Netflix (NFLX 0.40%) has changed the media landscape, not once but twice. First it altered the way consumers rented DVDs and then it basically helped to create the streaming business. Both times it used a subscription model. And that model is what makes this company so resilient during economic downturns. It could be the perfect recession stock, but does that make it worth buying today?What does Netflix do?Netflix basically provides the software platform through which consumers can stream media. It charges ...

Wall Street fears a recession on the horizon, which has rattled the markets in 2025. The Nasdaq Composite is down 16% year to date at the time of writing.It's never easy to stay focused on the long term when a market correction strikes. But there are growing companies you can buy amid the market turmoil that could grow your savings over the next several years.The following two companies are competitively positioned for growth in digital advertising and entertainment. Here's why Reddit (RDDT 5.44%) and Netfl ...

Key Takeaways Netflix hits an all-time high of nearly $1,101, solidifying its leading position in the streaming industry. The momentum may continue with Netflix's trillion-dollar goal and rising analyst targets. Investors should tap ETFs such as FDN, FDND, FNGS, GGME and XLC to ride the surge. Netflix (NFLX) has reached a historic milestone, with its stock price soaring to an all-time high of nearly $1,101. This surge reflects the company’s robust performance and investor confidence in its growth trajecto ...

Let's face it: Investors put money to work in the stock market with a single core goal -- to achieve strong returns and grow those funds. And over the long term, a diversified portfolio can certainly do just that. Over the past two decades, the S&P 500 index has registered a 557% total return. But that is, of course, the average result from a large group of companies. Some have produced drastically better gains.For example, a $10,000 investment made exactly 20 years ago in one business that has since become ...

报告公司投资评级 - 报告将Netflix评级调整为增持，目标价上调至1,165美元，对应2025E/2026E 42.6x/35.6x市盈率 [4] 报告的核心观点 - Netflix 1Q25净利润超指引和预期，业绩发布后股价上涨，上调2025年收入和利润预测，看好其在宏观不确定环境下的增长潜力 [1] - 预计美国和加拿大市场下半年收入提速，当前收入增长受会员增长及ARM提升双驱动，自有广告平台建设推进，维持广告收入预测 [3][4] 根据相关目录分别进行总结 1季度业绩情况 - 1季度总收入105亿美元，同比增13%（汇率中性同比增16%），略超指引和市场预期，经营利润同比增27%至33亿美元，净利润29亿美元，同比增27% [2] - 公司维持2025年指引，预计收入435 - 445亿美元，同比增12% - 14%（汇率中性14% - 17%），经营利润率29% [2] 收入区域表现 - 1季度EMEA贡献38%的收入增量（4.5亿美元），亚太维持最快增速（+23%），美国&加拿大收入同比增9%，预计下半年增速回升 [3] 增长动力 - 估算1季度会员增长约450万，下半年内容旺季增长或加速，1月起多个市场提价，反映公司议价能力 [3] 广告业务 - 自有广告平台已在加拿大及美国上线，预计2025年覆盖所有广告套餐市场，维持2025年广告收入翻倍增长预测，预计2026年广告对总收入贡献提升至10%左右 [4] 财务预测及估值 - 上调2025年收入预测3%，上调全年净利润8%至117亿美元，基于DCF模型上调目标价至1,165美元 [4] 财务数据 |财年截止12月31日|2023|2024|2025E|2026E|2027E| | --- | --- | --- | --- | --- | --- | |收入（百万美元）|33,723|39,001|45,440|52,071|57,441| |同比增长（%）|6.7%|15.6%|16.5%|14.6%|10.3%| |净利润 （百万美元）|5,408|8,712|11,655|13,979|15,559| |净利润率（%）|16.0%|22.3%|25.6%|26.8%|27.1%| |摊薄每股盈利 （美元）|12.0|19.8|25.9|31.1|34.6| |市盈率（倍）|86.3|53.6|40.1|33.4|30.0| |市销率（倍）|13.8|12.0|10.3|9.0|8.1| |净资产收益率（%）|26.3%|35.2%|37.5%|39.1%|38.6%|[5]

Key Takeaways Netflix shines with strong Q1 results, up 23.7% year to date, defying the broader tech slump. Tesla struggles, falling 31.6% year to date, as earnings miss and analyst concerns pile up. Netflix's lower P/E and strong FCF suggest it's undervalued vs. Tesla, signaling growth potential.Shares of the Magnificent Seven (Mag 7) — NVIDIA (NVDA) , Apple (AAPL) , Alphabet (GOOGL) , Amazon (AMZN) , Meta (META) , Microsoft (MSFT) and Tesla (TSLA) — are under pressure this year, as trade tensions, AI di ...

