Netflix (NASDAQ:NFLX) Stock Price Expected to Rise, New Street Research Analyst Says

Netflix (NASDAQ:NFLX) had its price objective hoisted by New Street Research from $96.00 to $102.00 in a note issued to investors on Friday,MarketScreener reports. New Street Research’s price target would suggest a potential upside of 4.82% from the stock’s previous close.

Other equities research analysts have also recently issued research reports about the stock. Wolfe Research restated an “outperform” rating and issued a $107.00 price target on shares of Netflix in a research report on Friday. Erste Group Bank upgraded shares of Netflix from a “hold” rating to a “buy” rating in a research report on Tuesday, March 24th. China Renaissance boosted their price target on shares of Netflix from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Friday. Weiss Ratings cut shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 22nd. Finally, Morgan Stanley restated an “overweight” rating on shares of Netflix in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $114.73.

Netflix Trading Down 9.7%

Shares of NFLX opened at $97.31 on Friday. The company’s fifty day moving average is $92.20 and its 200 day moving average is $98.55. Netflix has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The stock has a market capitalization of $410.86 billion, a PE ratio of 31.43, a P/E/G ratio of 1.60 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.

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

Insider Activity

In other Netflix news, insider David A. Hyman sold 5,727 shares of Netflix stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the transaction, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,487,794 shares of company stock valued at $136,255,772 over the last ninety days. 1.37% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Netflix by 912.5% during the fourth 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 period. State Street Corp boosted its stake in shares of Netflix by 927.6% during the fourth 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 period. Geode Capital Management LLC boosted its stake in shares of Netflix by 892.0% during the fourth 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 period. Capital World Investors boosted its stake in shares of Netflix by 859.1% during the fourth 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 period. Finally, Morgan Stanley boosted its stake in shares of Netflix by 903.0% during the fourth quarter. Morgan Stanley now owns 85,349,973 shares of the Internet television network’s stock valued at $8,002,414,000 after purchasing an additional 76,840,318 shares during the period. 80.93% of the stock is owned by hedge funds and other institutional investors.

Key Netflix News

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.