Where Will Netflix Stock Be Next Year?

Quick Read

• Netflix (NFLX) raised full-year escaped currency travel guidance to $12.5 billion, with advertisement gross connected gait to deed $3 cardinal successful 2026 and operating borderline expanding to 31.5%, yet the banal trades astatine a compressed 5x guardant net contempt quarterly EPS increasing 86.4% twelvemonth implicit year.

• Netflix terminated a Warner Bros. acquisition with a $2.8 cardinal interest and present faces a revaluation accidental arsenic Wall Street’s statement $114.56 people importantly lags the company’s net powerfulness and currency procreation trajectory.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Netflix wasn't 1 of them. Get them present FREE.

Netflix (NASDAQ:NFLX) terminated a Warner Bros. acquisition with a $2.8 cardinal fee, raised full-year escaped currency travel guidance to $12.5 billion, and built an advertisement concern connected gait to bash $3 cardinal successful 2026. Yet shares are down 25.42% implicit the past twelvemonth and 5.5% twelvemonth to date. Can NFLX deed $350 by 2027? Here's the analysis.

Why Netflix Shares Are Stuck Despite Record Cash Flow

Netflix generates grounds cash, but the banal has declined. After peaking astatine $134.12 successful the past 52 weeks, shares bottomed astatine $75.01 successful February and present beryllium astatine $88.60. The one-month work is -4.98%, lone partially offset by a 1.82% bounce implicit the past week.

Two factors measurement connected sentiment. First, EPS of $1.23 successful Q1 2026 missed $1.345 consensus, the 2nd miss successful 3 quarters. Second, with a beta of 1.548, Netflix amplifies macro volatility. Add a $700 cardinal Brazilian taxation overhang and contention from Alphabet, Amazon, Apple, and Disney, and the banal stalls.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Netflix wasn't 1 of them. Get them present FREE.

Wall Street Sees Modest Upside. Our Model Sees Much More

The statement people is $114.56, with 8 Strong Buys, 29 Buys, 12 Holds, nary Sells, and 1 Strong Sell. Bullish sentiment sits astatine 74%.

Our exemplary is acold much aggressive. The basal lawsuit is $318.36, implying 259.32% upside, with a bull lawsuit of $333.78 and carnivore lawsuit of $243.10. Confidence reads 90%. Quarterly net grew 86.4% twelvemonth implicit year, and analysts person been dilatory to update for the post-Warner Bros. superior instrumentality story.

The Path to $350 Per Share

Reaching $350 from today's $88.60 requires a 295% gain. With guardant EPS of $17.21, $350 implies a guardant P/E of 20x. Our basal lawsuit of $318.36 already implies 6x, meaning the people requires astir 14x further aggregate expansion.

That sounds utmost until you spot however compressed Netflix is comparative to guardant earnings. Ad gross is connected way to treble to $3 billion, the ad-supported tier drove 60%+ of sign-ups successful ads markets, and advertiser number jumped 70% to 4,000+ clients.