Netflix (NASDAQ:NFLX – Get Free Report) had its price objective lifted by equities researchers at New Street Research from $96.00 to $102.00 in a report issued on Friday,MarketScreener reports. New Street Research’s price objective indicates a potential upside of 4.82% from the company’s current price.
A number of other research analysts also recently weighed in on NFLX. Oppenheimer set a $120.00 price target on Netflix and gave the company an “outperform” rating in a report on Friday. Susquehanna raised Netflix to a “positive” rating and set a $112.00 price objective for the company in a research note on Wednesday, January 21st. HSBC raised their price objective on Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, April 10th. Erste Group Bank raised Netflix from a “hold” rating to a “buy” rating in a research note on Tuesday, March 24th. Finally, Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and fourteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $114.73.
View Our Latest Analysis on NFLX
Netflix Stock Down 9.7%
Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 43.01%. The firm had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. During the same period in the previous year, the company posted $6.61 EPS. The company’s quarterly revenue was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts expect that Netflix will post 24.58 earnings per share for the current year.
Insider Buying and Selling at Netflix
In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of the business’s stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Spencer Adam Neumann sold 57,260 shares of the firm’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. This represents a 43.69% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,487,794 shares of company stock worth $136,255,772 in the last ninety days. Insiders own 1.37% of the company’s stock.
Hedge Funds Weigh In On Netflix
Hedge funds have recently bought and sold shares of the business. Brighton Jones LLC lifted its position in shares of Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after purchasing an additional 257 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Netflix by 16.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the last quarter. Strategic Investment Advisors MI increased its position in Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after buying an additional 228 shares during the period. 80.93% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Q1 results beat expectations — revenue of $12.25B and GAAP EPS of $1.23 topped consensus, driven by subscription pricing, ad revenue growth and margin expansion; these fundamentals underpin many analyst “buy the dip” calls. Q1 results detail
- Positive Sentiment: Longer‑term growth levers remain: management emphasized live sports discussions (NFL interest) and continued ad‑tier expansion; analysts who stayed bullish point to strong cash generation and ad upside. Live sports / NFL rights
- Neutral Sentiment: Product/tech roadmap: Netflix plans a TikTok‑style vertical feed and broader AI use for recommendations — positive for engagement but not an immediate revenue catalyst. TechCrunch: vertical feed
- Negative Sentiment: Q2 guidance disappointed — the company issued Q2 EPS/revenue guidance below consensus (management cited slower near‑term growth and margin pressure), which shifted focus from the quarter to the outlook and trimmed near‑term expectations. Reuters: downbeat Q2 forecast
- Negative Sentiment: Leadership change spooked the market — Reed Hastings announced he will not stand for re‑election to the board, prompting concern about governance continuity amid a strategic pivot after the failed Warner Bros. bid. That exit amplified the selloff. Deadline: Hastings exit
- Negative Sentiment: Analyst reaction and price‑target moves were mixed-to-negative — several firms trimmed targets or moved to neutral/hold citing valuation and near‑term growth deceleration, increasing downward pressure. Invezz: analyst reactions
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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