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Alicia Reese ... (+4)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
  • Scott Devitt
Dan Salmon
  • Dan Salmon

Netflix 1Q25 Update: Steady in the Storm, target to $975

Our target price increases to $975 from $900 on higher estimates and valuation.

Dan Salmon
  • Dan Salmon

Netflix (NFLX, Neutral, $900 target) First Take: Potential recession ...

In our first take on tonight’s results, we dig into: Long-term outlook: leaked memo is real but aspirational, not a five-year forecast Short-term: tracking above 2025 guide, ads still expected to double, UCAN re-accel Pricing power solid in face of potential macro headwinds – France price hiked International production could be a ballast against digital services taxes

Alicia Reese ... (+3)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
Alicia Reese ... (+4)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
  • Scott Devitt
Wedbush Research
  • Wedbush Research
SGI SOMNIGROUP INTERNATIONAL INC
W WAYFAIR INC.
KMX CARMAX INC.
WSM WILLIAMS-SONOMA INC.
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNRO MONRO INC
LOW LOWE'S COMPANIES INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HD HOME DEPOT INC.
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
DKS DICK'S SPORTING GOODS INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BMRN BIOMARIN PHARMACEUTICAL INC.
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
AXTI AXT INC.
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ORLY O'REILLY AUTOMOTIVE INC.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PRPL PURPLE INNOVATION
RH RESTORATION HARDWARE INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
ASO INC.
FUBO ACADEMY SPORTS AND OUTDOORS
TVTX FUBOTV
PLTR TRAVERE THERAPEUTICS INC
WOOF PALANTIR TECHNOLOGIES
PLTK PETCO HEALTH AND WELLNESS
RBLX PLAYTIKA HOLDING
RMBL ROBLOX
STX RUMBLEON INC
ARHS SEAGATE TECHNOLOGY HLDGS PLC
GFS ARHAUS INC
EWTX GLOBALFOUNDRIES INC
EDGEWISE THERAPEUTICS INC
 PRESS RELEASE

Edwards Lifesciences to Present at the TD Cowen 45th Annual Health Car...

IRVINE, Calif.--(BUSINESS WIRE)-- Edwards Lifesciences Corporation (NYSE: EW) today announced it will participate in the TD Cowen 45th Annual Health Care Conference on Tuesday, Mar. 4, 2025. Scott Ullem, chief financial officer, is scheduled to present at 9:50 a.m. ET. A live webcast of the presentation will be available on the Edwards Lifesciences investor relations website at , with an archived version accessible later the same day. About Edwards Lifesciences Edwards Lifesciences is the leading global structural heart innovation company, driven by a passion to improve patient lives. Th...

Alicia Reese ... (+3)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
 PRESS RELEASE

Edwards Lifesciences to Host Earnings Conference Call on February 11, ...

IRVINE, Calif.--(BUSINESS WIRE)-- Edwards Lifesciences (NYSE: EW) plans to announce its operating results for the quarter ended December 31, 2024 after the market closes on Tuesday February 11, 2025, and will host a conference call at 5:00 p.m. ET that day to discuss those results. To participate in the conference call, dial (877) 704-2848 or (201) 389-0893. The call will also be available live and archived on the “Investor Relations” section of the Edwards website at . About Edwards Lifesciences Edwards Lifesciences is the leading global structural heart innovation company, driven by a ...

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