02:52 PM EDT, 03/27/2026 (MT Newswires) -- Netflix ( NFLX ) could see a meaningful boost to revenue after raising subscription prices across several markets, Oppenheimer said in a research note emailed Friday.

The brokerage said a roughly 10% price increase in the US and Canada could boost fiscal 2026 revenue by around 3%, with smaller gains possible from raising prices in Argentina and Portugal.

Oppenheimer said Netflix ( NFLX ) continues to benefit from strong retention and industry-low churn, with stable engagement likely giving the company confidence to raise prices.

Analysts modestly raised their outlook, forecasting about 3% revenue growth in 2026 and roughly 4% in 2027, while increasing earnings per share estimates for those years by 12% and 9%, respectively.

The firm maintained its outperform rating on the stock and raised its price target to $135 from $125.

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