Netflix (NASDAQ:NFLX – Free Report) had its price objective hoisted by Deutsche Bank Aktiengesellschaft from $98.00 to $100.00 in a research note released on Tuesday morning,MarketScreener reports. Deutsche Bank Aktiengesellschaft currently has a hold rating on the Internet television network’s stock.
A number of other equities research analysts have also weighed in on the company. Rosenblatt Securities raised their price objective on Netflix from $95.00 to $96.00 and gave the company a “neutral” rating in a research note on Monday, April 6th. Morgan Stanley upped their target price on Netflix from $110.00 to $115.00 and gave the company an “overweight” rating in a research report on Thursday, April 9th. Bank of America reduced their target price on Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Citizens Jmp began coverage on shares of Netflix in a research note on Monday, March 30th. They issued a “market perform” rating for the company. Finally, Citic Securities cut their price target on shares of Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a report on Monday, January 26th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Netflix presently has an average rating of “Moderate Buy” and an average target price of $115.80.
Get Our Latest Analysis on Netflix
Netflix Stock Performance
Netflix (NASDAQ:NFLX – Get Free Report) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.47. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. During the same period last year, the firm earned $6.61 earnings per share. The company’s revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, research analysts anticipate that Netflix will post 24.58 earnings per share for the current fiscal year.
Insider Transactions at Netflix
In other news, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the sale, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Spencer Adam Neumann sold 57,260 shares of the company’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,487,794 shares of company stock worth $136,255,772 in the last quarter. Insiders own 1.37% of the company’s stock.
Institutional Trading of Netflix
A number of institutional investors and hedge funds have recently modified their holdings of the business. Tactive Advisors LLC lifted its position in shares of Netflix by 18.0% in the 1st quarter. Tactive Advisors LLC now owns 9,832 shares of the Internet television network’s stock worth $945,000 after buying an additional 1,502 shares during the last quarter. Smith Salley Wealth Management grew its position in shares of Netflix by 6.8% during the 1st quarter. Smith Salley Wealth Management now owns 27,628 shares of the Internet television network’s stock valued at $2,656,000 after buying an additional 1,759 shares during the last quarter. Sunbeam Capital Management LLC grew its position in shares of Netflix by 2.9% during the 1st quarter. Sunbeam Capital Management LLC now owns 8,155 shares of the Internet television network’s stock valued at $784,000 after buying an additional 231 shares during the last quarter. Evolve Private Wealth LLC raised its stake in Netflix by 31.5% during the first quarter. Evolve Private Wealth LLC now owns 32,812 shares of the Internet television network’s stock worth $3,155,000 after acquiring an additional 7,864 shares during the period. Finally, Allegheny Financial Group raised its stake in Netflix by 8.8% during the first quarter. Allegheny Financial Group now owns 7,555 shares of the Internet television network’s stock worth $726,000 after acquiring an additional 611 shares during the period. 80.93% of the stock is owned by institutional investors and hedge funds.
Netflix News Summary
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Q1 results beat expectations — Netflix posted stronger-than-expected revenue (~$12.25B) and EPS (~$1.23), driven by membership/pricing and ad growth; these results reinforce improved profitability trends. Netflix (NFLX) Q1 Earnings and Revenues Surpass Estimates
- Positive Sentiment: One‑time windfall and pricing power boosted profits — Coverage highlights a roughly $2.8B breakup fee from Warner Bros and recent U.S. price hikes as major contributors to the profit beat and higher margins. That cash/earnings boost improves near‑term free cash flow. Netflix shatters profit expectations thanks to price increase and $2.8 billion breakup fee from Warner Bros.
- Positive Sentiment: Ad business and price hikes seen as durable tailwinds — Analysts and coverage note Netflix is monetizing better via ad growth and subscription price increases, potentially creating a multi‑billion dollar uplift over time. Why Netflix is in a win-win position as it continues to hike prices
- Neutral Sentiment: Broader market backdrop was constructive — The market rally heading into the report provided a favorable environment, but macro strength didn’t offset company‑specific reaction to guidance and leadership news. Market Upswell Continues, Full Week in the Green In-Sight
- Negative Sentiment: Soft near‑term guidance hurt sentiment — Netflix issued Q2 EPS guidance below consensus ( ~0.78 vs ~0.84 ) and a cautious near‑term outlook, prompting investors to sell despite the quarter’s beat. Investors Don’t Like Netflix’s Latest Outlook—Or the News that Reed Hastings Is Moving On
- Negative Sentiment: Chairman Reed Hastings to leave board — Hastings won’t stand for re‑election when his term ends in June; investors view the timing of the leadership change as an additional risk during a strategic pivot toward ads and content. Netflix co-founder and chair Reed Hastings to leave board
- Negative Sentiment: After‑hours selloff and de‑risking — Despite the beat, headlines about soft guidance and the board exit triggered an after‑hours decline as traders de‑risked into uncertain near‑term visibility. Coverage documents the selloff and market reaction. Netflix stock falls after company reports earnings, announces Reed Hastings will step down as chairman
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.
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