Netflix (NASDAQ:NFLX) Shares Up 1.3% – Still a Buy?

Shares of Netflix, Inc. (NASDAQ:NFLX) traded up 1.3% on Friday . The company traded as high as $77.18 and last traded at $76.87. 42,014,121 shares changed hands during mid-day trading, a decline of 18% from the average session volume of 51,043,805 shares. The stock had previously closed at $75.86.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Several analysts published bullish upside cases (one piece cites ~55% potential upside), arguing the pullback creates a buying opportunity given Netflix’s growth and margins. Analysts See 55% Upside for Netflix Despite $77 Share Price
• Positive Sentiment: Long‑term investors remain supportive — Loomis Sayles’ Global Growth Fund reiterated its structural thesis for Netflix, signaling confidence from active managers that view the pullback as event‑driven. Loomis Sayles Keeps Netflix Thesis
• Positive Sentiment: Recent results still show momentum — Netflix beat January quarter EPS/revenue estimates and set Q1 guidance, reinforcing the company’s revenue growth and profitability thesis that bulls highlight. Netflix profile & earnings summary
• Neutral Sentiment: Analyst consensus remains a “Moderate Buy” on average, reflecting mixed near‑term views but continued Wall Street support for the story absent deal disruption. Average Recommendation: Moderate Buy
• Negative Sentiment: Paramount’s improved bid for Warner Bros. (ticking fees and cover for Netflix’s break‑up cost) materially raises the likelihood Warner switches to Paramount, increasing acquisition execution risk and pressuring NFLX. Paramount sweetens Warner Bros bid
• Negative Sentiment: Activist investor Ancora has built a significant WBD stake and will oppose Netflix’s deal, adding uncertainty to the outcome and keeping the stock vulnerable while the takeover fight continues. Ancora to oppose Netflix‑WBD deal
• Negative Sentiment: Significant insider selling (including filings showing CEO Gregory Peters’ sale) has amplified negative sentiment and may signal near‑term caution, even if some sales are for diversification or liquidity. CEO sale SEC filing
• Negative Sentiment: Coverage highlighting the stock’s drop to new 52‑week lows and investor concern about acquisition pricing has kept downward pressure amid broader tech weakness. Netflix hits 52‑week low

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $100.00 price objective (down previously from $112.00) on shares of Netflix in a research report on Wednesday, January 21st. Canaccord Genuity Group set a $125.00 price target on shares of Netflix and gave the company a “buy” rating in a research note on Wednesday, January 21st. Guggenheim dropped their price objective on shares of Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Argus reduced their target price on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Finally, Barclays reaffirmed a “neutral” rating and issued a $110.00 target price on shares of Netflix in a research report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and sixteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.08.

Netflix Stock Performance

The firm has a market cap of $324.52 billion, a P/E ratio of 30.42, a PEG ratio of 1.41 and a beta of 1.71. 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 company’s 50-day moving average is $89.13 and its two-hundred day moving average is $107.27.

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

Insider Buying and Selling

In related news, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the transaction, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,399,163 shares of company stock valued at $129,899,103 over the last 90 days. 1.37% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in NFLX. One Day In July LLC lifted its stake in Netflix by 3.3% in the 2nd quarter. One Day In July LLC now owns 278 shares of the Internet television network’s stock worth $372,000 after purchasing an additional 9 shares in the last quarter. Able Wealth Management LLC raised its position in Netflix by 1.2% during the second quarter. Able Wealth Management LLC now owns 763 shares of the Internet television network’s stock valued at $1,022,000 after purchasing an additional 9 shares in the last quarter. One Wealth Capital Management LLC boosted its holdings in shares of Netflix by 0.5% in the 2nd quarter. One Wealth Capital Management LLC now owns 1,767 shares of the Internet television network’s stock worth $2,366,000 after purchasing an additional 9 shares in the last quarter. Bell Investment Advisors Inc increased its position in shares of Netflix by 3.1% during the 2nd quarter. Bell Investment Advisors Inc now owns 298 shares of the Internet television network’s stock valued at $399,000 after purchasing an additional 9 shares during the last quarter. Finally, Weaver Consulting Group raised its holdings in shares of Netflix by 4.1% during the 2nd quarter. Weaver Consulting Group now owns 231 shares of the Internet television network’s stock valued at $309,000 after buying an additional 9 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

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.