[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 02:40:13 UTC $NFLX Attached is page X of a 6-page Piper Sandler analyst report on NFLX issued Thursday (7/17) entitled: "2Q25 Wrap: No Strange Things Here" Piper Sandler has a 'Overweight' rating on NFLX with a $XXXXX price target. Piper Sandler's 'Conclusion' regarding NFLX in the report includes the following: "NFLX reported a strong 2Q25 print with revenues & op income +40bps / +3% above PSC. The 3Q guide was solid as well, benefited by FX but also tailwinds from advertising, higher prices, and a strong 2H25 slate. Member growth was better than expected and received a late 2Q boost. We continue to see NFLX as a defensive name with multiple upside levers. FY25 rev guide was raised ~$1BN, signaling confidence from management. FY25E revenue moves +1% while EBITDA moves +2%. PT to $XXXXX from $XXXXX. Reit OW. Rating & PT: We assumed coverage at OW (LINK). NFLX remains one of the best positioned name in consumer internet with a strong entertainment value proposition and defensible model. The content slate should improve into 2H25 and we think guidance bakes in conservatism. FY25E revenue moves +1% while EBITDA moves +2%. PT to $XXXXX from $XXXXX. Reiterate OW. -- Valuation Methodology: 5-year DCF assuming X% discount rate and X% terminal growth. -- Risks: Competition, cable/sat video-on-demand, subscriber churn rates." (Page X is not available here as X does not allow me to post pages from reports on this platform) XXX engagements  **Related Topics** [op](/topic/op) [$nflx](/topic/$nflx) [stocks communication services](/topic/stocks-communication-services) [$pipr](/topic/$pipr) [Post Link](https://x.com/CorleoneDon77/status/1947124426572542046)
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DonCorleone77 @CorleoneDon77 on x 5359 followers
Created: 2025-07-21 02:40:13 UTC
$NFLX
Attached is page X of a 6-page Piper Sandler analyst report on NFLX issued Thursday (7/17) entitled:
"2Q25 Wrap: No Strange Things Here"
Piper Sandler has a 'Overweight' rating on NFLX with a $XXXXX price target.
Piper Sandler's 'Conclusion' regarding NFLX in the report includes the following:
"NFLX reported a strong 2Q25 print with revenues & op income +40bps / +3% above PSC. The 3Q guide was solid as well, benefited by FX but also tailwinds from advertising, higher prices, and a strong 2H25 slate. Member growth was better than expected and received a late 2Q boost.
We continue to see NFLX as a defensive name with multiple upside levers. FY25 rev guide was raised ~$1BN, signaling confidence from management. FY25E revenue moves +1% while EBITDA moves +2%. PT to $XXXXX from $XXXXX. Reit OW.
Rating & PT:
We assumed coverage at OW (LINK). NFLX remains one of the best positioned name in consumer internet with a strong entertainment value proposition and defensible model. The content slate should improve into 2H25 and we think guidance bakes in conservatism. FY25E revenue moves +1% while EBITDA moves +2%. PT to $XXXXX from $XXXXX. Reiterate OW.
-- Valuation Methodology:
5-year DCF assuming X% discount rate and X% terminal growth.
-- Risks:
Competition, cable/sat video-on-demand, subscriber churn rates."
(Page X is not available here as X does not allow me to post pages from reports on this platform)
XXX engagements
Related Topics op $nflx stocks communication services $pipr