奈飞股价在盘前交易中重挫10%，摩根士丹利认为这主要归因于公司发布的第二季度业绩指引以及未上调2026财年预期。分析师在研究报告中指出："我们认为这可以解释为美国地区涨价的时间安排（通常需要2-3个月才能完全显现效果，同时还要考虑到去年同期的涨价基数）以及年初时惯有的保守倾向。"他们建议投资者应趁此下跌机会买入。
尽管分析师预计关于用户参与度的讨论仍会持续，但他们表示令人鼓舞的是，第一季度观看时长保持了与2025年下半年相似的增长速率，尤其考虑到近期Peacock/NBC平台转播的冬奥会带来了长达17天的激烈流媒体竞争。分析师补充道，与此同时，奈飞的广告业务仍在持续扩张，并未显现出宏观经济疲软的迹象。
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