"Of 51 analysts covering Netflix, 37 carry bullish ratings, against 13 Holds and one Sell. The average price target of $113.43 implies roughly 18.7% upside from current levels."
"Paul Tudor Jones increased his position by 147% in Q4 2025, bringing his stake to nearly 1.6 million shares. D.E. Shaw raised its position by 48% over the same period."
"The bullish thesis rests on genuine financial momentum. Full-year 2025 revenue reached $45.18 billion, up 15.85% year over year, with free cash flow of $9.46 billion, up 36.68%."
"Ad revenue more than doubled in 2025 to over $1.5 billion and is projected to roughly double again in 2026. The company guides for $50.7 billion to $51.7 billion in 2026 revenue."
Netflix ended April 1, 2026, at $95.55, with a significant gap between institutional buying and insider selling. Of 51 analysts, 37 are bullish, with an average price target of $113.43, suggesting an 18.7% upside. Notable institutional investors increased their stakes, while insiders sold shares at lower prices. The bullish case is supported by strong financial momentum, with 2025 revenue of $45.18 billion and projected ad revenue growth. The company anticipates 2026 revenue between $50.7 billion and $51.7 billion.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]