Market Cap
$302.3B
NFLX
NETFLIX INC
$70.53 ▼ -2.86%
Prev close $72.61Market cap$302.3B
ConsensusBuy
12-mo target$91.13 (+29.2%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)4 New Institutional PositionsCongressional Activity (5) Streaming & Digital Media
Snapshot
The big-picture read on NFLX right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (74%)
Inst. Holders
19 funds
Inst. Value
$1.7B
Inst. Activity
4 buys / 1 sells
Insider Activity
$0.00 buy / $7.2M sell
Insider Net $
-$7.2M
Social Sentiment
50° Neutral
SEC Reports
18
Congressional
13 trades
Price chart 30d -6.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 20, 2026 earnings_calendar
NFLX Q3 2026 Earnings After Market Close — 2026-10-20
Oct 1, 2026 Insider
Hoag Jay C was granted 921 shares
Director
Oct 1, 2026 Insider
Mertz Elinor was granted 922 shares
Director
Oct 1, 2026 Insider
Masiyiwa Strive was granted 921 shares
Director
Sep 30, 2026 Inst.
Assenagon Asset Management S.A. — DOUBLED
16,111,438 shares ($1.1B)
Sep 30, 2026 Inst.
Sep 29, 2026 SEC BANQUE PICTET & CIE — ADD
614,251 shares ($42.7M)
Deutsche Bank double upgrade: Hold → Buy
ANALYST-UPGRADE — Impact 4/10
Wells Fargo double downgrade: Equal-Weight → Underweight
ANALYST-DOWNGRADE — Impact 4/10
Analyst ratings buy % -1.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
74% rate it Buy or better · 58 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 16, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Oct 16, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Oct 16, 2026 | Rosenblatt | MAINTAIN | Neutral | 54% |
| Oct 13, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Oct 8, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Oct 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Oct 5, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Oct 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 29, 2026 | Deutsche Bank | UPGRADE | Buy | 58% |
| Sep 22, 2026 | HSBC | DOWNGRADE | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 14 | 29 | 15 | 0 | 0 | 74% | |
| Aug 1, 2026 | 14 | 30 | 14 | 0 | 0 | 76% | |
| Jul 1, 2026 | 16 | 29 | 13 | 0 | 0 | 78% | |
| Jun 1, 2026 | 16 | 29 | 13 | 0 | 0 | 78% | |
| May 1, 2026 | 17 | 29 | 13 | 0 | 0 | 78% | |
| Apr 1, 2026 | 16 | 29 | 14 | 0 | 0 | 76% | |
| Mar 1, 2026 | 15 | 26 | 13 | 0 | 0 | 76% | |
| Feb 1, 2026 | 14 | 23 | 14 | 1 | 0 | 71% |
Price targets
Where 45 covering analysts think NFLX trades over the next 12 months.
$91.13 +29.2% upside Strong Buy
Current$70.53 Low$57.00 Median$90.00 High$126.00 45 analysts
$57.00$126.00
Analyst rating Buy· 1.9/5 as of Oct 19, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
18 SEC filing reports analyzed · 3 bullish, 3 bearish, 1 mixed, 11 neutral · avg impact 3.7/10.
MIXEDANALYST-DOWNGRADE1/10
KGI Securities downgrades NFLX to Neutral — PT $75 (-0.9%)
Jul 17, 2026
BULLISHANALYST-UPGRADE4/10
Deutsche Bank double upgrade: Hold → Buy
Sep 29, 2026
BEARISHANALYST-DOWNGRADE4/10
Wells Fargo double downgrade: Equal-Weight → Underweight
Sep 18, 2026
NEUTRALPRESS-RELEASE5/10
No summary provided
Sep 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 20, 2026
earnings_calendar
NFLX Q3 2026 Earnings After Market Close — 2026-10-20
Oct 5, 2026
options_unusual
Unusual Put: NFLX $65 2027-01-15 — $21.4M premium
Vol: 54,626 vs OI: 61,354 (0.9x). Price: $4.03, IV: 38%, Delta: -0.38. Direction: UNKNOWN
Sep 29, 2026
ftd
FTD: NFLX — 12,832 shares ($0.9M) failed to deliver
Settlement: 20260929, Price: $69.23, FTD Value: $888,359.36, NETFLIX COM INC
Sep 24, 2026
ftd
FTD: NFLX — 2,205 shares ($0.2M) failed to deliver
Settlement: 20260924, Price: $71.36, FTD Value: $157,348.8, NETFLIX COM INC
Sep 22, 2026
ftd
FTD: NFLX — 12,884 shares ($0.9M) failed to deliver
Settlement: 20260922, Price: $73.36, FTD Value: $945,170.24, NETFLIX COM INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.82 | $0.79–$0.87 | 40.1% | +0.0% | 2↑ 2↓ | $12.9B | 35 |
| Next Q | $0.73 | $0.67–$0.82 | 29.9% | -0.3% | 3↑ 2↓ | $13.5B | 33 |
| Current FY | $3.58 | $3.51–$3.69 | 41.7% | -0.0% | 2↑ 3↓ | $51.2B | 40 |
| Next FY | $3.80 | $3.48–$4.05 | 6.0% | -0.4% | 1↑ 7↓ | $56.9B | 43 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.822 | — |
| 7d ago | $0.823 | -0.000 |
| 30d ago | $0.822 | +0.000 |
| 60d ago | $0.822 | +0.000 |
| 90d ago | $0.823 | -0.001 |
Institutional ownership
Which big funds own NFLX (from quarterly 13F filings) and who is adding or trimming.
