Analyst Price Target News: Netflix Q1 Beat – April 21st, 2025

This week in analyst price targets: Netflix beat Q1 expectations and raised Q2 guidance while keeping its full-year 2025 targets unchanged, driving broad analyst price target increases.

By: Matthew Otto

Netflix Beats Q1 Expectations and Raises Q2 Guidance, Keeps FY2025 Targets Unchanged

Netflix reported first-quarter 2025 earnings per share of $6.61, surpassing the analyst consensus of $5.69 by $0.92. Revenue for the quarter came in at $10.54 billion, slightly ahead of the $10.5 billion expected.

Netflix also reported an operating margin of 31.7%, compared to the StreetAccount estimate of 28.5%. For the second quarter, Netflix guided for EPS of $7.03 versus the consensus estimate of $6.24, and revenue of $11.04 billion versus the expected $10.9 billion. Operating margin for Q2 is projected at 33.3%, well above the average analyst estimate of 30%.

Netflix maintained its full-year 2025 revenue forecast of $43.5 billion to $44.5 billion, compared to the current consensus of $44.3 billion. Netflix stopped disclosing quarterly subscriber figures this quarter, offering no visibility into subscriber trends or churn. Co-CEO Greg Peters noted no significant changes in plan mix or retention, with the ad-supported subscription still priced at $7.99 per month.

Analysts Lift Price Targets Following Q1 Results and Q2 Guidance

JP Morgan analyst Doug Anmuth maintained an Overweight rating and raised the price target from $1,025 to $1,150.
Needham analyst Laura Martin reiterated a Buy rating and a $1,126 price target.
Piper Sandler analyst Matt Farrell maintained an Overweight stance and increased the price target from $1,100 to $1,150.
Canaccord Genuity analyst Maria Ripps held her Buy rating but raised the target from $1,150 to $1,200.
Morgan Stanley analyst Benjamin Swinburne reiterated an Overweight rating and lifted the price target from $1,150 to $1,200.

Which Analyst has the best track record to show on NFLX?

Analyst David Joyce (SEAPORT) currently has the highest performing score on NFLX with 4/4 (100%) price target fulfillment ratio. His price targets carry an average of $112.63 (13.37%) potential upside. Netflix stock price reaches these price targets on average within 26 days.

Banner Corporation Beats Analyst Estimates in First Quarter 2025 Results

Banner Corporation reported net income of $45.1 million, or $1.30 per diluted share, for the first quarter of 2025. Excluding certain adjustments, earnings per share came in at $1.29, beating the analyst consensus estimate of $1.22 by $0.07. This compares to $1.34 per share in the prior quarter and $1.09 per share in the year-ago period.

Revenue for the quarter was $160.2 million, slightly above the consensus estimate of $159.72 million. Adjusted revenue totaled $159.9 million. Banner benefited from higher asset yields and easing funding costs, which helped push net interest income to $141.1 million. The net interest margin improved to 3.92%, up from 3.82% in the prior quarter and 3.74% a year earlier.

Banner recorded a $3.1 million provision for credit losses, mainly due to growth in its construction loan portfolio. Non-interest income fell to $19.1 million, impacted by lower mortgage banking activity and miscellaneous income, while non-interest expense rose to $101.3 million due to higher employee-related costs. The efficiency ratio stood at 63.21%, with an adjusted ratio of 62.18%.

As of March 31, 2025, Banner had $16.17 billion in total assets, $11.28 billion in net loans, and $13.59 billion in total deposits, with 89% of deposits classified as core. The allowance for credit losses was $157.3 million, or 1.38% of total loans.

Analyst Turns Positive Following Q1 Beat and Margin Expansion

Janney Montgomery Scott analyst Timothy Coffey upgraded from Neutral to Buy.
Keefe, Bruyette & Woods analyst Kelly Motta maintained a Market Perform rating yet trimmed the price target from $75 to $73.

Which Analyst has the best track record to show on BANR?

Analyst Andrew Terrell (STEPHENS) currently has the highest performing score on BANR with 9/10 (90%) price target fulfillment ratio. His price targets carry an average of $12.22 (17.51%) potential upside. Banner Corporation stock price reaches these price targets on average within 202 days.

Truist Financial Reports Q1 Earnings Decline, Investment Banking Revenue Drops 15.5%

Truist Financial reported first-quarter adjusted earnings per share of $0.87, slightly above the consensus estimate of $0.86, but down from $0.91 in the prior-year quarter—a 4.4% decrease.

Total revenue for the quarter was $4.95 billion, unchanged from analyst expectations. Investment banking and trading income fell 15.5% year-over-year to $273 million, driven by a decline in merger and acquisition fees and lower trading income. Noninterest income dropped 6.8% to $2.05 billion, while noninterest expenses rose 1.2% to $3.37 billion.

Net interest income increased 3.8% year-over-year to $3.56 billion, supported by higher yields on loans. Net interest margin was 3.14%, compared to 3.10% a year earlier. Provision for credit losses was $261 million, up from $205 million in the prior-year quarter. Total average loans and leases were $324.7 billion, a 1.3% increase, while total average deposits declined 2.1% to $393.4 billion.

Analysts Adjust Price Targets Amid Q1 Earnings Report

Piper Sandler analyst Scott Siefers maintained a Neutral rating but lowered the price target from $45 to $41.
Stephens analyst Terry McEvoy reduced the price target from $50 to $46.

Which Analyst has the best track record to show on TFC?

Analyst David Konrad (STIFEL) currently has the highest performing score on TFC with 5/7 (71.43%) price target fulfillment ratio. His price targets carry an average of $9.65 (20.38%) potential upside. Truist Financial stock price reaches these price targets on average within 297 days.