DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Benjamin Swinburne"


9 mentions found


☆ Here's what analysts think about Netflix's CEO change
  + stars: | 2023-01-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Reed Hastings' departure as co-CEO does little to change how analysts view Netflix , or the company's ability to accomplish its long-term strategies, analysts say. The streaming giant announced Thursday that founder Reed Hastings would give up his role after more than two decades and serve as executive chairman. The move came along with quarterly results that fell short of earnings estimates but showed subscriber numbers that far surpassed expectations . "The company's focus, in our view, has always been an underappreciated differentiator and we expect that focus to remain under new leadership." Despite the title change and a step back from day-to-day operations, analysts anticipate that Hastings will continue to be involved in longer-term decision-making.
☆ It's important to consider how currency impacts Netflix revenues, says Morgan Stanley's Swinburne
  + stars: | 2023-01-19 | 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 EmailIt's important to consider how currency impacts Netflix revenues, says Morgan Stanley's SwinburneBenjamin Swinburne, Morgan Stanley managing director and head of U.S. media research, joins 'The Exchange' to discuss profits from the Netflix ad-tier, the implications of its crackdown on account sharing and what to expect from the company's Q4 earnings report.
☆ Morgan Stanley sees these names rebounding after heavy tax-loss selling at the end of 2022
  + stars: | 2023-01-03 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
With a new year underway, there's an opportunity to scoop up some names that investors sold to save on taxes in 2022, according to Morgan Stanley. In fact, Morgan Stanley fielded more inquiries on tax-loss selling strategies in 2022 than in any other year, analyst Todd Castagno wrote in a note Friday. Morgan Stanley looked for those popular stocks that have derated but may be repurchased once the tax loss is realized. Plug Power has the most upside to Morgan Stanley's price target — a whopping 288%. Morgan Stanley named the solar energy company a top pick after the Inflation Reduction Act was signed into law in August.
☆ These S&P 500 stocks are expected to post the biggest gains in the new year
  + stars: | 2022-12-21 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +4 min
While there's still time for stocks to turn around for the month, hopes for an end-of-year "Santa Claus rally" have fizzled out. However, analysts see the potential for big gains in some stocks despite the potential volatility ahead. Each of the 15 stocks below has at least about 50% upside to the average analyst price target. Discovery each have more than 100% potential upside, according to the target calculated by FactSet. The stock has upside potential of 51% from its current average price target.
☆ This unusual media stock is a top 2023 play from Morgan Stanley because of growing F1 popularity
  + stars: | 2022-12-19 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
Shares of Formula One-parent company Liberty Media can go nearly 30% higher on the rising popularity of the auto racing sport, according to Morgan Stanley. Analyst Benjamin Swinburne named the media and entertainment stock one of his top overweight-rated ideas for 2023, saying it can outperform even as growing recessionary challenges are expected to challenge the broader industry. Its primary revenue drivers (over 80% of revenues) are driven by contracted media rights, race promotion fees, and sponsorship contracts all with multi-year renewal cycles," Swinburne wrote Monday. The analyst cited the growing popularity of Formula One in the U.S., which he expects will result in higher revenue growth over the long term. EBITDA (OpCo level) to CAGR midteens through '25 as F1 realizes margin expansion under the terms of its current Concorde Agreement," Swinburne wrote.
☆ These favored stocks are down by more than 20% and are poised to pop soon, says Morgan Stanley
  + stars: | 2022-11-26 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +3 min
Morgan Stanley highlighted stocks that may be good contenders that are "ripe for repurchase" after investors have realized their tax losses. Morgan Stanley's Brian Nowak cut his price target on Alphabet last month to $125 from $135. Meanwhile, Disney , which whiffed on Wall Street's expectations for top and bottom lines , is also on Morgan Stanley's list. Advanced Micro Devices also caught Morgan Stanley's attention. Shares have taken a beating in 2022, toppling over by 47%, but Morgan Stanley remains positive.
☆ Analysts cheer Iger's return to Disney; MoffettNathanson upgrades and sees 30% upside
  + stars: | 2022-11-21 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
Wall Street analysts broadly approved of Bob Iger's return to Disney . MoffettNathanson's Michael Nathanson upgraded Disney to outperform from market perform, and raised his price target, on the news of Iger's return. His $120 price target represents roughly 30.7% upside from Friday's closing price of $91.80. Iger's return comes less than a year after Bob Chapek took the reins as chief executive. Meanwhile, Wells Fargo's Steven Cahall said Iger's return is a "positive surprise," as it is viewed by investors as a catalyst for the stock.
☆ 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.
☆ These stocks have fallen back below their pre-Covid levels and are cheap
  + stars: | 2022-09-21 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
The tumultuous market has provided an opportunity to grab some of analysts' favorite stocks on the cheap. After the two-month Covid bear market in 2020, stocks rallied back to new highs before entering another bear market earlier this year. They are also names that are loved by analysts: they have at least 10% upside to the average price target and at least 60% of analysts rate them a buy. More than 70% of the analysts covering each name rate them a buy and the stocks have more than 35% upside to their average price targets, according to FactSet. Meta , down nearly 33% from the market's pre-Covid peak, is currently trading at a 39% discount and has 48% upside to the average analyst price target, according to FactSet.
<< prev 1 next >>
Total: 9