Netflix’s (NFLX) “Buy” Rating Reiterated at Guggenheim

Guggenheim restated their buy rating on shares of Netflix (NASDAQ:NFLX) in a research report sent to investors on Tuesday morning,Benzinga reports. The firm currently has a $130.00 target price on the Internet television network’s stock.

A number of other equities analysts have also recently issued reports on the company. Wells Fargo & Company assumed coverage on Netflix in a report on Monday, March 9th. They set an “equal weight” rating and a $105.00 target price for the company. Wedbush raised their price objective on Netflix from $115.00 to $118.00 and gave the company an “outperform” rating in a report on Friday, April 10th. Deutsche Bank Aktiengesellschaft raised their price objective on Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a report on Tuesday. Moffett Nathanson raised their price objective on Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a report on Tuesday. Finally, Phillip Securities upgraded Netflix from a “sell” rating to a “moderate buy” rating and raised their price objective for the company from $95.00 to $100.00 in a report on Monday, January 26th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $115.80.

Netflix Price Performance

NFLX stock opened at $107.79 on Tuesday. The stock has a 50-day moving average price of $91.90 and a two-hundred day moving average price of $98.56. The stock has a market cap of $455.11 billion, a PE ratio of 42.66, a price-to-earnings-growth ratio of 1.58 and a beta of 1.67. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX) last released its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. The firm had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company’s revenue was up 16.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities analysts forecast that Netflix will post 24.58 EPS for the current fiscal year.

Insider Activity

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider David A. Hyman sold 5,727 shares of the firm’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 transaction of $464,230.62. Following the sale, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 1,487,794 shares of company stock valued at $136,255,772. Company insiders own 1.37% of the company’s stock.

Institutional Investors Weigh In On Netflix

Hedge funds have recently bought and sold shares of the stock. Imprint Wealth LLC acquired a new stake in Netflix during the third quarter worth approximately $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix during the third quarter worth approximately $28,000. Steph & Co. lifted its position in Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after acquiring an additional 17 shares during the last quarter. Bare Financial Services Inc raised its position in shares of Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares in the last quarter. Finally, Horizon Financial Services LLC raised its position in shares of Netflix by 480.0% in the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 24 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix News Roundup

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

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.