Barclays Issues Pessimistic Forecast for Netflix (NASDAQ:NFLX) Stock Price

Posted by ABMN Staff on Jul 19th, 2026

Netflix (NASDAQ:NFLX – Get Free Report) had its price objective lowered by research analysts at Barclays from $85.00 to $80.00 in a research note issued on Friday,Benzinga reports. The firm presently has an “equal weight” rating on the Internet television network’s stock. Barclays‘s price objective would suggest a potential upside of 16.03% from the stock’s current price.

Several other equities research analysts have also recently commented on NFLX. Citigroup restated a “buy” rating and set a $100.00 price target (down from $115.00) on shares of Netflix in a research note on Thursday, July 9th. Moffett Nathanson lowered their price objective on shares of Netflix from $120.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, June 17th. Seaport Research Partners boosted their price objective on shares of Netflix from $115.00 to $119.00 and gave the company a “buy” rating in a research note on Friday, April 17th. New Street Research upped their price objective on shares of Netflix from $96.00 to $102.00 in a research report on Friday, April 17th. Finally, Weiss Ratings downgraded shares of Netflix from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, June 26th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and sixteen have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $103.97.

Check Out Our Latest Analysis on NFLX

Netflix Stock Performance

Shares of NFLX stock opened at $68.95 on Friday. The stock’s 50-day moving average price is $80.15 and its 200 day moving average price is $86.90. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The stock has a market capitalization of $290.33 billion, a PE ratio of 21.70, a price-to-earnings-growth ratio of 0.88 and a beta of 1.52. Netflix has a 52-week low of $65.08 and a 52-week high of $126.71.

Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The Internet television network reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. Netflix had a return on equity of 40.83% and a net margin of 28.22%.The company had revenue of $12.56 billion during the quarter, compared to analysts’ expectations of $12.58 billion. During the same period last year, the firm earned $0.72 EPS. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. As a group, equities research analysts forecast that Netflix will post 3.6 EPS for the current year.

Insiders Place Their Bets

In related news, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total transaction of $503,993.76. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at $27,842,088. This represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 386,700 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $85.97, for a total value of $33,244,599.00. Following the completion of the transaction, the director owned 3,940 shares of the company’s stock, valued at $338,721.80. The trade was a 98.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 899,839 shares of company stock worth $80,141,661. Corporate insiders own 1.24% of the company’s stock.

Hedge Funds Weigh In On Netflix

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in Netflix by 912.5% in the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after buying an additional 351,493,659 shares in the last quarter. State Street Corp lifted its position in shares of Netflix by 927.6% during the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after acquiring an additional 159,578,053 shares during the period. Geode Capital Management LLC boosted its stake in shares of Netflix by 892.0% during the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after acquiring an additional 89,558,684 shares in the last quarter. Capital World Investors boosted its stake in shares of Netflix by 859.1% during the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock worth $8,376,656,000 after acquiring an additional 80,025,890 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its holdings in shares of Netflix by 685.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock worth $8,068,882,000 after acquiring an additional 75,107,069 shares during the period. 80.93% of the stock is owned by institutional investors and hedge funds.

Key Netflix News

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Some analysts remain bullish, arguing Netflix still has strong long-term upside from margin expansion, advertising growth, and new engagement-driven content formats. Mark Mahaney Reiterates Buy on Netflix
Positive Sentiment: Supportive commentary highlighted Netflix’s AI, ads, short-form video, and gaming strategy as potential growth catalysts for monetization and engagement. Ad Engagement & Content Opportunities Offer Bullish Edge for NFLX
Neutral Sentiment: Several analysts cut price targets but mostly kept buy/overweight or hold ratings, signaling lower near-term expectations rather than a full thesis break. Laura Martin Maintains Buy on Netflix
Negative Sentiment: Netflix’s weaker Q3 outlook and reduced engagement disclosure sparked concern that growth is slowing and management is becoming less transparent with investors. Netflix third-quarter earnings forecast falls shy of Wall Street expectations
Negative Sentiment: Coverage across the market emphasized the post-earnings selloff, citing a revenue miss, soft guidance, and investor worries about future growth and competition. U.S. Chip Stocks Extend Slide; Netflix Tumbles on Growth Warning

About Netflix

(Get Free Report)

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.