Netflix Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Netflix de 12% y 9.8% por año respectivamente. Se prevé que el BPA crezca en un 12.7% al año. Se espera que la rentabilidad financiera sea de 42.9% en 3 años.
Información clave
12.0%
Tasa de crecimiento de los beneficios
12.68%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Entertainment | 17.2% |
| Tasa de crecimiento de los ingresos | 9.8% |
| Rentabilidad financiera futura | 42.94% |
| Cobertura de analistas | Good |
| Última actualización | 29 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
NFLX: Future Returns Will Hinge On Price Hikes And Warner Deal Fallout
Analysts have nudged the fair value estimate for Netflix higher to $90.80 from $85.52. This reflects a mix of slightly adjusted long term growth, margin and discount rate assumptions, alongside a wide range of recent Street price target tweaks and rating changes following the latest earnings and the Warner Bros.Netflix Reigns Supreme With Unmatched Viewership, Global Reach, And Robust Fundamentals
Apr 24NFLX: Future Returns Will Depend Heavily On Price Hikes Facing Rising Scrutiny
Netflix's updated analyst price target has shifted higher, with fair value moving from $82.54 to $85.52 as analysts factor in subscription price increases, slightly higher revenue growth expectations and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Netflix reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess the impact of content investments, pricing changes and the decision to walk away from a Warner Bros.
NFLX: Higher Pricing And Advertising Will Support Engagement After Warner Bid Exit
Netflix's analyst price targets have recently shifted as analysts factor in updated views on subscriber monetization, 2026 revenue assumptions, and a reset in expected P/E multiples following the decision to walk away from the Warner Bros. Discovery bid, while also incorporating the impact of price increases and advertising trends.
NFLX: Walking From Warner Deal Will Refocus On Content And Efficiency
Analysts have modestly increased the blended price target for Netflix by about $2 to reflect updated views on content investment, operating efficiency and valuation multiples after the company opted out of a Warner Bros. Discovery deal.
Netflix was right to decline in raising their offer for Warner Brothers
I think everyone who is invested in the American stock market has their eyes on Netflix as of late. Especially after the company declined to raise their offer for Warner Brothers in their bidding war against Paramount Skydance.NFLX: Future Returns Will Be Pressured By Warner Bid Fallout
Our analyst price target for Netflix edges down by about $2 to reflect slightly lower revenue growth and P/E assumptions, even as analysts broadly view the decision to walk away from Warner Bros. assets as supportive of margins and the core streaming thesis.
Netflix (NFLX): The Discipline Play – Capitalizing on Content Scale and Strategic Restraint
Netflix (NFLX) has proven that in the "Streaming Wars," discipline is just as valuable as content. Following a high-volatility month, the stock surged 12.5% on Friday, February 27, 2026, closing at $95.21 after the company officially walked away from its high-stakes bidding war for Warner Bros.NFLX: Shares Should Benefit As Warner Asset Bid Expands Content Scale
Analysts have trimmed their fair value estimate for Netflix to $111.43 from $134.44, reflecting lower future P/E expectations around $30.78 and slightly softer revenue growth assumptions, even as they factor in marginally higher profit margins and mixed reactions to potential Warner Bros. assets and recent advertising momentum.NFLX: Advertising And International Expansion Will Drive Engagement Despite Warner Deal Uncertainty
