Brokerages Set Netflix, Inc. (NASDAQ:NFLX) PT at $116.08

Shares of Netflix, Inc. (NASDAQ:NFLX) have been assigned an average recommendation of “Moderate Buy” from the fifty brokerages that are currently covering the firm, Marketbeat.com reports. Sixteen research analysts have rated the stock with a hold recommendation, thirty-three have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price objective among brokerages that have updated their coverage on the stock in the last year is $116.0805.

Several research firms have weighed in on NFLX. Cfra downgraded shares of Netflix from a “strong-buy” rating to a “hold” rating and set a $100.00 target price on the stock. in a research report on Monday, January 5th. Barclays reiterated a “neutral” rating and set a $110.00 price objective on shares of Netflix in a research note on Friday, December 5th. JPMorgan Chase & Co. cut their target price on Netflix from $127.50 to $124.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 18th. KGI Securities raised Netflix from a “neutral” rating to an “outperform” rating and set a $135.00 price target for the company in a research report on Monday, November 3rd. Finally, Robert W. Baird dropped their price target on Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research note on Friday, January 23rd.

Netflix Stock Up 1.3%

Shares of NFLX stock opened at $76.87 on Friday. The stock’s fifty day moving average price is $88.67 and its 200 day moving average price is $106.99. Netflix has a 1-year low of $75.23 and a 1-year high of $134.12. The company has a market cap of $324.56 billion, a price-to-earnings ratio of 30.42, a price-to-earnings-growth ratio of 1.37 and a beta of 1.71. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping 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 business had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter last year, the company earned $0.43 earnings per share. The company’s quarterly revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, research analysts expect that Netflix will post 24.58 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Netflix news, Director Reed Hastings sold 426,290 shares of Netflix stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. The trade was a 99.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the sale, the director owned 79,690 shares in the company, valued at $7,081,253.40. The trade was a 28.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,399,163 shares of company stock worth $129,899,103 in the last quarter. 1.37% of the stock is currently owned by corporate insiders.

Institutional Trading of Netflix

A number of hedge funds have recently modified their holdings of the stock. First Financial Corp IN increased its holdings in shares of Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. increased its holdings in Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after buying an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. raised its position in shares of Netflix by 13,400.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 268 shares during the period. Imprint Wealth LLC purchased a new stake in shares of Netflix during the 3rd quarter worth about $25,000. Finally, Jessup Wealth Management Inc acquired a new stake in shares of Netflix during the 4th quarter valued at about $27,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts see meaningful upside vs. current levels — some outlets highlight as much as ~55% upside, framing the pullback as a buying opportunity if deal risk fades. Analysts See 55% Upside for Netflix Despite $77 Share Price
• Positive Sentiment: Long-term investors remain committed — Loomis Sayles’ Global Growth Fund reiterated its structural thesis on Netflix, supporting a buy-the-dip narrative among some institutions. Loomis Sayles Maintains Structural Investment Thesis for Netflix
• Positive Sentiment: Recent quarterly results still support fundamentals — Netflix beat EPS/revenue in January and continues to show solid revenue growth and margins, a reason some investors treat the sell-off as temporary. Netflix Latest Earnings & Profile
• Neutral Sentiment: Options and trading activity ramping — increased call activity and options trade write-ups point to tactical, event-driven positioning rather than a clear directional vote. Traders may be using volatility to set up leveraged bets. Netflix Stock Pulls Back, Calls Heat Up
• Negative Sentiment: Paramount’s improved bid raises the odds WBD could accept an alternative to Netflix — Paramount sweetened its offer (ticking fees, covering break-up costs), increasing the likelihood Netflix loses the deal and adding takeover-execution risk. Paramount Sweetens Warner Bros Bid
• Negative Sentiment: Activist pressure at Warner Bros. Discovery is ramping — Ancora and other investors are opposing the Netflix deal and backing alternatives, which heightens uncertainty and market volatility around NFLX until the WBD process resolves. Ancora Capital Builds Stake in Warner Bros
• Negative Sentiment: Insider selling by senior executives adds to negative sentiment — disclosed sales by CEO Gregory Peters and others have been highlighted by media and can weigh on near-term investor confidence. Gregory Peters Sells Shares of Netflix
• Negative Sentiment: Elevated negative coverage and a fresh 52‑week low amplify downside risk — a wave of stories questioning valuation, deal pricing and industry positioning keeps selling pressure until clarity arrives. Netflix Stock Hits New 52-Week Low

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.