Netflix 향후 성장
Future 기준 점검 2/6
Netflix (는) 각각 연간 11.4% 및 9.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 43.3% 로 예상됩니다.
핵심 정보
11.4%
이익 성장률
13.54%
EPS 성장률
| Entertainment 이익 성장 | 23.6% |
| 매출 성장률 | 9.5% |
| 향후 자기자본이익률 | 43.29% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 13 Sep 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Sep 14
Paramount's Warner Takeover Chaos Handed Netflix The Ultimate Moat
Summary Netflix is upgraded to a buy as competitive dynamics shift favorably amid PSKY’s debt-laden WBD acquisition. NFLX’s scale, recurring revenue, and strong profitability support premium valuation and potential for double-digit top-line growth. Management emphasizes monetization and pricing power, guiding for 12% revenue growth and 33.2% operating margin next quarter. Risks include potential pricing walls and competitive content, but NFLX’s balance sheet and market position offer downside support. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 21
NFLX: Future Returns Will Depend On Advertising Scale Despite Engagement Concerns
Analysts have lowered their average Netflix price target to $70 from about $88.66, reflecting expectations for softer revenue growth and profit margin assumptions, a higher discount rate, and a reset future P/E multiple, even as the company continues to benefit from content partnerships, advertising expansion, and large scale. Analyst Commentary Recent research around Netflix shows a split view.
내러티브 업데이트 • Aug 07
NFLX: Advertising Scale And New Franchises Will Support Long Term Upside
Analysts cut the Netflix fair value estimate to about $94 from roughly $114, reflecting slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower future P/E multiple, even as margin expectations stay broadly intact. Analyst Commentary Recent research on Netflix points to a mixed backdrop.
내러티브 업데이트 • Aug 02
10-Q Update
Updated with the most recent quarterly report.
내러티브 업데이트 • Jul 23
NFLX: Ads And Live Content Expansion Will Support Future Earnings Power
Analysts have trimmed their average Netflix price target, with the modelled fair value estimate moving about $12 lower to roughly $127. This reflects more cautious revenue growth assumptions and a reduced future P/E multiple, even as overall profitability expectations remain largely unchanged.
새로운 내러티브 • Jul 20
Fair value of $81.50 suggests Netflix's strong future
Netflix (NASDAQ: NFLX) — Full Equity Underwrite Research posture: Constructive long term, cautious near term Price: $68.95 at the July 17, 2026 close Data cut-off: July 17, 2026 Short-term score: 46/100 — Mixed Long-term score: 80/100 — Strong The analysis follows the uploaded full-company, business-model, performance, risk and management frameworks. Valuation is structured around the valuation-method, DCF, reverse-DCF, price-trend and investment-score modules.
새로운 내러티브 • Jul 19
Netflix's Attention Deficit: Pricing and Ads Racing Against View-Hour Stagnation
Start with what happened, because what happened is not an opinion. After the close on Thursday, Netflix published its second quarter results.내러티브 업데이트 • Jul 09
NFLX: Future Returns Will Rely On Scaling AI Ads Suite
Analysts have trimmed their Netflix fair value estimate slightly from about $90.80 to $88.66, reflecting lower Street price targets around $100. They continue to cite steady margin assumptions, a modestly reduced discount rate, and potential support from advertising growth, new pricing tiers, and possible M&A over time.새로운 내러티브 • Jun 27
Netflix’s Business Quality Is Clear. The Harder Question Is Whether The Stock Is Still Cheap
Netflix is no longer being debated as a broken streaming story. The real debate now is subtler: has it already done enough to justify the valuation, or is the market still underestimating how durable the cash flow model has become?내러티브 업데이트 • Jun 23
NFLX: Advertising Scale And Content Investments Will Support Long Term Upside
Analysts have trimmed their average Netflix fair value estimate slightly to about $114.15 from $114.56. This reflects more cautious assumptions around future price increases and user engagement, even as ad tier momentum and longer term advertising plans remain key parts of the story.
