Netflix (NASDAQ:NFLX – Free Report) had its price objective increased by Phillip Securities from $100.00 to $110.00 in a research report sent to investors on Monday,MarketScreener reports.
Several other equities research analysts also recently weighed in on NFLX. Rosenblatt Securities decreased their price target on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating for the company in a research note on Friday. Barclays set a $110.00 price target on shares of Netflix and gave the company an “equal weight” rating in a research note on Friday. Rothschild & Co Redburn set a $120.00 price target on shares of Netflix in a research note on Wednesday, January 21st. Morgan Stanley reaffirmed an “overweight” rating on shares of Netflix in a research note on Friday. Finally, Weiss Ratings downgraded shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat, Netflix presently has an average rating of “Moderate Buy” and an average price target of $114.85.
Get Our Latest Stock Analysis on NFLX
Netflix Price Performance
Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. During the same period in the previous year, the firm posted $6.61 earnings per share. 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. On average, sell-side analysts forecast that Netflix will post 3.19 EPS for the current year.
Insider Buying and Selling at Netflix
In other news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix 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 completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider David A. Hyman sold 5,727 shares of Netflix stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. This represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,487,794 shares of company stock valued at $136,255,772 over the last three months. Corporate insiders own 1.37% of the company’s stock.
Institutional Inflows and Outflows
A number of hedge funds have recently made changes to their positions in the business. Imprint Wealth LLC purchased a new position in Netflix during the third quarter worth about $25,000. Bare Financial Services Inc boosted its holdings in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares during the last quarter. Horizon Financial Services LLC boosted its holdings in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 24 shares during the last quarter. Redmont Wealth Advisors LLC purchased a new position in Netflix during the third quarter worth about $36,000. Finally, Marquette Asset Management LLC purchased a new position in Netflix during the third quarter worth about $44,000. 80.93% of the stock is currently owned by institutional investors and hedge funds.
Netflix News Roundup
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: JPMorgan says the pullback is a buying opportunity, calling the post‑earnings dip attractive for long‑term investors given Netflix’s cash flow and growth roadmap. Buy the Dip in Netflix Stock Now, Says JPMorgan
- Positive Sentiment: ARK Invest / Cathie Wood has been buying into the weakness, adding to Netflix positions after the earnings‑driven drop — a vote of confidence that can support the stock during volatility. ARK Invest Snaps Up Netflix After Earnings Drop
- Positive Sentiment: Some buy‑side analysts remain constructive: Phillip Securities raised its price target to $110 and other shops reiterated Buy ratings, highlighting multi‑year growth potential and valuation upside. Phillip Securities Adjusts Price Target on Netflix to $110
- Neutral Sentiment: Longer‑term analyses stress Netflix’s durable competitive advantages (brand, scale, FCF) and international/ads runway; these argue for upside beyond short‑term noise. Netflix’s Durable Competitive Advantage
- Neutral Sentiment: Research pieces point to international revenue and untapped broadband penetration (esp. Asia‑Pacific) as key drivers to monitor — important context for earnings multiples and longer‑term forecasts. Why Netflix International Revenue Trends Deserve Attention
- Negative Sentiment: An Italian court ruled that Netflix’s past subscription price hikes (2017–2024) were unlawful and ordered refunds to affected subscribers — a near‑term legal and PR risk that raises questions about pricing mechanics in Europe. Italian court rules Netflix refunds price hikes illegal
- Negative Sentiment: Investors sold after Q1 due to tepid Q2 guidance and the announced board exit of co‑founder Reed Hastings — headlines that directly pressured sentiment and triggered downgrades. Netflix Shares Drop As Soft Outlook, Reed Hastings Exit Weigh On Sentiment
- Negative Sentiment: Several firms trimmed targets or downgraded after the guidance miss (examples include Rosenblatt and JPMorgan cuts), adding selling pressure even as other analysts raised targets — a mixed but net‑negative near‑term analyst response. Rosenblatt Securities Cuts Netflix Price Target
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.
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