Netflix (NASDAQ:NFLX) Trading 13.8% Higher After Analyst Upgrade

Netflix, Inc. (NASDAQ:NFLX)’s share price was up 13.8% on Friday after Wolfe Research raised their price target on the stock from $95.00 to $110.00. Wolfe Research currently has an outperform rating on the stock. Netflix traded as high as $96.75 and last traded at $96.24. Approximately 198,013,387 shares changed hands during trading, an increase of 271% from the average daily volume of 53,330,527 shares. The stock had previously closed at $84.59.

A number of other equities research analysts have also commented on NFLX. JPMorgan Chase & Co. dropped their target price on Netflix from $127.50 to $124.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 18th. President Capital raised shares of Netflix from a “neutral” rating to a “buy” rating and set a $130.00 price objective on the stock in a report on Monday, November 3rd. DZ Bank reiterated a “buy” rating on shares of Netflix in a research note on Wednesday, December 17th. UBS Group set a $104.00 target price on shares of Netflix in a report on Tuesday, January 27th. Finally, Canaccord Genuity Group set a $125.00 price target on shares of Netflix and gave the company a “buy” rating in a report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat, Netflix has a consensus rating of “Moderate Buy” and a consensus target price of $115.91.

Insider Buying and Selling at Netflix

In other news, CFO Spencer Adam Neumann sold 9,248 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $81.27, for a total value of $751,584.96. Following the completion of the sale, the chief financial officer directly owned 73,787 shares in the company, valued at $5,996,669.49. This represents a 11.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,399,163 shares of company stock valued at $129,899,103. 1.37% of the stock is owned by company insiders.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix formally declined to match Paramount Skydance’s higher offer for Warner Bros., ending the bidding war and securing a large breakup / termination payment that preserves cash and avoids taking on a complex, debt‑heavy asset. Netflix Receives Termination Fee After WBD Deal Collapse
• Positive Sentiment: Investors cheered the exit as it reduces near‑term strategic risk and potential integration headaches; commentators and analysts framed the decision as disciplined capital allocation, which helped lift shares. Netflix, Paramount shares jump as months-long fight for Warner ends
• Positive Sentiment: Regulatory and political risk eased — a planned Senate antitrust hearing tied to the deal was canceled after Netflix withdrew, removing a headline risk that would have attracted more scrutiny. After Netflix Drops Warner Bros. Bid, GOP Senator Cancels Planned Antitrust Hearing
• Positive Sentiment: Analysts and brokers responded with upgrades and higher price targets (Wolfe, Arete, Evercore coverage appears), supporting the rally and signaling refreshed bullish conviction. Wolfe Research adjusts price target on Netflix to $110 from $95; maintains outperform
• Positive Sentiment: Operational news also helped sentiment: Netflix expanded live sports/content reach by partnering with Apple to co‑broadcast the Canadian F1 Grand Prix, reinforcing content momentum outside M&A headlines. Apple and Netflix team up to air Formula 1 Canadian Grand Prix
• Neutral Sentiment: Market structure changed: Paramount Skydance looks set to win the Warner Bros. deal, which removes one strategic path for Netflix but also eliminates a costly contest; outcome may affect industry dynamics long‑term rather than Netflix’s near‑term earnings. Project Warrior: How Paramount beat Netflix in $110bn battle for Warner
• Negative Sentiment: Some opinion pieces warn of political/antitrust fallout and reputational/strategic implications from the episode (claims the fight became politicized and that Netflix’s positioning could invite scrutiny). These narratives could re‑emerge if Netflix pursues other large deals. Opinion | Why Netflix Lost Warner to Paramount

Institutional Trading of Netflix

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. First Financial Corp IN grew its stake in shares of Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. lifted its holdings in Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. grew its position in Netflix by 13,400.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 268 shares during the period. Imprint Wealth LLC purchased a new position in Netflix in the third quarter worth approximately $25,000. Finally, Cornerstone Financial Management LLC acquired a new stake in Netflix during the fourth quarter worth $26,000. 80.93% of the stock is owned by institutional investors and hedge funds.

Netflix Price Performance

The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The company has a market cap of $406.34 billion, a PE ratio of 38.08, a P/E/G ratio of 1.50 and a beta of 1.71. The stock has a 50-day simple moving average of $85.83 and a 200 day simple moving average of $104.52.

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

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.