Netflix (NFLX) News Today

Netflix, Inc. (NASDAQ:NFLX) shares have rallied on the back of multiple analyst upgrades, price-target hikes and upbeat guidance following a strong Q2 earnings beat. Offsetting some of the bullish momentum are concerns over customer satisfaction rankings and indications that the stock may be overbought. Key drivers today include:

• Positive Sentiment: Included among four major stocks that raised 2025 guidance after solid Q2 results, Netflix drew an upgrade and higher analyst targets.4 Major Stocks Raise 2025 Guidance, Analyst Targets Rise
• Positive Sentiment: Wedbush boosted Q3 2025 EPS estimates to $6.90 (from $6.51), keeps an “Outperform” rating and lifts its target to $1,500.Research Analysts Issue Forecasts for Netflix Q3 Earnings
• Positive Sentiment: William Blair raised its FY 2025 EPS forecast to $25.82 (from $25.02), citing continued subscription growth.FY2025 Earnings Estimate for Netflix Issued By William Blair
• Positive Sentiment: Seaport Research Partners lifted Q4 2025 EPS to $5.31 (from $4.95), reflecting stronger ad-supported revenue trends.Seaport Res Ptn Has Bullish Outlook for Netflix Q4 Earnings
• Positive Sentiment: Robert W. Baird upped its target to $1,500 (from $1,300) with an “Outperform” rating, implying over 20% upside.Netflix (NASDAQ:NFLX) Stock Price Expected to Rise, Robert W. Baird Analyst Says
• Positive Sentiment: A separate note raised Netflix’s price target to $1,560, underpinning bullish sentiment among institutional investors.Netflix (NASDAQ:NFLX) Price Target Raised to $1,560.00
• Positive Sentiment: TD Cowen issued a positive forecast, citing improving monetization of international subscribers.TD Cowen Issues Positive Forecast for Netflix (NASDAQ:NFLX) Stock Price
• Positive Sentiment: Zacks highlighted a strong post-Q2 beat with raised revenue guidance of $44.8–45.2 billion and an upcoming content slate that supports a “Hold” stance.Netflix's Outlook Remains Strong Post Q2 Earnings Beat: Time to Hold?
• Positive Sentiment: Fox Empire’s technical outlook sees Netflix poised for further gains alongside peers AMZN and WBD.NFLX, WBD and AMZN Forecast – US Major Stocks Look to Higher Levels
• Positive Sentiment: Investor enthusiasm remains strong around Netflix’s long-term growth, with The Motley Fool asking if the stock can double by 2028.Can Netflix Stock Double by 2028?
• Positive Sentiment: Sensor Tower data shows 75% quarter-over-quarter retention, outpacing competitors and underpinning subscriber stability.NFLX Retention Overpowers Competitors, GOOGL Dominating Social Media in YouTube
• Positive Sentiment: Jim Cramer reiterated bullish views, noting there’s not an analyst on the sidelines for Netflix.Netflix, Inc. (NFLX): Not An Analyst Who Isn’t Buying Netflix, Says Jim Cramer
• Neutral Sentiment: TipRanks notes Netflix is “priced for explosive growth,” but flags valuation may already reflect high expectations.“Priced for Explosive Growth”: Netflix Stock Gains Despite Growth Concerns
• Neutral Sentiment: Zacks’ deep dive on international markets outlines both robust subscriber growth abroad and FX headwinds.International Markets and Netflix (NFLX): A Deep Dive for Investors
• Neutral Sentiment: Seeking Alpha examines how hit shows like “Squid Game” are being maximized, but highlights margin pressures.Netflix: Playing Squid Game To The Maximum
• Negative Sentiment: According to the ACSI, three rival streamers now surpass Netflix in customer satisfaction, raising concerns about churn risk.Three Video Streamers Top Netflix In Customer Satisfaction
• Negative Sentiment: WallStreetZen warns Netflix may be overbought after the recent run-up, implying a potential short-term pullback.Hot or Not, Stock Market Edition: 07/22/2025
• Negative Sentiment: The Wall Street Journal suggests Netflix is “running out of worlds to conquer,” highlighting slower growth prospects.Netflix Is Running Out of Worlds to Conquer
• Negative Sentiment: A Seeking Alpha bear case argues Netflix “has much further to fall” based on valuation and margin concerns.Netflix Has Much Further To Fall