Jun. 15 at 1:25 AM
$NFLX đđđ§¨
Base case:
$110â120 This aligns closely with the current analyst consensus around
$115. Benefits from advertising growth, price increases, and the
$2.8 billion breakup fee strengthening the balance sheet.
Bull case:
$130â150 Advertising scales faster than expected. Margins expand. Investors reward Netflix with a premium multiple again. Several analysts' high-end targets are already in the
$150+ range.