Banking giant sets date when Netflix stock will drop to $1,140

Group 1 - Goldman Sachs has revised its outlook on Netflix, expressing growing confidence in the company's ability to maintain momentum through the second half of 2025, driven by a diverse content lineup and resilient user engagement [1][2] - The analyst noted stable consumption patterns, strong subscriber retention, and improving monetization trends, indicating that Netflix is well-positioned despite increasing competition in the streaming market [2][3] - Netflix's strategy to manage pricing in mature markets and enhance average revenue per user is under investor scrutiny, with a focus on its expansion into live entertainment as a potential differentiator [3] Group 2 - Goldman Sachs raised its 12-month price target for Netflix from $1,000 to $1,140 while maintaining a 'Neutral' rating, which implies an approximately 11% downside from the previous session's close of $1,293 [4][6] - Despite Goldman's tempered view, the consensus among 37 analysts tracked by TipRanks remains optimistic, with a 'Strong Buy' rating and an average price forecast of $1,258 [8]