Netflix (NASDAQ:NFLX) Price Target Lowered to $115.00 at UBS Group

Netflix (NASDAQ:NFLX) had its price target lowered by UBS Group from $130.00 to $115.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the Internet television network’s stock. UBS Group’s target price points to a potential upside of 54.67% from the company’s current price.

A number of other equities research analysts also recently commented on the company. Moffett Nathanson reduced their target price on Netflix from $120.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, June 17th. China Renaissance increased their price target on Netflix from $90.00 to $100.00 and gave the stock a “hold” rating in a report on Friday, April 17th. Weiss Ratings downgraded Netflix from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, June 26th. Citigroup reissued a “buy” rating and set a $100.00 price objective (down from $115.00) on shares of Netflix in a research report on Thursday, July 9th. Finally, TD Cowen reduced their price objective on shares of Netflix from $112.00 to $100.00 and set a “buy” rating on the stock in a report on Friday. Two analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus price target of $109.17.

Netflix Stock Up 0.9%

Shares of NASDAQ NFLX opened at $74.35 on Friday. The company has a market capitalization of $313.07 billion, a P/E ratio of 24.01, a P/E/G ratio of 0.94 and a beta of 1.52. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The company has a 50 day simple moving average of $80.52 and a 200-day simple moving average of $87.03. Netflix has a 1 year low of $70.86 and a 1 year high of $127.75.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Thursday, July 16th. The Internet television network reported $0.80 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The firm had revenue of $12.56 billion for the quarter, compared to analysts’ expectations of $12.58 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm’s quarterly revenue was up 13.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.72 earnings per share. On average, equities research analysts predict that Netflix will post 3.6 earnings per share for the current year.

Insider Transactions at Netflix

In related news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the transaction, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at $10,725,370.39. The trade was a 18.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Spencer Adam Neumann sold 9,253 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.95, for a total value of $823,054.35. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at approximately $6,563,353.65. This trade represents a 11.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 899,839 shares of company stock valued at $80,141,661 in the last 90 days. Insiders own 1.24% of the company’s stock.

Institutional Trading of Netflix

A number of large investors have recently made changes to their positions in NFLX. Brighton Jones LLC grew its holdings in Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after acquiring an additional 257 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Netflix by 16.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after purchasing an additional 144 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Netflix by 21.2% in 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 lifted its holdings in Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after buying an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after acquiring an additional 228 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix continued to post strong underlying profitability, with operating income of $4.19 billion and earnings per share slightly ahead of estimates. Netflix Q2 2026 earnings report
• Positive Sentiment: Some analysts remained constructive, with Citi reiterating a Buy rating and other bulls pointing to margin expansion, ad growth, and stable engagement as longer-term support. Citi maintains Buy rating on Netflix
• Neutral Sentiment: Netflix also highlighted new growth avenues such as advertising, live events, video games, creator content, and vertical video, which may help the long-term story but did not offset the near-term disappointment. Netflix new growth initiatives
• Negative Sentiment: Management’s weaker Q3 guidance and reduced disclosure of viewing-hour data intensified investor worries about slowing engagement and less transparency, adding to the selloff. Reuters on Netflix weak forecast
• Negative Sentiment: Broader tech weakness is also weighing on sentiment, with a Nasdaq selloff and concern around AI spending and semiconductor stocks amplifying pressure on NFLX shares. Tech selloff intensifies

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.