Netflix (NASDAQ:NFLX) Trading Up 3.4% Following Analyst Upgrade

Netflix, Inc. (NASDAQ:NFLX)’s share price traded up 3.4% during trading on Tuesday after President Capital raised their price target on the stock from $133.00 to $134.00. President Capital currently has a buy rating on the stock. Netflix traded as high as $96.26 and last traded at $96.15. 53,768,702 shares changed hands during mid-day trading, an increase of 8% from the average session volume of 49,699,340 shares. The stock had previously closed at $92.97.

Several other brokerages have also issued reports on NFLX. Weiss Ratings lowered shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 22nd. Loop Capital set a $104.00 target price on shares of Netflix in a research note on Tuesday, January 27th. Piper Sandler reiterated a “positive” rating and set a $103.00 price target (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Royal Bank Of Canada restated a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, Oppenheimer increased their price objective on shares of Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a research report on Friday, March 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and a consensus target price of $114.57.

Insider Activity at Netflix

In other news, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction on 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 sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. This trade represents a 18.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,520,133 shares of company stock worth $137,259,786 over the last 90 days. 1.37% of the stock is currently owned by corporate insiders.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Company-wide subscription price increases should boost ARPU and near-term revenue; analysts and commentators expect relatively little churn, so the move is being priced as a margin/revenue positive. Netflix Is Raising Prices Again: What It Means for Investors
• Positive Sentiment: Institutional buying and analyst upgrades/positive notes (UBS top-pick, price-target raises) are supporting sentiment and adding bullish momentum. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
• Positive Sentiment: Netflix is pursuing more live-sports inventory (seeking to expand NFL games), which supports both subscriber retention and higher ad revenue potential — a strategic lever for long-term monetization. Netflix (NFLX) Seeks to Expand NFL Streaming Rights to Four Games
• Positive Sentiment: Analysts expect solid Q1 results (profits growth and revenue beat potential); options-implied moves show elevated volatility ahead of earnings, which can amplify price action. What to Expect From Netflix’s Q1 2026 Earnings Report
• Neutral Sentiment: Large M&A headlines (reports about a potential US$42.2B Warner Bros. deal) are circulating; such a deal would be transformational but also raises financing, regulatory and integration questions — market reaction depends on clarity. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline
• Negative Sentiment: Corporate insider selling and executive departures are drawing attention; insider exits can weigh on sentiment even amid institutional accumulation. Institutional Investors Pile Into Netflix Even as Company Executives Head for the Exits
• Negative Sentiment: Content setbacks (reports Netflix lost rights to key Warner Bros. franchises like Harry Potter) are a headwind for long-term franchise-building and could pressure content strategy narratives. Netflix searches for franchises after losing out on Harry Potter

Hedge Funds Weigh In On Netflix

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. increased its stake in Netflix by 0.4% in the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after purchasing an additional 142,238 shares during the period. Contravisory Investment Management Inc. boosted its stake in shares of Netflix by 837.2% during the fourth quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after buying an additional 99,496 shares during the period. Grove Bank & Trust grew its holdings in shares of Netflix by 1,379.8% during the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after buying an additional 23,788 shares during the last quarter. CIBC Capital Markets Europe S.A. increased its position in Netflix by 171.4% in the 3rd quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock valued at $79,732,000 after acquiring an additional 42,000 shares during the period. Finally, NorthCrest Asset Manangement LLC increased its position in Netflix by 2,184.8% in the 4th quarter. NorthCrest Asset Manangement LLC now owns 85,727 shares of the Internet television network’s stock valued at $7,841,000 after acquiring an additional 81,975 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Trading Up 2.4%

The company has a 50 day simple moving average of $87.73 and a 200 day simple moving average of $100.01. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a market capitalization of $413.18 billion, a PE ratio of 38.67, a P/E/G ratio of 1.46 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period last year, the business posted $0.43 EPS. The company’s revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal 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.