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Disney Shares Have Underperformed, Business Has Outperformed: Why Analysts Remain Bullish On House Of Mouse And Disney+ Growth
Thursday, August 11, 2022 - 5:43pm | 854The growth of Disney+ and the parks and resorts segment, as well as a new ad-supported plan, were among the topics that weighed on analysts after Walt Disney Co (NYSE: DIS) reported third-quarter financial results. Here’s what analysts were saying after the report....
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8 Netflix Analysts React To Q2 Earnings Beat, Subscriber Guidance, Ad-Supported Tier
Wednesday, July 20, 2022 - 4:19pm | 791Netflix, Inc. (NASDAQ: NFLX) shares gained 7.1% on Wednesday after the company reported better-than-expected subscriber losses in the second quarter and detailed plans to launch a new, low-cost, ad-supported subscription tier. On Tuesday, Netflix reported second-quarter adjusted EPS of $3.20,...
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7 Walt Disney Analysts React To Q2 Earnings Miss, Subscriber Beat, Ongoing Asia Weakness
Thursday, May 12, 2022 - 12:16pm | 716Walt Disney Co (NYSE: DIS) shares traded lower by 3.7% on Thursday after the company reported first-quarter earnings and said ongoing COVID-19 disruptions are weighing on its Asia theme park business. On Wednesday, Disney reported fiscal second-quarter adjusted EPS of $1.08 on revenue of $19.25...
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'Bringing Back The Magic': 4 Disney Analysts React To The Mouse's Q1 Beat
Thursday, February 10, 2022 - 1:15pm | 439Walt Disney Co (NYSE: DIS) shares were rallying Thursday after the company reported a big first-quarter earnings beat. Disney reported fiscal first-quarter adjusted EPS of $1.06 on $21.82 billion in revenue. Both numbers exceeded consensus analyst estimates of 63 cents and $20.91 billion,...
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6 Spotify Analysts Break Down Q4 Results As Stock Plunges: Are There Any Catalysts Ahead?
Thursday, February 3, 2022 - 5:05pm | 842Spotify Technology SA (NYSE: SPOT) shares are plunging after the music streaming service issued lackluster user growth guidance. The Spotify Analysts: BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating and a $352 price target on Spotify shares. Morgan Stanley analyst...
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Netflix Chills: Analysts React To Q4 Earnings Sell-Off, Which One Called 'Thesis-Shaking Results'
Friday, January 21, 2022 - 4:23pm | 562Netflix Inc (NASDAQ: NFLX) shares plummeted 20% on Friday after the company reported fourth-quarter earnings on Thursday afternoon and said streaming competition may impact its future growth. Netflix reported fourth-quarter adjusted EPS of $1.33, beating consensus analyst estimates of 82...
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Mark Tepper Recommends Buying Disney Shares At This Price, Says Omicron Presents Challenges
Wednesday, December 15, 2021 - 9:36am | 279On CNBC’s "Trading Nation," Mark Tepper of Strategic Wealth Partners said he preferred Netflix, Inc. (NASDAQ: NFLX) to Walt Disney Company (NYSE: DIS) back in April 2019 when Disney+ was announced, and continues to prefer the former. Disney quickly went from $116 to $...
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What Will It Take For Netflix To Continue Outperforming?
Thursday, December 9, 2021 - 5:24pm | 558Netflix Inc (NASDAQ: NFLX) has managed to stay afloat despite competition breathing down its neck. An analyst at Morgan Stanley dived deep into what is needed to continue driving outperformance forward. The Netflix Analyst: Benjamin Swinburne has an Overweight rating and $700 price...
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4 Disney Analysts Dissect The Mouse's Earnings
Thursday, November 11, 2021 - 2:31pm | 679Here’s what four analysts who cover Walt Disney Co (NYSE: DIS) had to say about the company’s fourth-quarter earnings, slower growth for Disney+ and what’s ahead for the media giant. The Disney Analysts: Morgan Stanley analyst Benjamin Swinburne has an Overweight rating and a...
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Sports, News And Tubi: 3 Analysts Debate Fox Corporation's Q1 Revenue Beat
Thursday, November 4, 2021 - 4:25pm | 441Strong advertising revenue, sports coverage and the streaming platform Tubi were among the highlights from Fox Corporation’s first-quarter financial results for analysts. The Fox Analysts: Morgan Stanley analyst Benjamin Swinburne has an Overweight rating on Fox Corporation (NASDAQ: FOX) (...
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Netflix Analysts Break Down Q3 Earnings: 'Solid Recovery With Large Content Launches Ahead'
Wednesday, October 20, 2021 - 2:15pm | 948Netflix Inc (NASDAQ: NFLX) shares traded lower Wednesday after the company reported a third-quarter earnings beat. Netflix reported third-quarter adjusted EPS of $3.19, beating consensus analyst estimates of $2.56. Third-quarter revenue was $7.48 billion, up 16.3% from a year ago and in-line with...
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Why Disney And Netflix Are This Analyst's Top Tech Stocks Right Now
Friday, August 20, 2021 - 1:25pm | 247Walt Disney Co (NYSE: DIS) and Netflix Inc (NASDAQ: NFLX) are Morgan Stanley's top two tech stocks for the second half of the year, analyst Benjamin Swinburne said Friday on CNBC's "TechCheck." The story for media stocks in 2021 has been an "unbelievably strong"...
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Disney+ Strong Beat, Theme Park Recovery Ahead Of Schedule: Analysts React To Q3 Earnings
Friday, August 13, 2021 - 1:30pm | 674Walt Disney Co (NYSE: DIS) reported third-quarter earnings and analysts have shared their thoughts and updated guidance. The Disney Analysts: Morgan Stanley analyst Benjamin Swinburne reiterates an Overweight rating and $210 price target. Wells Fargo analyst Steven Cahall has an Overweight rating...
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Roku Stock Pulls Back After Q2 Earnings: Has Streaming Growth Peaked?
Friday, August 6, 2021 - 12:52pm | 406It’s been a rough week for Roku Inc (NASDAQ: ROKU) investors, punctuated by a sharp drop in second-quarter streaming viewership. On Wednesday, Roku reported second-quarter adjusted EPS of 52 cents on revenue of $645 million. Both numbers exceeded consensus analyst estimates of 13 cents and $...
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Netflix Subscriber Growth, Content, Video Games Launch: 5 Analysts Weigh In
Wednesday, July 21, 2021 - 12:17pm | 856Netflix reported second-quarter earnings Tuesday night that saw the streaming platform gain 1.5 million subscribers and post revenue of $7.3 billion. Here’s how analysts are reacting to the company’s subscriber figure, content slate and first comments on video game launch. The Netflix...