Home / Business and Economy / Analysts Bet Big on Netflix, DoorDash Growth
Analysts Bet Big on Netflix, DoorDash Growth
22 Mar
Summary
- JPMorgan analyst reiterated buy ratings for Netflix and DoorDash.
- Netflix projected to achieve over 12% revenue CAGR from 2025-2028.
- DoorDash expected to see 18% GOV CAGR from 2025-2028.
Wall Street analysts are identifying key growth opportunities in the stock market despite geopolitical tensions. JPMorgan analyst Douglas Anmuth, a five-star rated expert, has reiterated buy ratings for both Netflix and DoorDash, signaling strong potential for long-term investors. He anticipates Netflix will achieve a compound annual growth rate of over 12% for revenue between 2025 and 2028, driven by its content and subscriber base.
Anmuth also expresses confidence in DoorDash, forecasting an 18% CAGR for U.S. marketplace gross order value from 2025 to 2028. This growth is expected to stem from an increase in monthly active users and order frequency, alongside improvements in unit economics for its U.S. restaurants and international operations.
Additionally, enterprise software firm Oracle has demonstrated strong fiscal third-quarter results, attributed to AI-driven demand. Guggenheim analyst John Difucci reiterated a buy rating, noting a 22% overall revenue growth in the quarter, bolstered by AI infrastructure and cloud workloads.
