Benjamin Swinburne

Multinational mass media conglomerate Viacom, Inc. (NASDAQ: VIAB) spent $340 million to acquire Pluto TV in a deal that represents a "relatively modest bet" for the company, according to Morgan Stanley. The Analysts  Morgan Stanley's Benjamin Swinburne maintains an...

As The Walt Disney Co (NYSE: DIS) prepares to close its acquisition of much of Twenty-First Century Fox, Inc (NASDAQ: FOXA)’s entertainment assets, the post-deal landscape looks promising for both the new, bigger Disney and the new, smaller Fox, according to Morgan Stanley. The Analyst...

Walt Disney Co (NYSE: DIS) stock is trading slightly higher Friday after the company reported better-than-expected third-quarter earnings and revenue. Disney said its studio segment revenue was up 50 percent compared to a year ago ahead of the late 2019 launch of its Disney+ streaming service. The...

Roku Inc (NASDAQ: ROKU) reported Wednesday a top-and-bottom-line beat in its third-quarter earnings print, but other metrics fell short of expectations. Here is a summary of how some of the Street's top analysts reacted. The Analysts William Blair's Ralph Schackart maintains an Outperform...

Spotify Technology SA (NYSE: SPOT) are not far removed from their post-IPO lows, and investors should buy the dip, according to Morgan Stanley. The Analyst Morgan Stanley's Benjamin Swinburne maintains an Overweight rating on Spotify with an unchanged $225 price target. The Thesis The...

Streaming video platform Netflix, Inc. (NASDAQ: NFLX) reported Tuesday with third-quarter results that initially sent shares soaring higher by more than 10 percent. Here's how some of the Street's top analysts reacted to the print. The Analysts Bank of America's Nat...

The Heavyweights and Cruiserweights of World Wrestling Entertainment, Inc. (NYSE: WWE) have helped strengthen the stock as an Overweight contender on the Street. WWE is up more than 130 percent year-to-date, but Morgan Stanley still considers it a buy. The Rating Analyst Benjamin Swinburne...

Streaming music provider Pandora Media Inc (NYSE: P) is the leader within the growing U.S. digital audio ad market, but a path toward long-term revenue growth and positive free cash flow isn't a certainty, according to Morgan Stanley. The Analyst In a July 3 note, Morgan Stanley's...

With the stock down more than 25 percent since the turn of the year, the bearish case for Roku Inc (NASDAQ: ROKU) no longer applies, as the valuation no longer implies a "market overreaction," according to Morgan Stanley. The Analyst Morgan Stanley's Benjamin Swinburne upgraded Roku...

Walt Disney Co. (NYSE: DIS) reported a big second-quarter earnings beat on Tuesday, although investors don't appear to be too impressed. Earnings of $1.84 per share and revenue of $14.5 billion handily beat expectations, but the stock was trading down 2 percent on Wednesday. Several Wall Street...

Walt Disney Co (NYSE: DIS) reported fiscal second-quarter earnings Tuesday that reinforce the bullish case for owning the stock, according to Morgan Stanley. The Analyst Morgan Stanley's Benjamin Swinburne maintained an Overweight rating on Disney's stock with an unchanged...

Spotify Technology SA (NYSE: SPOT) reported its first earnings as a public company Wednesday afternoon. Here what the Street is saying after the print.  The Analysts Morgan Stanley's Benjamin Swinburne maintains an Overweight on Spotify's stock with an...

The quiet period for streaming music provider Spotify Technology SA (NYSE: SPOT) expired Monday, which means all research firms are permitted to publish reports on the stock. Here's what the Street is saying.   The Analysts Evercore ISI's Anthony DiClemente initiated...

Streaming music provider Spotify Technology SA (NYSE: SPOT) is well-positioned to take advantage of the ongoing "music renaissance" and can more than double in size over the coming years, according to Morgan Stanley. The Analyst Morgan Stanley's Benjamin Swinburne initiated coverage...

Netflix, Inc. (NASDAQ: NFLX) blew Wall Street’s expectations out of the water Monday when it reported first-quarter subscriber growth of 7.41 million, well above consensus estimates. Earnings guidance also came in higher than expectations. As a result, Netflix traded around $334.56 late...