Earnings Release Schedule: Netflix will post its Q4 2025 financial results on January 20, 2026, at approximately 1:01 PM Pacific Time, which is expected to provide insights into the company's financial health and future outlook for investors.
Executive Live Interview: On the same day, co-CEOs Ted Sarandos and Greg Peters will conduct a live interview at 1:45 PM Pacific Time, during which they will answer questions from sell-side analysts, enhancing engagement with investors.
Live Streaming Channel: The interview will be accessible via Netflix's Investor Relations YouTube channel, likely attracting significant investor attention and improving the company's transparency and market trust.
Global Membership Base: With over 300 million paid memberships across more than 190 countries, Netflix continues to expand its influence in the global entertainment market, reflecting its competitive edge in diverse content offerings and flexible viewing experiences.
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
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.
Rosenblatt
Rosenblatt
Buy -> Neutral
downgrade
$152 -> $105
2025-12-08
Reason
Rosenblatt
Rosenblatt
Price Target
$152 -> $105
2025-12-08
downgrade
Buy -> Neutral
Reason
Rosenblatt downgraded Netflix to Neutral from Buy with a price target of $105, down from $152, after the "surprise announcement" of a $83B EV and $72B equity value agreement to acquire Warner Bros.' (WBD) studios and HBO businesses. Following the news, the firm sees an extended period of uncertainty and risks, balanced against what it calls "a very small financial ROIC that clearly can't be driving this deal." The deal instead "seems to lean heavily on the imponderables of leveraging Warner Bros.' film and TV library in non-detailed ways," which drives the firm to assume a more cautious multiple, the analyst tells investors.
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.
