China Renaissance Increases Netflix (NASDAQ:NFLX) Price Target to $100.00

Netflix (NASDAQ:NFLX) had its price objective hoisted by investment analysts at China Renaissance from $90.00 to $100.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The brokerage presently has a “hold” rating on the Internet television network’s stock. China Renaissance’s price objective would indicate a potential upside of 2.76% from the company’s current price.

NFLX has been the topic of a number of other research reports. Moffett Nathanson increased their target price on shares of Netflix from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Tuesday, April 14th. HSBC increased their target price on shares of Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, April 10th. President Capital upped their price target on shares of Netflix from $133.00 to $134.00 and gave the stock a “buy” rating in a report on Tuesday, March 31st. Wells Fargo & Company started coverage on shares of Netflix in a report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target for the company. Finally, The Goldman Sachs Group raised shares of Netflix from a “neutral” rating to a “buy” rating in a report on Monday, April 13th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Netflix currently has a consensus rating of “Moderate Buy” and an average price target of $114.73.

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $97.31 on Friday. The company’s 50 day moving average price is $92.20 and its two-hundred day moving average price is $98.55. Netflix has a 12-month low of $75.01 and a 12-month high of $134.12. The firm has a market cap of $410.86 billion, a PE ratio of 31.43, a PEG ratio of 1.60 and a beta of 1.67. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 43.01%. The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter in the prior year, the business posted $6.61 EPS. The business’s revenue was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts predict that Netflix will post 24.58 earnings per share for the current year.

Insider Activity at Netflix

In other news, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction that occurred 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 completion of the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. The trade was a 27.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,487,794 shares of company stock worth $136,255,772 in the last 90 days. Corporate insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Netflix

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in Netflix by 912.5% in the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after purchasing an additional 351,493,659 shares during the last quarter. State Street Corp lifted its stake in Netflix by 927.6% in the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after purchasing an additional 159,578,053 shares during the last quarter. Geode Capital Management LLC lifted its stake in Netflix by 892.0% in the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after purchasing an additional 89,558,684 shares during the last quarter. Capital World Investors lifted its stake in Netflix by 859.1% in the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after purchasing an additional 80,025,890 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its stake in Netflix by 685.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock valued at $8,068,882,000 after purchasing an additional 75,107,069 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q1 results beat expectations — revenue of $12.25B and GAAP EPS of $1.23 topped consensus, driven by subscription pricing, ad revenue growth and margin expansion; these fundamentals underpin many analyst “buy the dip” calls. Q1 results detail
• Positive Sentiment: Longer‑term growth levers remain: management emphasized live sports discussions (NFL interest) and continued ad‑tier expansion; analysts who stayed bullish point to strong cash generation and ad upside. Live sports / NFL rights
• Neutral Sentiment: Product/tech roadmap: Netflix plans a TikTok‑style vertical feed and broader AI use for recommendations — positive for engagement but not an immediate revenue catalyst. TechCrunch: vertical feed
• Negative Sentiment: Q2 guidance disappointed — the company issued Q2 EPS/revenue guidance below consensus (management cited slower near‑term growth and margin pressure), which shifted focus from the quarter to the outlook and trimmed near‑term expectations. Reuters: downbeat Q2 forecast
• Negative Sentiment: Leadership change spooked the market — Reed Hastings announced he will not stand for re‑election to the board, prompting concern about governance continuity amid a strategic pivot after the failed Warner Bros. bid. That exit amplified the selloff. Deadline: Hastings exit
• Negative Sentiment: Analyst reaction and price‑target moves were mixed-to-negative — several firms trimmed targets or moved to neutral/hold citing valuation and near‑term growth deceleration, increasing downward pressure. Invezz: analyst reactions

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.