Netflix (NASDAQ:NFLX) Shares Up 1.7% – What’s Next?

Posted by Francis Steltz on Jul 26th, 2026

Netflix, Inc. (NASDAQ:NFLX – Get Free Report)’s stock price was up 1.7% during mid-day trading on Friday . The stock traded as high as $70.68 and last traded at $70.09. 35,314,285 shares traded hands during mid-day trading, a decline of 23% from the average session volume of 45,950,688 shares. The stock had previously closed at $68.89.

Key Netflix News

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Netflix’s expanding global content strategy, including local-language hits and major franchises, is helping broaden engagement and could support more durable revenue growth. Netflix’s Global Content Strategy Expands: Is Growth More Durable?
Positive Sentiment: Some analysts and commentators are arguing the post-earnings selloff may have made NFLX more of a value opportunity than a growth stock, which could attract bargain hunters. Netflix (NFLX) Stock Has Become a Value Play Post Q2
Neutral Sentiment: Netflix remains a central topic in streaming ETF discussions after its Q2 results, as investors weigh whether the company’s growth profile is still strong enough to support the broader streaming trade. ETFs in Spotlight Following Netflix’s Q2 Earnings Beat & Weak ’26 View
Neutral Sentiment: Market commentary continues to frame Netflix as a company with strong fundamentals but challenged sentiment, with the stock still trading near recent lows. What’s Going on With Netflix Stock?
Negative Sentiment: Investors are worried that slowing growth, weaker guidance, and rich valuation could limit upside for NFLX despite higher revenue and profit. Losing Wall Street binge premium! Why are Netflix shares in a freefall this year?
Negative Sentiment: Competitive pressure is still a concern, with YouTube’s strong ad growth renewing questions about whether Netflix can maintain its lead in video entertainment monetization. Alphabet-Owned YouTube Ad Sales Hit a Record $11.06 Billion. Is YouTube Dangerously Close to Surpassing Netflix in Revenue?

Wall Street Analyst Weigh In

Several research firms recently weighed in on NFLX. Barclays dropped their price target on Netflix from $85.00 to $80.00 and set an “equal weight” rating on the stock in a research report on Friday, July 17th. China Intl Cap upgraded Netflix to a “strong-buy” rating in a report on Tuesday, July 21st. Piper Sandler reissued an “overweight” rating and set a $85.00 price objective (down from $115.00) on shares of Netflix in a research report on Friday, July 17th. TD Cowen dropped their target price on shares of Netflix from $112.00 to $100.00 and set a “buy” rating on the stock in a report on Friday, July 17th. Finally, KGI Securities cut shares of Netflix from an “outperform” rating to a “neutral” rating and set a $75.00 target price on the stock. in a report on Friday, July 17th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, seventeen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Netflix has a consensus rating of “Moderate Buy” and an average target price of $103.48.

Read Our Latest Research Report on NFLX

Netflix Price Performance

The company has a current ratio of 1.14, a quick ratio of 1.41 and a debt-to-equity ratio of 0.39. The company has a market cap of $291.85 billion, a PE ratio of 22.06, a P/E/G ratio of 0.88 and a beta of 1.52. The firm has a 50 day moving average of $78.34 and a two-hundred day moving average of $86.05.

Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The Internet television network reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The company had revenue of $12.56 billion during the quarter, compared to analyst estimates of $12.58 billion. During the same quarter last year, the company earned $0.72 EPS. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. Research analysts predict that Netflix, Inc. will post 3.59 earnings per share for the current fiscal year.

Insider Activity

In other news, CFO Spencer Adam Neumann sold 9,253 shares of Netflix stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.95, for a total value of $823,054.35. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $6,563,353.65. The trade was a 11.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Reed Hastings sold 407,550 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $93.13, for a total transaction of $37,955,131.50. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at approximately $366,932.20. The trade was a 99.04% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 899,839 shares of company stock valued at $80,141,661. 1.24% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after purchasing an additional 351,493,659 shares during the last quarter. State Street Corp increased its holdings in shares of Netflix by 927.6% in the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock worth $16,574,986,000 after purchasing an additional 159,578,053 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Netflix by 892.0% in the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after purchasing an additional 89,558,684 shares during the last quarter. Capital World Investors raised its stake in shares of Netflix by 859.1% in the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock worth $8,376,656,000 after purchasing an additional 80,025,890 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its holdings in shares of Netflix by 685.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock valued at $8,068,882,000 after purchasing an additional 75,107,069 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Netflix Company Profile

(Get Free Report)

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.