Analysts Set Netflix, Inc. (NASDAQ:NFLX) Price Target at $116.08

Netflix, Inc. (NASDAQ:NFLX) has been given an average recommendation of “Moderate Buy” by the fifty research firms that are currently covering the stock, MarketBeat.com reports. Sixteen investment analysts have rated the stock with a hold recommendation, thirty-three have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $116.0805.

Several equities research analysts have weighed in on the stock. Oppenheimer set a $125.00 price target on shares of Netflix and gave the company an “outperform” rating in a research report on Wednesday, January 21st. JPMorgan Chase & Co. dropped their target price on shares of Netflix from $127.50 to $124.00 and set a “neutral” rating for the company in a report on Tuesday, November 18th. TD Cowen cut their target price on Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Royal Bank Of Canada restated a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, Huber Research cut Netflix to a “buy” rating in a report on Friday, December 5th.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: WBD’s board continues to unanimously recommend the Netflix transaction and has filed the definitive proxy and set a March 20 special meeting — a move that advances the path to closing and lends near‑term certainty to Netflix’s deal thesis. WBD Files Definitive Proxy Statement
• Positive Sentiment: Netflix granted WBD a seven‑day waiver to engage Paramount — a tactical move that forces a quick “best and final” from PSKY, preserves Netflix’s right to match, and improves optics around fiduciary process/regulatory readiness. Netflix grants Warner Bros. Discovery 7-day waiver
• Positive Sentiment: Co‑CEO Ted Sarandos publicly pushed back on rival tactics, framing Paramount’s efforts as noisy and confusing to WBD investors — messaging intended to defend Netflix’s position and reassure shareholders. Netflix co-CEO: Paramount has been ‘flooding the zone’
• Neutral Sentiment: WBD has invited Paramount to submit a “best and final” offer in the next week (deadline Feb. 23), creating clarity on whether the contest will escalate or conclude quickly. That process could raise the eventual purchase price but also clarifies timing for shareholders and regulators. Warner Bros throws ownership battle open
• Neutral Sentiment: Market commentary and previews continue to focus investors on Netflix fundamentals (ads churn, subs growth) alongside the WBD deal — earnings momentum helps but the takeover remains the dominant driver of share moves. Netflix Earnings Preview
• Negative Sentiment: Paramount appears ready to sweeten its bid (reports suggest $31+/share is possible), and PSKY’s reliance on financing and structural concerns raise the risk of a higher price or renewed bidding that would increase Netflix’s acquisition cost. Warner Bros Seeks Paramount’s “Best and Final Offer”
• Negative Sentiment: An activist investor has surfaced to oppose or pressure aspects of the WBD transaction and governance path, adding execution risk and potential legal/strategic delays. An Activist Investor Emerges
• Negative Sentiment: Broader investor concern about the size and cost of the Warner Bros. acquisition has pressured NFLX shares in recent weeks, and several op‑eds/analysts question downside risk if the deal becomes more expensive or delayed. How Low Can Netflix Stock Go?

Netflix Trading Up 0.2%

NASDAQ NFLX opened at $77.00 on Friday. The firm has a market cap of $325.11 billion, a PE ratio of 30.47, a price-to-earnings-growth ratio of 1.37 and a beta of 1.71. Netflix has a 1-year low of $75.23 and a 1-year high of $134.12. The stock has a 50-day moving average of $87.87 and a 200-day moving average of $106.42. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, sell-side analysts forecast that Netflix will post 24.58 EPS for the current year.

Insider Buying and Selling

In other Netflix news, Director Reed Hastings sold 390,970 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $83.63, for a total transaction of $32,696,821.10. Following the transaction, the director directly owned 3,940 shares of the company’s stock, valued at approximately $329,502.20. The trade was a 99.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the sale, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,399,163 shares of company stock valued at $129,899,103 over the last three months. Insiders own 1.37% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. First Financial Corp IN grew its position in shares of 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 period. DiNuzzo Private Wealth Inc. grew its holdings in Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 239 shares during the period. Turning Point Benefit Group Inc. grew 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 worth $25,000 after purchasing an additional 268 shares during the period. Imprint Wealth LLC bought a new position in shares of Netflix during the third quarter valued at approximately $25,000. Finally, Cornerstone Financial Management LLC purchased a new position in shares of Netflix during the fourth quarter valued at approximately $26,000. Institutional investors own 80.93% of the company’s stock.

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.