美银证券发表报告指,奈飞首季业绩稳健,略胜该行预测及公司指引。该行将2026财年第二季收入预测由125.9亿美元下调至125.8亿美元,营运收入预测由43.1亿美元下调至41.1亿美元,以反映公司指引。对于2026全年,该行将收入预测由512.8亿美元小幅上调至513.7亿美元,营运收入预测亦由161.8亿美元上调至162亿美元。美银重申奈飞“买入”评级及125美元目标价,其股价将受惠于订户数及盈利持续向好的势头,广告业务及直播业务也拥有广阔空间。
美银证券发表报告指,奈飞首季业绩稳健,略胜该行预测及公司指引。该行将2026财年第二季收入预测由125.9亿美元下调至125.8亿美元,营运收入预测由43.1亿美元下调至41.1亿美元,以反映公司指引。对于2026全年,该行将收入预测由512.8亿美元小幅上调至513.7亿美元,营运收入预测亦由161.8亿美元上调至162亿美元。美银重申奈飞“买入”评级及125美元目标价,其股价将受惠于订户数及盈利持续向好的势头,广告业务及直播业务也拥有广阔空间。
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