NFLXCommunication Services · EntertainmentThe 51 Wall Street analysts covering Netflix, Inc. hold a median 12-month price target of $82 — +23.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 54 of 100 as at 3 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Netflix, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (96): The business earns solid, repeatable profits on what it owns.
Momentum (11): The shares have been drifting down relative to others.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on NFLX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +23.5% from it.
Of the 20 most recent actions, 0 moved their price target up and 16 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | Argus Research | Maintains | Buy | $120 → $95 |
| 22 Oct 2026 | Pivotal Research | Maintains | Hold | $70 → $65 |
| 22 Oct 2026 | Wolfe Research | Downgrade | Peer Perform | — |
| 21 Oct 2026 | B of A Securities | Maintains | Buy | $105 → $90 |
| 21 Oct 2026 | Barclays | Maintains | Equal-Weight | $70 → $65 |
| 21 Oct 2026 | Bernstein | Maintains | Outperform | $95 → $80 |
| 21 Oct 2026 | Citigroup | Maintains | Buy | $100 → $85 |
| 21 Oct 2026 | Citizens | Reiterates | Market Perform | — |
| 21 Oct 2026 | Evercore ISI Group | Maintains | Outperform | $110 → $90 |
| 21 Oct 2026 | Guggenheim | Maintains | Buy | $80 → $78 |
| 21 Oct 2026 | JP Morgan | Maintains | Overweight | $85 → $81 |
| 21 Oct 2026 | Morgan Stanley | Maintains | Overweight | $80 → $77 |
| 21 Oct 2026 | Needham | Downgrade | Hold | — |
| 21 Oct 2026 | Oppenheimer | Maintains | Outperform | $85 → $80 |
| 21 Oct 2026 | Piper Sandler | Maintains | Overweight | $85 → $78 |
| 21 Oct 2026 | Rosenblatt | Maintains | Neutral | $75 → $71 |
| 21 Oct 2026 | TD Cowen | Reiterates | Buy | $100 |
| 21 Oct 2026 | UBS | Maintains | Buy | $115 → $100 |
| 21 Oct 2026 | Wedbush | Maintains | Outperform | $90 → $80 |
| 16 Oct 2026 | BMO Capital | Maintains | Outperform | $135 → $125 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
NFLX appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Netflix, Inc. returned −39.3% against +12.9% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 40% of US stocks
Cheaper than 22% of US stocks
Cheaper than 10% of US stocks
Cheaper than 19% of US stocks
Higher than 57% of US stocks
Higher than 73% of US stocks
Higher than 64% of US stocks
Higher than 89% of US stocks
Higher than 89% of US stocks
Higher than 93% of US stocks
Higher than 98% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Netflix, Inc. has a market value of $259.6B and an enterprise value of $265.3B.
Revenue in the twelve months to 30 June 2026: $48.4B. The latest quarter grew 11.8% year on year.
Net income over the same four quarters: $13.6B, a 28.2% net margin.
Diluted earnings per share, trailing twelve months: $3.18.
Free cash flow in the twelve months to 30 June 2026: $11.2B, after $818.8M of capital spending.
Netflix, Inc. spent $9.9B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 18.0×; forward P/E: 16.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Netflix, Inc. employs 16,000 people — $3.0M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Netflix, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Netflix reported record profits, repurchased nearly $5 billion of its stock, and signed deals with Disney and the NFL. The article notes that its shares remain just above a 52-week low.
Why it matters — NFLX watchers may note the contrast between the company’s reported business developments and its share price position.
Business Insider’s headline says Netflix hired an adtech operator described as experienced in solving “gnarly problems.” The excerpt provides no further details about the hire.
Why it matters — The hire may be relevant to NFLX watchers following Netflix’s advertising operations.
Seeking Alpha’s article describes Pershing Square’s investment approach, emphasizing a margin of safety and citing estimated annual EPS growth of about 20% over three to five years for portfolio companies, along with higher margins, returns on capital, competitive positioning, and management capability.
Why it matters — The excerpt does not mention Netflix specifically, so it offers no company-specific information for NFLX watchers.
Netflix announced it is rolling out an “AI Discover” tab for users to try new ways of finding something to watch. Its first experimental feature will offer recommendations based on what users are currently in the mood for.
Why it matters — The update is relevant to NFLX watchers because it introduces an experimental, mood-based approach to content discovery on Netflix.
Netflix shares have fallen by more than half since peaking 17 months ago. Slowing revenue growth and uninspiring guidance have dampened market interest.
Why it matters — NFLX watchers may note that growth and guidance concerns are weighing on market interest in the stock.
The 51 Wall Street analysts covering Netflix, Inc. have a median 12-month price target of $82, with estimates ranging from $57 to $126. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 51 analysts covering Netflix, Inc., 33 rate it a Buy, 16 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Netflix, Inc. 54 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Netflix, Inc. ranks 54 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (96 of 100).
No one can know that. What the data says: the median 12-month target from 51 analysts implies +23.5% from the last close, and Ticker Nerd's factor model ranks Netflix, Inc. 54 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Netflix, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NFLX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $57 to $126 over the next 12 months.
Netflix, Inc. returned -39.3% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Netflix Inc. is a global entertainment company that provides subscription-based streaming services for television series, films, documentaries, and live programming.
The most recent item we track (24/7 Wall Street, 4 Nov 2026): "Netflix Is Playing a Bigger Game. Investors Should Take Notice". Netflix reported record profits, repurchased nearly $5 billion of its stock, and signed deals with Disney and the NFL. The article notes that its shares remain just above a 52-week low.
Netflix Inc. is a global entertainment company that provides subscription-based streaming services for television series, films, documentaries, and live programming. The company offers a wide catalog of original productions and licensed content, delivered across internet-connected devices such as smart TVs, smartphones, tablets, and computers. Netflix also includes advertising-supported membership options and mobile games, broadening its service offering beyond on-demand video. Its business is organized around streaming entertainment for consumers in more than 190 countries and supports viewing in multiple languages and genres. Headquartered in Los Gatos, California, Netflix Inc. plays a major role in the digital media market by combining content licensing, production, and distribution within a single platform.
CEO Mr. Theodore A. Sarandos · 16,000 employees · United States · https://www.netflix.com
