Seaport Res Ptn Has Bullish Outlook for Netflix Q4 Earnings

Netflix, Inc. (NASDAQ:NFLX - Free Report) - Equities researchers at Seaport Res Ptn increased their Q4 2025 earnings per share (EPS) estimates for Netflix in a research note issued to investors on Friday, July 18th. Seaport Res Ptn analyst D. Joyce now forecasts that the Internet television network will earn $5.31 per share for the quarter, up from their previous forecast of $4.95. Seaport Res Ptn has a "Hold" rating on the stock. The consensus estimate for Netflix's current full-year earnings is $24.58 per share. Seaport Res Ptn also issued estimates for Netflix's Q3 2026 earnings at $8.14 EPS and Q4 2026 earnings at $6.37 EPS.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its earnings results on Thursday, July 17th. The Internet television network reported $7.19 earnings per share for the quarter, topping analysts' consensus estimates of $7.07 by $0.12. The business had revenue of $11.08 billion during the quarter, compared to the consensus estimate of $11.04 billion. Netflix had a net margin of 24.58% and a return on equity of 42.50%. Netflix's quarterly revenue was up 15.9% on a year-over-year basis. During the same quarter last year, the firm earned $4.88 earnings per share.

Several other equities research analysts have also commented on the company. Wedbush restated an "outperform" rating and set a $1,500.00 target price (up previously from $1,400.00) on shares of Netflix in a research report on Monday, July 14th. Cfra Research upgraded Netflix to a "strong-buy" rating in a report on Monday, April 28th. Benchmark reiterated a "hold" rating on shares of Netflix in a research note on Monday, April 21st. UBS Group reiterated a "market underperform" rating on shares of Netflix in a research report on Saturday. Finally, JPMorgan Chase & Co. raised their price target on shares of Netflix from $1,230.00 to $1,300.00 and gave the stock a "neutral" rating in a report on Friday. Two equities research analysts have rated the stock with a sell rating, eleven have issued a hold rating, twenty-three have assigned a buy rating and one has issued a strong buy rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $1,291.41.

Netflix Stock Performance

Shares of Netflix stock opened at $1,209.24 on Monday. The business has a 50-day moving average price of $1,232.59 and a two-hundred day moving average price of $1,063.17. Netflix has a 1-year low of $587.04 and a 1-year high of $1,341.15. The company has a current ratio of 1.34, a quick ratio of 1.20 and a debt-to-equity ratio of 0.58. The company has a market cap of $514.62 billion, a P/E ratio of 51.52, a PEG ratio of 2.15 and a beta of 1.59.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of NFLX. GAMMA Investing LLC raised its stake in shares of Netflix by 109,524.3% during the 1st quarter. GAMMA Investing LLC now owns 8,835,722 shares of the Internet television network's stock worth $8,239,576,000 after purchasing an additional 8,827,662 shares during the period. Norges Bank purchased a new stake in Netflix during the fourth quarter worth about $5,019,087,000. Nuveen LLC bought a new stake in Netflix in the first quarter worth about $2,385,585,000. Kingstone Capital Partners Texas LLC boosted its stake in Netflix by 343,058.2% in the second quarter. Kingstone Capital Partners Texas LLC now owns 2,463,876 shares of the Internet television network's stock valued at $3,299,450,000 after acquiring an additional 2,463,158 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in Netflix by 57.3% in the first quarter. Goldman Sachs Group Inc. now owns 3,393,064 shares of the Internet television network's stock valued at $3,164,134,000 after acquiring an additional 1,236,251 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company's stock.

Insider Activity

In related news, Director Bradford L. Smith sold 3,919 shares of the business's stock in a transaction dated Monday, May 12th. The shares were sold at an average price of $1,124.26, for a total transaction of $4,405,974.94. Following the transaction, the director directly owned 7,969 shares in the company, valued at approximately $8,959,227.94. The trade was a 32.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Reed Hastings sold 26,977 shares of the company's stock in a transaction dated Thursday, May 1st. The stock was sold at an average price of $1,133.05, for a total transaction of $30,566,289.85. Following the completion of the sale, the director directly owned 394 shares of the company's stock, valued at $446,421.70. The trade was a 98.56% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 186,563 shares of company stock valued at $223,147,201 over the last quarter. 1.37% of the stock is owned by insiders.

About Netflix

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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