Netflix (NASDAQ:NFLX) Stock Price Expected to Rise, Moffett Nathanson Analyst Says

Key Points

• Moffett Nathanson raised its price target on Netflix to $120 from $115 and maintained a "buy" rating, implying about a 16.32% upside
• Netflix slightly beat Q4 expectations (EPS $0.56 vs. $0.55; revenue $12.05B, up 17.6% year-over-year), set Q1 2026 guidance at $0.760 EPS, and analysts forecast roughly 24.58 EPS for the current year.
• Significant insider selling: director Reed Hastings sold 420,550 shares for about $40.16M under a 10b5-1 plan, and insiders have sold roughly 1.54M shares (~$141M) in the past 90 days, leaving insiders with about 1.37% ownership.

Netflix (NASDAQ:NFLX - Get Free Report) had its price target raised by Moffett Nathanson from $115.00 to $120.00 in a research note issued to investors on Tuesday,MarketScreener reports. The brokerage currently has a "buy" rating on the Internet television network's stock. Moffett Nathanson's price objective points to a potential upside of 16.32% from the company's previous close.

Other equities analysts have also recently issued research reports about the company. Benchmark reissued a "hold" rating on shares of Netflix in a report on Tuesday, January 13th. Huber Research upgraded Netflix from a "strong sell" rating to a "strong-buy" rating in a research report on Friday, February 27th. Phillip Securities raised Netflix from a "sell" rating to a "moderate buy" rating and boosted their price target for the company from $95.00 to $100.00 in a report on Monday, January 26th. Oppenheimer upped their price objective on Netflix from $125.00 to $135.00 and gave the stock an "outperform" rating in a research report on Friday, March 27th. Finally, Citizens Jmp initiated coverage on shares of Netflix in a research note on Monday, March 30th. They set a "market perform" rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $115.80.

Netflix Stock Up 0.1%

NASDAQ:NFLX opened at $103.16 on Tuesday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The company's fifty day moving average price is $90.28 and its 200-day moving average price is $98.84. Netflix has a 1-year low of $75.01 and a 1-year high of $134.12. The firm has a market capitalization of $435.56 billion, a P/E ratio of 40.82, a PEG ratio of 1.56 and a beta of 1.67.

Netflix (NASDAQ:NFLX - Get Free Report) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 period in the previous year, the firm posted $0.43 earnings per share. The firm's quarterly revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities research analysts anticipate that Netflix will post 24.58 EPS for the current year.

Insider Buying and Selling

In other news, Director Reed Hastings sold 420,550 shares of Netflix stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the sale, the director owned 3,940 shares in the company, valued at $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Cletus R. Willems sold 3,136 shares of the business's stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The SEC filing for this sale provides additional information. Insiders have sold 1,543,023 shares of company stock worth $141,145,842 in the last 90 days. 1.37% of the stock is owned by insiders.

Institutional Investors Weigh In On Netflix

Several institutional investors have recently bought and sold shares of the company. First Financial Corp IN boosted its stake in Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network's stock worth $25,000 after purchasing an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. raised its position in shares of Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network's stock valued at $25,000 after buying an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. lifted its stake in shares of Netflix by 13,400.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network's stock worth $25,000 after buying an additional 268 shares in the last quarter. Imprint Wealth LLC acquired a new position in Netflix during the third quarter worth about $25,000. Finally, Cornerstone Financial Management LLC purchased a new stake in Netflix during the 4th quarter valued at about $26,000. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts are lifting targets and ratings (Goldman Sachs upgraded to Buy and raised its 12‑month target to $120), signaling improved risk/reward and fueling near-term buying interest. Goldman Sachs Upgrades Netflix (NFLX) Stock to Buy from Neutral
• Positive Sentiment: Wedbush and other shops have raised price targets (Wedbush to $118), citing strong ad momentum ahead of Q1 and higher-than-guidance revenue expectations. Netflix (NFLX) Stock Gains Momentum as Wedbush Lifts Target to $118 Ahead of Q1 Results
• Positive Sentiment: KeyBanc says Netflix’s ad-supported tier is scaling faster than anticipated and raised its forecast, supporting higher revenue multiples if ad RPMs and uptake persist. ‘Netflix’s Advertising Tier Is Scaling Faster than Anticipated,’ Says KeyBanc Analyst; Raises NFLX Stock Forecast
• Positive Sentiment: Analysts and commentary (Zacks, Seeking Alpha, Benzinga) point to ~15% revenue growth outlook, rising ad sales that could top $3B, and content deals improving engagement — factors that could drive margin expansion. The Zacks Analyst Blog Highlights Netflix, Apple, Amazon and Disney
• Neutral Sentiment: Q1 earnings preview pieces (TipRanks/Zacks) flag expectations but also note execution risk — earnings could be a catalyst in either direction on ad revenue, subscriber trends and updated guidance. Netflix (NFLX) Is About to Report Q1 Earnings. Here Is What to Expect
• Neutral Sentiment: CEO Ted Sarandos’ outreach to cinema owners (first major theater conference appearance) signals strategic focus on theatrical windows for certain films — a potential new revenue channel but with uncertain near-term financial impact. Netflix Leader Makes Rare Overture to Cinema Owners
• Negative Sentiment: Reports of large option gains by co-founder Reed Hastings (reported $500M) draw attention to insider monetization; while not a direct sell signal, such headlines can create short-term governance/positioning concerns for some investors. Netflix co-founder makes shocking $500M move as new fight erupts

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.