NFLX Analyst Ratings
Netflix, Inc. (NFLX) operates in the Communication Services sector, specifically the Entertainment industry, with a market capitalization near $286.02B, listed on NASDAQ, employing roughly 16,000 people, carrying a beta of 1.61 to the broader market. Netflix, Inc. Led by Theodore A. Sarandos, public since 2002-05-23.
Analyst Ratings
In the October 2026 monthly count, 51 analysts rated NFLX: 7 Strong Buy, 28 Buy, 15 Hold, 1 Sell and 0 Strong Sell.
Twelve months earlier, in October 2025: 50 analysts, 8 Strong Buy, 25 Buy, 14 Hold, 2 Sell and 1 Strong Sell.
Price Targets
- Average Target
- $90.78
- Median Target
- $90.00
- High
- $119.00
- Low
- $57.00
- Targets Published, Last 12 Months
- 72
Recent Price Targets
The 5 most recent of 71 price targets published in the last 12 months.
| Date | Firm | Analyst | Target | Price When Posted |
|---|---|---|---|---|
| Oct 6, 2026 | Goldman Sachs | Eric Sheridan | $90.00 | $67.50 |
| Oct 1, 2026 | Guggenheim | Michael Morris | $80.00 | $68.18 |
| Sep 29, 2026 | Deutsche Bank | Not named | $95.00 | $69.23 |
| Sep 18, 2026 | Wells Fargo | Not named | $57.00 | $75.31 |
| Sep 14, 2026 | Evercore ISI | Mark Mahaney | $110.00 | $77.40 |
Recent Upgrades & Downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 5, 2026 | TD Cowen | maintain | Buy | Buy |
| Oct 1, 2026 | Guggenheim | maintain | Buy | Buy |
| Sep 29, 2026 | Deutsche Bank | upgrade | Hold | Buy |
| Sep 22, 2026 | HSBC | downgrade | Buy | Hold |
| Sep 18, 2026 | Wells Fargo | downgrade | Equal Weight | Underweight |
Quantitative Rating
NFLX carries a model grade of B+ (overall score 3 of 5), computed from six valuation and financial measures (discounted cash flow, return on equity, return on assets, debt to equity, price to earnings and price to book), each scored 1 to 5. It is not an analyst rating.
How to Read NFLX Analyst Coverage
Sell-side equity analysts publish three primary outputs: ratings (Strong Buy / Buy / Hold / Sell / Strong Sell, or firm-specific equivalents), price targets, and EPS / revenue estimate revisions. Rating consensus moves slowly relative to price; it reflects 12-month directional conviction rather than near-term momentum. Price targets are more responsive but typically drift behind realized price during sharp moves. The most actionable signal for options traders is a cluster of ratings actions across multiple firms within a short window, which compresses or expands implied volatility on a horizon of days to weeks and shifts the put-call skew toward the directional consensus. The recent-actions table above shows the five most recent firm-level changes; longer histories live behind aggregator sources.
For event-driven options sizing, pair the consensus rating and target distribution with the implied-volatility surface and dealer-positioning view. Aggressive target hikes from multiple firms tend to tighten put skew (downside protection becomes relatively cheaper); aggressive cuts widen put skew. The size of the IV response in the hours after a rating change is visible on the per-ticker volatility skew page and the gamma-exposure page, both of which show how dealer hedging propagates the analyst-driven flow into the listed options chain.
Learn how analyst ratings is reported and how to read the data →
Frequently asked NFLX analyst ratings questions
- What is the NFLX consensus price target?
- As of the latest aggregator update, Netflix, Inc. (NFLX) carries a consensus 12-month price target of $90.78. Target ranges run from a low of $57.00 to a high of $119.00. The target is the average of the price targets published by sell-side equity analysts covering the name.
- What is the analyst rating consensus on NFLX?
- In the October 2026 monthly count, 51 analysts rated NFLX, and the distribution tilts to the Buy side: 7 Strong Buy, 28 Buy, 15 Hold, 1 Sell and 0 Strong Sell. Rating consensus moves slowly relative to price; it reflects sell-side conviction over a 12-month horizon rather than near-term momentum.
- What recent ratings actions has NFLX seen?
- The five most recent ratings actions on NFLX appear on the page above. Sell-side rating changes are watched for two reasons: an upgrade or downgrade with a meaningful target revision moves the consensus and can trigger short-term positioning shifts, and the firm-level rating cluster (multiple firms moving in the same direction within a short window) is a clearer signal than any single action. Options markets often price the implied-vol response within minutes of the announcement.
- How do analyst targets affect NFLX options pricing?
- Analyst target revisions tend to be priced in by the lit options market within minutes of publication, but persistent target drift over weeks does correlate with implied-volatility movement. Aggressive target hikes from multiple firms inside a single quarter tighten put skew (downside protection becomes cheaper relative to upside speculation); aggressive cuts widen put skew. The most actionable read is the implied-vol response in the hours after a target change, which is visible on the per-ticker volatility skew page.