Analysts: Netflix Revenue is Trending Over Estimates and 3 More Research Notes to Read

Netflix (NASDAQ:NFLX): ITG Research said that Netflix’s domestic streaming revenues continue to trend ahead of Wall Street estimates and that churn has trended down since the original content launch. ITG expects third-quarter domestic revenue of $917 million to $922 million versus a consensus estimate of $918 million.


Bed Bath & Beyond (NASDAQ:BBBY): Cleveland Research said that Bed Bath & Beyond’s August trends are slightly weaker, but that second-quarter comparable sales remain within company guidance. The firm is modeling second-quarter earnings per share of $1.16 versus company guidance of $1.11 to $1.16. Shares are Neutral rated.


AOL (NYSE:AOL): After AOL announced that reserved inventory would be available to its Programmatic Upfront clients starting January 1, JMP Securities was encouraged to hear that five agencies had already committed ad dollars to AOL, with three other agencies considering an Upfront commitment. The firm thinks a number of changes made by the company will cause its revenue growth and profitability to accelerate, with the company starting to report better results for this quarter. JMP reiterated a $44 price target and Outperform rating on the stock.

aol-20130924 (NASDAQ:PCLN): Lazard Capital said that’s valuation is still appealing, as the stock is valued comparably to slower growing hotel and casino stocks. The firm sees favorable near-term prospects for Priceline and keeps a Buy rating on the name with a $1,200 price target.


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