Sterne Agee CRT Remains Sidelined on Netflix (NFLX) Following a Mixed 4Q

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Netflix (NFLX) Gives Up Gains as Domestic Slowdown, Cash Needs Overshadow Booming International Growth

January 20, 2016 11:18 AM EST

After trading up nearly 10% after-hours on its earnings beat, Netflix (NASDAQ: NFLX) has done a complete 360 and is now down 6.8%. Downside comes amid general market malaise and as investors weigh slowing growth in the U.S. versus booming International growth.

Netflix reported Q4 EPS of $0.10, versus the analyst estimate of $0.02. Revenue was $1.82 billion, versus $1.83 billion expected. The company said domestic subscribers grew 1.56 million, which was below the consensus estimates of 1.62 million and guidance of 1.65 million. International was a different story with the... More

Nomura Securities Raises PT on Netflix (NFLX) as International Subs Offset US Weakness

January 20, 2016 9:44 AM EST

Nomura Securities reiterated a Buy rating on Netflix (NASDAQ: NFLX), and raised the price target to $130.00 (from $125.00), following the company's 4Q earnings report. Netflix is pleased with the initial membership growth in Japan, Spain, Portugal, and Italy, as both paid and non-paid sub growth were... More

Needham & Company Reiterates Buy as Content Drives Value at Netflix (NFLX)

January 20, 2016 8:29 AM EST

Needham & Company reiterated a Buy rating and $125.00 price target on Netflix (NASDAQ: NFLX) following the company's 4Q earnings report. Most of the discussion on the earnings call revolved around NFLXs content strategy. NFLX said that it would spend about $5B on content, allocated $4B to the US and $1B offshore, in 2016.

Analyst Laura Martin commented, "Most of the discussion on the earnings... More

Netflix (NFLX) PT Raised to $126 at Credit Suisse Post Q4

January 20, 2016 8:28 AM EST

Credit Suisse analyst S. Ju bumped his price target on Netflix (NASDAQ: NFLX) to $126.00 (from $119.00) following results but maintained a Neutral rating following results after the close.

Ju commented: "While guidance for domestic net additions was lower-than- expected, given the faster... More

RBC'S Mahaney Sees Netflix (NFLX) Growth Shifting from the US to International

January 20, 2016 8:22 AM EST

Netflix (NASDAQ: NFLX) Q4 revenue of $1.82B was just below the Street at $1.83B, while GAAP EPS of $0.10 materially beat Street expectations of $0.02 due to one-time tax benefits and Marketing leverage. While revenue was light, RBC Capital analyst, Mark Mahaney, notes FY16 EPS increases considerably.

Despite the U.S. Total Sub miss, U.S. Sub expectations were low, U.S. Paid Sub Adds were... More

BMO Capital Remains Sidelined on Netflix (NFLX) as U.S. Market Slows

January 20, 2016 8:04 AM EST

BMO Capital reiterated a Market Perform rating and $115.00 price target on Netflix (NASDAQ: NFLX) following the company's 4Q earnings report. Although sub growth in the US is inevitably slowing, BMO continues to have confidence in the march towards managements long-term target of 60-90... More

Netflix (NFLX) PT Lifted to $120 at Jefferies

January 20, 2016 7:54 AM EST

Jefferies US Internet Team boosted its price target on Netflix (NASDAQ: NFLX) to $120.00 (from $105.00) following results which the called "mixed", highlighted by record international subscriber additions.

The analysts commented: "Results were mixed. On the plus side, International net subscriber adds beat ests, underscoring the... More

Mizuho Securities Remains Neutral as Netflix (NFLX) 4Q Shows Slowing U.S. Market

January 20, 2016 6:46 AM EST

Mizuho Securities reiterated a Neutral rating on Netflix (NASDAQ: NFLX), and raised the price target to $120.00 (from $115.00), following the company's 4Q earnings report. revenue of $1.8b was in line with Street expectations, while EPS of $0.10 came in higher than consensus at $0.02... More

Strong Int'l Showing Boosts Netflix (NFLX) in Q4; Cowen Lifts PT to $155

January 20, 2016 6:32 AM EST

Cowen and Company lifts its price target on Outperform-rated Netflix (Nasdaq: NFLX) from $150 up to $155 following solid Q4 results issued late Tuesday.

Analyst John Blackledge summarized: NFLX reported solid 4Q15 results, as Intl net adds crushed consensus (~500,000 beat, 200,000 beat vs.... More

After-Hours Stock Movers 01/19: (NFLX) (CREE) (NLS) Higher; (AMD) (IBM) (IBKR) Lower (more...)

January 19, 2016 6:05 PM EST

Netflix (NASDAQ: NFLX) 7.3% HIGHER; reported Q4 EPS of $0.10, versus the analyst estimate of $0.02. Revenue was $1.82 billion, versus $1.83 billion expected. International Streaming adds were 4.04 million, versus 3.50 million million expected. Domestic subs grew by 1.56 million.

