What is Seaport Res Ptn's Estimate for Netflix Q1 Earnings?

Key Points

• Seaport Res Ptn has raised its Q1 2026 earnings per share estimate for Netflix to $7.61, slightly higher than their previous estimate of $7.60, and maintains a "Strong-Buy" rating on the stock.
• Netflix reported $5.87 EPS for its last quarter, missing consensus estimates of $6.88, with revenues of $11.51 billion, which was also below analyst expectations.
• The average target price for Netflix among analysts is $1,341.22, with a consensus rating of "Moderate Buy."

Netflix, Inc. (NASDAQ:NFLX - Free Report) - Seaport Res Ptn upped their Q1 2026 earnings per share (EPS) estimates for shares of Netflix in a research note issued on Wednesday, October 22nd. Seaport Res Ptn analyst D. Joyce now expects that the Internet television network will post earnings per share of $7.61 for the quarter, up from their previous forecast of $7.60. Seaport Res Ptn currently has a "Strong-Buy" rating on the stock. The consensus estimate for Netflix's current full-year earnings is $24.58 per share.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its quarterly earnings results on Tuesday, October 21st. The Internet television network reported $5.87 EPS for the quarter, missing the consensus estimate of $6.88 by ($1.01). The company had revenue of $11.51 billion for the quarter, compared to analyst estimates of $11.52 billion. Netflix had a net margin of 24.05% and a return on equity of 42.45%. The business's revenue for the quarter was up 17.2% on a year-over-year basis. During the same period last year, the company posted $5.40 earnings per share. Netflix has set its FY 2025 guidance at EPS. Q4 2025 guidance at 5.450-5.450 EPS.

Other analysts have also recently issued research reports about the stock. UBS Group set a $1,500.00 price target on shares of Netflix in a research note on Wednesday. TD Cowen reduced their price target on Netflix from $1,450.00 to $1,425.00 and set a "buy" rating for the company in a report on Tuesday, October 7th. Barclays restated a "sell" rating and issued a $1,100.00 price objective (up previously from $1,000.00) on shares of Netflix in a research note on Wednesday, July 9th. Phillip Securities downgraded Netflix from a "hold" rating to a "strong sell" rating in a research note on Monday, July 21st. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Netflix in a research note on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, Netflix has an average rating of "Moderate Buy" and a consensus target price of $1,341.22.

Netflix Price Performance

NASDAQ:NFLX opened at $1,116.37 on Thursday. The stock has a market capitalization of $474.38 billion, a PE ratio of 46.63, a P/E/G ratio of 2.09 and a beta of 1.59. Netflix has a 1-year low of $744.26 and a 1-year high of $1,341.15. The firm has a fifty day simple moving average of $1,212.43 and a 200 day simple moving average of $1,182.04. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.58.

Institutional Investors Weigh In On Netflix

A number of large investors have recently bought and sold shares of NFLX. Integral Investment Advisors Inc. increased its holdings in Netflix by 28.7% in the 3rd quarter. Integral Investment Advisors Inc. now owns 636 shares of the Internet television network's stock valued at $762,000 after buying an additional 142 shares during the period. MassMutual Private Wealth & Trust FSB boosted its position in shares of Netflix by 0.5% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 2,469 shares of the Internet television network's stock worth $2,960,000 after acquiring an additional 13 shares in the last quarter. DSM Capital Partners LLC increased its stake in Netflix by 60.6% in the third quarter. DSM Capital Partners LLC now owns 133,580 shares of the Internet television network's stock valued at $160,152,000 after acquiring an additional 50,405 shares during the last quarter. Cerity Partners LLC increased its stake in Netflix by 8.7% in the third quarter. Cerity Partners LLC now owns 144,157 shares of the Internet television network's stock valued at $168,084,000 after acquiring an additional 11,566 shares during the last quarter. Finally, Crews Bank & Trust raised its position in Netflix by 5.8% during the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network's stock valued at $197,000 after purchasing an additional 9 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 2,600 shares of the business's stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $1,172.51, for a total value of $3,048,526.00. Following the completion of the sale, the chief financial officer owned 3,691 shares of the company's stock, valued at $4,327,734.41. The trade was a 41.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Gregory K. Peters 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 $1,157.44, for a total value of $2,344,973.44. Following the completion of the sale, the chief executive officer owned 12,781 shares of the company's stock, valued at approximately $14,793,240.64. This trade represents a 13.68% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 104,100 shares of company stock worth $122,710,980. Company insiders own 1.37% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.