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Roku, Humana, Occidental Petroleum & extra

The Roku IPO on the Nasdaq, September 28, 2017.

Supply: Nasdaq

Listed here are the most important calls on Wall Boulevard on Monday:

Needham raised its value goal on Roku to $150 from $120

Needham mentioned Roku’s “worth proposition” amongst advertisers is “rising.”

“Key take-aways from this document come with: a) given identical valuations, we desire Roku to NFLX; b) Roku’s worth proposition to advertisers is rising; c) SVOD rev stocks constitute upside to Roku estimates in 2020 and 2021; d) Roku is the dominant web aggregator for streamed TV & film content material, like YouTube is for consumer generated content material, at about 1/20th the valuation. “

Cantor Fitzgerald upgraded Humana to ‘obese’ from ‘impartial’

Cantor Fitzgerald mentioned it preferred the well being insurer’s sturdy second-quarter effects, expansion in its Medicare Benefit industry and efficient price control.

“The corporate just lately posted sturdy 2Q19 effects, pushed by way of persevered luck in Medicare Benefit and value control. MA continues to develop at a pleasing clip, and HUM‘s contemporary Louisiana Medicaid contract award demonstrates its luck outdoor Medicare. Importantly, we consider the corporate’s investments in inhabitants well being control and social determinants of well being will boost up expansion over the years. “

Credit score Suisse upgraded Information Corp to ‘outperform’ from ‘impartial’

Credit score Suisse mentioned the different world media corporate was once “appearing consistency” in spite of its contemporary income earnings pass over.

“Regardless of 4Q19 pass over on the earnings line, NWS has delivered some other forged EBITDA consequence forward of CSe and consensus. Present buying and selling ranges indicate that the worth of NWS’s belongings has successfully halved because the break up from FOX again in 2013. We do not suppose that is justified given the underlying efficiency, and an expanding focal point from control on worth can act to near the valuation. “

Evercore ISI downgraded Occidental Petroleum to ‘in line’ from ‘outperform’

Evercore mentioned the power manufacturer’s acquisition of Anadarko makes Occidental greater however much less precious.

“The corporate’s ‘Pledge’ for higher capital self-discipline and enhanced company governance proved fleeting with ROCE to say no considerably because of the Anadarko transaction. The commensurate decline in valuation puts OXY at a 10-year low within the fairness marketplace. “

The Roku IPO on the Nasdaq, September 28, 2017.

Supply: Nasdaq

Listed here are the most important calls on Wall Boulevard on Monday:

Needham raised its value goal on Roku to $150 from $120

Needham mentioned Roku’s “worth proposition” amongst advertisers is “rising.”

“Key take-aways from this document come with: a) given identical valuations, we desire Roku to NFLX; b) Roku’s worth proposition to advertisers is rising; c) SVOD rev stocks constitute upside to Roku estimates in 2020 and 2021; d) Roku is the dominant web aggregator for streamed TV & film content material, like YouTube is for consumer generated content material, at about 1/20th the valuation. “

Cantor Fitzgerald upgraded Humana to ‘obese’ from ‘impartial’

Cantor Fitzgerald mentioned it preferred the well being insurer’s sturdy second-quarter effects, expansion in its Medicare Benefit industry and efficient price control.

“The corporate just lately posted sturdy 2Q19 effects, pushed by way of persevered luck in Medicare Benefit and value control. MA continues to develop at a pleasing clip, and HUM‘s contemporary Louisiana Medicaid contract award demonstrates its luck outdoor Medicare. Importantly, we consider the corporate’s investments in inhabitants well being control and social determinants of well being will boost up expansion over the years. “

Credit score Suisse upgraded Information Corp to ‘outperform’ from ‘impartial’

Credit score Suisse mentioned the different world media corporate was once “appearing consistency” in spite of its contemporary income earnings pass over.

“Regardless of 4Q19 pass over on the earnings line, NWS has delivered some other forged EBITDA consequence forward of CSe and consensus. Present buying and selling ranges indicate that the worth of NWS’s belongings has successfully halved because the break up from FOX again in 2013. We do not suppose that is justified given the underlying efficiency, and an expanding focal point from control on worth can act to near the valuation. “

Evercore ISI downgraded Occidental Petroleum to ‘in line’ from ‘outperform’

Evercore mentioned the power manufacturer’s acquisition of Anadarko makes Occidental greater however much less precious.

“The corporate’s ‘Pledge’ for higher capital self-discipline and enhanced company governance proved fleeting with ROCE to say no considerably because of the Anadarko transaction. The commensurate decline in valuation puts OXY at a 10-year low within the fairness marketplace. “

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