As the broader entertainment industry faces volatility, Netflix is proving to be Wall Street’s favorite anomaly. Amid fears of recession, global tariffs, and Hollywood’s shaky content pipeline, the Netflix stock prediction for 2025 is looking surprisingly optimistic — and multiple top analysts are doubling down.
Morgan Stanley: Netflix Is the New Top Pick in Media
Morgan Stanley analyst Benjamin Swinburne labeled Netflix as his top media sector pick, reaffirming an “overweight” rating and a price target of $1,150 — over 30% upside from current trading levels.
According to Swinburne, Netflix’s strong momentum in its subscription business, combined with favorable currency movements and high daily user engagement, is “de-risking” the 2025 outlook.
“Netflix continues to show nearly two hours a day of engagement per member,” Swinburne noted. “It’s an incredible platform reach that translates into long-term value.”
Guggenheim: Modest Q1 Revenue Beat Expected
Guggenheim’s Michael Morris sees Netflix’s Q1 2025 results outperforming internal guidance. While the streamer’s first-quarter content slate was lighter than usual, high-profile series like Adolescence, The Night Agent Season 2, and Squid Game Season 2 helped shore up engagement.
Morris, who maintains a “buy” rating with a $1,100 target, also cited the easing impact of foreign exchange and a stronger start to Netflix’s ad-supported tier.
TD Cowen: “Most Defensive Stock in Media”
Calling Netflix the “most defensive name” in media, analyst John Blackledge from TD Cowen kept a $1,150 price target intact. His Q1 consumer survey reinforced Netflix’s top status in living room viewing preference — a metric increasingly important as AVOD grows.
He also pointed to the platform’s global scale and the upcoming return of franchises like Wednesday and Stranger Things as key to long-term stability.
Bank of America: Recession-Resilient Streaming Power
Jessica Reif-Ehrlich of Bank of America called Netflix one of her top buys in a rocky economic environment, placing the company alongside Spotify as a “recession-resilient subscription service.” Her forecast: a $1,175 stock target.
“It’s not just content. It’s cultural dominance,” she said. “Netflix remains central to the conversation.”
Wedbush: Ad Revenue Gains Start in 2026
Wedbush analyst Michael Pachter sees Netflix’s ad-tier as a game-changer, predicting the real financial windfall to begin in 2026. He notes that Netflix’s advanced data insights and growing catalog of live events will fuel significant ad monetization opportunities.
“No one can catch Netflix in the streaming race,” Pachter stated. “They’ve built a $40B+ business that’s only just beginning to monetize at scale.”
What to Expect in Netflix’s Q1 2025 Earnings Report
With Netflix set to report earnings on April 17, 2025, key analyst watchpoints include:
- Growth in ad-supported tier
- Global subscriber churn trends (even without public sub data)
- Viewer engagement with Squid Game S2, Adolescence, and Back in Action
- Strategic updates on international market regulation and expansion
Netflix also announced that this quarter will be the last time it reports individual subscriber counts — a move seen as both bold and controversial.
Final Outlook: Safe Haven Status in 2025
Despite Hollywood’s broader production slowdown and macroeconomic uncertainties, analysts agree on one thing: Netflix stock prediction for 2025 is as solid as ever. Price targets range between $1,100 to $1,175, and the company’s global scale and deep library give it unmatched resilience.
So, is Netflix the safest stock in entertainment right now? According to Wall Street — yes, by a long shot.
Netflix Q1 2025 Earnings Call:
📅 April 17, 2025
🕒 After market close
📊 Focus: Revenue growth, ad-tier trends, content pipeline
