“Netflix’s Second-Quarter Results Are In, and SO are the First Wall Street Verdicts. Several Experts Further Pushed Up Their Stock Price Targets on the Streaming Giant and Increated Financial Forecasts After What Wat Was Generally Seen as a strong set. Netflix exceeded some key targets for the Latest Period and”, – WRITE: www.hollywoodReporter.com
Netflix Exceeded Some Key Targets for the Latest Period and Also Boosted Its Full-Year 2025 Financial Outlook, But Some Investors Had Hoped For An Even Bigger Quarterly Out. Streamer, Leading to A Muted Stock Reaction. After the Stock Closed Thursday’s Trading Session Up 1.9 Percent Going Into the Earnings Report, Company Shares Were Down 2.5 Percent As of 8 Am et on Friday Before The Market Open.
Given All That, Wall Street’s Focus Is Now Shifting to the Company’s Performance in the Back Half of the Year.
A raft of content debuting through the end of the year and the growth of the ad tier were there arefore Among the Issues in focus for Wall Street Experts Aspe Sarandos.
“All Eyes on the Second-Half” was the Headline of the Post-Earnings Report by Bernstein Analyst Laurent yoonin which he Maintained his “buy” rating and $ 1,390 Stock Price Target. “NETFLIX DELIVERED AN IMPRESSIVE 16 PERCENT YEAR-OVER-YEAR Revenue Growth for the Quarter, Thought It Fell Slightly Short of Elevated-But Arguably Justifiable-BUSTESIDE- “On Its Own, That Might Have Made for a Rough Day For the Stock. However, The Company Raised Its Full-Year Revenue and [earnings] Guidance, Leaving Investors with Mixed Views. The Stock Gave Back Its Intra-Day Gains in After-Hours Trading, and No Doubt We’re All Heading Back to the Models to Reass the Outlook for the Second Half ’25, ’26, and Beyond.
With that Said, “All Eyes Are On the Second Half, WHEN NETFLIX TYPICALLY DRIVES OF THE BULK OF ITS MEMBER GROWTH, FUELED by it ITS Content Slate and Marketing,” YOON CONCLUDED. “Anticipation around second-half
Performance is Likely to Kieep Investors Steady – or Ready to Buy The Dip, Should One Emerge. ”
William Blair Analyst Ralph SchackArt Maintained his “outperform” rating, with a price target, and focused on similear themes in his report entitled “good quarter, but tortas high expectations.” Netflix Shares Are Up 42 Percent Year-To-Date, “and Expectations Were High [going] Into The Quarter, ”He Noted.“ In Other Words, An Overall ‘Good’ Set of Results and Guide Were Not Good Enough for Elevated Expectations, In Our View. The Above-The-Street Revenue Guide Was Due in Part To A Weaker Dollar. ”
That said, SchackArt Remains Bullish. “The Outlook for Netflix Remains Positive in Our View, with A Strong Slate, A Broading Advertising Platform, Solid Recentation, Price Changes in Line With Expectations, An. “Overall, Netflix Remains Well Positioned to Remain A Secular Streaming Winner.”
Several Peers on the Street, Thought, Lifted Their Stock Price Targets on Netflix a Further Following the Latest Set of Results.
One of the Biggest Boosts Came from Moffettnathanson Analyst Robert Fishman, Who Maintaned his’ Buy “Rating on the Company But Pumped His Stock Price Target $ 100 Higher To $ 1,400. The Title of His Friday Report: “Netflix: The King of Streaming (Profits).”
“DUE TO The Strength of Netflix’s Remaining Content Calendar, As Well As the Continued Growth of It Tier Monetization Boosted by the Shift to Its In-House Netflix ads Suit to 16 percent at $ 45.2 Billion, The Top End of Raised Full-Year Guidance of $ 44.8- $ 45.2 Billion, ”He Wrote. “The Higher Revenues Should Continue to Propel Faster [earnings] Growth, Even with Content Amortization Expert to Accelerate. ”
Fishman Underlined his Bullish Stance with a YouTube Comparison. “In the Streaming Wars, The Two Big Winners – Netflix and YouTube – ANN’T COMPETING FOR A SINGLE SPOT. INSTEAD, They’re Playing Different Games,“ He Explained. “YouTube, [which] We Recently Named the ‘New King of All Media,’ Is Dominant in Connected TV Engagement, Thriving on User-Generated Content. Meanwhile, Netflix Leads in Premium Scriprated Original and Licensed Series and Films, Commanding Higher Margins and Translating Into Even Higher Profits. ”
Evercore Isi Analyst Mark Mahaney Also Reiterated his Netflix Rating on Friday, An “Outperform,” While Raising His Stock Price Target from $ 1.350 To $ 1,375Citying “Beat & Raise Second-Quarter Earnings Results” in A Report Entitled “On A Streaming Roll.”
“Upside was expectioned, and Upside was Delivered, Thanks to Foreign Exchange, Strong Subscriber Growth, and Ad Revenue Ramping,” He Wrote. “FUNDAMENTALS WERE IMPRESSIVE, WITH EX-FORIGN Exchange Revenue Growth Acceleration to 17 Percent Year-Over-Yoar-Yoar and Operation Margin Reaching A Record HIGHT 34 Percent, Thanks.
