Netflix (NASDAQ:NFLX) Trading 2.9% Higher After Analyst Upgrade

Shares of Netflix, Inc. (NASDAQ:NFLX) traded up 2.9% during mid-day trading on Tuesday after Deutsche Bank Aktiengesellschaft raised their price target on the stock from $98.00 to $100.00. Deutsche Bank Aktiengesellschaft currently has a hold rating on the stock. Netflix traded as high as $106.57 and last traded at $106.17. 40,198,764 shares changed hands during mid-day trading, a decline of 15% from the average session volume of 47,475,516 shares. The stock had previously closed at $103.16.

Several other equities analysts have also issued reports on the stock. Wells Fargo & Company assumed coverage on shares of Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 target price on the stock. Citigroup assumed coverage on shares of Netflix in a report on Wednesday, March 18th. They issued a “buy” rating and a $115.00 target price on the stock. Erste Group Bank upgraded shares of Netflix from a “hold” rating to a “buy” rating in a report on Tuesday, March 24th. Citic Securities dropped their target price on shares of Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a report on Monday, January 26th. Finally, Citizens Jmp assumed coverage on shares of Netflix in a report on Monday, March 30th. They issued a “market perform” rating on the stock. 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, the stock has a consensus rating of “Moderate Buy” and an average target price of $115.80.

Insider Activity

In other news, Director Bradford L. Smith sold 31,790 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the transaction, the director owned 79,690 shares in the company, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Spencer Adam Neumann sold 57,260 shares of the company’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. This represents a 43.69% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, 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.

Key Netflix News

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

Hedge Funds Weigh In On Netflix

Institutional investors have recently made changes to their positions in the stock. First Financial Corp IN raised its holdings in shares of Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares during the period. DiNuzzo Private Wealth Inc. raised its holdings in shares of Netflix by 885.2% in 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 last quarter. Turning Point Benefit Group Inc. lifted its position in Netflix by 13,400.0% in the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 268 shares in the last quarter. Imprint Wealth LLC acquired a new position in Netflix during the 3rd quarter valued at about $25,000. Finally, Cornerstone Financial Management LLC acquired a new position in Netflix during the 4th quarter valued at about $26,000. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix Price Performance

The firm has a market cap of $448.27 billion, a price-to-earnings ratio of 42.01, a P/E/G ratio of 1.56 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The business has a 50 day simple moving average of $90.81 and a 200-day simple moving average of $98.74.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.