Netflix’s (NFLX) Neutral Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reiterated their neutral rating on shares of Netflix (NASDAQ:NFLX) in a research note released on Friday,Benzinga reports. Rosenblatt Securities currently has a $105.00 target price on the Internet television network’s stock.

Other equities analysts also recently issued reports about the stock. Wells Fargo & Company dropped their target price on shares of Netflix from $156.00 to $151.00 and set an “overweight” rating for the company in a research note on Wednesday, October 22nd. Needham & Company LLC reissued a “buy” rating and issued a $150.00 price target on shares of Netflix in a report on Tuesday, December 9th. Weiss Ratings restated a “buy (b-)” rating on shares of Netflix in a research report on Monday, December 29th. Cowen reissued a “buy” rating on shares of Netflix in a research note on Tuesday, January 13th. Finally, Citigroup reaffirmed a “neutral” rating and set a $129.50 price target (up previously from $128.00) on shares of Netflix in a research note on Friday, October 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $127.13.

Netflix Stock Performance

NASDAQ NFLX opened at $88.00 on Friday. The firm has a market cap of $372.88 billion, a price-to-earnings ratio of 36.76 and a beta of 1.71. Netflix has a 1-year low of $82.11 and a 1-year high of $134.12. The company has a 50 day moving average of $98.96 and a 200-day moving average of $112.79. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.56.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, October 21st. The Internet television network reported $5.87 earnings per share for the quarter, missing analysts’ consensus estimates of $6.96 by ($1.09). The business had revenue of $11.51 billion for the quarter, compared to analyst estimates of $11.51 billion. Netflix had a net margin of 24.05% and a return on equity of 41.86%. The company’s revenue for the quarter was up 17.2% on a year-over-year basis. During the same period in the prior year, the business earned $5.40 earnings per share. Netflix has set its Q4 2025 guidance at 5.450-5.450 EPS. On average, equities analysts forecast that Netflix will post 24.58 earnings per share for the current fiscal year.

Insider Transactions at Netflix

In related news, Director Reed Hastings sold 426,290 shares of the firm’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the sale, the director owned 3,940 shares of the company’s stock, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the sale, the director owned 79,690 shares of the company’s stock, valued at $7,081,253.40. This trade represents a 28.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,630,160 shares of company stock valued at $171,076,053. Corporate insiders own 1.37% of the company’s stock.

Institutional Trading of Netflix

Hedge funds have recently bought and sold shares of the stock. First Financial Corp IN raised its stake in shares of Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing 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. Imprint Wealth LLC acquired a new stake in shares of Netflix in the third quarter valued at approximately $25,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix in the third quarter valued at approximately $28,000. Finally, MB Levis & Associates LLC lifted its position in shares of Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after purchasing an additional 192 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: New content supply deal — Netflix struck a global agreement to stream Sony Pictures films after their theatrical windows, strengthening its post‑theatrical content pipeline and recurring film inventory. Netflix inks global deal to stream Sony Pictures’ films after theatrical window
• Positive Sentiment: New product expansion — Netflix is rolling out podcasts (aimed at competing with platforms like YouTube), which diversifies engagement and ad inventory opportunities. Netflix Offers Podcasts To Compete With YouTube
• Positive Sentiment: Analyst upside exists — Several outlets note that some analysts still see meaningful upside into earnings (some models show large percent upside), signaling pockets of bullish conviction ahead of the report. Netflix (NFLX) Stock: Analysts Target 44% Upside Before Earnings Tuesday
• Neutral Sentiment: Earnings event approaching — Q4 results (Jan. 20 after close) are front and center; previews stress revenue/ads/subscriber momentum and margin cadence will be watched but coverage suggests the Warner bid may dominate headlines. Dear Netflix Stock Fans, Mark Your Calendars for January 20
• Neutral Sentiment: Mixed analyst actions — Rosenblatt reaffirmed a neutral rating with a $105 target (shows measured upside), while other shops vary; the range of targets reflects disagreement on M&A and growth tradeoffs. Analyst notes on Rosenblatt reaffirmation
• Negative Sentiment: M&A overhang — Coverage highlights the Warner Bros. bid as the dominant theme: legal skirmishes, competing Paramount/Skydance offers and debate over an all‑cash vs. stock structure are creating uncertainty about price, financing and execution. That overhang is likely muting a rally into earnings. Netflix results likely to take backseat to Warner Bros deal questions
• Negative Sentiment: Valuation & debt concerns — Commentary warns the proposed deal could materially raise debt and valuation risk, pressuring multiples until deal terms and financing are clear. Ongoing overhang hits Netflix valuation
• Negative Sentiment: Investor positioning & sentiment signals — Heavy put‑option volume and widespread social debate, plus reports of concentrated insider sales, indicate elevated hedging and skepticism that can amplify short‑term downside ahead of clarity on earnings and the WBD transaction. Opinions on price drop and acquisition talks

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.