Netflix (NASDAQ:NFLX) Stock Price Up 1.7% – What’s Next?

Netflix, Inc. (NASDAQ:NFLX) shot up 1.7% on Monday . The company traded as high as $93.98 and last traded at $93.38. 33,638,348 shares changed hands during trading, a decline of 34% from the average session volume of 50,650,434 shares. The stock had previously closed at $91.82.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi resumed coverage with a reiterated “Buy” and a $115 price target, highlighting improving profitability, pricing power and enhanced capital returns as upside drivers. Citi Resumes Coverage of Netflix (NFLX) Stock
• Positive Sentiment: Analysts and outlets are flagging rapid ad-tier growth — ad revenue has surged (reported ~ $1.5B) with estimates of ~$3B in 2026 — supporting an alternate revenue stream and raising upside to revenue/EBITDA expectations. Netflix’s Ad Revenue Surges to $1.5 Billion
• Positive Sentiment: Live-event strategy is gaining traction: Netflix streamed BTS’s Seoul comeback (its biggest live bet), reinforcing the company’s ability to monetize live/music events and attract global engagement. BTS Comeback Becomes Netflix’s Biggest Live Bet Yet
• Positive Sentiment: Content impact: a Netflix cooking show (“Culinary Class Wars”) has driven meaningful real-world lift for restaurants (bookings +303%), an example of content-led audience engagement that supports subscriber retention and brand strength. A Netflix cooking show is changing how people travel
• Neutral Sentiment: Top-street analysts remain confident on long-term prospects for select large-cap growth names, including Netflix, which supports longer-term investor positioning but is less likely to move near-term price without fresh catalysts. Top Wall Street analysts are confident about the long-term prospects
• Neutral Sentiment: Mentions in trade/market roundups (e.g., CNBC/Benzinga final-trades coverage) keep Netflix on investors’ radars but are informational rather than catalytic. Netflix on CNBC’s ‘Final Trades’
• Neutral Sentiment: Macro/market stories (e.g., commentary on leveraged ETFs) are broadly market-relevant but do not directly affect Netflix fundamentals. Leveraged ETFs Are Dangerous but They’re Doing Their Job This Year
• Negative Sentiment: Survey data suggests cash-strapped consumers (e.g., in Canada) are opting for ad-supported plans, which can pressure full-price subscriber growth and ARPU if upgrades/downgrades shift mix; this is a risk if ad revenue or pricing cannot fully offset ARPU declines. Couch Potato Report: Cash-Strapped Canadians Choose to Stream with Ads

Analyst Upgrades and Downgrades

A number of analysts recently commented on NFLX shares. Wells Fargo & Company began coverage on shares of Netflix in a research report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price objective for the company. Pivotal Research decreased their target price on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a research note on Wednesday, January 21st. Guggenheim lowered their price target on Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Wolfe Research raised their price target on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Finally, Rosenblatt Securities lifted their price objective on Netflix from $94.00 to $95.00 and gave the company a “neutral” rating in a report on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and an average price target of $114.35.

Netflix Stock Performance

The stock has a fifty day simple moving average of $86.87 and a 200-day simple moving average of $101.69. The stock has a market cap of $394.27 billion, a P/E ratio of 36.95, a PEG ratio of 1.41 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate 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 return on equity of 43.26% and a net margin of 24.30%.The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the business posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insiders Place Their Bets

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 in the last 90 days. Company insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Netflix

Several hedge funds have recently modified their holdings of the stock. Brighton Jones LLC boosted its position in Netflix by 5.0% during the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after purchasing an additional 257 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after purchasing an additional 144 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after purchasing an additional 246 shares during the last quarter. Strategic Investment Advisors MI raised its stake in shares of Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after purchasing an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

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.