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<Research> G Sachs Raises Netflix (NFLX.US) TP to USD120, Upgrades to Buy
G Sachs said in a research report that ahead of Netflix (NFLX.US)s upcoming 1Q26 earnings release, it reviewed current industry data, focusing on third-party data and trends in Ne...
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<Research> G Sachs Raises Netflix (NFLX.US) TP to USD120, Upgrades to Buy
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G Sachs said in a research report that ahead of Netflix (NFLX.US)      s upcoming 1Q26 earnings release, it reviewed current industry data, focusing on third-party data and trends in Netflixs content slate. The broker upgraded Netflix from Neutral to Buy and lifted its 12-month TP from USD100 to USD120, implying around 26% upside from the current level. It believes that at the current price, Netflix offers a more attractive risk-reward profile.

Looking ahead, G Sachs expects the company to continue executing its strategic roadmap. In terms of capital allocation, this includes sustaining leadership across the broader media industry in content acquisition and development (while continuously increasing investment in live entertainment, creators, user-economy content and gaming), as well as maintaining room to deliver excess, long-term capital returns to shareholders.

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G Sachs believes that growth in paid subscribers, average revenue per membership (ARM), and advertising revenue will jointly drive a sustained high-teens percentage CAGR in revenue over the next three to four years. Over the next three years, through moderating cash content spending growth and strict control of overall operating expenses, the company is expected to generate stable operating leverage (with GAAP operating margin expanding by about 250 bps annually) and maintain a healthy free cash flow conversion rate (around 70% to 75% of adjusted EBITDA).

The broker expects Netflix to resume normal share repurchase activity and proposes a reasonable plan to repurchase shares equivalent to about 20% to 25% of its current market capitalization over the next five years. (hc/w)(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)



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This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.

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