大行评级丨摩根大通:下调奈飞评级至“中性” 剔出美股分析师焦点名单

格隆汇APP
20 May

摩根大通发表报告,下调对奈飞的投资评级,由“增持”降至“中性”,基于显著的股价上升及跑赢大市,相信该股风险回报已变得更为平衡。该行将奈飞剔出美股分析师焦点名单,目标价则由1150美元上调至1220美元,相当于预测明年市盈率40倍及明年每股自由现金流预测45倍。

该行指,奈飞股价正处历史高位,相当于明年预测市盈率39倍明年每股自由现金流预测44倍,可能已反映2025年指引上望空间。该股亦被视为防守股,但若关税及宏观忧虑持续纾缓,预期资金流向其他科网股及其他表现落后股份。该行亦指,夏季为季节性公司增长较慢月份,继《Upfront》推出后,短期催化剂或较少,纵使第三季节目内容吸引。

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