Canaccord Genuity, Morgan Stanley, Citi, and KeyBanc reiterated Buy ratings for Netflix on May 16, 2026. Analysts set price targets between $115 and $116. These targets suggest a potential upside of more than 30% from recent trading levels.
Netflix's ad-supported tier now reaches approximately 250 million monthly viewers. The company is also expanding its live content portfolio with additional NFL games. Analysts expect these initiatives to convert the large audience into high-margin revenue streams.
Raymond James issued a more cautious Hold rating for the streaming giant. This rating reflects uncertainty regarding long-term user engagement. No specific market reaction to these analyst reports was available.