Barclays Has Lowered Expectations for Netflix (NASDAQ:NFLX) Stock Price

Netflix (NASDAQ:NFLX) had its price target reduced by investment analysts at Barclays from $85.00 to $80.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has an “equal weight” rating on the Internet television network’s stock. Barclays‘s price objective would suggest a potential upside of 7.60% from the stock’s current price.

Several other research analysts also recently commented on NFLX. Rosenblatt Securities restated a “neutral” rating and issued a $95.00 target price on shares of Netflix in a research note on Tuesday. Wolfe Research reiterated an “outperform” rating and set a $107.00 price target on shares of Netflix in a research report on Friday, April 17th. DZ Bank reissued a “buy” rating on shares of Netflix in a report on Friday, April 17th. Guggenheim restated a “buy” rating and issued a $120.00 price objective on shares of Netflix in a research report on Wednesday. Finally, Citic Securities boosted their price objective on shares of Netflix from $95.00 to $107.00 and gave the company a “hold” rating in a research note on Monday, April 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $109.12.

Netflix Trading Up 0.9%

Shares of NFLX stock opened at $74.35 on Friday. The stock has a market capitalization of $313.07 billion, a price-to-earnings ratio of 24.01, a PEG ratio of 0.94 and a beta of 1.52. The company’s fifty day simple moving average is $80.52 and its two-hundred day simple moving average is $87.03. Netflix has a 1 year low of $70.86 and a 1 year high of $127.75. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.01. The company had revenue of $12.56 billion during the quarter, compared to analysts’ expectations of $12.58 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same period in the previous year, the business earned $0.72 earnings per share. As a group, analysts anticipate that Netflix will post 3.6 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Theodore A. Sarandos sold 27,312 shares of the business’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the completion of the transaction, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. The trade was a 8.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Bradford L. Smith sold 35,990 shares of the stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $77.52, for a total transaction of $2,789,944.80. Following the completion of the transaction, the director directly owned 79,690 shares in the company, valued at $6,177,568.80. The trade was a 31.11% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 899,839 shares of company stock worth $80,141,661. 1.24% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Netflix

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

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix continued to post strong underlying profitability, with operating income of $4.19 billion and earnings per share slightly ahead of estimates. Netflix Q2 2026 earnings report
• Positive Sentiment: Some analysts remained constructive, with Citi reiterating a Buy rating and other bulls pointing to margin expansion, ad growth, and stable engagement as longer-term support. Citi maintains Buy rating on Netflix
• Neutral Sentiment: Netflix also highlighted new growth avenues such as advertising, live events, video games, creator content, and vertical video, which may help the long-term story but did not offset the near-term disappointment. Netflix new growth initiatives
• Negative Sentiment: Management’s weaker Q3 guidance and reduced disclosure of viewing-hour data intensified investor worries about slowing engagement and less transparency, adding to the selloff. Reuters on Netflix weak forecast
• Negative Sentiment: Broader tech weakness is also weighing on sentiment, with a Nasdaq selloff and concern around AI spending and semiconductor stocks amplifying pressure on NFLX shares. Tech selloff intensifies

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.