New Netflix analyst on Wall Street says stock could fall 15% if its forced to spend more on content

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New Netflix analyst on Wall Street says stock could fall 15% if its forced to spend more on content
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Citi transferred coverage of Netflix to an analyst with a neutral rating and a $325 per share price target.

A button for launching the Netflix application is seen on a remote control in this photo illustration in Warsaw, Poland on April 25, 2019.analyst and he's joining the minority of Wall Street analysts that are cautious on the stock.

The firm transferred coverage of Netflix to analyst Jason Bazinet. He started with a neutral rating and a $325 per share price target. Citi's previous analyst covering the stock had a buy rating. Of the 43 analysts that cover Netflix on the Street, 27 recommend buying the stock, 12 have a hold rating and four have a sell rating, according to FactSet.Over the last seven years, there has been a correlation between spending on content and new added subscribers, the analysts points out.

Bazinet said either one of those scenarios is not good for the stock. If they spend up on content, it will hurt margins and cause the stock to drop by 15%, he calculates. Whereas, a slowdown in subscriber additions is the lesser of two evils, causing a 5% pullback in the stock.

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