Netflix (NASDAQ:NFLX) Upgraded at Erste Group Bank

Erste Group Bank upgraded shares of Netflix (NASDAQ:NFLX) from a hold rating to a buy rating in a report issued on Tuesday morning, Marketbeat.com reports. Erste Group Bank also issued estimates for Netflix’s FY2026 earnings at $3.15 EPS and FY2027 earnings at $3.86 EPS.

Other research analysts have also issued research reports about the company. Pivotal Research dropped their price objective on Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a report on Wednesday, January 21st. New Street Research reduced their target price on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. KeyCorp set a $110.00 target price on shares of Netflix and gave the stock an “overweight” rating in a research report on Friday, January 16th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $100.00 price target (down from $112.00) on shares of Netflix in a research note on Wednesday, January 21st. Finally, Rosenblatt Securities increased their price target on shares of Netflix from $94.00 to $95.00 and gave the company a “neutral” rating in a report on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.30.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $93.32 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 price of $87.14 and a 200 day moving average price of $100.82. The company has a market cap of $394.01 billion, a P/E ratio of 36.93, a PEG ratio of 1.41 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 released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.01. The company 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 firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts predict that Netflix will post 24.58 earnings per share for the current year.

Insider Buying and Selling

In related news, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $97.00, for a total value of $2,777,110.00. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at $7,157,339. The trade was a 27.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Reed Hastings sold 410,550 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $382,219.40. The trade was a 99.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 in the last three months. 1.37% of the stock is owned by insiders.

Hedge Funds Weigh In On Netflix

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Netflix by 912.5% in 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 buying an additional 351,493,659 shares in the last quarter. State Street Corp increased its position 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 worth $16,574,986,000 after buying an additional 159,578,053 shares in the last quarter. Geode Capital Management LLC increased its position in Netflix by 892.0% during the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after buying an additional 89,558,684 shares in the last quarter. Capital World Investors raised its holdings in shares of Netflix by 859.1% in the fourth 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 last quarter. Finally, Morgan Stanley raised its holdings in shares of Netflix by 903.0% in the fourth quarter. Morgan Stanley now owns 85,349,973 shares of the Internet television network’s stock worth $8,002,414,000 after acquiring an additional 76,840,318 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases should lift ARPU and near‑term revenue as Netflix explicitly said the hikes will help fund expanded programming (video podcasts, live sports). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Erste Group raised its rating/forecasts for Netflix (Buy, slightly higher FY2026–FY2027 EPS), backing a bullish case that the company can convert higher pricing into profits. Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and audience wins (large live-event viewership) support non-subscription revenue growth and monetization upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Official new price points: ad‑supported $8.99 (+$1), standard $19.99 (+$2), premium $26.99 (+$2) — the impact depends on churn elasticity and timing of revenue recognition. Netflix confirms it’s raising prices again
• Neutral Sentiment: Live sports and branded events (e.g., MLB tie‑ins, big concert livestreams) are generating buzz and some incremental viewership, but monetization cadence and costs remain to be proven. Major League Baseball Event Gives Netflix Stock (NASDAQ:NFLX) a Small Boost
• Negative Sentiment: “Stream‑flation” — repeated price hikes industry‑wide — risks accelerating churn or pushing viewers to free/cheaper alternatives (YouTube, ad‑supported services). This is a structural headwind to long‑term subscriber retention. Netflix is raising prices again, and stream-flation shows no signs of slowing
• Negative Sentiment: Valuation and margin pressure concerns: some analysts and writeups warn Netflix’s multiple looks stretched given heavy early‑2026 content spending and slower growth expectations. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Rising content investment to support new formats (live events, podcasts) increases near‑term cash burn and execution risk if incremental revenue doesn’t cover higher costs. Netflix Hikes Prices For All Plans As Content Spending Surges

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.