새로운 내러티브 • Jun 22
Netflix's Revenue Surge Will Hit 18% Despite Market Lows
Why Netflix continues to grow while reaching ATL’s Greg Peters has finally been left as the official Co-CEO of Netflix after Reed Hastings stepped down on June 4th leaving someone to take his place. Why this matters…… Hastings was a co-founder of Netflix.분석 기사 • Jun 21
Netflix (NFLX) Stock Could Be 18.3% Undervalued After Proximity Media And TF1 Deals
Netflix (NFLX) is back in focus after announcing an exclusive multi year television partnership with Ryan Coogler’s Proximity Media, along with a new broadcaster deal with France’s TF1 that broadens its content approach. See our latest analysis for Netflix. These content wins come after a tough stretch for the Netflix share price, which is down 14.96% year to date and has a 1 year total shareholder return decline of 37.16%. However, the 3 year total shareholder return of 82.49% shows much...내러티브 업데이트 • Jun 06
NFLX: Advertising Expansion Will Support Engagement And Earnings Power After Warner Bid Exit
Analysts have trimmed the blended fair value estimate for Netflix by about $4 to $138.56 as they moderate assumptions for revenue growth and profit margins, while still highlighting the potential of the expanding ads business and price increases to support long term earnings power. Analyst Commentary Bullish analysts are emphasizing Netflix's progress on advertising, pricing and product execution as key supports for the trimmed fair value estimate, even as some margin and growth assumptions are moderated.내러티브 업데이트 • May 23
NFLX: Advertising Expansion And Content Focus Will Drive Long Term Upside
Netflix's analyst price target edged higher to about $115, with analysts pointing to the company's expanding advertising tier, broader ad market rollout, and focus on content and technology as key reasons for the updated fair value, along with a slightly lower assumed discount rate and P/E multiple. Analyst Commentary Recent research on Netflix clusters around the same core themes that underpin the updated fair value, with most commentary focusing on the advertising tier, content strategy, and the decision to walk away from a Warner Bros.새로운 내러티브 • May 18
Netflix: Why I bought again.
I’ve owned Netflix shares before, sold last Fall after strong gains and recently bought back in after the share price dipped. What gives me confidence in Netflix’s future is one number above all others: subscriber growth.내러티브 업데이트 • Apr 29
NFLX: Future Returns Will Hinge On Price Hikes And Warner Deal Fallout
Analysts have nudged the fair value estimate for Netflix higher to $90.80 from $85.52. This reflects a mix of slightly adjusted long term growth, margin and discount rate assumptions, alongside a wide range of recent Street price target tweaks and rating changes following the latest earnings and the Warner Bros.내러티브 업데이트 • Apr 14
NFLX: Future Returns Will Depend Heavily On Price Hikes Facing Rising Scrutiny
Netflix's updated analyst price target has shifted higher, with fair value moving from $82.54 to $85.52 as analysts factor in subscription price increases, slightly higher revenue growth expectations and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Netflix reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess the impact of content investments, pricing changes and the decision to walk away from a Warner Bros.내러티브 업데이트 • Mar 31
NFLX: Higher Pricing And Advertising Will Support Engagement After Warner Bid Exit
Netflix's analyst price targets have recently shifted as analysts factor in updated views on subscriber monetization, 2026 revenue assumptions, and a reset in expected P/E multiples following the decision to walk away from the Warner Bros. Discovery bid, while also incorporating the impact of price increases and advertising trends.내러티브 업데이트 • Mar 17
NFLX: Walking From Warner Deal Will Refocus On Content And Efficiency
Analysts have modestly increased the blended price target for Netflix by about $2 to reflect updated views on content investment, operating efficiency and valuation multiples after the company opted out of a Warner Bros. Discovery deal.새로운 내러티브 • Mar 04
