Pivotal Research

Ahead of first-quarter results from video-centric media conglomerates, Pivotal Research said the key issues will relate to over-the-top content consumption and distribution, the consequences of distributor consolidation, compressing margins due to high programming costs and tepid ad spend from...

Pre-open movers U.S. stock futures traded lower in early pre-market trade. Data on initial jobless claims for the latest week and import prices for December will be released at 8:30 a.m. ET. Chicago Fed President Charles Evans is set to speak in Naples, Fla. at 8:30 a.m. ET, while Philadelphia...

Investors of Tyson Foods, Inc. (NYSE: TSN) have got a lot on their plate with the company’s below par earnings, weak FY 2017 guidance and CEO Donnie Smith stepping down in a mere 40 days. Quarter, In Review Following are the key highlights from Tyson’s quarterly results: Tyson Foods...

  Pre-open movers U.S. stock futures traded lower in early pre-market trade. The University of Michigan's consumer sentiment index for November is schedule for release at 10:00 a.m. ET. Federal Reserve Vice Chairman Stanley Fischer is set to speak at the Annual Conference of the...

Pivotal Research has downgraded Yahoo! Inc. (NASDAQ: YHOO) to Hold from Buy on valuation, while maintaining Buy ratings on Google-parent Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and Facebook Inc (NASDAQ: FB). "[W]e are downgrading Yahoo from Buy to Hold at this time despite a stable price target...

Pivotal Research analyst Tim Ramey, who has a Buy rating on Herbalife Ltd. (NYSE: HLF) shares, maintains that the company would have injunction or consent decree as part of its potential settlement with FTC. "We clearly are moving forward to something …it could be litigation we can take that off...

Pivotal’s Brian Wieser believes Walt Disney Co (NYSE: DIS) investors are pricing in several concerns, especially associated with the slowing of subscriber growth for ESPN, although there were also several reasons for optimism too. Wieser upgraded the rating on the company from Hold to Buy...

Pershing Square could be under an SEC investigation for alleged stock manipulation. The investigation may stem from the hedge fund's short thesis in Herbalife Ltd. (NYSE: HLF). Tim Ramey of Pivotal Research believes an SEC investigation began at some point between July 7 and September 15....

Shares of Herbalife Ltd. (NYSE: HLF) traded higher on Tuesday despite a letter from Pershing Square comparing the company to Vemma Nutrition. Vemma Nutrition was shut down by the FTC for operating a pyramid scheme late last month. Pivotal Research's Tim Ramey told Benzinga that Ackman...

Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) is scheduled to report its second quarter results after Thursday's close. Estimize, the crowd-sourcing earnings and economic platform, is predicting Google will earn $6.77 per share in the second quarter (based on 126 estimates) on revenue of $14....