S&P 500 ends unchanged; more carnage in oil stocks

Nomura Securities Raises PT on Netflix (NFLX) as International Subs Offset US Weakness

Nomura Securities reiterated a Buy rating on Netflix (NASDAQ: NFLX), and raised the price target to $130.00 (from $125.00), following the company's 4Q earnings report. Netflix is pleased with the initial membership growth in Japan, Spain, Portugal, and Italy, as both paid and non-paid sub growth were... More

UBS Says Bank of America (BAC) Weakness is Due to Energy Exposure Concerns - Cuts PT to $18

UBS maintained a Buy rating on Bank of America (NYSE: BAC), and cut the price target to $18.00 (from $20.00), as shares underperform following 4Q earnings. UBS says that the weakness is due to concerns around the company's energy exposure, specifically its "higher risk" subsectors. Management remains confident that core expenses will run just under $13 billion per quarter in a... More

Jefferies Raised Price Target on UnitedHealth Group (UNH) to $136 Following 4Q

Jefferies reiterated a Buy rating on UnitedHealth Group (NYSE: UNH), and raised the price target to $136.00 (from $135.00), following the company's 4Q earnings report. The company met 2015 guidance and maintained its 2016 range while absorbing higher 4Q15 reserves and a 6c ACA fee timing headwind in 2016.... More

Needham & Company Reiterates Buy as Content Drives Value at Netflix (NFLX)

Needham & Company reiterated a Buy rating and $125.00 price target on Netflix (NASDAQ: NFLX) following the company's 4Q earnings report. Most of the discussion on the earnings call revolved around NFLXs content strategy. NFLX said that it would spend about $5B on content, allocated $4B to the US and $1B offshore, in 2016.

Analyst Laura Martin commented, "Most of the discussion on the earnings... More

Sterne Agee CRT Remains Sidelined on Netflix (NFLX) Following a Mixed 4Q

Sterne Agee CRT reiterated a Neutral rating on Netflix (NASDAQ: NFLX) following the company's 4Q earnings report. NFLX reported 4Q revenue of $1.823B and EPS of $0.10 vs. consensus of $1.826B and $0.02 respectively. While the domestic market is slowing, international subscriber trends are accelerating... More

BMO Capital Remains Sidelined on Netflix (NFLX) as U.S. Market Slows

BMO Capital reiterated a Market Perform rating and $115.00 price target on Netflix (NASDAQ: NFLX) following the company's 4Q earnings report. Although sub growth in the US is inevitably slowing, BMO continues to have confidence in the march towards managements long-term target of 60-90... More

Piper Jaffray Remains Bullish on UnitedHealth Group (UNH) as Optum Drives Value

Piper Jaffray maintained an Overweight rating on UnitedHealth Group (NYSE: UNH), and cut the price target to $142.00 (from $149.00). Optum exceeded expectations on a standalone basis. On a stand-alone basis, Optum saw 13% organic revenue growth, 20% backlog growth, and was 32% of total operating income. In 2016 we... More

FBR Capital Remains Bullish as Bank of America's (BAC) 4Q was Weighted by U.K. Tax Charges

FBR Capital reiterated an Outperform rating and $20.00 price target on Bank of America (NYSE: BAC) following the company's 4Q earnings report. BAC's results were weighed on by U.K. tax charges, FAS 91, and ongoing litigation costs. Reported GAAP EPS of $0.28 and estimated... More

Mizuho Securities Remains Neutral as Netflix (NFLX) 4Q Shows Slowing U.S. Market

Mizuho Securities reiterated a Neutral rating on Netflix (NASDAQ: NFLX), and raised the price target to $120.00 (from $115.00), following the company's 4Q earnings report. revenue of $1.8b was in line with Street expectations, while EPS of $0.10 came in higher than consensus at $0.02... More

FBR Capital Reiterates Outperform on UnitedHealth Group (UNH) Following 4Q Results

FBR Capital reiterated an Outperform rating and $130.00 price target on UnitedHealth Group (NYSE: UNH) following the company's 4Q earnings report. UnitedHealth Group reported slightly better than expected results, with an adjusted EPS at $1.40. FBR says that the company continues to see challenges in its... More

Mizuho Securities Remains Bullish on Tiffany & Co. (TIF) Despite Weak Holiday Sales - PT to $75

Mizuho Securities maintained a Buy rating on Tiffany & Co. (NYSE: TIF), and cut the price target to $75.00 (from $90.00), following "softer-than-expected" Holiday sales. TIF reported total Nov and Dec sales of $961mm which reflects (6)% Y/Y decline in USD. Mizuho says that the pullback... More