Oppenheimer Issues Positive Forecast for Netflix (NASDAQ:NFLX) Stock Price

Netflix (NASDAQ:NFLX) had its price target increased by Oppenheimer from $125.00 to $135.00 in a research note issued to investors on Friday,Benzinga reports. They currently have an outperform rating on the Internet television network’s stock.

Several other brokerages also recently commented on NFLX. Benchmark reissued a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Phillip Securities upgraded Netflix from a “sell” rating to a “moderate buy” rating and lifted their price objective for the company from $95.00 to $100.00 in a research report on Monday, January 26th. Evercore began coverage on Netflix in a research note on Friday, February 27th. They issued an “outperform” rating and a $115.00 price objective on the stock. Citigroup began coverage on Netflix in a report on Wednesday, March 18th. They set a “buy” rating and a $115.00 target price on the stock. Finally, Sanford C. Bernstein restated a “buy” rating on shares of Netflix in a research note on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and an average price target of $114.55.

Netflix Trading Up 0.1%

Shares of NFLX stock opened at $93.43 on Friday. The company has a market capitalization of $394.48 billion, a P/E ratio of 36.97, a P/E/G ratio of 1.43 and a beta of 1.68. Netflix has a 12-month low of $75.01 and a 12-month high of $134.12. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm has a 50-day moving average price of $87.25 and a 200 day moving average price of $100.77.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. The firm had revenue of $12.05 billion for 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 company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts forecast that Netflix will post 24.58 earnings per share for the current fiscal year.

Insider Activity at Netflix

In other news, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,157,339. This represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Reed Hastings sold 410,550 shares of the firm’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $97.01, for a total value of $39,827,455.50. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at approximately $382,219.40. This represents a 99.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,520,133 shares of company stock valued at $137,259,786 over the last quarter. 1.37% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Vanguard Group Inc. boosted its position in shares of Netflix by 912.5% during the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after purchasing an additional 351,493,659 shares in the last quarter. State Street Corp grew its holdings in shares of Netflix by 927.6% in the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after buying an additional 159,578,053 shares during the period. Geode Capital Management LLC increased its position in shares of Netflix by 892.0% in the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after buying an additional 89,558,684 shares in the last quarter. Capital World Investors increased its position in shares of Netflix by 859.1% in the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after buying an additional 80,025,890 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its stake in Netflix by 685.8% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock worth $8,068,882,000 after buying an additional 75,107,069 shares during the period. Institutional investors own 80.93% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

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.