Netflix (NASDAQ:NFLX) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Netflix (NASDAQ:NFLX) had its price target lifted by Rosenblatt Securities from $94.00 to $95.00 in a report released on Friday,MarketScreener reports. The brokerage presently has a “neutral” rating on the Internet television network’s stock. Rosenblatt Securities’ price objective would indicate a potential upside of 1.36% from the stock’s current price.

A number of other brokerages have also commented on NFLX. Moffett Nathanson decreased their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Piper Sandler reaffirmed a “positive” rating and issued a $103.00 target price (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Susquehanna raised Netflix to a “positive” rating and set a $112.00 price target for the company in a research note on Wednesday, January 21st. Argus decreased their target price on shares of Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a research report on Thursday, January 22nd. Finally, Benchmark restated a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $115.91.

Netflix Stock Up 10.8%

NASDAQ NFLX opened at $93.73 on Friday. The company has a market capitalization of $395.73 billion, a P/E ratio of 36.40, a PEG ratio of 1.47 and a beta of 1.71. Netflix has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The company’s 50 day simple moving average is $85.79 and its 200 day simple moving average is $104.58.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The business 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%.Netflix’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts expect that Netflix will post 24.58 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO Spencer Adam Neumann sold 9,248 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $81.27, for a total transaction of $751,584.96. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $5,996,669.49. This represents a 11.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Cletus R. Willems sold 3,136 shares of the 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 SEC filing for this sale provides additional information. Insiders have sold 1,399,163 shares of company stock worth $129,899,103 in the last three months. Company insiders own 1.37% of the company’s stock.

Institutional Trading of Netflix

A number of institutional investors and hedge funds have recently modified their holdings of the stock. First Financial Corp IN boosted 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 valued at $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. grew its stake in shares of Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. increased its position in Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 268 shares during the last quarter. Imprint Wealth LLC bought a new position in shares of Netflix in the third quarter valued at about $25,000. Finally, Cornerstone Financial Management LLC acquired a new stake in Netflix during the fourth quarter worth approximately $26,000. 80.93% of the stock is owned by institutional investors.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix formally declined to raise its offer for Warner Bros. Discovery, saying the required price made the deal “no longer financially attractive” and will collect a reported $2.8B breakup fee — investors cheered the exit as capital preservation. Netflix Drops Warner Bros. Bid, Leaving Paramount the Winner
• Positive Sentiment: Arete Research upgraded NFLX from “neutral” to “buy,” giving fundamental/quantitative support to the rally and signaling analyst confidence after Netflix stepped away from the contested deal.
• Neutral Sentiment: Market coverage notes Paramount Skydance is now positioned to win the Warner battle after its offer was deemed “superior” — that outcome reduces acquisition risk for Netflix but shifts industry dynamics; impact depends on how Netflix redeploys capital and whether regulators intervene. Netflix, Paramount shares jump as months-long fight for Warner Bros ends
• Neutral Sentiment: Unusual options activity — a big spike in call purchases — suggests traders are positioning for further upside in NFLX, adding short‑term bullish technical momentum but increasing volatility risk. Traders Purchase High Volume of Netflix Call Options
• Negative Sentiment: Regulatory and political scrutiny remains a headline risk: state attorneys general and the DOJ were reported as examining the proposed Warner deal — lingering antitrust concerns could keep Netflix under regulatory pressure even after exiting the bid. 11 US states urge DOJ to thoroughly probe Netflix-Warner Bros. deal

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.