Analysts have trimmed their Netflix price targets by around $31 on average, reflected in our fair value update from $1,600.00 to $144.53. They are recalibrating revenue growth expectations, applying a lower future P/E, and factoring in both recent target cuts and fresh Buy initiations that highlight advertising traction, content strength, and potential benefits from international expansion and acquisitions.NFLX: Future Returns Will Balance Warner Bid Risk And Advertising Progress
Analysts have trimmed their Netflix price targets by around $25 to $30 per share, reflecting a lower assumed future P/E multiple, even as they point to steady revenue growth expectations, resilient profit margins, and ongoing progress in advertising and content monetization. Analyst Commentary Recent Street research on Netflix highlights a mixed backdrop.NFLX: Future Returns Will Weigh Warner Bid Uncertainty And Advertising Momentum
Analysts have trimmed their fair value narrative for Netflix to reflect slightly lower long term revenue growth and profit margin assumptions, alongside a modestly higher future P/E multiple. Recent price target updates are clustered around stock split adjusted levels such as US$110, US$1,350, US$1,385, US$1,400 and US$1,530, as they weigh potential Warner Bros.NFLX: Future Performance Will Balance Warner Bid Risks And New Revenue Streams
Analysts have modestly reduced their Netflix price target to reflect a lower fair value estimate of about $86.94, driven by slightly slower expected revenue growth and a lower future P/E multiple. These factors are only partly offset by improved long term margin assumptions and a largely stock split adjusted framework.NFLX: Shares Should Gain As Warner Bros. Bid Shapes Content Leadership
Analysts make a marginal downward adjustment to their Netflix price target, trimming fair value by approximately $0.21 per share as slightly lower long term margin assumptions offset modestly higher revenue growth and a richer future P E multiple. Analyst Commentary Street research remains broadly constructive on Netflix, with most recent notes emphasizing resilient engagement, growing advertising ambitions, and durable pricing power, even as some caution emerges around execution risk and potential strategic moves.NFLX: Shares Will Strengthen As Acquisition Possibilities Create Sector Tailwinds
Analysts have revised their price target for Netflix sharply downward, from approximately $1,350 to about $135 per share. This change is due to model updates related to the recent stock split as well as evolving views on cash flow and potential acquisition risks.
Update after NFLX Q3 2025 earnings report. Business keeps sailing even after Brazilian tax hiccup
Update following the Q3 2025 Earnings Report Tail winds Revenue increased 17.2% YoY, driven primarily by membership growth and higher pricing which was higher that the revenue I used after Q2 earnings report Company achieved highest quarterly viewing share ever All regions experienced healthy YoY revenue growth. UCAN increased 17%.Global Ad Tech Rollout Will Spark Future Prosperity
Analysts remain divided on Netflix as strong growth, operating leverage, and new business initiatives support higher targets for some, while valuation concerns and softer engagement metrics drive caution for others, ultimately resulting in an unchanged consensus price target of $1,350. Analyst Commentary Bullish analysts are raising price targets on Netflix driven by strong Q2/Q3 results, better-than-expected member growth, robust upcoming content slate (including hits like Squid Games 3), and tailwinds from new advertising and pricing initiatives.Investors Still Waiting For A Pull Back In Netflix, Inc. (NASDAQ:NFLX)
Jul 13
Does Netflix (NASDAQ:NFLX) Have A Healthy Balance Sheet?
May 28Netflix Investors, You Have Been Warned (Technical Analysis)
Apr 28Netflix: A Recession Will Not Take Down This King (Rating Upgrade)
Apr 19Netflix Q1 Preview: Ad-Tier Faces Its Biggest Test Yet (Rating Downgrade)
Apr 13Netflix: Leading The Streaming Race With Profitability And Global Reach
Mar 21Netflix: Valuation Looks Better Than You Think
