Netflix (NASDAQ:NFLX) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Netflix (NASDAQ:NFLX) had its price objective hoisted by Rosenblatt Securities from $94.00 to $95.00 in a report released on Friday, MarketBeat reports. The firm presently has a “neutral” rating on the Internet television network’s stock. Rosenblatt Securities’ price objective indicates a potential downside of 1.29% from the company’s previous close.

Other analysts have also issued research reports about the stock. Jefferies Financial Group restated a “buy” rating on shares of Netflix in a research note on Wednesday, January 21st. Morgan Stanley set a $110.00 price objective on shares of Netflix and gave the company an “overweight” rating in a report on Wednesday, January 21st. William Blair restated an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Cfra cut shares of Netflix from a “strong-buy” rating to a “hold” rating and set a $100.00 price target on the stock. in a research report on Monday, January 5th. Finally, Susquehanna raised Netflix to a “positive” rating and set a $112.00 price objective for the company in a report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $115.91.

Netflix Stock Up 13.8%

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

Netflix (NASDAQ:NFLX) last released its quarterly earnings data 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 return on equity of 43.26% and a net margin of 24.30%.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 previous year, the company posted $0.43 earnings per share. The company’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, research analysts expect that Netflix will post 24.58 earnings per share for the current fiscal year.

Insider Activity at Netflix

In other news, CFO Spencer Adam Neumann sold 9,248 shares of the firm’s stock in a transaction on 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 directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the sale, the chief executive officer owned 122,140 shares in the company, valued at $10,166,933.60. This represents a 18.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,399,163 shares of company stock valued at $129,899,103 in the last ninety days. Insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Netflix

Several institutional investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of Netflix by 0.4% in the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after acquiring an additional 142,238 shares during the last quarter. CIBC Capital Markets Europe S.A. increased its position in Netflix by 171.4% during the 3rd quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after purchasing an additional 42,000 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in Netflix by 6.6% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock worth $362,292,000 after purchasing an additional 18,837 shares in the last quarter. NEOS Investment Management LLC lifted its stake in Netflix by 64.6% in the 3rd quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock valued at $212,565,000 after purchasing an additional 69,570 shares during the last quarter. Finally, Bornite Capital Management LP acquired a new stake in Netflix in the third quarter valued at approximately $29,973,000. 80.93% of the stock is currently owned by 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

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.