DZ Bank restated their buy rating on shares of Netflix (NASDAQ:NFLX – Free Report) in a research report sent to investors on Friday morning,MarketScreener reports.
A number of other research analysts have also commented on NFLX. William Blair reissued an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Wedbush reaffirmed an “outperform” rating and set a $115.00 target price on shares of Netflix in a research report on Friday, February 20th. JPMorgan Chase & Co. lowered their price target on Netflix from $127.50 to $124.00 and set a “neutral” rating on the stock in a report on Tuesday, November 18th. Rosenblatt Securities boosted their price objective on shares of Netflix from $94.00 to $95.00 and gave the stock a “neutral” rating in a research note on Friday. Finally, Robert W. Baird decreased their price objective on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $115.91.
Read Our Latest Research Report on Netflix
Netflix Stock Up 13.8%
Netflix (NASDAQ:NFLX – Get Free Report) last issued 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 during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period in the prior year, the company posted $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. Sell-side analysts forecast that Netflix will post 24.58 earnings per share for the current fiscal year.
Insider Buying and Selling at Netflix
In related news, CFO Spencer Adam Neumann sold 9,248 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $81.27, for a total value of $751,584.96. Following the completion of the sale, the chief financial officer owned 73,787 shares in the company, valued at approximately $5,996,669.49. This trade represents a 11.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the sale, the director directly owned 79,690 shares in the company, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,023,693 shares of company stock valued at $89,186,891 in the last three months. Company insiders own 1.37% of the company’s stock.
Institutional Inflows and Outflows
Large investors have recently modified their holdings of the company. First Financial Corp IN increased its stake in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 243 shares during the period. DiNuzzo Private Wealth Inc. boosted its holdings in Netflix by 885.2% during 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 in the last quarter. Turning Point Benefit Group Inc. grew its stake in shares of Netflix by 13,400.0% in the 4th 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 acquired a new position in shares of Netflix in the 3rd quarter worth approximately $25,000. Finally, Cornerstone Financial Management LLC acquired a new position in shares of Netflix in the 4th quarter worth approximately $26,000. 80.93% of the stock is currently owned by institutional investors and hedge funds.
Netflix News Summary
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.
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