NFLX: Fairly Valued Amid Slowing Subscriber Growth, Structural Headwinds, and Risky WBD Acquisition Plans

Tip Ranks
2026.01.21 04:35
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Analyst Jeffrey Wlodarczak from Pivotal Research maintains a Hold rating on Netflix, lowering the price target to $95.00. This decision stems from slowing subscriber growth, with increases driven more by price hikes than new users. Structural challenges from competition and Netflix's costly acquisition of WBD's assets introduce risks. Additionally, uncertainties around ad-supported transitions and regulatory issues contribute to the view that the stock is fairly valued. TipRanks also downgraded Netflix to a Hold with a $96.00 target.