Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank

Netflix (NASDAQ:NFLX) was upgraded by research analysts at Erste Group Bank from a “hold” rating to a “buy” rating in a research report issued on Tuesday, MarketBeat reports.

Several other equities research analysts have also commented on the company. Evercore initiated coverage on Netflix in a research report on Friday, February 27th. They set an “outperform” rating and a $115.00 target price on the stock. Huber Research upgraded Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. Morgan Stanley set a $110.00 price target on Netflix and gave the company an “overweight” rating in a research note on Wednesday, January 21st. New Street Research cut their price target on Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a report on Thursday, January 22nd. Finally, Guggenheim reduced their price objective on shares of Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $114.35.

Netflix Price Performance

NFLX stock opened at $92.28 on Tuesday. The firm has a market cap of $389.62 billion, a price-to-earnings ratio of 36.52, a PEG ratio of 1.39 and a beta of 1.68. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix has a 12-month low of $75.01 and a 12-month high of $134.12. The company’s fifty day simple moving average is $87.04 and its 200 day simple moving average is $101.04.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating 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 business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the prior year, the firm posted $0.43 earnings per share. The business’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, analysts expect that Netflix will post 24.58 earnings per share for the current year.

Insiders Place Their Bets

In related news, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,157,339. This represents a 27.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the transaction, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,166,933.60. The trade was a 18.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,520,133 shares of company stock worth $137,259,786 over the last three months. Insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Netflix

Large investors have recently modified their holdings of the company. First Financial Corp IN lifted its stake in shares of 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 buying an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. increased its position in shares of Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. increased its position in shares of Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 268 shares in the last quarter. Imprint Wealth LLC acquired a new stake in shares of Netflix in the 3rd quarter worth about $25,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Netflix in the 4th quarter worth about $26,000. 80.93% of the stock is currently owned by institutional investors.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad business accelerating — reports show Netflix’s advertising revenue jumped roughly 2.5x to about $1.5B, driven by AI targeting and global scale, supporting the company’s monetization thesis and near-term revenue upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Positive Sentiment: Huge live-audience engagement — Netflix said the BTS Seoul concert livestream drew 18.4 million global viewers, signaling strong reach for live and event-based programming that can boost subscriptions and ad inventory value. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Ad product expansion — Joey Ai announced premium advertising opportunities on Netflix Canada, indicating continued third‑party interest in Netflix’s ad platform and potential to expand ad revenue internationally. Joey Ai Expands Netflix Advertising Opportunities in Canada
• Positive Sentiment: Analyst backing — recent upgrades and reiterated Outperform ratings (including Erste Group and Bernstein coverage) provide short-term buy-side support and may underpin today’s upward move. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
• Neutral Sentiment: Marketing tie-ins widen reach — a McDonald’s tie-in with the Netflix film “KPop Demon Hunters” is expected to drive mass awareness (analyst suggests big sales for McDonald’s), offering promotional upside for Netflix but limited direct revenue impact. Gonna be golden: These ‘KPop Demon Hunters’ meals could make McDonald’s $100 million
• Neutral Sentiment: Strategic content moves — partnerships like the Warner Music first‑look deal and Netflix walking away from a Warner Bros. acquisition both reshape content strategy; they affect medium‑term growth mix but are mixed for near-term stock direction. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Negative Sentiment: Valuation concerns — analysts note Netflix trades at ~7.3x price/sales and caution that slowing core growth plus heavy early‑2026 content spending could make the multiple look stretched, leaving the stock vulnerable if ad or subscriber momentum softens. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Investor sentiment and Q4 concerns — investor letters and coverage flag lingering sentiment pressure from recent quarters and strategic uncertainty, which can weigh on multiples despite operational progress. Investors’ Concerns Hurt Netflix (NFLX) in Q4

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.