Activision Blizzard, Inc. (ATVI)

$ATVI
Reiterated by Oppenheimer Holdings Buy USD 110
Target Raised by Wedbush Outperform USD 104 » USD 125
Target Raised by Morgan Stanley Overweight USD 108 » USD 115
Maintains KeyBanc Overweight USD 102 » USD 120
Target Raised by Raymond James Financial Outperform USD 109 » USD 120
Target Raised by Barclays Overweight USD 100 » USD 116
Target Raised by Piper Sandler Overweight USD 97 » USD 120

what's often missed is that gaming stocks have been hammered down by 30-50% while market is at all time highs.

Financially nothing has really changed. Last earnings were heavily influenced by RDR2 for all gaming stocks. While $EA and $ATVI are adapting to the fast changing markets $TTWO builds its foundation on quality and doesnt seem to move on from there.

I do expect next earnings to be solid:
$EA: Fifa did very well in the quarter. Anthem was ok maybe a little lower than expected, Apex doing good also a lot of people just tend to measure the success on Twitch viewers which is absolutely wrong! Battlefield 5 BR gives another little push upside to compensate Anthem revenue streams. As an outlook EA has huge potentials to grow: E-Sports (new studio built), Apex future seasons, BF5 Firestorm F2P, EA Access on PS4, New StarWars game by Respawn

gaming will be the stocks to own for the next 24 months. After the sharp decline the industry is close to finish their restructuring and return to growth.
Stocks of EA and Activision still trade significantly lower compared to their ATH. A lot of room to grow once confidence is reinstalled.

Expecting huge gains with Q3 earnings. All indicates to blockbuster sales for $EA, $ATVi and $TTWO

right now there is no reason for any stocks to go down. The future is now more important to the market than ever before.
Q1 will be another outlook of economy performance while acting under the trade war. Q2 will be extremly important because investors want to see higher revenue and profits due to solved trade war. First indications there are necessary

For $ATVI with some positive news like CoD best sold game during Christmas and possible new announcements before earnings release like CoD MW Battle Royal in January could boost the stock in the range of 65$ ahead of earnings

$ATVI
Activist chatter starting to circulate in Activision Blizzard, Inc. (ATVI). Talk of a management shakeup and pushing the company into a sale is on the proposed agenda. Disney mentioned as possible suitor. unconfirmed.
Only reason why it's "up" today is because of some market chatter. If this gets proven wrong, stock will sell off 3% or more.

BTW if this would be true, it tells you that things are NOT going well within the company and some big funds want to get out asap and limit their losses by getting bought out.

waiting game for the big move. I do think that with next earnings release all game stocks will close a gap compared to the market

- EA should post good numbers and outlook due to F2P and BR push + very promising release slate for FY20
- Activision slowly rises from the ashes
- Take Two will show strong business besides investor concerns.

$TTWO, $EA, $ATVI

Here @kristopher @ulrich @roland what i have been saying for 3 months!!!

Activision Blizzard Poised For Success Following 2019 Transition (DCF Analysis) $ATVI
https://seekingalpha.com/article/4252595

segment for some reasons is not trading well today. Must be some news in the background I havent read yet.

$TTWO and $EA not performing well while $ATVI holds on

$EA could bounce back very soon. Apex Season 3 has an a very good feedback so far from trailers. They are more and more changing the game to make it a stable franchise generating recurrent revenue.

$ATVI Percentages always help me put things into perspective - 30 Blizzard employees protested yesterday out of approximately 10K ATVI employees (0.003%); and Reddit, the outrage machine, has a few active posts regarding cancellations with approximately 5K up-votes (let's just multiply that number by 50 to be conservative, so 250K potential cancellations - seems high, but who knows, right?) out of 345M ATVI users monthly across all companies based on Q3 ER (0.007%).... 0.007% of users are going to somehow impact the next ER? I'm all for voting with your dollar; but this isn't Nike, where consumers can just go purchase Adidas. They've invested money and hours of their time into the ATVI IP. The bear thesis just doesn't add