Wedbush Morning Call - Jun 13 2025 7:09AM

WEDBUSH INVITE: Watching Connected TV Advertising Trends Monday 6/16 1...

JPMorgan Chase & Co: 1 director

A director at JPMorgan Chase & Co sold 5,201 shares at 267.443USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...

Home Depot Inc: 1 director

A director at Home Depot Inc sold 5,406 shares at 369.280USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...

Netflix (NFLX, Neutral, $975 target) Mgmt. Meeting Recap including tak...

We attended NFLX’s group meeting with the investment community post Upfronts earlier today. The full group of executives took questions for an hour, followed by almost another hour of follow-up scrums. We spent most of our time in the follow up period speaking with President of Advertising, Amy Reinhard, and our takeaways mostly walk through the incremental color she shared. There are no changes to our advertising model or estimates. The latest disclosure of 94M monthly active users (MAUs) is ...

Steady Progress; Raising PT to $10

Estimating the Impact of Potential Film Tariffs

Dropping Coverage

Moody's Ratings upgrades Netflix's senior unsecured notes ratings to A...

Moody's Ratings (Moody's) upgraded Netflix, Inc.'s (Netflix) senior unsecured notes ratings to A3 from Baa1. The outlook remains positive. "The upgrade reflects years of excellent execution, a well entrenched and enviable competitive position, expanding profitability, and free cash flow predictabi...

Wedbush Morning Call - Apr 21 2025 7:06AM

A Refuge from Uncertainty; Reit OP, PT to $1,200

Netflix 1Q25 Update: Steady in the Storm, target to $975

Our target price increases to $975 from $900 on higher estimates and valuation.

Netflix (NFLX, Neutral, $900 target) First Take: Potential recession ...

In our first take on tonight’s results, we dig into: Long-term outlook: leaked memo is real but aspirational, not a five-year forecast Short-term: tracking above 2025 guide, ads still expected to double, UCAN re-accel Pricing power solid in face of potential macro headwinds – France price hiked International production could be a ballast against digital services taxes

IMAX is Ready to Show Off; Reit OP, $32 PT

Moody's Ratings withdraws the ratings on seven notes issued by Bank of...

Moody's Ratings (Moody's) has today withdrawn the A1 ratings on seven individual senior unsecured notes issued by Bank of America Corporation.  The seven notes have the following ISIN identifiers: XS1940845529, XS1998002643, XS2080088979, XS2113140524, XS2378330828, XS2443756692 and XS2868779153. ...

Limited Tariff Exposure and Idiosyncratic Drivers Make Compelling Oppo...

Wedbush Morning Call - Apr 11 2025 6:53AM

Our Survey Suggests Q1 Upside Despite Pressures; Reit OP, $1,150 PT

Wedbush Morning Call - Apr 07 2025 6:56AM

Connected TV Relatively Insulated from Likely Ad Budget Pressure in Q2