January 25, 2023
Analyst Upgrades Nielsen To 'Buy,' Cites Overly Negative Investor Sentiment
- by Joe Mandese @mp_joemandese, June 4, 2018
Asserting that investor sentiment toward Nielsen is “overly negative at this point in time,” Wall Street analyst Brian Wieser has upgraded the media and market researcher’s stock to “buy” from “hold.”
Characterizing the change as “opportunistic,” Wieser implied that Nielsen’s shares currently are undervalued relative to their strong fundamentals.
Wieser …
Good to see that Brian understands that all of this blather about "other" metrics replacing Nielsen's audience estimates as buying --and programming---"currency" is mostly wishful dreaming. As add-ons, yes, in some cases, but the idea that one can replace basic audience measuremenst with thousands of different product user profile projections for each show is simply impractical. Imagine a TV show producer having his/her show cancelled because it's ratings among frequent peanut butter users was down by 22.6%. The probable retort might be, "Maybe, but we are up 18.6% among people who bought a sports car in the past three years and a whopping 29.8% among frequent users of mouthwash".