Netflix (NFLX) Projected to Post Earnings on Tuesday

Key Points

• Q4 2025 earnings: Netflix will report results after the market close on Tuesday, January 20, 2026, with analysts expecting $0.55 EPS and a conference call scheduled for 4:45 PM ET.
• Recent performance and Street view: Netflix missed the October quarter (reported $5.87 EPS vs. $6.96 estimate), analysts project about $25 EPS for the current fiscal year and $30 EPS next year, and MarketBeat's consensus rating is "Moderate Buy" with an average price target of $129.33.
• M&A and governance risks: the proposed Warner Bros. Discovery deal is widely reported as still on track but faces legal and political challenges, and insiders have sold roughly 1.6 million shares (about $168M) in the past 90 days.

Netflix (NASDAQ:NFLX - Get Free Report) is projected to announce its Q4 2025 results after the market closes on Tuesday, January 20th. Analysts expect the company to announce earnings of $0.55 per share for the quarter. Netflix has set its Q4 2025 guidance at 5.450-5.450 EPS. Investors can find conference call details on the company's upcoming Q4 2025 earning report page for the latest details on the call scheduled for Tuesday, January 20, 2026 at 4:45 PM ET.

Netflix (NASDAQ:NFLX - Get Free Report) last released its earnings results on Tuesday, October 21st. The Internet television network reported $5.87 EPS for the quarter, missing the consensus estimate of $6.96 by ($1.09). The business had revenue of $11.51 billion for the quarter, compared to the consensus estimate of $11.51 billion. Netflix had a net margin of 24.05% and a return on equity of 41.86%. Netflix's revenue for the quarter was up 17.2% on a year-over-year basis. During the same period in the prior year, the business posted $5.40 EPS. On average, analysts expect Netflix to post $25 EPS for the current fiscal year and $30 EPS for the next fiscal year.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $89.41 on Tuesday. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.56. The stock has a market cap of $378.86 billion, a PE ratio of 37.35 and a beta of 1.71. The company's fifty day moving average is $100.64 and its 200 day moving average is $113.97. Netflix has a 52 week low of $82.11 and a 52 week high of $134.12.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Sanford C. Bernstein reiterated an "outperform" rating and issued a $125.00 price objective on shares of Netflix in a report on Wednesday, December 10th. Citigroup restated a "neutral" rating and set a $129.50 price target (up from $128.00) on shares of Netflix in a research report on Friday, October 3rd. Argus set a $141.00 price target on Netflix in a research note on Thursday, October 23rd. Wolfe Research lowered their price objective on Netflix from $139.00 to $121.00 and set an "outperform" rating for the company in a research report on Monday, December 15th. Finally, Citic Securities dropped their price objective on Netflix from $128.00 to $125.00 and set a "hold" rating for the company in a research note on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $129.33.

Insider Activity

In other news, CEO Theodore A. Sarandos sold 20,270 shares of the business's stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $109.21, for a total transaction of $2,213,646.16. Following the transaction, the chief executive officer directly owned 151,680 shares of the company's stock, valued at approximately $16,564,669.44. The trade was a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Hyman sold 314,620 shares of the firm's stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $109.98, for a total value of $34,603,166.08. Following the completion of the sale, the insider directly owned 316,100 shares of the company's stock, valued at $34,765,942.40. The trade was a 49.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,598,370 shares of company stock valued at $168,251,193. 1.37% of the stock is owned by insiders.

Hedge Funds Weigh In On Netflix

Several hedge funds and other institutional investors have recently modified their holdings of the stock. California State Teachers Retirement System lifted its holdings in Netflix by 0.3% in the second quarter. California State Teachers Retirement System now owns 671,567 shares of the Internet television network's stock worth $899,316,000 after buying an additional 2,169 shares during the period. Daiwa Securities Group Inc. grew its holdings in shares of Netflix by 18.3% during the 3rd quarter. Daiwa Securities Group Inc. now owns 609,984 shares of the Internet television network's stock worth $731,321,000 after acquiring an additional 94,448 shares during the period. Viking Global Investors LP bought a new position in shares of Netflix in the 3rd quarter worth approximately $600,434,000. Caisse de depot et placement du Quebec lifted its stake in shares of Netflix by 9.5% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 365,624 shares of the Internet television network's stock valued at $438,354,000 after purchasing an additional 31,867 shares during the period. Finally, AQR Capital Management LLC lifted its stake in shares of Netflix by 21.7% in the 3rd quarter. AQR Capital Management LLC now owns 335,011 shares of the Internet television network's stock valued at $397,166,000 after purchasing an additional 59,699 shares during the period. Hedge funds and other institutional investors own 80.93% of the company's stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts and brokers are leaning bullish: HSBC (reported via TipRanks) and other firms have issued fresh buy ratings citing a “sturdy” earnings outlook and upside from the proposed Warner Bros. Discovery acquisition. Netflix Stock (NFLX) Given New Buy Rating on ‘Sturdy’ Earnings Outlook
• Positive Sentiment: Multiple reports say Netflix’s deal to acquire Warner Bros. Discovery remains on track, which supports the strategic rationale and potential long-term revenue/scale benefits if completed. Netflix’s (NFLX) deal with Warner Bros. remains on track
• Positive Sentiment: Technical and contrarian narratives—several “buy-the-dip” pieces—highlight oversold indicators, compressed valuation and attractive upside into the upcoming Q4 earnings, which could attract value-focused buyers. Is Netflix a Buy Ahead of Earnings? It Looks Like It
• Neutral Sentiment: Short-interest reporting appears anomalous (published as zero in the feed), so there's no clear short-squeeze pressure implied by these data; treat the short-interest item as non-informative for now.
• Negative Sentiment: Paramount Skydance has escalated a hostile campaign — suing Warner Bros. Discovery for deal disclosures, filing for proxy fights and nominating directors — creating legal and governance uncertainty that could delay or complicate the Netflix-WBD transaction. Show us the math: Paramount sues Warner Bros. over how it determined Netflix’s bid is better
• Negative Sentiment: Political headwinds: a viral post from former President Trump criticizing Netflix as “woke” was widely covered and could signal political/regulatory opposition that raises policy risk around large media deals. Trump Shares Post Accusing Netflix Of Being 'Woke' — Is President Signaling He Won't Support Warner Bros. Merger?
• Negative Sentiment: Execution and earnings risk remain: NFLX missed EPS in October, the stock has fallen sharply from highs (~30%), and Q4 results (and commentary on WBD deal financing/debt) are near-term catalysts that could trigger further downside if guidance disappoints. As Netflix Drops 33%, Is NFLX Stock Buy Ahead of Q4 Earnings?

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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