Netflix (NASDAQ:NFLX) Price Target Raised to $96.00

Key Points

• Rosenblatt Securities raised its price target on Netflix to $96.00 while maintaining a "neutral" rating, implying roughly a 2.7% downside from the current share price.
• The analyst consensus is more bullish — Netflix has a consensus price target of $115.10 and a "Moderate Buy" rating with multiple firms raising targets or upgrading the stock, even as insiders have sold ~1.54M shares (~$141M) recently while institutional ownership jumped to about 80.9% after large purchases by Vanguard, State Street and others.

Netflix (NASDAQ:NFLX - Get Free Report) had its target price lifted by Rosenblatt Securities from $95.00 to $96.00 in a note issued to investors on Monday,MarketScreener reports. The firm presently has a "neutral" rating on the Internet television network's stock. Rosenblatt Securities' target price indicates a potential downside of 2.70% from the company's current price.

A number of other brokerages have also recently issued reports on NFLX. Erste Group Bank upgraded shares of Netflix from a "hold" rating to a "buy" rating in a research note on Tuesday, March 24th. Moffett Nathanson dropped their target price on shares of Netflix from $140.00 to $115.00 and set a "buy" rating on the stock in a research note on Wednesday, January 21st. Evercore assumed coverage on shares of Netflix in a report on Friday, February 27th. They set an "outperform" rating and a $115.00 price target on the stock. Deutsche Bank Aktiengesellschaft reissued a "hold" rating and set a $98.00 price target (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Finally, Oppenheimer upped their price objective on Netflix from $125.00 to $135.00 and gave the company an "outperform" rating in a research report on Friday, March 27th. Two 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 stock. Based on data from MarketBeat.com, Netflix currently has an average rating of "Moderate Buy" and a consensus price target of $115.10.

Netflix Stock Performance

Shares of NASDAQ NFLX opened at $98.66 on Monday. Netflix has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a market cap of $416.56 billion, a price-to-earnings ratio of 39.04, a P/E/G ratio of 1.50 and a beta of 1.67. The company's fifty day moving average is $88.28 and its 200-day moving average is $99.72.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its quarterly earnings data 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. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the prior year, the firm earned $0.43 earnings per share. The firm's 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. Equities research analysts predict that Netflix will post 24.58 EPS for the current year.

Insiders Place Their Bets

In other Netflix news, insider David A. Hyman sold 5,727 shares of the business's stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total value of $2,273,450.88. Following the transaction, the chief executive officer directly owned 122,140 shares in the company, valued at $10,166,933.60. The trade was a 18.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,543,023 shares of company stock worth $141,145,842 in the last 90 days. Insiders own 1.37% of the company's stock.

Institutional Investors Weigh In On Netflix

A number of large investors have recently made changes to their positions in NFLX. Vanguard Group Inc. raised its position in Netflix by 912.5% in the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network's stock worth $36,567,805,000 after acquiring an additional 351,493,659 shares during the period. State Street Corp raised its holdings in 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 lifted 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 valued at $9,305,336,000 after purchasing an additional 89,558,684 shares in the last quarter. Capital World Investors lifted its position in 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 purchasing an additional 80,025,890 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its holdings in Netflix by 685.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network's stock valued at $8,068,882,000 after purchasing an additional 75,107,069 shares during the period. 80.93% of the stock is currently owned by institutional investors.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX from Neutral to Buy and raised its price target to $120, citing stronger ad revenue growth, margin improvement and better capital-return prospects — the upgrade prompted a visible rally in the shares. Netflix Stock (NFLX) Just Got a Rating and Price Target Boost from Goldman Sachs
• Positive Sentiment: Analysts and previews point to potential upside into Q1: commentary highlights ad-revenue acceleration (targets of ~ $3B in 2026), operating leverage and a $2.8B breakup fee from the failed WBD deal as one-off positives that could lift EPS. Netflix: Three Reasons To Expect An Earnings Beat
• Neutral Sentiment: Monness (Brian White) maintained a Hold rating, pointing to a strong platform and improving margins but flagging slowing growth and a rich valuation — an offset to the bullish GS view. Netflix: Strong Platform and Improving Margins, But Slowing Growth and Rich Valuation Support Hold Rating
• Neutral Sentiment: Netflix’s push into live sports and recent price increases are presented as potential long-term revenue levers, but near-term subscriber sensitivity and capex for rights make near-term outcomes uncertain. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
• Neutral Sentiment: Market watches Q1 earnings (April 16) as the next major catalyst — previews and analyst notes dominate pre-market headlines and can amplify intraday moves. Here Are Monday’s Top Wall Street Analyst Research Calls
• Negative Sentiment: Insider selling: Netflix’s CFO reported a $2.8M stock sale, which can be viewed negatively by some investors as a signal even if it may be part of planned transactions. Insider Selling: Netflix NASDAQ: NFLX CFO Sells $2,805,740.00 in Stock
• Negative Sentiment: Regulatory/legal risk in Europe: an Italian court ordered rollbacks and refunds for past price increases (2017–2024), raising concerns about pricing exposure and potential follow-on rulings in other jurisdictions. Rome Court Ruling Tests Netflix Pricing Power And Investor Expectations

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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