Netflix shares are in the spotlight ahead of the company’s earnings report, set to be released Thursday after market close. Analysts expect the streaming giant to post growth in both revenue and profit, despite an uncertain macroeconomic backdrop.
JPMorgan called Netflix “the most resilient” company in its coverage, highlighting the platform’s loyal subscriber base, with users watching an average of two hours daily. The bank maintained its “overweight” rating and a price target of $1,025 per share.
Morgan Stanley also named Netflix a “top pick,” noting the company could show relative resilience amid global economic weakness. Analysts described the recent dip in shares following President Donald Trump’s tariff announcement as a “buying opportunity.”
According to Visible Alpha, 14 out of 18 analysts covering Netflix recommend a “buy” or equivalent rating. The rest rate the stock as a “hold.” The average price target stands at $1,097, implying nearly 20% upside from Friday’s closing price.
Netflix is expected to report $10.5 billion in revenue (+12% year-over-year) and $2.48 billion in net income ($5.69 per share) versus $2.33 billion ($5.28 per share) a year earlier.
Netflix shares have gained nearly 50% over the past 12 months, closing Friday at $918.29.