ANALYST-DOWNGRADE ·Filed Sep 18, 2026
Wells Fargo double downgrade: Equal-Weight → Underweight
Price Chart
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Executive Summary
Wells Fargo double downgrade: Equal-Weight → Underweight
Impact Score
Base Score
3/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
43 (74%)
Hold
15
Sell / Strong Sell
0
Total Analysts
45
Mean PT
$93.88
Median PT
$93.00
High PT
$135.00
Low PT
$70.00
Current Price
$75.31
Implied Upside
+24.7%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-09-18 | Wells Fargo | downgrade | Underweight | $57.00 |
| 2026-09-14 | Evercore ISI Group | maintain | Outperform | $110.00 |
| 2026-08-25 | Wolfe Research | maintain | Outperform | $95.00 |
| 2026-07-22 | Baird | maintain | Outperform | $90.00 |
| 2026-07-17 | Goldman Sachs | maintain | Buy | $94.00 |
| 2026-07-17 | Piper Sandler | maintain | Overweight | $85.00 |
| 2026-07-17 | JP Morgan | maintain | Overweight | $85.00 |
| 2026-07-17 | Morgan Stanley | maintain | Overweight | $83.00 |
| 2026-07-17 | KGI Securities | downgrade | Neutral | $75.00 |
| 2026-07-17 | Oppenheimer | maintain | Outperform | $85.00 |
Firm Track Record — Wells Fargo
Wells Fargo accuracy: 54% on 6022 calls | avg return: 3.5%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Deutsche Bank | 100% | 2/2 | 14.7% | top tier |
| Macquarie | 100% | 8/8 | 13.2% | top tier |
| Baird | 100% | 3/3 | 4.6% | top tier |
| B of A Securities | 100% | 5/5 | 11% | top tier |
| Jefferies | 100% | 4/4 | 7.1% | top tier |
| Evercore ISI Group | 100% | 8/8 | 15.2% | top tier |
| Keybanc | 89% | 8/9 | 13.9% | top tier |
| UBS | 88% | 7/8 | 12.8% | top tier |
| Guggenheim | 86% | 6/7 | 11.8% | top tier |
| Morgan Stanley | 86% | 6/7 | 10.2% | top tier |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $3.58 | $3.51 — $3.69 | $51.2B | ↑1 ↓0 |
| +1q | $0.73 | $0.67 — $0.82 | $13.5B | ↑1 ↓0 |
| 0q | $0.82 | $0.79 — $0.87 | $12.9B | ↑1 ↓0 |
| +1y | $3.82 | $3.48 — $4.09 | $57.0B | ↑1 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Byron Donalds (republican) — buy $1,001 - $15,000
Congressional
Byron Donalds (republican) — buy $1,001 - $15,000
Congressional
Cory Booker (democrat) — sell $1,001 - $15,000
Institutional
THORNBURG INVESTMENT MANAGEMENT INC — doubled (428.3%)
Institutional
Centiva Capital, LP — near_exit (-82.4%)
Institutional
ABN AMRO INVESTMENT SOLUTIONS — doubled (109.9%)
Short Interest
Short: 10,791,965 | Exempt: 20,239 | TRF Vol: 17,046,433 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Investment Themes
Streaming & Digital Media
Documents Analyzed
Report based on filing metadata.
18 reports for NFLX
50% Hit rate best @ T+60▲ +22.76%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 29, 2026 3d ago | ANALYST-UPGRADE | — | awaiting T+5 | — | — |
Sep 18, 2026 14d ago | ANALYST-DOWNGRADE | — | awaiting T+5 | — | — |
Sep 14, 2026 17d ago | Press Release | $80.32 $73.36 | ▼ −8.67% | ▼ −8.77% | $67.68 (−15.74%) |
Aug 10, 2026 7w ago | Insider Cluster | $74.79 $77.77 | ▲ +3.98% | ▲ +4.39% | $67.68 (−9.51%) |
Aug 6, 2026 8w ago | Insider Cluster | $73.67 $78.24 | ▲ +6.21% | ▲ +5.00% | $67.68 (−8.13%) |
Aug 4, 2026 8w ago | Insider Cluster | $73.55 $74.79 | ▼ −1.69% | ▼ −1.79% | $67.68 (+7.98%) |
Jul 17, 2026 10w ago | ANALYST-DOWNGRADE | — | awaiting T+5 | — | — |
Jun 1, 2026 17w ago | 144 | $83.32 $81.41 | ▼ −2.29% | ▲ +0.68% | $67.68 (−18.77%) |
May 12, 2026 20w ago | Court Ruling | $87.65 $89.65 | ▲ +2.29% | ▲ +2.21% | $67.68 (−22.79%) |
May 7, 2026 21w ago | 144 | $87.45 $86.94 | ▼ −0.58% | ▼ −2.04% | $67.68 (−22.61%) |
Showing 10 of 18
US Market Status
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