Seaport Research Partners Forecasts Strong Price Appreciation for Netflix (NASDAQ:NFLX) Stock

Netflix (NASDAQ:NFLX) had its target price hoisted by research analysts at Seaport Research Partners from $115.00 to $119.00 in a report issued on Friday, Marketbeat.com reports. The firm presently has a “buy” rating on the Internet television network’s stock. Seaport Research Partners’ price target points to a potential upside of 22.29% from the company’s previous close.

Several other equities analysts also recently commented on the stock. 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. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a research report on Friday, March 6th. Evercore began coverage on shares of Netflix in a research report on Friday, February 27th. They set an “outperform” rating and a $115.00 target price on the stock. Finally, Rosenblatt Securities lowered their target price on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and fourteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.73.

Netflix Trading Down 9.7%

Netflix stock opened at $97.31 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The company has a market capitalization of $410.86 billion, a price-to-earnings ratio of 31.43, a PEG ratio of 1.60 and a beta of 1.67. Netflix has a one year low of $75.01 and a one year high of $134.12. The company’s fifty day moving average price is $92.20 and its two-hundred day moving average price is $98.55.

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

Insider Buying and Selling

In other news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following 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. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The SEC filing for this sale provides additional information. Insiders sold a total of 1,487,794 shares of company stock valued at $136,255,772 in the last quarter. Insiders own 1.37% of the company’s stock.

Institutional Investors Weigh In On Netflix

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. grew its position in shares of Netflix by 912.5% in 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 last quarter. State Street Corp lifted its stake in shares of Netflix by 927.6% in 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 buying an additional 159,578,053 shares during the period. Geode Capital Management LLC lifted its stake in shares of Netflix by 892.0% in 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 buying an additional 89,558,684 shares during the period. Capital World Investors lifted its stake in shares of Netflix by 859.1% in 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 buying an additional 80,025,890 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its stake in shares of Netflix by 685.8% in the fourth 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 buying an additional 75,107,069 shares during the period. 80.93% of the stock is owned by institutional investors and hedge funds.

Key Stories 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

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.