FY2025 EPS Estimates for Netflix Boosted by Seaport Res Ptn

Netflix, Inc. (NASDAQ:NFLX) – Analysts at Seaport Res Ptn increased their FY2025 earnings estimates for shares of Netflix in a note issued to investors on Monday, October 6th. Seaport Res Ptn analyst D. Joyce now forecasts that the Internet television network will post earnings of $26.26 per share for the year, up from their previous forecast of $26.10. Seaport Res Ptn has a “Strong-Buy” rating on the stock. The consensus estimate for Netflix’s current full-year earnings is $24.58 per share. Seaport Res Ptn also issued estimates for Netflix’s Q4 2025 earnings at $5.48 EPS, Q3 2026 earnings at $8.34 EPS, Q4 2026 earnings at $6.76 EPS and FY2026 earnings at $31.27 EPS.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Thursday, July 17th. The Internet television network reported $7.19 earnings per share for the quarter, topping the consensus estimate of $7.07 by $0.12. Netflix had a net margin of 24.58% and a return on equity of 42.50%. The firm had revenue of $11.08 billion during the quarter, compared to analysts’ expectations of $11.04 billion. During the same quarter in the previous year, the company posted $4.88 EPS. Netflix’s revenue was up 15.9% on a year-over-year basis. Netflix has set its FY 2025 guidance at EPS. Q3 2025 guidance at 6.870-6.870 EPS.

A number of other analysts have also commented on the stock. Oppenheimer lifted their target price on shares of Netflix from $1,200.00 to $1,425.00 and gave the stock an “outperform” rating in a report on Thursday, June 12th. TD Cowen lowered their target price on shares of Netflix from $1,450.00 to $1,425.00 and set a “buy” rating for the company in a report on Tuesday. The Goldman Sachs Group lowered their target price on shares of Netflix from $1,310.00 to $1,300.00 and set a “neutral” rating for the company in a report on Tuesday, September 30th. Itau BBA Securities assumed coverage on shares of Netflix in a report on Tuesday. They set an “outperform” rating and a $1,514.00 target price for the company. Finally, Rosenblatt Securities lifted their target price on shares of Netflix from $1,514.00 to $1,515.00 and gave the stock a “buy” rating in a report on Friday, July 18th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eight have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,337.63.

Netflix Stock Performance

NFLX stock opened at $1,214.25 on Wednesday. The company has a debt-to-equity ratio of 0.58, a current ratio of 1.34 and a quick ratio of 1.34. The company has a 50 day moving average price of $1,208.18 and a 200 day moving average price of $1,163.77. Netflix has a fifty-two week low of $677.88 and a fifty-two week high of $1,341.15. The stock has a market capitalization of $515.97 billion, a PE ratio of 51.74, a price-to-earnings-growth ratio of 2.00 and a beta of 1.59.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Halbert Hargrove Global Advisors LLC raised its holdings in Netflix by 100.0% in the 1st quarter. Halbert Hargrove Global Advisors LLC now owns 26 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 13 shares during the period. Retirement Wealth Solutions LLC bought a new position in Netflix in the 3rd quarter valued at about $28,000. Legacy Investment Solutions LLC bought a new position in Netflix in the 2nd quarter valued at about $31,000. Steph & Co. raised its holdings in Netflix by 188.9% in the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after acquiring an additional 17 shares during the period. Finally, Stephens Consulting LLC grew its position in shares of Netflix by 150.0% during the 2nd quarter. Stephens Consulting LLC now owns 25 shares of the Internet television network’s stock worth $33,000 after purchasing an additional 15 shares in the last quarter. 80.93% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, CEO Gregory K. Peters sold 2,026 shares of the company’s stock in a transaction dated Tuesday, August 5th. The shares were sold at an average price of $1,157.44, for a total value of $2,344,973.44. Following the sale, the chief executive officer directly owned 12,781 shares of the company’s stock, valued at approximately $14,793,240.64. This represents a 13.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Spencer Adam Neumann sold 2,600 shares of the company’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $1,172.51, for a total transaction of $3,048,526.00. Following the completion of the sale, the chief financial officer directly owned 3,691 shares in the company, valued at approximately $4,327,734.41. The trade was a 41.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 104,100 shares of company stock worth $122,710,980 in the last 90 days. 1.37% of the stock is owned by corporate insiders.

About Netflix

Netflix, Inc provides entertainment services. It offers TV series, documentaries, feature films, and games across various genres and languages. The company also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices.