Netflix (NASDAQ:NFLX) Price Target Raised to $135.00

Netflix (NASDAQ:NFLX) had its price objective raised by Oppenheimer from $125.00 to $135.00 in a report issued on Friday morning,Benzinga reports. The firm currently has an outperform rating on the Internet television network’s stock.

Several other equities research analysts also recently commented on the stock. Evercore assumed coverage on shares of Netflix in a research report on Friday, February 27th. They set an “outperform” rating and a $115.00 target price for the company. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $98.00 price target (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Jefferies Financial Group reiterated a “buy” rating on shares of Netflix in a research note on Friday, February 27th. New Street Research decreased their price objective on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. Finally, Huber Research raised Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and a consensus target price of $114.55.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $93.43 on Friday. Netflix has a twelve month low of $75.01 and a twelve month high of $134.12. The stock’s 50 day moving average is $87.25 and its 200-day moving average is $100.61. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm has a market capitalization of $394.48 billion, a price-to-earnings ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion during 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 was up 17.6% compared to the same quarter last year. During the same quarter last year, the firm posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts forecast that Netflix will post 24.58 EPS for the current fiscal year.

Insider Buying and Selling at Netflix

In other Netflix news, Director Reed Hastings sold 426,290 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares of the company’s stock, valued at approximately $361,179.80. This represents a 99.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider David A. Hyman sold 23,439 shares of the stock in a transaction dated 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 completion of the sale, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,851,571. This trade represents a 6.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,520,133 shares of company stock valued at $137,259,786 in the last quarter. 1.37% of the stock is owned by company insiders.

Institutional Trading of Netflix

A number of institutional investors and hedge funds have recently modified their holdings of NFLX. Vanguard Group Inc. raised its stake in shares of Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after purchasing an additional 351,493,659 shares during the period. State Street Corp boosted its holdings in shares of Netflix by 927.6% in the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock worth $16,574,986,000 after buying an additional 159,578,053 shares during the last quarter. Geode Capital Management LLC grew its position in Netflix by 892.0% during the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after buying an additional 89,558,684 shares during the period. Capital World Investors increased its holdings in Netflix by 859.1% during the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock worth $8,376,656,000 after buying an additional 80,025,890 shares during the last quarter. Finally, Morgan Stanley increased its holdings in Netflix by 903.0% during the fourth quarter. Morgan Stanley now owns 85,349,973 shares of the Internet television network’s stock worth $8,002,414,000 after buying an additional 76,840,318 shares during the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

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.