Netflix (NASDAQ:NFLX) Given Buy Rating at Sanford C. Bernstein

Sanford C. Bernstein reissued their buy rating on shares of Netflix (NASDAQ:NFLX) in a research note issued to investors on Wednesday morning,MarketScreener reports.

Other research analysts have also recently issued reports about the company. Wells Fargo & Company decreased their target price on Netflix from $156.00 to $151.00 and set an “overweight” rating for the company in a research note on Wednesday, October 22nd. Argus decreased their price objective on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a research report on Thursday, January 22nd. Benchmark reissued a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. William Blair reaffirmed an “outperform” rating on shares of Netflix in a research note on Wednesday, January 21st. Finally, Robert W. Baird reduced their price target on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and sixteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $116.08.

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $77.99 on Wednesday. The firm’s 50 day simple moving average is $87.58 and its 200 day simple moving average is $106.16. Netflix has a fifty-two week low of $75.23 and a fifty-two week high of $134.12. The company has a market capitalization of $329.29 billion, a price-to-earnings ratio of 30.86, a P/E/G ratio of 1.37 and a beta of 1.71. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

Netflix (NASDAQ:NFLX) last issued 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 net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the prior year, the firm earned $0.43 earnings per share. The business’s quarterly 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, sell-side analysts forecast that Netflix will post 24.58 earnings per share for the current year.

Insider Activity at Netflix

In other news, CFO Spencer Adam Neumann sold 9,248 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $81.27, for a total value of $751,584.96. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at $5,996,669.49. This trade represents a 11.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider David A. Hyman sold 23,439 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $27,851,571. This trade represents a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,399,163 shares of company stock worth $129,899,103. Corporate insiders own 1.37% of the company’s stock.

Institutional Trading of Netflix

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. First Financial Corp IN increased its position in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. boosted its stake in shares of Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 239 shares during the period. Turning Point Benefit Group Inc. increased its holdings in shares of Netflix by 13,400.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 268 shares during the last quarter. Imprint Wealth LLC bought a new stake in Netflix in the 3rd quarter valued at $25,000. Finally, Cornerstone Financial Management LLC bought a new stake in Netflix in the 4th quarter valued at $26,000. 80.93% of the stock is owned by institutional investors.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix granted WBD a seven‑day waiver to reopen talks with Paramount, but WBD’s board still recommends the Netflix deal and Netflix can match any higher bid — a development that keeps Netflix in control of the outcome and could justify upside if it wins or forces a higher break‑up/settlement value. Warner Bros throws ownership battle open by giving Paramount a week to up its offer
• Positive Sentiment: Analysts at Sanford C. Bernstein reaffirmed a “buy” on NFLX, signaling continued sell‑side conviction that the company’s core streaming business and deal rationale remain attractive. Netflix had its “buy” rating reaffirmed by analysts at Sanford C. Bernstein.
• Positive Sentiment: Prominent investor Gary Black argues Netflix has the strategic upper hand in the WBD bidding and projects a rebound to $100, highlighting conviction among some investors that deal outcomes and synergies could materially re‑rate NFLX. Gary Black Says Netflix Will Emerge As ‘Victor’ In Warner Bros. Takeover Bid, Sees Stock Rebound To $100 Even If Paramount Wins
• Neutral Sentiment: Analysts and outlets are pitching Netflix as a buy‑the‑dip candidate vs peers like Roku, pointing to international expansion and ad revenue as multi‑year growth drivers — supportive context but not an immediate catalyst. Netflix vs. Roku: Which Streaming Stock is the Better Buy-the-Dip Target?
• Neutral Sentiment: Netflix has warned ByteDance over AI-generated Squid Game/other clips, signaling active IP protection that could preserve content value long term but has limited short‑term market impact. Netflix Vs. ByteDance: Streaming Giant Wants Elon Musk, Squid Game AI Videos To Stop, Warns TikTok Parent With Litigation
• Neutral Sentiment: Hedge fund moves show institutional interest—Coatue expanded its NFLX position—an endorsement of conviction but not a standalone catalyst. Coatue expands positions in NFLX, AMZN and cuts in GOOGL, META, among other Q4 moves
• Negative Sentiment: NFLX shares have pulled back sharply from highs (articles cite ~40% decline); short‑term weakness and technical pressure have prompted headlines that the winter slump could persist, weighing on sentiment. Netflix Stock Dropped 8% Last Month — Here’s What Happened
• Negative Sentiment: Deal uncertainty remains an overhang: competing bids, financing concerns around Paramount’s offer and the broader negotiation drama are keeping volatility elevated and testing investor patience. Gary Black sees Warner Bros deal uncertainty as ‘overhang’ on Netflix stock
• Negative Sentiment: Cinemark’s CEO says exhibitors remain wary of Netflix’s pledges on theatrical windows — potential pushback from the theatrical ecosystem could complicate regulatory optics and integration if Netflix wins WBD’s studio assets. In Warner Merger Battle, Netflix Needs To Take “More Action” To Prove It Loves Movie Theaters, Cinemark CEO Says

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.