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Wolfe Research Downgrades Netflix (NFLX) to Peerperform

Thu, 22 Oct 2026 07:49:01 -0400

Wolfe Research analyst Peter Supino downgraded Netflix (NASDAQ: NFLX) from Outperform to Peerperform.

For an analyst ratings summary and ratings history on Netflix click here. For more ratings news on Netflix click here.

Shares of Netflix closed at $65.04 yesterday.

Netflix (NFLX) PT Lowered to $93 at Deutsche Bank

Thu, 22 Oct 2026 07:22:26 -0400

Deutsche Bank analyst Bryan Kraft lowered the price target on Netflix (NASDAQ: NFLX) to $93.00 (from $95.00) while maintaining a Buy rating.

Form 10-Q NETFLIX INC For: Sep 30

Wed, 21 Oct 2026 16:02:00 -0400

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Netflix shares slide after weak guidance overshadows earnings beat

Wed, 21 Oct 2026 09:52:53 -0400

Netflix Inc shares fell 3.2% in morning trading Wednesday to $66.49, after touching a new 52-week low of $64.10 at the open. The drop followed the streaming company's Tuesday after-hours earnings release, which showed weaker-than-expected guidance for the current quarter.

The company reported third-quarter earnings per share of $0.87, beating the $0.82 consensus estimate. Revenue reached $12.87 billion, matching expectations and rising approximately 12% year over year.

Netflix projected fourth-quarter earnings of $0.67 per share, below the Wall Street consensus of $0.73. The company also forecast revenue of $13.44 billion, compared with analyst expectations of $13.52 billion.

The streaming company reduced its full-year

Buy the dip in Netflix stock as Q3 results show “no new negatives”: DB

Wed, 21 Oct 2026 09:30:29 -0400

Investing.com -- Deutsche Bank reiterated its Buy rating and $93 price target on Netflix on Wednesday, stating that the streaming giant’s third-quarter report revealed “no new negatives” beyond an operational delay in its advertising rollout.

Netflix shares are down more than 6% premarket after the company reported results that were in line with or better than Deutsche Bank’s estimates. The bank’s note was titled “No New Negatives; Buy The Dip.”

However, Netflix lowered its revenue guidance to the low end of its previous range while reiterating its operating margin guidance of 31.5%. It also cut free cash flow

Buy the dip in Netflix stock as Q3 results show “no new negatives”: DB

Wed, 21 Oct 2026 09:30:29 -0400

However, Netflix lowered its revenue guidance to the low end of its previous range while reiterating its operating margin guidance of 31.5%. It also cut free cash flow

StoneX Reiterates Hold Rating on Netflix (NFLX) Following 'Relatively Clean' Q3 Print

Wed, 21 Oct 2026 09:28:21 -0400

StoneX analyst Daniel L. Kurnos reiterated a Hold rating on Netflix (NASDAQ: NFLX).

The analyst commented, "Netflix (NFLX: Hold) delivered a relatively clean 3Q26 on the surface, with revenue of $12.87 billion right on top of consensus, our estimate, and guidance, while operating income of $4.46 billion beat the Street by $198 million. However, shares still fell roughly 5% after hours as the ad rollout experienced a hiccup and the margin beat was largely expense timing, which reversed in a 4Q guide of $13.44 billion in revenue and $3.50 billion in operating income, both below consensus at $13.52 billion and $3.73

Netflix (NFLX) PT Lowered to $100 at UBS on Softer Guidance

Wed, 21 Oct 2026 09:21:12 -0400

(Updated - October 21, 2026 9:21 AM EDT)

UBS analyst John Hodulik lowered the price target on Netflix (NASDAQ: NFLX) to $100.00 (from $115.00) while maintaining a Buy rating.

The analyst commented, "3Q results reflected in-line revenues and better profits (due to expense timing) while the 4Q guide was softer, partly driven by one-time expenses. Management now expects 2026 revenues at the lower end of its prior guidance (driven by softer advertising net of better subscription) while margins were reiterated despite one-time costs associated with 4Q headcount reductions. Management suggested its strategy and financial objectives are unchanged (incl. sustained double digit revenue

Netflix (NFLX) PT Lowered to $100 at UBS on Softer Guidance

Wed, 21 Oct 2026 09:21:12 -0400

(Updated - October 21, 2026 9:21 AM EDT)

UBS analyst John Hodulik lowered the price target on Netflix (NASDAQ: NFLX) to $100.00 (from $115.00) while maintaining a Buy rating.