Netflix was right to decline in raising their offer for Warner Brothers
I think everyone who is invested in the American stock market has their eyes on Netflix as of late. Especially after the company declined to raise their offer for Warner Brothers in their bidding war against Paramount Skydance.내러티브 업데이트 • Mar 03
NFLX: Future Returns Will Be Pressured By Warner Bid Fallout
Our analyst price target for Netflix edges down by about $2 to reflect slightly lower revenue growth and P/E assumptions, even as analysts broadly view the decision to walk away from Warner Bros. assets as supportive of margins and the core streaming thesis.내러티브 업데이트 • Feb 17
NFLX: Shares Should Benefit As Warner Asset Bid Expands Content Scale
Analysts have trimmed their fair value estimate for Netflix to $111.43 from $134.44, reflecting lower future P/E expectations around $30.78 and slightly softer revenue growth assumptions, even as they factor in marginally higher profit margins and mixed reactions to potential Warner Bros. assets and recent advertising momentum.내러티브 업데이트 • Feb 03
NFLX: Advertising And International Expansion Will Drive Engagement Despite Warner Deal Uncertainty
Analysts have trimmed their Netflix price targets by around $31 on average, reflected in our fair value update from $1,600.00 to $144.53. They are recalibrating revenue growth expectations, applying a lower future P/E, and factoring in both recent target cuts and fresh Buy initiations that highlight advertising traction, content strength, and potential benefits from international expansion and acquisitions.내러티브 업데이트 • Jan 20
NFLX: Future Returns Will Balance Warner Bid Risk And Advertising Progress
Analysts have trimmed their Netflix price targets by around $25 to $30 per share, reflecting a lower assumed future P/E multiple, even as they point to steady revenue growth expectations, resilient profit margins, and ongoing progress in advertising and content monetization. Analyst Commentary Recent Street research on Netflix highlights a mixed backdrop.내러티브 업데이트 • Jan 06
NFLX: Future Returns Will Weigh Warner Bid Uncertainty And Advertising Momentum
Analysts have trimmed their fair value narrative for Netflix to reflect slightly lower long term revenue growth and profit margin assumptions, alongside a modestly higher future P/E multiple. Recent price target updates are clustered around stock split adjusted levels such as US$110, US$1,350, US$1,385, US$1,400 and US$1,530, as they weigh potential Warner Bros.내러티브 업데이트 • Dec 19
NFLX: Future Performance Will Balance Warner Bid Risks And New Revenue Streams
Analysts have modestly reduced their Netflix price target to reflect a lower fair value estimate of about $86.94, driven by slightly slower expected revenue growth and a lower future P/E multiple. These factors are only partly offset by improved long term margin assumptions and a largely stock split adjusted framework.내러티브 업데이트 • Dec 05
NFLX: Shares Should Gain As Warner Bros. Bid Shapes Content Leadership
Analysts make a marginal downward adjustment to their Netflix price target, trimming fair value by approximately $0.21 per share as slightly lower long term margin assumptions offset modestly higher revenue growth and a richer future P E multiple. Analyst Commentary Street research remains broadly constructive on Netflix, with most recent notes emphasizing resilient engagement, growing advertising ambitions, and durable pricing power, even as some caution emerges around execution risk and potential strategic moves.내러티브 업데이트 • Nov 21
NFLX: Shares Will Strengthen As Acquisition Possibilities Create Sector Tailwinds
Analysts have revised their price target for Netflix sharply downward, from approximately $1,350 to about $135 per share. This change is due to model updates related to the recent stock split as well as evolving views on cash flow and potential acquisition risks.
내러티브 업데이트 • Nov 21
Update after NFLX Q3 2025 earnings report. Business keeps sailing even after Brazilian tax hiccup
