Key Stats for Netflix Stock
- Price change for Netflix stock in last 6 months: -18%
- $NFLX Share Price as of Jun. 4: $82
- 52-Week High: $134
- $NFLX Stock Price Target: $115
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What Happened?
Bernstein came out swinging in defense of Netflix (NFLX). Bernstein SocGen analyst Laurent Yoon reiterated his bullish view, even as the stock has fallen about 35% over the past year.
The firm kept its Outperform rating and $110 price target. That sits roughly 35% above Netflix’s current price, around $82.
Netflix stock has had a rough stretch. It is trading near $82 in early June, well off its highs. It now trades close to the level it sat at when it was chasing the Warner Bros. Discovery deal.
The worries have stacked up. Investors are nervous about short-form video like TikTok, heavier content spending, margin pressure, the near-term cost of the World Cup, and the lack of an obvious catalyst right now.
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What the Market Is Telling Us About Netflix Stock
Bernstein thinks the market is too fixated on the short term. The firm’s case rests on a simple idea it calls “P x Q x M,” which stands for price, subscribers, and margin.
In plain terms, Netflix can still raise prices, add members, and grow its ad business.
The numbers behind that are big.
- Bernstein sees Netflix roughly doubling earnings per share, from about $3.15 in 2026 to over $6 by 2030.
- Ads are a key piece. Netflix expects about $3 billion in ad revenue this year, and Bernstein thinks that could more than double to $7.6-$8.3 billion by 2030.
The company’s own results support the optimism.
- Netflix kept its 2026 guidance for 12% to 14% revenue growth and a 31.5% operating margin.
- It ended last year with more than 325 million paid members and says it still has lots of room to grow.
- Retention is industry-leading, and its main engagement metric just hit a record.
Bernstein even sees Netflix stock reaching at least $135 over the next two to three years. That’s roughly 60% above today’s price.
For long-term investors, Netflix stock looks like a bet that the company’s slow-but-steady growth engine is still intact, even while Wall Street looks the other way.
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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!
