NFLXCommunication Services · EntertainmentThe 51 Wall Street analysts covering Netflix, Inc. hold a median 12-month price target of $90 — +27.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 66 of 100 as at 14 Oct 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
Volatility (96): The share price has been relatively steady.
Momentum (13): 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 quant trader with fourteen 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 +27.5% from it.
Of the 20 most recent actions, 3 moved their price target up and 8 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | Morgan Stanley | Maintains | Overweight | $83 → $80 |
| 7 Oct 2026 | Barclays | Maintains | Equal-Weight | $80 → $70 |
| 5 Oct 2026 | TD Cowen | Reiterates | Buy | $100 |
| 1 Oct 2026 | Guggenheim | Maintains | Buy | $75 → $80 |
| 29 Sept 2026 | Deutsche Bank | Upgrade | Buy | $100 → $95 |
| 29 Sept 2026 | Deutsche Bank | Upgrade | Buy | — |
| 22 Sept 2026 | HSBC | Downgrade | Hold | — |
| 22 Sept 2026 | HSBC | Downgrade | Hold | $96 → $76 |
| 18 Sept 2026 | Wells Fargo | Downgrade | Underweight | — |
| 18 Sept 2026 | Wells Fargo | Downgrade | Underweight | $80 → $57 |
| 14 Sept 2026 | Evercore ISI Group | Maintains | Outperform | $100 → $110 |
| 14 Sept 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 25 Aug 2026 | Wolfe Research | Maintains | Outperform | $84 → $95 |
| 25 Aug 2026 | Wolfe Research | Maintains | Outperform | — |
| 22 July 2026 | Baird | Maintains | Outperform | — |
| 22 July 2026 | Baird | Maintains | Outperform | $120 → $90 |
| 17 July 2026 | Barclays | Maintains | Equal-Weight | $85 → $80 |
| 17 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 17 July 2026 | Bernstein | Maintains | Outperform | $100 → $95 |
| 17 July 2026 | Bernstein | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NFLX appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Netflix, Inc. returned −41.9% against +17.5% 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 34% of US stocks
Cheaper than 20% of US stocks
Cheaper than 9% of US stocks
Cheaper than 15% of US stocks
Higher than 60% of US stocks
Higher than 46% of US stocks
Higher than 64% of US stocks
Higher than 88% of US stocks
Higher than 88% 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 $294.0B and an enterprise value of $301.5B.
Revenue in the twelve months to 30 June 2026: $48.4B. The latest quarter grew 13.4% 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: 22.2×; forward P/E: 18.6× — 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 →
Jefferies initiated coverage of Netflix with a “Buy” rating and an $85 price target, five days ahead of the company’s upcoming earnings report.
Why it matters — The analyst call gives NFLX watchers a rating and price target to note in the lead-up to earnings.
A Motley Fool contributor says Netflix is currently the largest holding in their portfolio. The headline frames the item around whether investors should buy Netflix stock before an investor update.
Why it matters — The item highlights an upcoming investor update as a point of interest for people following Netflix, but the excerpt provides no details about the update.
Netflix shares have struggled amid slower engagement growth and intensifying competition. The company laid off about 1,000 employees on Wednesday, its biggest round of cuts in years.
Why it matters — The report highlights slower engagement growth, competitive pressure, and significant staff reductions—developments relevant to investors tracking Netflix.
Netflix is cutting 6% of its staff, its biggest workforce reduction in four years, amid slowing growth and a stock slump.
Why it matters — The staff cuts and the cited backdrop of slowing growth and a stock slump are relevant developments for NFLX watchers.
Netflix is laying off about 6% of its workforce, or roughly 1,000 employees, in its largest job-cut round since 2022. Most cuts are expected in product, tech, legal and human-resources teams, according to an internal memo seen by Reuters.
Why it matters — The workforce reduction is a notable organizational change for Netflix that NFLX watchers may monitor.
The 51 Wall Street analysts covering Netflix, Inc. have a median 12-month price target of $90, with estimates ranging from $57 to $135. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 51 analysts covering Netflix, Inc., 35 rate it a Buy, 15 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Netflix, Inc. 66 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Netflix, Inc. ranks 66 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 Volatility (96 of 100).
No one can know that. What the data says: the median 12-month target from 51 analysts implies +27.5% from the last close, and Ticker Nerd's factor model ranks Netflix, Inc. 66 out of 100 as at 14 Oct 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 $135 over the next 12 months.
Netflix, Inc. returned -41.9% over the 12 months to 14 Oct 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 (Finbold, 15 Oct 2026): "Netflix stock gets bullish analyst call ahead of next week's earnings". Jefferies initiated coverage of Netflix with a “Buy” rating and an $85 price target, five days ahead of the company’s upcoming earnings report.
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
