Netflix (NASDAQ:NFLX) Research Coverage Started at Barclays

Barclays began coverage on shares of Netflix (NASDAQ:NFLX) in a research note issued to investors on Monday, Marketbeat reports. The brokerage issued an equal weight rating and a $115.00 price objective on the Internet television network’s stock.

NFLX has been the subject of a number of other reports. Wolfe Research boosted their target price on shares of Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Freedom Capital raised Netflix from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Loop Capital set a $104.00 price objective on Netflix in a research report on Tuesday, January 27th. Rosenblatt Securities raised their target price on Netflix from $94.00 to $95.00 and gave the stock a “neutral” rating in a research report on Friday, February 27th. Finally, KeyCorp set a $110.00 price target on Netflix and gave the company an “overweight” rating in a research note on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fourteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $116.01.

Netflix Stock Performance

Shares of NASDAQ NFLX opened at $98.66 on Monday. The firm’s 50-day moving average price is $86.10 and its 200-day moving average price is $103.90. Netflix has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a market cap of $416.56 billion, a PE ratio of 39.04, a PEG ratio of 1.39 and a beta of 1.68. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data 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. The firm had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts anticipate that Netflix will post 24.58 EPS for the current year.

Insider Buying and Selling at Netflix

In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of the company’s stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the transaction, the chief executive officer directly owned 122,140 shares in the company, valued at $10,130,291.60. This represents a 46.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Reed Hastings sold 426,290 shares of the 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 completion of the sale, the director directly owned 3,940 shares of the company’s stock, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by company insiders.

Institutional Trading of Netflix

Several institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in shares of Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after buying an additional 142,238 shares during the last quarter. CIBC Capital Markets Europe S.A. raised its stake in shares of Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock valued at $79,732,000 after acquiring an additional 42,000 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in Netflix by 6.6% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock worth $362,292,000 after acquiring an additional 18,837 shares during the last quarter. NEOS Investment Management LLC boosted its position in shares of Netflix by 64.6% during the 3rd quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock worth $212,565,000 after acquiring an additional 69,570 shares in the last quarter. Finally, Bornite Capital Management LP acquired a new position in shares of Netflix in the 3rd quarter valued at $29,973,000. 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: Management formally exited the WBD bidding war, which investors interpret as a vote for financial discipline and lower M&A risk — a primary catalyst for the rally. Read More.
• Positive Sentiment: Netflix said it will redeploy capital into content and buybacks (reports mention a large content investment program), signaling shareholder-friendly use of cash and a growth focus. Read More.
• Positive Sentiment: Wall Street interest has picked up: new/raised coverage and higher targets (JPMorgan, President Capital and others) are supporting near‑term upside and giving investors confidence. Read More.
• Neutral Sentiment: Options-market activity and high trading volume show elevated positioning and speculation around the news-driven move — useful for short-term traders but ambiguous for fundamentals. Read More.
• Neutral Sentiment: A White House disclosure shows President Trump purchased Netflix bonds during the WBD episode — notable headline risk/interest but unlikely to change fundamentals. Read More.
• Negative Sentiment: Large insider selling: Director Reed Hastings and CFO Spencer Neumann disclosed significant share sales in late Feb/early Mar — creates perception risk about insider conviction (or tax/diversification motives). Read More.
• Negative Sentiment: Paramount’s bid to combine Warner assets with Paramount+ (and FCC comments that that deal is “cleaner”) could speed approvals and produce a larger competitor, increasing long‑term content and pricing pressure. Read More.

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.