Netflix (NASDAQ:NFLX) Price Target Lowered to $130.00 at UBS Group

Netflix (NASDAQ:NFLX) had its target price decreased by UBS Group from $150.00 to $130.00 in a research note released on Wednesday morning, Marketbeat reports. UBS Group currently has a buy rating on the Internet television network’s stock.

NFLX has been the topic of several other reports. Wolfe Research set a $95.00 price objective on Netflix and gave the company an “outperform” rating in a research report on Wednesday. Benchmark restated a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. The Goldman Sachs Group restated a “neutral” rating and issued a $100.00 target price (down previously from $112.00) on shares of Netflix in a report on Wednesday. Piper Sandler reissued a “positive” rating and issued a $103.00 price target (down previously from $140.00) on shares of Netflix in a report on Wednesday. Finally, Citigroup reaffirmed a “neutral” rating and set a $129.50 price objective (up from $128.00) on shares of Netflix in a research note on Friday, October 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $120.72.

Netflix Stock Down 2.2%

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

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping 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 for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the prior year, the firm earned $0.43 EPS. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts predict that Netflix will post 24.58 EPS for the current fiscal year.

Insider Buying and Selling

In other Netflix news, CEO Gregory K. Peters sold 20,270 shares of the stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $109.57, for a total value of $2,220,943.36. Following the completion of the transaction, the chief executive officer owned 127,810 shares in the company, valued at approximately $14,003,886.08. This represents a 13.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider David A. Hyman sold 314,620 shares of the firm’s 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 directly owned 316,100 shares of the company’s stock, valued at $34,765,942.40. This represents a 49.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,653,599 shares of company stock worth $173,141,263 over the last quarter. Company insiders own 1.37% of the company’s stock.

Institutional Investors Weigh In On Netflix

Several hedge funds have recently bought and sold shares of NFLX. Plancorp LLC increased its stake in Netflix by 0.6% during the 2nd quarter. Plancorp LLC now owns 1,278 shares of the Internet television network’s stock valued at $1,711,000 after buying an additional 8 shares during the period. Five Oceans Advisors boosted its holdings in shares of Netflix by 1.1% in the second quarter. Five Oceans Advisors now owns 751 shares of the Internet television network’s stock valued at $1,006,000 after acquiring an additional 8 shares in the last quarter. Old Port Advisors boosted its holdings in shares of Netflix by 1.3% in the second quarter. Old Port Advisors now owns 624 shares of the Internet television network’s stock valued at $836,000 after acquiring an additional 8 shares in the last quarter. Rosenberg Matthew Hamilton increased its stake in shares of Netflix by 2.1% during the second quarter. Rosenberg Matthew Hamilton now owns 448 shares of the Internet television network’s stock valued at $600,000 after acquiring an additional 9 shares during the period. Finally, One Day In July LLC increased its stake in shares of Netflix by 3.3% during the second quarter. One Day In July LLC now owns 278 shares of the Internet television network’s stock valued at $372,000 after acquiring an additional 9 shares during the period. Institutional investors own 80.93% of the company’s stock.

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.