Wall Street Lunch: Netflix Draws Bullish Backing As Ad Revenue Seen Doubling To $3B

Wall Street Lunch: Netflix Draws Bullish Backing As Ad Revenue Seen Doubling To $3B

Netflix (NFLX) is emerging as a lower-volatility business with expanding advertising potential. Morgan Stanley and Wedbush both reiterated bullish views and raised their price targets.

Netflix Q1 Preview: Revenue at $12.16B, 15% Growth

Netflix enters Q1 with a clearer narrative after shelving the Warner Bros. Discovery acquisition, shifting investor attention toward fundamentals and growth drivers. The company reiterates a Q1 revenue target of $12.16 billion, about 15% higher than a year earlier, and an EPS of $0.76, while guiding full-year revenue of $50.7–$51.7 billion and a 31.5% operating margin (up from 29.5% in 2025). The message also notes the resumption of its buyback …