Who will be the next Prime Minister of Israel after the next election?
Netanyahu still has a real path back to the premiership, but the latest polling trend is leaning against him. I would price his chance lower than the market at about 34%, because the anti-Netanyahu camp is currently polling well enough to block him unless it fractures late.
Analysis
The most recent polling over the past week has been unfavorable for Netanyahu’s personal and party position. A Channel 13 poll reported by Al-Monitor showed Gadi Eisenkot’s Yashar edging Likud 23 to 22 seats, with Eisenkot beating Netanyahu 46% to 36% on who is better suited to serve as prime minister; the same report noted that a later Kan poll tied Yashar and Likud at 23 seats each, while the broader coalition-opposition split still left Netanyahu short of a clear governing path. A separate Jerusalem Post report on the Channel 13 numbers likewise said Eisenkot’s party overtook Likud for the first time and that nearly half of respondents viewed Eisenkot as more suitable for the premiership.
Coalition arithmetic remains the key issue, and it cuts both ways for a Netanyahu bet. The latest Israeli polling summaries still show a fragmented map rather than an automatic anti-Netanyahu majority, with one Maariv poll putting Netanyahu’s bloc around 50 seats and the broader opposition ahead but not necessarily able to govern without difficult coordination or Arab-party support. At the same time, the Bennett-Lapid alignment and Eisenkot’s rise make it easier than before for the opposition to present a plausible alternative coalition, which is exactly the kind of organizing problem that hurt Netanyahu in previous cycles.
The broader political environment also does not favor a clean Netanyahu comeback. His government’s decision to defy a Supreme Court ruling over a media regulator has reignited the constitutional-crisis narrative, which gives his opponents a fresh campaign theme and reinforces public polarization. But Netanyahu can still benefit from security-first messaging, from any rally-around-the-flag effect, and from the fact that Israeli elections often turn on late coalition bargaining rather than raw pre-election polling. That combination keeps his win case alive, just not as the most likely outcome.
Arguments
For
- Netanyahu still leads a disciplined right-religious political ecosystem that can convert seats into coalition leverage if the opposition stays split.
- Israeli coalition politics can produce outcomes that differ sharply from pre-election seat polls, leaving room for a late Netanyahu comeback.
Against
- Recent polls show Eisenkot or Likud ahead by only a razor-thin margin, with Eisenkot often preferred as prime minister over Netanyahu.
- The latest bloc-level surveys still place the anti-Netanyahu camp close to or above majority territory, making it harder for him to assemble 61 seats.
Key drivers
- Whether Bennett, Lapid, Eisenkot, and Liberman can coordinate into a governing bloc will likely decide the outcome more than headline seat counts.
- Any security escalation or diplomatic breakthrough before the election could shift voters toward Netanyahu’s incumbency and wartime-leadership pitch.
- Netanyahu’s public trust gap remains a major obstacle, because recent surveys show many Israelis view him negatively or see him as less suitable than Eisenkot.
Risk factors
- A late opposition consolidation around a single acceptable prime-ministerial candidate could block Netanyahu even if Likud remains competitive.
- The constitutional-crisis narrative around the judiciary could further erode Netanyahu’s crossover appeal among swing voters.
- If Netanyahu’s bloc underperforms again and the anti-Netanyahu camp reaches a workable majority, he could be shut out despite remaining the largest right-wing figure.
Scenarios
Best case
Netanyahu benefits from a security rally, the opposition fails to settle on a single governing arrangement, and Likud plus its allies cobble together another narrow coalition that places him back in office.
Most likely
Likud stays competitive but falls short of an outright governing path, and the opposition’s current polling edge plus Netanyahu’s weak personal ratings make a non-Netanyahu next prime minister slightly more likely than not.
Worst case
The anti-Netanyahu camp consolidates enough seats to form a government, with Eisenkot or Bennett becoming the consensus replacement and Netanyahu ending up in opposition.
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