On Oct 22, major Wall Street analysts update their ratings for $Netflix (NFLX.US)$, with price targets ranging from $550 to $840.
Barclays analyst Kannan Venkateshwar maintains with a sell rating, and maintains the target price at $550.
Jefferies analyst Andrew Uerkwitz maintains with a buy rating, and adjusts the target price from $700 to $800.
Argus Research analyst Joseph Bonner maintains with a buy rating, and adjusts the target price from $767 to $840.
DBS analyst Sachin Mittal maintains with a buy rating, and adjusts the target price from $800 to $820.
Furthermore, according to the comprehensive report, the opinions of $Netflix (NFLX.US)$'s main analysts recently are as follows:
Netflix exhibited a robust third-quarter performance with impressive overall financial results. This includes exceeding expectations in operating income, earnings per share, and free cash flow. The company stands out as a leading entity in the media sector with multiple avenues for growth. Notably, the rapid expansion of its advertising business is projected to see a significant increase by 2025 and is anticipated to spur continued growth in subsequent years.
Q3 outcomes and Q4 forecasts surpassed expectations, with indications pointing towards sustained robust double-digit revenue growth and ongoing margin improvement. Analysts note that Netflix is well-positioned to maintain its status as the world's preeminent and most rapidly expanding streaming service, with projections to enhance earnings by 20%-30% yearly over an extended period. This growth is anticipated to be supported by the introduction of additional growth avenues, including monetized account sharing, advertising, live streaming content, and gaming expansions.
Netflix's Q3 outcomes surpassed expectations, and the discussions highlighted a continuation of robust double-digit revenue growth with margin expansion anticipated in 2025. Analysts perceive Netflix as a primary beneficiary amid a stabilizing streaming market. The platform's advertising subscriber base is projected to achieve significant scale by 2025.
Following the Q3 report, Netflix has demonstrated robust financial performance with an increase in Q3 revenue and operating income, leading to an elevated 2024 forecast in terms of revenue growth, operating margin, and free cash flow. The company has also shared a projection for 2025 revenue, suggesting a growth rate of 11%-13%, and an anticipated operating margin of 28%. The company continues to be a highly favored selection.
Following Netflix's 'Beat & Raise Q3 EPS results,' it is noted that a record high operating margin of 30% seems fairly sustainable. The outlook for Q4 suggests significant potential for surpassing Street subscriber estimates, which is attributed to an exceptionally compelling content lineup and the announcement of selective price increases, with expectations of additional hikes.
Here are the latest investment ratings and price targets for $Netflix (NFLX.US)$ from 4 analysts:
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美東時間10月22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840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。
富瑞集團分析師Andrew Uerkwitz維持買入評級，並將目標價從700美元上調至800美元。
阿格斯分析師Joseph Bonner維持買入評級，並將目標價從767美元上調至840美元。
星展銀行分析師Sachin Mittal維持買入評級，並將目標價從800美元上調至820美元。
此外，綜合報道，$奈飛 (NFLX.US)$近期主要分析師觀點如下：
奈飛在第三季度表現強勁，整體財務業績令人印象深刻。這包括超過營業收入、每股收益和自由現金流的預期。該公司在媒體板塊獨樹一幟，擁有多種增長途徑。值得注意的是，其廣告業務迅速擴張，預計到2025年將大幅增長，預計將在隨後的幾年繼續推動增長。
第三季度業績和第四季度預測超出預期，顯示出延續強勁的兩位數營收增長和持續的利潤率提升。分析師指出，奈飛有望保持世界領先地位，並且是增長最快的流媒體概念，據預測，未來幾年每年盈利將增長20%至30%。這種增長預計將得到支持，引入新的增長途徑，包括帳戶分享的貨幣化、廣告、直播內容和arvr遊戲擴展。
奈飛的第三季度業績超出預期，討論突出了2025年預計繼續強勁的兩位數營收增長和利潤率擴張。分析師認爲，在穩定的流媒體市場中，奈飛是主要受益者。該平台的廣告訂閱基數預計到2025年將實現顯著規模。
在第三季度報告後，奈飛表現出色的財務業績，導致第三季度營業收入和營業利潤率的增加，預示着2024年的營收增長、營業利潤率和自由現金流的提高預測。該公司還分享了2025年營收的預測，建議增長率爲11%至13%，預期的營業利潤率爲28%。該公司繼續是受歡迎的首選。
根據奈飛的「Beat & Raise Q3每股收益結果」，可以看出，30%的歷史最高營業利潤率似乎相當可持續。第四季度的前景表明，有很大潛力超越街頭訂閱者的估計，這歸因於一個極具吸引力的內容陣容和宣佈選擇性價格上調的預期，預計會有額外的漲價。
以下爲今日4位分析師對$奈飛 (NFLX.US)$的最新投資評級及目標價：
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