William Blair analyst Ralph Schackart has maintained their bullish stance on NFLX stock, giving a Buy rating today.
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Ralph Schackart has given his Buy rating due to a combination of factors tied to Netflix’s operating momentum and long-term opportunity set. He notes that recent subscription price hikes have been absorbed well, with user engagement hitting record levels and churn improving across regions, which supports both revenue growth and pricing power.
At the same time, he highlights that Netflix still commands only a small slice of global TV viewing and household penetration, leaving meaningful room for expansion as streaming displaces traditional TV. Schackart also points to the fast-growing advertising tier and emerging initiatives in video podcasts, gaming, and live events as additional levers that can enhance retention, diversify revenue, and reinforce the company’s competitive position.
In another report released today, KeyBanc also maintained a Buy rating on the stock with a $115.00 price target.