Research Analysts’ Recent Ratings Changes for Netflix (NFLX)

by · The Cerbat Gem

A number of firms have modified their ratings and price targets on shares of Netflix (NASDAQ: NFLX) recently:

  • 5/4/2026 – Netflix was upgraded by Weiss Ratings from “hold (c)” to “hold (c+)”.
  • 4/27/2026 – Netflix was downgraded by Erste Group Bank AG from “buy” to “hold”.
  • 4/27/2026 – Netflix had its price target raised by Citic Securities from $95.00 to $107.00. They now have a “hold” rating on the stock.
  • 4/23/2026 – Netflix had its price target raised by Daiwa Securities Group Inc. from $97.00 to $102.00. They now have an “outperform” rating on the stock.
  • 4/22/2026 – Netflix had its “buy” rating reaffirmed by JPMorgan Chase & Co..
  • 4/20/2026 – Netflix had its price target raised by Phillip Securities from $100.00 to $110.00.
  • 4/17/2026 – Netflix was given a new $120.00 price target by Guggenheim. They now have a “buy” rating on the stock.
  • 4/17/2026 – Netflix was given a new $120.00 price target by Oppenheimer Holdings, Inc.. They now have an “outperform” rating on the stock.
  • 4/17/2026 – Netflix had its “outperform” rating reaffirmed by Wolfe Research. They now have a $107.00 price target on the stock.
  • 4/17/2026 – Netflix had its “overweight” rating reaffirmed by Morgan Stanley.
  • 4/17/2026 – Netflix had its “overweight” rating reaffirmed by Piper Sandler. They now have a $115.00 price target on the stock, up from $103.00.
  • 4/17/2026 – Netflix had its “buy” rating reaffirmed by Needham & Company LLC.
  • 4/17/2026 – Netflix was given a new $110.00 price target by Barclays PLC. They now have an “equal weight” rating on the stock.
  • 4/17/2026 – Netflix was given a new $96.00 price target by Pivotal Research. They now have a “hold” rating on the stock.
  • 4/17/2026 – Netflix had its price target raised by New Street Research from $96.00 to $102.00.
  • 4/17/2026 – Netflix had its price target lowered by Barclays PLC from $115.00 to $110.00. They now have an “equal weight” rating on the stock.
  • 4/17/2026 – Netflix had its “buy” rating reaffirmed by DZ Bank AG.
  • 4/17/2026 – Netflix had its price target raised by China Renaissance from $90.00 to $100.00. They now have a “hold” rating on the stock.
  • 4/17/2026 – Netflix had its price target lowered by JPMorgan Chase & Co. from $120.00 to $118.00. They now have an “overweight” rating on the stock.
  • 4/17/2026 – Netflix had its price target raised by Seaport Research Partners from $115.00 to $119.00. They now have a “buy” rating on the stock.
  • 4/17/2026 – Netflix had its price target lowered by Jefferies Financial Group Inc. from $134.00 to $128.00. They now have a “buy” rating on the stock.
  • 4/17/2026 – Netflix had its price target lowered by Sanford C. Bernstein from $115.00 to $110.00. They now have an “outperform” rating on the stock.
  • 4/17/2026 – Netflix had its price target lowered by Rosenblatt Securities from $96.00 to $95.00. They now have a “neutral” rating on the stock.
  • 4/16/2026 – Netflix had its “outperform” rating reaffirmed by Wedbush. They now have a $118.00 price target on the stock.
  • 4/16/2026 – Netflix is now covered by Citigroup Inc.. They set a “market perform” rating on the stock.
  • 4/15/2026 – Netflix had its “market perform” rating reaffirmed by Citizens Jmp.
  • 4/14/2026 – Netflix had its “overweight” rating reaffirmed by KeyCorp. They now have a $115.00 price target on the stock, up from $108.00.
  • 4/14/2026 – Netflix had its “buy” rating reaffirmed by Guggenheim. They now have a $130.00 price target on the stock.
  • 4/14/2026 – Netflix had its price target raised by Deutsche Bank Aktiengesellschaft from $98.00 to $100.00. They now have a “hold” rating on the stock.
  • 4/14/2026 – Netflix had its price target raised by Moffett Nathanson from $115.00 to $120.00. They now have a “buy” rating on the stock.
  • 4/13/2026 – Netflix was upgraded by The Goldman Sachs Group, Inc. from “neutral” to “buy”.
  • 4/10/2026 – Netflix had its price target raised by Wedbush from $115.00 to $118.00. They now have an “outperform” rating on the stock.
  • 4/10/2026 – Netflix had its price target raised by HSBC Holdings plc from $106.00 to $114.00. They now have a “buy” rating on the stock.
  • 4/9/2026 – Netflix had its price target raised by Morgan Stanley from $110.00 to $115.00. They now have an “overweight” rating on the stock.
  • 4/8/2026 – Netflix had its “buy” rating reaffirmed by Jefferies Financial Group Inc..
  • 4/6/2026 – Netflix had its price target raised by Rosenblatt Securities from $95.00 to $96.00. They now have a “neutral” rating on the stock.
  • 4/6/2026 – Netflix was upgraded by The Goldman Sachs Group, Inc. from “neutral” to “buy”. They now have a $120.00 price target on the stock, up from $100.00.
  • 3/31/2026 – Netflix had its price target raised by President Capital from $133.00 to $134.00. They now have a “buy” rating on the stock.
  • 3/30/2026 – Netflix is now covered by Citizens Jmp. They set a “market perform” rating on the stock.
  • 3/27/2026 – Netflix had its “buy” rating reaffirmed by Jefferies Financial Group Inc..
  • 3/27/2026 – Netflix had its price target raised by Oppenheimer Holdings, Inc. from $125.00 to $135.00. They now have an “outperform” rating on the stock.
  • 3/24/2026 – Netflix was upgraded by Erste Group Bank AG from “hold” to “buy”.
  • 3/18/2026 – Netflix is now covered by Citigroup Inc.. They set a “buy” rating and a $115.00 price target on the stock.
  • 3/9/2026 – Netflix is now covered by Wells Fargo & Company. They set an “equal weight” rating and a $105.00 price target on the stock.

Insider Activity

In related news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $25,623,066. This trade represents a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,431,627 shares of company stock valued at $135,647,236. 1.37% of the stock is currently owned by corporate insiders.

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.

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