Netflix (NASDAQ:NFLX) Given Buy Rating at Sanford C. Bernstein

Netflix (NASDAQ:NFLX)‘s stock had its “buy” rating restated by stock analysts at Sanford C. Bernstein in a research note issued on Thursday,MarketScreener reports.

Other equities analysts have also issued reports about the stock. TD Cowen cut their target price on shares of Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a report on Wednesday. Canaccord Genuity Group set a $125.00 price objective on shares of Netflix and gave the company a “buy” rating in a report on Wednesday. Redburn Partners set a $120.00 target price on shares of Netflix in a research note on Wednesday. Guggenheim dropped their target price on Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Citic Securities cut their price target on Netflix from $128.00 to $125.00 and set a “hold” rating for the company in a research note on Wednesday, October 29th. 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $119.36.

Netflix Stock Performance

NASDAQ NFLX opened at $84.21 on Thursday. The firm has a market capitalization of $356.82 billion, a P/E ratio of 33.32 and a beta of 1.71. The stock has a 50-day simple moving average of $97.34 and a two-hundred day simple moving average of $111.91. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.33 and a current ratio of 1.33. Netflix has a fifty-two week low of $81.93 and a fifty-two week high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating 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 company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the business earned $0.43 earnings per share. Netflix’s quarterly 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 forecast that Netflix will post 24.58 earnings per share for the current year.

Insider Activity

In other Netflix news, Director Reed Hastings sold 426,290 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. The trade was a 99.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 23,600 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $109.76, for a total value of $2,590,241.60. Following the sale, the chief financial officer owned 39,310 shares of the company’s stock, valued at $4,314,508.36. The trade was a 37.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,653,599 shares of company stock worth $173,141,263. Company insiders own 1.37% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in NFLX. Vanguard Group Inc. grew its stake in Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after acquiring an additional 142,238 shares in the last quarter. State Street Corp boosted its holdings in shares of Netflix by 2.1% during the 2nd quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock worth $23,359,801,000 after purchasing an additional 360,604 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Netflix by 2.4% in the second quarter. Geode Capital Management LLC now owns 9,926,733 shares of the Internet television network’s stock valued at $13,234,278,000 after purchasing an additional 229,182 shares in the last quarter. Nordea Investment Management AB increased its holdings in shares of Netflix by 886.6% in the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after purchasing an additional 8,688,113 shares during the last quarter. Finally, Assenagon Asset Management S.A. raised its holdings in shares of Netflix by 983.1% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after acquiring an additional 5,658,740 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

More Netflix News

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

Netflix Company Profile

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.