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Top related persons:
Peter Supino - 7 Wolfe - 4 Supino - 2 — CNBC's Michael Bloom - 2 Spencer Neumann - 1 — Michael Bloom - 1 Joshua Spector - 1 Morgan Stanley - 1
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Wolfe Research - 6 Netflix - 3 CNBC - 2 Mobile - 2 CY23E - 1 UBS - 1 Investor - 1 Fitch - 1

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14 mentions found


☆ Wolfe Research downgrades Netflix, says streaming giant's growth forecasts raise concerns
  + stars: | 2023-10-13 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Netflix 's valuation may not be able to withstand falling growth expectations, according to Wolfe Research. Analyst Peter Supino downgraded the streaming service to peer perform from outperform. However, he said he has growing concerns about the company's 2024-2025 growth forecasts. "If future growth falls short, we doubt that NFLX's 50% P/E and 70% EV/EBITDA premium to the S & P would hold up," Supino said in a Friday note. "At today's valuation, Netflix needs to show a virtuous cycle of content, engagement, subs & pricing for shares to appreciate.
Persons: Peter Supino, Supino, Spencer Neumann, — Michael Bloom Organizations: Netflix, Wolfe Research, CY23E
☆ Wolf Research downgrades Netflix amid rising growth concerns
  + stars: | 2023-10-13 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWolf Research downgrades Netflix amid rising growth concernsPeter Supino, media and telecom analyst at Wolfe Research, joins 'Power Lunch' to discuss Wolfe's downgrade of Netflix and its declining shares following the call.
Persons: Peter Supino Organizations: Netflix, Wolfe Research
☆ Morgan Stanley and this packaging stock are among the most oversold in the S&P 500
  + stars: | 2023-08-19 | by ( Alex Harring Fred Imbert | Alex Harring | Fred Imbert | ) www.cnbc.com   time to read: +3 min
Sealed Air has had a rough few weeks, with the stock down nearly 24% since the start of August. But the average price target implies shares could rally more than 31%, offering another reason to believe a bounce is on the horizon. Slightly more than half of analysts rate the stock a buy, with an average price target implying an upside of nearly 14%. Here's the full list: On the other hand, Charter Communications was the most overbought stock with an RSI of 81.57. The average price target implies shares could gain another 13.5% over the next year.
Persons: Joshua Spector, Morgan Stanley, downgrades, Wolfe, Peter Supino, Amgen, Michael Bloom Organizations: UBS, Investor, Fitch, Communications, Dow Jones Locations: U.S
☆ The 'Barbenheimer' box office success can help a range of stocks, analysts say. Here are some of them
  + stars: | 2023-07-24 | by ( Alex Harring | ) www.cnbc.com   time to read: +6 min
The opening weekend success of Warner Bros. Warner Bros. Discovery, Comcast and Paramount in 2023 Wolfe Research managing director Peter Supino said Warner Bros. Given the box office numbers, Nispel said the weekend will likely be positive for Warner Bros. B. Riley's Eric Wold noted IMAX screens were able to "completely dominate" this weekend for "Oppenheimer" showings.
Persons: Oppenheimer, Rosenblatt, Steve Frankel, WBD, Peter Supino, Brandon Nispel, Nispel, Barbie, Gordon Haskett, Don Bilson, They're, Roth, David Bellinger, Bellinger, it's, Eric Wold, It's, Wold, Alicia Reese, — CNBC's Michael Bloom, NBCUniversal Organizations: Warner Bros, Discovery, Universal, Comcast, Paramount, Wolfe Research, Mattel, Hollywood, MAT, AMC Entertainment, AMC, CNBC Locations: Delaware, NBCUniversal
☆ Wolfe: Netflix's password crackdown and ad-tier will be a key focus for earnings this quarter
  + stars: | 2023-07-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWolfe: Netflix's password crackdown and ad-tier will be a key focus for earnings this quarterPeter Supino, Senior Analyst at Wolfe Research, discusses his expectations for Netflix Q2 earnings.
Persons: Wolfe, Peter Supino Organizations: Wolfe Research, Netflix
☆ The S&P 500 is breaking out. Here are Wall Street's favorite names to lead the next leg higher
  + stars: | 2023-06-13 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
The S & P 500 has continued its ascent, already exceeding many Wall Street expectations for its annual gain even though we're only half way into the year. .SPX 5Y mountain The S & P 500 And this is happening just shy of the half-year point for 2023, meaning there's lots of time left for future market moves. Given the potential for further upside, CNBC Pro compiled names whose individual gains could help the market move another leg higher. Shares have risen around 7% this year, which is a relatively modest advance compared with the S & P 500's 13% gain. About two-thirds of analysts rate Zoetis a buy.
Persons: we're, Wolfe, Peter Supino, that's, Fred Imbert Organizations: CNBC, Mobile, Wolfe Research, Disney Locations: FactSet, U.S
☆ Wolfe says T-Mobile can rally more than 25% following recent selloff
  + stars: | 2023-06-08 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Wolfe Research has once again turned bullish on T-Mobile following a recent bout of underperformance. The stock has fallen 9.6% so far this year, an underperformance that has made Supino optimistic that the stock will have upside. That's because of the 4% or more organic postpaid service revenue growth expected through 2024 and positive current-quarter guidance on postpaid phone net adds despite decelerations elsewhere. T-Mobile should be able to continue getting the bulk of Big-3 net adds given its under-index to small markets, he said. And Supino said the company should feel the last tailwinds from churn reducing among Sprint subscribers after it merged with T-Mobile.
