Netflix (NASDAQ:NFLX) Price Target Lowered to $110.00 at Argus

Netflix (NASDAQ:NFLX) had its target price dropped by equities research analysts at Argus from $141.00 to $110.00 in a research report issued on Thursday,MarketScreener reports. The brokerage currently has a “buy” rating on the Internet television network’s stock. Argus’ price objective would indicate a potential upside of 30.63% from the stock’s previous close.

Several other research analysts have also commented on the stock. President Capital raised shares of Netflix from a “neutral” rating to a “buy” rating and set a $130.00 price objective for the company in a research note on Monday, November 3rd. Sanford C. Bernstein decreased their price target on shares of Netflix from $125.00 to $115.00 and set an “outperform” rating for the company in a research report on Wednesday. Wall Street Zen downgraded shares of Netflix from a “buy” rating to a “hold” rating in a research note on Saturday, October 4th. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research note on Wednesday. Finally, HSBC decreased their target price on Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $119.36.

Netflix Trading Down 1.3%

NFLX opened at $84.21 on Thursday. Netflix has a 52 week low of $81.93 and a 52 week 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 business has a fifty day simple moving average of $97.34 and a 200-day simple moving average of $111.91. The firm has a market cap of $356.82 billion, a P/E ratio of 33.92 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 43.96% and a net margin of 24.30%.The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the prior year, the company earned $0.43 EPS. Netflix’s revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities analysts expect that Netflix will post 24.58 earnings per share for the current year.

Insider Activity at Netflix

In other news, Director Bradford L. Smith sold 31,790 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the transaction, the director directly owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Reed Hastings sold 426,290 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the sale, the director directly owned 3,940 shares in the company, valued at $361,179.80. This trade represents a 99.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,653,599 shares of company stock worth $173,141,263 over the last three months. Company insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Netflix

A number of hedge funds have recently modified their holdings of the business. Plancorp LLC lifted its holdings in Netflix by 0.6% in the 2nd quarter. Plancorp LLC now owns 1,278 shares of the Internet television network’s stock valued at $1,711,000 after acquiring an additional 8 shares during the last quarter. Five Oceans Advisors raised its holdings in shares of Netflix by 1.1% in the 2nd quarter. Five Oceans Advisors now owns 751 shares of the Internet television network’s stock worth $1,006,000 after purchasing an additional 8 shares in the last quarter. Old Port Advisors raised its holdings in shares of Netflix by 1.3% in the 2nd quarter. Old Port Advisors now owns 624 shares of the Internet television network’s stock worth $836,000 after purchasing an additional 8 shares in the last quarter. Rosenberg Matthew Hamilton lifted its stake in Netflix by 2.1% during the second quarter. Rosenberg Matthew Hamilton now owns 448 shares of the Internet television network’s stock valued at $600,000 after purchasing an additional 9 shares during the last quarter. Finally, One Day In July LLC boosted its holdings in Netflix by 3.3% during the second quarter. One Day In July LLC now owns 278 shares of the Internet television network’s stock worth $372,000 after buying an additional 9 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q4 results beat expectations modestly and paid memberships topped ~325M, showing the core streaming business still growing. Reuters: Netflix beats revenue estimates
• Positive Sentiment: Advertising is scaling — management said ad revenue topped roughly $1.5B in 2025, creating a meaningful new monetization channel beyond subscriptions. Deadline: Ad revenue update
• Positive Sentiment: Institutional buying visible — ARK/ Cathie Wood disclosed a meaningful purchase of Netflix shares, signaling some investor confidence at these levels. Blockonomi: ARK buys NFLX
• Neutral Sentiment: Netflix amended its WBD offer to an all‑cash structure — this can simplify shareholder approval but concentrates financing risk and makes the bid more binary on closing. MarketWatch: WBD deal analysis
• Neutral Sentiment: Wall Street reaction is mixed: many analysts kept Buy/Overweight ratings but cut price targets — the story is now more about execution and deal risk than last quarter’s headline numbers. TipRanks: analyst roundup
• Negative Sentiment: Guidance disappointed: Q1 EPS guidance came in below Street expectations, which triggered the initial sell‑off despite the quarter’s beat. Proactive: guidance reaction
• Negative Sentiment: Share buybacks paused to conserve cash for the WBD transaction — removes a near‑term shareholder return lever and raises cash‑allocation concerns. TalkMarkets: buyback pause
• Negative Sentiment: Higher content spend and margin pressure: Netflix plans to increase program spending (~10% in 2026), which could compress near‑term margins even as it chases long‑term growth. Financial Post: program spending
• Negative Sentiment: Recent insider selling disclosures add to negative optics as the stock re‑prices amid deal and guidance uncertainty. InsiderTrades: insider sale

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.