奈飞公司：主动出击- 重申 “增持” 评级

January 21, 2026 06:30 AM GMT Netflix Inc | North America M Idea Playing Offense, Organically and Inorganically - Reiterate OW | What's Changed | | | | --- | --- | --- | | Netflix Inc (NFLX.O) | From | To | | Price Target | $120.00 | $110.00 | Reaction to earnings Unchanged Modest upside Modest revision lower Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research We remain bullish shares after a strong '25 and guidance f ...