Advanced Micro Devices (Nasdaq: AMD) 6.2% LOWER; reported Q4 EPS of ($0.10), in-line with the analyst... More

Netflix (NFLX) sees 'material' profit starting in 2017 - Call

January 19, 2016 5:27 PM EST

Netflix (NASDAQ: NFLX) sees 'material' profit starting in 2017, the company said on its call, according to Bloomberg headlines.

... More

Market Wrap: Netflix Smashes Q4 Expectations; Builder Confidence Firm in Jan.; Merger Tuesday

January 19, 2016 5:25 PM EST

Market wrap for January 19th

End of the Day: S&P 500 up 1.0 to 27.9; Dow Jones up 27.9 to 16,016.02; Nasdaq down 11.5 to 4,476.95

Market Brief: Markets popped higher Monday after data showed China's growth rate didn't slow more than expected last year. GDP for China was 6.9 percent for 2015 (6.8 percent for Q4), which is the slowest growth seen in the country for 25 years.

Large banks Bank of America and Morgan Stanley reported confidence Q4 results, helping to drive shares higher.

Netflix gained in late trading after... More

Netflix (NFLX) Surges 8% on Strong Q4

January 19, 2016 4:20 PM EST

Netflix (NASDAQ: NFLX) is trading up 8% after-hours on better-than-expected fourth quarter results including a big beat on international sub numbers.

... More

Netflix global push grabs more customers than expected; shares jump

January 19, 2016 4:16 PM EST

By Lisa Richwine

(Reuters) - Netflix Inc's (NASDAQ: NFLX) aggressive push into international markets won more customers than the video streaming service and its investors expected last quarter, sending its shares surging 7 percent.

The dominant online video company said on Tuesday it had 74.8 million subscribers at the end of December and forecast 6.1 million more through March, fueled by its expansion this month into virtually every country except China, where it is exploring ways to launch its service.

The projection is more bullish than the 4.94 million average estimate of analysts surveyed by FactSet... More

Netflix (NFLX) Posts Q4 GAAP EPS of 10c

January 19, 2016 4:09 PM EST

(Updated - January 19, 2016 4:12 PM EST)

Netflix (NASDAQ: NFLX) reported Q4 EPS of $0.10, versus the analyst estimate of $0.02. Revenue was $1.82 billion, versus $1.83 billion expected.

International Streaming adds were 4.04 million, versus 3.50 million million expected.

Domestic subs grew by 1.56 million.

Total net sub adds... More

Netflix (NFLX) Ticks Higher Ahead of Q4 Print

January 19, 2016 1:22 PM EST

Netflix (NASDAQ: NFLX) gained Tuesday ahead of its Q4 print after the market close. The Street is looking for EPS of $0.02 on revenue of $1.83 billion. Guidance, especially on international subs, will likely be in focus.

... More

After Greenlight's 2015 dive, Einhorn bets on Macy's: letter

January 19, 2016 11:26 AM EST

By Svea Herbst-Bayliss

BOSTON (Reuters) - David Einhorn, whose Greenlight Capital hedge fund ranked among last year's worst performers, told investors on Tuesday that he has made new bets on stocks including battered retailer Macy's and is currently concentrating on delivering better returns.

Einhorn's fund, which had only one other losing year since opening for business in 1996, tumbled 20.2 percent in 2015. Acknowledging that "we have never had a year where so little went right," Einhorn pledged that the firm would "concentrate on trying to make better returns."

But whether the billionaire investor is succeeding some three weeks into 2016... More

Sub Gains, Content Costs Key for Netflix (NFLX) in Q4 - Guggenheim

January 19, 2016 9:44 AM EST

Guggenheim reaffirms Netflix (Nasdaq: NFLX) with a Buy rating and $160 price target heading into the company's Q4 report, which is expected out after markets close today.

The firm is looking for Netflix to post Q4 EPS of $0.02 with revenue of $1.82 billion. Paid... More

Netflix (NFLX) International Sub Guidance Key to Earnings Tonight - UBS

January 19, 2016 9:40 AM EST

UBS analyst, Doug Mitchelson, believes that the most important question for Netflix (NASDAQ: NFLX) 4Q15 earnings tonight is management guidance for 1Q16 int'l net subscriber additions. The US appears to be tracking weak but the analyst believes this is in the share price and international is more important for the stock. No change to Buy rating or $147 PT

The vast... More

S&P 500 ends unchanged; more carnage in oil stocks

January 19, 2016 7:30 AM EST

By Noel Randewich

(Reuters) - Wall Street ended flat after a choppy session on Tuesday as falling oil prices led to more carnage in energy stocks and an "in line" economic report showed slower growth in China.

Declining U.S. crude pulled down materials stocks as well as the S&P energy sector , which slumped 2.17 percent.

Oil at 12-year lows is stoking fears on Wall Street of deeper losses for energy companies and the potential that some may fail to pay their debts. That has decimated oil stocks, helping push the S&P 500 down 8... More

Netflix (NFLX) Strong Three-Year Run Could be at Risk as Valuation Remains Rich

January 19, 2016 7:23 AM EST

Netflix (Nasdaq: NFLX) shares are on watch following cautious commentary in the WSJ over the weekend.

Shares of Netflix... More