Mar 09Netflix: More Pain In Store For Bullish Converts
Feb 27Netflix Is Stronger Than Ever; Here's Why It Still Has Room To Run
Feb 15Netflix: Leaving The Competition In The Dust
Feb 07
Narrative update from Richard Bowman
Record quarterly new subscriber addition of 18.9 million (+15.9%)Netflix: Investments In New Ventures Paying Off
Jan 25Netflix Is A Buy Ahead Of Q4 Earnings (Rating Upgrade)
Jan 20Netflix: A Show Of Success, But Wait For The Dip
Jan 13Netflix's Big 2024 Pivot May Be On The Verge Of Paying Off
Dec 13Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 63,243 | 19,052 | 16,965 | 17,768 | 29 |
| 12/31/2027 | 57,409 | 16,212 | 14,260 | 15,346 | 44 |
| 12/31/2026 | 51,406 | 15,402 | 13,168 | 13,738 | 45 |
| 3/31/2026 | 46,890 | 13,374 | 11,894 | 12,650 | N/A |
| 12/31/2025 | 45,183 | 10,981 | 9,461 | 10,149 | N/A |
| 9/30/2025 | 43,379 | 10,431 | 8,967 | 9,575 | N/A |
| 6/30/2025 | 41,693 | 10,248 | 8,501 | 9,070 | N/A |
| 3/31/2025 | 40,173 | 9,270 | 7,446 | 7,938 | N/A |
| 12/31/2024 | 39,001 | 8,712 | 6,922 | 7,361 | N/A |
| 9/30/2024 | 37,587 | 7,781 | 7,125 | 7,487 | N/A |
| 6/30/2024 | 36,304 | 7,095 | 6,819 | 7,159 | N/A |
| 3/31/2024 | 34,932 | 6,435 | 6,946 | 7,308 | N/A |
| 12/31/2023 | 33,723 | 5,408 | 6,926 | 7,274 | N/A |
| 9/30/2023 | 32,743 | 4,525 | 5,677 | 6,055 | N/A |
| 6/30/2023 | 32,126 | 4,246 | 4,260 | 4,620 | N/A |
| 3/31/2023 | 31,909 | 4,200 | 2,934 | 3,282 | N/A |
| 12/31/2022 | 31,616 | 4,492 | 1,619 | 2,026 | N/A |
| 9/30/2022 | 31,473 | 5,044 | 717 | 1,179 | N/A |
| 6/30/2022 | 31,031 | 5,095 | 160 | 705 | N/A |
| 3/31/2022 | 30,402 | 5,007 | -27 | 538 | N/A |
| 12/31/2021 | 29,698 | 5,116 | -132 | 393 | N/A |
| 9/30/2021 | 28,633 | 5,051 | 151 | 658 | N/A |
| 6/30/2021 | 27,585 | 4,392 | 1,390 | 1,840 | N/A |
| 3/31/2021 | 26,392 | 3,759 | 2,464 | 2,944 | N/A |
| 12/31/2020 | 24,996 | 2,761 | 1,929 | 2,427 | N/A |
| 9/30/2020 | 23,819 | 2,806 | 645 | 1,103 | N/A |
| 6/30/2020 | 22,628 | 2,681 | -1,056 | -663 | N/A |
| 3/31/2020 | 21,403 | 2,232 | -2,538 | -2,248 | N/A |
| 12/31/2019 | 20,156 | 1,867 | N/A | -2,887 | N/A |
| 9/30/2019 | 18,876 | 1,414 | N/A | -2,660 | N/A |
| 6/30/2019 | 17,630 | 1,151 | N/A | -2,849 | N/A |
| 3/31/2019 | 16,614 | 1,265 | N/A | -2,824 | N/A |
| 12/31/2018 | 15,794 | 1,211 | N/A | -2,680 | N/A |
| 9/30/2018 | 14,893 | 1,263 | N/A | -1,933 | N/A |
| 6/30/2018 | 13,879 | 990 | N/A | -1,663 | N/A |
| 3/31/2018 | 12,757 | 671 | N/A | -1,679 | N/A |
| 12/31/2017 | 11,693 | 559 | N/A | -1,786 | N/A |
| 9/30/2017 | 10,884 | 440 | N/A | -1,855 | N/A |
| 6/30/2017 | 10,190 | 362 | N/A | -1,897 | N/A |
| 3/31/2017 | 9,510 | 337 | N/A | -1,589 | N/A |
| 12/31/2016 | 8,831 | 187 | N/A | -1,474 | N/A |
| 9/30/2016 | 8,176 | 163 | N/A | -1,162 | N/A |
| 6/30/2016 | 7,625 | 141 | N/A | -896 | N/A |
| 3/31/2016 | 7,164 | 127 | N/A | -851 | N/A |
| 12/31/2015 | 6,780 | 123 | N/A | -749 | N/A |
| 9/30/2015 | 6,441 | 163 | N/A | -543 | N/A |
| 6/30/2015 | 6,112 | 193 | N/A | -385 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (12% al año) de NFLX es superior a la tasa de ahorro (3.4%).
Beneficios vs. Mercado: Se prevé que los beneficios (12% al año) de NFLX crezcan menos que el mercado US (16.1% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de NFLX crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (9.8% al año) de NFLX crezcan más despacio que el mercado de US (11% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 9.8% al año) de NFLX crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de NFLX sea muy elevada dentro de 3 años (42.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/04/30 17:55 |
| Precio de las acciones al final del día | 2026/04/29 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Netflix, Inc. está cubierta por 85 analistas. 45 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Hannah Kleiven | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |