New Street Research Lowers Netflix (NASDAQ:NFLX) Price Target to $96.00

Netflix (NASDAQ:NFLX) had its price objective lowered by New Street Research from $100.00 to $96.00 in a note issued to investors on Thursday,MarketScreener reports. The firm currently has a “neutral” rating on the Internet television network’s stock. New Street Research’s price objective would suggest a potential upside of 14.00% from the stock’s previous close.

NFLX has been the subject of several other reports. Itau BBA Securities started coverage on Netflix in a research report on Tuesday, October 7th. They issued an “outperform” rating and a $151.40 price objective for the company. Wedbush reaffirmed an “outperform” rating and set a $115.00 target price on shares of Netflix in a research note on Wednesday. Rosenblatt Securities reissued a “neutral” rating and issued a $94.00 price target (down from $105.00) on shares of Netflix in a research note on Friday, January 16th. Moffett Nathanson reduced their price objective on shares of Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, Erste Group Bank lowered shares of Netflix from a “buy” rating to a “hold” rating in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Netflix presently has an average rating of “Moderate Buy” and a consensus price target of $119.36.

Netflix Stock Down 1.3%

Shares of NASDAQ NFLX opened at $84.21 on Thursday. The company has a market capitalization of $356.82 billion, a P/E ratio of 33.32 and a beta of 1.71. Netflix has a 52-week low of $81.93 and a 52-week high of $134.12. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.33 and a current ratio of 1.33. The company’s 50 day moving average price is $97.34 and its 200-day moving average price is $111.91.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.96%. The company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period in the prior year, the company posted $0.43 earnings per share. Netflix’s revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts forecast that Netflix will post 24.58 earnings per share for the current year.

Insider Buying and Selling

In other Netflix news, Director Reed Hastings sold 426,290 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the sale, the director owned 3,940 shares in the company, valued at approximately $361,179.80. The trade was a 99.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the transaction, the director owned 79,690 shares in the company, valued at approximately $7,081,253.40. The trade was a 28.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,653,599 shares of company stock worth $173,141,263 over the last quarter. Corporate insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Netflix

Several large investors have recently added to or reduced their stakes in NFLX. First Financial Corp IN lifted its holdings in shares of Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. raised its position in Netflix by 885.2% in the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after buying an additional 239 shares during the last quarter. Imprint Wealth LLC purchased a new stake in Netflix in the 3rd quarter valued at $25,000. Retirement Wealth Solutions LLC bought a new position in Netflix during the 3rd quarter valued at $28,000. Finally, MB Levis & Associates LLC lifted its stake in Netflix by 177.8% during the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after acquiring an additional 192 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q4 results beat expectations modestly and paid memberships topped ~325M, showing the core streaming business still growing. Reuters: Netflix beats revenue estimates
• Positive Sentiment: Advertising is scaling — management said ad revenue topped roughly $1.5B in 2025, creating a meaningful new monetization channel beyond subscriptions. Deadline: Ad revenue update
• Positive Sentiment: Institutional buying visible — ARK/ Cathie Wood disclosed a meaningful purchase of Netflix shares, signaling some investor confidence at these levels. Blockonomi: ARK buys NFLX
• Neutral Sentiment: Netflix amended its WBD offer to an all‑cash structure — this can simplify shareholder approval but concentrates financing risk and makes the bid more binary on closing. MarketWatch: WBD deal analysis
• Neutral Sentiment: Wall Street reaction is mixed: many analysts kept Buy/Overweight ratings but cut price targets — the story is now more about execution and deal risk than last quarter’s headline numbers. TipRanks: analyst roundup
• Negative Sentiment: Guidance disappointed: Q1 EPS guidance came in below Street expectations, which triggered the initial sell‑off despite the quarter’s beat. Proactive: guidance reaction
• Negative Sentiment: Share buybacks paused to conserve cash for the WBD transaction — removes a near‑term shareholder return lever and raises cash‑allocation concerns. TalkMarkets: buyback pause
• Negative Sentiment: Higher content spend and margin pressure: Netflix plans to increase program spending (~10% in 2026), which could compress near‑term margins even as it chases long‑term growth. Financial Post: program spending
• Negative Sentiment: Recent insider selling disclosures add to negative optics as the stock re‑prices amid deal and guidance uncertainty. InsiderTrades: insider sale

About Netflix

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.