
Netflix (NFLX) Stock Forecast & Price Target
Netflix (NFLX) Analyst Ratings
Bulls say
Netflix has demonstrated robust subscriber growth, increasing its global subscriber base to over 325 million in 2025, which marks an approximately 8% rise year-over-year. The introduction of ad-supported subscription plans contributed to a near 6% year-over-year increase in average revenue per member in 2025, alongside a substantial 2.5 times year-over-year growth in advertising revenue, which is projected to double again in 2026. Additionally, Netflix reported a 17.6% year-over-year increase in revenue for Q4 2025, surpassing its own guidance, further emphasizing the positive momentum in its financial performance.
Bears say
Netflix's recent financial performance reveals concerning trends, particularly within the APAC region, where revenue of $1.42 billion fell 2% short of estimates despite a 17% year-over-year increase. The company's guidance projects a significant deceleration in revenue growth, forecasting an approximate 300 basis point slowdown quarter-over-quarter and over 500 basis points year-over-year for fiscal year 2026, attributed to slower subscriber additions and a decrease in advertising opportunities. Additionally, elevated content spending and operating expenses are expected to further compress margins, leading to lowered revenue and earnings estimates for both fiscal year 2026 and fiscal year 2027.
This aggregate rating is based on analysts' research of Netflix and is not a guaranteed prediction by Public.com or investment advice.
Netflix (NFLX) Analyst Forecast & Price Prediction
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