Netflix (NFLX)
Analyst Update
Wedbush reiterated Netflix with a “Outperform” rating, with analyst Alicia Reese maintaining a $115.00 price target for the next 12 month period. With the stock recently trading around $77 per share, the target implies substantial upside potential of roughly 49% from current levels.
Wedbush’s bullish stance reflects confidence in Netflix’s long-term earnings trajectory, supported by continued subscriber monetization improvements, disciplined content spending, and expanding operating margins. The firm has historically emphasized the company’s advertising-supported tier and password-sharing monetization initiatives as incremental revenue drivers, which are enhancing average revenue per user (ARPU) and strengthening free cash flow generation.
From a valuation standpoint, analysts views the current multiple as undemanding relative to Netflix’s forward earnings growth profile and global streaming leadership. The $115.00 price target incorporates expectations of sustained margin expansion, improved content efficiency, and continued scale benefits across international markets.
Overall, the reiteration signals confidence in Netflix’s competitive positioning within the streaming ecosystem and its ability to translate subscriber scale into durable earnings growth despite industry competition and evolving consumer demand dynamics.
STA Research (StockTargetAdvisor.com) is a independent Investment Research company that specializes in stock forecasting and analysis with integrated AI, based on our platform stocktargetadvisor.com, EST 2007.
