Netflix (NASDAQ:NFLX – Free Report) had its target price lifted by Deutsche Bank Aktiengesellschaft from $98.00 to $100.00 in a research report sent to investors on Tuesday,MarketScreener reports. Deutsche Bank Aktiengesellschaft currently has a hold rating on the Internet television network’s stock.
A number of other brokerages have also weighed in on NFLX. Barclays began coverage on shares of Netflix in a report on Monday, March 2nd. They issued an “equal weight” rating and a $115.00 price target on the stock. Benchmark reiterated a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Guggenheim reduced their target price on shares of Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Citigroup began coverage on shares of Netflix in a report on Wednesday, March 18th. They set a “buy” rating and a $115.00 target price on the stock. Finally, BMO Capital Markets reduced their target price on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and a consensus target price of $115.80.
View Our Latest Research Report on Netflix
Netflix Stock Up 2.9%
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The company had revenue of $12.05 billion for 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 revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the business earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, sell-side analysts anticipate that Netflix will post 24.58 earnings per share for the current year.
Insider Activity
In related news, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction on 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 $7,231,126. The trade was a 27.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider David A. Hyman sold 5,727 shares of Netflix stock in a transaction on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider directly owned 316,100 shares in the company, valued at $25,623,066. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,543,023 shares of company stock worth $141,145,842 over the last three months. 1.37% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Netflix
Several hedge funds and other institutional investors have recently added to or reduced their stakes in NFLX. Vanguard Group Inc. grew its position in shares of Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after buying an additional 142,238 shares during the last quarter. Contravisory Investment Management Inc. grew its position in shares of Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after buying an additional 99,496 shares during the last quarter. Crew Capital Management Ltd grew its position in shares of Netflix by 1,021.9% during the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock valued at $847,000 after buying an additional 8,226 shares during the last quarter. BNC Wealth Management LLC grew its position in shares of Netflix by 991.3% during the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock valued at $3,866,000 after buying an additional 37,451 shares during the last quarter. Finally, Grove Bank & Trust boosted its stake in Netflix by 1,379.8% during the 4th quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock valued at $2,392,000 after purchasing an additional 23,788 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.
Netflix News Roundup
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Multiple Wall Street price-target boosts and buy ratings — Wedbush, Moffett Nathanson and Guggenheim increased targets (Wedbush to $118, Moffett to $120, Guggenheim $130), signaling expectations for stronger ad monetization and operating leverage ahead of earnings. Netflix Stock Gains Momentum as Wedbush Lifts Target to $118 Ahead of Q1 Results
- Positive Sentiment: KeyBanc says Netflix’s ad-supported tier is scaling faster than expected and raised its forecast — this supports the story that ad revenue could materially outpace guidance. KeyBanc: Netflix’s Advertising Tier Is Scaling Faster Than Anticipated
- Positive Sentiment: Heavy bullish options activity — an unusually large number of call options traded, indicating short‑term speculative or hedged bullish positioning ahead of earnings (could amplify moves around the print).
- Positive Sentiment: Consensus Q1 previews expect solid results (an analyst street view calls for ~15% revenue growth, EPS beat potential and ad revenue >$3B) — investors are positioning for a beat-and-raise quarter. Netflix (NFLX) Stock: Q1 2026 Earnings Preview and What Analysts Are Saying
- Positive Sentiment: Positive media/analyst narratives and investor commentary (Jim Cramer, Seeking Alpha, Zacks) are reinforcing bullish sentiment ahead of the print, which can drive momentum into the report. Jim Cramer Calls Netflix a “Juggernaut”
- Neutral Sentiment: Analytical pieces highlighting Netflix’s “moat” and international growth runway reinforce longer‑term thesis but are unlikely to move the stock absent fresh data. What Gives Netflix (NFLX) a Valuable Moat?
- Neutral Sentiment: Ted Sarandos’ outreach to cinema owners and other corporate/industry moves are strategic but represent medium-term optionality rather than immediate earnings drivers. Netflix Leader Makes Rare Overture to Cinema Owners
- Negative Sentiment: Not all signals are unequivocally bullish — at least one major shop (Deutsche Bank) retains a hold rating with a $100 target (below recent levels), highlighting some analyst caution and potential downside if Netflix misses guidance. Deutsche Bank Adjusts Netflix Price Target to $100 From $98
- Negative Sentiment: Elevated implied volatility around earnings (analysts note a >6% expected move) and recent insider/insider-related headlines could amplify downside on a disappointment or create whipsaw trading. Netflix (NFLX) Stock: Q1 2026 Earnings Preview and What Analysts Are Saying
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.
Further Reading
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