Guggenheim analysts increased Netflix's (NASDAQ:NFLX) price target to $500.00 from $375.00 while reiterating their Buy rating.
The analysts stated that despite a year-to-date outperformance of 44% compared to the NASDAQ 100's 35%, they see significant untapped potential in Netflix shares for the next 12 months.
The analysts emphasized Netflix's dominant position as the global leader in high-quality, long-form streaming video, which is expected to drive financial growth through higher subscription average revenue per user (ARPU), increased advertising revenue, and margin expansion.
Furthermore, an analysis of Apptopia download data supports the conclusion that the recently expanded paid-sharing initiative has not led to a sustained increase in member churn, aligning with broader feedback.
Symbol | Price | %chg |
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FILM.JK | 3770 | -0.53 |
MSIN.JK | 488 | 0.41 |
352820.KS | 279500 | -0.89 |
CNMA.JK | 141 | 1.42 |
On July 18, 2025, Jefferies upgraded Netflix (NASDAQ:NFLX) to a "Buy" rating, setting a new price target of $1,500. At the time, the stock was priced at $1,211.76. Netflix is a leading player in the video streaming industry, known for its vast library of content and original programming. It competes with other streaming giants like Disney+ and Amazon Prime Video.
Netflix continues to show steady growth, boasting over 300 million subscribers. This subscriber base makes it attractive to advertisers, enhancing its revenue potential. The company's consistent growth over the past three years has helped it maintain a leading position in the streaming market, often surpassing financial expectations set by analysts.
In the April-June quarter, Netflix's profit exceeded Wall Street's expectations, with earnings reaching $3.1 billion, or $7.19 per share. This marks a 46% increase from the previous year, showcasing the company's strong financial performance. However, its revenue closely aligned with analyst predictions, indicating stable financial management.
Currently, Netflix's stock is priced at $1,213.25, reflecting a decrease of 4.78% or $60.92. The stock has fluctuated between a low of $1,201.01 and a high of $1,246.50 today. Over the past year, it reached a high of $1,341.15 and a low of $587.04, highlighting its volatility in the market.
Netflix's market capitalization stands at approximately $516.32 billion, reflecting its significant presence in the industry. The trading volume on the NASDAQ is 8,288,211 shares, indicating active investor interest. Despite recent fluctuations, Jefferies' upgrade and increased price target suggest confidence in Netflix's future growth potential.
Netflix (NASDAQ:NFLX) shares fell over 4% intra-day today after the streaming giant reported second-quarter results that topped estimates but failed to fully meet investors' heightened expectations.
The company posted diluted earnings per share of $7.19, exceeding analyst forecasts of $7.08. Revenue for the quarter reached $11.08 billion, just above the $11.07 billion consensus. The results were buoyed by strong membership growth, subscription price increases, and the continued success of blockbuster content like the final season of Squid Game.
Revenue from the U.S. and Canada—the company’s largest market—rose 15% year-over-year in Q2, up from 9% growth in the previous quarter. Netflix attributed the revenue gains to higher subscription prices, growth in membership, and increased advertising income.
The company also highlighted progress in expanding its ad-supported business, stating that upfront negotiations with major ad agencies are nearing completion and projecting that ad revenue will approximately double year-over-year in 2025.
Netflix raised its full-year revenue guidance to between $44.8 billion and $45.2 billion, up from its prior forecast of $44.5 billion. Operating margin expectations were also revised higher to 29.5% from 29%.
Despite these positive metrics, the stock slid as investors reacted to what was perceived as solid but not spectacular guidance, reflecting elevated market expectations for the streaming leader’s growth trajectory.
Netflix, Inc. (NASDAQ:NFLX) is a leading streaming service provider known for its vast library of movies, TV shows, and original content. The company has a global presence and competes with other streaming platforms like Amazon Prime Video, Disney+, and Hulu. Netflix's stock, NFLX, has been a focal point for investors due to its significant growth and market influence.
The consensus price target for Netflix has seen a notable shift over the past year, reflecting changing analyst sentiment and market conditions. Last month, the average price target was $1,333.33, indicating a positive outlook from analysts. This suggests confidence in Netflix's performance and potential for growth, as highlighted by Jefferies, which maintains a 'Buy' rating with a price target of $1,400, indicating a potential upside of 12%.
Three months ago, the average price target was slightly lower at $1,248.89. This increase over the quarter suggests that analysts have become more optimistic about Netflix's prospects in recent months. The company is expected to lift its full-year guidance, driven by strong advertising momentum and successful content offerings, as it prepares to release its second-quarter earnings.
A year ago, the average price target was $908.75. The significant rise in the price target over the year indicates a strong upward revision in expectations, likely driven by Netflix's strategic initiatives, subscriber growth, and content expansion. Despite a recent decline in stock price to $1,260, analysts like Maria Ripps from Canaccord Genuity maintain a positive outlook with a price target of $600, suggesting a buy recommendation ahead of the earnings report.
Overall, the upward trend in the consensus price target for Netflix reflects growing confidence among analysts in the company's ability to capitalize on its global reach and content offerings. Investors may want to consider these changes in analyst sentiment when evaluating Netflix's stock as part of their investment strategy. The upcoming earnings report will be a critical moment for Netflix as it navigates the competitive streaming landscape.
