Wolfe Research Raises Netflix (NASDAQ:NFLX) Price Target to $110.00

Netflix (NASDAQ:NFLX) had its target price raised by analysts at Wolfe Research from $95.00 to $110.00 in a report released on Friday,MarketScreener reports. The firm currently has an “outperform” rating on the Internet television network’s stock. Wolfe Research’s price objective points to a potential upside of 14.30% from the company’s previous close.

A number of other equities research analysts also recently issued reports on the company. KGI Securities upgraded Netflix from a “neutral” rating to an “outperform” rating and set a $135.00 price objective on the stock in a research report on Monday, November 3rd. Phillip Securities raised shares of Netflix from a “sell” rating to a “moderate buy” rating and lifted their price target for the stock from $95.00 to $100.00 in a research note on Monday, January 26th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $98.00 target price (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a report on Wednesday, February 18th. Finally, Erste Group Bank cut shares of Netflix from a “buy” rating to a “hold” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat, Netflix has an average rating of “Moderate Buy” and an average price target of $115.91.

Netflix Stock Up 13.8%

Shares of NASDAQ NFLX opened at $96.24 on Friday. Netflix has a one year low of $75.01 and a one year high of $134.12. 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 business’s fifty day moving average price is $85.83 and its 200-day moving average price is $104.52. The stock has a market capitalization of $406.34 billion, a PE ratio of 38.08, a P/E/G ratio of 1.71 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. The company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts anticipate that Netflix will post 24.58 EPS for the current year.

Insider Activity at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the transaction, the chief executive officer 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 filing with the SEC, which can be accessed through this link. Also, insider Cletus R. Willems sold 3,136 shares of the company’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. Insiders sold a total of 1,399,163 shares of company stock valued at $129,899,103 over the last ninety days. Insiders own 1.37% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Imprint Wealth LLC purchased a new position in shares of Netflix in the 3rd quarter worth about $25,000. Legacy Investment Solutions LLC bought a new stake in Netflix during the 2nd quarter valued at about $31,000. Retirement Wealth Solutions LLC purchased a new position in Netflix in the third quarter worth about $28,000. Steph & Co. lifted its stake in shares of Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after buying an additional 17 shares in the last quarter. Finally, Bare Financial Services Inc lifted its stake in shares of Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 14 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

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

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.