Netflix (NASDAQ:NFLX) Price Target Raised to $115.00

Netflix (NASDAQ:NFLX) had its price objective hoisted by stock analysts at Morgan Stanley from $110.00 to $115.00 in a research note issued on Thursday,MarketScreener reports. The firm presently has an “overweight” rating on the Internet television network’s stock. Morgan Stanley’s target price would indicate a potential upside of 15.52% from the company’s previous close.

A number of other equities research analysts also recently issued reports on NFLX. Phillip Securities upgraded Netflix from a “sell” rating to a “moderate buy” rating and upped their price objective for the company from $95.00 to $100.00 in a research report on Monday, January 26th. JPMorgan Chase & Co. started coverage on Netflix in a research report on Monday, March 2nd. They set an “overweight” rating and a $120.00 price objective on the stock. UBS Group set a $104.00 price objective on Netflix in a research report on Tuesday, January 27th. Argus reduced their price target on Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. Finally, Benchmark reiterated a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $115.22.

Netflix Trading Up 0.2%

Shares of NFLX stock opened at $99.55 on Thursday. Netflix has a 1 year low of $75.01 and a 1 year high of $134.12. 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 stock’s 50 day simple moving average is $89.11 and its two-hundred day simple moving average is $99.25. The company has a market cap of $420.30 billion, a PE ratio of 39.42, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data 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 return on equity of 43.26% and a net margin of 24.30%.The business had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the prior year, the business posted $0.43 earnings per share. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts predict that Netflix will post 24.58 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Reed Hastings sold 420,550 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the transaction, the director owned 3,940 shares of the company’s stock, valued at $376,230.60. This 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 the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the transaction, the director directly owned 79,690 shares in the company, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 over the last 90 days. 1.37% of the stock is owned by insiders.

Institutional Trading of Netflix

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in shares of Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after purchasing an additional 142,238 shares in the last quarter. Contravisory Investment Management Inc. raised its stake in shares of Netflix by 837.2% in the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after purchasing an additional 99,496 shares in the last quarter. Crew Capital Management Ltd raised its stake in shares of Netflix by 1,021.9% in the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock valued at $847,000 after purchasing an additional 8,226 shares in the last quarter. Grove Bank & Trust raised its stake in shares of Netflix by 1,379.8% in the 4th quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock valued at $2,392,000 after purchasing an additional 23,788 shares in the last quarter. Finally, Cidel Asset Management Inc. raised its stake in shares of Netflix by 1,031.4% in the 4th quarter. Cidel Asset Management Inc. now owns 8,169 shares of the Internet television network’s stock valued at $766,000 after purchasing an additional 7,447 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Walking away from the Warner Bros. Discovery bid removed deal risk and was followed by a sharp rally; reports say ad revenue has roughly doubled to ~$1.5B and analysts now see stronger FY26 EPS growth (~24%), supporting improved margin and cash‑flow outlooks. Why Netflix (NFLX) Stock Surged 30% After Ditching the Warner Bros. Discovery Deal
• Positive Sentiment: Broker support is rising: Oppenheimer reiterated bullish views (citing price‑hike revenue lift) and other firms (Goldman/Jefferies in recent coverage) have pushed price targets higher or upgraded the stock, reinforcing demand from institutional buyers. Oppenheimer Bullish on Netflix (NFLX) Amid Higher Revenue Driven By Price Hikes
• Positive Sentiment: Product and ecosystem expansion (new ad‑free Netflix Playground kids app, sports & dining partnerships) broadens engagement and monetization levers beyond subscriptions and ads, helping diversify growth drivers. What Netflix (NFLX)’s Sports, Dining and Kids Gaming Push Means For Shareholders
• Positive Sentiment: Analysts and research notes highlight improving earnings quality now that the WBD deal is off the table, which reduces a major overhang going into Q1 results. Netflix (NFLX) Heads into Q1 with Stronger Earnings Quality as Deal Risk Fades
• Neutral Sentiment: Erste Group made very small trims to FY2026/27 EPS forecasts (drops of ~$0.01), but maintained a Buy rating — a modest modeling tweak rather than a major revision to the investment case.
• Neutral Sentiment: Macro/tech tailwinds: broader positive forecasts for US tech stocks provide some supportive backdrop for momentum names like NFLX. AMZN, AAPL and NFLX Forecasts – US Tech Stocks Supported So Far
• Negative Sentiment: Regulatory/legal risk in Italy: a court ordered potential refunds to subscribers over repeated price hikes; if upheld on appeal, this could mean meaningful one‑time payouts and negative PR in a key market. Netflix told by court to refund customers over repeated price hikes
• Negative Sentiment: Some recent commentary points to mixed valuation signals and the path to recapturing prior highs remains contingent on execution (subscriber trends, content spend discipline); a few reports note results have occasionally disappointed expectations. Netflix (NFLX) Slid as Results Fell Short of Expectations

Netflix Company Profile

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.