Netflix, Inc. (NFLX) is a stock, and after its October 2026 earnings report most major firms recalibrated their views. The 16 individual, attributed targets reviewed — including Bank of America ($90), Goldman Sachs ($84), Citi ($100), UBS ($100), Morgan Stanley ($77), Rosenblatt ($71), BMO Capital ($125), Wedbush ($90), KeyBanc ($85), Evercore ISI ($90), Jefferies ($85), Bernstein ($80), Argus Research ($95), Phillip Securities ($100), TD Cowen ($100), and Freedom Broker ($95) — average $91.69, rounded to $92.
That range, roughly $71 to $125, is unusually wide and shows genuine disagreement. Bulls such as Citi, UBS, and BMO argue the advertising and engagement setbacks are transitory and that valuation is undemanding. Cautious names such as Rosenblatt (Neutral) and Morgan Stanley see slower growth and engagement as limiting near-term upside. Needham downgraded the shares from Buy to Hold entirely. Independent trackers corroborate the dispersion: S&P Global reports an average near $91 across 52 analysts, while TipRanks and Yahoo Finance show averages closer to $87 and $85, respectively.
The latest verified price is $67.05, within a 52-week range of roughly $64.10 to $116.73. The stock has fallen sharply from earlier 2026 highs and now trades near its 52-week low. Reaching the $92 target implies a gain of about 37% — a substantial move that would require not just a recovery in sentiment but tangible improvement in the company's growth narrative.
The path depends on whether investors re-rate the shares toward the low-$90s that many analysts still model. Third-quarter earnings of 87 cents per share beat the 82-cent estimate and revenue rose 12% year over year to $12.87 billion, but fourth-quarter and full-year revenue guidance came in below consensus, and the company trimmed its 2026 advertising outlook. At a trailing P/E in the high teens to low 20s, the stock is far cheaper than its five-year median, which supports the case that much of the negativity is already reflected in the price.
Netflix is trading just above its 52-week low of about $64.10, which now functions as a key support level. A break below it would leave the stock without recent price memory. On the upside, the $84–$90 zone — where several analyst targets and prior breakdown levels cluster — represents a meaningful resistance level that the shares would need to reclaim before the $92 target comes into view. The 52-week high near $116.73 underscores how far sentiment has reset.
Analyst price targets typically reflect a research horizon of roughly 12 months, though individual firms do not always disclose an exact timeframe, and the spread between the $71 and $125 targets shows how differently analysts model the timeline. Investors should monitor the next earnings report, advertising revenue progress, U.S. and Canada engagement metrics, subscriber and churn trends, buyback activity, any further analyst target revisions, and the new content chief's early impact on the slate.
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Whether Netflix (NFLX) can reach $92 depends on a recovery the market has not yet priced in. The $92 figure is the calculated average of 16 current analyst targets, requiring a roughly 37% rise from the latest price — a substantial move. The bull case rests on durable subscriber scale, double-digit growth, aggressive buybacks, and a valuation near a historical low. The bear case centers on an advertising shortfall, slowing U.S. engagement, and a guidance trajectory that has repeatedly disappointed. With analyst targets spanning $71 to $125, there is no consensus on timing or magnitude. Investors should watch advertising and engagement trends, upcoming earnings, and any further target revisions rather than treat the $92 level as a forecast.
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A.I.dvisor tells us that NFLX and WMG have been poorly correlated (+30% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that NFLX and WMG's prices will move in lockstep.
| Ticker / NAME | Correlation To NFLX | 1D Price Change % | ||
|---|---|---|---|---|
| NFLX | 100% | -2.16% | ||
| WMG - NFLX | 30% Poorly correlated | +0.07% | ||
| FWONA - NFLX | 30% Poorly correlated | -0.34% | ||
| LUCK - NFLX | 29% Poorly correlated | +6.85% | ||
| AMCX - NFLX | 28% Poorly correlated | -1.26% | ||
| SKYD - NFLX | 26% Poorly correlated | +3.47% | ||
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