UBS analyst John Hodulik maintains $Netflix (NFLX.US)$ with a buy rating, and maintains the target price at $750.
According to TipRanks data, the analyst has a success rate of 65.0% and a total average return of 8.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Netflix (NFLX.US)$'s main analysts recently are as follows:
It's suggested that the evolving landscape of Hollywood is advantageous for Netflix, with a reduction in content competition and a renewed willingness among media company studios to enter licensing agreements. The introduction of an advertising tier is viewed as a means for Netflix to further expand its total addressable market rather than just enhancing its average revenue per member. The forecast for subscriber growth remains positive, with conservative estimates of 4 to 4.5 million new additions in Q3 and a stronger projection of 8 to 9 million in Q4.
Netflix is described as an attractive growth narrative with significant potential for revenue, earnings, and free cash flow expansion in the years ahead. Nevertheless, the current stock valuation may not offer much room for an increase in multiples and is anticipated to decline as the company's growth decelerates into 2025, amid a reduction in the temporary increase in net additions from paid sharing. Analysts anticipate that Netflix sustained its subscriber growth due to paid sharing in the third quarter, though the benefits from this strategy are expected to diminish. Consequently, the forecast for Q3 net additions was raised.
Following a 13% rise in Netflix shares since the second quarter results, driven by positive third-party subscriber data, the company is anticipated to deliver robust results and forward-looking projections. Significant to its performance will be the potential announcement of a pricing escalation. Previously, Netflix instituted a price hike for its Premium tier in several countries. It's now projected that there will be an increased price for the Premium package in additional regions, as well as an anticipated 8%-15% rise for the Standard subscription. It's worth noting that there hasn't been a price increase for the Standard plan since January 2022, when it was positioned at a 53% premium compared to its competitors, compared to the current 4%. Enhanced viewership in the third quarter, coupled with a promising content lineup for the fourth quarter, including NFL coverage, is expected to further mitigate the risk of subscriber turnover.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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瑞士銀行分析師John Hodulik維持$奈飛 (NFLX.US)$買入評級，維持目標價750美元。
根據TipRanks數據顯示，該分析師近一年總勝率為65.0%，總平均回報率為8.6%。
此外，綜合報道，$奈飛 (NFLX.US)$近期主要分析師觀點如下：
有人認爲，好萊塢不斷變化的格局對Netflix有利，內容競爭有所減少，媒體公司工作室重新願意簽訂許可協議。引入廣告層被視爲Netflix進一步擴大其總體潛在市場的一種手段，而不僅僅是提高其每位會員的平均收入。對訂戶增長的預測仍然樂觀，保守估計第三季度將新增4至450萬，而第四季度更強勁的預測爲8至900萬。
Netflix被描述爲一個有吸引力的增長故事，在未來幾年具有巨大的收入、收益和自由現金流擴張潛力。儘管如此，當前的股票估值可能不會爲倍數增長提供太大的空間，隨着公司增長減速到2025年，預計股票估值將下降，因爲有償共享淨增加的暫時性減少。分析師預計，由於付費共享，Netflix在第三季度維持了訂戶增長，儘管該策略帶來的好處預計將減少。因此，提高了對第三季度淨增量的預測。
在第三方訂戶數據的積極推動下，自第二季度業績公佈以來，Netflix股價上漲了13％，預計該公司將提供強勁的業績和前瞻性預測。可能宣佈價格上漲將對其業績產生重大影響。此前，Netflix曾在多個國家提高其高級套餐的價格。現在預計，其他地區的高級套餐價格將上漲，標準訂閱的價格預計將上漲8％-15％。值得注意的是，自2022年1月以來，標準計劃的價格一直沒有上漲，當時與競爭對手相比，標準計劃的溢價爲53％，而目前的溢價爲4％。第三季度收視率的增加，加上包括NFL報道在內的第四季度內容陣容樂觀，預計將進一步降低訂戶流失的風險。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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