Netflix (NASDAQ:NFLX) is a leading streaming service provider, known for its vast library of movies, TV shows, and original content. As a major player in the entertainment industry, Netflix competes with other streaming giants like Disney+ and Amazon Prime Video. The company is set to release its quarterly earnings on Thursday, July 17, 2025, with Wall Street analysts estimating an earnings per share (EPS) of $7.05 and projected revenue of approximately $11.04 billion.
The Q2 2025 earnings cycle is in full swing, with Netflix among the companies set to disclose their financial performance. This period is crucial for investors, as it reveals key financial details like revenue, expenses, and savings. As highlighted by Seeking Alpha, the First Trust Dow Jones Internet Index Fund (FDN), which holds significant investments in large-cap growth stocks like Netflix, is currently rated as a hold due to its high valuation and technical resistance levels.
Netflix's upcoming earnings report is anticipated to be a pivotal factor for the FDN fund's future direction. Despite the fund's strong momentum and liquidity, concerns arise from its high Price/Earnings to Growth (PEG) ratio and exposure to cyclical mid-cap stocks. Netflix's guidance will be crucial in determining the stock's reaction post-earnings, especially given its impressive 90% share performance increase over the past year, outperforming the Mag 7 group.
Netflix's financial metrics provide insight into its market valuation. The company has a price-to-earnings (P/E) ratio of approximately 58.09, indicating investor willingness to pay per dollar of earnings. Its price-to-sales ratio stands at about 13.36, reflecting the market's valuation of its revenue. Additionally, the enterprise value to sales ratio is around 13.62, offering a perspective on its valuation relative to sales.
The enterprise value to operating cash flow ratio is approximately 68.85, suggesting how the market values Netflix's cash flow. With an earnings yield of about 1.72%, the company shows a return on investment. The debt-to-equity ratio is approximately 0.73, indicating the proportion of debt used to finance assets relative to shareholders' equity. Lastly, Netflix's current ratio of about 1.20 demonstrates its ability to cover short-term liabilities with short-term assets.
Netflix (NASDAQ:NFLX) is a leading streaming service provider known for its vast library of movies, TV shows, and original content. The company has been a pioneer in the streaming industry, competing with other giants like Amazon Prime Video and Disney+. On July 9, 2025, Kannan Venkateshwar from Barclays set a price target of $1,100 for Netflix, while the stock was trading at $1,275.31, indicating a potential downside of approximately -13.75%.
Netflix is preparing to announce its Q2 2025 earnings on July 17, 2025. Analysts expect the company to report revenues of around $11 billion, a 15% increase from the previous year. This growth is driven by recent price hikes and increased advertising revenue. Netflix raised the cost of its standard HD plan by $2.50 to $18 per month and the Premium plan to $25 per month, contributing to higher earnings per share, projected to rise to $7.06 from $4.88 last year.
The company's focus on advertising has also played a significant role in its financial performance. In April, Netflix launched its in-house ad tech platform in the U.S., enhancing its advertising capabilities and pricing realizations. This strategic move is expected to further boost revenue growth, alongside stronger subscriber numbers resulting from the company's crackdown on password sharing.
Currently, Netflix's stock price is $1,275.31, reflecting a decrease of 1.11% or $14.31. The stock has traded between $1,260 and $1,293 today. Over the past year, Netflix's stock has seen a high of $1,341.15 and a low of $587.04. The company's market capitalization is approximately $542.73 billion, with a trading volume of 3,218,285 shares on the NASDAQ exchange.
TD Cowen raised its price target on Netflix (NASDAQ:NFLX) to $1,440 from $1,325, reiterating a Buy rating, ahead of what it anticipates will be a strong Q2 and a robust second half of 2025.
The firm forecasts Q2 revenue to grow 17% year-over-year, driven by strong subscriber growth, and estimates revenue and operating income will come in 1.5% and 3.1% above consensus, respectively. TD Cowen’s latest survey also indicates Netflix is gaining pricing power, even after its January 2025 price increase.
Looking ahead, the analysts expect Netflix’s blockbuster 2H25 content slate, combined with momentum in advertising, margin expansion, and ad tech rollout, to reinforce its leadership position and drive further upside.
Netflix Inc (NASDAQ:NFLX) is a leading player in the streaming industry, known for its vast library of movies, TV shows, and original content. The company has a strong market presence, with competitors like Disney+ and Amazon Prime Video. Recently, Seaport Global downgraded Netflix from a "Buy" to a "Reduce" rating, with the stock priced at $1,297.18 at the time.
Despite this downgrade, Wedbush analysts maintain an 'Outperform' rating for Netflix, setting a price target of $1,400. This positive outlook is based on Netflix's strong second-quarter trends and its ability to effectively monetize its services. The stock has seen a 1.1% increase, reaching around $1,300, and has surged over 45% in 2025.
Netflix's dominant position in the streaming market is highlighted by Wedbush analysts, who describe its lead as "virtually insurmountable." In 2024, Netflix added over 41 million subscribers globally, a testament to its strong performance. Although the company no longer reports subscriber numbers, it continues to experience stable growth.
The company's strategic decisions, such as price hikes and the introduction of an ad-supported tier, are expected to drive growth through 2026. Netflix's current stock price is $1,297.18, with a market capitalization of approximately $552 billion. The stock has fluctuated between $1,279.76 and $1,302.26 today, with a trading volume of 2,006,224 shares on the NASDAQ.