奈飞- 看好奈飞的三大理由

Ac t i o n | CITI'S TAKE We resume coverage of Netflix after a period of Rating Suspended with a Buy rating and target price of $115. We like Netflix for three reasons: 1) We see scope for NFLX to increase its FY26 EBIT guidance, 2) we expect a US price hike in 4Q26 and 3) we expect larger share repurchases. We see ~5% to ~17% upside from these catalysts. Three Reasons to Like Netflix — 1) We expect 2026 operating margins to rise ~40 bps above consensus. 2) We believe NFLX is likely to raise US prices in 4Q ...