Netflix Inc (NASDAQ:NFLX, ETR:NFC) has free rein to grow revenue after unveiling a boom in subscriber numbers over the last quarter, Wedbush analysts have said.
A record 18.9 million subscribers were added during the fourth quarter, Netflix said on Tuesday, taking its year-end total to 302 million.
Panmure Liberum has reaffirmed its buy rating on discoverIE Group PLC (LSE:DSCV), the electronics design and manufacturing company, with a price target of 990p.
The broker highlighted the company’s recent acquisition of Germany-based Burster Group as a key driver of long-term growth and profitability.
BT Group PLC (LSE:BT.A) has been slapped with a conviction sell rating by UBS, which believes the increasing impact of competition on its Openreach arm is being underestimated and masked by recent price rises.
In particular, there is material exposure to two large clients – Sky/TalkTalk – both of which are shifting business away from BT/Openreach over to altnets, which are 20-40% cheaper.
Tesla Inc (NASDAQ:TSLA) has bagged a share price target upgrade from Wedbush analysts on the belief that the "age of autonomous" vehicles has arrived with Donald Trump’s return as president.
Trump’s tenure was set to be a “total game changer” for Elon Musk’s firm’s efforts on autonomous driving and artificial intelligence, analysts said in a note.
Aviva PLC's (LSE:AV.) proposed acquisition of rival Direct Line can be a huge win, according to analysts at JP Morgan, who have upgraded the insurer to overweight with a 615p target.
According to the US bank, the deal is strongly accretive, moves Aviva to a higher-multiple non-life insurance mix and improves its scale in UK P&C [property and commercial].
Peel Hunt has reaffirmed its 'buy' recommendation for shares in LBG Media PLC (AIM:LBG), the digital publisher and owner of LADbible and Betches Media in the US.
It has done so with a price target of 150p and highlighted the company’s strong growth trajectory compared with its current valuation, making a compelling case for investors to take notice.
Soon-to-be fully privatised NatWest Group PLC (LSE:NWG) can become one of the top picks in the UK bank sector by mid-2025, according to analysts at US bank JP Morgan.
Post-privatisation, “The Next Act” will be net interest income growth of 6% plus a year through to 2027 with stable deposits adding potentially more upside.
Shares in Beeks Financial Cloud Group PLC (AIM:BKS) rose 5% in morning trading after the company announced its Exchange Cloud service is now live with Nasdaq, the global technology company serving capital markets.
The partnership, first revealed in February 2024, allows Nasdaq to offer cloud infrastructure and analytics services to its members. Initial deployment is in Nasdaq’s core data centre in Carteret, New Jersey, with further expansion potential.