Erste Group Bank Predicts Increased Earnings for Netflix

Netflix, Inc. (NASDAQ:NFLX) – Erste Group Bank boosted their FY2026 earnings per share estimates for Netflix in a research report issued on Tuesday, March 24th. Erste Group Bank analyst H. Engel now forecasts that the Internet television network will post earnings per share of $3.15 for the year, up from their prior estimate of $3.14. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for Netflix’s current full-year earnings is $24.58 per share. Erste Group Bank also issued estimates for Netflix’s FY2027 earnings at $3.86 EPS.

Netflix (NASDAQ:NFLX) last issued its 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. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the prior year, the firm earned $0.43 earnings per share. Netflix’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.

Several other equities research analysts also recently commented on the stock. Robert W. Baird decreased their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a research report on Friday, January 23rd. Moffett Nathanson decreased their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Royal Bank Of Canada restated a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Weiss Ratings cut Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 22nd. Finally, Sanford C. Bernstein reiterated a “buy” rating on shares of Netflix in a report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $114.30.

Netflix Stock Performance

NFLX opened at $93.32 on Thursday. Netflix has a 1-year low of $75.01 and a 1-year high of $134.12. The company has a market cap of $394.01 billion, a price-to-earnings ratio of 36.93, a PEG ratio of 1.41 and a beta of 1.68. The company’s fifty day moving average price is $87.14 and its two-hundred day moving average price is $100.82. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51.

Insider Buying and Selling at Netflix

In related news, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total value of $2,777,110.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,157,339. This represents a 27.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last ninety days. 1.37% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Netflix

Several institutional investors have recently added to or reduced their stakes in NFLX. First Financial Corp IN increased its stake in shares of Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. lifted its stake 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 purchasing an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. grew its holdings in Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 268 shares during the period. Imprint Wealth LLC bought a new position in Netflix during the third quarter valued at $25,000. Finally, Cornerstone Financial Management LLC purchased a new stake in Netflix in the fourth quarter worth $26,000. 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: Price increases should lift ARPU and near‑term revenue as Netflix explicitly said the hikes will help fund expanded programming (video podcasts, live sports). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Erste Group raised its rating/forecasts for Netflix (Buy, slightly higher FY2026–FY2027 EPS), backing a bullish case that the company can convert higher pricing into profits. Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and audience wins (large live-event viewership) support non-subscription revenue growth and monetization upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Official new price points: ad‑supported $8.99 (+$1), standard $19.99 (+$2), premium $26.99 (+$2) — the impact depends on churn elasticity and timing of revenue recognition. Netflix confirms it’s raising prices again
• Neutral Sentiment: Live sports and branded events (e.g., MLB tie‑ins, big concert livestreams) are generating buzz and some incremental viewership, but monetization cadence and costs remain to be proven. Major League Baseball Event Gives Netflix Stock (NASDAQ:NFLX) a Small Boost
• Negative Sentiment: “Stream‑flation” — repeated price hikes industry‑wide — risks accelerating churn or pushing viewers to free/cheaper alternatives (YouTube, ad‑supported services). This is a structural headwind to long‑term subscriber retention. Netflix is raising prices again, and stream-flation shows no signs of slowing
• Negative Sentiment: Valuation and margin pressure concerns: some analysts and writeups warn Netflix’s multiple looks stretched given heavy early‑2026 content spending and slower growth expectations. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Rising content investment to support new formats (live events, podcasts) increases near‑term cash burn and execution risk if incremental revenue doesn’t cover higher costs. Netflix Hikes Prices For All Plans As Content Spending Surges

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.