TD Cowen Raises Netflix Price Target to $1,440 Ahead of Q2 Earnings Report

• Barclays sets a price target of $1,100 for Netflix (NASDAQ:NFLX), indicating a potential downside of approximately -13.75%.
• Q2 2025 earnings are expected to show a revenue increase of 15% year-over-year, driven by price hikes and increased advertising revenue.
• Netflix's strategic focus on advertising and crackdown on password sharing are key factors expected to boost future revenue growth.

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.

• Seaport Global downgraded Netflix Inc (NASDAQ:NFLX) from a "Buy" to a "Reduce" rating, yet Wedbush analysts maintain an 'Outperform' rating with a price target of $1,400.
• Netflix has seen a 1.1% increase in its stock price, reaching around $1,300, and a surge of over 45% in 2025.
• The company added over 41 million subscribers globally in 2024, demonstrating its strong performance and stable growth.

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.

Goldman Sachs lifted its price target on Netflix (NASDAQ:NFLX) to $1,140 from $1,000 while maintaining a Neutral rating, citing a strong second-half 2025 content lineup and expectations for stable user engagement and monetization trends.

Ahead of Netflix’s Q2 2025 earnings, Goldman previewed industry data and highlighted several key debates likely to shape investor sentiment: the timing and impact of price increases in mature markets and the implications for average revenue per member (ARM); Netflix’s competitive positioning versus other streamers like YouTube and Peacock, as well as social media platforms like TikTok and Meta; the effect of an anticipated strong content slate in H2 2025 on subscriber engagement and retention; and Netflix’s growing investments in live entertainment as it seeks to diversify and expand its content offerings.

Goldman expects consumption and retention to remain resilient thanks to the robust slate, but noted ongoing uncertainty around competitive pressures and pricing dynamics. The updated target reflects improved forecasts but also acknowledges that upside may be balanced by potential challenges in sustaining growth and defending market share.

Netflix Inc. (NASDAQ:NFLX) is a leading streaming service provider, offering a wide range of TV shows, movies, and original content to subscribers worldwide. The company has revolutionized the entertainment industry with its on-demand streaming model. Netflix faces competition from other streaming giants like Amazon Prime Video, Disney+, and Hulu.

On May 17, 2025, Rob Bresnahan engaged in a sale transaction involving Netflix shares valued between $1,001 and $15,000. This transaction comes at a time when Netflix's stock is experiencing fluctuations. Recently, Netflix shares declined by over 2.3% in premarket trading, as highlighted by a downgrade from JPMorgan.

JPMorgan adjusted its rating for Netflix from "overweight" to "neutral," despite raising its price target from $1,150 to $1,220. This new target indicates a potential upside of 2.38% from the last closing price of $1,191.53. The current stock price of Netflix is approximately $1,186.93, reflecting a decrease of about 0.39% or $4.61.

Today, Netflix's stock has fluctuated between a low of $1,170.29 and a high of $1,191.31. Over the past year, the stock has reached a high of $1,196.50 and a low of $587.04. The company's market capitalization is approximately $505.1 billion, with a trading volume of 1,487,223 shares on the NASDAQ.

• Rob Bresnahan engaged in a sale transaction of Netflix Inc. (NASDAQ:NFLX) shares, valued between $1,001 and $15,000.
• Netflix's Momentum Style Score of B suggests a strong upward trend in its stock price, indicating potential for further gains.
• The stock's average brokerage recommendation (ABR) is 1.61, with 66.7% of brokerage firms rating Netflix as a Strong Buy.

On May 17, 2025, Rob Bresnahan engaged in a sale transaction involving shares of Netflix Inc. (NASDAQ:NFLX), with the transaction valued between $1,001 and $15,000. Netflix, a leading streaming service provider, is known for its vast library of movies and TV shows. It competes with other streaming giants like Amazon Prime Video and Disney+.

Netflix is currently a strong contender for momentum investors, as highlighted by Zacks Investment Research. Momentum investing involves buying stocks that have shown an upward trend, with the expectation that they will continue to rise. Netflix's Momentum Style Score of B indicates a robust trend in its stock price, suggesting potential for further gains.

Wall Street analysts are optimistic about Netflix's prospects. The stock's average brokerage recommendation (ABR) is 1.61, indicating a position between Strong Buy and Buy. Out of 45 brokerage firms, 30 have rated Netflix as a Strong Buy, accounting for 66.7% of all recommendations. This positive sentiment can influence investor decisions and potentially drive the stock price higher.

Top mutual funds have also shown increased interest in Netflix, as reported by Investors Business Daily. This surge in buying activity reflects strong confidence in Netflix's future performance among leading investors. Alongside Netflix, other stocks like DoorDash and Palantir have also attracted significant attention from these influential funds.

Despite a recent decrease of 2.49% in its stock price, Netflix remains a significant player in the market. The stock's current price is $1,111.81, with a market capitalization of approximately $473.15 billion. Over the past year, Netflix's stock has fluctuated between a high of $1,164 and a low of $587.04, indicating its dynamic nature in the market.

• Rob Bresnahan engaged in a sale transaction of Netflix Inc. (NASDAQ:NFLX) shares, valued between $1,001 and $15,000.
• Netflix's Momentum Style Score of B suggests a strong upward trend in its stock price, indicating potential for further gains.
• The stock's average brokerage recommendation (ABR) is 1.61, with 66.7% of brokerage firms rating Netflix as a Strong Buy.

On May 17, 2025, Rob Bresnahan engaged in a sale transaction involving shares of Netflix Inc. (NASDAQ:NFLX), with the transaction valued between $1,001 and $15,000. Netflix, a leading streaming service provider, is known for its vast library of movies and TV shows. It competes with other streaming giants like Amazon Prime Video and Disney+.

Netflix is currently a strong contender for momentum investors, as highlighted by Zacks Investment Research. Momentum investing involves buying stocks that have shown an upward trend, with the expectation that they will continue to rise. Netflix's Momentum Style Score of B indicates a robust trend in its stock price, suggesting potential for further gains.

Wall Street analysts are optimistic about Netflix's prospects. The stock's average brokerage recommendation (ABR) is 1.61, indicating a position between Strong Buy and Buy. Out of 45 brokerage firms, 30 have rated Netflix as a Strong Buy, accounting for 66.7% of all recommendations. This positive sentiment can influence investor decisions and potentially drive the stock price higher.

Top mutual funds have also shown increased interest in Netflix, as reported by Investors Business Daily. This surge in buying activity reflects strong confidence in Netflix's future performance among leading investors. Alongside Netflix, other stocks like DoorDash and Palantir have also attracted significant attention from these influential funds.

Despite a recent decrease of 2.49% in its stock price, Netflix remains a significant player in the market. The stock's current price is $1,111.81, with a market capitalization of approximately $473.15 billion. Over the past year, Netflix's stock has fluctuated between a high of $1,164 and a low of $587.04, indicating its dynamic nature in the market.