Netflix (NFLX) PT Lowered to $85 at Citi

Wed, 21 Oct 2026 09:20:50 -0400

Citi analyst Jason Bazinet lowered the price target on Netflix (NASDAQ: NFLX) to $85.00 (from $100.00) while maintaining a Buy rating.

BMO Capital on Netflix (NFLX): 'Advertising Faces Product Delays, But Long-Term Vision Still Intact'

Wed, 21 Oct 2026 09:12:05 -0400

BMO Capital analyst Brian Pitz reiterated an Outperform rating and $125.00 price target on Netflix (NASDAQ: NFLX).

The analyst commented: "Advertising Faces Product Delays, But Long-Term Vision Still Intact; 3Q26 revenue was in line with consensus, while operating income was 4.2% above. However, NFLX reduced 2026E advertising revenue guidance from $3.0B to $2.7B because some ad product capabilities rolled out slightly slower than expected. Encouragingly, membership growth remains solid, supported by healthy subscriber retention across regions as churn improved YoY. We remain positive on the long-term monetization opportunity and see the near-term advertising slowdown as buildout pain rather than a structural

TD Cowen on Netflix (NFLX): 'We think US content slate fears are overblown'

Wed, 21 Oct 2026 09:00:34 -0400

TD Cowen analyst John Blackledge reiterated a Buy rating and $100.00 price target on Netflix (NASDAQ: NFLX).

The analyst commented: "Rev In Line, Op Inc Ahead; Lower Guide Reflects Ads & 1x Expense; NFLX 3Q rev was in line and Op Inc was 4.7% above cons. as UCAN rev accelerated. 4Q rev / Op Inc guides were 0.6% / 6.2% below cons. ests, largely reflecting timing of ads product rollout & 1x headcount reduction expense. We think US content slate fears are overblown (in particular given the accelerating UCAN rev despite recent price increase). We updated ests; maintain Buy & $100

Netflix (NFLX) PT Lowered to $78 at Piper Sandler

Wed, 21 Oct 2026 08:46:35 -0400

(Updated - October 21, 2026 8:46 AM EDT)

Piper Sandler analyst Thomas Champion lowered the price target on Netflix (NASDAQ: NFLX) to $78.00 (from $85.00) while maintaining an Overweight rating.

The analyst commented: "Focus Returns to US Content, Advertising Build Hits a Speedbump; Netflix reported a mostly in-line 3Q26 print, with revenue in-line with PSC and EBIT 5% above, though shares are down ~6% after market. Engagement issues have weighed down on the stock, and the recent management changes and headcount cuts signal Netflix is looking to execute more effectively, particularly in the US. The FY26 ads revenue reset is a disappointment.

Netflix (NFLX) PT Lowered to $78 at Piper Sandler

Wed, 21 Oct 2026 08:46:35 -0400

(Updated - October 21, 2026 8:46 AM EDT)

Piper Sandler analyst Thomas Champion lowered the price target on Netflix (NASDAQ: NFLX) to $78.00 (from $85.00) while maintaining an Overweight rating.

Netflix (NFLX) PT Lowered to $90 at BofA Securities

Wed, 21 Oct 2026 07:54:17 -0400

BofA Securities analyst Jessica Reif Ehrlich lowered the price target on Netflix (NASDAQ: NFLX) to $90.00 (from $105.00) while maintaining a Buy rating.

The analyst comments "Netflix has been a battleground stock for much of 2026, with investor concerns centered on slowing engagement, moderating revenue growth and the potential M&A activity. Recent mgmt. changes, to some, have validated some of these underlying concerns. While results and guidance were largely in line, the quarter did little to change the narrative. Management reiterated its commitment to double-digit revenue growth and margin expansion, although we anticipate investors will remain focused on evidence of stronger

Netflix (NFLX) PT Lowered to $90 at BofA Securities

Wed, 21 Oct 2026 07:54:17 -0400

BofA Securities analyst Jessica Reif Ehrlich lowered the price target on Netflix (NASDAQ: NFLX) to $90.00 (from $105.00) while maintaining a Buy rating.

Netflix (NFLX) PT Lowered to $65 at Pivotal Research

Wed, 21 Oct 2026 07:31:13 -0400

Pivotal Research analyst Jeffrey Wlodarczak lowered the price target on Netflix (NASDAQ: NFLX) to $65.00 (from $70.00) while maintaining a Hold rating.