Persons: Wolfe, Peter Supino, there's, Supino, — CNBC's Michael Bloom Organizations: Wolfe Research, Mobile, Sprint
☆ Warner Bros. Discovery is leading the change in the industry, says Wolfe's Peter Supino
  + stars: | 2023-04-18 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWarner Bros. Discovery is leading the change in the industry, says Wolfe's Peter SupinoPeter Supino, Wolfe Research, joins 'Closing Bell' to discuss Netflix ahead of the company reporting earnings.
☆ Warner Bros Discovery's shares fall as ad market recovery looks uncertain
  + stars: | 2023-02-24 | by ( Samrhitha A Chavi Mehta | Samrhitha A | Chavi Mehta | ) www.reuters.com   time to read: +2 min
Feb 24 (Reuters) - Warner Bros Discovery's (WBD.O) shares fell on Friday as Wall Street sees more pain for the media giant that posted more than $2 billion in fourth-quarter losses and cut annual profit forecast as ad market weakness persists. The uncertainty of an ad market recovery in the current market condition, with a potential recession looming, is hounding large media and tech firms such as Paramount Global (PARA.O) and Google-parent Alphabet Inc (GOOGL.O) alike. "The biggest unknown continues to be in the ad sales environment," Gunnar Wiedenfels, chief financial officer of Warner Bros Discovery said. This implies a range of $11 billion to $11.5 billion, below its previous target of $12 billion. The company reported a wider-than-expected loss of 86 cents per share in the quarter due to restructuring charges related to its merger joining Discovery Inc and AT&T (T.N) spin-off Warner Media.
☆ Wolfe Research downgrades WWE, says resistance to Vince Mahon's return could mean trouble ahead
  + stars: | 2023-01-31 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Investors hoping the recent leadership shakeup at WWE would be a knock-out may instead find themselves getting body slammed, Wolfe Research warned. "Stephanie McMahon's resignation and the Board's formal resistance to Vince's return indicate serious stress," Supino said in a Monday note to clients. Before coming into the co-CEO role, Stephanie left her position as chief brand officer to focus on family. There's also risk associated with Vince's return, he said, pointing to the potential for a ratings collapse due to fans disapproving of him. Supino said Vince's return could also aid competitors AEW and UFC as the companies try to poach talent.
☆ Wolfe Research says WWE shares could rally 30% following Vince McMahon's return
  + stars: | 2023-01-31 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Wolfe Research reiterated WWE as outperform, noting that the return of Vince McMahon could jolt the company's TV rights renewal process. Earlier, Wolfe Research published a note downgrading WWE shares in error. Stephanie McMahon resigned earlier this month from her role as co-CEO and chairwoman following the unanimous election of her father, Vince, as company's executive chairman. "We think there's more game theory to Vince's return than what meets the eye," Supino said in the correct note to clients. Supino said Vince's return could give a "shot in the arm" to the 2025 TV rights renewal process and his willingness to sell could drive up prices for the rights.
☆ Netflix's subscriber growth signals better times ahead, but some analysts say it's still too early to buy
  + stars: | 2023-01-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Netflix 's strong fourth-quarter subscriber growth and solid content slate may signal the start of better times for the streaming stock, but it may be too early to buy up shares, according to some Wall Street analysts. Netflix reported 7.66 million adds, compared to 4.57 million subscribers expected by StreetAccount estimates. Analysts view the company's new advertising tier and its content slate as key to Netflix's financial performance in the months ahead. Since reporting second-quarter earnings results, Netflix shares have risen more than 46%. On the leadership front, Supino and analysts view the CEO transition as a positive for the company.
☆ The Disney CFO Who Raised Concerns About Bob Chapek Has Respect on the Street
  + stars: | 2022-11-25 | by ( Nina Trentmann | Mark Maurer | ) www.wsj.com   time to read: +6 min
Christine McCarthy, Walt Disney Co. ’s longtime finance chief, took an unusual step when she expressed a lack of confidence in the chief executive to directors of the entertainment giant. But Ms. McCarthy had raised concerns to Disney directors, The Wall Street Journal reported earlier this week. Newsletter Sign-up WSJ | CFO Journal The Morning Ledger provides daily news and insights on corporate finance from the CFO Journal team. Following the leadership shake-up, Disney faces a challenge to regain trust from the street and Ms. McCarthy needs to realign with her old and new chief executive Mr. Iger, analysts said. Age 67, Ms. McCarthy is likely to stay on while Mr. Iger reviews Disney’s strategy and searches for another successor to himself, analysts said.
☆ Why analysts say Netflix's third-quarter results signal the start of a 'narrative defining period'
  + stars: | 2022-10-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Netflix 's subscriber turnaround in the third quarter signaled to many that the streaming giant's troubles are behind it. But some analysts warn the company isn't out of the woods just yet and the stock is entering a defining period. The streaming giant on Tuesday reported subscriber growth of roughly 2.4 million, topping expectations set by analysts, after back-to-back quarters of subscriber losses. That said, Morgan Stanley's Benjamin Swinburne wrote in a note to clients that the stock is overstating Netflix's outlook ahead. But without a boost in the pace of streaming growth, he sees difficulty for Netflix to surpass 10% growth in the foreseeable future.
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