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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
Alicia Reese ... (+3)
  • Alicia Reese
  • Kade Barr
  • Michael Pachter
Dan Salmon
  • Dan Salmon

Netflix (NFLX, Neutral, target increases to $900 from $785) Raising es...

What’s New: Our target price increases to $900 from $785 on higher estimates and valuation.

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

Netflix (NFLX, Neutral, $785 target) First Take: Broad-based strength ...

What’s New: In our first take on tonight’s results, we dig into: 1. 4Q beats big, 2025 guide raised, 1Q25 guidance mixed 2. Ad revenue outperforms in 4Q24, doubles in 2024, to double again in 2025 3. UCAN price increase finally arrives 4. More visibility on Games and Live Sports strategy 5. Margins, FCF and capital return all remain solid

Dan Salmon
  • Dan Salmon

Netflix (NFLX, Neutral, $785 target) NFLX #1 Question: Can the Ad bus...

As the impact of paid sharing fades and membership figures will no longer be reported, we think the #1 question going into 2025 for NFLX is whether it can achieve or beat management guidance for ad revenue to double this year.

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