Netflix (NASDAQ:NFLX) Now Covered by Analysts at Citigroup

Citigroup started coverage on shares of Netflix (NASDAQ:NFLX) in a research note released on Wednesday morning, Marketbeat reports. The firm issued a buy rating and a $115.00 target price on the Internet television network’s stock.

A number of other research firms have also recently commented on NFLX. Rothschild & Co Redburn set a $120.00 price objective on Netflix in a research report on Wednesday, January 21st. Arete Research upgraded Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Needham & Company LLC reduced their price target on shares of Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Cfra upgraded shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research note on Friday, March 6th. Finally, Argus dropped their price objective on shares of Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $114.35.

Netflix Trading Up 0.4%

Shares of NFLX stock opened at $94.70 on Wednesday. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix has a 12-month low of $75.01 and a 12-month high of $134.12. The stock has a market capitalization of $399.84 billion, a P/E ratio of 37.48, a P/E/G ratio of 1.45 and a beta of 1.68. The firm’s 50 day moving average is $86.80 and its 200 day moving average is $102.09.

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

Insiders Place Their Bets

In other news, Director Reed Hastings sold 410,550 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $97.01, for a total value of $39,827,455.50. Following the transaction, the director owned 3,940 shares of the company’s stock, valued at $382,219.40. This trade represents a 99.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Cletus R. Willems sold 3,136 shares of Netflix 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Netflix

Large investors have recently added to or reduced their stakes in the company. Imprint Wealth LLC bought a new stake in shares of Netflix during the 3rd quarter valued at $25,000. Retirement Wealth Solutions LLC bought a new position in Netflix in the 3rd quarter worth $28,000. Steph & Co. boosted its holdings in Netflix by 188.9% in the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after buying an additional 17 shares during the period. Bare Financial Services Inc increased its stake in Netflix by 93.3% in the 3rd 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. Finally, Horizon Financial Services LLC increased its stake in Netflix by 480.0% in the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 24 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi reinstated coverage with a Buy and a roughly $115 price target, citing margin upside, expected U.S. price increases and stronger shareholder-return optionality — a clear analyst catalyst supporting upside. Citi Reinstates Netflix (NFLX) Stock with Buy Rating — 3 Key Catalysts Revealed
• Positive Sentiment: Citi also argues Netflix is better positioned to push through subscription price increases now that M&A and regulatory attention around the Warner Bros. pursuit are behind it — this supports revenue-per-subscriber upside. Netflix more likely to raise prices with Warner Bros deal out of the way, Citi says
• Positive Sentiment: Netflix is pursuing new monetization for breakout IP: Bloomberg/Reuters report plans for a global “KPop Demon Hunters” concert tour tied to its hit movie, which would boost ancillary revenue and engagement. Netflix plans ‘KPop Demon Hunters’ global concert tour, Bloomberg News reports
• Positive Sentiment: Netflix is also using limited theatrical releases to amplify tentpole franchises (e.g., a theatrical push for a Stranger Things animated spinoff), helping discoverability and potential box-office/streaming lift. Netflix turns theaters to launch ‘Stranger Things’ animated spino‑off
• Neutral Sentiment: Wells Fargo initiated coverage with an Equal Weight, reflecting mixed views on growth versus valuation — another data point for investors but not an immediate directional catalyst. Wells Fargo Initiates Netflix (NFLX) with Equal Weight
• Neutral Sentiment: Analyst and media comparisons (Netflix vs. Disney) are driving debate about which streamer offers better long-term upside; useful context but not an immediate stock mover. Netflix vs. Disney: Which Streaming Giant Is the Better Buy for 2026 and Beyond?
• Negative Sentiment: Coverage flagged that CEO Ted Sarandos’ political remarks have pressured sentiment recently — political headlines can prompt short-term selling or multiple compression. Netflix Stock (NASDAQ:NFLX) Slips as Ted Sarandos Talks Politics
• Negative Sentiment: Ongoing celebrity/PR stories (coverage about Meghan Markle/Prince Harry’s relationship with Netflix) create distracting headline risk that can amplify short-term volatility. Why Meghan Markle and Prince Harry Have Reportedly “Struggled” to Find Their Footing in Hollywood

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.