The analyst comments "Tweaking Forecasts For Lower Subscribers, Higher Costs to Try to Reaccelerate Engagement (More Sports?), Which Led to a $5 Reduction in Our YE’26 Target Price to $65. Recall the key to the NFLX model flywheel is subscriber growth, and we are increasingly concerned that (especially) younger generations are less interested in long form content as their time migrates to “free” social media platforms. We believe this will result in slower subscriber growth and attempts by the

Netflix (NFLX) PT Lowered to $65 at Pivotal Research

Wed, 21 Oct 2026 07:31:13 -0400

Pivotal Research analyst Jeffrey Wlodarczak lowered the price target on Netflix (NASDAQ: NFLX) to $65.00 (from $70.00) while maintaining a Hold rating.

Netflix shares fall over 5% premarket on soft current-quarter revenue guidance

Wed, 21 Oct 2026 07:17:00 -0400

(Updated - October 21, 2026 7:17 AM EDT)

Investing.com -- Netflix issued current-quarter revenue guidance that missed consensus estimates, sending shares of the company down more than 5% in premarket trading.

The streaming giant has been struggling with user engagement and continued capital spending to sustain its vast portfolio of content. Shares of Netflix have fallen 0.4% since the company’s last quarterly report in July, and have lost more than 26% year-to-date, lagging behind a 12.7% rise in the benchmark S&P 500.

Netflix has also seen two high-profile executive departures in the span of a week, with Chief Content Officer Bela

Netflix shares fall over 5% premarket on soft current-quarter revenue guidance

Wed, 21 Oct 2026 07:17:00 -0400

(Updated - October 21, 2026 7:17 AM EDT)

Investing.com -- Netflix issued current-quarter revenue guidance that missed consensus estimates, sending shares of the company down more than 5% in premarket trading.

Netflix has also seen two high-profile executive departures in the span of a week, with Chief Content Officer Bela

Needham Downgrades Netflix (NFLX) to Hold

Wed, 21 Oct 2026 07:10:54 -0400

(Updated - October 21, 2026 7:10 AM EDT)

Needham analyst Laura Martin downgraded Netflix (NASDAQ: NFLX) from Buy to Hold.

The analyst comments "We lower our estimates and rating for NFLX to Hold (from Buy) owing to: 4Q26 guidance is below our ests, and we lower ests for FY26, FY27 and FY28; FX-neutral rev growth has decelerated from +14% y/y in 1Q26, to +12% y/y in 2Q26, to +11% y/y in 3Q26A and 4Q26E, and we project single-digit rev growth in FY27E; NFLX's content problems seem clear, and we think Peter Rice is an excellent TV executive, but we expect it to

Needham Downgrades Netflix (NFLX) to Hold

Wed, 21 Oct 2026 07:10:54 -0400

(Updated - October 21, 2026 7:10 AM EDT)

Needham analyst Laura Martin downgraded Netflix (NASDAQ: NFLX) from Buy to Hold.

Needham Downgrades Netflix (NFLX) to Hold

Wed, 21 Oct 2026 07:10:54 -0400

(Updated - October 21, 2026 7:10 AM EDT)

Needham analyst Laura Martin downgraded Netflix (NASDAQ: NFLX) from Buy to Hold.

Needham Downgrades Netflix (NFLX) to Hold

Wed, 21 Oct 2026 07:10:54 -0400

(Updated - October 21, 2026 7:10 AM EDT)

Needham analyst Laura Martin downgraded Netflix (NASDAQ: NFLX) from Buy to Hold.

Netflix (NFLX) PT Lowered to $78 at Guggenheim

Wed, 21 Oct 2026 06:54:04 -0400

(Updated - October 21, 2026 6:54 AM EDT)

Guggenheim analyst Michael Morris lowered the price target on Netflix (NASDAQ: NFLX) to $78.00 (from $80.00) while maintaining a Buy rating.

The analyst commented: "We maintain our BUY rating and trim our price target to $78 (from $80) following 3Q26 results that met guidance but were paired with an outlook modestly short of expectations. Three incremental data points drive our view: 1) the 4Q guide of $13.4bn (+11.5% y/y, +11% FX-neutral) sits below consensus (+12.2%) and the +12.6% buy side average in our Internet survey (link); 2) 2026 advertising revenue was lowered to ~$2.7bn