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Analyst Upgrades: Walt Disney, AMC Networks, NVIDIA

Analysts upwardly revised their ratings on Walt Disney Co (DIS), AMC Networks Inc (AMCX), and NVIDIA Corporation (NVDA)

Aug 3, 2015 at 8:57 AM
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Analysts are weighing in today on blue chip Walt Disney Co (NYSE:DIS), entertainment issue AMC Networks Inc (NASDAQ:AMCX), and virtualization firm NVIDIA Corporation (NASDAQ:NVDA). Here's a quick roundup of today's bullish brokerage notes on DIS, AMCX, and NVDA.

  • DIS saw its price target lifted to $130 from $120 at Stifel. In other news, Japanese retailer Uniqlo is expanding its partnership with Walt Disney Co, allowing the former to incorporate characters from movies such as "Frozen" and "Toy Story." Shifting our focus to the charts, the Dow component hit a record high of $120.72 on Friday before settling at $120 -- bringing its year-to-date advance to 27.4%. Not surprisingly, bullish bets have been popular in the options pits. DIS' 10-day International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) call/put volume ratio of 2.37 ranks in the 72nd percentile of its annual range. Tomorrow night, the company will report fiscal third-quarter earnings.

  • AMCX received an upgrade to "overweight" from "equal weight" at Morgan Stanley, boosting the shares 0.9% ahead of the bell. It's been a banner year for the stock, up 32% to trade at $84.22 -- helped by a string of bounces off its 50-day moving average. Also, AMC Networks Inc is approaching another potential catalyst, with earnings due out Thursday morning. In recent months, call buyers have been very active toward the stock. Specifically, AMCX's 50-day ISE/CBOE/PHLX call/put volume ratio is 2.84, with long calls almost tripling puts. What's more, this ratio registers above 85% of comparable readings taken in the last year.

  • NVDA is sitting on a 1.5% pre-market lead, after Macquarie boosted its endorsement to "outperform" from "neutral," and raised its price target to $24 from $22. This, despite the fact that the shares are slightly lower on a year-to-date basis, settling Friday at $19.95. In recent weeks, NVIDIA Corporation has also been churning in the $19-$20 area. Option traders are wagering on downside for the equity, based on data from the ISE, CBOE, and PHLX. Specifically, NVDA's 50-day put/call volume ratio of 1.21 sits just 1 percentage point from a 12-month peak. Looking ahead, the firm will report earnings Thursday evening.

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