William Blair on Netflix (NFLX): 'Solid Quarter but Guidance a Bit Light'

Netflix (NFLX) PT Lowered to $120 at Needham, Defends Name

Needham analyst Laura Martin lowered the price target on Netflix (NASDAQ: NFLX) to $120.00 (from $150.00) while maintaining a Buy rating.

The analyst comments "We defend NFLX shares, which are trading lower, although we lower our PT. Why is NFLX trading lower? NFLX's guidance... More

Popular stocks with increasing option volume: NFLX AMD INTC MU MSTR PLTR SOFI HOOD AVGO

Popular stocks with increasing option volume: NFLX AMD INTC MU MSTR PLTR SOFI HOOD AVGO

Jefferies on Netflix (NFLX): 'Increased deal certainty would be a key positive catalyst'

Jefferies analyst James Heaney reiterated a Buy rating and $134.00 price target on Netflix (NASDAQ: NFLX).

The analyst comments "We view the Q4 print as mixed with the FY26 op. margin guide of 32% (ex M&A) vs. expects of 33% and 2% y/y 2H viewing... More

Netflix (NFLX) PT Lowered to $135 at BMO Capital

BMO Capital analyst Brian Pitz lowered the price target on Netflix (NASDAQ: NFLX) to $135.00 (from $143.00) while maintaining a Outperform rating.

The analyst comments "NFLX delivered solid 4Q25 results, with Revenue/Operating Income 0.7%/2.6% above consensus. The initial 2026E guide was mixed, with revenue... More

Fubon Downgrades Netflix (NFLX) to Hold

Fubon analyst Irene Weng downgraded Netflix (NASDAQ: NFLX) from Buy to Hold with a price target of $98.00.

For an analyst ratings summary and ratings history on Netflix click here. For more ratings news on Netflix click here.

Shares of Netflix closed at $87.26 yesterday.

Netflix (NFLX) PT Lowered to $125 at Canaccord Genuity

(Updated - January 21, 2026 2:53 AM EST)

Canaccord Genuity analyst Maria Ripps lowered the price target on Netflix (NASDAQ: NFLX) to $125.00 (from $152.50) while maintaining a Buy rating.

The analyst commented: "Netflix reported solid Q4 results, with both revenue and OI ahead of expectations and guidance. The company disclosed that it exceeded 325M paid memberships during Q4, implying HSD y/y growth vs. mid-to-high teens membership growth exiting 2024; hours watched grew... More

Netflix (NFLX) PT Lowered to $110 at Morgan Stanley

Morgan Stanley analyst Benjamin Swinburne lowered the price target on Netflix (NASDAQ: NFLX) to $110.00 (from $120.00) while maintaining a Overweight rating.

The analyst comments: "Our OW thesis on NFLX reflects our bullish view on its ability to drive adj. EPS growth over 20% annually through 2028E as it continues to scale the world's largest streaming business. This business generates uniquely strong and still... More

Netflix (NFLX) PT Lowered to $100 at Goldman Sachs

Goldman Sachs analyst Eric Sheridan lowered the price target on Netflix (NASDAQ: NFLX) to $100.00 (from $112.00) while maintaining a Neutral rating.

The analyst comments: "We recap NFLXs Q425 earnings report which reflected strong results across revenues, EBIT & FCF. In 2026, we see a... More

Netflix (NFLX) PT Lowered to $95 at Wolfe Research

Wolfe Research analyst Peter Supino lowered the price target on Netflix (NASDAQ: NFLX) to $95.00 (from $121.00) while maintaining a Outperform rating.

The analyst comments: "A savvy Wall Street salesman advised that "there are no decelerating growth managers." So while it's fine... More

Netflix co-CEO Sarandos: YouTube is 'not just UGC and cat videos anymore,' but TV

Netflix co-CEO Ted Sarandos on Tuesday: YouTube is 'not just UGC and cat videos anymore,' but TV

Netflix falls afterhours on soft guidance amid slower growth ahead

Investing.com-- Netflix Inc (NASDAQ: NFLX) fell in afterhours trading Tuesday after the streaming giant delivered soft guidance that fell short of Wall Street expectations for early 2026 and flagged a deceleration in growth despite a record 325 million paid subscribers and surging ad... More

Banks selling $8.2 billion more Netflix debt for Warner Bros bid - Bloomberg

Banks selling $8.2 billion more Netflix debt for Warner Bros bid - Bloomberg

After-hours movers: Netflix, United Airlines, Zions Bancorp, and more

After-hours movers:

Netflix (NASDAQ: NFLX) fell 5% after results and guidance were lackluster. Netflix forecasts 2026 revenue of $50.7B-$51.7B (+12%-14% year over year) with ad revenue expected to roughly double, and an operating margin of 31.5%.

