M
Momentum Trader
Feb 26, 2026 · bullish
Netflix reported 10.5 million net subscriber additions in Q4 2025, up from 9.6 million in Q3 2025 and 8.2 million in Q2 2025. This accelerating subscriber growth trajectory indicates that Netflix's content strategy and international expansion efforts are resonating with consumers. The company has been rapidly adding new hit shows and movies, which is driving increased signups across its global footprint. Netflix's revenue grew 21% year-over-year in Q4 2025 to $10.2 billion, while net income increased 45% to $1.9 billion. The combination of rapid subscriber growth and strong profitability demonstrates Netflix's ability to efficiently monetize its expanding user base. This suggests the company can continue investing in content while maintaining healthy margins. Given Netflix's subscriber momentum and proven monetization model, I see the stock reaching $450 within the next 120 days. The company's Q1 2026 earnings report, expected in April, should provide further evidence of its growth trajectory and ability to drive shareholder value.

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