Jessica Reif Ehrlich

Netflix Stock Sized Up By 7 Analysts Post Q1 Results: 'Pivot From A High-Growth, Low-Profit Business To A Slow-Growth, High-Profit Business'
Disney Stock Set For 20% Upside As Bob Iger's Turnaround Strategy Gains Momentum, Says BofA: 'Appears To be In Command And Control And On A Growth Offensive'
Disney Analysts Bullish After Q1 Earnings: 'The Magic's Back'
Disney Stock Set For 20% Upside As Bob Iger's Turnaround Strategy Gains Momentum, Says BofA: 'Appears To be In Command And Control And On A Growth Offensive'
Disney Analysts Bullish After Q1 Earnings: 'The Magic's Back'
Disney Analysts Praise Cost-Cutting Measures: 'Calls To Break Up Company Will Ease'
Netflix Rallies Off Q3 Earnings: 8 Analysts On Future Price Increases, Ad-Supported Plans And More

Jessica Reif Ehrlich Recent News

Fox Analyst Is No Longer Bullish — Dominion Lawsuit May Damage Brand
Fox Corp (NASDAQ: FOXA) seems to be attracting largely lukewarm responses from analysts.
Bob Iger To Bring 'Profit Accountability': 3 Disney Analysts Discuss CEO's Return
Bob Iger is once again CEO of Walt Disney Co (NYSE: DIS) after previously saying he would not be coming back.
7 Best Dow Jones Stocks To Buy
During periods of stock market volatility and economic uncertainty, it's reasonable for investors to want to take a more defensive approach with their portfolios.
6 Stocks To Buy That Are Near 52-Week Lows
Weakness in the S&P 500 has made life unpleasant for investors so far in 2022, but it has also created buying opportunities in a handful of high-quality stocks. Long-term investors looking to buy the dip can find plenty of stocks to buy that are at or near their lowest prices of the past year.
7 Walt Disney Analysts React To Q2 Earnings Miss, Subscriber Beat, Ongoing Asia Weakness
Walt Disney Co (NYSE: DIS) shares traded lower by 3.7% on Thursday after the company reported first-quarter earnings and said ongoing COVID-19 disruptions are weighing on its Asia theme park business.
Why Did BofA Downgrade Charter Communications And Slash Price Target?
Growing competition from fixed wireless will be a challenge for Charter Communications Inc (NASDAQ: CHTR), and as the company works to regaining lost subscribers, fixed wireless access (FWA) is likely to continue to gain share “in coming years,” according to BofA Securities.
Bullish SiriusXM Analyst Says Auto Market Weakness Will Extend Into 2023
Shares of Sirius XM Holdings Inc (NASDAQ: SIRI) have performed well so far in 2022 despite ongoing weakness in the auto industry.
Warner Bros. Discovery Will Hit The Ground Running, BofA Says
Warner Bros. Discovery (NASDAQ: WBD) has a strong management team and is getting ready to execute on multiple levels, according to BofA Securities.
BofA Says Paramount+ Momentum Continues Into 1Q
Paramount Global’s (NASDAQ: PARA) first-quarter results are likely to reflect continued momentum and investments in streaming, according to BofA Securities.
Disney Analyst Raises Earnings Estimate, Says Investors Underappreciate Theme Park Recovery
After a rough couple of years for Walt Disney Co (NYSE: DIS) theme parks, one Disney analyst said Monday that the theme park recovery is just getting started.
Move Over Disney+: Why Theme Parks Could Be Disney's Real Growth Driver In 2022
Walt Disney World is honoring its 50th anniversary with an 18-month celebration that began in October 2021. The anniversary and pent-up travel demand are leading to strong attendance at the company’s parks, which could turn into the biggest growth driver for Walt Disney Co (NYSE: DIS) in 2022.
BofA Downgrades ViacomCBS After Streaming Investments: What Investors Need To Know
Although ViacomCBS Inc (NASDAQ: VIAC) remains an attractive target amid industry consolidation, a sale of the company is unlikely in the near term given its streaming aspirations, according to BofA Securities.
'Bringing Back The Magic': 4 Disney Analysts React To The Mouse's Q1 Beat
Walt Disney Co (NYSE: DIS) shares were rallying Thursday after the company reported a big first-quarter earnings beat.
Spotify Analyst Cuts Target, Says Joe Rogan Controversy 'Becoming A Risk'
Shares of Spotify Technology SA (NYSE: SPOT) are down 15.7% since the company reported fourth-quarter revenue and earnings beats on Feb. 2.
6 Spotify Analysts Break Down Q4 Results As Stock Plunges: Are There Any Catalysts Ahead?
Spotify Technology SA (NYSE: SPOT) shares are plunging after the music streaming service issued lackluster user growth guidance.
ViacomCBS Analyst Raises Streaming Subscriber Estimates Following Success Of 'YellowJackets,' 'Dexter'
Shares of ViacomCBS Inc (NASDAQ: VIAC) are off to a hot start to 2022, up nearly 20% already year-to-date. On Friday, one analyst predicted the success of two of the company's new TV shows may have it positioned to exceed subscriber growth expectations for the fourth quarter.
Why WarnerMedia Merger Is Turning This Discovery Communications Analyst Bullish
The merger of Discovery Communications Inc (NASDAQ: DISCA) with AT&T Inc (NYSE: T)'s WarnerMedia will create a “global media powerhouse driven by creative and content leadership,” according to BofA
Holiday Streaming Wars: ViacomCBS, Spotify Impress In December, While Disney And Netflix Downloads Drop
Streaming video service leaders Netflix Inc (NASDAQ: NFLX) and Walt Disney Co (NYSE: DIS) are facing unprecedented competition in 2022, and the latest download numbers from BofA Securities suggest ViacomCBS In
Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher
A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney Co. (NYSE: DIS), citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.
Why This Warner Music Group Analyst Is Turning Bearish
Although Warner Music Group Corp (NASDAQ: WMG) is poised to continue benefiting from secular tailwinds in the music industry and its longer-term growth story remains intact, the stock seems “fairly valued” and there is downside risk in the near-to-intermediate term, according to BofA Securities.<
Has ViacomCBS Made A Successful Pivot To Streaming With Its Paramount+?
After launching Paramount+ earlier this year, ViacomCBS Inc (NASDAQ: VIAC) has shown “early signs of success” in its move to streaming and should exit fiscal 2021 with an estimated $5 billion in streaming revenues, according to BofA Securities.
4 Disney Analysts Dissect The Mouse's Earnings
Here’s what four analysts who cover Walt Disney Co (NYSE: DIS) had to say about the company’s fourth-quarter earnings, slower growth for Disney+ and what’s ahead for the media giant.
Why BofA Remains A Disney Bull Despite Disappointing Q4 Outlook
Walt Disney Co (NYSE: DIS) guided to global net additions of low-single-digit millions for Disney+ in the fiscal fourth quarter, lower than the Street expectations of around 10 million. However, this does not impact the long-term total subscriber estimates, according to BofA Securities.