Netflix's Market Dominance: Netflix has over 300 million global subscribers and is projected to generate $45.1 billion in revenue by 2025, solidifying its position in the streaming media landscape.
Impressive Shareholder Returns: An investment of $10,000 in Netflix a decade ago would have grown to approximately $97,680, reflecting an 877% increase in share value.
Subscriber Growth: The company's subscriber base has expanded more than fivefold from 2014 to 2024, aided by its superior offerings compared to traditional cable TV.
Future Growth Concerns: Despite recent revenue growth and profitability, investors may face lower returns in the next decade due to the high price-to-earnings ratio of 46.5.
NFLX
$93.77+Infinity%1D
Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NFLX is 139.13 USD with a low forecast of 95.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
36 Analyst Rating
Wall Street analysts forecast NFLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NFLX is 139.13 USD with a low forecast of 95.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
28 Buy
7 Hold
1 Sell
Strong Buy
Current: 95.190
Low
95.00
Averages
139.13
High
160.00
Current: 95.190
Low
95.00
Averages
139.13
High
160.00
Wolfe Research
Outperform
to
Market Weight
downgrade
$139 -> $121
2025-12-15
New
Reason
Wolfe Research
Price Target
$139 -> $121
2025-12-15
New
downgrade
Outperform
to
Market Weight
Reason
Wolfe Research lowered the firm's price target on Netflix to $121 from $139 and keeps an Outperform rating on the shares. The firm adjusted ratings and targets in the media and entertainment and telecom and cable sectors as part of its 2026 outlook. Wolfe recommends being overweight live entertainment and music. It downgraded the telecom and cable group to Market Weight, saying it sees "no relief" from the key performance indicator deterioration seen in the second half of 2025.
Freedom Capital
Hold
initiated
$14
2025-12-12
New
Reason
Freedom Capital
Price Target
$14
2025-12-12
New
initiated
Hold
Reason
Freedom Capital initiated coverage of Paramount Skydance (PSKY) with a Hold rating and $14 price target. Paramount Skydance's Q3 revenue came in below expectations, pressured by weakness in the linear TV segment and soft box-office performance, although strength in streaming helped support overall results, the analyst tells investors in a research note. The merged company is better positioned to compete with other streaming platforms, particularly Netflix (NFLX), the firm adds.
Jefferies
James Heaney
Buy
downgrade
$150 -> $134
2025-12-11
New
Reason
Jefferies
James Heaney
Price Target
$150 -> $134
2025-12-11
New
downgrade
Buy
Reason
Jefferies analyst James Heaney lowered the firm's price target on Netflix to $134 from $150 and keeps a Buy rating on the shares. The firm recommends staying selective across Internet stocks, as incremental investments could limit margin expansion and concerns around AI disintermediation could limit multiple appreciation, the analyst tells investors in the firm's "2026 Internet Playbook" note.
Needham
Buy
maintain
$150
2025-12-09
Reason
Needham
Price Target
$150
2025-12-09
maintain
Buy
Reason
Needham keeps a Buy rating and $150 price target on Netflix (NFLX) but warns that buying Warner Bros. (WBD) would put $83B of additional value at risk of being disrupted by GenAI storytelling. Without Warner, Netflix is more global, more nimble, more tech-first, and has more flexibility with the Hollywood unions, the analyst tells investors in a research note. Needham further notes that Warner's employee count of 35K is 2.5-times larger than that of Netflix, suggesting that its culture and operating practices will be hard for Netflix to overcome.
About NFLX
Netflix, Inc. is a provider of entertainment services. The Company acquires, licenses and produces content, including original programming. It provides paid memberships in over 190 countries offering television (TV) series, films and games across a variety of genres and languages. It allows members to play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Company offers members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, TV set-top boxes and mobile devices. It is engaged in scaling its streaming service, such as introducing games and advertising on its service, as well as offering live programming. It is developing technology and utilizing third-party cloud computing, technology and other services. The Company is also engaged in scaling its own studio operations to produce original content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
