Netflix tus nqi kwv yees: BofA Securities pom 45% upside

Shares ntawm Netflix Inc (NASDAQ: NFLX) tau ntim ntau dua 25% hauv ob lub hlis, tab sis Bank of America Securities hais tias cov tswv lag luam tau txais kev kho mob hauv lub hlis tom ntej.

Schindler piav qhia vim li cas nws thiaj li bullish ntawm NFLX

BofA's Nat Schindler rov hais dua nws "yuav" kev ntaus nqi ntawm Netflix tag kis no nrog tus nqi hom phiaj ntawm $ 750 uas sawv cev rau 45% upside ntawm no. Ntawm CNBC's "The Exchange", tus kws tshuaj ntsuam laus tau hais tias:

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Kuv ntseeg hauv Netflix ntawm lub sijhawm no, thiab kuv ntseeg tias cov neeg ua raws li cov ntsiab lus. Cov ntsiab lus nthuav tawm tau loj heev hauv Q4, thiab nws yuav loj dua hauv Q1 thiab Q2. Thiab qhov ntawd yuav tsum tau tsav ntau tus neeg kom saib Netflix.

Schindler kwv yees me ntsis qis dua 30 lab tus neeg siv tshiab rau streaming loj xyoo no. Hauv nws lub quarter kawg tshaj tawm, Netflix yeej rau cov neeg siv tshiab los ntawm ntau dua ib nrab lab. Lub tuam txhab nyob hauv California tau teem sijhawm tshaj tawm nws cov txiaj ntsig Q4 tom qab lub lim tiam no.  

Kev sib tw tsis yog kev hem thawj rau Netflix

Netflix tau nce nws cov nqi ntau nyob rau lub hlis tsis ntev los no, tseem, Schindler tsis pom cov nyiam HBO Max ntau npaum li qhov kev hem thawj rau Netflix. Nws hais tias:

Kuv tsis ntseeg tiag tiag hauv kev sib tw ntawm no. Yog vim li cas, tib neeg tsis saib channel ntxiv lawm. Lawv saib yeeb yam. Yog tias koj xav saib Cov Dab Tsi txawv, HBO Max yuav tsis pab koj. Tus nqi ntawm cov ntsiab lus ntawm Netflix piv rau Disney lossis HBO Max, nws tsis txawm nyob ze. 

Raws li BofA Securities tus kws tshuaj ntsuam xyuas, cov neeg siv khoom yuav hloov mus rau cov neeg sib tw zoo li HBO Max ib ntus, tab sis kev tuav pov hwm yuav yog ib qho teeb meem rau lwm lub tuam txhab streaming txij li Netflix tau muab ntau ntau ntawm tus nqi zoo nkauj tib yam.

Netflix tseem tab tom tsim los ua thawj zaug hauv kev ua si uas Schindler pom tias yog lwm qhov ua tau rau cov khoom lag luam.