Shares of Netflix Inc (NASDAQ:NFLX) are 6% lower to trade at $82.01 at last glance, brushing off a fourth-quarter earnings and revenue beat after the streaming giant also issued a disappointing margin outlook. Concerns around the company's bid to acquire Warner Bros Discovery (WBD) for roughly $83 billion weighed as well.No fewer than eight analysts have slashed their price targets in response, including HSBC to $106 from $107. Analysts remain optimistic toward NFLX, however, with 27 of the 42 in question s ...

Netflix Inc (NASDAQ:NFLX) is pushing back against a broader bear case that critics say points to weakening fundamentals. Management, however, argues the problem isn't the business, but the metrics being used to judge it. On its fourth quarter earnings call, Netflix executives said surface-level data points like total viewing hours are being overemphasized, while the indicators that actually matter to long-term value creation are being ignored.Track NFLX stock here.Concerns have centered on flat or slowing t ...

26 全年内容摊销成本指引同比+10%，强化广告业务，提升内容丰富度与质量。 投资要点： | 财务摘要(百万美元) | 2024 | 2025 | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | --- | | 营业总收入 | 39001 | 45183 | 51137 | 57626 | 64556 | | (+/-)% | 15.6% | 15.9% | 13.2% | 12.7% | 12.0% | | 毛利润 | 17963 | 21908 | 25705 | 29359 | 34212 | | 净利润 | 8712 | 10981 | 13456 | 15915 | 19451 | | (+/-)% | 61.1% | 26.1% | 22.5% | 18.3% | 22.2% | | 净利率 | 22.3% | 24.3% | 26.3% | 27.6% | 30.1% | | PE | 43.7 | 33.7 | 27.5 | 23.2 | 19.0 | | 资料来源：Wind，国泰海通证券研究 | | | | | | 交易数据 [ ...

U.S. stocks traded higher this morning, with the Dow Jones index gaining around 300 points on Wednesday.Following the market opening Wednesday, the Dow traded up 0.63% to 48,792.32 while the NASDAQ gained 0.75% to 23,126.84. The S&P 500 also rose, gaining, 0.73% to 6,846.72.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsEnergy shares gained by 2.3% on Wednesday.In trading on Wednesday, consumer staples stocks dipped by 0.6%.Top HeadlineNetfli ...

U.S. stocks traded higher this morning, with the Dow Jones index gaining around 300 points on Wednesday.Following the market opening Wednesday, the Dow traded up 0.63% to 48,792.32 while the NASDAQ gained 0.75% to 23,126.84. The S&P 500 also rose, gaining, 0.73% to 6,846.72.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsEnergy shares gained by 2.3% on Wednesday.In trading on Wednesday, consumer staples stocks dipped by 0.6%.Top HeadlineNetfli ...

The S&P 500 rose 0.3 per cent, recovering part of its 2.1 per cent decline on Tuesday, which marked its worst day since October. The benchmark moved closer to the record high it had touched earlier this month. The Dow Jones Industrial Average advanced about 200 points, or 0.4 per cent, while the Nasdaq Composite edged up 0.1 per cent in early trade, AP reported.Markets found some support after Trump, speaking before business and government leaders in Europe, said he would not use force to take “the piece of ...

智通财经APP获悉，流媒体巨头奈飞(NFLX.US)周三公布2025年第四季度财报。尽管公司当季营收和盈 利双双超出市场预期，且全年业绩指引基本符合华尔街预测，由于未能再次交出"炸裂"成绩单，市场情 绪转弱，奈飞股价大幅下挫。截至发稿，奈飞跌超4.6%，报83.28美元。 投行：市场已习惯"超预期"，广告潜力被低估 韦德布什认为，本次财报被市场解读为"略显平淡"，主要原因在于投资者已习惯奈飞持续交出远超预期 的成绩单。但该机构强调，奈飞在全球广告业务上的布局正进入加速兑现阶段。 韦德布什指出，奈飞广告收入有望在2026年翻倍至约30亿美元，并在2027年及以后继续释放增长空间， 尤其是在公司若能于明年完成与华纳兄弟探索(WBD.US)的相关交易背景下。该行维持"跑赢大盘"评 级，目标价115美元。 摩根士丹利维持看多立场 摩根士丹利继续对奈飞保持乐观，认为公司有能力在2028年前实现年均20%以上的调整后每股收益增 长。该行指出，从全年角度看，奈飞业绩依然稳健，最新指引意味着公司有望连续多年实现收入双位数 增长并同步推动利润率扩张。 摩根士丹利还提到，奈飞在2025年全球会员数量已突破3.25亿，全年净增用户 ...

凤凰网财经讯 1月21日，美股三大股指集体高开，道指涨0.12%，纳指涨0.28%，标普500指数涨0.34%。 纳斯达克中国金龙指数涨幅扩大，现涨2.0%，哔哩哔哩涨6.63%，百度涨5.90%，世纪互联涨5.38%，嘉 楠科技涨5.20%，万国数据涨4.54%。 存储板块持续上涨，美光涨超2.2%，闪迪涨3%，西部数据涨近2%。卡夫亨氏跌超6.5%，伯克希尔·哈 撒韦注册出售至多3.254亿股公司股票。奈飞跌5.5%，公司一季度利润指引远逊预期，EPS指引较分析 师预期低逾7%，全年营业利润率低于预期；为收购华纳暂停回购。 其他消息 【德意志银行在白宫压力下与自家分析师划清界限】 美国财政部长贝森特周三在世界经济论坛透露，德意志银行首席执行官Christian Sewing亲自致电他，强 调德银不支持旗下一名分析师发布的"欧洲抛售美债报告"。涉事报告由外汇研究全球主管乔治·萨拉韦 洛斯撰写，认为在特朗普总统就格陵兰岛问题发出威胁的背景下，欧洲可能不再愿意持有美国资产。 德意志银行的一位发言人拒绝证实Sewing与贝森特的沟通，但强调"德意志银行研究部门在其工作上是 独立的，因此个别研究报告表达的观点不一定 ...

格隆汇1月21日｜据路透，在奈飞与派拉蒙天舞激烈竞逐华纳兄弟探索之际，市场已浮现明确赢家—— 摩根大通与艾伦公司(Allen & Co)。根据华纳兄弟本周二公布的证券文件，摩根大通与艾伦公司担任华 纳兄弟的交易顾问，无论最终由奈飞或派拉蒙天舞取得公司控制权，两家银行都可各自获得9000万美元 的并购费用。 ...

It is high time the market woke up to the reality of the Netflix ( NFLX ) narrative. The tumultuous acquisition battlefield is yet to see resolution, but none of the positive angles haveA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instead of against you. My ideas ...