Netflix's subscribers, TSMC, Tesla upside - what's moving markets
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StreetInsider.com Top Tickers, 7/6/2026
Argus on ASML Inc. (ASML): 'Remaining cautious on 2024'
April 22, 2024 1:20 PM EDTArgus analyst Jim Kelleher reiterated a Buy rating and $1,000.00 price target on ASML Inc. (NASDAQ: ASML).
The analyst comments "Remaining cautious on 2024. ASMLS ADSs dropped 7% in a down market on 4/17/24 after the company topped 1Q24 consensus EPS expectations but experienced weaker bookings, including for... More
Apple (AAPL) ordered to remove certain messaging apps by China - WSJ
April 19, 2024 12:16 PM EDTChina has reportedly ordered Apple (NASDAQ: AAPL) to remove certain chat messaging apps from its app store in the country, according to The Wall Street Journal.
The App Store in China has removed Meta Platforms' (NASDAQ:... More
Netflix (NFLX) PT Raised to $505 at MoffettNathanson
April 19, 2024 7:22 AM EDTMoffettNathanson analyst Michael Nathanson raised the price target on Netflix (NASDAQ: NFLX) to $505.00 (from $500.00) while maintaining a Neutral rating.
The analyst comments "In the pre-streaming age, media companies were bounded by the linear-ness of linear TV. Each network, in only being able to show... More
KeyCorp (KEY) PT Raised to $16 at RBC Capital
April 19, 2024 6:47 AM EDTRBC Capital analyst Gerard Cassidy raised the price target on KeyCorp (NYSE: KEY) to $16.00 (from $15.00) while maintaining a Outperform rating.
The analyst comments "We believe the company's net interest margin (NIM) bottomed in 3Q23 and 1Q24 should be the low point... More
Barclays on Netflix (NFLX): 'Narrative shifting to a more conventional media story arc'
April 19, 2024 6:40 AM EDTBarclays analyst Kannan Venkateshwar reiterated an Equalweight rating and $550.00 price target on Netflix (NASDAQ: NFLX)
The analyst comments "Sub growth remains strong: As was widely expected already, Netflixs subscriber growth came in strong at 9.3mm, one of the best Q1s ever outside of Covid impacted periods as paid sharing driven momentum continued into the quarter. The companys performance in the UCAN region, its most mature market, continues to be the standout with... More
Netflix (NFLX) PT Lowered to $540 at Rosenblatt
April 19, 2024 6:33 AM EDTRosenblatt analyst Barton Crockett lowered the price target on Netflix (NASDAQ: NFLX) to $540.00 (from $554.00) while maintaining a Neutral rating.
The analyst comments "Netflix's 1Q24 featured strength -- adding substantially more members than expected, accelerating revenue growth and beating margin guidance. But the... More
Alaska Air (ALK) PT Raised to $56 at BofA Securities
April 19, 2024 6:01 AM EDTBofA Securities analyst Andrew Didora raised the price target on Alaska Air (NYSE: ALK) to $56.00 (from $50.00) while maintaining a Buy rating.
The analyst comments "ALK guided 2Q24 EPS of $2.20-$2.40, a solid outlook compared to our initial $2.23 forecast and the Streets $2.16 estimate as... More
Netflix (NFLX) PT Raised to $726 at Wells Fargo, 'Our '25 EPS of $25 is +17% vs Street'
April 19, 2024 5:56 AM EDTWells Fargo analyst Steven Cahall raised the price target on Netflix (NASDAQ: NFLX) to $726.00 (from $650.00) while maintaining a Overweight rating.
The analyst comments "We think NFLX has significant op leverage and margin discretion, underpinned by strong rev growth. Upward revisions are the... More
Oppenheimer on Netflix (NFLX): 'We expect increased investor support...'
