Netflix (NASDAQ:NFLX) Earns “Outperform” Rating from Wedbush

Netflix (NASDAQ:NFLX)‘s stock had its “outperform” rating reaffirmed by analysts at Wedbush in a note issued to investors on Friday,Benzinga reports. They currently have a $115.00 target price on the Internet television network’s stock. Wedbush’s target price would suggest a potential upside of 46.18% from the company’s current price.

A number of other analysts also recently weighed in on NFLX. Robert W. Baird decreased their price target on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a research report on Friday, January 23rd. Cfra lowered shares of Netflix from a “strong-buy” rating to a “hold” rating and set a $100.00 price objective for the company. in a report on Monday, January 5th. Phillip Securities upgraded shares of Netflix from a “sell” rating to a “moderate buy” rating and upped their target price for the company from $95.00 to $100.00 in a research note on Monday, January 26th. Needham & Company LLC reduced their price target on shares of Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Finally, New Street Research lowered their price objective on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and sixteen have given a Hold rating to the stock. Based on data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and an average price target of $116.08.

Netflix Stock Up 2.2%

Shares of Netflix stock opened at $78.67 on Friday. Netflix has a 1-year low of $75.23 and a 1-year high of $134.12. The company has a market capitalization of $332.16 billion, a PE ratio of 31.13, a P/E/G ratio of 1.40 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. The business has a 50-day moving average of $86.91 and a 200-day moving average of $105.70.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities analysts forecast that Netflix will post 24.58 EPS for the current fiscal year.

Insider Buying and Selling

In related 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 transaction of $751,584.96. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $5,996,669.49. This trade represents a 11.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Reed Hastings sold 390,970 shares of Netflix stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $83.63, for a total transaction of $32,696,821.10. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at $329,502.20. This represents a 99.00% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,399,163 shares of company stock worth $129,899,103. 1.37% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Netflix

A number of institutional investors have recently bought and sold shares of the business. Brighton Jones LLC increased its stake in shares of Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after purchasing an additional 257 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Netflix by 16.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after buying an additional 144 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Netflix by 21.2% during the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the last quarter. Strategic Investment Advisors MI grew its holdings in shares of Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after purchasing an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after purchasing an additional 228 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: Analysts reaffirm bullish views — Wedbush kept an “outperform” rating with a $115 price target and Sanford C. Bernstein reaffirmed its buy stance, giving investors a confidence boost that the long-term story remains intact. Wedbush reaffirmation / Benzinga Sanford C. Bernstein Reaffirmation
• Positive Sentiment: Large insider/institutional buying: reports that billionaire Philippe Laffont bought ~10.2M Netflix shares (after trimming Nvidia) signals conviction from a respected investor, which can attract momentum buyers. Blockonomi: Laffont buys Netflix
• Positive Sentiment: Analysts and experts say Netflix can thrive even if it doesn’t land Warner Bros. Discovery — reducing binary takeover risk and reassuring investors worried about overpaying or integration risk. Investopedia: Experts on Netflix without WBD
• Neutral Sentiment: Netflix says it has the firepower to increase its bid if needed — this underscores financial flexibility (positive) but also highlights the potential for a costly bidding war (negative), leaving valuation concerns unresolved. Reuters: Netflix can raise offer
• Neutral Sentiment: Netflix pushed a regulatory/antitrust case in an analyst briefing (deploying senior legal and affairs executives) arguing its deal has a cleaner path than Paramount’s rival bid — useful for investor perception but not decisive. Proactive Investors: Netflix briefing on regulatory path
• Negative Sentiment: Paramount/Skydance cleared a major U.S. antitrust milestone, strengthening a competing $108B bid and making a protracted auction and higher price more likely — a direct threat to Netflix’s deal economics and strategy. FT: Paramount clears antitrust hurdle
• Negative Sentiment: High-profile criticism (e.g., James Cameron) and public letters to lawmakers spotlight antitrust and cultural concerns about a Netflix–WBD tie-up, which could complicate approvals and raise reputational risk. FastCompany: James Cameron criticism

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.