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《大行報告》高盛:Netflix(NFLX.US)增長遠遜預期 投資者關注競爭強度
阿思達克 04-21 12:29
串流視像服務商Netflix(NFLX.US)昨晚股價下瀉35.1%收226.19美元。高盛發報告表示,預計市場將對Netflix今年首季度盈利報告產生負面反應,因當前期間增長(訂戶和收入)和今年第二季度增長均遠弱於投資者的預期,指Netflix於去年推出《魷魚遊戲》取得成功及股價見頂後,近期表現跑輸。 該行指,Netflix公佈上一個財季業績時,被市場視爲迅速被重新估值爲一個增長主題,該行認爲未來要取決於Netflix管理層對收益的最新看法,該行預計市場可能會進一步下調預測,並預期投資者將關注公司未來增長軌跡、競爭強度和現金流情況。 高盛表示,暫維持對Netflix「中性」投資評級及目標價420美元。 此外,瑞銀於本週二(19日)下調對Netflix投資評級由「買入」降至「中性」,將目標價由575美元降至355美元,指關注其所面對競爭趨升及宏觀經濟挑戰。
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