The Zacks Analyst Blog Highlights Netflix, NVIDIA, Microsoft, Apple and Alphabet

17.07.25 15:28 Uhr

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For Immediate ReleaseChicago, IL – July 17, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Netflix, Inc. NFLX, NVIDIA Corp. NVDA, Microsoft Corp. MSFT, Apple Inc. AAPL, and Alphabet Inc. GOOGLHere are highlights from Wednesday’s Analyst Blog:Buy, Hold or Sell Netflix Stock Ahead of Q2 Earnings?Netflix, Inc. is set to report second-quarter earnings on Thursday, after market close. Will the results boost the stock price, and is it a good time to buy? Let's dive in.What Will Happen to Netflix Shares After Q2 Earnings?Netflix's $10.5 billion revenues in the first quarter marked a 13% increase from the same period last year. Its earnings per share (EPS) reached $6.61, a 25% rise year over year. These results followed the company's strong revenue and EPS growth in the fourth quarter, which exceeded investor expectations.Netflix anticipates that this positive trend will continue into the second quarter. The streaming giant predicts revenues of $11.04 billion, a 15.4% increase from the previous year. Its projected EPS is $7.03, up 44.1% from last year. Additionally, the company projects operating margins to rise from 27.2% in the second quarter of 2024 to 33.3%.Furthermore, Netflix's trailing four-quarter earnings surprise averages a positive 6.9%, suggesting the company could deliver second-quarter growth that might boost its stock price. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)However, based on the price-to-earnings (P/E) ratio, Netflix trades at 49.62 times forward earnings compared to the Broadcast Radio and Television industry's forward earnings multiple of 35.79. This high valuation suggests Netflix's potential for post-earnings growth is limited, as Wall Street already expects the company to beat second-quarter estimates. If the company fails to meet or exceed projections, investors should prepare for a potential sell-off.How to Trade Netflix Stock Now?Investors looking for quick profits following the surge in Netflix's stock price after its earnings report are facing significant risks. Predicting share price fluctuations after earnings releases is challenging, but the long-term outlook for Netflix appears positive.Due to shifts in business dynamics and intense competition, Netflix launched a low-cost, ad-supported tier. The move turned out to be successful since this tier now makes up nearly half of Netflix's signups and has enabled the company to sell ad slots to advertisers. Netflix's ad revenues rose last year and are expected to double by 2025.Netflix believes that there is a $650 billion revenue growth opportunity in the streaming industry. Being a leader in the streaming industry, Netflix is well-positioned to capitalize on this growth with its top-notch content. Last December, Netflix's NFL Christmas Day games attracted many viewers. This year, NFL games will again be streamed and are expected to attract a large audience. Additional events like SummerSlam, WrestleMania and boxing matches featuring Canelo Alvarez versus Terence Crawford will also draw viewers, enhancing the company's revenue.Netflix's management is feeling positive about the company's potential for growth. Many believe that the streaming giant will reach a valuation of $1 trillion by 2030, as reported by The Wall Street Journal. Some of the notable names in that club are NVIDIA Corp., Microsoft Corp., Apple Inc., and Alphabet Inc..Additionally, Netflix has been more successful in generating profits compared to the industry as a whole, boasting a net profit margin of 23.1%, in contrast to the industry's negative 15.9%. This suggests that there is room for further growth.Therefore, investors should ignore short-term price fluctuations after the second-quarter earnings release. Instead, they should capitalize on Netflix's long-term growth trend and buy the company's stock now. Netflix has a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here.Research Chief Names "Single Best Pick to Double"From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpMedia ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Apple Inc. (AAPL): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report Netflix, Inc. (NFLX): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Nachrichten zu NVIDIA Corp.

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Analysen zu NVIDIA Corp.

DatumRatingAnalyst
15.07.2025NVIDIA KaufenDZ BANK
15.07.2025NVIDIA BuyUBS AG
09.07.2025NVIDIA BuyUBS AG
08.07.2025NVIDIA OutperformBernstein Research
17.06.2025NVIDIA OverweightBarclays Capital
DatumRatingAnalyst
15.07.2025NVIDIA KaufenDZ BANK
15.07.2025NVIDIA BuyUBS AG
09.07.2025NVIDIA BuyUBS AG
08.07.2025NVIDIA OutperformBernstein Research
17.06.2025NVIDIA OverweightBarclays Capital
DatumRatingAnalyst
10.01.2025NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
11.06.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

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