Subscribers and consumer advocates may be frowning on Netflix‘s latest price hikes, but Wall Street is celebrating the move.
The streaming giant’s stock price doesn’t yet reflect it, analysts’ uniformly positive reaction is perhaps the biggest vote of confidence by the Street since Netflix withdrew its proposal to acquire Warner Bros. last month. In early trading Friday, shares were up a fraction to around $93.50 on below-average trading volume.
Bernstein’s Laurent Yoon, who maintains an “outperform” rating on Netflix shares, called the hikes announced Thursday “good news” and “a welcome relief for investors.” The second round of increases since January 2025 affected all plans (a $1 boost for Standard with Ads, and $2 apiece for the ad-free Standard and Premium tiers).
The increases are “consistent with historical cadence,” Yoon wrote in a note to clients, adding that the move guarantees double-digit revenue growth in 2026, possibly above
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