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大行評級|摩根大通:上調奈飛目標價至1150美元 上調今明兩年盈測
格隆匯 01-23 15:37
摩根大通發表報吿指,奈飛新一年中走勢強勁,受益於極具吸引力的內容陣容、會員家庭的參與度增加以及健康的留存率。公司在美國等主要市場上提高了價格,同時廣吿業務也從起步階段逐步進入發展階段。這些因素共同推動了奈飛的增長。該行將奈飛的目標價由1000美元升至1150美元,相當預測2026財年市盈率38倍,評級“增持”。 該行指,預計奈飛於2025年和2026年,撇除外匯影響的收入增14%,經營收入增長22%,每股收益增長23%,自由現金流增長27%,認為這些增長預期支持了奈飛的高估值。該行亦上調了公司今年經調整每股盈利預測由22.78美元升到25.29美元,將明年經調整每股盈利預測由27.23美元升到30.11美元。
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