Netflix (NASDAQ:NFLX) Upgraded at Huber Research

Huber Research upgraded shares of Netflix (NASDAQ:NFLX) from a strong sell rating to a strong-buy rating in a research note released on Friday,Zacks.com reports.

Other analysts also recently issued reports about the company. Benchmark restated a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Wedbush reissued an “outperform” rating and issued a $115.00 target price on shares of Netflix in a report on Friday, February 20th. Moffett Nathanson dropped their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Arete Research upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a research report on Friday. Finally, KGI Securities upgraded Netflix from a “neutral” rating to an “outperform” rating and set a $135.00 price target on the stock in a report on Monday, November 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $115.91.

Netflix Price Performance

NFLX opened at $96.24 on Friday. The company has a fifty day moving average price of $85.83 and a two-hundred day moving average price of $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. The firm has a market capitalization of $406.34 billion, a PE ratio of 38.08, a P/E/G ratio of 1.71 and a beta of 1.68. Netflix has a 52 week low of $75.01 and a 52 week high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly 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 for the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. Netflix’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period last year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts anticipate that Netflix will post 24.58 earnings per share for the current year.

Insider Activity

In other news, CFO Spencer Adam Neumann sold 9,248 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $81.27, for a total transaction of $751,584.96. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $5,996,669.49. This represents a 11.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Reed Hastings sold 426,290 shares of Netflix 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 completion of the transaction, the director owned 3,940 shares in the company, valued at approximately $361,179.80. The trade was a 99.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,023,693 shares of company stock worth $89,186,891. 1.37% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Instrumental Wealth LLC lifted its stake in shares of Netflix by 892.4% in the 4th quarter. Instrumental Wealth LLC now owns 2,858 shares of the Internet television network’s stock worth $268,000 after purchasing an additional 2,570 shares during the period. Strategic Investment Solutions Inc. IL grew its stake in Netflix by 1,010.0% during the fourth quarter. Strategic Investment Solutions Inc. IL now owns 2,220 shares of the Internet television network’s stock valued at $208,000 after acquiring an additional 2,020 shares in the last quarter. Compass Financial Services Inc grew its position in shares of Netflix by 900.0% during the fourth quarter. Compass Financial Services Inc now owns 1,000 shares of the Internet television network’s stock valued at $94,000 after purchasing an additional 900 shares in the last quarter. Groupama Asset Managment increased its stake in Netflix by 880.5% in the 4th quarter. Groupama Asset Managment now owns 59,980 shares of the Internet television network’s stock worth $5,624,000 after acquiring an additional 53,863 shares during the last quarter. Finally, Oak Grove Capital LLC increased its position in Netflix by 1,058.6% in the fourth quarter. Oak Grove Capital LLC now owns 218,100 shares of the Internet television network’s stock worth $20,449,000 after purchasing an additional 199,275 shares during the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Key Netflix News

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

About Netflix

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.