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JPMorgan Backs Netflix, DoorDash, Oracle Amid Tensions

3/23/2026

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Summary

Story summary

JPMorgan's Douglas Anmuth reiterates buy ratings for Netflix, DoorDash, and Oracle amid ongoing geopolitical tensions and high oil prices.
He projects Netflix at a $120 price target, citing strong content and subscriber growth.
DoorDash is expected to grow gross order value 18% CAGR through 2028, driven by user growth and acquisitions.
Oracle reports 22% revenue growth in its latest quarter and targets $400, driven by AI demand and tech advantages.

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Story summary

JPMorgan's Douglas Anmuth reiterates buy ratings for Netflix, DoorDash, and Oracle amid ongoing geopolitical tensions and high oil prices.
He projects Netflix at a $120 price target, citing strong content and subscriber growth.
DoorDash is expected to grow gross order value 18% CAGR through 2028, driven by user growth and acquisitions.
Oracle reports 22% revenue growth in its latest quarter and targets $400, driven by AI demand and tech advantages.