Jefferies Financial Group Reiterates Buy Rating for Netflix (NASDAQ:NFLX)

Netflix (NASDAQ:NFLX)‘s stock had its “buy” rating reaffirmed by investment analysts at Jefferies Financial Group in a note issued to investors on Friday,MarketScreener reports.

Several other brokerages also recently issued reports on NFLX. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $98.00 price objective (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Sanford C. Bernstein restated a “buy” rating on shares of Netflix in a research report on Wednesday, February 18th. Benchmark reiterated a “hold” rating on shares of Netflix in a research report on Tuesday, January 13th. President Capital raised shares of Netflix from a “neutral” rating to a “buy” rating and set a $130.00 target price for the company in a research note on Monday, November 3rd. Finally, Pivotal Research lowered their price target on shares of Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $115.91.

Netflix Stock Up 13.8%

Shares of Netflix stock opened at $96.24 on Friday. Netflix has a one year low of $75.01 and a one year high of $134.12. The company has a market cap of $406.34 billion, a P/E ratio of 38.08, a PEG ratio of 1.71 and a beta of 1.71. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The firm has a fifty day moving average of $85.83 and a two-hundred day moving average of $104.52.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data 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 return on equity of 43.26% and a net margin of 24.30%.The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the prior year, the company posted $0.43 earnings per share. Netflix’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. On average, analysts forecast that Netflix will post 24.58 earnings per share for the current year.

Insider Activity

In related news, Director Reed Hastings sold 390,970 shares of the firm’s stock in a transaction 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 transaction, the director directly owned 3,940 shares in the company, valued at $329,502.20. This trade represents a 99.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,399,163 shares of company stock worth $129,899,103 over the last three months. 1.37% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Instrumental Wealth LLC increased its position in Netflix by 892.4% in the 4th quarter. Instrumental Wealth LLC now owns 2,858 shares of the Internet television network’s stock valued at $268,000 after acquiring an additional 2,570 shares during the period. Strategic Investment Solutions Inc. IL increased its holdings in shares of Netflix by 1,010.0% during the fourth quarter. Strategic Investment Solutions Inc. IL now owns 2,220 shares of the Internet television network’s stock valued at $208,000 after purchasing an additional 2,020 shares during the period. Compass Financial Services Inc raised its stake in shares of Netflix by 900.0% during the fourth quarter. Compass Financial Services Inc now owns 1,000 shares of the Internet television network’s stock valued at $94,000 after purchasing an additional 900 shares in the last quarter. Groupama Asset Managment raised its stake in shares of Netflix by 880.5% during the fourth quarter. Groupama Asset Managment now owns 59,980 shares of the Internet television network’s stock valued at $5,624,000 after purchasing an additional 53,863 shares in the last quarter. Finally, Oak Grove Capital LLC lifted its holdings in Netflix by 1,058.6% in the fourth quarter. Oak Grove Capital LLC now owns 218,100 shares of the Internet television network’s stock worth $20,449,000 after purchasing an additional 199,275 shares during the period. Institutional investors own 80.93% of the company’s stock.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix formally declined to match Paramount Skydance’s higher offer for Warner Bros., ending the bidding war and securing a large breakup / termination payment that preserves cash and avoids taking on a complex, debt‑heavy asset. Netflix Receives Termination Fee After WBD Deal Collapse
• Positive Sentiment: Investors cheered the exit as it reduces near‑term strategic risk and potential integration headaches; commentators and analysts framed the decision as disciplined capital allocation, which helped lift shares. Netflix, Paramount shares jump as months-long fight for Warner ends
• Positive Sentiment: Regulatory and political risk eased — a planned Senate antitrust hearing tied to the deal was canceled after Netflix withdrew, removing a headline risk that would have attracted more scrutiny. After Netflix Drops Warner Bros. Bid, GOP Senator Cancels Planned Antitrust Hearing
• Positive Sentiment: Analysts and brokers responded with upgrades and higher price targets (Wolfe, Arete, Evercore coverage appears), supporting the rally and signaling refreshed bullish conviction. Wolfe Research adjusts price target on Netflix to $110 from $95; maintains outperform
• Positive Sentiment: Operational news also helped sentiment: Netflix expanded live sports/content reach by partnering with Apple to co‑broadcast the Canadian F1 Grand Prix, reinforcing content momentum outside M&A headlines. Apple and Netflix team up to air Formula 1 Canadian Grand Prix
• Neutral Sentiment: Market structure changed: Paramount Skydance looks set to win the Warner Bros. deal, which removes one strategic path for Netflix but also eliminates a costly contest; outcome may affect industry dynamics long‑term rather than Netflix’s near‑term earnings. Project Warrior: How Paramount beat Netflix in $110bn battle for Warner
• Negative Sentiment: Some opinion pieces warn of political/antitrust fallout and reputational/strategic implications from the episode (claims the fight became politicized and that Netflix’s positioning could invite scrutiny). These narratives could re‑emerge if Netflix pursues other large deals. Opinion | Why Netflix Lost Warner to Paramount

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.