies, Emerging Markets, Housing, Mergers and Buy Outs, Oil & Gas, Press Digest, , , , , , , , , , , , , , , , ,

Top 10 Analyst Upgrades & Downgrades (AMAT, CMG, HGSI, IACI, JTX, NKE, NFLX, SYNA, TIN, UAUA)

These are ten of the top research calls from Wall Street’s analyst wave of daily upgrades, downgrades, and initiations this Friday morning:

  • Applied Materials (AMAT) Cut to Hold at Citigroup.
  • Chipotle Mexican Grill (CMG) Cut to Underperform at Oppenheimer.
  • Human Genome Science (HGSI) Cut to “Source of Funds” at ThinkEquity.
  • IAC/InterActive (IACI) Started as Outperform at Credit Suisse.
  • Jackson-Hewitt (JTX) Raised to Outperform at Oppenheimer.
  • Nike (NKE) Raised to Outperform at Baird.
  • Netflix (NFLX) Started as Underperform at Credit Suisse.
  • Synaptics (SYNA) Started as Buy at Jefferies.
  • Temple-Inland (TIN) Raised to Buy at Deutsche Bank.
  • UAL Corp. (UAUA) Cut to Underweight at JPMorgan.

Jon C. Ogg
June 5, 2009

Posted on: June 5, 2009 – 6:58 am in Analyst Calls, , , , , , , , , ,

NetFlix (NFLX) Flanks Its Competition Again

Water liliesNetFlix (NFLX) is making another move to keep it ahead of rivals including Amazon (AMZN) and Blockbusters. It will adding its video-on-demand service to the Microsoft (MSFT) Window Media software. According to CNET, “For Netflix, the partnership offers the Web’s No.1 video rental service the chance to reach scores of of Vista users.”

Although Vista sales have been disappointing for Microsoft, it is still the most-used PC operating system after Windows XP. NetFlix will now have the opportunity to market its video streaming services to millions of potential customers. Read More »

Posted on: May 20, 2009 – 5:10 am in Entertainment, Internet, , ,

Top Analyst Upgrades (AZN, BMR, ETR, MMM, NFLX, NVO, SWK)

These are some of the top pre-market analyst upgrades we have seen from Wall Street early this Monday morning:

AstraZeneca (AZN) Raised to Buy at UBS.
BioMed Realty Trust (BMR) Raised to Outperform at Oppenheimer.
Entergy (ETR) Raised to Buy at Jefferies.
3M (MMM) Raised to Equal-Weight at BVarclays.
Netflix (NFLX) Raised to Buy at Citigroup.
Novo Nordisk (NVO) Raised to Buy at Citigroup.
Stanley Works (SWK) Raised to Outperform at Baird.

JON C. OGG

Posted on: April 27, 2009 – 6:54 am in Analyst Calls, , , , , , ,

Media Digest 4/24/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

newspaper23According to Reuters, tech giants reported reasonable earnings for last quarter because of cost cutting and a resilience in a bad economy.

Reuters reports that Chrysler is still working on a deal with Fiat but is also preparing to file Chapter 11.

Reuters writes that the US pressured Bank of America (BAC) to close the Merrill deal.

Reuters writes that the G7 is touting economic hope but taking heat for its rescue of banks.

Reuters reports that Obama called for credit card reform. Read More »

Posted on: April 24, 2009 – 3:00 am in Earnings, Press Digest, , , , , , , , ,

Top 10 Analyst Upgrades/Downgrades (AMZN, BEBE, DYN, ENR, JNPR, JNJ, LVS, NFLX, PG, SKS)

These are the top ten analyst upgrades and downgrades we have seen from Wall Street this Monday morning:

Amazon.com (AMZN) Raised to Buy at Citigroup.
bebe Stores (BEBE) Raised to Outperform at FBR.
Dynegy (DYN) Cut to Hold at Jefferies.
Energizer (ENR) Cut to Sell at UBS.
Juniper Networks (JNPR) Cut to Perform at Oppenheimer.
Johnson & Johnson (JNJ) Raised to Outperform at Wachovia.
Las Vegas Sands (LVS) Raised to Overweight at JPMorgan.
Netflix (NFLX) Started as Buy at Merriman Curhan Ford.
Procter & Gamble (PG) Raised to Buy at Sun Trust Robinson Humphrey.
Saks (SKS) Raised to Overweight at JPMorgan.

Jon C. Ogg
April 20, 2009

Posted on: April 20, 2009 – 7:13 am in Analyst Calls, , , , , , , , , ,

Top Analyst Upgrades (ADBE, ALGT, AXP, DRIV, GMR, MSFT, NFLX, OMTR, CRM, SYMC)

These are some of the top analyst upgrades or positive initiations we have seen early this morning with about two hours until the open:

Adobe Systems (ADBE) Raised to Outperform at RBC.
Allegiant Travel (ALGT) Started as Overweight at Barclays.
American Express (AXP) Raised to Hold from Sell at Citigroup.
Digital River (DRIV) Raised to Outperform at RBC.
General Maritime (GMR) Raised to Overweight at JPMorgan.
Microsoft (MSFT) Raised to Outperform at RBC.
Netflix (NFLX) Started as Overweight at Thomas Weisel.
Omniture (OMTR) Raised to Outperform at RBC.
Salesforce.com (CRM) Raised to Outperform at RBC.
Symantec (SYMC) Raised to Outperform at RBC.

JON C. OGG

Posted on: April 7, 2009 – 6:52 am in Analyst Calls, , , , , , , , , ,