Netflix stock gains as Evercore lifts price target to 110 dollars

Published on 09/15/2026 at 14:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Netflix stock rose over 4 percent on September 14, 2026 after Evercore ISI raised its price target to 110 dollars and kept an Outperform rating. The shares closed at 80.32 dollars, well below the 52-week high of 124.86 dollars.

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Netflix, Inc. stock (ISIN US64110L1061) climbed after a fresh analyst call, with the streaming group’s shares closing at 80.32 dollars on Nasdaq on September 14, 2026, up 3.77 percent from the prior close of 77.40 dollars according to market data. The move followed Evercore ISI’s decision on September 14, 2026 to raise its price target for Netflix stock to 110 dollars and reaffirm an Outperform rating, as reported by Invezz.

Evercore’s upgrade and analyst backdrop

According to Invezz, Evercore ISI lifted its Netflix stock price target from 100 dollars to 110 dollars on September 14, 2026 and kept an Outperform recommendation, arguing that investors should focus on the acceleration of Netflix’s advertising business. The new target of 110 dollars implies roughly 42 percent upside from Netflix’s previous closing price near 77.40 dollars on Nasdaq, highlighting how far the shares still trade below Evercore’s valuation view.

Additional analyst commentary underscores that Netflix stock remains generally well regarded. A broader ratings overview cited by MarketBeat on September 15, 2026 notes that Netflix currently carries an average analyst rating of Moderate Buy and a consensus price target of 96.53 dollars, which still stands more than 20 percent above the latest closing price of 80.32 dollars.

Recent trading performance and valuation markers

The Evercore call translated quickly into market action. As The Motley Fool reported on September 14, 2026, Netflix stock rose about 4 percent in morning trading to around 80 dollars as investors rotated away from volatile AI hardware names and into subscription and content plays. Price data compiled by Equitymaster on September 15, 2026 show that Netflix shares closed at 80.32 dollars on Nasdaq, with an intraday high of 81.02 dollars and a low of 78.49 dollars, while the 52-week high and low stand at 124.86 dollars and 65.10 dollars respectively, illustrating that the stock is still roughly 35.7 percent below its 52-week peak but about 23.4 percent above the 52-week trough.

Valuation metrics indicate room for further rerating if growth holds. On September 14, 2026, GuruFocus highlighted that Netflix’s trailing twelve months price-to-earnings ratio stood at 25.17, well below its five-year median P/E of 40.98, and that its proprietary GF Value metric suggested a fair value of 101.71 dollars versus a then trading price of 79.95 dollars, implying a margin of safety of 21.4 percent. Those numbers frame Evercore’s 110 dollar target within a broader narrative that the stock may be modestly undervalued if Netflix delivers on its growth agenda.

Ownership shifts and consensus positioning

While analysts are broadly constructive, some large shareholders have been reshuffling their exposure. A filing summary published by MarketBeat on September 15, 2026 states that Bank of America Corp DE reduced its Netflix position by 35.4 percent in the second quarter of 2026, selling 20,485,464 shares and bringing its holding down to 37,457,348 shares. As of that SEC filing, the stake represented about 0.90 percent of Netflix and was valued at approximately 2,674,455,000 dollars. For retail investors, such institutional adjustments are a reminder that even favored growth names can see significant portfolio rebalancing when valuations or risk profiles change.

Despite the sale, the trading snapshot in the same MarketBeat piece notes that Netflix stock was up 3.8 percent with an opening price of 80.32 dollars on a recent trading day, consistent with the rally seen on September 14, 2026. In addition, commentary aggregated by Intellectia and other portals points out that Evercore ISI’s higher 110 dollar target and Citi’s maintained Buy rating with a 100 dollar price target together underscore a supportive analyst backdrop, even as macro and competitive risks persist in global streaming markets, as reported by Intellectia on September 15, 2026.

Next earnings date sets the next checkpoint

Investors will not have to wait long for fresh operating figures to test these optimistic targets. Netflix announced on September 14, 2026 that it plans to publish its third quarter 2026 financial results and business outlook on its investor relations website on October 20, 2026 at approximately 1:01 p.m. Pacific Time, according to a press release carried by Yahoo Finance. That Q3 report will offer the next detailed view on subscriber trends, advertising revenue traction and margin development, all of which are critical for justifying the jump from the present 80.32 dollar share price toward the 96.53 dollar consensus target or Evercore’s 110 dollar mark.

Netflix stock price snapshot

As of the close on Nasdaq on September 14, 2026, Netflix stock traded at 80.32 dollars, down 0.34 percent from the prior day’s after-hours quote but up 3.77 percent over the official prior close, with after-hours volume of around 1,400,000 shares per price data for the Nasdaq listing in U.S. markets. The 52-week range of 65.10 to 124.86 dollars and the analyst consensus target of 96.53 dollars together suggest that the shares currently sit closer to the lower end of their yearly band than to the highs, leaving room for both upside and volatility as the October 20, 2026 earnings date approaches.