With Q4 earnings season picking up pace, investors are watching closely to see which major tech name can deliver the stronger finish. Meta Platforms (META) and Netflix (NFLX) both enter the quarter with steady momentum, shaped by AI-driven product updates and improving profit trends. Using the TipRanks Stock Comparison Tool, we look at which of these two stocks Wall Street favors ahead of their Q4 earnings.
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Netflix (NASDAQ:NFLX)
Netflix stock has risen about 4.5% in 2025, supported by steady subscriber growth, a growing ad business, and a solid content lineup. The company continues to strengthen its content offering through partnerships rather than acquisitions. Recently, Netflix expanded its exclusive global Pay-1 deal with Sony Pictures Entertainment, a unit of Sony Group (SONY), giving it first access to Sony’s major film releases after theaters. There have also been industry talks involving Warner Bros. Discovery (WBD), though no deal has been announced.
Looking ahead, Netflix is set to report its fourth quarter fiscal 2025 results after the market close on Tuesday, January 20. Analysts expect earnings of $0.55 per share, up 28% from a year ago, and revenue of about $11.97 billion, reflecting a 16.7% year-over-year increase. The increase reflects steady subscriber growth in international markets.
Ahead of the report, top TD Cowen analyst John Blackledge maintained a Buy rating on Netflix but lowered his price target to $115 from $142. He expects Netflix to add about 14.2 million paid subscribers in Q4, helped by seasonal demand and a strong content slate, including Stranger Things and holiday NFL games. Blackledge also pointed to rising interest from advertisers and strong living-room viewing trends, which continue to support his positive view despite the lower price target.
Meta Platforms (NASDAQ:META)
Meta stock has gained about 1.5% in 2025, as investors balance steady ad demand with higher spending on AI and new products. Meta continues to roll out AI tools for advertisers across Facebook and Instagram to improve ad results. At the same time, the company is working to lift engagement on newer platforms like Threads while keeping a close eye on costs.
Looking ahead, Meta will report its Q4 FY25 earnings on Wednesday, January 28. Analysts expect earnings of $8.19 per share, up 2.1% from a year ago, and revenue of about $58.35 billion, reflecting a 20.6% year-over-year increase.
Ahead of its earnings, Truist Securities analyst Youssef Squali reiterated a Buy rating on Meta with an $875 price target, even as the stock has lagged peers since its last earnings. Squali said Meta’s lower valuation already reflects concerns around higher spending and AI progress. He believes the market is underestimating Meta’s ability to grow faster over time and remains positive ahead of the earnings report, citing strong user engagement and better ad monetization.
NFLX or META: Which Stock Offers Higher Upside, According to Analysts?
Using TipRanks’ Stock Comparison Tool, analysts see Netflix (NFLX) offering the higher upside, with its average price target pointing to about 44.5% upside. On the other hand, Meta carries a Strong Buy rating and an implied upside of about 32.9%, showing stronger analyst confidence but less upside than Netflix based on price targets.
