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“魷魚遊戲”帶來用戶數增長 多位分析師上調Netflix(NFLX.US)目標價
格隆匯 10-13 14:14
格隆匯10月13日丨Netflix的第三季度業績將於10月19日週二收盤後公佈。該公司預計9月份當季營收爲74.8億美元,每股利潤爲2.55美元,新增淨訂戶350萬戶。華爾街預測爲,公司營收爲74.8億美元,每股利潤爲2.56美元,新增淨訂戶380萬戶。 Baird分析師重申公司“強於大盤”評級評級,將目標價從650美元上調至680美元。他認爲,目前“魷魚遊戲”僅吸引了新的訂閱者,還證明瞭該公司製作引人入勝的內容的能力。他補充說,應用下載和谷歌搜索數據表明,該公司在本季度末用戶數量的增長會對業績形成堅實的支撐,下半年內容增長將有利於訂戶繼續上升。 Truist分析師Netflix維持“買入”評級,同時將目標價從600美元上調至690美元。他指出,人們對Netflix股票的普遍看法已經從擔心疫情期間的競爭和淨訂戶的流失,轉變爲對內容和進軍遊戲市場的樂觀態度。Jefferies分析師也重申“買入”評級,同時將其目標價從620美元上調至737美元。他看好該公司最近收購遊戲開發商Night School的交易,並認爲隨着該公司在遊戲領域的機會越來越明顯。
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