Reiterated
2026-01-23
Robert W. Baird
RatingOutperform
From—
Target$120
From$150
NFLX Analyst Ratings
Baird cut its Netflix target to $120 from $150 on Jan 23, keeping Outperform. Wolfe Research and UBS also trimmed targets while staying bullish. Consensus is Hold at $401 average target — ad tier ramp and password sharing crackdown benefits largely priced in.
ANALYST RATINGS
NFLXBuy$113
Outperform$120
Reiterated
2026-01-23
Outperform$95
Reiterated
2026-01-21
Buy$130
Reiterated
2026-01-21
Buy$112
Reiterated
2026-01-21
Buy$120
Reiterated
2026-01-21
Reiterated
2026-01-21
Wolfe Research
RatingOutperform
From—
Target$95
From$121
Reiterated
2026-01-21
UBS
RatingBuy
From—
Target$130
From$150
Reiterated
2026-01-21
TD Cowen
RatingBuy
From—
Target$112
From$115
Reiterated
2026-01-21
Rothschild & Co Redburn
RatingBuy
From—
Target$120
From$145
Reiterated
2026-01-21
Rosenblatt
RatingNeutral
From—
Target$94
From$105
Reiterated
2026-01-21
Pivotal Research Group
RatingHold
From—
Target$95
From$105
Reiterated
2026-01-21
Piper Sandler
RatingOverweight
From—
Target$103
From$140
Reiterated
2026-01-21
Oppenheimer
RatingOutperform
From—
Target$125
From$145
Reiterated
2026-01-21
Needham
RatingBuy
From—
Target$120
From$150
Reiterated
2026-01-21
Morgan Stanley
RatingOverweight
From—
Target$110
From$120
Reiterated
2026-01-21
KeyBanc Capital Markets
RatingOverweight
From—
Target$108
From$110
Reiterated
2026-01-21
Guggenheim
RatingBuy
From—
Target$130
From$145
Reiterated
2026-01-21
Goldman
RatingNeutral
From—
Target$100
From$112
Reiterated
2026-01-21
Deutsche Bank
RatingHold
From—
Target$98
From$95
Reiterated
2026-01-21
Canaccord Genuity
RatingBuy
From—
Target$125
From$152
Reiterated
2026-01-21
BMO Capital Markets
RatingOutperform
From—
Target$135
From$143
Initiated
2026-01-12
HSBC Securities
RatingBuy
From—
Target$107
From—
Reiterated
2026-01-09
Goldman
RatingNeutral
From—
Target$112
From$130
Downgrade
2025-12-08
Rosenblatt
RatingNeutral
FromBuy
Target$105
From—