Netflix (NFLX) Projected to Post Earnings on Tuesday

Netflix (NASDAQ:NFLX) is projected to release its Q4 2025 results after the market closes on Tuesday, January 20th. Analysts expect the company to announce earnings of $0.55 per share for the quarter. Netflix has set its Q4 2025 guidance at 5.450-5.450 EPS. Investors can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Tuesday, January 20, 2026 at 4:45 PM ET.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, October 21st. The Internet television network reported $5.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $6.96 by ($1.09). Netflix had a return on equity of 41.86% and a net margin of 24.05%.The company had revenue of $11.51 billion for the quarter, compared to analyst estimates of $11.51 billion. During the same quarter in the previous year, the firm posted $5.40 earnings per share. Netflix’s quarterly revenue was up 17.2% compared to the same quarter last year. On average, analysts expect Netflix to post $25 EPS for the current fiscal year and $30 EPS for the next fiscal year.

Netflix Stock Down 0.1%

NASDAQ:NFLX opened at $88.00 on Monday. The stock has a 50-day moving average price of $98.96 and a two-hundred day moving average price of $112.79. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.56. The stock has a market cap of $372.88 billion, a price-to-earnings ratio of 36.76 and a beta of 1.71. Netflix has a 1 year low of $82.11 and a 1 year high of $134.12.

Insider Buying and Selling at Netflix

In related news, CFO Spencer Adam Neumann sold 23,600 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $109.76, for a total value of $2,590,241.60. Following the transaction, the chief financial officer owned 39,310 shares of the company’s stock, valued at approximately $4,314,508.36. This trade represents a 37.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider David A. Hyman sold 314,620 shares of Netflix stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $109.98, for a total value of $34,603,166.08. Following the transaction, the insider owned 316,100 shares in the company, valued at $34,765,942.40. This trade represents a 49.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,630,160 shares of company stock worth $171,076,053. 1.37% of the stock is owned by company insiders.

Institutional Trading of Netflix

Several institutional investors and hedge funds have recently added to or reduced their stakes in NFLX. Brighton Jones LLC raised its position in shares of Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after buying an additional 257 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after purchasing an additional 144 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Netflix by 21.2% during the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the last quarter. Strategic Investment Advisors MI increased its holdings in shares of Netflix by 18.9% during the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after acquiring an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after purchasing an additional 228 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: New content supply deal — Netflix struck a global agreement to stream Sony Pictures films after their theatrical windows, strengthening its post‑theatrical content pipeline and recurring film inventory. Netflix inks global deal to stream Sony Pictures’ films after theatrical window
• Positive Sentiment: New product expansion — Netflix is rolling out podcasts (aimed at competing with platforms like YouTube), which diversifies engagement and ad inventory opportunities. Netflix Offers Podcasts To Compete With YouTube
• Positive Sentiment: Analyst upside exists — Several outlets note that some analysts still see meaningful upside into earnings (some models show large percent upside), signaling pockets of bullish conviction ahead of the report. Netflix (NFLX) Stock: Analysts Target 44% Upside Before Earnings Tuesday
• Neutral Sentiment: Earnings event approaching — Q4 results (Jan. 20 after close) are front and center; previews stress revenue/ads/subscriber momentum and margin cadence will be watched but coverage suggests the Warner bid may dominate headlines. Dear Netflix Stock Fans, Mark Your Calendars for January 20
• Neutral Sentiment: Mixed analyst actions — Rosenblatt reaffirmed a neutral rating with a $105 target (shows measured upside), while other shops vary; the range of targets reflects disagreement on M&A and growth tradeoffs. Analyst notes on Rosenblatt reaffirmation
• Negative Sentiment: M&A overhang — Coverage highlights the Warner Bros. bid as the dominant theme: legal skirmishes, competing Paramount/Skydance offers and debate over an all‑cash vs. stock structure are creating uncertainty about price, financing and execution. That overhang is likely muting a rally into earnings. Netflix results likely to take backseat to Warner Bros deal questions
• Negative Sentiment: Valuation & debt concerns — Commentary warns the proposed deal could materially raise debt and valuation risk, pressuring multiples until deal terms and financing are clear. Ongoing overhang hits Netflix valuation
• Negative Sentiment: Investor positioning & sentiment signals — Heavy put‑option volume and widespread social debate, plus reports of concentrated insider sales, indicate elevated hedging and skepticism that can amplify short‑term downside ahead of clarity on earnings and the WBD transaction. Opinions on price drop and acquisition talks

Analysts Set New Price Targets

A number of analysts have recently weighed in on NFLX shares. Cfra Research downgraded Netflix from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 5th. Moffett Nathanson reissued a “buy” rating on shares of Netflix in a research note on Wednesday, November 12th. HSBC began coverage on shares of Netflix in a research note on Monday, January 12th. They issued a “buy” rating and a $107.00 price objective for the company. Piper Sandler reissued an “overweight” rating and set a $140.00 target price (down from $150.00) on shares of Netflix in a research report on Wednesday, October 22nd. Finally, Erste Group Bank lowered shares of Netflix from a “buy” rating to a “hold” rating in a research note on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $127.13.

Netflix Company Profile

Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.

The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.