Netflix (NASDAQ:NFLX) Stock Price Up 1.5% on Analyst Upgrade

Netflix, Inc. (NASDAQ:NFLX) shares were up 1.5% during trading on Wednesday after Erste Group Bank upgraded the stock from a hold rating to a buy rating. The stock traded as high as $92.52 and last traded at $92.28. Approximately 29,347,773 shares changed hands during trading, a decline of 41% from the average daily volume of 49,908,090 shares. The stock had previously closed at $90.92.

A number of other research analysts also recently issued reports on the company. Jefferies Financial Group reaffirmed a “buy” rating on shares of Netflix in a report on Friday, February 27th. Guggenheim reduced their price objective on Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Evercore started coverage on Netflix in a research report on Friday, February 27th. They issued an “outperform” rating and a $115.00 target price for the company. Oppenheimer set a $125.00 target price on shares of Netflix and gave the company an “outperform” rating in a research note on Wednesday, January 21st. Finally, Pivotal Research dropped their price target on shares of Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

Insider Buying and Selling at Netflix

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $97.00, for a total value of $2,777,110.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,157,339. This trade represents a 27.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last ninety days. 1.37% of the stock is currently owned by company insiders.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases should lift ARPU and near‑term revenue as Netflix explicitly said the hikes will help fund expanded programming (video podcasts, live sports). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Erste Group raised its rating/forecasts for Netflix (Buy, slightly higher FY2026–FY2027 EPS), backing a bullish case that the company can convert higher pricing into profits. Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and audience wins (large live-event viewership) support non-subscription revenue growth and monetization upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Official new price points: ad‑supported $8.99 (+$1), standard $19.99 (+$2), premium $26.99 (+$2) — the impact depends on churn elasticity and timing of revenue recognition. Netflix confirms it’s raising prices again
• Neutral Sentiment: Live sports and branded events (e.g., MLB tie‑ins, big concert livestreams) are generating buzz and some incremental viewership, but monetization cadence and costs remain to be proven. Major League Baseball Event Gives Netflix Stock (NASDAQ:NFLX) a Small Boost
• Negative Sentiment: “Stream‑flation” — repeated price hikes industry‑wide — risks accelerating churn or pushing viewers to free/cheaper alternatives (YouTube, ad‑supported services). This is a structural headwind to long‑term subscriber retention. Netflix is raising prices again, and stream-flation shows no signs of slowing
• Negative Sentiment: Valuation and margin pressure concerns: some analysts and writeups warn Netflix’s multiple looks stretched given heavy early‑2026 content spending and slower growth expectations. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Rising content investment to support new formats (live events, podcasts) increases near‑term cash burn and execution risk if incremental revenue doesn’t cover higher costs. Netflix Hikes Prices For All Plans As Content Spending Surges

Hedge Funds Weigh In On Netflix

Several large investors have recently added to or reduced their stakes in NFLX. First Financial Corp IN lifted its stake in shares of Netflix by 900.0% during the 4th 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 stake in Netflix by 885.2% in the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after buying an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. raised its holdings in 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 valued at $25,000 after acquiring an additional 268 shares during the period. Imprint Wealth LLC bought a new stake in Netflix during the third quarter valued at about $25,000. Finally, Cornerstone Financial Management LLC purchased a new position in shares of Netflix in the fourth quarter valued at about $26,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Stock Up 1.1%

The firm has a market capitalization of $394.01 billion, a PE ratio of 36.93, a P/E/G ratio of 1.41 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The company has a 50-day moving average price of $87.14 and a 200 day moving average price of $100.82.

Netflix (NASDAQ:NFLX) last released 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 analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the business posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.