Recent discussions on X about Netflix (NFLX) have been buzzing with reactions to the company's stock performance and strategic moves, particularly as its shares hit all-time highs in June 2025. Many users are captivated by the stock's near doubling over the past year, making it one of the top performers in the S&P 500, though whispers of concern about its high valuation—pegged at 46 times forward earnings—have sparked debates over sustainability. The upcoming earnings report on July 17, 2025, is a focal point, with some expressing anxiety over potential misses that could trigger a sharp pullback.
Additionally, Netflix's foray into new revenue streams like gaming and real-world experiences tied to popular shows has ignited curiosity and skepticism alike on X. Posts highlight excitement over initiatives such as the 'Squid Game' partnership with Fortnite, but there’s also lingering frustration from past live event streaming issues, like buffering during high-profile broadcasts, raising questions about readiness for upcoming NFL games on Christmas. These mixed reactions paint a complex picture of a company at a pivotal moment, balancing innovation with execution challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Netflix Congressional Stock Trading
Members of Congress have traded $NFLX stock 16 times in the past 6 months. Of those trades, 7 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/06, 05/14 and 0 sales.
- REPRESENTATIVE RICK W. ALLEN purchased up to $50,000 on 05/16.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 05/13, 01/13.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 04/11 and 1 sale worth up to $250,000 on 05/12.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.
- REPRESENTATIVE JONATHAN L. JACKSON purchased up to $100,000 on 04/16.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 04/09, 01/22.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $250,000 on 03/27.
- REPRESENTATIVE JAMES COMER purchased up to $15,000 on 01/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Netflix Insider Trading Activity
Netflix insiders have traded $NFLX stock on the open market 429 times in the past 6 months. Of those trades, 0 have been purchases and 429 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by insiders over the last 6 months:
- THEODORE A SARANDOS (Co-CEO) has made 0 purchases and 24 sales selling 201,090 shares for an estimated $197,192,200.
- REED HASTINGS has made 0 purchases and 125 sales selling 177,690 shares for an estimated $179,722,021.
- JAY C HOAG has made 0 purchases and 123 sales selling 140,875 shares for an estimated $164,234,069.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 33 sales selling 142,107 shares for an estimated $141,076,387.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 34 sales selling 105,176 shares for an estimated $103,763,154.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 65 sales selling 21,775 shares for an estimated $22,307,144.
- MATHIAS DOPFNER sold 6,013 shares for an estimated $6,690,364
- RICHARD N BARTON sold 6,364 shares for an estimated $5,596,374
- BRADFORD L SMITH sold 3,919 shares for an estimated $4,405,974
- ANN MATHER has made 0 purchases and 2 sales selling 4,040 shares for an estimated $4,171,286.
- JEFFREY WILLIAM KARBOWSKI (Chief Accounting Officer) has made 0 purchases and 9 sales selling 3,820 shares for an estimated $4,162,792.
- STRIVE MASIYIWA has made 0 purchases and 2 sales selling 3,815 shares for an estimated $3,961,646.
- LESLIE J KILGORE has made 0 purchases and 8 sales selling 2,377 shares for an estimated $2,758,046.
- CLETUS R WILLEMS (Chief Global Affairs Officer) sold 298 shares for an estimated $339,124
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Netflix Hedge Fund Activity
We have seen 1,543 institutional investors add shares of Netflix stock to their portfolio, and 1,252 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FISHER ASSET MANAGEMENT, LLC removed 2,465,235 shares (-54.5%) from their portfolio in Q1 2025, for an estimated $2,298,905,594
- PROFICIO CAPITAL PARTNERS LLC removed 1,923,701 shares (-99.9%) from their portfolio in Q1 2025, for an estimated $1,793,908,893
- BLACKROCK, INC. added 1,628,512 shares (+5.1%) to their portfolio in Q1 2025, for an estimated $1,518,636,295
- CAPITAL INTERNATIONAL INVESTORS removed 1,457,299 shares (-30.4%) from their portfolio in Q1 2025, for an estimated $1,358,975,036
- FMR LLC added 1,434,003 shares (+6.9%) to their portfolio in Q1 2025, for an estimated $1,337,250,817
- POLEN CAPITAL MANAGEMENT LLC removed 839,790 shares (-48.6%) from their portfolio in Q1 2025, for an estimated $783,129,368
- JPMORGAN CHASE & CO added 720,941 shares (+7.9%) to their portfolio in Q1 2025, for an estimated $672,299,110
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 15 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Cowen & Co. issued a "Buy" rating on 05/19/2025
- Wolfe Research issued a "Outperform" rating on 05/16/2025
- Seaport Global issued a "Buy" rating on 05/15/2025
- Evercore ISI issued a "Outperform" rating on 05/15/2025
- Piper Sandler issued a "Overweight" rating on 04/21/2025
- Guggenheim issued a "Buy" rating on 04/18/2025
- BMO Capital issued a "Outperform" rating on 04/18/2025
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 12 analysts offer price targets for $NFLX in the last 6 months, with a median target of $1150.0.
Here are some recent targets:
- Vikram Kesavabhotla from Robert W. Baird set a target price of $1300.0 on 05/16/2025
- Peter Supino from Wolfe Research set a target price of $1340.0 on 05/16/2025
- An analyst from Evercore ISI set a target price of $1150.0 on 04/21/2025
- Thomas Champion from Piper Sandler set a target price of $1150.0 on 04/21/2025
- Michael Morris from Guggenheim set a target price of $1150.0 on 04/18/2025
- Robert Fishman from MoffettNathanson set a target price of $1150.0 on 04/18/2025
- An analyst from UBS set a target price of $904.66 on 03/06/2025
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.
