Oppenheimer Boosts Netflix (NASDAQ:NFLX) Price Target to $135.00

Netflix (NASDAQ:NFLX) had its price target increased by research analysts at Oppenheimer from $125.00 to $135.00 in a report released on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the Internet television network’s stock. Oppenheimer’s target price points to a potential upside of 44.49% from the company’s previous close.

Other analysts have also issued research reports about the stock. Susquehanna upgraded shares of Netflix to a “positive” rating and set a $112.00 price target on the stock in a research report on Wednesday, January 21st. Freedom Capital upgraded shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. President Capital upped their target price on Netflix from $120.00 to $133.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Erste Group Bank upgraded Netflix from a “hold” rating to a “buy” rating in a research note on Tuesday, March 24th. Finally, Argus lowered their price target on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $114.55.

Netflix Stock Up 0.1%

NFLX stock opened at $93.43 on Friday. Netflix has a 52 week low of $75.01 and a 52 week high of $134.12. The business has a 50-day simple moving average of $87.25 and a 200 day simple moving average of $100.77. 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 $394.48 billion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the prior year, the company posted $0.43 earnings per share. The business’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. Sell-side analysts anticipate that Netflix will post 24.58 EPS for the current fiscal year.

Insider Activity

In other news, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Netflix

Large investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after acquiring an additional 351,493,659 shares during the last quarter. State Street Corp raised its stake in shares of Netflix by 927.6% during the fourth quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after acquiring an additional 159,578,053 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Netflix by 892.0% during the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after acquiring an additional 89,558,684 shares during the last quarter. Capital World Investors lifted its holdings in shares of Netflix by 859.1% during the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock worth $8,376,656,000 after purchasing an additional 80,025,890 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its holdings in shares of Netflix by 685.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock worth $8,068,882,000 after purchasing an additional 75,107,069 shares during the period. 80.93% of the stock is currently owned by institutional investors.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

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.