Netflix: Jefferies remains buy ahead of results

Published: 2025-07-15 08:47:47 ET NFLX

Published on 07/15/2025 at 08:47

Jefferies maintains its buy rating on the Netflix stock, leaving its target price for it unchanged at $1,400.The analyst believes that investor sentiment has become more cautious ahead of its Q2 results. However, we continue to see a favorable environment for the next 12 months, as recent price increases in the US, a stronger content offering in the second half, and improved advertising monetization support revenue growth of around 15% in H2 2025 and during FY 2026, Jefferies said. The broker believes that an increase in its FY 2025 operating margin forecast to over 30% could be an additional positive catalyst for the stock.