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What 5 Top Netflix Analysts Are Saying Before Earnings

What 5 Top Netflix Analysts Are Saying Before Earnings

Netflix, Inc. (NASDAQ: NFLX) is scheduled to announce its first quarter financial results on Wednesday. Here are what top firms expect from the earnings report.

The Street is expecting EPS of $0.68, while Estimize users are expecting $0.78.

Analysts at Cantor Fitzgerald expect the company to report solid results, "with healthy growth across both U.S. and international markets. Given Netflix's significant global subscriber growth potential, improving original content slate, ability to raise prices over time and recent headlines around unbundling," the analysts remain positive on the company, which they categorize as "the original OTT disruptor."

The firm expects EPS of $0.71.

Related Link: Netflix Bandwagon Fully Loaded Ahead Of Q1 Earnings

MKM Partners also projects strong results and outlook, and "would continue to own the stock into the report," a recent research note assures. The analysts model EPS of $0.68.

Citi also weighed in on the upcoming announcement. Analysts recently tweaked their full year revenue estimates "to account for the timing of international market launches and slightly more seasonality in subscriber growth," but maintained first quarter projections. The analysts expect EPS of $0.89 for the first quarter and core EPS of $3.66 for the full year.

Morgan Stanley expects EPS of $0.56, down from a previous $0.59. However, they remain Overweight "based on original programming traction and scale from its global content strategy. While FX trims int'l estimates, 30% growth in streaming time per sub in 1Q15 increases conviction in pricing power and we bump up long-term ARPU growth," a report issued Monday explained.

Related Link: If Netflix Beats Expectations The Stock Will…

UBS expects first quarter EPS of $0.54, down from a previous estimate of $0.56. Their "compelling investment thesis" is based on the belief that Netflix is a "(1) a unique play on global online video growth; (2) has sufficient scale to sustain business model even in the face of any irrational behavior by competitors / content suppliers; (3) its scale advantages are only widening; (4) has an advantaged, differentiated competitive position; and (5) an attractive business model."

Latest Ratings for NFLX

Sep 2020KeyBancInitiates Coverage OnOverweight
Sep 2020Raymond JamesReinstatesMarket Perform
Sep 2020Truist SecuritiesMaintainsBuy

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