11:55 AM EDT, 04/28/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our 12-month target price by $164 to $1,289 applying a wider risk premium and a forward TEV/EBITDA of 34.5x our 2026 EBITDA estimate at $16.4B (2025 is $13.9B) below the five-year historic average of 34.5x. We keep our 2025 EPS estimate at $25.35 and 2026's at $30.25 per share, both near the consensus. We think Q1 2025 operating results reinforce our view that NFLX has a unique competitive position. Worries about geopolitical risks and trade tariffs specifically did not put a dent in NFLX's fundamental results in Q1 2025 or guidance outlook for Q2 2025. The company does not have any direct exposure to China. NFLX is guiding Q2 2025 revenue growth of 15% (17% FX neutral) and reiterated $43.5B-$44.5B in revenue for 2025. NFLX reaffirmed free cash flow guidance at $8.0B in 2025.