Netflix, Inc.

NasdaqGS:NFLX 株式レポート

時価総額：US$291.9b

Netflix 将来の成長

Future 基準チェック /26

Netflix利益と収益がそれぞれ年間11.4%と9.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に42.7% 13.4%なると予測されています。

主要情報

11.4%

収益成長率

13.40%

EPS成長率

Entertainment 収益成長22.3%
収益成長率9.5%
将来の株主資本利益率42.74%
アナリストカバレッジ

Good

最終更新日24 Jul 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • 51m

Writing Netflix Off Now Would Be A Mistake

Summary Netflix remains a buy despite recent stock weakness and a failed Warner Bros. Discovery deal. Q2 showed slowing revenue growth and margin contraction, but engagement remained resilient and full-year guidance was largely reaffirmed. The strategic pivot to live sports streaming aims to reaccelerate growth and strengthen competitive positioning. Valuation is at multiyear lows, with a forward P/E of 19.61 and a forward PEG below 1.0, suggesting undervaluation for long-term investors. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 23

NFLX: Ads And Live Content Expansion Will Support Future Earnings Power

Analysts have trimmed their average Netflix price target, with the modelled fair value estimate moving about $12 lower to roughly $127. This reflects more cautious revenue growth assumptions and a reduced future P/E multiple, even as overall profitability expectations remain largely unchanged.
新しいナラティブ • Jul 20

Fair value of $81.50 suggests Netflix's strong future

Netflix (NASDAQ: NFLX) — Full Equity Underwrite Research posture: Constructive long term, cautious near term Price: $68.95 at the July 17, 2026 close Data cut-off: July 17, 2026 Short-term score: 46/100 — Mixed Long-term score: 80/100 — Strong The analysis follows the uploaded full-company, business-model, performance, risk and management frameworks. Valuation is structured around the valuation-method, DCF, reverse-DCF, price-trend and investment-score modules.
新しいナラティブ • Jul 19

Netflix's Attention Deficit: Pricing and Ads Racing Against View-Hour Stagnation

Start with what happened, because what happened is not an opinion. After the close on Thursday, Netflix published its second quarter results.
ナラティブ更新 • Jul 09

NFLX: Future Returns Will Rely On Scaling AI Ads Suite

Analysts have trimmed their Netflix fair value estimate slightly from about $90.80 to $88.66, reflecting lower Street price targets around $100. They continue to cite steady margin assumptions, a modestly reduced discount rate, and potential support from advertising growth, new pricing tiers, and possible M&A over time.
新しいナラティブ • Jun 27

Netflix’s Business Quality Is Clear. The Harder Question Is Whether The Stock Is Still Cheap

Netflix is no longer being debated as a broken streaming story. The real debate now is subtler: has it already done enough to justify the valuation, or is the market still underestimating how durable the cash flow model has become?
ナラティブ更新 • Jun 23

NFLX: Advertising Scale And Content Investments Will Support Long Term Upside

Analysts have trimmed their average Netflix fair value estimate slightly to about $114.15 from $114.56. This reflects more cautious assumptions around future price increases and user engagement, even as ad tier momentum and longer term advertising plans remain key parts of the story.
新しいナラティブ • Jun 22

Netflix's Revenue Surge Will Hit 18% Despite Market Lows

Why Netflix continues to grow while reaching ATL’s Greg Peters has finally been left as the official Co-CEO of Netflix after Reed Hastings stepped down on June 4th leaving someone to take his place. Why this matters…… Hastings was a co-founder of Netflix.
分析記事 • Jun 21

Netflix (NFLX) Stock Could Be 18.3% Undervalued After Proximity Media And TF1 Deals

Netflix (NFLX) is back in focus after announcing an exclusive multi year television partnership with Ryan Coogler’s Proximity Media, along with a new broadcaster deal with France’s TF1 that broadens its content approach. See our latest analysis for Netflix. These content wins come after a tough stretch for the Netflix share price, which is down 14.96% year to date and has a 1 year total shareholder return decline of 37.16%. However, the 3 year total shareholder return of 82.49% shows much...
ナラティブ更新 • Jun 06

NFLX: Advertising Expansion Will Support Engagement And Earnings Power After Warner Bid Exit

Analysts have trimmed the blended fair value estimate for Netflix by about $4 to $138.56 as they moderate assumptions for revenue growth and profit margins, while still highlighting the potential of the expanding ads business and price increases to support long term earnings power. Analyst Commentary Bullish analysts are emphasizing Netflix's progress on advertising, pricing and product execution as key supports for the trimmed fair value estimate, even as some margin and growth assumptions are moderated.
ナラティブ更新 • May 23

NFLX: Advertising Expansion And Content Focus Will Drive Long Term Upside

Netflix's analyst price target edged higher to about $115, with analysts pointing to the company's expanding advertising tier, broader ad market rollout, and focus on content and technology as key reasons for the updated fair value, along with a slightly lower assumed discount rate and P/E multiple. Analyst Commentary Recent research on Netflix clusters around the same core themes that underpin the updated fair value, with most commentary focusing on the advertising tier, content strategy, and the decision to walk away from a Warner Bros.
新しいナラティブ • May 18

Netflix: Why I bought again.

