Morgan Stanley Raises Netflix Price Target to $115

Analysts see continued growth potential for streaming giant despite competitive pressures

Apr. 10, 2026 at 9:05am

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A high-end, photorealistic studio still-life photograph featuring a stack of polished metal streaming devices in various geometric shapes, arranged elegantly on a clean, monochromatic background with dramatic studio lighting, conceptually representing Netflix's market dominance in the streaming industry.Sleek, premium streaming devices symbolize Netflix's continued leadership in the competitive digital entertainment landscape.Los Gatos Today

Investment bank Morgan Stanley has increased its price target for Netflix (NASDAQ: NFLX) stock from $110 to $115, citing the company's strong subscriber growth and content pipeline. The new target represents a potential upside of over 10% from Netflix's current trading price.

Why it matters

Netflix has faced increasing competition in the streaming space from rivals like Disney+, HBO Max, and others, but the company continues to demonstrate its ability to attract and retain subscribers globally. This price target increase suggests Wall Street's confidence in Netflix's long-term growth prospects.

The details

In a research report, Morgan Stanley analysts reiterated their 'overweight' rating on Netflix stock and raised the price target from $110 to $115. The analysts cited Netflix's robust content slate, including high-profile original series and films, as well as the company's success in expanding its international subscriber base. While Netflix faces competitive pressures, the analysts believe the company will maintain its leadership position in the streaming market.

  • Morgan Stanley issued the updated price target on April 10, 2026.

The players

Netflix

A global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 and headquartered in Los Gatos, California, Netflix began as a DVD-by-mail rental service and later expanded into producing and distributing original programming.

Morgan Stanley

A multinational investment bank and financial services company that provides a variety of investment banking, securities, investment management and wealth management services.

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The takeaway

Despite increasing competition in the streaming space, Wall Street remains bullish on Netflix's long-term growth potential. The company's ability to consistently deliver popular original content and expand its global subscriber base continues to drive investor confidence.