Netflix Likely to Benefit From Long Runway for Revenue Growth, Morgan Stanley Says

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Netflix Likely to Benefit From Long Runway for Revenue Growth, Morgan Stanley Says

MT Newswires Live2024-10-11

Netflix (NFLX) is expected to benefit from a long runway for revenue growth and a deepening competitive moat, Morgan Stanley said in a report Thursday.

The report also pointed to above consensus expectations for operating leverage and EPS.

"Our analysis of Netflix new 1H24 engagement report reinforces our bullish view," Morgan Stanley said, adding that the latest engagement report is backing the "Netflix content advantage," referring to its original programming, international content, and the value of its content library.

Following "peak TV" and recent strikes, Hollywood's new normal favors Netflix, with reduced competition for content and media studios open to licensing again, the report said. It said the ad-tier introduction would also help raise revenue.

Morgan Stanley raised its price target for the stock to $820 from $780 while reiterating its overweight rating.

Price: 729.33, Change: +1.90, Percent Change: +0.26

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