Netflix (NASDAQ:NFLX) Updates Q4 2025 Earnings Guidance

Key Points

• Netflix has updated its Q4 2025 earnings guidance to an EPS of $5.450 and projected revenue of $12 billion, exceeding consensus estimates.
• Wall Street analysts have generally positive outlooks for Netflix, with two analysts rating it as Strong Buy and a consensus target price of approximately $1,339.81.
• Insider trading activity shows significant selling, with CEO Gregory K. Peters and CEO Theodore A. Sarandos both offloading shares, resulting in a 13.68% and 11.78% decrease in their ownership positions, respectively.

Netflix (NASDAQ:NFLX - Get Free Report) updated its fourth quarter 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 5.450-5.450 for the period, compared to the consensus estimate of 5.400. The company issued revenue guidance of $12.0 billion-$12.0 billion, compared to the consensus revenue estimate of $11.9 billion. Netflix also updated its FY 2025 guidance to EPS.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on NFLX shares. Robert W. Baird raised their target price on Netflix from $1,300.00 to $1,500.00 and gave the stock an "outperform" rating in a research report on Monday, July 21st. Wells Fargo & Company raised their target price on Netflix from $1,500.00 to $1,560.00 and gave the stock an "overweight" rating in a research report on Friday, July 18th. Cowen reissued a "buy" rating on shares of Netflix in a research report on Tuesday, October 7th. Phillip Securities cut Netflix from a "hold" rating to a "strong sell" rating in a research report on Monday, July 21st. Finally, Morgan Stanley set a $1,500.00 target price on Netflix in a research report on Monday, October 13th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $1,339.81.

Netflix Price Performance

NASDAQ NFLX traded up $2.79 during trading hours on Tuesday, reaching $1,241.35. The company's stock had a trading volume of 5,131,114 shares, compared to its average volume of 3,897,943. The firm's 50-day moving average price is $1,213.87 and its 200-day moving average price is $1,182.08. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.58. Netflix has a 1 year low of $744.26 and a 1 year high of $1,341.15. The company has a market capitalization of $527.48 billion, a price-to-earnings ratio of 52.89, a PEG ratio of 2.02 and a beta of 1.59.

Insider Buying and Selling at Netflix

In other news, CEO Gregory K. Peters sold 2,026 shares of the company's stock in a transaction that occurred on Tuesday, August 5th. The stock was sold at an average price of $1,157.44, for a total transaction of $2,344,973.44. Following the sale, the chief executive officer directly owned 12,781 shares of the company's stock, valued at $14,793,240.64. This represents a 13.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Theodore A. Sarandos sold 2,026 shares of the business's stock in a transaction that occurred on Tuesday, August 5th. The shares were sold at an average price of $1,160.62, for a total value of $2,351,416.12. Following the transaction, the chief executive officer directly owned 15,168 shares in the company, valued at approximately $17,604,284.16. This represents a 11.78% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 104,100 shares of company stock worth $122,710,980. Company insiders own 1.37% of the company's stock.

Hedge Funds Weigh In On Netflix

Several large investors have recently modified their holdings of NFLX. Headlands Technologies LLC bought a new position in Netflix in the 2nd quarter valued at $418,000. Nikulski Financial Inc. lifted its stake in shares of Netflix by 14.4% during the 2nd quarter. Nikulski Financial Inc. now owns 437 shares of the Internet television network's stock worth $585,000 after purchasing an additional 55 shares during the last quarter. MUFG Securities EMEA plc purchased a new stake in shares of Netflix during the 2nd quarter worth $1,685,000. SkyView Investment Advisors LLC purchased a new stake in shares of Netflix during the 2nd quarter worth $217,000. Finally, FFT Wealth Management LLC purchased a new stake in shares of Netflix during the 2nd quarter worth $234,000. Institutional investors own 80.93% of the company's stock.

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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