Stock Split Impact: Netflix's recent 10-for-1 stock split, effective as of November 17, 2025, has ignited significant chatter on X. Many users are discussing how this move aims to make shares more accessible to smaller investors. The split comes amidst a strong year, with the stock up notably in 2025, though opinions differ on its immediate impact on price momentum.
Financial Performance Buzz: Alongside the split, discussions on X highlight Netflix’s robust Q3 2025 revenue growth of 17.2% year-over-year and a booming ad business. Some voices express concern over slowing subscriber growth and high content spending, projected at $17 billion for 2025. The mixed guidance on operating margins has also sparked debate about future profitability.
Long-Term Outlook: Sentiment on X includes bullish takes on Netflix’s dominance in streaming and global expansion through new content releases. However, bearish perspectives point to market saturation and competitive pressures as potential hurdles. The split and financials keep the conversation lively, with investors weighing both risks and opportunities.
Note: This discussion summary was generated from an AI condensation of post data.
Netflix Insider Trading Activity
Netflix insiders have traded $NFLX stock on the open market 335 times in the past 6 months. Of those trades, 0 have been purchases and 335 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by insiders over the last 6 months:
- REED HASTINGS has made 0 purchases and 148 sales selling 184,720 shares for an estimated $219,832,264.
- JAY C HOAG has made 0 purchases and 72 sales selling 76,758 shares for an estimated $93,285,880.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 3 sales selling 31,886 shares for an estimated $35,094,467.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 99 sales selling 16,983 shares for an estimated $20,178,765.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 2 sales selling 4,053 shares for an estimated $4,565,906.
- THEODORE A SARANDOS (Co-CEO) has made 0 purchases and 2 sales selling 4,053 shares for an estimated $4,565,049.
- JEFFREY WILLIAM KARBOWSKI (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,260 shares for an estimated $1,562,493.
- LESLIE J KILGORE has made 0 purchases and 4 sales selling 866 shares for an estimated $1,092,945.
- CLETUS R WILLEMS (Chief Global Affairs Officer) has made 0 purchases and 2 sales selling 476 shares for an estimated $536,416.
- STRIVE MASIYIWA sold 290 shares for an estimated $387,596
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Netflix Congressional Stock Trading
Members of Congress have traded $NFLX stock 6 times in the past 6 months. Of those trades, 5 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS purchased up to $250,000 on 10/31.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/24, 06/06 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Netflix Hedge Fund Activity
We have seen 1,799 institutional investors add shares of Netflix stock to their portfolio, and 1,425 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CANADA LIFE ASSURANCE CO added 4,888,411 shares (+874.4%) to their portfolio in Q3 2025, for an estimated $5,860,813,716
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 2,463,158 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,953,129,389
- GQG PARTNERS LLC removed 1,478,301 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,772,364,634
- ALYESKA INVESTMENT GROUP, L.P. added 1,388,626 shares (+1631.7%) to their portfolio in Q3 2025, for an estimated $1,664,851,483
- CAPITAL WORLD INVESTORS removed 1,144,542 shares (-10.9%) from their portfolio in Q3 2025, for an estimated $1,372,214,294
- JPMORGAN CHASE & CO removed 987,986 shares (-10.0%) from their portfolio in Q3 2025, for an estimated $1,184,516,175
- FMR LLC removed 984,798 shares (-4.5%) from their portfolio in Q3 2025, for an estimated $1,180,694,018
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Netflix Analyst Ratings
Wall Street analysts have issued reports on $NFLX in the last several months. We have seen 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- KGI Securities issued a "Outperform" rating on 11/03/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
- Wedbush issued a "Outperform" rating on 10/22/2025
- Guggenheim issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Canaccord Genuity issued a "Buy" rating on 10/22/2025
- Rosenblatt issued a "Buy" rating on 10/22/2025
To track analyst ratings and price targets for Netflix, check out Quiver Quantitative's $NFLX forecast page.
Netflix Price Targets
Multiple analysts have issued price targets for $NFLX recently. We have seen 26 analysts offer price targets for $NFLX in the last 6 months, with a median target of $1425.0.
Here are some recent targets:
- Tommy Lai from KGI Securities set a target price of $1350.0 on 11/03/2025
- Thomas Champion from Piper Sandler set a target price of $1400.0 on 10/22/2025
- Alicia Reese from Wedbush set a target price of $1400.0 on 10/22/2025
- Steven Cahall from Wells Fargo set a target price of $1510.0 on 10/22/2025
- Michael Morris from Guggenheim set a target price of $1450.0 on 10/22/2025
- Maria Ripps from Canaccord Genuity set a target price of $1525.0 on 10/22/2025
- Laura Martin from Needham set a target price of $1500.0 on 10/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
