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The Week Ahead: Google, Disney, and Viacom

Results are also due from Chipotle, GM, Snap, and BP.

Feb 2, 2019

Jeremy Glaser: More earnings are on tap this week.

Google parent Alphabet is undervalued ahead of its earnings release on Monday. Analyst Ali Mogharabi thinks the firm's network effect and data economic moat sources will continue to drive growth in the size and overall usage of Google's ecosystem.

Reports are due from several big media companies. Disney faces what analyst Neil Macker calls an important transitional year as it launches its Disney+ steaming service and finalizes its acquisition of Fox's media assets. Shares are in 4-star territory today.

Viacom's restructuring plan appears to be working, but Neil Macker remains concerned about long-term affiliate revenue growth.

Chipotle is still in recovery mode after a series of food safety scares. Analyst R.J. Hottovy believes the firm still has several strategic advantages but that it's unlikely to return to the double-digit growth it has seen previously. He sees shares as overvalued.

Other earnings this week include GM, Snap, Clorox, and BP.

Stay tuned for out take on these stories.

Jeremy Glaser has a position in the following securities mentioned above: DIS. Find out about Morningstar’s editorial policies.

Securities Mentioned

Alphabet Inc Class A GOOGL	$101.39 +0.36%
BP PLC ADR BP	$37.69 +0.69%
Chipotle Mexican Grill Inc CMG	$1,656.72 +0.23%
Clorox Co CLX	$155.50 −0.70%
General Motors Co GM	$35.70 +4.33%
Snap Inc Class A SNAP	$10.78 −2.53%
The Walt Disney Co DIS	$96.87 +2.16%

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