Netflix, Inc. (NASDAQ:NFLX) Receives $114.82 Consensus Target Price from Analysts

Shares of Netflix, Inc. (NASDAQ:NFLX) have been given a consensus recommendation of “Moderate Buy” by the fifty-one brokerages that are presently covering the company, Marketbeat.com reports. Fifteen investment analysts have rated the stock with a hold recommendation, thirty-four have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 1-year price target among analysts that have covered the stock in the last year is $114.8244.

Several equities research analysts have issued reports on the company. Evercore assumed coverage on Netflix in a research report on Friday, February 27th. They set an “outperform” rating and a $115.00 target price on the stock. Argus dropped their target price on Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a research report on Thursday, January 22nd. Wolfe Research restated an “outperform” rating and set a $107.00 target price on shares of Netflix in a research report on Friday, April 17th. Huber Research upgraded Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. Finally, Piper Sandler restated an “overweight” rating and set a $115.00 target price (up from $103.00) on shares of Netflix in a research report on Friday, April 17th.

Netflix Price Performance

Netflix stock opened at $87.89 on Wednesday. Netflix has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The business’s 50 day simple moving average is $94.99 and its 200 day simple moving average is $96.53. The company has a market cap of $370.09 billion, a price-to-earnings ratio of 28.39, a PEG ratio of 1.17 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.Netflix’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Sell-side analysts forecast that Netflix will post 3.56 EPS for the current year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Company/sector buyback talk could support the stock as shares struggle; buyback capacity is being highlighted for consumer-discretionary names including Netflix. Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?
• Positive Sentiment: Partnerships/distribution items (coverage around AMC) are drawing attention to content-windowing and theatrical ties that could expand reach and monetization. Why Is AMC Entertainment Stock Surging On Tuesday?
• Neutral Sentiment: Macro/strategy view — some analysts argue the first half of the year looks soft but that the bull case hinges on a stronger second half (subscription and monetization tailwinds); this is more forward‑looking than immediate. Netflix’s (NFLX) First Half Is Soft. The Second Half Is Where the Bull Case Lives
• Neutral Sentiment: Company fundamentals: Netflix recently beat Q1 EPS and set Q2 EPS guidance at $0.78; that underpins medium-term confidence even as near-term volatility persists. NFLX Stock Profile & Earnings Summary
• Negative Sentiment: Very large insider selling: director Reed Hastings sold 407,550 shares (~$38M) under a Rule 10b5‑1 plan — a material increase in available supply that traders are pricing in. Reed Hastings Sells 407,550 Shares of Netflix Stock
• Negative Sentiment: Other insider sales: CEO Ted Sarandos and exec David Hyman also sold shares to cover tax obligations tied to awards — multiple insider exits on the same days amplify near‑term selling pressure. Netflix Insider Sells (Sarandos, Hyman)
• Negative Sentiment: Analyst/technical headwinds: several notes flag resistance around ~$100 and lower consensus near-term targets; technical selling and positioning help explain intraday weakness. What’s Going On With Netflix Stock Tuesday?

Insider Activity

In other Netflix news, Director Reed Hastings sold 407,550 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $93.13, for a total transaction of $37,955,131.50. Following the sale, the director owned 3,940 shares in the company, valued at $366,932.20. This represents a 99.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Theodore A. Sarandos sold 27,312 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the completion of the transaction, the chief executive officer directly owned 284,804 shares in the company, valued at approximately $25,054,207.88. The trade was a 8.75% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 1,431,627 shares of company stock valued at $135,647,236. 1.37% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in NFLX. First Financial Corp IN increased its holdings 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 worth $25,000 after purchasing an additional 243 shares during the period. DiNuzzo Private Wealth Inc. increased its stake in Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. increased its stake in Netflix by 13,400.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 268 shares during the last quarter. Imprint Wealth LLC bought a new position in Netflix in the third quarter valued at $25,000. Finally, Cornerstone Financial Management LLC bought a new position in Netflix in the fourth quarter valued at $26,000. Institutional investors own 80.93% of the company’s stock.

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.