Netflix (NASDAQ:NFLX) Price Target Lowered to $110.00 at Argus

Netflix (NASDAQ:NFLX) had its price objective lowered by Argus from $141.00 to $110.00 in a report published on Thursday, MarketBeat reports. The firm currently has a buy rating on the Internet television network’s stock.

NFLX has been the topic of several other research reports. Guggenheim reduced their price objective on shares of Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a research report on Wednesday. Cfra downgraded shares of Netflix from a “strong-buy” rating to a “hold” rating and set a $100.00 price target on the stock. in a report on Monday, January 5th. William Blair reissued an “outperform” rating on shares of Netflix in a report on Wednesday. Pivotal Research cut their price objective on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a research report on Wednesday. Finally, Wolfe Research set a $95.00 target price on Netflix and gave the stock an “outperform” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $119.36.

Netflix Price Performance

Shares of Netflix stock opened at $83.54 on Thursday. The company has a market capitalization of $353.99 billion, a price-to-earnings ratio of 33.06 and a beta of 1.71. The company has a quick ratio of 1.33, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock’s 50-day simple moving average is $96.70 and its 200-day simple moving average 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 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter last year, the business posted $0.43 earnings per share. The firm’s revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts expect that Netflix will post 24.58 earnings per share for the current fiscal year.

Insider Transactions at Netflix

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

Hedge Funds Weigh In On Netflix

A number of large investors have recently made changes to their positions in NFLX. BG Investment Services Inc. purchased a new stake in Netflix in the 2nd quarter worth approximately $338,000. Sava Infond d.o.o. increased its stake in shares of Netflix by 25.1% in the second quarter. Sava Infond d.o.o. now owns 1,495 shares of the Internet television network’s stock worth $2,002,000 after acquiring an additional 300 shares during the last quarter. Boomfish Wealth Group LLC purchased a new stake in shares of Netflix during the second quarter worth $398,000. New York Life Investment Management LLC boosted its position in Netflix by 1.2% during the second quarter. New York Life Investment Management LLC now owns 57,951 shares of the Internet television network’s stock valued at $77,604,000 after purchasing an additional 664 shares during the last quarter. Finally, AustralianSuper Pty Ltd grew its stake in Netflix by 71.1% in the second quarter. AustralianSuper Pty Ltd now owns 234,831 shares of the Internet television network’s stock valued at $314,469,000 after purchasing an additional 97,622 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Netflix News Summary

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

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.