Oppenheimer said that Netflix (NASDAQ:NFLX) has a clearly defined pathway for accelerating its average revenue per membership (ARM), with reduced risks in its bear-case scenario.

The analysts, who maintain an Outperform rating on the stock along with a price target of $515, indicated that the firm anticipates a positive impact resulting from Netflix’s introduction of a paid sharing and advertising tier through the fiscal year 2025. According to the analysts, these measures will boost revenues by approximately 40% compared to fiscal 2022, with strong incremental margins.

The analysts added that Netflix is well-positioned to recover roughly 50% of account-sharing households. Their estimates imply Netflix could directly regain 46% of the estimated 100 million account-sharing households by the end of 2025.

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