Itau BBA has initiated coverage on Netflix Inc (NFLX), assigning an Outperform rating. This marks the firm's first assessment of Netflix's investment potential based on its research into the company's operations, industry dynamics, and growth prospects.
As of October 6, 2025, Netflix's stock is priced at $105.15. The company, headquartered in Los Gatos, California, operates in the media industry, providing entertainment services through paid memberships in over 190 countries. With a market capitalization of $464.3 billion, Netflix has a trailing twelve-month (TTM) price-to-earnings (P/E) ratio of 44.51 and earnings per share (EPS) of $2.39.
Upcoming earnings reports are scheduled for April 15, 2026, with an estimated EPS of $0.83 and revenue of $12.4 billion, and July 15, 2026, with an estimated EPS of $0.88 and revenue of $12.8 billion.
Analyst ratings and price targets serve as professional opinions derived from research and financial models. While these assessments can offer valuable insights, they are based on assumptions that may not materialize as anticipated. Investment decisions should consider a range of factors, including company fundamentals and industry trends. Analyst views should be one of many inputs in the investment decision-making process.
Analyst consensus as of November 1, 2025, includes 16 Strong Buy, 27 Buy, and 14 Hold ratings, with no Sell or Strong Sell ratings, reflecting a consensus rating of Buy. Recent analyst actions also indicate a positive outlook, with Itau BBA's initiation following upgrades from Seaport Global and Loop Capital in early October.
This update provides insight into Netflix's evolving market position as it continues to scale its streaming service and enhance its content offerings.