Netflix (NASDAQ:NFLX – Free Report) had its price target raised by President Capital from $133.00 to $134.00 in a report released on Tuesday,MarketScreener reports. They currently have a buy rating on the Internet television network’s stock.
Other equities analysts have also recently issued reports about the company. Piper Sandler reaffirmed a “positive” rating and issued a $103.00 target price (down from $140.00) on shares of Netflix in a report on Wednesday, January 21st. New Street Research cut their price target on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. JPMorgan Chase & Co. assumed coverage on Netflix in a research report on Monday, March 2nd. They issued an “overweight” rating and a $120.00 price target for the company. KeyCorp set a $110.00 price objective on Netflix and gave the company an “overweight” rating in a research report on Friday, January 16th. Finally, UBS Group set a $104.00 price objective on Netflix in a research note on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $114.57.
Read Our Latest Report on NFLX
Netflix Stock Performance
Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the prior year, the business earned $0.43 EPS. The business’s quarterly revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities analysts anticipate that Netflix will post 24.58 earnings per share for the current year.
Insider Buying and Selling
In other Netflix news, Director Bradford L. Smith sold 31,790 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the sale, the director directly owned 79,690 shares in the company, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Reed Hastings sold 426,290 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the transaction, the director directly owned 3,940 shares in the company, valued at $361,179.80. The trade was a 99.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 over the last 90 days. 1.37% of the stock is owned by insiders.
Institutional Trading of Netflix
Hedge funds have recently added to or reduced their stakes in the business. First Financial Corp IN increased its holdings in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. lifted its holdings in Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after buying an additional 239 shares during the period. Turning Point Benefit Group Inc. boosted its position in Netflix by 13,400.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 268 shares in the last quarter. Imprint Wealth LLC purchased a new position in shares of Netflix in the 3rd quarter valued at $25,000. Finally, Cornerstone Financial Management LLC purchased a new position in shares of Netflix in the 4th quarter valued at $26,000. 80.93% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: UBS named Netflix a “top pick” in media, arguing industry consolidation and peers’ higher prices should favor Netflix’s economics — a near-term catalyst for buyers. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
- Positive Sentiment: MarketBeat argues that walking away from the Warner Bros. deal was net-positive: Netflix received a ~$2.8B termination fee, avoided heavy debt financing and can refocus on organic growth and margin improvement. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
- Positive Sentiment: Several pieces highlight accelerating monetization: higher subscription prices and growth in ad revenue / content engagement are expected to lift revenue and EPS in 2026, supporting investor optimism. Netflix’s Revenue Engine Is Heating Up — Time to Buy NFLX Stock?
- Neutral Sentiment: Citizens initiated coverage with a Market Perform rating and no price target, noting sector changes and consumer preference shifts — a cautious endorsement that may slow rapid upside but doesn’t signal outright bearishness. Citizens Starts Netflix, Inc. (NFLX) Coverage, But Stays Cautious
- Neutral Sentiment: Analysts are split after the recent U.S. price increases; some see meaningful revenue/earnings upside, others worry about churn — expect mixed near-term sentiment and volatility as subscriber trends show up in results. Netflix (NFLX) Stock: Analysts Split on Outlook Following 10% Price Increase
- Negative Sentiment: A Fool.com piece flags three red flags after a recent 30% drawdown, arguing that slowing long-term growth, rising reliance on price hikes and margin risks could mean Netflix’s best days are behind it — a headline that can amplify investor wariness. Down 30%, 3 Red Flags That Suggest Netflix’s Best Days Are Behind It
- Negative Sentiment: Customer reaction to recent price hikes has been negative in social and commentary outlets, creating near-term reputational and churn risk that could pressure the stock if subscriber metrics deteriorate. Customers React to Netflix Price Hikes; Netflix Stock (NASDAQ:NFLX) Slips
About Netflix
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.
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