Netflix (NASDAQ:NFLX) Price Target Cut to $120.00 by Analysts at Rothschild & Co Redburn

Netflix (NASDAQ:NFLX) had its price target reduced by Rothschild & Co Redburn from $145.00 to $120.00 in a report issued on Wednesday, Marketbeat Ratings reports. They currently have a buy rating on the Internet television network’s stock.

Other analysts also recently issued reports about the company. Wall Street Zen downgraded Netflix from a “buy” rating to a “hold” rating in a report on Saturday, October 4th. Benchmark reissued a “hold” rating on shares of Netflix in a research report on Tuesday, January 13th. Canaccord Genuity Group set a $125.00 price target on Netflix and gave the stock a “buy” rating in a research note on Wednesday. Wells Fargo & Company reduced their price objective on Netflix from $156.00 to $151.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 22nd. Finally, Loop Capital decreased their target price on Netflix from $135.00 to $132.50 in a report on Wednesday, October 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and a consensus target price of $120.72.

Netflix Trading Down 2.2%

Shares of NFLX stock opened at $85.36 on Wednesday. The firm’s 50-day simple moving average is $97.34 and its 200-day simple moving average is $111.91. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.33 and a quick ratio of 1.33. Netflix has a 1-year low of $81.93 and a 1-year high of $134.12. The firm has a market cap of $361.70 billion, a P/E ratio of 33.78 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.96%. The firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the firm earned $0.43 earnings per share. Netflix’s revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities analysts forecast that Netflix will post 24.58 EPS for the current year.

Insider Transactions at Netflix

In other Netflix news, CEO Gregory K. Peters sold 20,270 shares of the stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $109.57, for a total value of $2,220,943.36. Following the completion of the sale, the chief executive officer owned 127,810 shares of the company’s stock, valued at $14,003,886.08. This trade represents a 13.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Spencer Adam Neumann sold 23,600 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $109.76, for a total transaction of $2,590,241.60. Following the transaction, the chief financial officer directly owned 39,310 shares in the company, valued at approximately $4,314,508.36. The trade was a 37.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,653,599 shares of company stock worth $173,141,263 over the last 90 days. 1.37% of the stock is owned by corporate insiders.

Institutional Trading of Netflix

Several large investors have recently modified their holdings of NFLX. Brighton Jones LLC raised its position in shares of Netflix by 5.0% in the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after purchasing an additional 257 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after buying an additional 144 shares during the last quarter. MBA Advisors LLC acquired a new stake in Netflix in the second quarter valued at $253,000. Sivia Capital Partners LLC boosted its stake in Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after acquiring an additional 246 shares during the last quarter. Finally, Wedge Capital Management L L P NC boosted its stake in Netflix by 31.9% during the 2nd quarter. Wedge Capital Management L L P NC now owns 302 shares of the Internet television network’s stock valued at $404,000 after acquiring an additional 73 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q4 results beat consensus on EPS and showed healthy revenue and subscriber gains (Netflix passed ~325M paid members), supporting the underlying streaming business. Reuters: Netflix beats revenue estimates
• Positive Sentiment: Advertising revenue is accelerating (management cited ~$1.5B in ad revenue for 2025), giving Netflix a clear monetization lever beyond subscriptions. Deadline: Ad revenue update
• Positive Sentiment: Heavy option activity has drawn attention — some coverage frames the volume as bullish interest (increased calls alongside puts can signal trader conviction and potential upside positioning). MSN: Options activity
• Neutral Sentiment: Netflix amended its Warner Bros. Discovery (WBD) bid to an all‑cash structure — this reduces stock-contingency risk and could speed approval, but concentrates the cash burden on Netflix. Regulators will scrutinize the bids. CNBC: All-cash WBD bid
• Neutral Sentiment: EU antitrust authorities plan to review rival bids for Warner Bros at the same time, creating an unusual regulatory timeline that could affect deal timing and uncertainty. Reuters: EU review
• Negative Sentiment: Conservative near‑term guidance (Q1 EPS guided below some Street expectations) disappointed investors and was the immediate catalyst for the sell‑off despite the quarterly beat. ProactiveInvestors: Guidance misses
• Negative Sentiment: Management paused the share‑buyback program to preserve cash for the WBD transaction — removes a shareholder-friendly capital return and raises near‑term cash allocation concerns. TalkMarkets: Buyback pause
• Negative Sentiment: Company plans to increase content/program spending (~+10% in 2026), which could compress margins in the short term and contributed to a weaker margin outlook cited by analysts. Financial Post: Content spend
• Negative Sentiment: Analysts trimmed price targets and highlighted deal, guidance and margin risk; coupled with recent insider selling, these factors amplified downside momentum. Benzinga: Analyst reactions

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.