花旗下调奈飞目标股价

环球市场播报07-09

　　花旗分析师表示，尽管奈飞表现不尽如人意，但他们“仍持乐观态度”。

　　“5月份，管理层曾暗示可能推出新的会员层级。这可能使奈飞能够更有效地进行市场细分，有助于营收增长并重新激发投资者的兴趣，”花旗在报告中写道。“我们认为，并购有助于巩固奈飞的知识产权，这应能提升用户参与度并改善经营杠杆。”

　　花旗列举了该流媒体平台收视率趋于平缓、公司可能进行并购，以及股东对半导体板块的兴趣等因素，这些都可能对奈飞的股价构成压力。

　　不过，分析师认为奈飞第二季度的盈利将与市场预期一致，营收约为125.7亿美元，营业利润约为41.1亿美元，每股收益为78美分。分析师还预计，该流媒体平台第三季度的业绩及2026财年的展望将与指引保持一致。

　　“我们将目标估值倍数从2027年每股收益的28倍下调至25倍，以反映超大规模企业之间的估值倍数压缩。因此，我们的目标价从115美元下调至100美元，”花旗总结道。

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class=\"meta\">\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>　　花旗分析师表示，尽管<span><a href=\"https://laohu8.com/S/NFLX\">奈飞</a></span><span></span>表现不尽如人意，但他们“仍持乐观态度”。</p>\n<p>　　“5月份，管理层曾暗示可能推出新的会员层级。这可能使奈飞能够更有效地进行市场细分，有助于营收增长并重新激发投资者的兴趣，”花旗在报告中写道。“我们认为，并购有助于巩固奈飞的知识产权，这应能提升用户参与度并改善经营杠杆。”</p>\n<p>　　花旗列举了该流媒体平台收视率趋于平缓、公司可能进行并购，以及股东对半导体板块的兴趣等因素，这些都可能对奈飞的股价构成压力。</p>\n<p>　　不过，分析师认为奈飞第二季度的盈利将与市场预期一致，营收约为125.7亿美元，营业利润约为41.1亿美元，每股收益为78美分。分析师还预计，该流媒体平台第三季度的业绩及2026财年的展望将与指引保持一致。</p>\n<p>　　“我们将目标估值倍数从2027年每股收益的28倍下调至25倍，以反映超大规模企业之间的估值倍数压缩。因此，我们的目标价从115美元下调至100美元，”花旗总结道。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-09/doc-inihfihx8556116.shtml\">环球市场播报</a> 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