Stock Split Buzz: Recent chatter on X about Netflix has been dominated by the company's 10-for-1 stock split, effective November 17, 2025. Many are discussing how this move could attract smaller investors by making shares more accessible. The split comes after a strong year, with some noting a significant rise in stock price.
Performance and Content Hype: Posts on X also highlight Netflix’s Q3 performance, with revenue growth of 17% year-over-year, though earnings per share missed expectations. There’s excitement around upcoming content like new seasons of popular shows and high-profile events, which some believe could drive subscriber growth. However, concerns linger about competitive pressures in the streaming market.
Mixed Market Signals: Discussions reflect varied opinions on Netflix’s momentum, with some pointing to a recent 3% weekly stock rise and steady subscriber numbers as positives. Others caution about potential volatility, citing mixed analyst signals and broader market rotations. The debate continues on whether current pricing reflects future growth potential.
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 274 times in the past 6 months. Of those trades, 0 have been purchases and 274 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 12 sales selling 31,750 shares for an estimated $39,761,996.
- 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.
- LESLIE J KILGORE has made 0 purchases and 4 sales selling 866 shares for an estimated $1,092,945.
- JEFFREY WILLIAM KARBOWSKI (Chief Accounting Officer) sold 620 shares for an estimated $797,840
- 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 13 times in the past 6 months. Of those trades, 9 have been purchases and 4 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 has traded it 3 times. They made 3 purchases worth up to $750,000 on 11/03, 10/31 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- 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 GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/17 and 1 sale worth up to $15,000 on 10/07.
- 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 1,828 institutional investors add shares of Netflix stock to their portfolio, and 1,412 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 $586,081,371
- PICTET ASSET MANAGEMENT HOLDING SA added 4,472,536 shares (+982.1%) to their portfolio in Q3 2025, for an estimated $536,221,286
- 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
- CIBC PRIVATE WEALTH GROUP LLC added 2,081,494 shares (+914.6%) to their portfolio in Q3 2025, for an estimated $249,554,478
- 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
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:
- Rosenblatt issued a "Buy" rating on 11/28/2025
- KGI Securities issued a "Outperform" rating on 11/03/2025
- Guggenheim issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Needham issued a "Buy" rating on 10/22/2025
- Canaccord Genuity issued a "Buy" rating on 10/22/2025
- Piper Sandler issued a "Overweight" 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 $1412.5.
Here are some recent targets:
- Barton Crockett from Rosenblatt set a target price of $152.0 on 11/28/2025
- Doug Anmuth from JP Morgan set a target price of $124.0 on 11/18/2025
- Kannan Venkateshwar from Barclays set a target price of $110.0 on 11/18/2025
- Tommy Lai from KGI Securities set a target price of $1350.0 on 11/03/2025
- 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
- Alicia Reese from Wedbush set a target price of $1400.0 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.
