On Oct 11, major Wall Street analysts update their ratings for $Netflix (NFLX.US)$, with price targets ranging from $750 to $820.
Morgan Stanley analyst Benjamin Swinburne maintains with a buy rating, and adjusts the target price from $780 to $820.
UBS analyst John Hodulik maintains with a buy rating, and maintains the target price at $750.
Jefferies analyst James Heaney CFA maintains with a buy rating, and maintains the target price at $780.
Guggenheim analyst Michael Morris maintains with a buy rating, and adjusts the target price from $735 to $810.
Oppenheimer analyst Jason Helfstein maintains with a buy rating, and adjusts the target price from $725 to $775.
Furthermore, according to the comprehensive report, the opinions of $Netflix (NFLX.US)$'s main analysts recently are as follows:
The perspective that Hollywood's 'new normal' is advantageous for Netflix is highlighted, with a reduction in the intensity of content competition and a renewed willingness among media company studios to consider licensing. The introduction of an ad-supported tier is seen as a potential avenue for Netflix to further maximize revenue, potentially expanding the total addressable market rather than just enhancing average revenue per member. Projections for subscriber growth remain robust, with an anticipation of conservative net additions in the third quarter, and even stronger growth expected in the fourth quarter.
Netflix is still seen as an attractive growth narrative with considerable potential for revenue, earnings, and free cash flow expansion in the coming years. Despite this, the current valuation of the stock suggests limited prospects for further multiple expansion, with a possibility of contraction as the company's growth is expected to slow by 2025 due to the diminishing temporary benefits from paid sharing. It's anticipated that Netflix experienced another surge in subscriber growth due to paid sharing in Q3, but the advantage of this temporary boost is likely tapering off.
Netflix shares have experienced a significant rise, marking a 56% increase since the beginning of the year. Analysts observe that the company still harbors considerable potential for further global membership growth, an acceleration in advertising revenue, and improvements in operating leverage and margins, all of which are anticipated to contribute to attractive returns for shareholders in the upcoming year. The sentiment surrounding the upcoming Q3 earnings report is largely dependent on membership trends. Forecasts for Q3 membership growth have been revised upwards, with expectations now surpassing the consensus estimates prevalent among sell-side analysts.
With the stock up significantly post-Q2 outcomes due to optimistic third-party subscriber data, it's anticipated that Netflix will have to deliver robust results and future projections, along with a potential announcement of a price hike. Previously, Netflix has adjusted the price for its Premium service tier in various markets. It is now expected that there might be an increase in the price for the Premium tier in additional regions, and perhaps more notably, a significant rise in the Standard plan's cost. Since the last price change for the Standard plan in early 2022, there has been a reduction in the price difference compared to competitors. Additionally, compelling viewership figures for Q3 and an attractive lineup of content for Q4, including sports offerings, are likely to contribute to a decreased risk of subscriber turnover.
Here are the latest investment ratings and price targets for $Netflix (NFLX.US)$ from 5 analysts:
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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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美東時間10月11日，多家華爾街大行更新了$奈飛 (NFLX.US)$的評級，目標價介於750美元至820美元。
摩根士丹利分析師Benjamin Swinburne維持買入評級，並將目標價從780美元上調至820美元。
瑞士銀行分析師John Hodulik維持買入評級，維持目標價750美元。
富瑞集團分析師James Heaney CFA維持買入評級，維持目標價780美元。
Guggenheim分析師Michael Morris維持買入評級，並將目標價從735美元上調至810美元。
奧本海默控股分析師Jason Helfstein維持買入評級，並將目標價從725美元上調至775美元。
此外，綜合報道，$奈飛 (NFLX.US)$近期主要分析師觀點如下：
強調好萊塢「新常態」對奈飛有利，競爭激烈度降低，傳媒公司電影製片廠重新考慮許可的意願增加。有人認爲，引入廣告支持的會員層是奈飛進一步最大化營業收入的潛在途徑，可能擴大總可尋址市場，而不僅僅是增強每位會員的平均營收。會員增長預期仍然強勁，在第三季度預計有謹慎的淨增數量，而第四季度預期增長更強勁。
奈飛仍被視爲一個具有相當潛力的吸引力增長敘事，在未來幾年對營業收入、盈利和自由現金流擴張具有相當的潛力。儘管如此，股票的當前估值表明進一步多重擴張的前景有限，由於公司的增長預計到2025年將因來自付費共享的暫時利益減弱而放緩，有可能出現收縮。預計奈飛由於在第三季度的付費共享而經歷另一波會員增長激增，但這種暫時增長的優勢很可能正在逐漸減弱。
奈飛股票已經經歷了顯著的上漲，自年初以來增長了56%。分析師觀察到公司仍具有相當大的全球會員增長潛力，廣告營業收入加速增長，以及運營槓桿和利潤率的改善，所有這些都預計將有助於在未來一年中爲股東帶來有吸引力的回報。圍繞第三季度業績的情緒很大程度上取決於會員趨勢。第三季度會員增長的預測已經上調，預期現在超過了銷售側分析師中預val證的共識。
由於樂觀的第三方訂戶數據，該股票在第二季度業績之後大幅上漲，人們預計奈飛將不得不發佈強勁的結果和未來預測，以及潛在的宣佈價格上漲。此前，奈飛已經調整了多個市場的高級服務套餐價格。 現在有人預計，高級套餐的價格可能在其他地區會上漲，而且更值得注意的是，標準方案的價格大幅上漲。自2022年初標準方案價格調整以來，其價格差異與競爭對手相比已有所降低。此外，第三季度的吸引力收視率以及第四季度的內容陣容，包括體育節目等，可能有助於減少會員流失的風險。
以下爲今日5位分析師對$奈飛 (NFLX.US)$的最新投資評級及目標價：
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