Netflix, Inc. (NASDAQ:NFLX) Receives $127.13 Average PT from Analysts

Shares of Netflix, Inc. (NASDAQ:NFLX) have earned an average rating of “Moderate Buy” from the fifty-one analysts that are presently covering the company, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, seventeen have given a hold recommendation, thirty-two have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $118.6293.

A number of equities research analysts have recently weighed in on NFLX shares. William Blair reaffirmed an “outperform” rating on shares of Netflix in a research note on Wednesday. KeyCorp set a $110.00 price objective on Netflix and gave the company an “overweight” rating in a research report on Friday, January 16th. Huber Research downgraded Netflix to a “buy” rating in a report on Friday, December 5th. Needham & Company LLC lowered their target price on Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Morgan Stanley set a $110.00 price target on Netflix and gave the company an “overweight” rating in a research report on Wednesday.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Solid quarter and subscriber milestone — Netflix beat Q4 revenue/earnings estimates modestly and surpassed ~325 million paid subscribers, which supports the base streaming growth story and cash generation outlook. Netflix Just Topped 325 Million Subscribers
• Positive Sentiment: Institutional buying and options activity — Large call-volume and reported purchases by funds (e.g., ARK) show pockets of bullish positioning that can prop short-term upside amid the noise. Cathie Wood Loads Up on Netflix
• Neutral Sentiment: Mixed analyst commentary — Some firms reaffirm bullish views (e.g., Bernstein) while others trim targets; consensus remains split between “buy” and cautious views as models are re-run to account for the WBD deal and slower guidance. Analysts Share Mixed Remarks on Netflix
• Negative Sentiment: Acquisition battle and regulatory uncertainty — The takeover fight for Warner Bros. (Netflix’s ~$82.7B all-cash offer vs. Paramount/Skydance counterpressure) is escalating; that contest raises antitrust and financing risk and is the primary driver of investor caution. Netflix says Paramount bid ‘doesn’t pass sniff test’
• Negative Sentiment: All-cash structure and financing impact — Netflix amended the WBD offer to all cash and suspended buybacks, increasing near-term cash needs and removing a prior EPS support; that elevates leverage/financial risk if the deal proceeds. Netflix Just Upped Its Bid for Warner Bros. to All Cash
• Negative Sentiment: Analysts cut targets and warn on guidance — Multiple shops lowered price targets or issued cautious notes after Q4 and the WBD bid (Baird, TD Cowen, HSBC and others), pressuring sentiment and weighing on valuation. Baird Adjusts Price Target on Netflix
• Negative Sentiment: Political/regulatory spotlight — Netflix executives will face hearings (Senate testimony reported), raising the chance of regulatory hurdles and prolonging deal uncertainty. Sarandos to Testify in Senate Hearing
• Negative Sentiment: Market-level re-rating — Despite solid results, the stock remains well below its 2025 highs as investors price in slower growth and deal risk; that macro re-pricing is keeping volatility elevated. Netflix Stock Drops 35%+ After Q4 as WBD Deal Risk Rises

Netflix Price Performance

Shares of NFLX stock opened at $86.14 on Monday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.33 and a current ratio of 1.19. Netflix has a fifty-two week low of $81.93 and a fifty-two week high of $134.12. The firm has a market cap of $365.01 billion, a P/E ratio of 34.09, a P/E/G ratio of 1.48 and a beta of 1.71. The business’s 50 day moving average price is $96.20 and its 200-day moving average price is $111.42.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts anticipate that Netflix will post 24.58 earnings per share for the current year.

Insider Activity

In related news, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the sale, the insider owned 316,100 shares of the company’s stock, valued at $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Cletus R. Willems sold 2,380 shares of the firm’s stock in a transaction that occurred on Thursday, November 6th. The shares were sold at an average price of $110.03, for a total transaction of $261,878.54. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,653,599 shares of company stock worth $173,141,263. 1.37% of the stock is currently owned by corporate insiders.

Institutional Trading of Netflix

A number of hedge funds have recently made changes to their positions in NFLX. BG Investment Services Inc. purchased a new position in Netflix during the second quarter valued at approximately $338,000. Sava Infond d.o.o. increased its stake in shares of Netflix by 25.1% in the second quarter. Sava Infond d.o.o. now owns 1,495 shares of the Internet television network’s stock worth $2,002,000 after purchasing an additional 300 shares in the last quarter. McGlone Suttner Wealth Management Inc. raised its position in shares of Netflix by 1.4% during the 2nd quarter. McGlone Suttner Wealth Management Inc. now owns 989 shares of the Internet television network’s stock valued at $1,324,000 after purchasing an additional 14 shares during the period. Boomfish Wealth Group LLC purchased a new position in shares of Netflix during the 2nd quarter valued at $398,000. Finally, New York Life Investment Management LLC boosted its holdings in Netflix by 1.2% in the 2nd quarter. New York Life Investment Management LLC now owns 57,951 shares of the Internet television network’s stock worth $77,604,000 after buying an additional 664 shares during the period. 80.93% of the stock is owned by institutional investors.

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.