Seaport Research Partners

Fintech firms are likely to report "solid" results for the second quarter, while projecting accelerated sequential revenue growth for the third quarter, according to Seaport Research Partners. Analyst Jeff Cantwell said in the note that risks to revenues and earnings from tariff-related impacts "...

Sirius XM Holdings Inc (NASDAQ:SIRI) has a stable business model that is based on recurring subscription revenues, which makes it a "recession-resistant port in the tariff storm," according to Seaport Research Partners The Sirius XM Holdings Analyst: Analyst David Joyce upgraded the rating from...

Navient Corp (NASDAQ:NAVI) ended the third quarter with an adjusted cash position of $572 million, or $5.35 per share. That’s adjusted for an unsecured debt maturity and $65 million worth of share repurchases expected in the fourth quarter, according to Seaport Research Partners. The Navient...

Shares of Netflix Inc (NASDAQ:NFLX) were climbing on Thursday, with optimism ahead of its fourth-quarter results on Jan. 21. The estimate for the company's global paid net additions has been raised from 5.73 million to 9.02 million, according to Seaport Research Partners. The Netflix Analyst:...

Comcast Corp (NASDAQ:CMCSA) plans to spin off its cable networks into a new company. The stock declined by 9% since Monday after management guided to "a marginal competitively driven increase in Broadband subscriber losses" and the shares are currently "oversold," according to Seaport Research...

Shares of Element Solutions Inc (NYSE:ESI) were climbing in early trading on Monday. Chipmakers are increasingly focused on reducing size and power consumption of chips, "much of which is enabled by ESI’s materials," according to Seaport Research Partners. Analyst Michael Harrison initiated...

Shares of Fox Corp (NASDAQ: FOXA) have added more than 8% over the past month as U.S. presidential election campaigns gain momentum. Although primaries ad spending remained soft, the 2024 presidential election ad spending could hit a new record, according to Seaport Research Partners. President Joe...

Booking Holdings Inc (NASDAQ: BKNG) has been actively testing and implementing AI-based solutions for travelers. The company was likely to continue delivering a “solid performance” despite tough comps after two robust years of travel, according to Seaport Research Partners. The...

Shares of Netflix Inc (NASDAQ: NFLX) were trading lower on Tuesday, after climbing through most of January and 2023 despite various challenges. The stock seems to be “priced for perfection,” reflecting much of the implied advertising opportunity, according to Seaport Research Partners....

American Airlines Group Inc (NASDAQ: AAL) reported a steep 75% decline in adjusted earnings to 29 cents per share for the fourth quarter, but still managed to beat the consensus estimate. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Check...

Shares of Roku Inc (NASDAQ: ROKU) were trending lower in early trading on Monday. The company has been facing headwinds in advertising growth, with streaming giants Disney+ (NYSE: DIS) and Netflix (NASDAQ: NFLX) launching ad tiers and from a broader spending pullback in media and entertainment,...

Sports apparel and footwear retailer Foot Locker Inc (NYSE: FL) reported fourth-quarter financial results Friday. The earnings report resulted in downgrades by Seaport Research and Morgan Stanley. Here's what the analysts had to say.  The Foot Locker Analysts: Seaport Research analyst...

Columbia Sportswear Company (NASDAQ: COLM) seems to be better positioned than was earlier anticipated for the second half of 2022, according to Seaport Research Partners. The Columbia Sportswear Analyst: Mitch Kummetz upgraded the rating for Columbia Sportswear from Neutral to Buy, while...