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UBS Downgrades CBS, Says Long-Term Headwinds Could Follow Moonves Exit
Tuesday, September 11, 2018 - 12:26pm | 428CBS Corporation (NYSE: CBS) CEO Les Moonves' departure could be followed by long period of limited upside, according to UBS. The Analyst UBS analyst John Hodulik downgraded CBS from Buy to Neutral and lowered the price target from $72 to $60. The Thesis Moonves' exit creates...
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UBS Telecom Analyst Talks AT&T's Q2
Wednesday, July 25, 2018 - 10:04am | 477AT&T Inc. (NYSE: T) reported second-quarter results Tuesday that came in as expected, but digging beyond the headline numbers reveals some concerning metrics, UBS telecom and media analyst John Hodulik said. The Analyst Hodulik discussed AT&T's earnings as a guest on CNBC...
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How To Trade The Pending AT&T-Time Warner Deal Court Ruling
Thursday, June 7, 2018 - 2:51pm | 697The U.S. District Court in Washington is set to rule on the AT&T Inc. (NYSE: T)–Time Warner Inc (NYSE: TWX) merger on June 12. In anticipation, UBS analyst John Hodulik came out with a note predicting how stocks might move based on the ruling. If The Deal Goes Through... Then investors...
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3 Other M&A Deals The DoJ's AT&T-Time Warner Lawsuit Could Impact
Tuesday, November 21, 2017 - 5:14pm | 495The Department of Justice (DoJ) is filing suit to block AT&T Inc. (NYSE: T)'s purchase of Time Warner Inc (NYSE: TWX). The Analyst UBS' John Hodulik. The Lawsuit If the DoJ succeeds in blocking the deal, it will be the first vertical merger blocked in decades, Hodulik said. (See...
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Once Again, Parks Are The Happiest Places In Disney's Quarter
Friday, November 10, 2017 - 2:48pm | 380Walt Disney Co (NYSE: DIS) reported Thursday its fiscal fourth-quarter earnings in which all segments showed signs of weakness except for its Parks unit. The Analyst UBS analyst John Hodulik. The Rating Hodulik maintains a Buy rating on Disney's stock with an unchanged $122 price target....
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What Wall Streets Thinks Of The Canceled Sprint-T-Mobile Deal
Monday, November 6, 2017 - 4:34pm | 845Shares of Sprint Corp (NYSE: S) lost more than 12 percent Monday morning and hit a new 52-week low of $5.72 after it was confirmed that ongoing merger talks with T-Mobile US Inc (NASDAQ: TMUS) ended with no agreement reached. Here's how some of Wall Street's notable analysts reacted:...
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A Preview Of Next Week's Blue-Chip Earnings
Sunday, October 22, 2017 - 7:44pm | 1413The earnings season is picking up momentum next week, with several widely followed and high-profile companies lined up to release their quarterly results. Here is a brief on companies due to report and what to expect from each. 1. General Motors Date of reporting: Oct. 24. Consensus: EPS: $1...
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What Would A T-Mobile-Sprint, All-Stock Merger Look Like, And Is It Likely?
Thursday, October 5, 2017 - 2:16pm | 463A potential merger between T-Mobile US Inc (NASDAQ: TMUS) and Sprint Corp (NYSE: S) appears to be progressing, but the final outcome remains unclear at this point. An eventual merger between the two telecom companies would create "meaningful" synergies but may take several years to...
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Sprint's Q1: Not As Bad As Expected
Tuesday, August 1, 2017 - 11:52am | 327Sprint Corp (NYSE: S) shares were seen surging Tuesday after the company posted an earnings beat and delivered a quarterly profit for the first time in three years. Sprint CEO Marcelo Claure also spoke on the merger talks that have surrounding the company for some time, saying that merger talks...
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T-Mobile Hints At The Possibility Of A Dividend If M&A Doesn't Manifest
Thursday, July 20, 2017 - 12:08pm | 505UBS analyst John Hodulik maintains his Buy rating on shares of T-Mobile US Inc (NASDAQ: TMUS) and $80 price target following strong second-quarter earnings results. The company posted $10.2 billion in sales, significantly beating the Street’s estimated $9.81 billion. EPS came in a $0.67....
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UBS Sees T-Mobile's New Initiatives Helping Lower Churn, Sustain Subscriber Momentum
Tuesday, June 7, 2016 - 3:42pm | 254UBS maintained its Buy rating on T-Mobile US Inc (NASDAQ: TMUS), saying that initiatives announced on its Un-carrier event will help lower churn and sustain the company's subscriber momentum. T-Mobile introduced three new offerings: 1) "TMobile Tuesdays", a new app offering free...
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UBS: We Still Love Cable, Buy Comcast And Charter
Tuesday, April 14, 2015 - 11:12am | 359In a report published Tuesday, UBS analyst John Hodulik commented that traditional video subscriptions will continue to decline as new Over-the-Top Content (OTT) options proliferate. According to Hodulik, the first wave of OTT video services were merely complements to a traditional pay TV...
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Gogo Trades Lower As Analysts Dissect Future Prospects
Tuesday, August 12, 2014 - 1:07pm | 700Gogo (NASDAQ: GOGO) on Monday reported its second quarter results. The company lost $0.22 per share, a penny better than analysts expected while revenue of $99.50 million came in $0.1 million better than expected. Net loss for the quarter improved to $18.7 million from $72.6 million a year ago...
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UPDATE: UBS Upgrades Gogo, Emphasizes 'Attractive Play' In Wireless Data
Monday, May 19, 2014 - 11:14am | 188In a report published Monday, UBS analyst John Hodulik upgraded Gogo (NASDAQ: GOGO) from Neutral to Buy and lowered the price target from $26.00 to $23.00 following first quarter results. Gogo's first quarter revenue and margins beat UBS's outlook, causing the analyst to reevaluate estimates....
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Analysts Weigh In on Gogo After AT&T Announces Intent to Enter In-Flight Service Connectivity
Tuesday, April 29, 2014 - 3:12pm | 336A number of analysts issued their take on Gogo (NASDAQ: GOGO) after AT&T (NYSE: T) announced on Monday that it intends to enter the in-flight connectivity market by the end of 2015. A more in depth look into AT&T's announcement can be found on the Benzinga News page. Despite a decrease...