TD Cowen reiterates USD 100 target for Netflix stock

Published on 10/06/2026 at 11:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 13.00 percent to USD 12.56 billion. Netflix stock costs EUR 60.36 on October 6, 2026 versus EUR 60.13.

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According to Finbold on October 5, 2026, TD Cowen reiterated its Buy rating and USD 100 price target for Netflix. Netflix stock was trading at EUR 60.36 at Lang & Schwarz on October 6, 2026 at 11:15 a.m. CEST, up 0.38 percent versus the prior close of EUR 60.13.

TD Cowen keeps its USD 100 target

The analyst view arrives ahead of Netflix's third-quarter report. TD Cowen cited double-digit revenue growth, margin expansion and higher free cash flow as reasons for maintaining the valuation target, while also lowering some operating income and EBITDA estimates for future years, according to Finbold.

The target is expressed in USD and therefore cannot be compared directly with the Lang & Schwarz euro quote. That currency separation matters because the analyst case depends on operating growth, while the German reference price reflects a separate trading venue.

Revenue growth meets an engagement test

Netflix generated USD 12.56 billion of revenue in the second quarter of 2026, an increase of 13.00 percent from the same period a year earlier. Net income rose 9.00 percent to USD 3.40 billion, while adjusted earnings per share reached USD 0.80, according to Yahoo Finance.

Free cash flow was USD 1.52 billion in the second quarter, down from USD 2.30 billion a year earlier. The contrast gives the October results a clear test: revenue remains in double-digit growth, but cash generation and viewing activity are more demanding measures of execution.

Guggenheim lifts its target to USD 80

Guggenheim raised its Netflix target from USD 75 to USD 80 on October 1, 2026, while maintaining a Buy rating, according to Investing.com. The increase equals 6.67 percent versus the former target, but the firm kept its third-quarter revenue estimate at USD 12.90 billion and earnings per share estimate at USD 0.82.

Netflix has scheduled its third-quarter 2026 results for October 20, 2026, according to the company's investor release. The report will put the spotlight on advertising growth, international engagement and the outlook for the rest of 2026.

Netflix stock stays below its US close

On Nasdaq, Netflix was last quoted at USD 67.50 on October 5, 2026 at 4:00 p.m. EDT, with a 52-week range of USD 65.08 to USD 124.86. The market capitalization was USD 281.1 billion as of October 5, 2026.

At Lang & Schwarz, Netflix was trading at EUR 60.36 on October 6, 2026 at 11:15 a.m. CEST, plus 0.38 percent versus the EUR 60.13 prior close of October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Netflix stock.