Netflix (NFLX) – Research Analysts’ Recent Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Netflix (NASDAQ: NFLX) in the last few weeks:

• 1/15/2026 – Netflix had its price target lowered by analysts at Wedbush from $140.00 to $115.00. They now have an “outperform” rating on the stock.
• 1/14/2026 – Netflix had its “outperform” rating reaffirmed by analysts at BMO Capital Markets.
• 1/13/2026 – Netflix had its “hold” rating reaffirmed by analysts at Benchmark Co..
• 1/13/2026 – Netflix had its “buy” rating reaffirmed by analysts at Cowen Inc.
• 1/13/2026 – Netflix had its price target lowered by analysts at TD Cowen from $142.00 to $115.00. They now have a “buy” rating on the stock.
• 1/12/2026 – Netflix is now covered by analysts at HSBC Holdings plc. They set a “buy” rating and a $107.00 price target on the stock.
• 1/12/2026 – Netflix was upgraded by analysts at Hsbc Global Res to a “strong-buy” rating.
• 1/9/2026 – Netflix was given a new $112.00 price target on by analysts at The Goldman Sachs Group, Inc.. They now have a “neutral” rating on the stock.
• 1/8/2026 – Netflix had its “buy” rating reaffirmed by analysts at Jefferies Financial Group Inc..
• 1/5/2026 – Netflix was downgraded by analysts at Cfra from a “strong-buy” rating to a “hold” rating. They now have a $100.00 price target on the stock.
• 1/5/2026 – Netflix was downgraded by analysts at Cfra Research from a “strong-buy” rating to a “hold” rating.
• 12/29/2025 – Netflix had its “buy (b-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Netflix had its “buy (b-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/18/2025 – Netflix was given a new $120.00 price target on by analysts at Morgan Stanley.
• 12/17/2025 – Netflix had its “buy” rating reaffirmed by analysts at DZ Bank AG.
• 12/17/2025 – Netflix had its “buy” rating reaffirmed by analysts at Jefferies Financial Group Inc..
• 12/15/2025 – Netflix had its “buy (b-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Netflix had its price target lowered by analysts at Wolfe Research from $139.00 to $121.00. They now have an “outperform” rating on the stock.
• 12/11/2025 – Netflix was given a new $134.00 price target on by analysts at Jefferies Financial Group Inc..
• 12/10/2025 – Netflix had its “outperform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $125.00 price target on the stock.
• 12/9/2025 – Netflix had its “buy” rating reaffirmed by analysts at Needham & Company LLC. They now have a $150.00 price target on the stock.
• 12/8/2025 – Netflix was given a new $142.00 price target on by analysts at UBS Group AG.
• 12/8/2025 – Netflix had its “buy” rating reaffirmed by analysts at Cowen Inc.
• 12/8/2025 – Netflix had its “outperform” rating reaffirmed by analysts at BMO Capital Markets.
• 12/8/2025 – Netflix was downgraded by analysts at Pivotal Research from a “buy” rating to a “hold” rating. They now have a $105.00 price target on the stock, down previously from $160.00.
• 12/8/2025 – Netflix had its “buy” rating reaffirmed by analysts at UBS Group AG. They now have a $150.00 price target on the stock.
• 12/8/2025 – Netflix had its “buy” rating reaffirmed by analysts at Canaccord Genuity Group Inc.. They now have a $152.50 price target on the stock.
• 12/8/2025 – Netflix had its “buy” rating reaffirmed by analysts at Jefferies Financial Group Inc.. They now have a $134.00 price target on the stock, down previously from $150.00.
• 12/8/2025 – Netflix had its “neutral” rating reaffirmed by analysts at Rosenblatt Securities. They now have a $105.00 price target on the stock, down previously from $152.00.
• 12/5/2025 – Netflix was downgraded by analysts at Huber Research to a “buy” rating.
• 12/5/2025 – Netflix had its “outperform” rating reaffirmed by analysts at Evercore ISI. They now have a $138.00 price target on the stock.
• 12/5/2025 – Netflix had its “buy” rating reaffirmed by analysts at DZ Bank AG.
• 12/5/2025 – Netflix had its “neutral” rating reaffirmed by analysts at Barclays PLC. They now have a $110.00 price target on the stock.
• 11/28/2025 – Netflix had its “buy” rating reaffirmed by analysts at Rosenblatt Securities. They now have a $152.00 price target on the stock, down previously from $153.00.
• 11/19/2025 – Netflix had its “buy” rating reaffirmed by analysts at Sanford C. Bernstein.
• 11/18/2025 – Netflix had its price target lowered by analysts at Barclays PLC to $110.00. They now have an “equal weight” rating on the stock.
• 11/18/2025 – Netflix had its price target lowered by analysts at JPMorgan Chase & Co. from $127.50 to $124.00. They now have a “neutral” rating on the stock.
• 11/17/2025 – Netflix had its “buy” rating reaffirmed by analysts at DZ Bank AG.

Insiders Place Their Bets

In other Netflix news, CEO Theodore A. Sarandos sold 20,270 shares of the business’s stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $109.21, for a total transaction of $2,213,646.16. Following the sale, the chief executive officer 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 SEC, which can be accessed through the SEC website. Also, insider David A. Hyman sold 314,620 shares of the firm’s stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $109.98, for a total value of $34,603,166.08. Following the sale, the insider directly owned 316,100 shares in the company, valued at approximately $34,765,942.40. This trade represents a 49.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,598,370 shares of company stock worth $168,251,193 over the last 90 days. Insiders own 1.37% of the company’s stock.

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.