FMP
May 17, 2024 2:44 PM - Davit Kirakosyan
Piper Sandler analysts reiterated their Neutral rating and a $600 price target on Netflix (NASDAQ:NFLX) stock. The analysts attended Netflix’s recorded Upfront presentation and management Q&A in New York, leaving with a better understanding of Netflix’s advertising opportunities, especially the value proposition to advertisers.
The analysts found the announcements regarding programmatic partnerships and the internal ad stack to be positive additions to the company's narrative. Management's continued focus on driving scale, now at 40 million monthly active users, was evident, but the event also provided more clarity on plans to monetize increasing inventory levels. On the content front, sports, particularly live events and sports-adjacent content, stood out significantly.
The analysts noted that this is still the early phase of a multi-year journey with the broader goal of driving engagement, revenue, and profits.
Oct 31, 2023 8:03 AM - Parth Sanghvi
Free cash flow to the firm (FCFF) and free cash flow to equity (FCFE) are two of the most important metrics used in financial modeling. Both metrics measure the amount of cash that is available to a company's shareholders and creditors, but there is a key difference between the two. FCFF measures...
Nov 25, 2023 6:39 AM - Parth Sanghvi
Choosing the Right Valuation Method: DCF vs. Comparable Companies Analysis Introduction: Valuation methods play a pivotal role in determining the fair value of a company, aiding investors in making informed investment decisions. Two commonly used methods, DCF Valuation and Comparable Companies A...
Dec 23, 2023 2:19 AM - Parth Sanghvi
Introduction: Discounted Cash Flow (DCF) analysis stands as a cornerstone in valuing investments, yet its efficacy is contingent upon various assumptions and methodologies. While a powerful tool, DCF analysis comes with inherent limitations and challenges that investors must acknowledge to make i...