The streaming media leader has a bright future.It's been a rough year for many stocks as the Trump administration's unpredictable tariffs, the escalating trade war, sticky inflation, and other headwinds rattled the markets. However, one stock that bucked that downturn was Netflix (NFLX 4.48%), which rallied nearly 90% over the past 12 months as it dazzled the bulls with its robust growth rates. Let's see why Netflix kept expanding in this challenging environment -- and whether its stock is still worth buyin ...

金十图示：2025年04月25日（周五）全球主要科技与互联网公司市值变化 | 台棋电 | 8515 | ↑ 4.04% | 164.18 | | --- | --- | --- | --- | | 特斯拉 | 8358 | 1 3.5% | 259.51 | | 腾讯 | 2581 | + -0.23% | 61.29 | | 奈飞 | 4667 | 1 4.5% | 1096.87 | | 甲骨文 | 3856 | ↑ 4.65% | 137.51 | | SAP SAP | 3224 | ↑ 0.76% | 273.55 | | 阿里巴巴 EL | 2862 | 1 0.27% | 119.29 | | ASML 阿斯麦 | 2654 | ↑ 2.59% | 675 | | 一星 | 2567 | 1 0.27% | 38.92 | | 赛富时 | 2543 | 1 5.68% | 264.7 | | Palantir | 2527 | 1 6.9% | 107.78 | | cisco 思科 | 2239 | ↑ 1.19% | 56.29 | | IEM IBM | 2126 | + -6.58% | ...

文章核心观点 当地时间4月24日美股三大指数集体上涨，科技股和中概股多数上涨 ；美国考虑多种对华关税方案，立场未软化；美联储官员称失业率大幅上升将支持降息，美联储政策路径取决于关税对通胀与需求的影响 [1][2][4][5] 美股市场表现 - 当地时间4月24日美股三大指数齐涨，道琼斯指数涨1.23%，纳斯达克指数涨2.74%，标普500指数涨2.03% [2] - 热门科技股集体大涨，奈飞涨4.5%创历史新高，英伟达涨3.62%，特斯拉涨3.5%，微软涨3.45%，亚马逊涨3.29%，Meta和谷歌涨超2%，苹果涨1.84% [2] - 美股芯片股走强，费城半导体指数上涨5.63%，微芯科技涨12.38%，安森美半导体涨超9%，超微电脑涨8.84%等 [2] - 热门中概股多数上涨，纳斯达克中国金龙指数涨0.68%，小马智行涨39.41%，蔚来涨超6%等；好未来跌超18%，京东下跌3.25% [2] 中概股公司动态 - 4月23日小马智行在上海车展首发第七代车规级自动驾驶软硬件系统方案，三款第七代Robotaxi家族量产车型首次展出，自动驾驶套件总成本较前代下降70%，可实现100%车规级零部件搭载 [3] 美国关税政策 - 美方高级官员透露特朗普政府考虑多种对华关税方案，一是关税税率降至约50% - 65%；二是“分级方案”，对所谓“对美国国家安全不构成威胁”商品征35%关税，对“对美国国家利益具有战略意义”商品关税至少100% [4] - 当地时间4月22日特朗普表示将“大幅降低”对中国高额关税，但白宫新闻秘书称立场“没有软化” [4] - 4月24日外交部发言人郭嘉昆回应称，若美方想对话解决问题，应放弃极限施压，在平等、尊重、互惠基础上同中方对话 [4] 美联储政策 - 当地时间4月24日美联储理事克里斯托弗·沃勒警告特朗普引发的贸易战可能致失业率上升，若失业率大幅上升将支持降息，劳动力市场严重恶化预计很快会有更多降息 [5][6] - 特朗普曾多次施压美联储降息，美联储主席鲍威尔表示不会屈从政治压力，将重点考虑对抗通货膨胀 [6] - 中金公司研报认为美联储政策路径取决于关税对通胀与需求的相对影响，考虑两种情形，一是谈判无实质进展，7月开始降息，全年累计降息100个基点；二是谈判取得成果，12月小幅降息一次 [6]

Netflix (NFLX) has set its sights on an ambitious target that has caught the attention of investors worldwide: doubling its revenues by 2030 and achieving a $1 trillion market capitalization. This bold declaration comes on the heels of the streaming giant's impressive first-quarter 2025 performance, which saw the company beat earnings expectations with $6.61 per share, exceeding the Zacks Consensus Estimate by 16.17% and jumping 54.8% year over year. (Read More: Netflix Q1 Earnings Beat, Revenues Rise Y/Y o ...