招商证券国际发表研究报告指，奈飞第二季收入111亿美元，按年增长16%(第一季增长13%)表现超乎预期，收入持续强劲增长，利润率扩大，营运利润高出3%。该行又指，价格调整下持续带来连锁效益，包括上半年对美国、英国、阿根廷、葡萄牙、法国的价格上调，强劲的订单管道将推动下半年表现。受外汇顺风助力，奈飞上调全年收入预测约2.2%(中间值)，至448亿至452亿美元。 该行认为，奈飞因其低价定位及巨大的市场潜力，具备防守型增长特性；此外，其强劲的第二季表现，持续的内容实力赋予定价能力，故将上调了奈飞盈利预测，目标价上调至1423美元，评级“买入”。长期看涨情境下，奈飞股价达2000美元是可行的，受到预计13%的收入年复合成长率(CAGR)及持续的营运利润率扩张支持，与管理层的愿景展望一致。
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