Shares of Netflix, Inc. (NASDAQ:NFLX – Get Free Report) have received a consensus rating of “Moderate Buy” from the fifty-five analysts that are presently covering the firm, Marketbeat reports. Two research analysts have rated the stock with a sell rating, fifteen have given a hold rating, thirty-four have issued a buy rating and four have issued a strong buy rating on the company. The average 1 year price target among analysts that have issued ratings on the stock in the last year is $95.27.
NFLX has been the topic of several analyst reports. Wedbush decreased their price target on shares of Netflix from $118.00 to $105.00 and set an “outperform” rating on the stock in a research note on Friday, July 17th. The Goldman Sachs Group downgraded shares of Netflix from an “underweight” rating to a “sell” rating in a research note on Monday, July 20th. Wells Fargo & Company downgraded shares of Netflix from a “neutral” rating to an “underweight” rating and reduced their price objective for the company from $80.00 to $57.00 in a research note on Friday, September 18th. CICC Research decreased their target price on shares of Netflix from $110.00 to $90.00 and set an “outperform” rating on the stock in a research report on Tuesday, July 21st. Finally, TD Cowen initiated coverage on shares of Netflix in a research note on Tuesday. They issued a “buy” rating for the company.
Get Our Latest Stock Report on Netflix
Netflix Stock Performance
Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The Internet television network reported $0.80 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The business had revenue of $12.56 billion for the quarter, compared to analyst estimates of $12.58 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The business’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same quarter last year, the company earned $0.72 earnings per share. As a group, analysts predict that Netflix will post 3.59 earnings per share for the current fiscal year.
Insider Activity at Netflix
In other news, CEO Theodore Sarandos sold 105,850 shares of the firm’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $73.03, for a total transaction of $7,730,225.50. Following the sale, the chief executive officer owned 206,266 shares in the company, valued at $15,063,605.98. This trade represents a 33.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Neumann sold 9,248 shares of Netflix stock in a transaction on Monday, August 10th. The shares were sold at an average price of $75.79, for a total value of $700,905.92. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $5,592,316.73. This represents a 11.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 179,045 shares of company stock worth $13,132,194. Company insiders own 1.24% of the company’s stock.
Institutional Trading of Netflix
A number of hedge funds have recently added to or reduced their stakes in NFLX. Miller Global Investments LLC lifted its stake in shares of Netflix by 174.0% in the 3rd quarter. Miller Global Investments LLC now owns 1,096 shares of the Internet television network’s stock valued at $76,000 after purchasing an additional 696 shares during the last quarter. Polaris Financial Partners acquired a new position in Netflix during the third quarter worth $2,677,000. Boltwood Capital Management increased its position in Netflix by 4.2% during the third quarter. Boltwood Capital Management now owns 6,929 shares of the Internet television network’s stock worth $482,000 after buying an additional 282 shares during the last quarter. CX Institutional raised its holdings in Netflix by 7.8% during the third quarter. CX Institutional now owns 25,098 shares of the Internet television network’s stock valued at $1,746,000 after buying an additional 1,808 shares in the last quarter. Finally, Versant Capital Management Inc raised its holdings in Netflix by 25.1% during the third quarter. Versant Capital Management Inc now owns 15,533 shares of the Internet television network’s stock valued at $1,081,000 after buying an additional 3,119 shares in the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.
Netflix News Summary
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Deutsche Bank upgraded Netflix to Buy, arguing that investors may be underestimating the company’s international growth opportunity. The analyst also sees artificial intelligence as more likely to support Netflix than disrupt it, despite lowering the price target. Netflix Stock Just Got a Stunning Upgrade After a Brutal 2026 Selloff
- Positive Sentiment: Netflix is expanding live programming, games, video podcasts and its advertising tier to increase viewing and diversify growth. These initiatives could help counter YouTube and improve engagement over time. Netflix Leans on Live TV as YouTube Competition Threatens Growth, Analysts Weigh In
- Neutral Sentiment: Netflix is scheduled to report third-quarter results on October 20. The stock has declined after each of its past four reports, with three of those drops driven primarily by forward guidance rather than the reported quarter, increasing the importance of management’s outlook. Netflix Reports Oct. 20. Its Stock Has Fallen After Each of Its Last 4 Reports.
- Negative Sentiment: Co-CEO Ted Sarandos acknowledged that Netflix is not growing as quickly as he wants. Viewership increased only 2% during the first half of 2026, raising concerns that the company is struggling to sustain engagement. Netflix co-CEO says streaming giant isn’t growing as fast as he wants
- Negative Sentiment: Analysts have cited Netflix’s loss of attention to YouTube, weak engagement trends and its worst Emmy showing in a decade. Investors are also questioning whether newer initiatives are diluting focus from the original programming that drives the platform. Why Netflix Lost 14% in September
- Negative Sentiment: The stock has fallen sharply during 2026, while its price-to-earnings multiple has contracted about 40% since the start of the year. The valuation reset reflects investor concern that Netflix’s strongest growth phase may be ending.
About Netflix
Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that operates a subscription-based streaming service. It offers a broad range of television series, films, documentaries, and other programming, including original productions developed under the Netflix brand and licensed content from third-party studios.
The company also provides advertising-supported viewing options in some markets and has expanded into related entertainment categories, including mobile and cloud-based games, live programming, and consumer products associated with selected titles.
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