Netflix (NASDAQ:NFLX) Price Target Cut to $96.00 by Analysts at New Street Research

Netflix (NASDAQ:NFLX) had its price objective decreased by New Street Research from $100.00 to $96.00 in a report published on Thursday,MarketScreener reports. New Street Research currently has a neutral rating on the Internet television network’s stock.

Several other analysts have also recently weighed in on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Netflix in a report on Monday, December 29th. Sanford C. Bernstein lowered their price target on shares of Netflix from $125.00 to $115.00 and set an “outperform” rating for the company in a research report on Wednesday. KeyCorp set a $110.00 price objective on shares of Netflix and gave the company an “overweight” rating in a report on Friday, January 16th. Argus lowered their target price on shares of Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday. Finally, Citic Securities dropped their target price on shares of Netflix from $128.00 to $125.00 and set a “hold” rating for the company in a research report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, sixteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $119.36.

Netflix Stock Down 2.1%

NASDAQ:NFLX opened at $83.54 on Thursday. The company has a market cap of $353.99 billion, a price-to-earnings ratio of 33.06 and a beta of 1.71. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.33 and a current ratio of 1.19. The stock’s fifty day moving average price is $96.70 and its two-hundred day moving average price is $111.60. Netflix has a 52-week low of $81.93 and a 52-week high of $134.12.

Netflix (NASDAQ:NFLX) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the firm earned $0.43 EPS. The business’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, analysts anticipate that Netflix will post 24.58 EPS for the current year.

Insider Activity at Netflix

In other news, Director Bradford L. Smith sold 31,790 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the transaction, the director owned 79,690 shares of the company’s stock, valued at $7,081,253.40. The trade was a 28.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Gregory K. Peters sold 20,270 shares of the company’s stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $109.57, for a total transaction 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 approximately $14,003,886.08. This represents a 13.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,653,599 shares of company stock valued at $173,141,263. 1.37% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Netflix

Several institutional investors and hedge funds have recently modified their holdings of NFLX. Nordea Investment Management AB increased its position in shares of Netflix by 886.6% during the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after acquiring an additional 8,688,113 shares in the last quarter. Norges Bank acquired a new position in Netflix in the 2nd quarter worth $7,929,645,000. Assenagon Asset Management S.A. increased its holdings in Netflix by 983.1% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after purchasing an additional 5,658,740 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of Netflix by 430.6% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 6,738,241 shares of the Internet television network’s stock valued at $631,777,000 after purchasing an additional 5,468,262 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its holdings in shares of Netflix by 128,553.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,881,129 shares of the Internet television network’s stock valued at $6,536,466,000 after purchasing an additional 4,877,335 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q4 beat and subscriber momentum — Netflix narrowly beat estimates for Q4 revenue and EPS and highlighted strong content (e.g., “Stranger Things”) driving engagement. Helped by ‘Stranger Things’ finale, Netflix lands strong fourth quarter
• Positive Sentiment: Scale: ~325 million paid subscribers — reinforces Netflix’s dominant user base and revenue runway. 325 Million Reasons to Buy Netflix Stock Today
• Positive Sentiment: Ad business is ramping — management said advertising revenue is material and growing, improving monetization beyond subscriptions. Netflix’s advertising strategy shift is starting to pay off
• Neutral Sentiment: All‑cash WBD bid — Netflix amended its offer to all cash (same headline price), which removes share‑swap uncertainty but concentrates the financing burden on Netflix. Netflix Just Upped Its Bid for Warner Bros. to All Cash
• Neutral Sentiment: Regulatory and process uncertainty — EU antitrust review and an active competing bid from Paramount raise the odds of a prolonged, uncertain outcome. EU to weigh Netflix, Paramount bids for Warner Bros at the same time
• Neutral Sentiment: Senate hearing on the WBD deal — co‑CEO Ted Sarandos is set to testify, adding political/regulatory visibility to the transaction. Netflix’s Sarandos to testify in Senate hearing on Warner deal
• Negative Sentiment: Softer near‑term guidance — Q1/2026 guidance came in below some Street expectations, which triggered the post‑earnings selloff despite the quarter’s beat. Netflix’s stock remains under pressure as investors balk at forecast and Warner Bros. acquisition
• Negative Sentiment: Buyback pause and added debt — Netflix paused share repurchases to preserve cash for the WBD offer and has arranged incremental debt, reducing near‑term shareholder returns and increasing leverage. Netflix Craters On Disappointing Guidance, Stock Buyback Pause
• Negative Sentiment: Margin pressure and higher content spend — Netflix plans to lift program spending, which could compress margins in 2026 even if it supports engagement. Netflix to boost program spending in 2026
• Negative Sentiment: Analyst target trims and insider selling — multiple firms trimmed targets after the print and insiders have been net sellers, adding to negative sentiment around valuation and capital allocation. These Analysts Slash Their Forecasts On Netflix Following Q4 Earnings

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.