July 27, 2025 a 09:00 am
NFLX: Analysts Ratings - Netflix, Inc.
Netflix, Inc. continues to dominate the streaming market with its vast array of content across various genres and languages. Recent analyst ratings reveal a mixed yet resilient outlook. The overall sentiment seems cautiously optimistic, with a noticeable increase in "Hold" recommendations, reflecting market uncertainty. However, the robust subscription growth keeps analysts confident about its long-term potential.
Historical Stock Grades
The latest data from July 2025 shows significant insights into Netflix's analyst ratings. While strong buy recommendations have remained stable, "Buy" ratings experienced a slight decrease compared to the previous month. "Hold" recommendations have seen a steady rise, reflecting growing cautiousness among analysts. This trend is further illustrated in the following table:
| Rating Type | Number of Ratings | Score |
|---|---|---|
| Strong Buy | 7 | |
| Buy | 24 | |
| Hold | 16 | |
| Sell | 2 | |
| Strong Sell | 0 |
Sentiment Development
The last months show shifting sentiment among analysts. Recommendations are trending more conservatively, reflecting broad market concerns:
- June 2025 saw 49 total ratings compared to 48 in July 2025, indicating stable analyst attention.
- "Hold" ratings increased by 1, reflecting caution amid broader market conditions.
- Strong Buy and Buy ratings have seen slight declines or stabilization over recent months.
Percentage Trends
Overall percentage trends show the following shifts:
- The portion of "Strong Buy" ratings decreased from 29% in January 2025 to 14% by July.
- "Buy" recommendations held a steady major share, comprising 48% of ratings in July.
- "Hold" ratings increased significantly from 28% to 32% over the same period.
- The decrease in overtly positive ratings indicates a tilt toward cautious optimism.
- Reduction of sell ratings shows a tempered confidence in the company's prospects.
Latest Analyst Recommendations
Analyzing recent recommendations reveals consistent perspectives:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-07-21 | Outperform | Outperform | Baird |
| 2025-07-18 | Buy | Buy | TD Cowen |
| 2025-07-18 | Buy | Buy | Needham |
| 2025-07-18 | Overweight | Overweight | Piper Sandler |
| 2025-07-18 | Overweight | Overweight | Morgan Stanley |
Analyst Recommendations with Change of Opinion
Recent changes reflect evolving perceptions:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-07-07 | Neutral | Buy | Seaport Global |
| 2025-05-19 | Neutral | Overweight | JP Morgan |
| 2025-03-17 | Buy | Neutral | MoffettNathanson |
| 2025-01-23 | Outperform | Peer Perform | Wolfe Research |
| 2025-01-22 | Equal Weight | Underweight | Barclays |
Interpretation
The market's evaluation of Netflix appears to be stabilizing, with cautious optimism. Analyst sentiment suggests a possible market recalibration, focusing on sustained subscription growth and content diversification. There is a detectable shift towards restraint in overly bullish assessments, pointing to an increased analysis of competitive and market dynamics. Despite downgrades, the sustained overweight and outperform recommendations imply confidence in Netflix's strategic positioning and innovation potential. The outlook remains favorable but closely watched due to competitive pressures and market saturation risks.
Conclusion
In summary, Netflix's stock ratings reflect a dynamic yet cautiously optimistic outlook rooted in solid fundamentals. The tempered analyst sentiment suggests heightened vigilance amidst market challenges. Risks involve intensified competition and evolving consumer preferences, but opportunities lie in strategic innovation and global expansion. The robust subscription base and ongoing content investment present long-term growth potential. As a result, analysts maintain a balanced view, underscoring resilience while acknowledging potential headwinds.