Netflix (NASDAQ:NFLX) Earns Buy Rating from Jefferies Financial Group

Netflix (NASDAQ:NFLX)‘s stock had its “buy” rating restated by analysts at Jefferies Financial Group in a note issued to investors on Wednesday,MarketScreener reports.

Several other equities analysts also recently issued reports on NFLX. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Citic Securities lowered their target price on Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research report on Monday, January 26th. Cfra raised Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a research note on Friday, March 6th. Wolfe Research increased their price target on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Finally, Benchmark reissued a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and an average price target of $115.10.

Netflix Price Performance

Shares of NFLX opened at $98.82 on Wednesday. Netflix has a 12 month low of $75.01 and a 12 month high of $134.12. 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 has a fifty day moving average price of $88.81 and a 200 day moving average price of $99.40. The company has a market cap of $417.23 billion, a P/E ratio of 39.11, a PEG ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter 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. On average, research analysts forecast that Netflix will post 24.58 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the sale, the chief executive officer owned 122,140 shares of the company’s stock, valued at $10,166,933.60. This trade represents a 18.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Reed Hastings sold 420,550 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the sale, the director directly owned 3,940 shares of the company’s stock, valued at approximately $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,543,023 shares of company stock worth $141,145,842 in the last quarter. Corporate insiders own 1.37% of the company’s stock.

Institutional Investors Weigh In On Netflix

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted 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 during the period. State Street Corp increased its stake in Netflix by 927.6% during the fourth quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after acquiring an additional 159,578,053 shares during the period. Geode Capital Management LLC lifted 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 worth $9,305,336,000 after acquiring an additional 89,558,684 shares during the period. Capital World Investors lifted 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 worth $8,376,656,000 after acquiring an additional 80,025,890 shares during the period. Finally, Morgan Stanley grew its holdings in shares of Netflix by 903.0% during the 4th quarter. Morgan Stanley now owns 85,349,973 shares of the Internet television network’s stock worth $8,002,414,000 after purchasing an additional 76,840,318 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and bumped its 12‑month price target to $120, citing stronger revenue prospects, margin expansion and potential capital returns — a catalyst that lifted investor optimism this week. Netflix Raised to Buy at Goldman Sachs
• Positive Sentiment: Netflix launched “Netflix Playground,” an ad‑free kids gaming app targeting under‑8s, extending gaming into a standalone family product that can raise engagement and retention for subscribers. Investors view this as a tangible step in monetizing IP beyond video. Netflix Kicks Off ‘Playground’ App for Ad‑Free Kids Gaming
• Positive Sentiment: Jefferies says recent subscription price increases should lift full‑year guidance and reiterated a Buy with a $134 target, reinforcing the view that ARPU gains and ad revenue will drive margin improvement. Netflix price increases expected to lift full‑year guidance
• Neutral Sentiment: Longer‑term opinion pieces argue NFLX could double over five years if management executes on gaming, sports/live events and continued monetization — bullish scenarios but conditional on flawless execution. Can Netflix Stock Double in 5 Years?
• Neutral Sentiment: Rosenblatt nudged its price target to $96 and kept a Neutral rating — a modest analyst tweak that contrasts with more bullish revisions and underscores mixed sell‑side views. Rosenblatt Raises Netflix Price Target to $96
• Neutral Sentiment: Investors are focused on upcoming Q1 earnings (consensus GAAP EPS ~0.76) and guidance — results will likely be the immediate market mover. Will Netflix Beat Quarterly Earnings?
• Negative Sentiment: Some coverage notes that Netflix shares slid after recent results missed expectations and after last week’s across‑the‑board price increases prompted short‑term pullback — a reminder that near‑term execution and churn metrics remain risk factors. Netflix Slid as Results Fell Short of Expectations

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.