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Netflix’s Advertising Strategy Promises Big, with 40M Ad-Supported Viewers and Unique Ad Integration Plans, Analysts Says After Event

Oppenheimer analyst reiterated Outperform rating on Netflix with price target of $725. Netflix showcased robust content slate, ad partnerships, & upcoming ad platform launch. Ad revenue ramp may take time. Other analysts maintained Neutral/Sell ratings.

GOOGL

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Analysts Remain Bullish on Take-Two Interactive Despite GTA VI Delay, Anticipate Strong Long-Term Growth

Take-Two Interactive Software posted strong FY4Q results, with a FY2025 net bookings outlook of $5.55-$5.65 billion. Stifel's Drew Crum noted the anticipation around GTA VI's fall 2025 launch, despite some frustration from investors. Analysts from Stifel, Benchmark, and Roth MKM reiterated their Buy ratings, with price targets ranging from $175 to $200, citing optimism for long-term growth.

TTWO

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Nvidia Set for Major Growth with Increased Data Center Spending and Expanding AI Demand, Analysts Say

Wedbush's Matt Bryson reiterated Outperform rating & $1,000 price target for Nvidia, citing robust demand for HBM & SSDs. Piper Sandler's Harsh Kumar maintained Overweight rating & $1,050 PT, expecting another strong quarter. Citi's Atif Malik predicts in-line Q1 sales & higher Q2 sales. All analysts bullish on Nvidia's growth potential.

NVDA