Netflix (NFLX) to Release Quarterly Earnings on Tuesday

Netflix (NASDAQ:NFLX) will likely be posting its Q4 2025 results after the market closes on Tuesday, January 20th. Analysts expect Netflix to post earnings of $0.55 per share for the quarter. Netflix has set its Q4 2025 guidance at 5.450-5.450 EPS. Interested persons may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Tuesday, January 20, 2026 at 4:45 PM ET.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, October 21st. The Internet television network reported $5.87 EPS for the quarter, missing analysts’ consensus estimates of $6.96 by ($1.09). The company had revenue of $11.51 billion during the quarter, compared to analysts’ expectations of $11.51 billion. Netflix had a return on equity of 41.86% and a net margin of 24.05%.Netflix’s revenue for the quarter was up 17.2% on a year-over-year basis. During the same period last year, the firm earned $5.40 earnings per share. On average, analysts expect Netflix to post $25 EPS for the current fiscal year and $30 EPS for the next fiscal year.

Netflix Stock Performance

NASDAQ:NFLX opened at $88.00 on Friday. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.33 and a current ratio of 1.33. Netflix has a fifty-two week low of $82.11 and a fifty-two week high of $134.12. The firm has a market cap of $372.88 billion, a PE ratio of 36.76 and a beta of 1.71. The business has a 50 day moving average price of $98.96 and a 200-day moving average price of $112.94.

Analysts Set New Price Targets

A number of equities analysts have issued reports on NFLX shares. Benchmark restated a “hold” rating on shares of Netflix in a research report on Tuesday. Cfra Research downgraded Netflix from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $125.00 price target on shares of Netflix in a research report on Wednesday, December 10th. Rosenblatt Securities reiterated a “neutral” rating and issued a $105.00 price objective on shares of Netflix in a research report on Friday. Finally, Guggenheim reissued a “buy” rating and set a $145.00 target price on shares of Netflix in a research note on Wednesday, October 22nd. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $127.13.

Insider Buying and Selling

In other news, insider David A. Hyman sold 314,620 shares of the business’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $109.98, for a total value of $34,603,166.08. Following the sale, the insider directly owned 316,100 shares of the company’s stock, valued at $34,765,942.40. The trade was a 49.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Spencer Adam Neumann sold 23,600 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $109.76, for a total value of $2,590,241.60. Following the completion of the sale, the chief financial officer owned 39,310 shares in the company, valued at $4,314,508.36. The trade was a 37.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,630,160 shares of company stock worth $171,076,053 over the last 90 days. Corporate insiders own 1.37% of the company’s stock.

Institutional Investors Weigh In On Netflix

Hedge funds have recently added to or reduced their stakes in the stock. Imprint Wealth LLC bought a new stake in Netflix in the 3rd quarter worth approximately $25,000. Wealth Watch Advisors INC bought a new position in Netflix in the third quarter valued at about $103,000. Strategic Wealth Investment Group LLC purchased a new position in Netflix in the second quarter worth about $121,000. Wiser Advisor Group LLC purchased a new stake in shares of Netflix during the 3rd quarter valued at about $114,000. Finally, Beaird Harris Wealth Management LLC lifted its stake in shares of Netflix by 9.6% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 114 shares of the Internet television network’s stock worth $137,000 after purchasing an additional 10 shares during the period. 80.93% of the stock is owned by institutional investors.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: New content supply deal — Netflix struck a global agreement to stream Sony Pictures films after their theatrical windows, strengthening its post‑theatrical content pipeline and recurring film inventory. Netflix inks global deal to stream Sony Pictures’ films after theatrical window
• Positive Sentiment: New product expansion — Netflix is rolling out podcasts (aimed at competing with platforms like YouTube), which diversifies engagement and ad inventory opportunities. Netflix Offers Podcasts To Compete With YouTube
• Positive Sentiment: Analyst upside exists — Several outlets note that some analysts still see meaningful upside into earnings (some models show large percent upside), signaling pockets of bullish conviction ahead of the report. Netflix (NFLX) Stock: Analysts Target 44% Upside Before Earnings Tuesday
• Neutral Sentiment: Earnings event approaching — Q4 results (Jan. 20 after close) are front and center; previews stress revenue/ads/subscriber momentum and margin cadence will be watched but coverage suggests the Warner bid may dominate headlines. Dear Netflix Stock Fans, Mark Your Calendars for January 20
• Neutral Sentiment: Mixed analyst actions — Rosenblatt reaffirmed a neutral rating with a $105 target (shows measured upside), while other shops vary; the range of targets reflects disagreement on M&A and growth tradeoffs. Analyst notes on Rosenblatt reaffirmation
• Negative Sentiment: M&A overhang — Coverage highlights the Warner Bros. bid as the dominant theme: legal skirmishes, competing Paramount/Skydance offers and debate over an all‑cash vs. stock structure are creating uncertainty about price, financing and execution. That overhang is likely muting a rally into earnings. Netflix results likely to take backseat to Warner Bros deal questions
• Negative Sentiment: Valuation & debt concerns — Commentary warns the proposed deal could materially raise debt and valuation risk, pressuring multiples until deal terms and financing are clear. Ongoing overhang hits Netflix valuation
• Negative Sentiment: Investor positioning & sentiment signals — Heavy put‑option volume and widespread social debate, plus reports of concentrated insider sales, indicate elevated hedging and skepticism that can amplify short‑term downside ahead of clarity on earnings and the WBD transaction. Opinions on price drop and acquisition talks

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.