Rosenblatt Securities Issues Positive Forecast for Netflix (NASDAQ:NFLX) Stock Price

Netflix (NASDAQ:NFLX) had its price target raised by Rosenblatt Securities from $95.00 to $96.00 in a research note released on Monday, Marketbeat reports. They currently have a neutral rating on the Internet television network’s stock.

Other equities research analysts have also recently issued research reports about the stock. Wedbush reaffirmed an “outperform” rating and set a $115.00 target price on shares of Netflix in a research note on Friday, February 20th. Weiss Ratings cut shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Barclays began coverage on shares of Netflix in a research note on Monday, March 2nd. They set an “equal weight” rating and a $115.00 target price on the stock. President Capital lifted their target price on shares of Netflix from $133.00 to $134.00 and gave the stock a “buy” rating in a research note on Tuesday, March 31st. Finally, Guggenheim lowered their target price on shares of Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and a consensus target price of $115.10.

Netflix Trading Up 0.3%

Shares of NFLX opened at $98.93 on Monday. Netflix has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm’s fifty day moving average is $88.55 and its two-hundred day moving average is $99.57. The stock has a market cap of $417.70 billion, a PE ratio of 39.15, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping 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 company had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the previous year, the company posted $0.43 EPS. The firm’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. Research analysts forecast that Netflix will post 24.58 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In other news, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. This represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 122,140 shares in the company, valued at $10,166,933.60. This represents a 18.27% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. Corporate insiders own 1.37% of the company’s stock.

Institutional Trading of Netflix

A number of large investors have recently modified their holdings of the stock. Old North State Trust LLC increased its position in shares of Netflix by 1,157.3% during the fourth quarter. Old North State Trust LLC now owns 14,082 shares of the Internet television network’s stock worth $1,320,000 after acquiring an additional 12,962 shares during the period. J. Derek Lewis & Associates Inc. purchased a new stake in shares of Netflix during the fourth quarter worth approximately $826,000. Purpose Unlimited Inc. purchased a new stake in shares of Netflix during the fourth quarter worth approximately $6,230,000. Painted Porch Advisors LLC increased its stake in shares of Netflix by 902.1% during the fourth quarter. Painted Porch Advisors LLC now owns 4,810 shares of the Internet television network’s stock worth $451,000 after buying an additional 4,330 shares during the period. Finally, Stance Capital LLC increased its stake in shares of Netflix by 1,213.7% during the fourth quarter. Stance Capital LLC now owns 14,858 shares of the Internet television network’s stock worth $1,393,000 after buying an additional 13,727 shares during the period. Hedge funds and other 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: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new ‘Playground’ gaming app for kids
• Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
• Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock

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.