Netflix (NASDAQ:NFLX) Stock Rating Upgraded by Cfra

Netflix (NASDAQ:NFLX) was upgraded by Cfra from a “hold” rating to a “buy” rating in a report released on Friday, Marketbeat reports. The brokerage currently has a $115.00 price objective on the Internet television network’s stock. Cfra’s price objective would indicate a potential upside of 16.14% from the stock’s current price.

Several other analysts also recently commented on NFLX. Morgan Stanley set a $110.00 target price on Netflix and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Pivotal Research dropped their price target on Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a research note on Wednesday, January 21st. JPMorgan Chase & Co. assumed coverage on Netflix in a report on Monday, March 2nd. They issued an “overweight” rating and a $120.00 price target on the stock. President Capital boosted their price objective on Netflix from $120.00 to $133.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Finally, Robert W. Baird lowered their target price on Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, Netflix has an average rating of “Moderate Buy” and a consensus price target of $115.79.

Netflix Trading Down 0.2%

NASDAQ:NFLX opened at $99.02 on Friday. The firm’s fifty day moving average is $86.30 and its 200-day moving average is $103.69. 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 52 week low of $75.01 and a 52 week high of $134.12. The firm has a market cap of $418.08 billion, a P/E ratio of 39.18, a P/E/G ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (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 business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the previous year, the business earned $0.43 earnings per share. Netflix’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts expect that Netflix will post 24.58 earnings per share for the current year.

Insiders Place Their Bets

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the transaction, the chief executive officer owned 122,140 shares in the company, valued at $10,166,933.60. This trade represents a 18.27% 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 410,550 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.01, for a total value of $39,827,455.50. Following the sale, the director owned 3,940 shares in the company, valued at approximately $382,219.40. This represents a 99.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. Company insiders own 1.37% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Imprint Wealth LLC bought a new position in shares of Netflix in the 3rd quarter worth $25,000. Legacy Investment Solutions LLC purchased a new position in shares of Netflix in the 2nd quarter worth about $31,000. Retirement Wealth Solutions LLC bought a new position in shares of Netflix during the 3rd quarter valued at about $28,000. Steph & Co. increased its position in shares of Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after purchasing an additional 17 shares during the last quarter. Finally, Bare Financial Services Inc raised its holdings in shares of Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares in the last quarter. 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 walked away from its pursuit of Warner Bros. Discovery, securing a multi-billion-dollar breakup fee and removing an acquisition overhang that pressured the stock; management is refocusing on core streaming, ads and technology which investors view as capital-efficient. Netflix (NFLX) Is Up 16.6% After Walking Away From Warner Bros. Deal and Securing Breakup Fee
• Positive Sentiment: Netflix acquired InterPositive, Ben Affleck’s AI filmmaking startup, bringing the team in-house to build creator-focused production tools — a tech-forward move that supports cheaper, faster content production and reinforces Netflix’s AI strategy. Netflix buys Ben Affleck’s AI filmmaking company InterPositive
• Positive Sentiment: CFRA upgraded Netflix to a “buy” with a $115 price target, adding fresh analyst endorsement that supports further upside. Benzinga – CFRA Upgrade
• Positive Sentiment: Analysts and commentators argue walking away from the WBD deal may benefit shareholders by preserving capital and focusing management on margin-accretive growth rather than a massive, risky acquisition. Why Netflix Rejecting Warner Bros Discovery May Benefit Shareholders
• Neutral Sentiment: Bank of America lowered its price target (from $149 to $125) but kept a “buy” rating — a mixed read: still supportive but reflecting more conservative upside assumptions. Benzinga – BofA Lowers Price Target
• Neutral Sentiment: Reports show external investors (including filings tied to President Trump’s trust) bought Netflix debt during the M&A drama — notable market activity but not a direct equity catalyst. Trump Was Quietly Loading Up On Netflix Bonds — While Talking Down Its Warner Bid
• Negative Sentiment: Insider selling: the CFO and other insiders have recently sold shares (large director/Chairman sales were reported), which can create investor concern about timing and leadership selling into strength. Insider Selling: Netflix CFO Sells Stock Netflix Chairman Reed Hastings Cashed Out $39.8M

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.