United... More

Netflix (NFLX) Tops Q4 EPS by 1c, Offers Guidance

Netflix (NASDAQ: NFLX) reported Q4 EPS of $0.56, $0.01 better than the analyst estimate of $0.55. Revenue for the quarter came in at $12.05 billion versus the consensus estimate of $11.97 billion.

GUIDANCE:

Netflix sees Q1 2026 EPS of $0.76, versus the consensus of $0.81. Netflix sees Q1 2026... More

Netflix slightly beats revenue estimates, shares slide amid bidding war for Warner Bros

LOS ANGELES, Jan 20 (Reuters) - Netflix beat Wall Street's revenue and earnings estimates for its holiday quarter on Tuesday but its shares tumbled more than 4% in after-hours trading, as the streaming giant remains locked in a fierce bidding war for Warner Bros Discovery.

The company reported results hours after amending its $82.7 billion merger agreement with Warner Bros, as it seeks to fend off a hostile bid from Paramount Skydance. 

"Historically, Netflix has not shied away from doing whats right for long-term growth even at the expense of near-term negative share price reaction," said Michael Ashley Schulman, chief investment officer of... More

Popular stocks with increasing option volume: NFLX AMD INTC MU MSTR PLTR SOFI HOOD AVGO

Popular stocks with increasing option volume: NFLX AMD INTC MU MSTR PLTR SOFI HOOD AVGO

Netflix stock rises as Warner Bros. deal shifts to all-cash structure

Investing.com -- Netflix stock rose 0.7% Monday morning despite broad weakness in the Nasdaq 100, which fell 1.8%, after the streaming giant and Warner Bros. Discovery amended their merger agreement to an all-cash transaction.

The revised deal maintains the previously announced valuation of $27.75 per WBD share but eliminates the stock component, providing WBD shareholders with greater certainty of value. The amendment comes amid ongoing challenges from... More

Netflix amends Warner Bros. Discovery deal to all-cash structure

Netflix Inc. (NASDAQ: NFLX) and Warner Bros. Discovery amended their merger agreement to an all-cash transaction valued at $27.75 per Warner Bros. Discovery share, according to a press release from the companies.

The revised structure maintains the same valuation as the original agreement while providing Warner Bros. Discovery stockholders with cash consideration instead of a mixed payment structure. Warner Bros. Discovery stockholders will also... More

Netflix (NFLX) amends Warner Bros. bid, makes it all cash

Netflix (NFLX) amends Warner Bros. bid, makes it all cash

Netflix and WBD amend agreement to all-cash deal at $27.75 per share

Netflix Inc. and Warner Bros. Discovery Inc. have amended their merger agreement to an all-cash transaction, maintaining the $27.75 per share valuation while accelerating the timeline for stockholder approval.

The revised structure eliminates the mixed cash-and-stock format of the original deal announced previously. WBD stockholders will receive $27.75 in cash per share plus additional value from shares of Discovery Global following its planned separation from... More

Netflix set to report Q4 results as 2026 revenue outlook comes under scrutiny

Netflix heads into its fourth-quarter earnings report with investor focus centered on revenue guidance for 2026 and the pace of growth outside its advertising business, according to analysts at Jefferies in a recent note.

The streaming company reported revenue of $45.09 billion for 2025, up from $39 billion in 2024, while EBITDA rose to $13.92 billion from $11.02 billion over the same period.

Street estimates cited in... More

Netflix (NFLX) call put ratio 2 call to 1 put into quarter results

Netflix (NASDAQ: NFLX) January 23 weekly 88 straddle priced for a move of 8%. Call put ratio 2 call to 1 put into the expected release of quarter results today after the bell.