Morgan Stanley names Netflix top media stock, replaces Disney, with 30% upside potential to $1,150

From Financial Modeling Prep: 2025-04-08 16:29:00

Morgan Stanley picks Netflix as top media and entertainment stock, replacing Disney. Overweight rating reaffirmed with 30% upside potential to $1,150 price target. Ad revenue expectations slightly lowered for 2025, with subscription growth driving core revenue. First-quarter results expected to show 3.4 million new users. Viewer engagement data shows strong global demand for Netflix content.



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