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Evercore raises Netflix price target to $110 on strong US and Japan subscriber growth

Analyst Insights
14 Sep 2026
Finbold
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Bullish
Evercore raises Netflix price target to $110 on strong US and Japan subscriber growth

Evercore ISI raised its Netflix stock price target from $100 to $110, citing improved subscriber trends in the US and Japan. Netflix's US market penetration hit 63%, a multi-year high, while Japan reached a record 22%, with strong customer retention and satisfaction. Despite recent stock weakness, Netflix reported solid financials, including 13% revenue growth and expanding profitability, and plans to nearly double ad revenue by 2026. The company also continues aggressive stock buybacks and expands live content offerings, supporting a bullish outlook from Wall Street analysts.

Netflix's market cap stands at $322.29 billion as of September 14, 2026, 22:02 WIB, highlighting its significant presence in the consumer cyclical sector. The stock price on Pluang is $80.17, showing a 3.57% increase over the past day. This market position underscores the company's strong financial footing amid ongoing subscriber growth and strategic initiatives noted by analysts.

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