Netflix, Inc. (NASDAQ:NFLX) Stock Now Rated “Moderate Buy” by Sell-Side Brokerages

Netflix, Inc. (NASDAQ:NFLX) has received an average recommendation of “Moderate Buy” from the fifty-six research firms that are covering the company, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, seventeen have given a hold rating, thirty-five have issued a buy rating and two have issued a strong buy rating on the company. The average twelve-month target price among analysts that have issued ratings on the stock in the last year is $89.59.

A number of analysts recently commented on NFLX shares. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $80.00 price objective (down from $95.00) on shares of Netflix in a research note on Wednesday. Oppenheimer reissued an “outperform” rating and issued a $80.00 target price (down from $85.00) on shares of Netflix in a research note on Wednesday. Bank of America reduced their target price on shares of Netflix from $105.00 to $90.00 and set a “buy” rating on the stock in a report on Wednesday, October 21st. JPMorgan Chase & Co. decreased their price target on shares of Netflix from $85.00 to $81.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 21st. Finally, Canaccord Genuity Group set a $110.00 price target on shares of Netflix in a report on Wednesday.

Insider Buying and Selling at Netflix

In related news, Director Richard Barton sold 720 shares of the company’s stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $75.27, for a total value of $54,194.40. Following the completion of the transaction, the director directly owned 2,460 shares in the company, valued at approximately $185,164.20. This represents a 22.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David Hyman sold 5,723 shares of Netflix stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $72.85, for a total value of $416,920.55. Following the completion of the sale, the insider owned 316,100 shares of the company’s stock, valued at $23,027,885. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 179,045 shares of company stock valued at $13,132,194. 1.24% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Netflix

Large investors have recently bought and sold shares of the stock. Townsend & Associates Inc purchased a new stake in shares of Netflix during the 3rd quarter valued at $202,000. Aries Wealth Management increased its holdings in shares of Netflix by 39.3% during the 3rd quarter. Aries Wealth Management now owns 16,810 shares of the Internet television network’s stock worth $1,170,000 after buying an additional 4,740 shares during the last quarter. Helium Advisors LLC increased its holdings in shares of Netflix by 22.4% during the 3rd quarter. Helium Advisors LLC now owns 4,603 shares of the Internet television network’s stock worth $320,000 after buying an additional 843 shares during the last quarter. Hedeker Wealth LLC raised its position in shares of Netflix by 4.3% in the 3rd quarter. Hedeker Wealth LLC now owns 10,773 shares of the Internet television network’s stock worth $750,000 after buying an additional 442 shares during the period. Finally, Kingswood Wealth Advisors LLC raised its position in shares of Netflix by 13.1% in the 3rd quarter. Kingswood Wealth Advisors LLC now owns 69,917 shares of the Internet television network’s stock worth $4,865,000 after buying an additional 8,113 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $65.85 on Wednesday. The business’s fifty day moving average price is $74.27 and its two-hundred day moving average price is $79.50. The stock has a market cap of $270.40 billion, a PE ratio of 19.03, a price-to-earnings-growth ratio of 0.96 and a beta of 1.62. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.07 and a current ratio of 1.07. Netflix has a one year low of $64.10 and a one year high of $116.73.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.82 by $0.05. Netflix had a return on equity of 42.69% and a net margin of 29.69%. The company had revenue of $12.87 billion during the quarter, compared to analysts’ expectations of $12.87 billion. During the same period in the previous year, the firm posted $0.59 earnings per share. The business’s revenue for the quarter was up 11.9% compared to the same quarter last year. On average, analysts forecast that Netflix will post 3.59 EPS for the current fiscal year.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix reported third-quarter EPS of $0.87, ahead of the $0.82 consensus estimate, while revenue reached $12.87 billion. Operating margin rose to 34.6%, supporting the argument that the core streaming business remains highly profitable. Can Netflix Stock Hold Margin Gains as Content Spending Keeps Growing?
• Positive Sentiment: Longer-term bulls argue that Netflix’s profitability, systematic share repurchases, local-language content, and continued subscriber retention could create meaningful upside after the sell-off. Bill Ackman has also returned to the stock and expects annualized returns above 20%. Bill Ackman Lost $400 Million on Netflix
• Positive Sentiment: Ark Invest’s Cathie Wood bought 18,000 Netflix shares, signaling that some growth-oriented investors view the two-year-low valuation as an opportunity. Cathie Wood Just Bought Netflix Stock
• Neutral Sentiment: Netflix is reportedly planning layoffs at its Bay Area headquarters. The cuts could reduce costs, but they also raise questions about operating priorities and employee productivity. Netflix Stock Slips as Layoffs Hit Bay Area Headquarters
• Neutral Sentiment: Paramount Skydance’s completed merger highlights intensifying competition for scale and content across the entertainment industry, potentially increasing pressure on Netflix to sustain its content advantage. Could Skydance Be Bigger Than Disney?
• Negative Sentiment: Management reduced its 2026 advertising-revenue outlook to approximately $2.7 billion from about $3 billion. Softer ad growth undermines a major part of Netflix’s expansion thesis and overshadowed the earnings beat. Netflix Cut Its 2026 Ad Forecast by $300 Million
• Negative Sentiment: Disappointing fourth-quarter revenue guidance and decelerating growth have led investors to discount the strong quarterly results. Netflix’s reduced 2026 free-cash-flow outlook is another concern as content spending continues to rise. Netflix Has Lower FCF Guidance
• Negative Sentiment: Several analysts lowered their price targets or ratings after the report. One fair-value estimate fell from $92.62 to $86.24, while UBS, Guggenheim, and Needham adopted more cautious views. Netflix Stock Fair Value Falls After Cautious Q3 Analyst Revisions
• Negative Sentiment: Reports indicate viewing time is declining even though subscribers are staying, suggesting weaker engagement. YouTube and lower-cost streaming alternatives may also be contributing to slower revenue growth. Netflix Is Losing Viewers

Netflix Company Profile

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.