Analyst Calls: NFLX, DELL, APP, AMZN Ratings & Targets

Bank of America has reiterated its buy rating on Netflix (NASDAQ: NFLX) despite the streaming giant reporting earnings per share of $5.87, falling short of the $6.97 expectation. The earnings miss was attributed to a dispute with Brazilian tax authorities, yet analysts remain confident in the company’s underlying strength. According to Bank of America, Netflix is positioned for continued growth driven by positive subscriber momentum and earnings potential, with analysts maintaining an average price target of $1,344.19.

The maintained bullish stance comes as markets show little change following Netflix’s earnings report, with the Dow down approximately five points and the NASDAQ declining about 36 points. This confidence reflects a broader trend where analysts look beyond temporary setbacks to focus on long-term growth catalysts, particularly in the technology and entertainment sectors where subscriber retention and expansion remain critical metrics.

Piper Sandler has initiated an overweight rating on Dell (NYSE: DELL), positioning the tech giant as a primary beneficiary of the enterprise data center refresh cycle expected to strengthen through 2026. The firm highlighted Dell’s strategic positioning within the AI infrastructure landscape, where demand is driving substantial global investments in data centers and related hardware. Analysts have set an average price target of $164.11 per share, reflecting confidence in Dell’s ability to capitalize on what they describe as a potential $7 trillion global opportunity.

This analyst endorsement comes amid broader market anticipation of earnings from the Magnificent 7 mega-cap leaders, with technology infrastructure companies like Dell gaining increased attention. The focus on enterprise data center refresh and AI infrastructure aligns with current market trends where companies supporting artificial intelligence implementation are receiving heightened investor interest and analyst coverage.

Deutsche Bank has initiated a buy rating on Applovin (NASDAQ: APP), noting the company’s commanding position in the mobile gaming user acquisition space. The firm highlighted Applovin’s impressive market share metrics, with approximately 80% dominance on the supply side and about 55% on the demand side. This market position, combined with what RBC Capital describes as a fixed cost model capable of delivering outsized growth through 2026, has prompted multiple bullish assessments.

RBC Capital maintains an outperform rating with a $700 price target, while Wedbush analysts have raised their target to $745. The average analyst price target currently stands at $674.82. Adding to the positive sentiment, Oppenheimer analysts have indicated they do not expect significant consequences from the US SEC inquiry into APP’s data collection processes, further bolstering confidence in the company’s regulatory standing and growth trajectory.

Bank of America has reaffirmed its buy rating on Amazon (NASDAQ: AMZN) ahead of the company’s upcoming earnings report later this month. The firm emphasized Amazon’s dual leadership position in both e-commerce and cloud computing, noting significant market share retention and higher margin potential from continued technology platform investments. According to Wedbush analysts, Amazon has experienced robust demand from enterprise clients for its artificial intelligence and cloud computing services, reinforcing its competitive advantage.

Analysts maintain an average price target of $267.30 on AMZN shares, reflecting confidence in the company’s ability to leverage its scale across multiple high-growth sectors. This bullish assessment comes as the broader market shows minimal movement, with the S&P 500 up approximately four points, suggesting that analyst optimism toward Amazon and other technology leaders remains undiminished by short-term market fluctuations.