[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 5359 followers Created: 2025-07-21 02:33:19 UTC $NFLX Attached is page X of a 13-page Wedbush analyst report on NFLX issued Friday (7/18) entitled: "Next Episode – More Growth; Reit OP, PT to $1,500" Wedbush has a 'Outperform' rating on NFLX with a $XXXXX price target. Wedbush's 'View' regarding NFLX in the report includes the following: "Netflix continues to produce phenomenal results with ever more growth in its sights. Even as investor expectations were high heading into the print, and shares reflected some disappointment in the size of the beat and raise, the quality of the beat and raise keeps us positive as we assess the ongoing expansion of Netflix’s free cash flow. While Netflix no longer reports subscriber additions and revenue per member (“ARM”) metrics, its Q2 results and commentary suggest that subscriber growth continues and consumers have absorbed the price increases with little resistance. Netflix’s engagement report was again encouraging, with the average monthly viewership per member remaining above XX hours, and more content quality and quantity in 2H coupled with a new UI, we are not concerned about the health of Netflix’s subscribers. Furthermore, as Netflix continues to enhance its ads business, with the aim of doubling ads revenue this year, we are confident that growth will continue into 2026 and likely beyond. With $XX billion in content spend across movies, high-demand serial content, games, and live events, there is still upside potential to Netflix’s newly raised 2025 guidance. Based on our higher estimates, we raise our price target to $XXXXX from $1,400, reflecting a 38x P/E multiple (unchanged) on our 2027 EPS estimate of $XX. Netflix can accelerate ad revenue contribution for the next several years by adding and improving live events, enhancing its advertising solutions and targeting, expanding its ad partnerships, and broadening its content strategy. Meanwhile, its premium and ad subscribers are engaged, and churn is limited. As Netflix expands, its contribution margin can easily exceed our estimates, driving outsized free cash flow. As such, we reiterate our OUTPERFORM rating. -- Valuation: Our $XXXXX price target reflects a P/E multiple of 38x our 2027 EPS estimate. -- Risks to the Attainment of Our Price Target and Rating: Risks to the attainment of our share price target and rating include: a sudden increase in subscriber growth, declining competition, lower-than-expected costs for content, technology development and deployment, and improving macroeconomic factors." (Page X is not available here as X does not allow me to post pages from reports on this platform) XXX engagements  **Related Topics** [investment](/topic/investment) [op](/topic/op) [reit](/topic/reit) [$nflx](/topic/$nflx) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/CorleoneDon77/status/1947122687463268530)
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DonCorleone77 @CorleoneDon77 on x 5359 followers
Created: 2025-07-21 02:33:19 UTC
$NFLX
Attached is page X of a 13-page Wedbush analyst report on NFLX issued Friday (7/18) entitled:
"Next Episode – More Growth; Reit OP, PT to $1,500"
Wedbush has a 'Outperform' rating on NFLX with a $XXXXX price target.
Wedbush's 'View' regarding NFLX in the report includes the following:
"Netflix continues to produce phenomenal results with ever more growth in its sights. Even as investor expectations were high heading into the print, and shares reflected some disappointment in the size of the beat and raise, the quality of the beat and raise keeps us positive as we assess the ongoing expansion of Netflix’s free cash flow.
While Netflix no longer reports subscriber additions and revenue per member (“ARM”) metrics, its Q2 results and commentary suggest that subscriber growth continues and consumers have absorbed the price increases with little resistance.
Netflix’s engagement report was again encouraging, with the average monthly viewership per member remaining above XX hours, and more content quality and quantity in 2H coupled with a new UI, we are not concerned about the health of Netflix’s subscribers.
Furthermore, as Netflix continues to enhance its ads business, with the aim of doubling ads revenue this year, we are confident that growth will continue into 2026 and likely beyond. With $XX billion in content spend across movies, high-demand serial content, games, and live events, there is still upside potential to Netflix’s newly raised 2025 guidance.
Based on our higher estimates, we raise our price target to $XXXXX from $1,400, reflecting a 38x P/E multiple (unchanged) on our 2027 EPS estimate of $XX. Netflix can accelerate ad revenue contribution for the next several years by adding and improving live events, enhancing its advertising solutions and targeting, expanding its ad partnerships, and broadening its content strategy.
Meanwhile, its premium and ad subscribers are engaged, and churn is limited. As Netflix expands, its contribution margin can easily exceed our estimates, driving outsized free cash flow. As such, we reiterate our OUTPERFORM rating.
-- Valuation:
Our $XXXXX price target reflects a P/E multiple of 38x our 2027 EPS estimate.
-- Risks to the Attainment of Our Price Target and Rating:
Risks to the attainment of our share price target and rating include: a sudden increase in subscriber growth, declining competition, lower-than-expected costs for content, technology development and deployment, and improving macroeconomic factors."
(Page X is not available here as X does not allow me to post pages from reports on this platform)
XXX engagements
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