Netflix, Inc. (NASDAQ:NFLX) Receives $114.67 Consensus Price Target from Brokerages

Netflix, Inc. (NASDAQ:NFLX) has been given an average recommendation of “Moderate Buy” by the fifty brokerages that are currently covering the company, Marketbeat.com reports. Fourteen analysts have rated the stock with a hold rating, thirty-four have assigned a buy rating and two have given a strong buy rating to the company. The average 1-year price objective among brokers that have issued a report on the stock in the last year is $114.6659.

Several research analysts have commented on NFLX shares. Citic Securities cut their price objective on Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research report on Monday, January 26th. Piper Sandler reaffirmed a “positive” rating and issued a $103.00 target price (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Wedbush reiterated an “outperform” rating and issued a $115.00 target price on shares of Netflix in a research note on Friday, February 20th. The Goldman Sachs Group reiterated a “neutral” rating and set a $100.00 target price (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. Finally, Benchmark reissued a “hold” rating on shares of Netflix in a research report on Tuesday, January 13th.

Insider Activity at Netflix

In related news, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the sale, the chief executive officer directly owned 122,140 shares in the company, valued at $10,166,933.60. This trade represents a 18.27% decrease in their position. The SEC filing for this sale provides additional information. 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 corporate insiders.

Hedge Funds Weigh In On Netflix

A number of institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after purchasing an additional 351,493,659 shares in the last quarter. State Street Corp increased its holdings in Netflix by 927.6% during the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock worth $16,574,986,000 after purchasing an additional 159,578,053 shares during the last quarter. Geode Capital Management LLC raised 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 purchasing an additional 89,558,684 shares in the last quarter. Capital World Investors raised 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 purchasing an additional 80,025,890 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its stake in shares of 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 valued at $8,068,882,000 after buying an additional 75,107,069 shares during the last quarter. 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 confirmed a sequel to “KPop Demon Hunters,” its most‑watched film ever — a proven global hit that supports subscriber engagement and content-driven retention. More demons, more K-pop: Netflix announces ‘KPop Demon Hunters’ sequel
• Positive Sentiment: Reports say Netflix will pay up to $600M for Ben Affleck’s AI filmmaking firm InterPositive — a strategic buy to accelerate AI tools for editing/recommendation and potentially lower production costs or speed time-to-market for content. This is one of Netflix’s larger acquisitions and signals an aggressive push into production tech. Netflix is spending up to $600 million to buy Ben Affleck’s AI startup
• Positive Sentiment: Notable investor interest: Stephanie Link (Chief Investment Strategist) publicly added Netflix to her portfolio, arguing the story is simpler post the Warner Bros. Discovery pursuit — a sign that some institutional views are turning more constructive. Link: Netflix simpler story without Warner Bros. Discovery deal
• Neutral Sentiment: Netflix continues to expand its product scope — hires to boost games and live streaming and a tech partnership for real‑time streaming signal diversification beyond SVOD, but revenue impact will be gradual. Netflix Expands Games And Live Streaming As Valuation Signals Mixed Picture
• Neutral Sentiment: AI leadership moves: Kamelia Aryafar (Head of AI, Members at Netflix) joined Integral Ad Science’s board — underscores Netflix’s AI credibility but is not an earnings driver on its own. Kamelia Aryafar Joins Integral Ad Science (IAS) Board of Directors
• Neutral Sentiment: Retail options anecdotes and trader wins highlight speculative interest in Netflix moves, but these stories are noise for long‑term investors. Trader Flips $10K Into $53K With Netflix Calls
• Negative Sentiment: Netflix cut dozens of global product‑team roles in an internal restructuring — a short‑term execution risk and potential morale/innovation concern even if aimed at efficiency. Netflix Cuts Dozens Of Product Team Jobs Amid Internal Restructuring
• Negative Sentiment: Technical/market signals are mixed: premarket commentary flagged tech softness and the stock sits below its 200‑day moving average, which can pressure momentum traders. NFLX, AMZN and AAPL Forecasts – Major Tech Stocks a Touch Soft

Netflix Price Performance

NFLX opened at $94.31 on Tuesday. Netflix has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a 50 day moving average of $86.48 and a two-hundred day moving average of $102.86. The company has a market cap of $398.19 billion, a P/E ratio of 37.32, a P/E/G ratio of 1.45 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 issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter last year, the firm posted $0.43 EPS. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, analysts expect that Netflix will post 24.58 earnings per share for the current year.

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.