Strength in the NAND flash memory chip market, and from Apple’s iPhone in particular, should help SanDisk beat expectations when it reports Q2 earnings when it reports tomorrow, according to a note today from Stifel Nicolaus analyst Patrick Ho.
Juniper Research is under pressure again this morning, this time from a cautious research note from Stifel Nicolaus analyst Sanjiv Wadhwani.
Wadhwani this morning noted that the company’s enterprise business appears to be down 15-20 percent from the December quarter, with carrier-related business down 10-15 percent.
Netflix is suddenly one of Silicon Valley’s hottest companies–it just reported blowout Q4 earnings, gave a strong Q1 outlook, and its stock has doubled since November. And the company’s service is becoming ubiquitous in the home entertainment space. So why did Stifel Nicolaus analyst Scott Devitt downgrade the stock this morning from Hold to Sell, estimating its fair value to be well below its current level of $35.95?
Recipe for a (possible) rebound:
1 Movie and popcorn for a family of four: $70
1 Night at a “Ticketmaster event” for a family of four: $240
1 Year-long subscription for two-at-a-time unlimited movie rentals from Netflix: $163.20
Shake it up.
Now, if only it would affect the stock price.
Stifel Nicolaus analyst Scott Devitt this morning cut his rating on Overstock.com (OSTK) to Sell from Hold. He notes that the company, which reported second-quarter financial results this morning, trades for 21×2009 EBITA, “the highest multiple in the sector.”
Earlier this week, the hedge fund manager William Ackman of Pershing Square Capital Management floated the idea that the book retailer Borders Group (BGP) should consider selling itself to Amazon.com (AMZN).
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