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Pivotal Breaks Down The Disney-Fox Bid
Wednesday, December 13, 2017 - 3:37pm | 377Walt Disney Co (NYSE: DIS) is reportedly close to confirming an agreement to acquire some or all of Twenty-First Century Fox Inc (NASDAQ: FOXA)'s media and entertainment assets. The Analyst Pivotal Research Group's Brian Wieser maintains a Buy rating and unchanged $35 price target on...
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Who Benefits From Facebook's Metric Mishap?
Sunday, September 10, 2017 - 8:08pm | 603Facebook Inc (NASDAQ: FB) is gaining a lot of momentum with its newly launched streaming service, Facebook Watch. A+E Networks' new short-form series "Bae or Bail" reached over 24 million viewers on the platform. Traditional networks are taking a liking to the new platform, and we will likely see...
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The Primary Winner Of Facebook's Expansion In Video Will Be Third-Party Measurement Firms
Thursday, September 7, 2017 - 1:22pm | 492Facebook Inc (NASDAQ: FB) might boast content agreements with Discovery Communications Inc. (NASDAQ: DISCA), A&E, Univision and the widely-followed Indian Premier League. But that may not be enough to re-earn the esteem of advertisers, on whom its Watch project relies. “Measurement issues...
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Herbalife Bull Says Last Night's News 'Disappointing' ... For Shorts
Monday, June 5, 2017 - 10:58am | 450Herbalife Ltd. (NYSE: HLF)'s announcement early Monday morning that it now expects its revenue to fall short of prior estimates sent the stock lower by more than 5 percent. But not all among the Street sees this warning as a bearish sign, including Pivotal Research Group's Timothy Ramey. Ramey...
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Fox News Will Thrive Even Without An O'Reilly Factor, Analyst Says
Thursday, April 20, 2017 - 1:46pm | 348The booting of Bill O’Reilly over sexual harassment allegations won’t have “any meaningful impact” on Twenty-First Century Fox Inc (NASDAQ: FOXA), Pivotal Research Group said, rating the broadcaster a Buy. “Because viewing of news-related programming is growing fast...
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Companies Continue To Weigh Whether Their Brands Are Safe In The Hands Of Google
Monday, March 27, 2017 - 11:06am | 407According to Pivotal Research Group's Brian Wieser, Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube scandal is "widely known," but the company's actions haven't translated to any results as the list of companies pulling back ads on the streaming video platform continues to rise. In a research...
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Google Downgraded On European Ad Concerns
Monday, March 20, 2017 - 10:55am | 427Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) was slapped with a rare downgrade on Monday as Pivotal Research Group's Brian Wieser lowered his rating on the stock to Hold from Buy with a price target lowered to $950 from a previous $970 due to ongoing concerns in the United Kingdom. According to U.K...
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The Bearish First Wave Of Ratings, Price Targets For Snap Post-IPO
Monday, March 6, 2017 - 4:37pm | 643Shares of Snap Inc (NYSE: SNAP) fell more than 5 percent on Monday as the newly issued IPO isn't receiving the same amount of love from Wall Street as it is from investors. Within hours of Snap's initial trading on the New York Stock Exchange, Pivotal Research Group's Brian Wieser was first to...
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Snap Says It May Never Become Profitable; Here's Why That's Not Uncommon
Saturday, March 4, 2017 - 8:48pm | 744With the din around Snap Inc (NYSE: SNAP)'s IPO settling down, it is time to take stock of how fundamentals stack up. This assumes importance, especially as the stock's valuation looks overstretched on the back of strong gains in the first two trading sessions since its listing. Valuation Goes...
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That Didn't Take Long: Snap Initiated With A Sell Rating At Pivotal
Thursday, March 2, 2017 - 3:32pm | 328Snap Inc's (NYSE: SNAP) initial public offering is a few hours old, but Wall Street firms that didn't participate in the underwriting activity are coming out with their recommendations. Pivotal Research Group's Brian Wieser initiated coverage of Snap with a Sell rating and $10 price...
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Snap's IPO Draws Comparison To Twitter, GoPro
Friday, February 3, 2017 - 10:17am | 401Snap's upcoming initial public offering is drawing some comparisons to Twitter Inc (NYSE: TWTR) and GoPro Inc (NASDAQ: GPRO) — and not in a good way. Snap's user growth is cooling down while losses are raising. However, the company is doing a good job at demonstrating year-over-year revenue...
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Pivotal Downgrades 7 Stocks Ahead Of Trump Inauguration
Thursday, January 12, 2017 - 1:00pm | 488The S&P 500 is up more than 5 percent since Election Day, as investors have cheered President-elect Donald Trump’s pledge to reduce corporate taxes and regulations. However, not everyone is convinced of the benefits the Trump era will provide for investors. On Thursday, Pivotal Research...
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Disney Downgraded To Sell As Its Subscription Base Continues To Erode
Thursday, January 12, 2017 - 10:59am | 302The valuations of companies currently do not “appropriately reflect that the environment for stocks and companies is riskier now than was the case several months ago,” Pivotal Research Group’s Brian Wieser said in a report. He downgraded the rating on Walt Disney Co (NYSE: DIS)...
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A Weak Q1 Could Be Ahead For Disney, Pivotal Downgrades Stock
Friday, November 11, 2016 - 11:04am | 292Walt Disney Co (NYSE: DIS) reported Q4 results softer than expected. The company’s performance in Q1 is likely to be weak, Pivotal’s Brian Wieser said in a report. He downgraded the rating on the company from Buy to Hold, while reducing the price target from $108 to $102. Disney...
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This Was A 'Profound Victory' For Herbalife
Friday, July 15, 2016 - 10:46am | 332Following news of Herbalife Ltd. (NYSE: HLF)'s deal with the FTC, Pivotal Research Group’s Timothy S. Ramey maintained a Buy rating and price target of $90, commenting that the deal represents a “profound victory” for the company. According to the deal, Herbalife has agreed...