I’ve owned Netflix shares before, sold last Fall after strong gains and recently bought back in after the share price dipped. What gives me confidence in Netflix’s future is one number above all others: subscriber growth.
ナラティブ更新 • Apr 29

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.
ナラティブ更新 • Apr 14

NFLX: 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.
ナラティブ更新 • Mar 31

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.
ナラティブ更新 • Mar 17

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.
新しいナラティブ • Mar 04

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.
ナラティブ更新 • Mar 03

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.
ナラティブ更新 • Feb 17

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.
ナラティブ更新 • Feb 03

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.
ナラティブ更新 • Jan 20

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.
ナラティブ更新 • Jan 06

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.
ナラティブ更新 • Dec 19

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.
ナラティブ更新 • Dec 05

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.
ナラティブ更新 • Nov 21

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.
ナラティブ更新 • Nov 21

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%.
ナラティブ更新 • Sep 04

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.
Seeking Alpha • Apr 28

Netflix Investors, You Have Been Warned (Technical Analysis)

Summary Netflix's stock chart appears bullish, but negative divergence in MACD and RSI suggests underlying weakness, indicating a potential bearish reversal soon. Despite strong Q1 earnings and impressive Q2 guidance, Netflix's P/S ratio at multiyear highs suggests significant overvaluation. Technical analysis shows strong near-term bullish momentum, but caution is advised due to negative divergence signals and potential unsustainability. Given the overvaluation and technical signals, I recommend a sell rating for Netflix, anticipating a potential end to the current bull run. Read the full article on Seeking Alpha
Seeking Alpha • Apr 19

Netflix: A Recession Will Not Take Down This King (Rating Upgrade)

Summary Netflix's Q1 report showed strong performance, beating analyst estimates on both the top- and bottom-lines, with significant growth in revenue, EPS, and operating margins. The company's robust content slate and ad-supported plans position it well to withstand macroeconomic headwinds, including potential recessions. NFLX's valuation is attractive with significant upside and strong momentum, leading to an upgrade from HOLD to BUY. Key risks include potential hiccups in the ad tech rollout and competition from YouTube, which could impact long-term growth. Read the full article on Seeking Alpha
Seeking Alpha • Apr 13

Netflix Q1 Preview: Ad-Tier Faces Its Biggest Test Yet (Rating Downgrade)

Summary I am downgrading Netflix stock to a "hold" with a price target of $871 due to potential volatility and uncertain macroeconomic conditions impacting ad-supported tier monetization. Netflix's Q4 FY24 earnings showed strong growth with revenue up 16% YoY and operating income up 52% YoY, driven by a robust content slate and momentum in Net New Paid Adds. Key metrics to watch in Q1 FY25 include Net New Paid Adds, watch time, the performance of ad-supported vs. ad-free tiers as well as its impact on overall profitability amid economic uncertainty. Future valuation scenarios suggest a base case price target of $984 and a bear case of $533, with a combined price target of $871, reflecting potential downside, should management reverse forward guidance. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:NFLX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202862,80118,45916,73217,45433
12/31/202757,00615,85814,27015,11245
12/31/202651,20915,27412,90713,38145
6/30/202648,37113,65011,15211,971N/A
3/31/202646,89013,37411,89412,650N/A
12/31/202545,18310,9819,46110,149N/A
9/30/202543,37910,4318,9679,575N/A
6/30/202541,69310,2488,5019,070N/A
3/31/202540,1739,2707,4467,938N/A
12/31/202439,0018,7126,9227,361N/A
9/30/202437,5877,7817,1257,487N/A
6/30/202436,3047,0956,8197,159N/A
3/31/202434,9326,4356,9467,308N/A
12/31/202333,7235,4086,9267,274N/A
9/30/202332,7434,5255,6776,055N/A
6/30/202332,1264,2464,2604,620N/A
3/31/202331,9094,2002,9343,282N/A
12/31/202231,6164,4921,6192,026N/A
9/30/202231,4735,0447171,179N/A
6/30/202231,0315,095160705N/A
3/31/202230,4025,007-27538N/A
12/31/202129,6985,116-132393N/A
9/30/202128,6335,051151658N/A
6/30/202127,5854,3921,3901,840N/A
3/31/202126,3923,7592,4642,944N/A
12/31/202024,9962,7611,9292,427N/A
9/30/202023,8192,8066451,103N/A
6/30/202022,6282,681-1,056-663N/A
3/31/202021,4032,232N/A-2,248N/A
12/31/201920,1561,867N/A-2,887N/A
9/30/201918,8761,414N/A-2,660N/A
6/30/201917,6301,151N/A-2,849N/A
3/31/201916,6141,265N/A-2,824N/A
12/31/201815,7941,211N/A-2,680N/A
9/30/201814,8931,263N/A-1,933N/A
6/30/201813,879990N/A-1,663N/A
3/31/201812,757671N/A-1,679N/A
12/31/201711,693559N/A-1,786N/A
9/30/201710,884440N/A-1,855N/A
6/30/201710,190362N/A-1,897N/A
3/31/20179,510337N/A-1,589N/A
12/31/20168,831187N/A-1,474N/A
9/30/20168,176163N/A-1,162N/A
6/30/20167,625141N/A-896N/A
3/31/20167,164127N/A-851N/A
12/31/20156,780123N/A-749N/A
9/30/20156,441163N/A-543N/A

アナリストによる今後の成長予測

収入対貯蓄率: NFLXの予測収益成長率 (年間11.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: NFLXの収益 ( 11.4% ) US市場 ( 17.1% ) よりも低い成長が予測されています。

高成長収益: NFLXの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: NFLXの収益 ( 9.5% ) US市場 ( 12.6% ) よりも低い成長が予測されています。

高い収益成長: NFLXの収益 ( 9.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: NFLXの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 42.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/27 03:52
終値2026/07/27 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Netflix, Inc. 45 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。82

アナリスト機関
Hannah KleivenArete Research Services LLP
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company