摩根士丹利：奈飞-少即是多？维持增持，首选股

April 21, 2025 12:31 AM GMT Netflix Inc | North America Less Is More? Remain OW, Top Pick | What's Changed | | --- | Netflix Inc (NFLX.O) From To Price Target $1,150.00$1,200.00 Reaction to earnings Strengthens our thesis Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS The first quarter without reporting net adds forces us, to some extent, to see the bigger picture in its results. Netflix, as measured in quarters, is a pr ...