Netflix (NASDAQ:NFLX – Get Free Report) had its price objective upped by investment analysts at Wedbush from $115.00 to $118.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The brokerage presently has an “outperform” rating on the Internet television network’s stock. Wedbush’s target price indicates a potential upside of 14.54% from the company’s current price.
A number of other research analysts have also issued reports on the stock. Rosenblatt Securities raised their target price on shares of Netflix from $95.00 to $96.00 and gave the company a “neutral” rating in a research note on Monday, April 6th. Needham & Company LLC lowered their target price on shares of Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $98.00 target price (up from $95.00) 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. Finally, Wolfe Research raised their target price on shares of Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and an average target price of $115.50.
Read Our Latest Stock Analysis on Netflix
Netflix Stock Performance
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings results 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. 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 analyst estimates of $11.97 billion. During the same quarter in the prior year, the business posted $0.43 EPS. 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. Equities analysts expect that Netflix will post 24.58 EPS for the current fiscal year.
Insider Transactions at Netflix
In other Netflix news, Director Reed Hastings sold 420,550 shares of the stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the sale, the director directly owned 3,940 shares of the company’s stock, valued at $376,230.60. This represents a 99.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction on 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 sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. This trade represents a 18.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,543,023 shares of company stock worth $141,145,842. 1.37% of the stock is currently owned by insiders.
Hedge Funds Weigh In On Netflix
Hedge funds and other institutional investors have recently made changes to their positions in the business. First Financial Corp IN lifted its holdings in shares of Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 243 shares during the period. DiNuzzo Private Wealth Inc. lifted its holdings in shares of Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 239 shares during the period. Turning Point Benefit Group Inc. lifted its holdings in shares of Netflix by 13,400.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 268 shares during the period. Imprint Wealth LLC bought a new position in shares of Netflix during the 3rd quarter worth about $25,000. Finally, Cornerstone Financial Management LLC bought a new position in shares of Netflix during the 4th quarter worth about $26,000. 80.93% of the stock is owned by institutional investors.
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Multiple analyst upgrades and price-target raises lift sentiment — Wedbush bumped its target and kept an Outperform rating, Morgan Stanley raised its target and maintained Overweight, and HSBC lifted its target while keeping a Buy. These moves point to growing confidence in Netflix’s revenue and margin outlook. Wedbush price-target raise
- Positive Sentiment: Ad-supported tier is scaling and lowering churn, which analysts say boosts advertiser confidence and monetization — a key driver for revenue upside and margin expansion. Ad-tier traction
- Positive Sentiment: Analysts expect stronger operating margins and more buybacks — one analyst notes Netflix could lift its 2026 operating-margin guide toward ~32% while sustaining mid-teens revenue growth, supporting higher EPS and potential share repurchases. Margin/ buyback outlook
- Positive Sentiment: Institutional buying: several high-profile funds increased Netflix positions after the Warner Bros. deal fell through, signaling conviction from big investors. That institutional demand is propping up the stock into earnings. Hedge funds adding
- Neutral Sentiment: Upcoming catalyst: Q1 earnings on April 16 is the immediate event — positive prints on ad revenue, pricing, or margins could extend the rally; a miss could reverse gains. Earnings catalyst
- Neutral Sentiment: Media/market commentary highlights Netflix’s steady revenue growth versus peers and frames the stock as a durable streaming leader; useful context but not immediate price drivers. Industry comparisons
- Negative Sentiment: Balance-sheet nuance: coverage points to roughly $7.4B in stock-option obligations that can act like hidden leverage — a reminder for investors watching capital allocation and net-debt metrics. Hidden option liability
- Negative Sentiment: Post-earnings volatility risk — options-market patterns suggest a “sawtooth” and potential for a sharp move after the print; that raises short-term risk even if fundamentals look sound. Options volatility risk
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.
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