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:
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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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瑞士银行分析师John Hodulik维持$奈飞 (NFLX.US)$买入评级，维持目标价750美元。
根据TipRanks数据显示，该分析师近一年总胜率为65.0%，总平均回报率为8.6%。
此外，综合报道，$奈飞 (NFLX.US)$近期主要分析师观点如下：
有人认为，好莱坞不断变化的格局对Netflix有利，内容竞争有所减少，媒体公司工作室重新愿意签订许可协议。引入广告层被视为Netflix进一步扩大其总体潜在市场的一种手段，而不仅仅是提高其每位会员的平均收入。对订户增长的预测仍然乐观，保守估计第三季度将新增4至450万，而第四季度更强劲的预测为8至900万。
Netflix被描述为一个有吸引力的增长故事，在未来几年具有巨大的收入、收益和自由现金流扩张潜力。尽管如此，当前的股票估值可能不会为倍数增长提供太大的空间，随着公司增长减速到2025年，预计股票估值将下降，因为有偿共享净增加的暂时性减少。分析师预计，由于付费共享，Netflix在第三季度维持了订户增长，尽管该策略带来的好处预计将减少。因此，提高了对第三季度净增量的预测。
在第三方订户数据的积极推动下，自第二季度业绩公布以来，Netflix股价上涨了13％，预计该公司将提供强劲的业绩和前瞻性预测。可能宣布价格上涨将对其业绩产生重大影响。此前，Netflix曾在多个国家提高其高级套餐的价格。现在预计，其他地区的高级套餐价格将上涨，标准订阅的价格预计将上涨8％-15％。值得注意的是，自2022年1月以来，标准计划的价格一直没有上涨，当时与竞争对手相比，标准计划的溢价为53％，而目前的溢价为4％。第三季度收视率的增加，加上包括NFL报道在内的第四季度内容阵容乐观，预计将进一步降低订户流失的风险。
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