Major US Companies Raise 2025 Guidance, Analyst Targets Rise Amid Strong Q2 Earnings Results

Several major US companies, including Netflix and Levi Strauss & Co., have raised their 2025 guidance, leading analysts to hike their price targets. Netflix increased its full-year revenue guidance from $44 billion to $45 billion, while Levi Strauss & Co. now expects revenues to grow by 1% to 2%. Analysts have responded by raising their price targets on both stocks, with Netflix's average target at $1,477 and Levi Strauss & Co.'s at $23.45. The upgrades reflect confidence in continued momentum despite market caution.

Title: Analysts Raise Price Targets on Netflix and Levi Strauss & Co. Amid Positive 2025 Guidance

Several major US companies, including Netflix and Levi Strauss & Co., have raised their 2025 guidance, leading analysts to hike their price targets. Netflix increased its full-year revenue guidance from $44 billion to $45 billion, while Levi Strauss & Co. now expects revenues to grow by 1% to 2%. Analysts have responded by raising their price targets on both stocks, with Netflix's average target at $1,477 and Levi Strauss & Co.'s at $23.45. The upgrades reflect confidence in continued momentum despite market caution.

Netflix reported a 15.9% year-over-year revenue increase to $11.08 billion in Q2, slightly above guidance, and raised its full-year revenue guidance to $44.80-45.20 billion [1]. The company also increased its full-year operating margin forecast to 29.5% from 30%. Despite strong Q2 earnings and positive guidance, Netflix's stock declined due to high investor expectations and foreign exchange-driven revenue gains [1].

Levi Strauss & Co. reported strong second-quarter earnings, surpassing analyst expectations with earnings per share of $0.22, compared to the anticipated $0.11. The company also experienced a 6.4% year-over-year revenue growth, outstripping projections of 1%. Levi Strauss has raised its fiscal year 2025 guidance for adjusted earnings per share to between $1.25 and $1.30, exceeding previous estimates and the Street consensus [3]. The company's transformation into a global lifestyle brand and shift toward higher-value products are key factors for long-term growth [3].

Analysts from UBS and Stifel highlighted Levi Strauss's robust performance and strategic positioning in the market. UBS raised its price target to $28.00 from $20.00, reflecting the company's strong execution and promising revenue growth [3]. Despite the headwinds of tariffs, Levi Strauss is better positioned than most competitors to withstand this challenge [3].

Both companies' stock price targets have been raised, signaling investor confidence in their strategic plans and continued momentum. Netflix's stock price target of $1,477 reflects its dominance in the streaming industry and positive guidance, while Levi Strauss's target of $23.45 underscores its transformation into a global lifestyle brand and strong financial performance.

References:
[1] https://www.gurufocus.com/news/2987945/netflix-stock-falls-despite-strong-q2-earnings-and-guidance
[2] https://www.ainvest.com/news/verizon-strategic-reinvention-2025-guidance-hike-signals-reentry-opportunity-telecom-2507/
[3] https://www.investing.com/news/analyst-ratings/levi-strauss-stock-price-target-raised-to-28-from-20-at-ubs-on-brand-transformation-93CH-4142178