Netflix (NASDAQ:NFLX) Earns Buy Rating from DZ Bank

Netflix (NASDAQ:NFLX)‘s stock had its “buy” rating reaffirmed by analysts at DZ Bank in a research report issued to clients and investors on Friday,MarketScreener reports.

Other research analysts also recently issued research reports about the stock. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $100.00 price target (down from $112.00) on shares of Netflix in a research note on Wednesday, January 21st. UBS Group set a $104.00 target price on shares of Netflix in a research note on Tuesday, January 27th. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Rothschild & Co Redburn set a $120.00 price target on Netflix in a report on Wednesday, January 21st. Finally, KGI Securities upgraded Netflix from a “neutral” rating to an “outperform” rating and set a $135.00 price objective on the stock in a report on Monday, November 3rd. Two equities research 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. According to data from MarketBeat, Netflix presently has an average rating of “Moderate Buy” and a consensus target price of $115.91.

Netflix Stock Performance

NASDAQ NFLX opened at $96.24 on Friday. The business’s 50 day moving average price is $85.83 and its 200-day moving average price is $104.52. Netflix has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The company has a market cap of $406.34 billion, a P/E ratio of 38.08, a P/E/G 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.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data 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 company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. Netflix’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts predict that Netflix will post 24.58 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider David A. Hyman sold 23,439 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the sale, the insider 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Reed Hastings sold 426,290 shares of Netflix stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at $361,179.80. This trade represents a 99.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,399,163 shares of company stock worth $129,899,103. Insiders own 1.37% of the company’s stock.

Institutional Trading of Netflix

Several hedge funds have recently modified their holdings of NFLX. Vanguard Group Inc. grew its holdings in Netflix by 912.5% in the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after purchasing an additional 351,493,659 shares during the last quarter. State Street Corp boosted its position in shares of Netflix by 927.6% in the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock worth $16,574,986,000 after purchasing an additional 159,578,053 shares in the last quarter. Geode Capital Management LLC grew its stake in Netflix by 892.0% during the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after buying an additional 89,558,684 shares during the last quarter. Capital World Investors increased its position in Netflix by 859.1% during the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after buying an additional 80,025,890 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its position in Netflix by 685.8% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock valued at $8,068,882,000 after buying an additional 75,107,069 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: 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.