Financial Wire

Research Alert: CFRA Maintains Buy Opinion On Shares Of Netflix, Inc.

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We keep our $115 target price based on a forward TEV/EBITDA of 28.5x compared to the three-year historical average at 32.5x and the five-year at 32.1x. Taking into account the strong Q1 2026 earnings beat and the seasonally weaker Q2 2026, we are raising our 2026 EPS estimate by $0.60 to $3.75 and increasing 2027's by $0.20 to $4.00 on projected revenue of $51.2B (no change from prior) and 2027 at $56.2B (prior $57.0B). Share price is anticipated to trade lower with weaker guidance for the seasonally low Q2 2026 results guiding $12.2B in revenue and narrower gross margins, a low for the year. NFLX share price movement comes after a parabolic upward move in the stock in the past weeks. First, the announcement that it was walking away from the WBD takeover battle, and second, an overall equity market rise that favors growth stocks like NFLX, in our opinion. Whether NFLX is a growth stock is the key debate, with organic top line growth in the mid-teens and wider margins driving higher profitability.

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