On Oct 18, major Wall Street analysts update their ratings for $Netflix (NFLX.US)$, with price targets ranging from $550 to $925.
Morgan Stanley analyst Benjamin Swinburne maintains with a buy rating, and adjusts the target price from $820 to $830.
Goldman Sachs analyst Eric Sheridan maintains with a hold rating, and adjusts the target price from $659 to $705.
J.P. Morgan analyst Doug Anmuth maintains with a buy rating, and adjusts the target price from $750 to $850.
BofA Securities analyst Jessica Reif Ehrlich maintains with a buy rating, and adjusts the target price from $740 to $800.
Barclays analyst Kannan Venkateshwar maintains with a sell rating, and maintains the target price at $550.
Furthermore, according to the comprehensive report, the opinions of $Netflix (NFLX.US)$'s main analysts recently are as follows:
Netflix exhibited a robust performance in its third quarter, showcasing not only a strong revenue stream but also surpassing expectations with its operating income, earnings per share, and free cash flow. The company continues to stand out within the media sector and is anticipated to witness growth propelled by multiple factors. Among these is the swift expansion of its advertising business, which is projected to experience a significant increase by 2025 and contribute to sustained growth in the subsequent years.
Netflix's third-quarter results and fourth-quarter forecasts surpassed expectations, signaling 'another year of robust double-digit revenue growth and margin expansion,' according to an analyst. It is suggested that Netflix is well-positioned to maintain its status as the most extensive and rapidly expanding streaming service globally as it approaches 2025. The service has the potential to increase its earnings by 20%-30% each year over time by incorporating additional growth drivers, including paid sharing, advertisements, live content, and gaming.
Netflix's Q3 outcomes surpassed expectations with indications of ongoing double-digit revenue growth and margin expansion projected into 2025. Analyst commentary suggests that Netflix is poised to gain significantly from a more rational competitive landscape in streaming. It is also anticipated that Netflix's advertising subscriptions will achieve considerable scale by 2025.
Netflix continues to demonstrate robust financial performance with third-quarter revenue and operating income exceeding expectations, leading to more optimistic projections for revenue growth, operating margin, and free cash flow through 2024. The company has also offered a preliminary forecast for 2025 revenue, with an anticipated increase of 11%-13% and an expected operating margin of 28%. Netflix is highlighted as a primary selection for its ongoing strong financial results.
Netflix is acknowledged for its effective execution as evidenced by its Q3 earnings surpassing expectations. The company's long-term revenue growth outlook for 2025 appears promising, anticipated to be between 11%-13%. The integration with third-party demand partners bolsters the expectation of a 10% ad revenue mix by 2026. Furthermore, the significant content investment projected for 2025 is poised to attract more subscribers and reduce membership cancellations.
Here are the latest investment ratings and price targets for $Netflix (NFLX.US)$ from 24 analysts:
Note:
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美東時間10月18日，多家華爾街大行更新了$奈飛 (NFLX.US)$的評級，目標價介於550美元至925美元。
摩根士丹利分析師Benjamin Swinburne維持買入評級，並將目標價從820美元上調至830美元。
高盛集團分析師Eric Sheridan維持持有評級，並將目標價從659美元上調至705美元。
摩根大通分析師Doug Anmuth維持買入評級，並將目標價從750美元上調至850美元。
美銀證券分析師Jessica Reif Ehrlich維持買入評級，並將目標價從740美元上調至800美元。
巴克萊銀行分析師Kannan Venkateshwar維持賣出評級，維持目標價550美元。
此外，綜合報道，$奈飛 (NFLX.US)$近期主要分析師觀點如下：
奈飛第三季度表現強勁，不僅展示了強勁的營業收入，還超出了對營業收入、每股收益和自由現金流的預期。該公司繼續在媒體行業中脫穎而出，預計將受到多種因素推動的增長。其中之一是其廣告業務的迅速擴張，預計到2025年將經歷顯著增長，並有望在隨後的幾年持續增長。
奈飛第三季度業績和第四季度預測超出預期，一位分析師表示，這預示着「又一個年度強勁的兩位數營業收入增長和利潤擴張」。分析指出，奈飛有望在接近2025年時保持其作爲全球最廣泛和迅速擴張的流媒體概念的地位。該服務有望通過增加增長驅動力，包括付費分享、廣告、直播內容和arvr遊戲，在未來逐漸提高每年20%-30%的收益。
奈飛的第三季度業績超出預期，預示着到2025年仍將受益於持續的兩位數營業收入增長和利潤率擴張。分析師評論認爲，奈飛正準備在流媒體領域更理性的競爭環境中獲得可觀收益。同時，預計奈飛的廣告訂閱業務將在2025年實現可觀規模。
奈飛繼續展示強勁的財務業績，第三季度營業收入和營業利潤超出預期，爲2024年的營業收入增長、營業利潤率和自由現金流提供更加樂觀的預測。該公司還爲2025年營業收入提供了初步預測，預計將增加11%-13%，預期的營業利潤率爲28%。奈飛因持續強勁的財務業績而備受關注。
奈飛以其有效的執行而受到認可，其第三季度收入超出預期。預計到2025年，公司的長期營業收入增長前景令人期待，預計在11%-13%之間。與第三方需求合作伙伴的整合加強了2026年將實現廣告收入佔比10%的預期。此外，2025年的重大內容投資計劃將吸引更多訂閱用戶並減少會員取消。
以下爲今日24位分析師對$奈飛 (NFLX.US)$的最新投資評級及目標價：
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