Jefferies adjusted Netflix's stock research coverage arrangement, with analyst John Colantuoni taking over as the main research leader, while maintaining a “buy” rating and target price of $85. There is a potential increase of about 20.4% compared to the current stock price of $70.57. The agency anticipates that increased members' monetization capacity, increased profit margin expansion, and continued share buybacks will support Netflix's average annual revenue per share growth of more than 14% over the next ten years. Revenue is expected to grow at an average annual rate of about 11% from 2026 to 2029. More than half of this increase comes from an increase in single member revenue, and the average revenue per member is expected to increase by about 6% per year. Jeffrey pointed out that Netflix's standard subscription package in the US is about 60% lower than other paid streaming platforms, and is expected to increase the price by about 7% each year in the future; advertising business revenue is expected to grow at an average annual rate of 35%, driven by the expansion of membership, increased ad impressions, and the launch of new advertising formats.

Jefferies adjusted Netflix's stock research coverage arrangement, with analyst John Colantuoni taking over as the main research leader, while maintaining a “buy” rating and target price of $85. There is a potential increase of about 20.4% compared to the current stock price of $70.57. The agency anticipates that increased members' monetization capacity, increased profit margin expansion, and continued share buybacks will support Netflix's average annual revenue per share growth of more than 14% over the next ten years. Revenue is expected to grow at an average annual rate of about 11% from 2026 to 2029. More than half of this increase comes from an increase in single member revenue, and the average revenue per member is expected to increase by about 6% per year. Jeffrey pointed out that Netflix's standard subscription package in the US is about 60% lower than other paid streaming platforms, and is expected to increase the price by about 7% each year in the future; advertising business revenue is expected to grow at an average annual rate of 35%, driven by the expansion of membership, increased ad impressions, and the launch of new advertising formats.