KeyBanc reiterates Overweight rating on Netflix stock, citing DSP growth

Published 11/09/2025, 13:36
KeyBanc reiterates Overweight rating on Netflix stock, citing DSP growth

Investing.com - KeyBanc Capital Markets has reiterated its Overweight rating and $1,390.00 price target on Netflix (NASDAQ:NFLX) following the streaming giant’s partnership with Amazon Ads. According to InvestingPro data, Netflix’s stock is currently trading near $1,247, with analyst targets ranging from $750 to $1,600, reflecting the market’s mixed outlook on the company’s valuation.

The investment firm views Netflix’s growing diversification of demand-side platforms (DSPs) as a positive development that should improve ad monetization for the company.

KeyBanc projects this diversification strategy will support low double-digit percentage revenue growth for Netflix through 2027.

The firm’s price target of $1,390 represents a multiple of 35 times Netflix’s projected 2027 price-to-earnings ratio.

KeyBanc also maintained its Overweight rating on The Trade Desk, suggesting that negative headlines affecting the company could subside in the coming quarters as its execution returns to normal.

In other recent news, Netflix has been making significant strides in various areas. The company is finalizing a deal to stream the "Home Run Derby" for over $35 million annually through 2028, enhancing its sports content offerings. Additionally, Netflix has adopted Runway AI’s video generation software for its content production, a move that has stirred discussions in Hollywood due to concerns about AI’s impact on industry jobs. Bernstein has reiterated an Outperform rating on Netflix with a price target of $1,390, noting that the stock is trading about 10% below its all-time high after mixed Q2 results. In related developments, Jefferies has maintained its Hold rating and $50 price target for The Trade Desk, acknowledging Amazon’s partnerships, including one with Netflix. Meanwhile, Funko Inc. has appointed Josh Simon, formerly of Netflix, as its new CEO, effective September 1, 2025. Lastly, Comcast’s NBCUniversal is in advanced talks for a $200 million annual deal with Major League Baseball, while Netflix’s strategic initiatives continue to evolve.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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