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NFLXBullishAnalyst Ratingnews
High materiality8/10

Evercore raises Netflix target to $110 on improving U.S. and Japan subs

Sep 14, 2026, 3:32 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

A PT hike to $110 based on a 25x 2028 earnings multiple and improving U.S./Japan subs signals potentially higher near-term multiples and cash-flow expectations. Historical similar upgrades have driven 5-15% 1–3 week upticks; sustained upside depends on deeper subs growth and ad-market strength.

AI summary

What happened, with direct paths to the underlying reporting

Evercore ISI raised Netflix's price target to $110, applying a 25x 2028 earnings multiple based on improving U.S. and Japan subscriber trends. Data show stronger domestic penetration and ad-tier retention, with live programming like the World Baseball Classic attracting Japanese subscribers. The catalyst could drive near-term upside in NFLX, though valuation and ad-market dynamics warrant careful monitoring.

  • Evercore raises NFLX PT to $110; Outperform stance.
  • U.S. subs at 63%, Japan at 22% penetration (all-time highs).
  • Ad-supported Standard plan boosts retention and signups in both regions.
  • Japan retention 58% unlikely to cancel; Japan satisfaction 67%.
  • NFLX shares up about 4% to $80.52 on the news.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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