Wall Street is largely held by Netflix and its noble growth ambitions before the income of the company’s first quarter. The streaming giant is launching a season of vital profits for the actions of Megacap technology, which have been under pressure as testing markets for price uncertainties. Netflix is distinguished, however, because its shares jumped 7.9% this year while the wider market dropped approximately 10.3%. The stock has increased by more than 55% in the last 12 months. The company is expected to declare its financial results after closing the market on Thursday. Several analysts consider Netflix as a stock largely resistant to recession given its solid competitive gap and its subscription -based service, which is not directly affected by the American prices or samples from other countries. Netflix aims to reach a market capitalization of $ 1 Billion of $ 1 and double its income by 2030, according to the Wall Street Journal earlier this week – and this added to the optimism of analysts on the stock. Actions increased by 4.7% this week alone. Large Wall Street companies think that Netflix’s long -term prospects are realistic. However, concerns remain concerning the position of the company in a competitive streaming environment and its resilience in the face of a potential recession, because pressure on discretionary expenses of consumers could weigh on the growth of the subscription. Netflix’s demand should remain strong, but analysts take care of other growth opportunities, especially in advertising – when the company reports. In the first quarter, analysts interviewed by LSEG expect Netflix’s profits to $ 5.72 per share, up 8.2% compared to the same period of the previous year. They provide for a turnover of 10.518 billion dollars, reflecting growth from one year to the other of 12.2%. In the fourth quarter, the company posted a profit of $ 4.27 per share on a turnover of $ 10.25 billion, easily beating high and low estimates while adding a record of 19 million subscribers to the 300 million remunerated members. Netflix no longer reports the number of quarterly paid sub-abuses. A stable stream in the midst of jerky water analysts has become more bruised on Netflix actions before profits. Bank of America’s analyst, Jessica Reif Ehrlich, said that the newspaper’s report validates the company’s already optimistic investment thesis on the “Ample track of Netflix for future growth in 2030”, motivated by subscribers and continuous profile gains as well as opportunities for advertising and live content. It reiterated its purchase rating and its price target of $ 1,175, which implies a potential of 22.2% of the fence on Wednesday. Ehrlich is one of several analysts who highlighted the limited exposure of Netflix to current macroeconomic concerns. “In the midst of the volatility of the recent market, the solid Netflix subscription model with critical entertainment (which has historically performed well in recession) made action a defensive choice for investors and motivated outperformance compared to other technological companies / MAG 7”, wrote Ehrlich in a note from Tuesday to customers, calling society “a stable flow in the middle of agitated waters”. “Supported by its world class brand, the main global subscriber base, the position as an innovator and increased visibility in growth engines, we believe that Netflix should continue to surpass,” she added. Oppenheimer’s analyst Jason Helfstein also reiterated his outperformance note and its price target of $ 1,150. He expects Netflix to boast of resilient income and operating income, and said that his rating received “no commercial exposure or a significant impact of an American / world recession”. Helfstein analyst and Rosenblatt Barton Crockett noted that if a serious economic slowdown could strike advertising, Netflix streaming activities should stay healthy because individuals have historically spent more time watching television during American recession periods. Crockett said: “If a recession arrives, we expect Netflix subscribers to be sticky because Netflix is a home stay for a cheap diversion, of the type that has resisted in past recessions. And Netflix has a pricing lever, suggesting that it could transmit tariff increases if other countries / regions like the EU. Trump in goods. ” Wall Street Shops subscription opportunities provide that Netflix will continue to see more users compete in its streaming service, adding to the solid number of subscribers of the company. Ehrlich and Jefferies analyst by Bank of America, James Heaney, remains optimistic about the fact that changes in level and prices supported by Netflix advertising will support the growth of the subscription in the coming years. Netflix increased its prices in all subscription plans in the United States in January – affecting the plan funded by advertising, the standard plan and the premium plan – after the last increase in its prices in October 2023. The company introduced its level funded by advertising in November 2022 after seeing a slowdown in the addition of net members. “We see a growth in short -term subscribers from the repression of password sharing and the new level funded by advertising, with longer -term growth from price increases and advertising activity of several billion dollars,” wrote Heaney in a note on Monday. “We are not planning a major sub-communo (even in a slowdown) because the level (advertising based on demand advertising) at $ 7.99 / month gives consumers a negotiation option and even the premium level remains a limited part of global budgets.” NFLX 1Y Mountain Netflix Stock Performance. Analysts also ensure commitment parameters such as vision hours, as Netflix’s next report will be the first to exclude quarterly subscription numbers. BMO capital markets, Brian Pitz, said that engagement is increasing at a healthy level, fueled by artificial intelligence, personalization and a mixture of convincing content. UBS analyst John Hodulik expects a strong commitment to the first quarter motivated by the best titles in Netflix. “We believe that the subscriber’s record performance flow and subscribers increases will increase the growth of the year while the return of several key franchises, notably Stranger Things, Squid Games and Wednesday, supports the momentum,” Hodluik wrote in a note to customers this week. He has a purchase rating and a price of courses of $ 1,140 on Netflix shares. The potential advertising activity of Netflix is the key to the long -term objectives of the company, one of which is to earn around $ 9 billion in world announcements by 2030, according to the newspaper. Advertising revenues contributed to only 4% of Total Netflix income in the fourth quarter. Keybanc Capital Markets Justin Patterson analyst is an analyst who consults Netflix grass advertising activities as a launch ramp for larger income opportunities. “Netflix has evolved towards monetization that the history of members, and the six years (compound annual growth rate) for members and income imply larger contributions from monetization initiatives (including advertising reaching $ 9 billion, ~ 11.5% of income),” wrote Justin Patterson in a note on Monday. “We consider these objectives as questions of questions and answers redirect around a potential slowdown and the next steps to evolve the activity of ads (which includes the attraction of direct response budgets).” Patterson kept his overweight note on the stock forward of income. Heaney de Jefferies sees “a lot of track” to come in the advertising activities of Netflix. He stressed that Netflix is on the right track to launch its own stack of internal advertising technology in the United States, which, according to him, should meet the targeting needs of advertisers. He said that the long term, the increase in announcements and filling rates, or the percentage of times that an advertisement is completed by an advertising network should take care of this track. Bank of America and UBS are also optimistic about Netflix’s long -term advertising opportunity, even in a potentially softer advertising environment. HODULIK D’UBS lowered its estimates of the first quarter announcement from 5 to 10%, but said that the overall income risks are limited given the low global exposure to Netflix advertising. “We always see a path for the growth of two-digit income even if AD takes more time to evolve,” he said. “The advertising activity of Netflix, which is emerging, should be an incremental, not negative positive, even in a more difficult advertising context,” Ehrlich told Bank of America. Get your Pro Live ticket join us on the New York Stock Exchange! Uncertain markets? Win an advantage with CNBC Pro Live, an exclusive and inaugural event on the historic New York Stock Exchange. In today’s dynamic financial landscape, access to expert information is essential. As a CNBC Pro Auto, we invite you to join us for our first exclusive event and in person CNBC Pro Live in the emblematic NYSE on Thursday, June 12. 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Analysts are optimistic about the results of the first quarter of Netflix after the company has set 2030 noble objectives