Update following the Q3 2025 Earnings Report Tail winds Revenue increased 17.2% YoY, driven primarily by membership growth and higher pricing which was higher that the revenue I used after Q2 earnings report Company achieved highest quarterly viewing share ever All regions experienced healthy YoY revenue growth. UCAN increased 17%.내러티브 업데이트 • Sep 04
Global Ad Tech Rollout Will Spark Future Prosperity
Analysts remain divided on Netflix as strong growth, operating leverage, and new business initiatives support higher targets for some, while valuation concerns and softer engagement metrics drive caution for others, ultimately resulting in an unchanged consensus price target of $1,350. Analyst Commentary Bullish analysts are raising price targets on Netflix driven by strong Q2/Q3 results, better-than-expected member growth, robust upcoming content slate (including hits like Squid Games 3), and tailwinds from new advertising and pricing initiatives.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 62,796 | 18,468 | 16,659 | 17,355 | 33 |
| 12/31/2027 | 57,005 | 15,855 | 14,175 | 15,038 | 45 |
| 12/31/2026 | 51,221 | 15,266 | 12,868 | 13,300 | 46 |
| 6/30/2026 | 48,371 | 13,650 | 11,152 | 11,971 | N/A |
| 3/31/2026 | 46,890 | 13,374 | 11,894 | 12,650 | N/A |
| 12/31/2025 | 45,183 | 10,981 | 9,461 | 10,149 | N/A |
| 9/30/2025 | 43,379 | 10,431 | 8,967 | 9,575 | N/A |
| 6/30/2025 | 41,693 | 10,248 | 8,501 | 9,070 | N/A |
| 3/31/2025 | 40,173 | 9,270 | 7,446 | 7,938 | N/A |
| 12/31/2024 | 39,001 | 8,712 | 6,922 | 7,361 | N/A |
| 9/30/2024 | 37,587 | 7,781 | 7,125 | 7,487 | N/A |
| 6/30/2024 | 36,304 | 7,095 | 6,819 | 7,159 | N/A |
| 3/31/2024 | 34,932 | 6,435 | 6,946 | 7,308 | N/A |
| 12/31/2023 | 33,723 | 5,408 | 6,926 | 7,274 | N/A |
| 9/30/2023 | 32,743 | 4,525 | 5,677 | 6,055 | N/A |
| 6/30/2023 | 32,126 | 4,246 | 4,260 | 4,620 | N/A |
| 3/31/2023 | 31,909 | 4,200 | 2,934 | 3,282 | N/A |
| 12/31/2022 | 31,616 | 4,492 | 1,619 | 2,026 | N/A |
| 9/30/2022 | 31,473 | 5,044 | 717 | 1,179 | N/A |
| 6/30/2022 | 31,031 | 5,095 | 160 | 705 | N/A |
| 3/31/2022 | 30,402 | 5,007 | -27 | 538 | N/A |
| 12/31/2021 | 29,698 | 5,116 | -132 | 393 | N/A |
| 9/30/2021 | 28,633 | 5,051 | 151 | 658 | N/A |
| 6/30/2021 | 27,585 | 4,392 | 1,390 | 1,840 | N/A |
| 3/31/2021 | 26,392 | 3,759 | 2,464 | 2,944 | N/A |
| 12/31/2020 | 24,996 | 2,761 | 1,929 | 2,427 | N/A |
| 9/30/2020 | 23,819 | 2,806 | 645 | 1,103 | N/A |
| 6/30/2020 | 22,628 | 2,681 | -1,056 | -663 | N/A |
| 3/31/2020 | 21,403 | 2,232 | N/A | -2,248 | N/A |
| 12/31/2019 | 20,156 | 1,867 | N/A | -2,887 | N/A |
| 9/30/2019 | 18,876 | 1,414 | N/A | -2,660 | N/A |
| 6/30/2019 | 17,630 | 1,151 | N/A | -2,849 | N/A |
| 3/31/2019 | 16,614 | 1,265 | N/A | -2,824 | N/A |
| 12/31/2018 | 15,794 | 1,211 | N/A | -2,680 | N/A |
| 9/30/2018 | 14,893 | 1,263 | N/A | -1,933 | N/A |
| 6/30/2018 | 13,879 | 990 | N/A | -1,663 | N/A |
| 3/31/2018 | 12,757 | 671 | N/A | -1,679 | N/A |
| 12/31/2017 | 11,693 | 559 | N/A | -1,786 | N/A |
| 9/30/2017 | 10,884 | 440 | N/A | -1,855 | N/A |
| 6/30/2017 | 10,190 | 362 | N/A | -1,897 | N/A |
| 3/31/2017 | 9,510 | 337 | N/A | -1,589 | N/A |
| 12/31/2016 | 8,831 | 187 | N/A | -1,474 | N/A |
| 9/30/2016 | 8,176 | 163 | N/A | -1,162 | N/A |
| 6/30/2016 | 7,625 | 141 | N/A | -896 | N/A |
| 3/31/2016 | 7,164 | 127 | N/A | -851 | N/A |
| 12/31/2015 | 6,780 | 123 | N/A | -749 | N/A |
| 9/30/2015 | 6,441 | 163 | N/A | -543 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: NFLX 의 연간 예상 수익 증가율(11.4%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: NFLX 의 연간 수익(11.4%)이 US 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: NFLX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: NFLX 의 수익(연간 9.5%)이 US 시장(연간 13.3%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: NFLX 의 수익(연간 9.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: NFLX의 자본 수익률은 3년 후 43.3%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/16 01:24 |
| 종가 | 2026/09/15 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Netflix, Inc.는 83명의 분석가가 다루고 있습니다. 이 중 46명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Hannah Kleiven | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |