Evercore ISI对Netflix投下新的信任票，将该股目标价从1150美元上调至1350美元，同时维持“跑赢大盘”评级。

　　此次调升基于最新的美英市场调研及前瞻性估值模型。Netflix过去一年累计上涨83%，市值突破5040亿美元。当前股价对应2026年预期每股收益31美元的38倍市盈率，虽引发部分估值担忧，但未动摇Evercore的看涨立场。

　　Netflix在全球6500亿美元的娱乐产业中份额仍不足10%，增长空间广阔。利润率与自由现金流的持续提升或为股票回购乃至股息发放创造条件。

　　分析师特别指出，在经济承压环境下，Netflix7.99美元的广告版套餐颇具吸引力。公司将于2025年6月前推出自研广告技术平台，并预计明年广告收入翻番。

　　TD Cowen因广告套餐用户增长将目标价调至1325美元。摩根大通虽将目标价提至1220美元，却下调评级至“中性”。

　　Loop Capital保持谨慎，维持1000美元目标价，认为即便内容与广告工具强劲，估值已然偏高。

　　内容方面，Netflix将于今年晚些时候上线《芝麻街》经典剧集及全新剧集。

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