Rothschild & Co Redburn Lowers Netflix (NASDAQ:NFLX) Price Target to $120.00

Netflix (NASDAQ:NFLX) had its price target decreased by equities researchers at Rothschild & Co Redburn from $145.00 to $120.00 in a note issued to investors on Wednesday. The firm currently has a “buy” rating on the Internet television network’s stock. Rothschild & Co Redburn’s price target would suggest a potential upside of 44.09% from the stock’s current price.

A number of other research firms have also recently commented on NFLX. Cfra cut shares of Netflix from a “strong-buy” rating to a “hold” rating and set a $100.00 price target on the stock. in a report on Monday, January 5th. Hsbc Global Res upgraded Netflix to a “strong-buy” rating in a research report on Monday, January 12th. Jefferies Financial Group reissued a “buy” rating on shares of Netflix in a research note on Wednesday. Needham & Company LLC reduced their price objective on Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and an average price target of $121.23.

Netflix Trading Down 4.6%

Netflix stock traded down $3.98 during mid-day trading on Wednesday, hitting $83.28. 76,042,282 shares of the stock were exchanged, compared to its average volume of 50,319,621. Netflix has a 12 month low of $81.93 and a 12 month high of $134.12. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.56. The firm’s fifty day simple moving average is $97.95 and its two-hundred day simple moving average is $112.22. The stock has a market capitalization of $352.89 billion, a price-to-earnings ratio of 34.88 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 41.86% and a net margin of 24.05%.The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the previous year, the firm earned $4.27 earnings per share. The company’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. Analysts forecast that Netflix will post 24.58 EPS for the current year.

Insider Transactions at Netflix

In other news, CEO Gregory K. Peters sold 20,270 shares of the stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $109.57, for a total value of $2,220,943.36. Following the sale, the chief executive officer owned 127,810 shares of the company’s stock, valued at approximately $14,003,886.08. This represents a 13.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Spencer Adam Neumann sold 23,600 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $109.76, for a total value of $2,590,241.60. Following the transaction, the chief financial officer owned 39,310 shares of the company’s stock, valued at approximately $4,314,508.36. The trade was a 37.51% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,653,599 shares of company stock valued at $173,141,263. Company insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Netflix

Large investors have recently added to or reduced their stakes in the company. First Financial Corp IN raised its position in shares of Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. lifted its stake in Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 239 shares in the last quarter. Imprint Wealth LLC acquired a new stake in shares of Netflix during the third quarter worth about $25,000. Retirement Wealth Solutions LLC acquired a new position in shares of Netflix in the third quarter worth $28,000. Finally, MB Levis & Associates LLC increased its holdings in Netflix by 177.8% during the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after purchasing an additional 192 shares during the period. 80.93% of the stock is currently owned by institutional investors.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q4 results beat estimates and subscriber milestone — Netflix reported slightly better‑than‑expected EPS and revenue and said paid memberships topped ~325 million, validating continued subscription growth and content leverage. Reuters: Netflix beats revenue estimates
• Positive Sentiment: Ad business gaining traction — Management flagged advertising revenue topping ~$1.5B in 2025, giving a material, higher‑margin monetization lever beyond subscriptions. Deadline: Ad revenue growth
• Neutral Sentiment: All‑cash Warner Bros amendment — Netflix shifted its WBD offer to an all‑cash structure (same headline price), which can speed shareholder approval and remove stock risk but concentrates the deal’s cash burden on Netflix. That tradeoff is a key uncertainty for valuation. CNBC: All‑cash deal
• Neutral Sentiment: Analysts remain mixed — Many firms reaffirm Buy/Overweight stances but trimmed price targets after the print; Wall Street is parsing longer‑term upside vs. near‑term execution and deal risk. TipRanks: analyst reactions
• Negative Sentiment: Disappointing near‑term guidance — Q1 EPS guidance came in below consensus, which is the primary reason the stock sold off despite the quarter’s beat. Proactive: guidance misses
• Negative Sentiment: Share‑buyback pause and added debt for WBD — Netflix paused repurchases to conserve cash for the acquisition and has arranged additional debt, removing a shareholder‑friendly use of capital and raising financing/margin concerns. TalkMarkets: buyback pause
• Negative Sentiment: Higher content spend and margin pressure — Netflix plans to raise program spending materially in 2026, which could compress near‑term margins even as it targets long‑term growth. Financial Post: content spend
• Negative Sentiment: Analyst price‑target cuts and insider selling amplify downside — Several brokers cut targets after the call and recent insider sales were disclosed, which combined with a risk‑off market amplified the share‑price decline. Finbold: targets cut

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.