Netflix Stock At 52-Week Lows: Analysts Highlight ‘Significant’ Long-Term Opportunity

Netflix (NASDAQ: NFLX ) shares are trading at new 52-week lows after the company’s mixed second-quarter financial results and guidance that came in lighter than forecasts. Analysts break down what the report means and what’s next for the streaming giant. The Netflix Analysts Rosenblatt analyst Barton Crockett maintained a Neutral rating on Netflix and lowered the price target from $95 to $75. TD Cowen analyst John Blackledge maintained a Buy rating and lowered the price target from $112 to $100.

Bank of America Securities analyst Jessica Reif Ehrlich reiterated a Buy rating and lowered the price target from $125 to $105. Read Also: Netflix Releases Top Shows, Movies List for 2026: Why It Might Be More Bad News for Stock in Second Half Rosenblatt on Netflix Netflix’s second-quarter results came up light on revenues, Crockett said in a new investor note. The analyst said Netflix did not have a "great explanation" for revenue slowing down in the third quarter. "There are reasons why growth would be expected to accelerate.

S. won’t be visible in the UCAN segment until 3Q26," Crockett said. Crockett said the same for the fourth quarter, with full-year guidance narrowing, implying lower revenue growth in the fourth quarter. " The analyst highlighted that engagement was strong in the first half, despite allegations that the streamer was struggling.

TD Cowen on Netflix Netflix engagement growth in the first half "remained stable," Blackledge said in a new investor report. The analyst said third-quarter guidance was in line with estimates. , Mexico, and Spain price increases, impact from which has been in line with mgmt’s expectation," Blackledge said. With Netflix stock falling Friday, Blackledge highlights the opportunity for investors.

" Bank of America on Netflix Netflix earnings were strong, but "not strong enough," Ehrlich said in a new investor note. "At <20x EPS, and a discount to the S&P 500, we believe the stock underappreciates the strategic value of the platform," Ehrlich said. The analyst said Netflix was a battleground stock ahead of the second quarter, with pressure on slower engagement and slower revenue growth. The results were not enough to change the debate, Ehrlich said.

Ehrlich said concerns on engagement and revenue growth are likely to persist in the near term, but the stock has demonstrated the ability to create shareholder value over time. " The analyst says pressure remains on the stock, with potential acquisition activity that may be received positively or negatively by investors. 75. The stock hit new 52-week lows at Friday’s open.

5% year-to-date in 2026. Read Also: Netflix Stock Plunges To 20-Month Low: Can Live Sports Replace ‘Stranger Things’ And ‘Squid Game’? Image via Shutterstock