"Analysts are looking for EPS of $0.79 and revenue of $12.18 billion for Q1 2026. Estimates for GAAP EPS are higher at $1.34, so keep that in mind if you see articles reporting massive earnings growth."
"The analyst community is firmly in the bull camp with a Strong Buy consensus and an average price target of $115.80. Prediction markets are even more decisive, putting the probability of a beat at 96.3%."
"Despite the beat, the stock dipped -2.2% in the day following the report, a reminder that 'beating earnings' alone does not guarantee an immediate price reward."
"The ad-supported tier is scaling faster than anticipated, with KeyBanc citing advertising revenue momentum as a key driver. Full-year 2025 ad revenue already topped $1.5 billion."
Netflix is set to report its Q1 2026 earnings, with analysts expecting an EPS of $0.79 and revenue of $12.18 billion. The consensus reflects a strong bullish sentiment, with a Strong Buy rating and an average price target of $115.80. Last quarter, Netflix reported an EPS of $0.56 and revenue of $12.05 billion, but the stock dipped despite beating estimates. Key factors to watch include the rapid growth of the ad-supported tier, which has already generated over $1.5 billion in ad revenue for 2025.
Read at 24/7 Wall St.
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