FY2025 EPS Estimates for Netflix Lifted by Seaport Res Ptn

Key Points

• Seaport Res Ptn has raised its FY2025 EPS estimate for Netflix to $26.26, up from $26.10, maintaining a "Strong-Buy" rating on the stock.
• Netflix's reported earnings for the last quarter were $7.19 per share, beating the consensus estimate of $7.07, with year-over-year revenue growth of 15.9%.
• The stock has a consensus rating of "Moderate Buy" and a current market price of $1,191.06, with a price target of $1,337.63 set by analysts.

Netflix, Inc. (NASDAQ:NFLX - Free Report) - Research analysts at Seaport Res Ptn increased their FY2025 EPS estimates for shares of Netflix in a research note issued on Monday, October 6th. Seaport Res Ptn analyst D. Joyce now anticipates that the Internet television network will earn $26.26 per share for the year, up from their previous estimate of $26.10. Seaport Res Ptn currently has a "Strong-Buy" rating on the stock. The consensus estimate for Netflix's current full-year earnings is $24.58 per share. Seaport Res Ptn also issued estimates for Netflix's Q4 2025 earnings at $5.48 EPS, Q3 2026 earnings at $8.34 EPS, Q4 2026 earnings at $6.76 EPS and FY2026 earnings at $31.27 EPS.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its earnings results on Thursday, July 17th. The Internet television network reported $7.19 earnings per share for the quarter, topping the consensus estimate of $7.07 by $0.12. Netflix had a net margin of 24.58% and a return on equity of 42.50%. The firm had revenue of $11.08 billion for the quarter, compared to the consensus estimate of $11.04 billion. During the same period in the prior year, the firm earned $4.88 EPS. The firm's revenue for the quarter was up 15.9% on a year-over-year basis. Netflix has set its FY 2025 guidance at EPS. Q3 2025 guidance at 6.870-6.870 EPS.

NFLX has been the subject of several other research reports. Cowen restated a "buy" rating on shares of Netflix in a research note on Tuesday. Needham & Company LLC reiterated a "buy" rating and issued a $1,500.00 price objective on shares of Netflix in a research note on Wednesday, September 10th. UBS Group set a $1,425.00 price objective on shares of Netflix in a research note on Tuesday. Itau BBA Securities assumed coverage on shares of Netflix in a research note on Tuesday. They issued an "outperform" rating and a $1,514.00 price objective for the company. Finally, Loop Capital upgraded shares of Netflix from a "hold" rating to a "buy" rating and raised their price objective for the company from $1,150.00 to $1,350.00 in a research note on Wednesday, September 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eight have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $1,337.63.

Netflix Trading Up 2.4%

Shares of Netflix stock opened at $1,191.06 on Wednesday. Netflix has a 1 year low of $677.88 and a 1 year high of $1,341.15. The company has a market capitalization of $506.12 billion, a P/E ratio of 50.75, a PEG ratio of 1.96 and a beta of 1.59. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.34 and a current ratio of 1.34. The company's fifty day moving average is $1,207.58 and its two-hundred day moving average is $1,163.42.

Institutional Investors Weigh In On Netflix

A number of hedge funds and other institutional investors have recently bought and sold shares of NFLX. Norges Bank bought a new stake in Netflix during the second quarter worth $7,929,645,000. Laurel Wealth Advisors LLC lifted its stake in Netflix by 128,553.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,881,129 shares of the Internet television network's stock worth $6,536,466,000 after purchasing an additional 4,877,335 shares during the last quarter. Nuveen LLC bought a new stake in Netflix during the first quarter worth $2,385,585,000. Kingstone Capital Partners Texas LLC lifted its stake in Netflix by 343,058.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 2,463,876 shares of the Internet television network's stock worth $3,299,450,000 after purchasing an additional 2,463,158 shares during the last quarter. Finally, Goldman Sachs Group Inc. lifted its stake in Netflix by 57.3% during the first quarter. Goldman Sachs Group Inc. now owns 3,393,064 shares of the Internet television network's stock worth $3,164,134,000 after purchasing an additional 1,236,251 shares during the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 2,601 shares of the business's stock in a transaction on Friday, August 1st. The stock was sold at an average price of $1,162.40, for a total transaction of $3,023,402.40. Following the completion of the transaction, the chief financial officer owned 3,691 shares in the company, valued at approximately $4,290,418.40. The trade was a 41.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Reed Hastings sold 42,176 shares of the company's stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $1,171.92, for a total value of $49,426,897.92. Following the transaction, the director directly owned 394 shares in the company, valued at $461,736.48. The trade was a 99.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 104,100 shares of company stock worth $122,710,980 in the last ninety days. 1.37% of the stock is currently owned by corporate insiders.

Netflix Company Profile

Netflix, Inc provides entertainment services. It offers TV series, documentaries, feature films, and games across various genres and languages. The company also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices.

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