Netflix, Inc. (NASDAQ:NFLX) Receives Consensus Rating of “Moderate Buy” from Brokerages

Netflix, Inc. (NASDAQ:NFLX) has earned a consensus rating of “Moderate Buy” from the fifty ratings firms that are presently covering the company, Marketbeat reports. Fourteen research analysts have rated the stock with a hold recommendation, thirty-four have assigned a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $114.6659.

Several equities analysts have weighed in on NFLX shares. TD Cowen reduced their price objective on Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. New Street Research cut their price target on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a research note on Thursday, January 22nd. President Capital boosted their price objective on Netflix from $120.00 to $133.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Moffett Nathanson cut their target price on shares of Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Finally, Citic Securities lowered their price target on shares of Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research report on Monday, January 26th.

Insider Buying and Selling

In related news, Director Reed Hastings sold 426,290 shares of the business’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. The trade was a 99.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction dated Thursday, January 29th. The stock was sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. This represents a 46.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,520,133 shares of company stock valued at $137,259,786 in the last 90 days. Corporate insiders own 1.37% of the company’s stock.

Institutional Investors Weigh In On Netflix

A number of institutional investors and hedge funds have recently made changes to their positions in NFLX. Vanguard Group Inc. increased its stake in shares of Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after buying an additional 142,238 shares during the period. CIBC Capital Markets Europe S.A. boosted its holdings in Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock valued at $79,732,000 after acquiring an additional 42,000 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in Netflix by 6.6% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock valued at $362,292,000 after purchasing an additional 18,837 shares during the period. NEOS Investment Management LLC raised its holdings in Netflix by 64.6% in the 3rd quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock worth $212,565,000 after purchasing an additional 69,570 shares in the last quarter. Finally, Bornite Capital Management LP purchased a new stake in shares of Netflix in the 3rd quarter worth about $29,973,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $98.32 on Tuesday. The company has a market capitalization of $415.12 billion, a P/E ratio of 38.91, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. The company’s 50-day moving average is $86.39 and its 200 day moving average is $103.39. 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 has a fifty-two week low of $75.01 and a fifty-two week high of $134.12.

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

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Walking away from the Warner Bros. Discovery (WBD) deal is being read as a win: investors see Netflix avoiding an ~$83B cash burden and regulatory risk, preserving cash flow and the company’s growth strategy. Netflix After the WBD Deal Collapse
• Positive Sentiment: Management is redeploying the cash payoff: Netflix received a multi‑billion breakup payment and has already acquired InterPositive (Ben Affleck’s AI filmmaking startup), signaling investment in production technology that could improve content economics. How Do You Like Them Apples? Netflix Buys Ben Affleck’s AI Start-Up.
• Positive Sentiment: Some Wall Street voices applaud Netflix’s return to its “Plan A” (organic growth and content takeovers rather than huge deals), which supports sentiment and could underpin the rally after the deal collapse. Top Analyst Applauds Netflix for Returning to ‘Plan A’
• Neutral Sentiment: Analyst coverage is shifting: CFRA upgraded Netflix while Bank of America trimmed its price target (and other shops are issuing fresh coverage)—a mixed signal that leaves institutional views divided. Bank of America Cuts Netflix Price Target
• Neutral Sentiment: Unusual disclosure: a high‑profile investor disclosure showed President Trump bought Netflix bonds during the bidding war — notable but unlikely to move fundamentals. Trump bought Netflix and Warner Bros bonds at height of bidding war
• Negative Sentiment: Valuation concerns and pullback risk: several analysts and columnists warn Netflix’s recent multi‑year run may have priced in robust growth, leaving the stock vulnerable to a correction if execution or subscriber trends slip. Is Netflix Stock Heading For A Correction?
• Negative Sentiment: Insider selling: co‑founder Reed Hastings sold about $39.8M of stock this week; while some analysts call it routine trimming, insider sales can add short‑term selling pressure and fuel negative headlines. Co-Founder Reed Hastings Just Dumped $40 Million In Netflix Stock
• Negative Sentiment: Some firms remain cautious: Wells Fargo resumed coverage with an Equal Weight and a ~$105 target — a signal that not all analysts see strong near‑term upside despite the favorable deal outcome. Netflix Stock Can Heal From Warner Bros. ‘Scars,’ Analyst Says

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.