2025-04-17
Netflix is about to drop its quarterly earnings, and Wall Street is bracing for some serious movement. Options traders are betting on an 8.5% swing in either direction - which would put NFLX somewhere between $893 and $1,059 after the announcement. That's a pretty wide range!
The stock's currently trading around $975, and it's been on an absolute tear - up 56% over the past year. Not too shabby for a company that everyone was writing off as "mature" just a few years ago. Their ad-tier strategy seems to be working better than expected, and that $15 billion buyback program definitely didn't hurt investor sentiment.
In my experience following streaming stocks, Netflix has always been the one to beat. They've managed to stay ahead of Disney+, Max, and all the others despite the intensifying competition. Their international growth strategy (especially in emerging markets) has been particularly impressive.
Most analysts I've read seem bullish long-term, but there might be some short-term pain coming. Coincodex is projecting a drop to $874 by May - that's almost 11% down from current levels. I'm not convinced it'll fall that far, but stocks that run up before earnings often sell off even on good news (buy the rumor, sell the news, as they say).
Looking further out, the forecasts get rosier. Coinpriceforecast thinks Netflix could hit $1,300 by 2030, while Long Forecast is even more optimistic with a $1,518 prediction for December 2025. Personally, I think a lot depends on how well they monetize their ad tier and whether they can keep producing must-watch content like "Squid Game" and "Wednesday."
The streaming wars aren't ending anytime soon, but Netflixhas proven they know how to stay on top. I'll be watching their subscriber numbers closely - that's still the metric that moves this stock more than anything else.
