Netflix, Inc. (NASDAQ:NFLX) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of Netflix, Inc. (NASDAQ:NFLX) have been given an average recommendation of “Moderate Buy” by the forty-five ratings firms that are presently covering the company, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, thirteen have given a hold recommendation, twenty-nine have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $129.6750.

Several analysts have weighed in on the stock. Cowen reaffirmed a “buy” rating on shares of Netflix in a research note on Monday, December 8th. Itau BBA Securities initiated coverage on Netflix in a research report on Tuesday, October 7th. They set an “outperform” rating and a $151.40 price target on the stock. Jefferies Financial Group reiterated a “buy” rating on shares of Netflix in a research report on Wednesday, December 17th. Seaport Res Ptn upgraded Netflix from a “hold” rating to a “strong-buy” rating in a report on Monday, October 6th. Finally, Arete Research raised their price objective on shares of Netflix from $83.30 to $108.40 and gave the company a “neutral” rating in a research report on Tuesday, October 28th.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: MarketBeat: “Netflix Is Out of Favor—And That’s Why It’s Getting Interesting” — Argues the sell-off has priced in a lot of bad news, technicals are oversold, analysts are reiterating buy ratings and some price targets imply meaningful upside if Netflix stabilizes and the Warner Bros. situation clears. Netflix Is Out of Favor—and That’s Why It’s Getting Interesting
• Positive Sentiment: Fortune: Industry tailwind — S&P commentary frames cable TV as declining and streaming as ascendant, reinforcing secular growth for Netflix if it can navigate near-term execution and M&A risk. The Netflix-Paramount saga caps a 2025 turning point, S&P says
• Positive Sentiment: Institutional/analyst support — Multiple recent buy/overweight ratings and some high price targets cited across coverage, and large institutional additions reported in Q3, providing potential support if sentiment improves. Netflix Stock (NFLX) Opinions on NFL Christmas Coverage and Warner Bros. Deal
• Neutral Sentiment: InsiderMonkey / Yahoo pieces label NFLX a “best quality” buy largely based on the proposed Warner Bros. acquisition and scale — but these arguments hinge on successful, non-dilutive deal execution. Is Netflix, Inc. (NFLX) a Best Quality Stock To Buy Before 2026
• Neutral Sentiment: The Motley Fool / Fool.com coverage compares Netflix to Spotify and notes both stocks are off their midyear highs; useful context but not new company-specific catalysts. Netflix vs. Spotify: Which Streaming Giant Is Poised for a Comeback in 2026?
• Negative Sentiment: QuiverQuant reporting highlights technical problems during NFL Christmas broadcasts and the perception the platform struggled with live sports streaming — operational concerns that could dent confidence in Netflix’s ability to scale live/AD-heavy offerings. Netflix Stock (NFLX) Opinions on NFL Christmas Coverage and Warner Bros. Deal
• Negative Sentiment: Reputational noise: Elon Musk publicly criticized a Stranger Things storyline (and has said he cancelled Netflix), adding headline risk and potential subscriber PR friction despite being unlikely to move core fundamentals materially. Elon Musk Vs. Netflix: Billionaire Criticizes ‘Stranger Things’ Gay Storyline
• Negative Sentiment: Insider selling: QuiverQuant flags heavy insider sales (multiple executives) in recent months — a negative signal to some investors even as institutions add positions. Netflix Stock (NFLX) Opinions on NFL Christmas Coverage and Warner Bros. Deal

Insider Activity

In other news, CFO Spencer Adam Neumann sold 26,000 shares of Netflix stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $117.25, for a total value of $3,048,526.00. Following the completion of the sale, the chief financial officer directly owned 36,910 shares of the company’s stock, valued at approximately $4,327,734.41. This trade represents a 41.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Gregory K. Peters sold 20,270 shares of the business’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $109.57, for a total value of $2,220,943.36. Following the sale, the chief executive officer owned 127,810 shares of the company’s stock, valued at approximately $14,003,886.08. The trade was a 13.69% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,619,840 shares of company stock worth $181,648,613. 1.37% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Imprint Wealth LLC bought a new position in Netflix in the third quarter valued at approximately $25,000. Retirement Wealth Solutions LLC acquired a new position in shares of Netflix in the 3rd quarter valued at $28,000. Legacy Investment Solutions LLC bought a new position in shares of Netflix in the 2nd quarter worth $31,000. Steph & Co. grew its stake in shares of Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after purchasing an additional 17 shares during the period. Finally, Stephens Consulting LLC increased its holdings in Netflix by 150.0% in the second quarter. Stephens Consulting LLC now owns 25 shares of the Internet television network’s stock valued at $33,000 after purchasing an additional 15 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix Stock Performance

Netflix stock opened at $94.15 on Thursday. The firm has a market capitalization of $398.94 billion, a P/E ratio of 39.33 and a beta of 1.71. The stock has a fifty day moving average price of $104.70 and a two-hundred day moving average price of $116.16. Netflix has a 52-week low of $82.11 and a 52-week high of $134.12. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.33 and a quick ratio of 1.33.

Netflix (NASDAQ:NFLX) last issued its earnings results on Tuesday, October 21st. The Internet television network reported $5.87 EPS for the quarter, beating the consensus estimate of $0.69 by $5.18. The company had revenue of $11.32 billion for the quarter, compared to the consensus estimate of $11.52 billion. Netflix had a net margin of 24.05% and a return on equity of 41.86%. The firm’s revenue for the quarter was up 17.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.54 EPS. Netflix has set its Q4 2025 guidance at 5.450-5.450 EPS. As a group, analysts anticipate that Netflix will post 24.58 EPS for the current fiscal year.

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.