Netflix

One thing Netflix definitely has learned over its many years in show business is how to go out on a high note. The streaming giant added a record 18.9 million new subscribers during the fourth quarter. That was nearly double the number Wall Street expected and even well above the 15.8 million added to the company’s rolls in early 2020, when the onset of Covid locked the masses at home in front of their TV screens. It is also the last time Netflix says it will disclose its subscriber numbers — at least as part of its regular quarterly reports. Such a jump — coming during a period that included a second season of Netflix’s most popular TV series ever, two live NFL games aired on Christmas Day and a live boxing match featuring a 58-year-old Mike Tyson — naturally raises questions about sustainability. But Netflix co-chief executive Greg Peters […]

Netflix reported better-than-expected results Tuesday afternoon. But the big news was the streaming video company added more subscribers in one quarter than ever in its history. The streaming video provider reported fourth-quarter earnings per share of $4.27, compared with Wall Street’s consensus estimate of $4.21, according to FactSet. Revenue for the quarter reached $10.25 billion, which was above analysts’ expectations of $10.1 billion. Netflix generated a net gain of 18.9 million paid subscriptions during the December quarter versus the projection of 9.8 million paid subscriptions. The company said it was the “biggest quarter of net adds in our history” compared with 13 million in the fourth quarter of 2023 and 5 million in the third quarter of 2024. The company’s annual outlook was also solid. Netflix said 2025 revenue should fall in a range of $43.5 billion to $44.5 billion, above Wall Street’s $43.65 billion estimate at the midpoint. “Our

Netflix stock will carry on soaring, according to analysts, after the video-streaming company underlined its dominance by revealing it would be raising prices having added a record number of subscribers in the fourth quarter quarter. Pivotal Research Group’s Jeffrey Wlodarczak raised his price target on Netflix stock to $1,250 from $1,100 on Tuesday, writing in a research note that the company’s latest results showed it had won the global streaming wars. He rates Netflix stock at Buy. “This is what winning looks like,” Wlodarczak said, adding that the company benefits from a virtuous cycle where the bigger Netflix gets, the more cash it has to spend on content that sets it apart from the rivals. His price target — the highest among analysts who cover Netflix — implies the stock has 44% upside from Tuesday’s close. Wlodarczak is one of at least 18 analysts who have raised their target price

Netflix, Inc. (NFLX) is currently at $977.05, up $107.37 or 12.35% –Would be new all-time high (Based on available data back to May 23, 2002) –Would be the first record close since Dec. 11, 2024, when it closed at $936.56 –On pace for largest percent increase since Oct. 19, 2023, when it rose 16.05% –Currently up four of the past five days –Currently up three consecutive days; up 15.99% over this period –Best three day stretch since the three days ending Oct. 23, 2023, when it rose 17.52% –Up 9.62% month-to-date –Up 9.62% year-to-date –Up 79.32% from 52 weeks ago (Jan. 24, 2024), when it closed at $544.87 –Would be a new 52-week closing high –Up 79.32% from its 52-week closing low of $544.87 on Jan. 24, 2024 –Traded as high as $999.00; new all-time intraday high (Based on available data back to May 23, 2002) –Up 14.87% at today’s

Netflix’s results have so consistently beaten expectations for the last three years that Benchmark has decided to raise its rating to hold from sell. Netflix posted record subscriber gains in 4Q and plans to raise prices across its existing US plans. “Although Benchmark does not assign price targets for hold rated stocks we will continue to estimate fair value, which we now peg at $800 vs. a prior $720 estimate,” says analyst Matthew Harrigan. Shares jump 13% to $981.70, on pace for the largest percent increase since October 19, 2023, when it rose 16.05%.

Netflix (NFLX) ended 2024 with the addition of 19 million net subscribers in Q4 and over 41 million for the full year globally, giving it a “virtually insurmountable lead in the streaming wars,” Wedbush said Wednesday in a note to clients. The investment firm lifted Netflix’s price target to $1,150 from $950 and kept its outperform rating. The streaming giant boosted marketing spending around Q4 events, while its content flow and quality improved in the last quarter after a drought caused by the strike by writers and actors in late 2023, said Wedbush analysts including Alicia Reese. “This drove global subscribers to over 300 million at just the right time, as Netflix will not have to update investors on subscriber numbers for a while,” the analysts said. “Netflix is now free to focus solely on revenue growth.” “While massive subscriber growth was the primary driver in 2024, we expect price

