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Analysts Trim Netflix Targets but Retain Bullish Calls as 2025 Strength Holds

A reported $82 billion move for Warner Bros. Discovery spotlights the trade-off investors see between growth momentum versus regulatory risk.

Overview

  • Wolfe Research lowered its Netflix price target to $121 from $139 on Dec. 15 while maintaining an Outperform rating.
  • Jefferies’ James Heaney cut his target to $134 from $150 on Dec. 11 and kept a Buy rating.
  • As of Dec. 17, the stock carried a Moderate Buy consensus with a one-year average target near $133.27.
  • Netflix is expected to deliver roughly $45 billion in 2025 revenue, about 15% higher year over year, with multi‑year EPS growth projected around 24% annually.
  • Yahoo Finance reports Netflix has bid about $82 billion for Warner Bros. Discovery, a move that could face regulatory review and a competing offer from Paramount, while the shares sit roughly 29% below recent highs.