Investment
Features
FeesSafety
Academy
More
Pluang+

Netflix down 37% but one analyst sees 70% upside with ad growth and buybacks driving recovery

Analyst Insights
07 Sep 2026
24/7 Wall Street
View Source
Bullish
Netflix down 37% but one analyst sees 70% upside with ad growth and buybacks driving recovery

Netflix's stock has fallen over 37% in the past year, largely due to a failed Warner Bros. acquisition and related financial hits. Despite this, Wall Street remains optimistic, with an average price target of $93.66 and BMO Capital Markets projecting a high of $135, implying up to 70% upside. The recovery thesis hinges on strong ad-supported revenue growth, content strength, and aggressive share buybacks. Netflix aims for $51 billion in 2026 revenue and $12.5 billion in free cash flow, with ad revenue expected to double, suggesting a potential rebound if management executes well and resolves Warner Bros. issues.

More News (NFLX)

Netflix stock struggles as rising content costs outpace viewer growth despite buybacks and low valuation.

Netflix stock struggles as rising content costs outpace viewer growth despite buybacks and low valuation.

Netflix's stock has dropped over 41% in the past year amid rising content expenses and slowing viewer engagement, despite its large subscriber base and record buybacks. The company trades at a relatively low forward P/E of 19 and is expected to gener...

Market News
Bearish
1 day ago
US stocks stay strong despite 10-year Treasury yields hitting 5.3%, with a focus on balanced growth and selective bonds.

US stocks stay strong despite 10-year Treasury yields hitting 5.3%, with a focus on balanced growth and selective bonds.

Despite 10-year Treasury yields reaching 5.3%, one of the highest in decades, major U.S. equity indexes like the S&P 500 and QQQ remain resilient. However, broader market indexes and real estate sectors show sensitivity to rising rates, increasing vo...

Market News
Neutral
2 days ago
Skydance stock rebounds 5% after initial selloff post-Warner Bros. deal, outpacing Netflix and Disney gains.

Skydance stock rebounds 5% after initial selloff post-Warner Bros. deal, outpacing Netflix and Disney gains.

Skydance shares rose 5% following a weak debut on the NYSE after completing its acquisition of Warner Bros. Discovery, marking the first gain since the new listing began. The rebound contrasts with smaller increases in Netflix and Walt Disney stocks,...

Market News
Bullish
2 days ago
Netflix shares fall 40% in a year; Q3 earnings due Oct 20 with potential upside seen at 19x earnings multiple.

Netflix shares fall 40% in a year; Q3 earnings due Oct 20 with potential upside seen at 19x earnings multiple.

Netflix shares have dropped over 40% in the past year and are close to their 52-week lows. The company is trying to attract investors by expanding live programming, international markets, and acquiring new titles, but these efforts have yet to signif...

Company Fundamentals
Bullish
2 days ago
Netflix's overlooked ad and gaming segments could drive a 30%+ stock rebound despite a 26% drop in 2026.

Netflix's overlooked ad and gaming segments could drive a 30%+ stock rebound despite a 26% drop in 2026.

Netflix shares have fallen 26% in 2026 despite revenue growth, with Q2 revenue up 13.4% to $12.56 billion and strong operating margins. A largely overlooked part of its business—advertising and gaming—is expected to nearly double ad revenue to $3 bil...

Analyst Insights
Bullish
2 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App