Netflix (NASDAQ:NFLX) Upgraded to Buy at Cfra

Cfra upgraded shares of Netflix (NASDAQ:NFLX) from a hold rating to a buy rating in a research report report published on Friday, Marketbeat reports. They currently have $115.00 price target on the Internet television network’s stock.

NFLX has been the topic of several other reports. BMO Capital Markets cut their price target on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. Barclays assumed coverage on Netflix in a report on Monday, March 2nd. They set an “equal weight” rating and a $115.00 price objective for the company. Susquehanna raised Netflix to a “positive” rating and set a $112.00 price objective for the company in a research report on Wednesday, January 21st. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Finally, Wedbush reaffirmed an “outperform” rating and set a $115.00 target price on shares of Netflix in a research report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $115.79.

Netflix Stock Down 0.2%

Shares of NFLX stock traded down $0.15 during mid-day trading on Friday, hitting $99.02. 41,091,043 shares of the stock traded hands, compared to its average volume of 54,461,812. Netflix has a 52-week low of $75.01 and a 52-week high of $134.12. The stock has a market cap of $418.08 billion, a P/E ratio of 39.18, a P/E/G ratio of 1.41 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The stock’s fifty day moving average is $86.30 and its two-hundred day moving average is $103.69.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The firm had revenue of $12.05 billion for the quarter, compared to the consensus estimate 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 quarter in the previous year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts predict that Netflix will post 24.58 EPS for the current year.

Insider Transactions at Netflix

In other news, 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 transaction, the director directly owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction dated Thursday, January 29th. The stock was 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 owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,520,133 shares of company stock worth $137,259,786 over the last 90 days. Insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Netflix

Hedge funds and other institutional investors have recently bought and sold shares of the business. First Financial Corp IN raised its holdings in shares of Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. lifted its position in Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 239 shares during the period. Turning Point Benefit Group Inc. boosted its holdings in Netflix by 13,400.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 268 shares during the last quarter. Imprint Wealth LLC acquired a new stake in Netflix during the 3rd quarter worth about $25,000. Finally, Cornerstone Financial Management LLC acquired a new stake in Netflix during the 4th quarter worth about $26,000. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix walked away from its pursuit of Warner Bros. Discovery, securing a multi-billion-dollar breakup fee and removing an acquisition overhang that pressured the stock; management is refocusing on core streaming, ads and technology which investors view as capital-efficient. Netflix (NFLX) Is Up 16.6% After Walking Away From Warner Bros. Deal and Securing Breakup Fee
• Positive Sentiment: Netflix acquired InterPositive, Ben Affleck’s AI filmmaking startup, bringing the team in-house to build creator-focused production tools — a tech-forward move that supports cheaper, faster content production and reinforces Netflix’s AI strategy. Netflix buys Ben Affleck’s AI filmmaking company InterPositive
• Positive Sentiment: CFRA upgraded Netflix to a “buy” with a $115 price target, adding fresh analyst endorsement that supports further upside. Benzinga – CFRA Upgrade
• Positive Sentiment: Analysts and commentators argue walking away from the WBD deal may benefit shareholders by preserving capital and focusing management on margin-accretive growth rather than a massive, risky acquisition. Why Netflix Rejecting Warner Bros Discovery May Benefit Shareholders
• Neutral Sentiment: Bank of America lowered its price target (from $149 to $125) but kept a “buy” rating — a mixed read: still supportive but reflecting more conservative upside assumptions. Benzinga – BofA Lowers Price Target
• Neutral Sentiment: Reports show external investors (including filings tied to President Trump’s trust) bought Netflix debt during the M&A drama — notable market activity but not a direct equity catalyst. Trump Was Quietly Loading Up On Netflix Bonds — While Talking Down Its Warner Bid
• Negative Sentiment: Insider selling: the CFO and other insiders have recently sold shares (large director/Chairman sales were reported), which can create investor concern about timing and leadership selling into strength. Insider Selling: Netflix CFO Sells Stock Netflix Chairman Reed Hastings Cashed Out $39.8M

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.