Netflix (NASDAQ:NFLX) Given New $114.00 Price Target at HSBC

Key Points

• HSBC raised its price target on Netflix to $114 (from $106) and maintained a buy rating, implying about an 11.3% upside from the stock's current level.
• Analysts remain broadly constructive—Netflix has a consensus rating of “Moderate Buy” with an average price target of $115.50 and multiple firms (e.g., Oppenheimer, Morgan Stanley) recently lifting targets or upgrading coverage.
• Despite bullish analyst views, insiders have been net sellers recently—directors and the CEO sold large blocks, with insiders offloading 1,543,023 shares worth roughly $141.1 million, leaving insiders owning about 1.37% of the stock.

Netflix (NASDAQ:NFLX - Get Free Report) had its price target boosted by HSBC from $106.00 to $114.00 in a report issued on Friday,MarketScreener reports. The firm presently has a "buy" rating on the Internet television network's stock. HSBC's price objective indicates a potential upside of 11.29% from the company's current price.

A number of other equities research analysts also recently weighed in on NFLX. Huber Research raised shares of Netflix from a "strong sell" rating to a "strong-buy" rating in a research note on Friday, February 27th. UBS Group set a $104.00 price target on shares of Netflix in a report on Tuesday, January 27th. Loop Capital set a $104.00 price objective on shares of Netflix in a research report on Tuesday, January 27th. Oppenheimer lifted their price objective on shares of Netflix from $125.00 to $135.00 and gave the stock an "outperform" rating in a report on Friday, March 27th. Finally, Susquehanna raised Netflix to a "positive" rating and set a $112.00 target price on the stock in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, Netflix presently has a consensus rating of "Moderate Buy" and an average price target of $115.50.

Netflix Trading Up 0.4%

Shares of NFLX stock opened at $102.43 on Friday. The company has a market capitalization of $432.49 billion, a PE ratio of 40.61, a price-to-earnings-growth ratio of 1.51 and a beta of 1.67. Netflix has a 52-week low of $75.01 and a 52-week high of $134.12. The business's fifty day moving average is $89.49 and its 200 day moving average is $99.11. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts' consensus estimates of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the prior year, the company earned $0.43 EPS. The company's quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts anticipate that Netflix will post 24.58 EPS for the current fiscal year.

Insider Transactions at Netflix

In other news, Director Bradford L. Smith sold 31,790 shares of the company's stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the transaction, the director directly owned 79,690 shares of the company's stock, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the firm's stock in a transaction dated Thursday, January 29th. The stock was sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the sale, the chief executive officer directly owned 122,140 shares in the company, valued at $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. 1.37% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Netflix

A number of large investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in Netflix by 912.5% during 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 purchasing an additional 351,493,659 shares during the period. State Street Corp lifted its position in shares of Netflix by 927.6% in the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network's stock worth $16,574,986,000 after purchasing an additional 159,578,053 shares during the period. Geode Capital Management LLC boosted its stake in shares of Netflix by 892.0% during the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network's stock valued at $9,305,336,000 after purchasing an additional 89,558,684 shares in the last quarter. Capital World Investors increased its position in shares of Netflix by 859.1% during the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network's stock valued at $8,376,656,000 after buying an additional 80,025,890 shares during the period. Finally, Morgan Stanley raised its stake in 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 buying an additional 76,840,318 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analyst upgrades and higher price targets from major firms (Morgan Stanley, Oppenheimer and recent Goldman Sachs coverage) are reinforcing a buy narrative and higher upside expectations for NFLX. Morgan Stanley raises PT
• Positive Sentiment: Sell-side notes and models point to a Q1 beat driven by recent price increases and stronger ad revenue; UBS and other firms expect results modestly above guidance, supporting the bullish case into earnings. UBS expects Q1 above guidance
• Positive Sentiment: Deal risk with Warner Bros. Discovery is off the table, narrowing headline uncertainty; analysts highlight improved earnings quality and clearer strategic focus on ads and price-led revenue growth. TipRanks on deal risk fading
• Positive Sentiment: Institutional buying: Bear Mountain Capital significantly increased its stake in NFLX (900% increase in a recent filing), a vote of confidence that can support near-term upside. Bear Mountain increases position
• Neutral Sentiment: Traders are focused on the April 16 earnings event — optimism is high but options-implied “sawtooth” volatility suggests a sizable post-earnings move (direction will depend on the actual print). MarketWatch on options volatility
• Negative Sentiment: Legal and balance-sheet caution: an Italian court ordered refunds over repeated price hikes (subject to appeal), and analysts flag ~ $7.4B of employee stock-option liability that could act like hidden leverage — both factors bear watching for margins and cash flow. Italian court ruling Benzinga on hidden option liability
• Neutral Sentiment: Minor downward estimate tweaks from some shops (Erste Group trimmed FY estimates slightly) but they retain Buy ratings — suggests analysts are watching execution, not changing the constructive view.

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.

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