[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  DonCorleone77 [@CorleoneDon77](/creator/twitter/CorleoneDon77) on x 5301 followers Created: 2025-07-19 15:34:11 UTC $NFLX Attached is page X of a 12-page Oppenheimer analyst report on NFLX issued Thursday (7/17) entitled: "Story Remains the Same: FY25 & FY26 Margins Likely Conservative—Maintain Outperform and $XXXXX Target" Oppenheimer has a 'Outperform' rating on NFLX with a $XXXXX price target. Oppenheimer's 'Summary' regarding NFLX in the report includes the following: "Target unchanged at $XXXXX as leadership position driving increasing profitability, with higher share repurchases. Subscribers accelerated late 2Q, stronger than company forecasts, which company expects will continue on stronger 2H content slate. While absolute dollars small, Upfront sales in line/better than expected given MAU scale and new ad tools/1P platform, with FY25 ad revenue expected 2x. 1H25 viewership +1% y/y, as 2025 content timing skewed to 2H, also impacting margin cadence. Increasing FY25 revenue guidance 2%, on FX, subscribers, and advertising monetization, with EBIT X% higher. Repurchased $1.6B of stock vs. 1Q's $3.5B and retired $1B of USD/ EUR senior notes. FY26E margins likely conservative in our view. Target assumes 35x 2027E EPS (or 25x 2030E EPS discounted X% for four years). -- PRICE TARGET CALCULATION: Our $XXXXX price target (unchanged) is based on 25x 2030E EPS of $72.68, discounted X years at 6%—a premium valuation reflecting the company's unique positioning. -- KEY RISKS TO PRICE TARGET: Risks to our price target include higher than expected content costs, a major change by Hollywood to sell library content only to the cable industry, a near-term move to metered broadband access in the home, inability to execute on advertising platform, and international revenue may not perform as well as domestic. XXX engagements  **Related Topics** [$nflx](/topic/$nflx) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/CorleoneDon77/status/1946594426652131429)
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DonCorleone77 @CorleoneDon77 on x 5301 followers
Created: 2025-07-19 15:34:11 UTC
$NFLX
Attached is page X of a 12-page Oppenheimer analyst report on NFLX issued Thursday (7/17) entitled:
"Story Remains the Same: FY25 & FY26 Margins Likely Conservative—Maintain Outperform and $XXXXX Target"
Oppenheimer has a 'Outperform' rating on NFLX with a $XXXXX price target.
Oppenheimer's 'Summary' regarding NFLX in the report includes the following:
"Target unchanged at $XXXXX as leadership position driving increasing profitability, with higher share repurchases. Subscribers accelerated late 2Q, stronger than company forecasts, which company expects will continue on stronger 2H content slate.
While absolute dollars small, Upfront sales in line/better than expected given MAU scale and new ad tools/1P platform, with FY25 ad revenue expected 2x. 1H25 viewership +1% y/y, as 2025 content timing skewed to 2H, also impacting margin cadence.
Increasing FY25 revenue guidance 2%, on FX, subscribers, and advertising monetization, with EBIT X% higher. Repurchased $1.6B of stock vs. 1Q's $3.5B and retired $1B of USD/ EUR senior notes. FY26E margins likely conservative in our view. Target assumes 35x 2027E EPS (or 25x 2030E EPS discounted X% for four years).
-- PRICE TARGET CALCULATION:
Our $XXXXX price target (unchanged) is based on 25x 2030E EPS of $72.68, discounted X years at 6%—a premium valuation reflecting the company's unique positioning.
-- KEY RISKS TO PRICE TARGET:
Risks to our price target include higher than expected content costs, a major change by Hollywood to sell library content only to the cable industry, a near-term move to metered broadband access in the home, inability to execute on advertising platform, and international revenue may not perform as well as domestic.
XXX engagements
Related Topics $nflx stocks communication services