Netflix (NASDAQ:NFLX) Given New $95.00 Price Target at Rosenblatt Securities

Netflix (NASDAQ:NFLX) had its target price raised by Rosenblatt Securities from $94.00 to $95.00 in a research note issued to investors on Friday morning, MarketBeat Ratings reports. They currently have a neutral rating on the Internet television network’s stock.

A number of other research analysts have also recently issued reports on the company. Evercore began coverage on Netflix in a research note on Friday. They set an “outperform” rating and a $115.00 price objective for the company. BMO Capital Markets dropped their price target on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. William Blair restated an “outperform” rating on shares of Netflix in a research note on Wednesday, January 21st. Citic Securities decreased their target price on shares of Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a report on Monday, January 26th. Finally, Robert W. Baird cut their price target on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $115.91.

Netflix Stock Up 13.8%

Shares of Netflix stock traded up $11.65 during trading on Friday, hitting $96.24. The company’s stock had a trading volume of 200,367,047 shares, compared to its average volume of 44,207,788. Netflix has a 52 week low of $75.01 and a 52 week high of $134.12. The company has a market capitalization of $406.34 billion, a PE ratio of 38.08, a P/E/G ratio of 1.50 and a beta of 1.71. The company has a fifty day simple moving average of $85.83 and a two-hundred day simple moving average of $104.52. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data 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. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the prior year, the company earned $0.43 earnings per share. The business’s revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts predict that Netflix will post 24.58 earnings per share for the current year.

Insider Activity at Netflix

In other news, insider David A. Hyman sold 23,439 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $88.11, for a total value of $2,065,210.29. Following the transaction, the insider directly owned 316,100 shares in the company, valued at $27,851,571. This trade represents a 6.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CFO Spencer Adam Neumann sold 9,248 shares of Netflix stock in a transaction on Friday, February 6th. The stock was sold at an average price of $81.27, for a total value of $751,584.96. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $5,996,669.49. The trade was a 11.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,399,163 shares of company stock valued at $129,899,103 over the last quarter. 1.37% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Imprint Wealth LLC purchased a new stake in Netflix during the third quarter valued at approximately $25,000. Legacy Investment Solutions LLC bought a new stake in shares of Netflix during the 2nd quarter valued at $31,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix during the 3rd quarter valued at $28,000. Steph & Co. increased its stake in shares of Netflix by 188.9% in the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after purchasing an additional 17 shares in the last quarter. Finally, Bare Financial Services Inc raised its holdings in Netflix by 93.3% in the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares during the period. 80.93% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix formally declined to match Paramount Skydance’s higher offer for Warner Bros., ending the bidding war and securing a large breakup / termination payment that preserves cash and avoids taking on a complex, debt‑heavy asset. Netflix Receives Termination Fee After WBD Deal Collapse
• Positive Sentiment: Investors cheered the exit as it reduces near‑term strategic risk and potential integration headaches; commentators and analysts framed the decision as disciplined capital allocation, which helped lift shares. Netflix, Paramount shares jump as months-long fight for Warner ends
• Positive Sentiment: Regulatory and political risk eased — a planned Senate antitrust hearing tied to the deal was canceled after Netflix withdrew, removing a headline risk that would have attracted more scrutiny. After Netflix Drops Warner Bros. Bid, GOP Senator Cancels Planned Antitrust Hearing
• Positive Sentiment: Analysts and brokers responded with upgrades and higher price targets (Wolfe, Arete, Evercore coverage appears), supporting the rally and signaling refreshed bullish conviction. Wolfe Research adjusts price target on Netflix to $110 from $95; maintains outperform
• Positive Sentiment: Operational news also helped sentiment: Netflix expanded live sports/content reach by partnering with Apple to co‑broadcast the Canadian F1 Grand Prix, reinforcing content momentum outside M&A headlines. Apple and Netflix team up to air Formula 1 Canadian Grand Prix
• Neutral Sentiment: Market structure changed: Paramount Skydance looks set to win the Warner Bros. deal, which removes one strategic path for Netflix but also eliminates a costly contest; outcome may affect industry dynamics long‑term rather than Netflix’s near‑term earnings. Project Warrior: How Paramount beat Netflix in $110bn battle for Warner
• Negative Sentiment: Some opinion pieces warn of political/antitrust fallout and reputational/strategic implications from the episode (claims the fight became politicized and that Netflix’s positioning could invite scrutiny). These narratives could re‑emerge if Netflix pursues other large deals. Opinion | Why Netflix Lost Warner to Paramount

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.