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:
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美东时间10月18日，多家华尔街大行更新了$奈飞 (NFLX.US)$的评级，目标价介于550美元至925美元。
摩根士丹利分析师Benjamin Swinburne维持买入评级，并将目标价从820美元上调至830美元。
高盛集团分析师Eric Sheridan维持持有评级，并将目标价从659美元上调至705美元。
摩根大通分析师Doug Anmuth维持买入评级，并将目标价从750美元上调至850美元。
美银证券分析师Jessica Reif Ehrlich维持买入评级，并将目标价从740美元上调至800美元。
巴克莱银行分析师Kannan Venkateshwar维持卖出评级，维持目标价550美元。
此外，综合报道，$奈飞 (NFLX.US)$近期主要分析师观点如下：
奈飞在其第三季度表现强劲，不仅展示了强劲的营业收入流，还在营业收入、每股收益和自由现金流方面超出预期。该公司在媒体板块继续脱颖而出，预计将因多种因素推动增长。其中之一是其广告业务快速扩张，预计到2025年将经历显著增长，并为未来几年持续增长做出贡献。
根据一位分析师称，奈飞的第三季度业绩和第四季度预测超出预期，表明“又一年强劲的两位数营收增长和利润率扩张”。有人建议，奈飞有望继续保持其作为全球最广泛和迅速扩张的流媒体概念的地位，预计在接近2025年时，服务有潜力通过引入额外的增长驱动因素，包括付费分享、广告、直播内容和arvr游戏，逐年实现20%-30%的盈利增长。
奈飞的Q3结果超出预期，显示持续的两位数营收增长和利润率扩张在2025年有望持续。分析师评论表明，奈飞准备从更具合理竞争格局的流媒体概念中获益更多。同时预计，奈飞的广告订阅服务将在2025年实现显著规模。
奈飞继续展示强劲的财务表现，第三季度营业收入和营业利润超出预期，为2024年通过增长的营业收入、营业利润率和自由现金流提供更乐观的预测。该公司还提供了2025年营业收入的初步预测，预计将增长11%-13%，营业利润率为28%。奈飞因持续强劲的财务表现而备受关注。
奈飞以其第三季度盈利超出预期的有效执行而受到肯定。预计到2025年，公司的长期营收增长前景令人期待，预计在11%-13%之间。与第三方需求合作伙伴的整合加强了对2026年广告营收占比10%的期望。此外，2025年预计的重大内容投资将吸引更多订阅用户，并降低会员退订率。
以下为今日24位分析师对$奈飞 (NFLX.US)$的最新投资评级及目标价：
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