Netflix stock gains as Evercore ISI lifts price target after Q2 growth
Published on 09/14/2026 at 14:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Netflix stock (ISIN US64110L1061) closed at USD 77.40 on the Nasdaq on September 11, 2026, up 1.83 percent for the session and leaving the shares about 38 percent below their 52-week high of USD 124.86 as investors reassessed the streaming group’s growth prospects per Nasdaq data from MarketWatch.
As Investing.com reported on September 14, 2026, Evercore ISI raised its price target for Netflix from USD 100 to USD 110 while keeping an Outperform rating, implying about 45 percent upside from a share price of USD 76 mentioned in the report.
Evercore and Citi stay positive
According to TipRanks on September 14, 2026, Evercore ISI analyst Mark Mahaney reiterated a Buy rating on Netflix with a USD 110 price target, while Citi maintained a Buy rating with a USD 100 target in a report dated September 4, 2026.
The Evercore target of USD 110 compares with the Nasdaq closing level of USD 77.40 on September 11, 2026, suggesting that the analyst still sees substantial upside even after a 35.62 percent share price decline over the past 12 months per MarketWatch performance data.
Q2 2026 results show solid top-line growth
According to StockTitan, Netflix generated revenue of USD 12.56 billion in the quarter ended June 30, 2026, up 13 percent year over year, with double-digit increases across all regions.
The same summary notes that net income for Q2 2026 was USD 3.40 billion, an increase of 9 percent compared with the prior-year quarter, while the operating margin reached 33.4 percent, highlighting robust profitability in the core streaming business.
First half boosted by termination fee and buybacks
StockTitan also reports that for the first half of 2026, Netflix’s revenue reached USD 24.81 billion and net income totaled USD 8.68 billion, supported by a USD 2.8 billion termination fee after Warner Bros. Discovery ended its merger agreement.
In the same period, operating cash flow was USD 7.03 billion and cash, cash equivalents, restricted cash and short-term investments stood at USD 9.13 billion against USD 14.31 billion of debt as of June 30, 2026, giving the company financial flexibility to continue investing in content and shareholder returns.
Content commitments and record buybacks
Per StockTitan, Netflix’s content assets net were USD 33.84 billion at June 30, 2026, with total content obligations of USD 25.11 billion, underscoring the capital intensity of its global slate.
The same filing summary indicates that Netflix repurchased USD 5.9 billion of stock in the first half of 2026 and still has USD 27.1 billion authorized for future buybacks, a combination that helped lift diluted earnings per share by 11 percent in Q2 2026 even though net income grew 9 percent.
Analysts weigh growth against legal risks
As Zacks noted in an industry outlook published in mid September 2026, the consensus earnings estimate for Netflix in 2026 stands at USD 3.59 per share and has remained steady over the past 30 days, suggesting that analysts broadly expect continued profitability despite competitive and regulatory pressures.
At the same time, Inshorts reported on September 14, 2026, that Netflix has been sued by the Florida Attorney General over alleged privacy misrepresentations and child data collection, highlighting a legal risk that investors must weigh alongside the company’s growth metrics.
Stock trades below past highs
On the Nasdaq, Netflix stock last closed at USD 77.40 on September 11, 2026, with an after-hours quote of USD 77.30 that same day; over the past year the shares have traded between a 52-week low of USD 65.08 and a 52-week high of USD 124.86, while the company’s market capitalization stands at about USD 322.29 billion per MarketWatch data.
Netflix stock key data
- Company: Netflix Inc.
- ISIN: US64110L1061
- Ticker: NFLX
- Trading venue: Nasdaq
- Price (as of September 11, 2026, 19:59): 77.30 USD
- Market capitalization: 322.29 billion USD (as of September 11, 2026)
- Sector / Industry: Communication Services / Entertainment
- Index membership: S&P 500
