On Oct 19, 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.
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.
UBS analyst John Hodulik maintains with a buy rating, and adjusts the target price from $750 to $825.
Furthermore, according to the comprehensive report, the opinions of $Netflix (NFLX.US)$'s main analysts recently are as follows:
Netflix delivered robust third-quarter results, exceeding expectations not only in revenue but also in operating income, earnings per share, and free cash flow. The company stands out as one of the most favorably positioned in the media sector with multiple catalysts for growth. This includes the fast-paced expansion of its advertising business, which is anticipated to grow significantly by 2025 from its current modest beginnings, potentially spearheading growth for multiple years thereafter.
Netflix's third-quarter results and fourth-quarter projections surpassed expectations, leading to predictions of sustained robust double-digit revenue growth and margin expansion. An analyst highlighted that Netflix is set to maintain its status as the world's most extensive and rapidly expanding streaming service as it approaches 2025. The company is expected to increase earnings by 20%-30% annually over the long term by introducing additional growth mechanisms, including monetized account sharing, advertising, live content, and gaming.
Netflix's Q3 performance surpassed expectations, with projections indicating continued double-digit revenue growth and margin expansion by 2025. Analysts view Netflix as the primary beneficiary amidst a stabilizing streaming industry, and anticipate the company's advertising subscriber base to achieve significant scale by 2025.
Netflix continues to exhibit robust financial performance, with their third-quarter revenue and operating income surpassing expectations and leading to an improved forecast for revenue growth, operating margin, and free cash flow through 2024. Additionally, the company's early projection for 2025 revenue indicates a growth of 11%-13%, coupled with an anticipated operating margin of 28%. It's noted that Netflix maintains its position as a highly favored choice.
Following Netflix's third-quarter earnings surpassing expectations, analysts point out the company's record operating margin of 30% seems to be maintainable. The fourth-quarter forecast suggests significant growth potential in subscriber numbers, attributed to an exceptionally strong lineup of content and the implementation of selective price hikes, with anticipation of further increases.
Here are the latest investment ratings and price targets for $Netflix (NFLX.US)$ from 21 analysts:
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美東時間10月19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。
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。
瑞士銀行分析師John Hodulik維持買入評級，並將目標價從750美元上調至825美元。
此外，綜合報道，$奈飛 (NFLX.US)$近期主要分析師觀點如下：
奈飛發佈了強勁的第三季度業績，不僅在營業收入方面超出預期，而且在營業利潤、每股收益和自由現金流方面也表現優異。該公司在媒體行業中位居前列，具有多個增長催化劑。其中包括廣告業務快速擴張，預計到2025年其將從當前的起步階段顯着增長，可能在此後多年引領增長。
奈飛第三季度業績和第四季度預測超出預期，預計將實現持續強勁的兩位數營收增長和營業利潤率擴張。一位分析師指出，奈飛有望在2025年左右保持其作爲全球最廣泛和快速擴張的流媒體概念的地位。公司預計通過引入額外的增長機制，包括帳戶分享、廣告、直播內容和遊戲，長期年均實現20%-30%的盈利增長。
奈飛第三季度業績超出預期，預測顯示到2025年將持續實現兩位數的營收增長和營業利潤率擴張。分析師認爲在流媒體概念的行業穩定過程中，奈飛是主要受益者，預計公司的廣告訂閱用戶群體將在2025年實現顯著規模。
奈飛繼續展現強勁的財務表現，他們的第三季度營收和營業利潤超出預期，導致對2024年營收增長、營業利潤率和自由現金流的預測有所改善。此外，公司對2025年營收的初步預測顯示增長率爲11%-13%，預期營業利潤率爲28%。值得注意的是，奈飛保持其備受青睞的地位。
在奈飛第三季度業績超出預期之後，分析師指出公司30%的記錄營業利潤率似乎可以持續。第四季度的預測表明訂閱者數量有着顯著增長潛力，這歸因於極強的內容陣容和有選擇性的提價策略的實施，預計將進一步增加。
以下爲今日21位分析師對$奈飛 (NFLX.US)$的最新投資評級及目標價：
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