Netflix (NASDAQ:NFLX) Stock Rating Reaffirmed as Buy by TD Cowen

Netflix (NASDAQ:NFLX)‘s stock had its “buy” rating reiterated by analysts at TD Cowen in a report issued on Wednesday, Benzinga reports. They presently have a $100.00 price target on the Internet television network’s stock. TD Cowen‘s price objective would indicate a potential upside of 52.19% from the company’s current price.

A number of other research firms have also weighed in on NFLX. Loop Capital reduced their target price on Netflix from $115.00 to $95.00 and set a “buy” rating on the stock in a research note on Friday, July 24th. Guggenheim reduced their target price on Netflix from $80.00 to $78.00 and set a “buy” rating on the stock in a research note on Wednesday. New Street Research increased their target price on Netflix from $96.00 to $102.00 and gave the stock a “neutral” rating in a research note on Friday, July 17th. Oppenheimer reiterated an “outperform” rating and issued a $80.00 target price (down from $85.00) on shares of Netflix in a research note on Wednesday. Finally, DZ Bank reiterated a “buy” rating on shares of Netflix in a research note on Monday, July 20th. Three research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $90.06.

Netflix Trading Down 4.3%

NFLX traded down $2.98 during trading on Wednesday, reaching $65.71. The company had a trading volume of 70,759,071 shares, compared to its average volume of 42,477,469. The stock has a market cap of $273.60 billion, a P/E ratio of 20.64, a PEG ratio of 0.99 and a beta of 1.62. The business has a 50 day simple moving average of $74.92 and a 200-day simple moving average of $80.20. Netflix has a 52 week low of $64.10 and a 52 week high of $116.73. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.39.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.82 by $0.05. The company had revenue of $12.87 billion during the quarter, compared to the consensus estimate of $12.87 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%. Netflix’s revenue was up 11.9% on a year-over-year basis. During the same period last year, the company earned $0.59 earnings per share. On average, equities analysts anticipate that Netflix will post 3.59 EPS for the current fiscal year.

Insider Activity

In other news, Director Richard Barton sold 2,160 shares of the firm’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $75.10, for a total transaction of $162,216.00. Following the transaction, the director owned 246 shares in the company, valued at approximately $18,474.60. This trade represents a 89.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gregory Peters sold 27,312 shares of the firm’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $73.54, for a total value of $2,008,524.48. Following the transaction, the chief executive officer owned 120,931 shares in the company, valued at approximately $8,893,265.74. This represents a 18.42% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 179,045 shares of company stock valued at $13,132,194. Company insiders own 1.24% of the company’s stock.

Hedge Funds Weigh In On Netflix

Several institutional investors have recently made changes to their positions in NFLX. Clal Insurance Enterprises Holdings Ltd acquired a new stake in Netflix during the second quarter worth about $26,000. Sawyer & Company Inc acquired a new stake in shares of Netflix in the third quarter valued at about $27,000. Compound Global Advisors LLC acquired a new stake in shares of Netflix in the second quarter valued at about $29,000. Burnham & Co LLC acquired a new stake in shares of Netflix in the second quarter valued at about $29,000. Finally, Merkkuri Wealth Advisors LLC acquired a new stake in shares of Netflix in the first quarter valued at about $31,000. Hedge funds and other 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: Netflix reported third-quarter adjusted EPS of $0.87, above the $0.82 analyst consensus, while revenue of $12.87 billion was broadly in line with expectations. Net income rose about 44% year over year to $3.66 billion, and operating margin expanded to 34.6%. Netflix slides as weak profit, ad outlook intensify investor anxiety
• Positive Sentiment: Management continues to target double-digit revenue growth and expects advertising revenue to grow more than 80% in 2026. Netflix also pointed to pricing, its content pipeline and live events—including NFL programming—as potential drivers of future engagement and membership. NFLX Q3 Earnings Call Highlights Advertising Growth and Content Strategy
• Neutral Sentiment: Some analysts view the decline as a valuation opportunity. BMO cited substantial upside, while TD Cowen maintained a Buy rating with a $100 target; however, JPMorgan, Guggenheim and Bank of America reduced their targets, reflecting greater uncertainty around execution and growth.
• Negative Sentiment: Netflix lowered its 2026 advertising-revenue forecast to approximately $2.7 billion from $3 billion because ad-product rollouts are taking longer than expected. The shortfall undermines a key part of the company’s growth strategy. Netflix Cut Its Ad Revenue Forecast by $300 Million
• Negative Sentiment: Fourth-quarter revenue guidance of roughly $13.4 billion fell short of Wall Street expectations, implying another slowdown in sales growth. The company also reduced its 2026 free-cash-flow outlook to about $12 billion, while restructuring costs are expected to pressure fourth-quarter margins.
• Negative Sentiment: Management acknowledged investor concern about stagnant viewing-hour growth, particularly in the U.S. and Canada, and said content execution needs to improve. Analysts are questioning whether Netflix’s large content budget still provides a durable advantage against YouTube, TikTok and increasingly competitive streaming services. Is Netflix losing one of its longest-standing edge?

Netflix Company Profile

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.