Netflix (NASDAQ:NFLX) Receives “Buy” Rating from Sanford C. Bernstein

Sanford C. Bernstein reaffirmed their buy rating on shares of Netflix (NASDAQ:NFLX) in a research note published on Thursday,MarketScreener reports.

Other equities analysts have also recently issued research reports about the company. Morgan Stanley set a $110.00 target price on Netflix and gave the stock an “overweight” rating in a report on Wednesday. Evercore ISI restated an “outperform” rating and set a $138.00 price target on shares of Netflix in a report on Friday, December 5th. Piper Sandler reiterated a “positive” rating and issued a $103.00 price objective (down previously from $140.00) on shares of Netflix in a report on Wednesday. Jefferies Financial Group reiterated a “buy” rating on shares of Netflix in a research report on Wednesday. Finally, Citigroup reissued a “neutral” rating and set a $129.50 target price (up from $128.00) on shares of Netflix in a report on Friday, October 3rd. One investment 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 issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $119.36.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $83.54 on Thursday. Netflix has a one year low of $81.93 and a one year high of $134.12. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.33. 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 firm has a 50 day simple moving average of $96.70 and a 200 day simple moving average of $111.60.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share 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 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the previous year, the firm posted $0.43 earnings per share. The company’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. Research analysts predict that Netflix will post 24.58 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In other Netflix news, CEO Gregory K. Peters sold 20,270 shares of the stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 127,810 shares in the company, valued at approximately $14,003,886.08. This trade represents a 13.69% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Cletus R. Willems sold 2,380 shares of Netflix stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $110.03, for a total value of $261,878.54. The SEC filing for this sale provides additional information. In the last ninety days, insiders have 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 have recently added to or reduced their stakes in the business. Telos Capital Management Inc. lifted its position in shares of Netflix by 964.4% during the 4th quarter. Telos Capital Management Inc. now owns 47,474 shares of the Internet television network’s stock valued at $4,451,000 after acquiring an additional 43,014 shares during the period. Argus Investors Counsel Inc. increased its stake in Netflix by 893.7% in the fourth quarter. Argus Investors Counsel Inc. now owns 7,860 shares of the Internet television network’s stock valued at $737,000 after purchasing an additional 7,069 shares in the last quarter. Richardson Financial Services Inc. increased its stake in Netflix by 1,034.4% in the fourth quarter. Richardson Financial Services Inc. now owns 4,061 shares of the Internet television network’s stock valued at $381,000 after purchasing an additional 3,703 shares in the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Netflix by 430.6% during 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 during the period. Finally, City Holding Co. boosted its position in shares of Netflix by 1,163.1% during the 4th quarter. City Holding Co. now owns 66,450 shares of the Internet television network’s stock worth $6,230,000 after purchasing an additional 61,189 shares in the last quarter. 80.93% of the stock is 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

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.