Recent discussions on X about Netflix (NFLX) have been buzzing with reactions to the company’s latest earnings expectations and strategic shifts. Many users are highlighting the impressive growth in revenue and operating margins, with some pointing to the company’s focus on profitability over subscriber counts as a pivotal change. There’s also intrigue around Netflix’s ad-tier adoption and live event expansions, though opinions vary on the long-term impact of these moves.
Additionally, a notable controversy involving content on the platform has sparked heated debate, with some prominent voices on X urging subscription cancellations, which has led to mixed reactions among investors. While some see this as a potential risk to the stock’s momentum, others argue that Netflix’s strong financial performance and global scale will overshadow temporary backlash. The conversation remains dynamic as the company approaches its next earnings report.
Note: This discussion summary was generated from an AI condensation of post data.
Netflix Congressional Stock Trading
Members of Congress have traded $NFLX stock 9 times in the past 6 months. Of those trades, 5 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 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.
- 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 sold up to $15,000 on 05/13.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $250,000 on 05/12.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
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 366 times in the past 6 months. Of those trades, 0 have been purchases and 366 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 146 sales selling 171,323 shares for an estimated $205,118,849.
- JAY C HOAG has made 0 purchases and 122 sales selling 140,258 shares for an estimated $163,629,588.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 73 sales selling 16,975 shares for an estimated $20,287,367.
- MATHIAS DOPFNER sold 6,013 shares for an estimated $6,690,364
- THEODORE A SARANDOS (Co-CEO) has made 0 purchases and 2 sales selling 4,053 shares for an estimated $4,662,694.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 2 sales selling 4,053 shares for an estimated $4,658,806.
- BRADFORD L SMITH sold 3,919 shares for an estimated $4,405,974
- LESLIE J KILGORE has made 0 purchases and 8 sales selling 2,377 shares for an estimated $2,758,046.
- JEFFREY WILLIAM KARBOWSKI (Chief Accounting Officer) has made 0 purchases and 4 sales selling 2,060 shares for an estimated $2,424,599.
- ANN MATHER sold 1,358 shares for an estimated $1,561,700
- STRIVE MASIYIWA has made 0 purchases and 2 sales selling 1,292 shares for an estimated $1,514,105.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 2 sales selling 849 shares for an estimated $977,093.
- CLETUS R WILLEMS (Chief Global Affairs Officer) has made 0 purchases and 2 sales selling 536 shares for an estimated $613,661.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Netflix Hedge Fund Activity
We have seen 1,813 institutional investors add shares of Netflix stock to their portfolio, and 1,264 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- CAPITAL WORLD INVESTORS removed 1,056,650 shares (-9.2%) from their portfolio in Q2 2025, for an estimated $1,414,991,714
- JENNISON ASSOCIATES LLC removed 913,170 shares (-14.0%) from their portfolio in Q2 2025, for an estimated $1,222,853,342
- VIKING GLOBAL INVESTORS LP removed 749,431 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,003,585,535
- D. E. SHAW & CO., INC. added 618,574 shares (+187.3%) to their portfolio in Q2 2025, for an estimated $828,351,000
- PRICE T ROWE ASSOCIATES INC /MD/ removed 542,691 shares (-4.6%) from their portfolio in Q2 2025, for an estimated $726,733,798
- RENAISSANCE TECHNOLOGIES LLC added 538,120 shares (+131892.2%) to their portfolio in Q2 2025, for an estimated $720,612,635
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 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Seaport Global issued a "Buy" rating on 10/07/2025
- Itau BBA issued a "Outperform" rating on 10/07/2025
- Needham issued a "Buy" rating on 09/10/2025
- UBS issued a "Buy" rating on 07/18/2025
- Morgan Stanley issued a "Overweight" rating on 07/18/2025
- Piper Sandler issued a "Overweight" rating on 07/18/2025
- TD Cowen issued a "Buy" rating on 07/18/2025
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 22 analysts offer price targets for $NFLX in the last 6 months, with a median target of $1437.5.
Here are some recent targets:
- An analyst from Itau BBA set a target price of $1514.0 on 10/07/2025
- David Joyce from Seaport Global set a target price of $1385.0 on 10/07/2025
- Jason Bazinet from Citigroup set a target price of $1295.0 on 10/03/2025
- Alan Gould from Loop Capital set a target price of $1350.0 on 09/17/2025
- Laura Martin from Needham set a target price of $1500.0 on 09/10/2025
- Vikram Kesavabhotla from Baird set a target price of $1500.0 on 07/21/2025
- Benjamin Swinburne from Morgan Stanley set a target price of $1500.0 on 07/18/2025
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.