Mahaney Also Cited Three Key Takeaways. FIRST, HIGHLIGHTED “STABLE OR Acceleration Revenue Growth Trends in Everi Region, Despite Tougher Comes, with The Acceleration in Us/Canada Growth Back to 15 Percent The MOST IMTAN Second, on Margin Trends, He Argued that “Netflix’s Full-Year Operation Margin Guidance (30 Percent) Is Likely Conservative, But It ALSO IMPLIES A LOT OF DRY DRY DRY. Event Bidding Opportunities. ”
Third, Mahaney Pointed Out New English Disclosures Show 1 Percent Growth in Total Viewing Hours in the First Half of 2025 to a third of all Viewing, and no title accounting for more than 1 percent of total Viewing Hours. ” Concluded The Analyst: “TheSe Disclosures Suggest Consistent Engase Growth, Broad Global Content Appeal, and Extreme Diversity of Content Offers.”
Guggenheim Securities Analyst Michael Morris Also Lifted His Stock Price Target, In His Case by $ 50 To $ 1,450While Standing by His “Buy” Rating. In a report entitled “Position of Strength,” HE SAID The Expert The Company of the Company of the Company of the Company of the Commission AnnounCed TF1 Agreement in France, Which We Anticipate Will Be A Template for Additional Deals. ”
MORRIS THEN SUMMarized His Reasons for Bullishness This Way: “Importantly, We See The Company Pursuing Growth Opportunities from DISTRIBUTION, WHICH WEXT WILL FURTHERNGTHEN WITH DEEPER LOCAL MARKET EXPANSION. Post-Earnings (Who We Do). ”
BMO Capital Markets Analyst Brian Pitz reiterated his “outperform” rating and stock price target of $ 1,425. “WITH an Attractive Second-Half 2025 Global Content Slate Across Live, Licensed, And Originals, Member Growth, As Well As the Advertising Ramp, Remains Healthy,” Hest ARGUED.
The Expert Also Discussed Local Content in International Territories. “WITH LOCALIZED CONTENT IN Over 50 Countries and Annual Content Spending Exceeding $ 18 Billion, The TF1 Partnership in France Is Expectioned To Yield Positive Results, Pitz Concluded. “We believe Continued Local Contentments Enseure Ongoing Engagement, Growth, and Limited Churn Levels.”
TD Cowen Analyst John Blackledge Stuck to ha “buy” rating with his stock price target edging up up from $ 1,440 to $ 1,450. “Management Expects that Second-Half 2025 Engase Growth Will Outpace First-Half Growth, Supported by A Strong Second-Half Content Slate Wich Includes Returning Hits Wednesday Season 2 and The Stranger Things Finale, “He Highlighted.“ Following A Solid US Upfront, Netflix is on Track to Reach Their Target of Roomhly Doubling Ad Revenue Year-Over-YEAR IN ’25. ”
Cfra Research Analyst Kenneth Leon kept his “strong buy” rating on netflix shares with a $ 1,485 Stock Price Target. “NETFLIX is expanding it Global Competitive Advantage in Streaming with Prting Power, While Benefiting from Advertising Shifts from Linear Network to Streaming Providers “We Think The Company’s Ad Tech Platform Will Enable Netflix to Capture More Sponsor Advertising Over Longer Contracts, While Its ‘Local For Local’ Content Strategy.
Concluded Leon: “WitH No Tariff Risks, Attractive Margins, and New Growth Drivers (Including Live Programming), Netflix Deserves a Premium VALUATION.”
Pivotal Research Group Analyst Jeffrey Wlodarczak Remains the Biggest Netflix Bull On Wall Street, Reitecture His Street High $ 1,600 Stock Price Target and A “Buy” Rating. “’25 is Netflix’s Biggest Year Ever for Content and that Content Is Heavly Weigted to the Second Half, WHICH INCLUDES Squid Game 3, Wednesday, Stranger Things and Some Big Firt-Run Movies (Such As Happy Gilmore 2), ”He Noted.
“OUR POSITIVE NETFLIX INVESTMENT VIEW REMAINS unCRIGED THAT NETFLIX REMAINS Underpenetrated Globally, Offers An Extremely Compelling Price to Entertainment Vali (that is. Supported Offering that Should ALLOW The Company to Continue to Generate Solid Subscriber Growth and Average Revenue Per User Growth Service. ”
Beyond Wall Street, Experts Also Commented On Netflix’s Latest Results. “There Are Few Surprises, As Netflix is Now A Well-Oiled Machine,“ SAID PP Foresight Analyst Paeolo Pescatore. “Subscribers Continue to Sign Up, And It Churns Out Successful Shows that Drive Engagement. All of this, Coupled with Price Rises, Will Drive Revenue Higher.”
He Emphasized Thought that “Advertising Still Remains A Key Strategic Goal and One That Will Take A Bit Longer To Crack.” That Said, Pescatore Highlighted: “Its Strong Content Slate Puts It In a Far Stronger Position Compared to Rivals. The Latest Engagement Report Report ReportForces that ADTAS AS TV GOLDF.
Scott PurdyUS Media Industry Lead, Strategy, At KPMG USPut the Netflix Results Into Broader Industry Trends. “Standout Content Still Drives Massive Engagement, But The Real Winners Aren’t Just CAPTURING ATTENTION, They’re Using Their Brand and Their Scale to Monetize It.”
And He Touched on Possible AI Upside, Concluding: “AI May Become The New Competitive Advantage to Drive Customization, Engagement, and Efficy, While AD-SUPITPORTED MODELPPORTED Viewers and Advertisers As Subscriber Counts Enter The Rear View. ”