# Jefferies Sees Netflix Pricing and Ads Supporting Revenue Growth By John Kim Canonical URL: https://www.tokenpost.com/news/business/32641 Published: 2026-10-15T17:16:05.000Z Updated: 2026-10-15T17:16:05.000Z Section: Business > Jefferies kept its $85 target ahead of Tuesday, Oct. 20, results, while Netflix forecast $12.86 billion in third-quarter revenue. Jefferies maintained its Buy rating on Netflix and an $85 price target, pointing to pricing and advertising as supports for revenue growth ahead of the streaming company's third-quarter report. The firm said Netflix has room to increase monetization, expand margins and repurchase shares, which it sees as potential supports for sustained earnings growth. Netflix forecast third-quarter revenue of $12.86 billion, up 11.7% from a year earlier. The company also projected $4.268 billion in operating income and a 33.2% margin for the quarter. Its full-year 2026 advertising revenue forecast is about $3 billion, roughly double the prior-year level. Details of the [third-quarter earnings forecast]() were published earlier. The revenue forecast is $300 million above Netflix's second-quarter revenue of $12.56 billion, while the projected operating margin is 0.2 percentage point lower than the second quarter's 33.4%. Netflix is scheduled to release results Tuesday, Oct. 20. ## Links in this article - [third-quarter earnings forecast](https://www.tokenpost.com/news/business/32433)