Guggenheim analyst Michael Morris maintains $Netflix (NFLX.US)$ with a buy rating, and adjusts the target price from $735 to $810.
According to TipRanks data, the analyst has a success rate of 52.2% and a total average return of 13.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Netflix (NFLX.US)$'s main analysts recently are as follows:
Netflix is perceived to benefit from Hollywood's 'new normal', with less intense competition for content and a renewed willingness among media company studios to license. The introduction of an advertising tier could provide Netflix with an additional method to increase revenues, potentially expanding the total addressable market more than enhancing average revenue per member. Projections for net additions remain at 4M-4.5M for Q3, which may be deemed conservative, and 8M-9M for Q4.
Netflix is perceived as a strong growth narrative with considerable potential for increased revenue, earnings, and free cash flow in the years to come. Nonetheless, the current valuation is viewed as limiting the prospects for further multiple expansion, with expectations of a contraction as growth moderates towards 2025. This anticipated slowdown is partly due to the diminishing short-term subscriber growth boost from paid sharing initiatives. The belief is that despite a significant rise in subscriber numbers due to paid sharing in Q3, this trend is expected to taper off. Consequently, the forecast for Q3 net additions has been revised upward.
The advertising market remains robust, with ad agencies demonstrating an average organic growth of 3% in Q3. This is anticipated to contribute to a slight uptick in linear TV ad revenues, albeit still on the decline when the Olympics are excluded. Long-term confidence in Netflix's advertising tier is likely to be bolstered by the inclusion of sports broadcasting and the possibility of subscription price hikes.
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Guggenheim分析師Michael Morris維持$奈飛 (NFLX.US)$買入評級，並將目標價從735美元上調至810美元。
根據TipRanks數據顯示，該分析師近一年總勝率為52.2%，總平均回報率為13.4%。
此外，綜合報道，$奈飛 (NFLX.US)$近期主要分析師觀點如下：
Netflix被認爲受益於好萊塢的 「新常態」，內容競爭不那麼激烈，媒體公司製片廠也重新願意獲得許可。引入廣告層可以爲Netflix提供另一種增加收入的方法，與提高每位會員的平均收入相比，有可能擴大整個潛在市場。第三季度淨增量的預測仍爲400萬.450萬，這可能被認爲是保守的，而第四季度的淨增量預計仍爲800萬.900萬。
Netflix被視爲強勁的增長故事，在未來幾年具有增加收入、收益和自由現金流的巨大潛力。儘管如此，目前的估值被視爲限制了進一步多重擴張的前景，隨着2025年增長放緩，預計將出現收縮。這種預期的放緩部分是由於付費共享計劃對短期訂戶增長的推動力減弱。人們認爲，儘管由於第三季度付費共享，訂戶數量大幅增加，但這種趨勢預計將逐漸減弱。因此，對第三季度淨增量的預測已向上修正。
廣告市場仍然強勁，廣告公司在第三季度表現出3％的平均有機增長。預計這將導致線性電視廣告收入略有增加，儘管不包括奧運會，但仍在下降。體育廣播的加入以及訂閱價格上漲的可能性可能會增強對Netflix廣告等級的長期信心。
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