奈飞周一获得高盛的积极评级。该投行指出，在与派拉蒙天空之舞就华纳兄弟的争端结束后，奈飞的营收前景改善、资本回报率提高，且发展路径更加清晰。
高盛将奈飞的评级从“中性”上调至“买入”，并将目标价上调20%至120美元，意味着约26% 的上涨空间。
分析师埃里克·谢里丹表示，得益于其广告业务和计划中的订阅价格上调，这家流媒体公司未来三到四年可能实现两位数的营收增长。
谢里丹还认为，在内容支出保持纪律性的支持下，未来三年每年的GAAP营业利润率有望扩大约250个基点。他补充说，奈飞可能在未来五年内通过资本回报向股东返还其市值的20%至25%。
奈飞计划于4月16日收盘后公布第一季度业绩。华尔街预期其非GAAP每股收益为0.77美元，营收为121.7亿美元。高盛此次评级上调之际，该股继续受到关注盈利增长和现金回报的投资者的支持。
责任编辑：张俊 SF065
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