Analysts expect Netflix to post strong revenue and earnings on the heels of its price hikes. However, growth from its password-sharing clampdown is slowing.
NFLX expects a 15% revenue jump and 44% EPS growth in Q2, but high valuation could cap near-term stock upside.
Netflix Inc (NASDAQ:NFLX, ETR:NFC) is heading into its second quarter earnings report amid a shift in investor sentiment to greater caution as the stock trades near a five-year high, according to analysts at Jefferies. The analysts remain bullish on the streaming giant, repeating their ‘Buy' rating and $1,400 price target, which represents upside of 12% from current levels.
NFLX's strong Q1 momentum continues with compelling Q2 catalysts, including Squid Game finale and ad platform expansion. Suggest a buy recommendation ahead of earnings.
Netflix reports Q2 2025 results after the closing bell on Thursday, July 17th, 2025. Netflix has been steadily walking up the operating guidance for the last few years, which is a considerable positive for the stock. Netflix's revenue revisions have been steadily higher as well, just less robustly, which could be indicative of the operating margin leverage impacting EPS estimates.
ETFs like FDN, FDND, FNGS, XLC and GGME are in focus as NFLX gears up to report Q2 results. Earnings are expected to grow 44.7%.
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Netflix (NFLX) possesses solid growth attributes, which could help it handily outperform the market.
Netflix dominates Warner Bros. Discovery with consistent growth, strong cash generation and streaming leadership.
Earnings season is just a few days away from shifting into a much higher gear following the big banks' results on Friday, but the reality remains that the Q2 earnings cycle has already begun, with several companies already delivering their results. We count these results as part of our broader Q2 tally.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Netflix's narrative is shifting from subscriber growth to value per user, margin expansion, and scalable advertising monetization. Q2 2025 expectations are solid: strong revenue, margin expansion, and robust free cash flow, with advertising as a key growth lever. Valuation is rich, but justified by superior margins, cash generation, and unique strategic positioning versus traditional media peers.