Netflix’s (NFLX) Buy Rating Reiterated at Jefferies Financial Group

Jefferies Financial Group reaffirmed their buy rating on shares of Netflix (NASDAQ:NFLX) in a report issued on Friday,MarketScreener reports.

Other equities research analysts also recently issued reports about the stock. BMO Capital Markets reduced their price objective on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the stock a “buy” rating in a research note on Wednesday, January 21st. KGI Securities raised Netflix from a “neutral” rating to an “outperform” rating and set a $135.00 target price for the company in a report on Monday, November 3rd. William Blair reaffirmed an “outperform” rating on shares of Netflix in a research report on Wednesday, January 21st. Finally, Erste Group Bank cut Netflix from a “buy” rating to a “hold” rating in a research report on Friday, October 31st. Two investment 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. Based on data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus target price of $115.91.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $96.24 on Friday. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock’s fifty day simple moving average is $85.83 and its two-hundred day simple moving average is $104.40. Netflix has a 1-year low of $75.01 and a 1-year high of $134.12. The stock has a market cap of $406.34 billion, a PE ratio of 38.08, a price-to-earnings-growth ratio of 1.71 and a beta of 1.68.

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. The firm had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts forecast that Netflix will post 24.58 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CFO Spencer Adam Neumann sold 9,248 shares of Netflix stock in a transaction that occurred on 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 transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $5,996,669.49. The trade was a 11.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the sale, the insider directly owned 316,100 shares in the company, valued at $27,851,571. The trade was a 6.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,023,693 shares of company stock worth $89,186,891 in the last 90 days. 1.37% of the stock is currently owned by company insiders.

Institutional Trading of Netflix

Institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in shares of Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after buying an additional 142,238 shares during the last quarter. CIBC Capital Markets Europe S.A. grew its position in Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after acquiring an additional 42,000 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its position in Netflix by 6.6% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock worth $362,292,000 after acquiring an additional 18,837 shares during the period. NEOS Investment Management LLC increased its stake in Netflix by 64.6% during the third quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock worth $212,565,000 after acquiring an additional 69,570 shares during the last quarter. Finally, Bornite Capital Management LP purchased a new stake in Netflix in the third quarter valued at $29,973,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

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.