Netflix (NASDAQ:NFLX) Price Target Raised to $95.00

Netflix (NASDAQ:NFLX) had its price target increased by Rosenblatt Securities from $94.00 to $95.00 in a research report sent to investors on Friday, MarketBeat Ratings reports. They currently have a neutral rating on the Internet television network’s stock.

A number of other brokerages have also recently weighed in on NFLX. HSBC dropped their price target on shares of Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Argus dropped their target price on shares of Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the company a “buy” rating in a research report on Wednesday, January 21st. JPMorgan Chase & Co. decreased their price target on Netflix from $127.50 to $124.00 and set a “neutral” rating on the stock in a research note on Tuesday, November 18th. Finally, President Capital raised Netflix from a “neutral” rating to a “buy” rating and set a $130.00 price objective for the company in a research note on Monday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and fifteen have given a Hold rating to the company’s stock. According to MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and a consensus price target of $115.91.

Netflix Stock Up 13.8%

NFLX stock opened at $96.24 on Friday. Netflix has a one year low of $75.01 and a one year high of $134.12. The firm has a market cap of $406.34 billion, a PE ratio of 38.08, a PEG ratio of 1.71 and a beta of 1.68. The firm’s 50 day moving average price is $85.83 and its 200-day moving average price is $104.40. 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 (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter last year, the firm earned $0.43 earnings per share. The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. 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 Buying and Selling at Netflix

In other Netflix news, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider owned 316,100 shares in the company, valued at $25,623,066. This represents a 1.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Cletus R. Willems sold 3,136 shares of the 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. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,023,693 shares of company stock valued at $89,186,891. Insiders own 1.37% of the company’s stock.

Institutional Trading of Netflix

Large investors have recently made changes to their positions in the company. Able Wealth Management LLC raised its holdings in shares of Netflix by 1.2% in the 2nd quarter. Able Wealth Management LLC now owns 763 shares of the Internet television network’s stock valued at $1,022,000 after purchasing an additional 9 shares in the last quarter. One Wealth Capital Management LLC increased its holdings in Netflix by 0.5% in the second quarter. One Wealth Capital Management LLC now owns 1,767 shares of the Internet television network’s stock valued at $2,366,000 after buying an additional 9 shares during the last quarter. Bell Investment Advisors Inc increased its holdings in Netflix by 3.1% in the second quarter. Bell Investment Advisors Inc now owns 298 shares of the Internet television network’s stock valued at $399,000 after buying an additional 9 shares during the last quarter. Weaver Consulting Group raised its stake in Netflix by 4.1% in the second quarter. Weaver Consulting Group now owns 231 shares of the Internet television network’s stock valued at $309,000 after buying an additional 9 shares in the last quarter. Finally, Natural Investments LLC lifted its holdings in Netflix by 0.5% during the 3rd quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after buying an additional 9 shares during the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Netflix

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.