Netflix’s (NFLX) “Buy” Rating Reiterated at TD Cowen

TD Cowen reissued their buy rating on shares of Netflix (NASDAQ:NFLX) in a research note published on Wednesday,Benzinga reports. TD Cowen currently has a $100.00 target price on the Internet television network’s stock.

Other equities research analysts have also issued reports about the stock. Seaport Research Partners restated a “buy” rating and set a $90.00 target price on shares of Netflix in a research report on Monday. Wedbush cut their price target on shares of Netflix from $105.00 to $90.00 and set an “outperform” rating for the company in a report on Friday, October 16th. Citigroup reiterated a “buy” rating and issued a $85.00 price objective (down from $100.00) on shares of Netflix in a research note on Wednesday. Rothschild & Co Redburn reduced their price objective on shares of Netflix from $120.00 to $93.00 and set a “buy” rating for the company in a research note on Tuesday, July 21st. Finally, Piper Sandler reissued an “overweight” rating and set a $78.00 price objective (down from $85.00) on shares of Netflix in a report on Wednesday. Three analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and an average price target of $89.59.

Netflix Stock Down 1.8%

NFLX opened at $65.85 on Wednesday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.07 and a quick ratio of 1.14. The business has a 50 day simple moving average of $74.27 and a 200-day simple moving average of $79.64. The stock has a market capitalization of $270.40 billion, a P/E ratio of 22.88, a P/E/G ratio of 0.98 and a beta of 1.62. Netflix has a 12 month low of $64.10 and a 12 month high of $116.73.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share for the quarter, beating analysts’ consensus estimates of $0.82 by $0.05. The firm had revenue of $12.87 billion for the quarter, compared to the consensus estimate of $12.87 billion. Netflix had a return on equity of 42.69% and a net margin of 29.69%. The company’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.59 earnings per share. On average, equities analysts anticipate that Netflix will post 3.59 earnings per share for the current fiscal year.

Insider Transactions at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $73.54, for a total value of $2,008,524.48. Following the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at $8,893,265.74. This represents a 18.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Richard N. Barton sold 720 shares of the stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $75.27, for a total transaction of $54,194.40. Following the completion of the sale, the director owned 2,460 shares in the company, valued at $185,164.20. This represents a 22.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 179,045 shares of company stock worth $13,132,194 in the last 90 days. Insiders own 1.24% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Financial Management Professionals Inc. lifted its stake in Netflix by 4.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 4,663 shares of the Internet television network’s stock valued at $324,000 after buying an additional 205 shares in the last quarter. Samalin Investment Counsel LLC increased its position in Netflix by 5.3% during the third quarter. Samalin Investment Counsel LLC now owns 7,140 shares of the Internet television network’s stock worth $497,000 after buying an additional 360 shares in the last quarter. Orange Investment Advisors Inc. increased its position in Netflix by 24.6% during the third quarter. Orange Investment Advisors Inc. now owns 57,081 shares of the Internet television network’s stock worth $3,972,000 after buying an additional 11,277 shares in the last quarter. Argyle Capital Partners LLC increased its position in Netflix by 13.8% during the third quarter. Argyle Capital Partners LLC now owns 26,293 shares of the Internet television network’s stock worth $1,829,000 after buying an additional 3,182 shares in the last quarter. Finally, Valley National Advisers Inc. raised its holdings in shares of Netflix by 64.6% in the third quarter. Valley National Advisers Inc. now owns 2,364 shares of the Internet television network’s stock worth $164,000 after acquiring an additional 928 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix reported third-quarter EPS of $0.87, ahead of the $0.82 consensus estimate, while revenue reached $12.87 billion. Operating margin rose to 34.6%, supporting the argument that the core streaming business remains highly profitable. Can Netflix Stock Hold Margin Gains as Content Spending Keeps Growing?
• Positive Sentiment: Longer-term bulls argue that Netflix’s profitability, systematic share repurchases, local-language content, and continued subscriber retention could create meaningful upside after the sell-off. Bill Ackman has also returned to the stock and expects annualized returns above 20%. Bill Ackman Lost $400 Million on Netflix
• Positive Sentiment: Ark Invest’s Cathie Wood bought 18,000 Netflix shares, signaling that some growth-oriented investors view the two-year-low valuation as an opportunity. Cathie Wood Just Bought Netflix Stock
• Neutral Sentiment: Netflix is reportedly planning layoffs at its Bay Area headquarters. The cuts could reduce costs, but they also raise questions about operating priorities and employee productivity. Netflix Stock Slips as Layoffs Hit Bay Area Headquarters
• Neutral Sentiment: Paramount Skydance’s completed merger highlights intensifying competition for scale and content across the entertainment industry, potentially increasing pressure on Netflix to sustain its content advantage. Could Skydance Be Bigger Than Disney?
• Negative Sentiment: Management reduced its 2026 advertising-revenue outlook to approximately $2.7 billion from about $3 billion. Softer ad growth undermines a major part of Netflix’s expansion thesis and overshadowed the earnings beat. Netflix Cut Its 2026 Ad Forecast by $300 Million
• Negative Sentiment: Disappointing fourth-quarter revenue guidance and decelerating growth have led investors to discount the strong quarterly results. Netflix’s reduced 2026 free-cash-flow outlook is another concern as content spending continues to rise. Netflix Has Lower FCF Guidance
• Negative Sentiment: Several analysts lowered their price targets or ratings after the report. One fair-value estimate fell from $92.62 to $86.24, while UBS, Guggenheim, and Needham adopted more cautious views. Netflix Stock Fair Value Falls After Cautious Q3 Analyst Revisions
• Negative Sentiment: Reports indicate viewing time is declining even though subscribers are staying, suggesting weaker engagement. YouTube and lower-cost streaming alternatives may also be contributing to slower revenue growth. Netflix Is Losing Viewers

About Netflix

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.