Market Cap
$292.7B
NFLX
NETFLIX INC
$67.85 ▼ -2.49%
Prev close $69.58Market cap$292.7B
ConsensusBuy
12-mo target$92.93 (+37.0%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (3) 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
50 funds
Inst. Value
$186.1B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $13.2M sell
Insider Net $
-$13.2M
Social Sentiment
49° Neutral
SEC Reports
18
Congressional
11 trades
Price chart 30d -18.0%
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.
Sep 29, 2026 SEC Sep 18, 2026 SEC
Deutsche Bank double upgrade: Hold → Buy
ANALYST-UPGRADE — Impact 4/10
Wells Fargo double downgrade: Equal-Weight → Underweight
ANALYST-DOWNGRADE — Impact 4/10
Sep 14, 2026 earnings
Netflix to Announce Third Quarter 2026 Financial Results
LOS GATOS, Calif., Sept. 14, 2026 /PRNewswire/ -- Netflix, Inc. (NASDAQ: NFLX) today announced it wi
Sep 10, 2026 Insider
BARTON RICHARD N acquired via exercise 720 shares
Director @ $26.51 ($19.1K)
Sep 10, 2026 Insider
BARTON RICHARD N sold 720 shares
Director @ $75.27 ($54.2K)
Sep 9, 2026 Insider
BARTON RICHARD N acquired via exercise 230 shares
Director @ $20.11 ($4.6K)
Aug 12, 2026 Congress
Byron Donalds buy
$1,001 - $15,000 — House
Aug 12, 2026 Congress
Byron Donalds buy
$1,001 - $15,000 — House
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 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 29, 2026 | Deutsche Bank | UPGRADE | Buy | 58% |
| Sep 22, 2026 | HSBC | DOWNGRADE | Hold | 55% |
| Sep 18, 2026 | Wells Fargo | DOWNGRADE | Underweight | 54% |
| Sep 14, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 25, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Jul 22, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 17, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 17, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 17, 2026 | JP Morgan | MAINTAIN | Overweight | 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.
$92.93 +37.0% upside Strong Buy
Current$67.85 Low$57.00 Median$92.00 High$135.00 45 analysts
$57.00$135.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
49°
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.
Sep 14, 2026
earnings
Netflix to Announce Third Quarter 2026 Financial Results
LOS GATOS, Calif., Sept. 14, 2026 /PRNewswire/ -- Netflix, Inc. (NASDAQ: NFLX) today announced it will post its third quarter 2026 financial results a
Sep 11, 2026
ftd
FTD: NFLX — 102,596 shares ($7.8M) failed to deliver
Settlement: 20260911, Price: $76.01, FTD Value: $7,798,321.96, NETFLIX COM INC
Sep 10, 2026
ftd
FTD: NFLX — 1,961 shares ($0.1M) failed to deliver
Settlement: 20260910, Price: $76.03, FTD Value: $149,094.83, NETFLIX COM INC
Sep 7, 2026
dark_pool
Dark Pool: NFLX — 19.4M shares, 234,414 trades
Week starting 2026-09-07. Total ATS volume: 19,448,707 shares across 234,414 trades.
Sep 4, 2026
short_volume
Short Volume: NFLX — 63.3% short (10.8M / 17.0M)
Short: 10,791,965 | Exempt: 20,239 | TRF Vol: 17,046,433 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
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 | 40.2% | +0.1% | 3↑ 2↓ | $12.9B | 34 |
| Next Q | $0.73 | $0.67–$0.82 | 30.0% | -0.2% | 3↑ 1↓ | $13.5B | 32 |
| Current FY | $3.58 | $3.51–$3.69 | 41.6% | -0.0% | 3↑ 1↓ | $51.2B | 41 |
| Next FY | $3.81 | $3.48–$4.09 | 6.3% | -0.2% | 3↑ 4↓ | $57.0B | 45 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.823 | — |
| 7d ago | $0.822 | +0.001 |
| 30d ago | $0.822 | +0.001 |
| 60d ago | $0.821 | +0.002 |
| 90d ago | $0.843 | -0.020 |
Institutional ownership
Which big funds own NFLX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $186.1B total value (2,576,633,135 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 348,770,600 | $24.9B | 13.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 275,026,936 | $19.6B | 10.6% | — |
| STATE STREET CORP | 180,129,582 | $12.9B | 6.9% | — |
| FMR LLC | 135,937,268 | $9.7B | 5.2% | TRIM -33.6% |
| Invesco Ltd. | 135,419,167 | $9.7B | 5.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 110,312,736 | $7.8B | 4.2% | — |
| MORGAN STANLEY | 99,723,374 | $7.1B | 3.8% | — |
| Capital World Investors | 87,336,163 | $6.2B | 3.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 75,056,512 | $5.4B | 2.9% | — |
| Capital Research Global Investors | 68,701,246 | $4.9B | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| 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 |
| BAILLIE GIFFORD & CO | TRIM | 21,805,669 | 16,173,823 | -25.8% | $1.2B |
| PERSHING SQUARE INC. | NEW | — | 13,081,465 | — | $934.0M |
| Daiwa Securities Group Inc. | ADD | 8,550,235 | 12,446,471 | +45.6% | $888.7M |
| Grantham, Mayo, Van Otterloo & Co. LLC | DOUBLED | 4,049,031 | 10,350,004 | +155.6% | $739.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 6,082,696 | 9,376,258 | +54.1% | $669.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$13.2M — $0.00 bought, $13.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | BARTON RICHARD N | Director | EXERCISE | 720 | $26.51 | $19.1K |
| Sep 10, 2026 | BARTON RICHARD N | Director | SELL | 720 | $75.27 | $54.2K |
| Sep 9, 2026 | BARTON RICHARD N | Director | EXERCISE | 230 | $20.11 | $4.6K |
| Sep 9, 2026 | BARTON RICHARD N | Director | EXERCISE | 490 | $26.51 | $13.0K |
| Sep 9, 2026 | BARTON RICHARD N | Director | SELL | 720 | $76.26 | $54.9K |
| Sep 8, 2026 | BARTON RICHARD N | Director | SELL | 720 | $77.60 | $55.9K |
| Sep 8, 2026 | BARTON RICHARD N | Director | EXERCISE | 720 | $20.11 | $14.5K |
| Sep 1, 2026 | Dopfner Mathias | Director | AWARD | 774 | — | — |
| Sep 1, 2026 | MATHER ANN | Director | AWARD | 774 | — | — |
| Sep 1, 2026 | KILGORE LESLIE J | Director | AWARD | 774 | — | — |
Congressional trades
NFLX trades disclosed by members of Congress, with disclosure delay.
5 members · 9 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| 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) |
| 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) |
| Feb 5, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Netflix Inc | Mar 12, 2026(36d) |
| Jan 30, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Netflix Inc | Feb 12, 2026(14d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NFLX.
Shares short
94,187,131
Settlement Sep 15, 2026
Change vs prior
+3.0%
Semi-monthly cycle
Days to cover
3.6
At avg daily volume
Of shares outstanding
≈2.3%
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