Netflix, Inc. (NASDAQ:NFLX) Stock Has Average Price Target of $93.38

Key Points

• Analysts remain moderately bullish: Netflix has a consensus “Moderate Buy” rating from 56 brokerages, with 35 buy ratings and an average 12-month price target of $93.38.
• Recent results exceeded expectations: Netflix reported quarterly EPS of $0.87 versus the $0.82 consensus, while revenue reached $12.87 billion, up 11.9% year over year.
• Forward-looking concerns remain: Netflix faces a weaker fourth-quarter outlook, slower advertising growth, stagnant viewership in key markets and a reduced 2026 free-cash-flow forecast, while insiders have continued selling shares.

Netflix, Inc. (NASDAQ:NFLX - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the fifty-six brokerages that are covering the company, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, sixteen have given a hold rating, thirty-five have assigned a buy rating and three have issued a strong buy rating on the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $93.38.

NFLX has been the subject of several recent analyst reports. UBS Group lowered their price target on Netflix from $130.00 to $115.00 and set a "buy" rating for the company in a report on Friday, July 17th. CICC Research cut their price objective on shares of Netflix from $110.00 to $90.00 and set an "outperform" rating on the stock in a report on Tuesday, July 21st. Rosenblatt Securities reiterated a "neutral" rating and set a $75.00 price objective on shares of Netflix in a report on Friday, October 16th. Deutsche Bank Aktiengesellschaft raised shares of Netflix from a "hold" rating to a "buy" rating and decreased their target price for the stock from $100.00 to $95.00 in a research report on Tuesday, September 29th. Finally, Stephens started coverage on shares of Netflix in a report on Friday, July 17th. They issued an "overweight" rating for the company.

Netflix Price Performance

NFLX stock opened at $68.69 on Wednesday. The stock has a market capitalization of $286.02 billion, a price-to-earnings ratio of 21.62, a price-to-earnings-growth ratio of 0.99 and a beta of 1.62. The stock's fifty day simple moving average is $74.92 and its 200-day simple moving average is $80.20. Netflix has a 52-week low of $65.08 and a 52-week high of $124.86. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.39.

Netflix (NASDAQ:NFLX - Get Free Report) last released its earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.82 by $0.05. Netflix had a return on equity of 40.02% and a net margin of 28.22%. The firm had revenue of $12.87 billion for the quarter, compared to the consensus estimate of $12.87 billion. During the same period in the prior year, the business posted $0.59 earnings per share. The firm's revenue for the quarter was up 11.9% compared to the same quarter last year. Equities research analysts expect that Netflix will post 3.59 EPS for the current year.

Insider Buying and Selling

In other Netflix news, CFO Spencer Neumann sold 9,248 shares of Netflix stock in a transaction on Monday, August 10th. The shares were sold at an average price of $75.79, for a total value of $700,905.92. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $5,592,316.73. This trade represents a 11.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Richard Barton sold 2,160 shares of the business's stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $75.10, for a total transaction of $162,216.00. Following the sale, the director directly owned 246 shares of the company's stock, valued at $18,474.60. This represents a 89.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 179,045 shares of company stock worth $13,132,194 over the last 90 days. Company insiders own 1.24% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Merkkuri Wealth Advisors LLC acquired a new stake in Netflix in the 1st quarter valued at $31,000. Bayban increased its position in shares of Netflix by 400.0% during the 1st quarter. Bayban now owns 350 shares of the Internet television network's stock worth $34,000 after purchasing an additional 280 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd acquired a new stake in shares of Netflix during the 2nd quarter worth about $26,000. Compound Global Advisors LLC acquired a new stake in shares of Netflix during the 2nd quarter worth about $29,000. Finally, Burnham & Co LLC bought a new position in Netflix during the 2nd quarter valued at about $29,000. 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: Netflix exceeded third-quarter profit expectations, reporting diluted EPS of $0.87 versus the $0.82 consensus estimate. Revenue reached $12.87 billion, operating income rose 37% year over year to $4.46 billion, and operating margin expanded to 34.6%. Netflix Q3 earnings beat
• Positive Sentiment: Management cited pricing power, controlled churn and strong profitability, while Netflix repurchased approximately $4.8 billion of stock during the quarter. These factors support earnings per share and shareholder returns. Netflix Q3 financial results
• Positive Sentiment: Some analysts view the sharp decline in the stock and its valuation as creating an attractive entry point if management can restore viewership growth and improve content execution. Netflix is cheap again
• Neutral Sentiment: Netflix is cutting roughly 1,000 jobs and reorganizing its creative leadership, including changes involving film and content executives. Co-CEO Greg Peters described the layoffs as a difficult tradeoff intended to redirect investment toward longer-term growth, but the restructuring may create near-term execution risk. Netflix layoffs and long-term growth
• Negative Sentiment: The main pressure on NFLX is its fourth-quarter outlook: revenue is projected at approximately $13.4 billion, below Wall Street expectations, with operating margin expected to fall to 26% as restructuring costs weigh on results. Netflix weak fourth-quarter forecast
• Negative Sentiment: Netflix reduced its 2026 advertising-revenue forecast to approximately $2.7 billion from $3 billion because advertising-product rollouts are progressing more slowly than expected. The shortfall undermines a key growth narrative. Netflix cuts advertising forecast
• Negative Sentiment: Revenue growth is expected to slow for a fourth consecutive quarter, while stagnant viewership—particularly in the United States and Canada—and intensifying competition are raising concerns about Netflix’s ability to keep audiences engaged. Netflix viewership and competition concerns
• Negative Sentiment: The company also lowered its 2026 free-cash-flow outlook to about $12 billion from $12.5 billion, adding to investor concerns that forward momentum is weakening despite the quarterly earnings beat.

Netflix Company Profile

Netflix, Inc NASDAQ: NFLX is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.

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