Netflix (NASDAQ:NFLX) Trading 2.9% Higher After Analyst Upgrade

Netflix, Inc. (NASDAQ:NFLX) traded up 2.9% during trading on Tuesday after Deutsche Bank Aktiengesellschaft raised their price target on the stock from $98.00 to $100.00. Deutsche Bank Aktiengesellschaft currently has a hold rating on the stock. Netflix traded as high as $106.57 and last traded at $106.17. 40,198,764 shares changed hands during mid-day trading, a decline of 15% from the average session volume of 47,475,516 shares. The stock had previously closed at $103.16.

NFLX has been the subject of several other research reports. Piper Sandler reissued a “positive” rating and issued a $103.00 price target (down from $140.00) on shares of Netflix in a research note on Wednesday, January 21st. The Goldman Sachs Group raised Netflix from a “neutral” rating to a “buy” rating in a research note on Monday. TD Cowen lowered their price target on Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. DZ Bank reaffirmed a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Finally, Moffett Nathanson upped their target price on Netflix from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $115.80.

Insider Activity

In other Netflix news, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the sale, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. This represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,166,933.60. The trade was a 18.27% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. Insiders own 1.37% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple bullish analyst actions and price-target raises signal improved Wall Street conviction (Goldman Sachs upgraded to Buy with a $120 target; Wedbush, Moffett Nathanson and others have raised targets). These notes highlight ad-revenue upside and margin expansion expectations. Goldman Sachs upgrade
• Positive Sentiment: KeyBanc and other analysts say Netflix’s ad-supported tier is scaling faster than expected and could materially boost revenue and margins, supporting higher near-term forecasts. KeyBanc report
• Positive Sentiment: Unusually large call-option buying (over 900k calls traded, ~62% above average) suggests speculative bullish positioning ahead of earnings and potential upside surprises.
• Neutral Sentiment: Market consensus and previews expect a solid Q1: analysts forecast ~15% revenue growth, ad revenue potentially >$3B and modest EPS beats—earnings release on April 16 is the immediate catalyst. Q1 preview
• Neutral Sentiment: Positive narrative pieces (The Motley Fool, Zacks, 247WallSt) argue Netflix still has international growth runway and pricing/ad mix to improve margins long term — supportive for buy-and-hold investors but dependent on execution. Fool analysis
• Neutral Sentiment: Corporate/industry items: co-founder Marc Randolph joined Oh YAAS as an advisor (not material to Netflix fundamentals) and CEO Ted Sarandos’ outreach to cinema owners signals strategic focus on theatrical windows for select titles. BusinessWire
• Negative Sentiment: Some cautionary notes remain: Deutsche Bank keeps a Hold with a $100 target (below current levels), reflecting valuation risk if execution or ad growth disappoints. Deutsche Bank note
• Negative Sentiment: Corporate insider headlines (large option gains for co-founder/execs reported) can attract short-term scrutiny on governance/insider timing even if they aren’t direct operational negatives. Insider gains report

Institutional Investors Weigh In On Netflix

Several hedge funds have recently modified their holdings of the business. Natural Investments LLC boosted its position in shares of Netflix by 0.5% in the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock valued at $1,999,000 after acquiring an additional 9 shares during the period. Hengehold Capital Management LLC boosted its position in shares of Netflix by 3.3% in the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after acquiring an additional 9 shares during the period. Financial Partners Group Inc boosted its position in shares of Netflix by 0.9% in the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after acquiring an additional 9 shares during the period. Seascape Capital Management boosted its position in shares of Netflix by 1.6% in the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock valued at $681,000 after acquiring an additional 9 shares during the period. Finally, Crews Bank & Trust boosted its position in shares of Netflix by 5.8% in the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock valued at $197,000 after acquiring an additional 9 shares during the period. 80.93% of the stock is owned by institutional investors.

Netflix Stock Up 2.9%

The firm has a 50-day moving average price of $90.28 and a two-hundred day moving average price of $98.84. 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 company has a market capitalization of $448.27 billion, a P/E ratio of 42.01, a PEG ratio of 1.56 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The firm had revenue of $12.05 billion for 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%. The business’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

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.