-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、将来のTEV/EBITDA倍率28.5倍に基づき、目標株価を115ドルに据え置きます。これは、過去3年間の平均32.5倍、過去5年間の平均32.1倍と比較したものです。2026年第1四半期の好調な業績と、季節的な要因で業績が低迷する2026年第2四半期を考慮し、2026年のEPS予想を0.60ドル引き上げ3.75ドルに、2027年のEPS予想を0.20ドル引き上げ4.00ドルとします。売上高予想は、2026年が512億ドル（前回から変更なし）、2027年が562億ドル（前回570億ドル）です。株価は、季節的に低迷する2026年第2四半期の業績見通しが弱まり、売上高が122億ドル、粗利益率が縮小し、年間最低水準となることから、下落すると予想されます。NFLXの株価の動きは、過去数週間の株価の急上昇の後に起こっています。まず、WBD買収合戦から撤退するという発表があり、次に、NFLXのような成長株に有利な株式市場全体の上昇が、私たちの見解です。NFLXが成長株であるかどうかが重要な議論であり、オーガニック売上高成長率は10%台半ばで、利益率の拡大が収益性の向上を牽引しています。
Related Articles
Asia
Axis Bank's Consolidated Net Profit Rises in Fiscal Q4; Shares Down 3%
Axis Bank (NSE:AXISBANK, BOM:532215) consolidated net profit increased to 76.0 billion Indian rupees in the quarter ended March 31, against 74.8 billion rupees a year ago, according to a Saturday filing to the Indian stock exchanges.The banks' shares were down over 3% in Monday's trade.Earnings per share climbed to 24.33 rupees compared with the year-ago figure of 24.01 rupees.Interest earned by the lender in fiscal Q4 also grew year on year to 341.7 billion rupees from 324.5 billion rupees a year earlier.The board of directors recommended a dividend of 1 rupee per share for the financial year ended March 31.
$BOM:532215$NSE:AXISBANK
Research
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Newmont Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $3 to $153, assuming an EV/EBITDA of 7.0x our 2027 EBITDA estimate, above NEM's three-year average forward EV/EBITDA of 6.5x and above peers' 6.0x. We raise our 2026 EPS estimate by $1.67 to $10.31 and our 2027 EPS forecast by $2.09 to $12.89. Newmont remains on track to deliver its 2026 guidance of 5.3 million gold ounces, though management characterizes 2026 as a trough year due to planned mine sequencing at several operations. The company is well-positioned for production growth beginning in 2027, with a longer-term outlook of approximately 6 million ounces of gold and 150,000 tonnes of copper annually. Key growth drivers include completion of Tanami Expansion 2 (2H 2027), ongoing development of Cadia panel caves, and the Ahafo North ramp-up. NEM's world-class portfolio, coupled with robust free cash flow generation in a supportive gold price environment, supports sustained capital returns through its enhanced capital allocation framework.
$NEM
Asia
Aye Finance's Consolidated Profit Jumps in Fiscal Q4; Shares Up 4%
Aye Finance's (NSE:AYE, BOM:544699) consolidated profit rose sharply to 859.1 million Indian rupees in the fiscal fourth quarter ended March 31, from 407.0 million rupees a year ago.The financial services company's earnings per share came in at 3.85 rupees from 2.09 rupees a year ago, according to a Monday filing to the Indian bourses.Revenue from operations in fiscal Q4 also increased to 5.28 billion rupees from 4.09 billion rupees a year ago.The company's shares were up over 4% in recent trade.
$BOM:544699$NSE:AYE