Stock AnalizNetflix (NFLX) earnings for the quarter ended September 2026: EPS beats estimates
Netflix reported results for the quarter ended September 2026 on October 20, 2026. Adjusted earnings per share came in at $0.87 against the analysts’ average forecast of $0.82, a beat of 5.8%.
Revenue for the quarter was $12.87 billion, up 11.8% from $11.51 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 6.9% on the first trading day after the report.
The last four quarters
Netflix has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.87 | $0.82 | +5.8% | +12% | −6.9% |
| Jun 2026 | $0.80 | $0.79 | +1.4% | +13% | −6.4% |
| Mar 2026 | $1.23 | $1.25 | −1.4% | +16% | −9.7% |
| Sep 2025 | $0.59 | $0.70 | −15.8% | +17% | −9.9% |
What comes next
Analysts expect EPS of $0.68 for the next quarter on average and $3.58 for the fiscal year ending December 31, 2026.
The average analyst price target is $84.76, 36% above the current price of $62.15.
Valuation and score
Netflix scores 4.0 out of 5 overall on Stock Analiz (a strong company), trades at a trailing P/E of about 18.0, and its intrinsic value under moderate assumptions is about 25% below the current market value. Full Netflix analysis with 10 years of financials
Frequently asked questions
What was Netflix’s EPS for the quarter ended September 2026?
$0.87 adjusted per share, against an analyst consensus of $0.82.
How much revenue did Netflix report?
$12.87 billion, up 11.8% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.