Baird’s Colin Sebastian likes what he sees in the strength of holiday sales from his quarterly selection survey, which points to a killer finish to online holiday spending for Amazon in the fourth quarter.
Morgan Stanley’s Benjamin Swinburne questions Roku’s monetization opportunity in a world where market share on consumer time spent keeps rising towards channels (Netflix, Youtube) that fail to realize big sales.
FBR analyst Jeff Van Sinderen now sees 10% upside from where JCP stock is currently trading in the market following holiday comps beat.
Piper Jaffray’s Erinn Murphy believes Nike’s narrative may be getting better, but with less-than-stellar fundamentals, she still bets on downside potential for the company.
Bernstein’s Todd Juenger pinpoints a 9% downside for DIS shares, believing it will take a long road ahead before hitting 100 million subscribers.
Needham’s Laura Martin thinks between Disney’s expert marketing prowess and direct payments heading ROKU’s way from OTT channels, this stock is primed to reap advantages from the DIS/Fox deal.
RBC Capital’s Steven Cahall continues to see Disney as a Top Pick stock of the media sector, especially after commentary from the CEO and CFO in California.
GBH Insights’ Daniel Ives anticipates that with the Fox takeover in Disney’s “back pocket,” the House of Mouse will be poised to capture market/mind share against its competitors.