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

Netflix (NASDAQ:NFLX) had its price target boosted by Morgan Stanley from $110.00 to $115.00 in a research report released on Thursday,MarketScreener reports. Morgan Stanley currently has an overweight rating on the Internet television network’s stock.

A number of other analysts have also recently weighed in on NFLX. William Blair reaffirmed an “outperform” rating on shares of Netflix in a research report on Wednesday, January 21st. Rosenblatt Securities raised their price target on Netflix from $95.00 to $96.00 and gave the company a “neutral” rating in a report on Monday. Loop Capital set a $104.00 price target on Netflix in a report on Tuesday, January 27th. Freedom Capital raised Netflix from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, Erste Group Bank raised Netflix from a “hold” rating to a “buy” rating in a report on Tuesday, March 24th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $115.22.

Netflix Stock Up 2.7%

Netflix stock opened at $102.05 on Thursday. Netflix has a twelve month low of $75.01 and a twelve month high of $134.12. The stock has a 50 day moving average of $89.49 and a two-hundred day moving average of $99.11. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a market capitalization of $430.87 billion, a price-to-earnings ratio of 40.38, a PEG ratio of 1.51 and a beta of 1.67.

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 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 company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the firm earned $0.43 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, research analysts expect that Netflix will post 24.58 earnings per share for the current year.

Insider Activity at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 57,260 shares of the firm’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. This represents a 46.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,543,023 shares of company stock valued at $141,145,842 in the last ninety days. 1.37% of the stock is owned by insiders.

Institutional Investors Weigh In On Netflix

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Old North State Trust LLC grew its position in shares of Netflix by 1,157.3% in the fourth quarter. Old North State Trust LLC now owns 14,082 shares of the Internet television network’s stock valued at $1,320,000 after purchasing an additional 12,962 shares during the period. J. Derek Lewis & Associates Inc. purchased a new stake in Netflix during the fourth quarter valued at about $826,000. Purpose Unlimited Inc. purchased a new stake in Netflix during the fourth quarter valued at about $6,230,000. Painted Porch Advisors LLC grew its position in Netflix by 902.1% during the fourth quarter. Painted Porch Advisors LLC now owns 4,810 shares of the Internet television network’s stock valued at $451,000 after acquiring an additional 4,330 shares during the period. Finally, Stance Capital LLC grew its position in Netflix by 1,213.7% during the fourth quarter. Stance Capital LLC now owns 14,858 shares of the Internet television network’s stock valued at $1,393,000 after acquiring an additional 13,727 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analyst upgrades and higher price targets are boosting sentiment — Goldman Sachs (new $120 target), Morgan Stanley (raised to $115, overweight) and Oppenheimer (raised to $135, Outperform) have been positive on NFLX, citing profitability and price-hike/ad-revenue tailwinds. Read More.
• Positive Sentiment: Q1 expectations point to an earnings beat: UBS and other outlets expect results modestly above Netflix’s guidance due to recent price increases and accelerating ad business; that outlook is a near-term catalyst ahead of earnings. Read More.
• Positive Sentiment: Deal risk removed — Netflix walking away from the Warner Bros. Discovery deal has been framed as net positive by analysts (clears acquisition overhang, leaves cash and ad momentum intact), supporting upside case. Read More.
• Positive Sentiment: Product & ecosystem moves (e.g., Netflix Playground kids app, sports/dining partnerships) widen engagement and new monetization paths—supporting revenue diversification. Read More.
• Neutral Sentiment: Options market shows “sawtooth” volatility implying a strong post‑earnings move — this signals bigger price swings after results (direction depends on beat vs. miss). Read More.
• Neutral Sentiment: Analyst notes and features (comparisons with Disney, founder-led company profiles) underscore Netflix’s steady revenue growth vs. peers but offer mixed valuation signals — useful context but not immediately catalytic. Read More.
• Neutral Sentiment: Market calendar: multiple outlets flag April 16 (earnings) as the key date — expect elevated newsflow and volatility into the print. Read More.
• Negative Sentiment: Legal/refund risk in Europe — an Italian court ordered refunds over repeated price hikes; although appeal is possible, the ruling introduces regulatory/consumer-risk uncertainty. Read More.
• Negative Sentiment: Balance-sheet nuance: coverage points to roughly $7.4B of stock-option-related obligations that can act like hidden leverage — investors should monitor dilution/financial flexibility implications. Read More.

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.