Netflix’s (NFLX) latest price hikes are expected to drive revenue growth this year, while its ad tier is seen accelerating sales in 2026, Wedbush Securities said Wednesday. The streaming giant’s fourth-quarter financial results exceeded estimates late Tuesday as it reported a record addition of new subscribers. Its global paid net additions totaled 18.91 million in the quarter, surpassing market expectations and taking the full-year tally to more than 41 million. For the US market, the company increased the subscription price to $24.99 from $22.99 for its premium tier. The standard package moves to $17.99 from $15.49, and to $7.99 from $6.99 for its ad-supported tier. Netflix is also raising prices in Canada, Portugal and Argentina. “When you’re going to ask for a price increase, you better make sure you have the goods and the engagement to back it up,” co-Chief Executive Ted Sarandos said on an earnings conference call, according

Netflix showed strong progress in the advertising business in 4Q results, according to Baird’s Vikram Kesavabhotla and John Rigatti, who cite management’s description of F25 as transitioning from “crawl to walk” in advertising.” The analysts also say Netflix is enjoying healthy engagement trends, and note there’s a meaningful runway ahead to support continued market share gains. Investor sentiment could further improve as the company executes longer-term initiatives, such as live programming and video games, and benefits from its scarcity value in the public markets, they write. Baird raises its price target to $1,200 from $875. Netflix climbs 10% to $957, and is up 96% in the past 12 months.

How long can Netflix’s stock stay hot? With sports and advertising both cooking, one formerly neutral analyst now sees recent business momentum continuing for years. It’s time to think about Netflix Inc.’s stock in a whole new way, according to an analyst who’s just come around to a bullish view. Previously, Rosenblatt Securities analyst Barton Crockett was cautious about Netflix’s (NFLX) outlook and saw some risk to the multiple. But after a quarter in which Netflix “delivered on so many levels,” he thinks the stock “needs to be rethought.” Crockett more than doubled his price target on Netflix shares – to $1,494 from $680 – while upgrading the stock to buy from neutral. That target is higher than any listed on FactSet, and it’s 56% above current levels. He now thinks it’s possible that the company can beat its already raised outlook, helping to support his new multiple of 45

U.S. stock indexes add to their recent rally helped by gains in AI-linked stocks after the leaders of SoftBank, Oracle and OpenAI, standing alongside President Trump, pledge $500 billion in artificial-intelligence investment in the U.S. Nvidia and Microsoft, which will also be involved, rise over 4% and ARM jumps 16%. Netflix rises 9.7% after the streaming company reports strong earnings. Procter & Gamble gains 1.9% after posting solid results while Johnson & Johnson loses 1.9% as its sales outlook disappoints. DJIA rises 130 points, or 0.3%, to 44156, the S&P 500 gains 0.6% to 6086 and the Nasdaq jumps 1.3% to 20009.

Netflix Inc (NASDAQ:NFLX) stock hit all-time highs Wednesday on the heels of a quarterly financial report that beat analyst estimates and saw record subscriber growth. With the stock price gains, Netflix is now worth more than the media companies that own the four U.S. broadcast networks and several other streaming companies combined. What Happened: Netflix reported 18.9 million net new paid subscribers in the fourth quarter, setting a new company record. The company ended the quarter with 301.6 million global paid subscribers, continuing its dominance in the streaming sector. Along with dominating the streaming sector, Netflix is also dominating the overall entertainment sector taking time away from traditional broadcasters and cable networks. The company is also seeing its valuation rise while other media companies have had falling stock prices over the last year. Netflix is now worth more than the four broadcast network parent companies combined as shown below. CBS, owned byParamount

Netflix is raising prices across its existing U.S. plans, aiming to capitalize on surging demand after the streaming service posted sharp subscriber gains in the fourth quarter. The company’s ad-supported tier will cost $7.99 a month, up from $6.99, while the cost of the premium tier is increasing by $2, to $24.99. Netflix said Tuesday that it brought in 18.9 million new subscribers in the fourth quarter, a 44% jump from a year earlier, and raised its 2025 revenue guidance slightly. The company reported revenue of $10.25 billion for the latest quarter, beating its own projection of $10.1 billion. In the fall, the streamer raised prices in Italy and Spain, and on Tuesday Netflix said it would raise prices on most of its plans in the U.S., Canada, Argentina and Portugal. Netflix last raised prices in the U.S. in October 2023. Netflix increased its annual revenue projection to between $43.5