John Janedis

The bullish case for Discovery Communications Inc. (NASDAQ: DISCA) can be made for multiple reasons that are being overlooked by the Street, according to Jefferies. The Analyst Jefferies' John Janedis upgraded Discovery from Hold to Buy with a price target lifted from $26 to $34. The Thesis The...

Madison Square Garden Co’s (NYSE: MSG) large collection of entertainment holdings is underappreciated by investors, according to Jefferies. Besides its namesake arena, the company counts the New York Rangers, New York Knicks, TAO Group and Radio City Music Hall among its assets. ...

Comcast Corporation (NASDAQ: CMCSA) is reportedly preparing an all-cash bid for Twenty-First Century Fox Inc Class A (NASDAQ: FOXA)’s entertainment assets, forcing Fox to choose between two powerful distributors. Whether it wants Walt Disney Co (NYSE: DIS) or Comcast remains irrelevant until...

Meredith Corporation (NYSE: MDP) will subsume Time Inc. (NYSE: TIME) for about $2.8 billion or $18.50 per share, and the deal has won Meredith a fresh endorsement.  The Rating Jefferies analyst John Janedis upgraded Meredith to Buy and raised the price target from $56 to $80. The Thesis...

Netflix, Inc. (NASDAQ: NFLX) shares surged 13.3 percent on Tuesday after the company reported blowout subscriber growth in Q2. A number of Wall Street analysts commented on the stock following the report. The stock closed Tuesday at a new all-time high of $183.60, up 13.5 percent on the day. Here...

Following Walt Disney Co (NYSE: DIS)'s fiscal second-quarter results, the sell-side sentiment was cautious near term. The media segment was pointed out as the Achilles' heel, as the ESPN subscriber erosion continued. That said, most analysts tout Disney as a 2018 story, expecting the company to...

Jefferies maintained a Hold rating and price target of $110 on shares of Walt Disney Co (NYSE: DIS) after the entertainment giant reported earnings for the second quarter. The outlook for Disney’s kingdom of parks and movies remains solid, but the company’s Virtual Multi-Channel Video...

With Netflix, Inc. (NASDAQ: NFLX) scheduled to report its first-quarter 2017 results after the close on April 17, analysts have been busy estimating how the company might have fared during the quarter. An article on the Motley Fool stating that interest in the quarterly numbers appears to have...

Following a survey of consumers in Germany and India, to estimate the opportunity for Netflix, Inc. (NASDAQ: NFLX) in these two key markets, Jefferies’ John Janedis reported that the growth opportunity appeared to be larger than expected, “as original content is performing well, mobile...

Wall Street is getting more bullish on Netflix, Inc. (NASDAQ: NFLX), with the stock recently getting a recent upgrade from UBS to Buy from Neutral. UBS Upgrade Analyst Doug Mitchelson sees upside to the company’s first-quarter subscriber guidance given momentum in Europe and LatAm, and modest...

Jefferies stayed at Underperform on Netflix, Inc. (NASDAQ: NFLX) despite the stellar fourth-quarter results. Strong International Subscriber Growth Analyst John Janedis noted that the company's subscriber growth of 7.05 million was way ahead of his estimates, with international markets...

Following a conference hosted by MDC Partners Inc (NASDAQ: MDCA)'s management to announce the agreement to settle with the SEC in an ongoing investigation, Jefferies also mentioned three other takeaways from the meeting. Besides Settlement, 3 Takeaways Enumerating the takeaways, analyst John...

At a time when the market is cheering Netflix, Inc. (NASDAQ: NFLX)'s results, Jefferies maintains its Underperform rating, as it sees only a moderate growth ahead. Netflix's Q3 The comments came after Netflix’ better-than-expected international subscription growth led to a strong third-...

While several local broadcasters have commented that political spend has been lighter than anticipated, Jefferies’ John Janedis pointed out that the core trends for Walt Disney Co (NYSE: DIS) have been pacing below expectations. Janedis maintained a Hold rating on the company, with a...