Netflix stock gains as analysts keep a Moderate Buy
Published on 09/01/2026 at 17:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Netflix (US64110L1061) stock holds a market value of USD 337.49 billion as of September 1, 2026, while MarketBeat says 55 brokerages still rate it a Moderate Buy. The same report puts the average 12-month price target at USD 96.65 and notes that Goldman Sachs downgraded the stock to sell.
Analysts still see upside
MarketBeat also says Netflix reported Q2 2026 EPS of USD 0.80, which was USD 0.01 above the consensus estimate of USD 0.79. Revenue for the quarter reached USD 12.56 billion and rose 13.4 percent year over year.
The gap between a higher target range and a share price near USD 81.05 makes valuation the central question, not the subscription story itself. The stock traded between USD 65.08 and USD 126.71 over the past 52 weeks, according to the same market data set.
Revenue growth slowed
A recent market note said Netflix guided Q3 2026 revenue to USD 12.86 billion and EPS to USD 0.82. It also said revenue growth eased from 17.6 percent in Q4 2025 to 16.2 percent in Q1 2026 and 13.4 percent in Q2 2026, with Q3 pointing to 11.7 percent.
That sequence matters for investors because the latest quarter still delivered double-digit growth, but the pace is no longer accelerating. MarketBeat also lists net margin at 28.22 percent and return on equity at 40.02 percent for the latest quarter.
Netflix streaming and ad tier revenue mix
Netflix is still built on subscription streaming, but ad revenue and live programming are becoming more visible in the numbers.
Streaming scale remains large
Netflix's own business model still rests on global subscription video, with a second pillar emerging in advertising and live content. Recent commentary puts ad revenue on track to roughly double to about USD 3 billion this year, while every region grew double digits in the latest quarter.
Price near the range
Netflix stock traded at USD 81.05 as of September 1, 2026, with a day range of USD 80.65 to USD 81.73 and volume of 28.72 million shares. The market value stood at USD 337.49 billion, giving the stock a clear size premium even after the recent slide.
Netflix stock at a glance
- Company: Netflix, Inc.
- ISIN: US64110L1061
- Ticker: NFLX
- Trading venue: NASDAQ
- Price (as of September 1, 2026): USD 81.05
- Market capitalization: USD 337.49 billion
- Sector / Industry: Communication Services / Entertainment
- Index membership: S&P 500