April 19, 2024 5:02 AM EDTOppenheimer analyst Jason Helfstein reiterated an Outperform rating and $725.00 price target on Netflix (NASDAQ: NFLX)
The analyst ocmments "We expect increased investor support as Paid Sharing proving longer duration subscriber tailwind through 24, with advertising/price increases in 25; reiterating Outperform and $725 target.... More
Citi Stays Sidelined on Netflix (NFLX), Sees Downside Pressure Potential from Investors re: reduced disclosures
April 19, 2024 4:55 AM EDTCiti analyst Jason Bazinet reiterated a Neutral rating and $660.00 price target on Netflix (NASDAQ: NFLX)
The analyst comments "NFLX reported 1Q24 revenue 1% above the Street and operating income that was 9% above the consensus. In addition, Netflix reported 9.3 million net adds during the quarter,... More
BMO Capital on Netflix (NFLX): 'Thesis Intact'
April 19, 2024 4:50 AM EDTBMO Capital analyst Brian J. Pitz reiterated an Outperform rating and $713.00 price target on Netflix (NASDAQ: NFLX)
The analyst comments "Thesis intact; reiterate OP given: 1) higher-than-expected member growth of 9.3M vs. BMO 6.2M/Street at 4.8M w/ continued growth for 2024+ given ongoing paid... More
Goldman Sachs First Take on Netflix (NFLX): 'We expect the market to have a muted reaction'
April 18, 2024 4:40 PM EDTGoldman Sachs analyst Eric Sheridan reiterated a Neutral rating and $600.00 price target on Netflix (NASDAQ: NFLX).
The analyst comments "We expect the market to have a muted reaction to Netflixs Q1 24 earnings report on the back of strong Q1 results (slight upside vs. expectations on revenue; net additions of 9.3m which were above GSe/ FactSet Street but ~inline with... More
Evercore ISI Positive on Alaska Air (ALK): 'Upbeat Tone on Corporate & Backdrop'
April 18, 2024 4:37 PM EDTEvercore ISI analyst Duane Pfennigwerth reiterated an Outperform rating and $65.00 price target on Alaska Air (NYSE: ALK)
The analyst comments "Alaska forward tone/ outlook remains constructive as significant impact in 1Q from MAX 9 grounding gets more distant in rear-view mirror. Company... More
Equifax (EFX) PT Raised to $240 at Morgan Stanley
April 18, 2024 4:13 PM EDTMorgan Stanley analyst Toni Kaplan raised the price target on Equifax (NYSE: EFX) to $240.00 (from $225.00) while maintaining a Equalweight rating.
The analyst comments "We are updating our model to incorporate more granular subsegment sub-components. For the EWS Verification sub-segment, we now model mortgage,... More
Morgan Stanley Out Positive on Top Pick TSM (2330:TT) (TSM): 'We believe TSMC will pass through additional costs to customers'
April 18, 2024 9:58 AM EDTMorgan Stanley analyst Charlie Chan reiterated an Overweight rating and NT$860.00 price target on Taiwan Semiconductor Manufacturing Co. Ltd. (2330:TT) (NYSE: TSM).
The analyst comments "We believe TSMC will pass through additional costs to customers, given its value added offering of global manufacturing... More
Las Vegas Sands (LVS) PT Raised to $61 at CFRA
April 18, 2024 8:36 AM EDTCFRA analyst Zachary Warring raised the price target on Las Vegas Sands (NYSE: LVS) to $61.00 (from $60.00) while maintaining a Buy rating.
The analyst comments "We raise our 12-month price target by $1 to $61, based on 14.0x our 2024 adjusted EBITDA estimate and in line with... More
Chip stocks, including Nvidia, 'have ways to go to the downside' - Lynx
April 18, 2024 8:26 AM EDTIn a Thursday note to clients, a Lynx Equity Strategies analyst said the firm believes semiconductor chip stocks, including NVIDIA (NASDAQ: NVDA), "have ways to go to the downside."
Netflix (NFLX) stock is overvalued says Benchmark, sees nearly 30% downside risk
April 18, 2024 8:03 AM EDTNetflix (NASDAQ: NFLX) stock is overvalued. That's the opinion of analysts at Benchmark, who maintained a Sell rating and $440 price target on the streaming giant's shares in a note Thursday, heading into the company's earnings release.
The firm feels that Netflix's current valuation... More
Las Vegas Sands (LVS) PT Lowered to $60 at Wells Fargo
April 18, 2024 5:34 AM EDTWells Fargo analyst Daniel Politzer lowered the price target on Las Vegas Sands (NYSE: LVS) to $60.00 (from $62.00) while maintaining a Overweight rating.
The analyst comments "Thoughts here. LVS is revamping its properties at a time when the Macau GGR recovery is... More
Las Vegas Sands (LVS) PT Lowered to $62 at Deutsche Bank
April 18, 2024 5:07 AM EDTDeutsche Bank analyst Carlo Santarelli lowered the price target on Las Vegas Sands (NYSE: LVS) to $62.00 (from $66.00) while maintaining a Buy rating.
The analyst comments "Tonight, post close, LVS reported 1Q24 property EBITDA results, which, on a holdadjusted basis, were below our forecasts, as well as Consensus... More
