Reviewed by Gotrade Internal Analyst
Jakarta, Gotrade News - A number of Wall Street analysts have started adjusting their predictions for Netflix, Inc. following the company’s massive $82.7 billion acquisition move. These price target tweaks come as the market grows a bit "clueless" and wary about the heavy debt load the streaming giant is taking on to fund its expansion.
Key Takeaways
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Most analysts have trimmed their price targets to account for the Warner Bros. Discovery acquisition risks.
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The consensus remains a "Moderate Buy" with an average 12-month price target of $129.47.
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Investors are shifting their focus to the January 20 earnings report to see how margins hold up.
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Based on data from TipRanks, the analyst consensus currently sits at a "Moderate Buy," consisting of 27 buy, 9 hold, and 2 sell ratings. A report from Finbold noted that the average price target is now pegged at $129.47, down from previous estimates across several firms.
Goldman Sachs is among those recalibrating their outlook, cutting its NFLX price target to $112 from a previous $130. This adjustment was made to price in the risks of integrating new assets and the lack of clarity regarding the debt financing scheme.
A similar move was made by CFRA, which downgraded Netflix to "Hold" with a price target now set at just $100. CFRA analysts highlighted the management's limited track record in handling massive acquisitions while carrying such a high debt burden.
Despite the target cuts, HSBC took a more "gaspol" approach by initiating coverage with a buy rating and a $107 price target. According to HSBC, the 33% drop in stock price since mid-2025 is a solid entry point because the company’s valuation is now considered a steal.
The market is now eagerly waiting for the Q4 earnings report scheduled for January 20. Wall Street expects the company to pull in $11.97 billion in revenue, representing a 16.8% growth compared to the same period last year.
Strong operational performance, including global memberships predicted to top 312 million, remains a key cushion against negative market sentiment. The success of live content during the holiday season is expected to prove that the company’s growth momentum is still very much intact.
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Currently, NFLX shares are trading in the $89 to $95 range following its 10-for-1 stock split. Investors are bracing for more volatility, depending on how the acquisition details unfold and what the upcoming financial data reveals.
Reference:
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Finbold, Wall Street sets Netflix stock price target for the next 12 months. Accessed on January 13, 2026
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Disclaimer
Gotrade is the trading name of Gotrade Securities Inc., registered with and supervised by the Labuan Financial Services Authority (LFSA). This content is for educational purposes only and does not constitute financial advice. Always do your own research (DYOR) before investing.
