Key Stats for Netflix Stock
- Pre-market price change for Netflix stock: 2%
- $NFLX Stock Price as of Apr. 2: $100
- 52-Week High: $134
- $NFLX Stock Price Target: $113
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Netflix (NFLX) stock got a boost today after Goldman Sachs upgraded shares from Neutral to Buy, raising its 12-month price target to $120 from $100.
- The upgrade comes after Netflix stock fell roughly 18% over the past six months, weighed down by the company’s now-abandoned bid to acquire Warner Bros. Discovery’s streaming and studio assets.
- With that deal off the table, Netflix collected a $2.8 billion termination fee and is now back to being a pure execution story.
- Goldman sees that as a positive reset.
The bull case rests on three things.
- First, sustained revenue growth: Goldman projects that ad revenue alone will grow from roughly $1.5 billion in 2025 to nearly $9.5 billion by 2030.
- Netflix also just raised prices across its three main U.S. subscription tiers in March 2026, a move Goldman estimates could add $3 billion in combined revenues over 2026 and 2027.
- Second, margin expansion: Goldman forecasts roughly 250 basis points of annual operating margin improvement over the next three years, helped by moderating content costs and tighter spending discipline.
- Third, capital returns: Netflix repurchased $21 billion in shares since 2023, averaging about 90% of annual free cash flow before pausing buybacks for the acquisition.
- Goldman now sees Netflix buying back 20% to 25% of its current market cap over the next five years.
See analysts’ growth forecasts and price targets for Netflix stock (It’s free) >>>
What the Market Is Telling Us About Netflix Stock
Netflix stock is still well off its highs, which is part of what makes Goldman’s upgrade interesting.
The PEG ratio sits around 1.1 times — well below its five-year average of 1.65 times and below its level before the Warner Bros. deal was announced.
Goldman sees that as an attractive entry point.
The underlying business also remains strong.
- In Q4, Netflix reported 16% revenue growth and roughly 30% operating profit growth.
- Ad revenue is on track to roughly double again in 2026, targeting around $3 billion.
- The company is forecasting $51 billion in revenue in 2026, up 14% year-over-year.
For investors watching Netflix stock, the setup looks cleaner now that the acquisition overhang is gone.
Estimate a company’s fair value instantly (Free with TIKR) >>>
How Much Upside Does Netflix Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
