UBS bumps PT on Netflix by $215 as momentum to persist on content, pricing

Investing.com12-19

Investing.com -- Netflix Inc (NASDAQ:NFLX) is set to maintain strong operational momentum into 2025, benefiting from industry shifts and its robust content slate, UBS said in a note, raising its price...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2492773431?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-12-19 22:55","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2492773431","market":"us","top_or_hot":-1,"title":"UBS bumps PT on Netflix by $215 as momentum to persist on content, pricing","media":"Investing.com","content":"<div>\n<p>Investing.com -- Netflix Inc (NASDAQ:NFLX) is set to maintain strong operational momentum into 2025, benefiting from industry shifts and its robust content slate, UBS said in a note, raising its price...</p>\n\n<a href=\"https://finance.yahoo.com/news/ubs-bumps-pt-netflix-215-145554346.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS bumps PT on Netflix by $215 as momentum to persist on content, pricing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS bumps PT on Netflix by $215 as momentum to persist on content, pricing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-19 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ubs-bumps-pt-netflix-215-145554346.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com -- Netflix Inc (NASDAQ:NFLX) is set to maintain strong operational momentum into 2025, benefiting from industry shifts and its robust content slate, UBS said in a note, raising its price...</p>\n\n<a href=\"https://finance.yahoo.com/news/ubs-bumps-pt-netflix-215-145554346.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1435385759.SGD","symbol_name":"Natixis Loomis Sayles US Growth Equity RA SGD-H","start_time":0,"source_url":"https://finance.yahoo.com/news/ubs-bumps-pt-netflix-215-145554346.html","article_id":"2492773431","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492773431","pubTimestamp":1734620154,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com -- Netflix Inc is set to maintain strong operational momentum into 2025, benefiting from industry shifts and its robust content slate, UBS said in a note, raising its price target and estimates for the streaming giant.UBS bumped its price target on the stock to $1040, from $825.The brokerage sees Netflix as the main beneficiary of structural changes in the media landscape, with rivals cutting spending and consolidating. In contrast, Netflix's sustained investment in original content, including new seasons of Stranger Things, Squid Game, and Wednesday in 2025, will support subscriber growth and monetization through pricing and ad revenue.“The wider DTC environment continues to shift in Netflix's favor with peers rationalizing spend and raising price. Industry consolidation would only accelerate these trends and rationalize the market,” analyst said.UBS expects Netflix to add 32 million subscribers in 2024, up from 30 million this year, with another 22 million in 2025. Pric","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4524":"宅经济概念","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4166":"消费信贷","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4581":"高盛持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4507":"流媒体概念","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4566":"资本集团","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4527":"明星科技股","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4108":"电影和娱乐","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念","NFLX":"奈飞","LU0079474960.USD":"联博美国增长基金A","BK4587":"ChatGPT概念","PT":"品钛","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC"},"translate_title":"瑞银将Netflix的PT上调215美元，以推动内容和定价的持续发展","themeId":"d53bd051f4c8a3af4462cd05b65eb3ef","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PT":1,"NFLX":0.9},"content_text":"Investing.com -- Netflix Inc (NASDAQ:NFLX) is set to maintain strong operational momentum into 2025, benefiting from industry shifts and its robust content slate, UBS said in a note, raising its price target and estimates for the streaming giant.\nUBS bumped its price target on the stock to $1040, from $825.\nThe brokerage sees Netflix as the main beneficiary of structural changes in the media landscape, with rivals cutting spending and consolidating. In contrast, Netflix's sustained investment in original content, including new seasons of Stranger Things, Squid Game, and Wednesday in 2025, will support subscriber growth and monetization through pricing and ad revenue.\n“The wider DTC environment continues to shift in Netflix's favor with peers rationalizing spend and raising price. Industry consolidation would only accelerate these trends and rationalize the market,” analyst said.\nUBS expects Netflix to add 32 million subscribers in 2024, up from 30 million this year, with another 22 million in 2025. Price increases in select markets and a doubling of ad revenue next year will further boost growth, UBS said.\nThe note highlighted Netflix's ability to grow revenue faster than content spending, enhancing free cash flow and operating leverage.\nRelated Articles\nUBS bumps PT on Netflix by $215 as momentum to persist on content, pricing\nBook publishers offering Kamala Harris up to $20m for inside look at Biden's White House - report\nJefferies lifts Tapestry to Buy on better sales growth, gross margin outlook","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492773431"}