19 institutional holders with $1.7B total value (24,531,357 shares) as of 2026-Q3. Top holders: Assenagon, FJARDE, Czech. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | 16,111,438 | $1.1B | 66.0% | DOUBLED +194.9% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 1,717,885 | $119.5M | 7.0% | — |
| Czech National Bank | 1,196,400 | $83.2M | 4.9% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,149,807 | $71.4M | 4.2% | — |
| IFM Investors Pty Ltd | 981,425 | $68.3M | 4.0% | — |
| BANQUE PICTET & CIE SA | 614,251 | $42.7M | 2.5% | ADD +38.1% |
| TD Waterhouse Canada Inc. | 594,153 | $40.3M | 2.4% | — |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 576,739 | $40.1M | 2.4% | — |
| Vontobel Holding Ltd. | 436,473 | $30.4M | 1.8% | NEAR_EXIT -89.0% |
| Concurrent Investment Advisors, LLC | 323,321 | $22.5M | 1.3% | ADD +25.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | DOUBLED | 5,463,635 | 16,111,438 | +194.9% | $1.1B |
| BANQUE PICTET & CIE SA | ADD | 444,811 | 614,251 | +38.1% | $42.7M |
| Vontobel Holding Ltd. | NEAR_EXIT | 3,961,949 | 436,473 | -89.0% | $30.4M |
| Concurrent Investment Advisors, LLC | ADD | 258,154 | 323,321 | +25.2% | $22.5M |
| Ninety One UK Ltd | DOUBLED | 2,323 | 16,525 | +611.4% | $1.1M |
| FMR LLC | TRIM | 204,650,883 | 135,937,268 | -33.6% | $9.7B |
| NORGES BANK | NEW | — | 57,951,405 | — | $4.1B |
| JPMORGAN CHASE & CO | TRIM | 62,954,396 | 44,322,490 | -29.6% | $3.3B |
| GOLDMAN SACHS GROUP INC | ADD | 29,471,508 | 38,506,961 | +30.7% | $2.7B |
| BANK OF AMERICA CORP /DE/ | TRIM | 57,942,812 | 37,457,348 | -35.4% | $2.7B |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$7.2M — $0.00 bought, $7.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Hoag Jay C | Director | AWARD | 921 | — | — |
| Oct 1, 2026 | Mertz Elinor | Director | AWARD | 922 | — | — |
| Oct 1, 2026 | Masiyiwa Strive | Director | AWARD | 921 | — | — |
| Oct 1, 2026 | RICE SUSAN E | Director | AWARD | 921 | — | — |
| Oct 1, 2026 | Karbowski Jeffrey William | Chief Accounting Officer | AWARD | 1,075 | — | — |
| Oct 1, 2026 | MATHER ANN | Director | AWARD | 921 | — | — |
| Oct 1, 2026 | BARTON RICHARD N | Director | AWARD | 921 | — | — |
| Oct 1, 2026 | SMITH BRADFORD L | Director | AWARD | 921 | — | — |
| Oct 1, 2026 | Dopfner Mathias | Director | AWARD | 921 | — | — |
| Oct 1, 2026 | KILGORE LESLIE J | Director | AWARD | 921 | — | — |
Congressional trades
NFLX trades disclosed by members of Congress, with disclosure delay.
6 members · 10 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 14, 2026 | Cleo Fields | D | HOUSE | BUY | $1,001 - $15,000 | Netflix Inc | Oct 2, 2026(19d) |
| Aug 12, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | Netflix Inc | Sep 16, 2026(36d) |
| Aug 12, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | Netflix Inc | Sep 16, 2026(36d) |
| Aug 11, 2026 | Cory Booker | D | SENATE | SELL | $1,001 - $15,000 | Netflix Inc | Sep 9, 2026(30d) |
| Aug 7, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Netflix Inc | Oct 16, 2026(71d) |
| Mar 20, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | Netflix Inc | Apr 9, 2026(21d) |
| Mar 20, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | Netflix Inc | Apr 9, 2026(21d) |
| Feb 27, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Netflix Inc | Mar 12, 2026(14d) |
| Feb 17, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Netflix Inc | Mar 12, 2026(24d) |
| Feb 13, 2026 | Angus King | O | SENATE | SELL | $1,001 - $15,000 | Netflix Inc | Mar 24, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NFLX.
Shares short
82,230,159
Settlement Sep 30, 2026
Change vs prior
-12.7%
Semi-monthly cycle
Days to cover
2.1
At avg daily volume
Of shares outstanding
≈2.0%
Estimate — not % of float
All NFLX filing & press-release reports (18)
- KGI Securities downgrades NFLX to Neutral — PT $75 (-0.9%)Jul 17, 2026
- Deutsche Bank double upgrade: Hold → BuySep 29, 2026
- Wells Fargo double downgrade: Equal-Weight → UnderweightSep 18, 2026
- PRESS-RELEASE reportSep 14, 2026
- CLUSTER reportAug 10, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 5, 2026
- 144 reportJun 1, 2026
- COURT-RULING reportMay 12, 2026
- CLUSTER reportMay 7, 2026
- 144 reportMay 7, 2026
- CLUSTER reportMay 5, 2026
- 144 reportMay 1, 2026
- 8-K reportApr 16, 2026
- COURT-RULING reportApr 15, 2026
- COURT-RULING reportApr 7, 2026
- CLUSTER reportApr 3, 2026
- 144 reportApr 1, 2026