Recent chatter on X about Netflix (NFLX) has been buzzing with reactions to the stock's performance following its Q2 earnings report and subsequent pullback of around 10% from its all-time high. Many users are dissecting the company's strategic moves, including its push into live sports and immersive entertainment experiences like the newly announced Netflix House locations. The discussion reflects a mix of caution and curiosity about whether this dip presents a potential entry point for investors.
Analyst reports circulating on the platform have fueled further debate, with some highlighting optimism about a stronger second half of the year and others pointing to technical weaknesses, such as repeated rejections at key moving averages. There's also a split in opinions on Netflix's long-term growth, with some expressing confidence in its diverse content strategy while others remain skeptical of its ability to maintain momentum amidst market fluctuations. The conversation remains dynamic as investors weigh the risks and opportunities surrounding the streaming giant.
Note: This discussion summary was generated from an AI condensation of post data.
Netflix Congressional Stock Trading
Members of Congress have traded $NFLX stock 14 times in the past 6 months. Of those trades, 7 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by members of Congress over the last 6 months:
- 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 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 sold 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 sold up to $15,000 on 04/09.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $250,000 on 03/27.
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 372 times in the past 6 months. Of those trades, 0 have been purchases and 372 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 149 sales selling 154,507 shares for an estimated $179,052,102.
- 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 75 sales selling 16,976 shares for an estimated $19,636,237.
- 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
- JEFFREY WILLIAM KARBOWSKI (Chief Accounting Officer) has made 0 purchases and 5 sales selling 2,540 shares for an estimated $2,894,125.
- LESLIE J KILGORE has made 0 purchases and 8 sales selling 2,377 shares for an estimated $2,758,046.
- 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 1,849 institutional investors add shares of Netflix stock to their portfolio, and 1,364 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 8,825,121 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $11,817,984,284
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 2,463,158 shares (+343058.2%) to their portfolio in Q2 2025, for an estimated $3,298,488,772
- 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
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 19 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 07/18/2025
- UBS issued a "Buy" rating on 07/18/2025
- Needham issued a "Buy" rating on 07/18/2025
- Piper Sandler issued a "Overweight" rating on 07/18/2025
- Morgan Stanley issued a "Overweight" rating on 07/18/2025
- TD Cowen issued a "Buy" rating on 07/18/2025
- Rosenblatt 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 25 analysts offer price targets for $NFLX in the last 6 months, with a median target of $1400.0.
Here are some recent targets:
- Vikram Kesavabhotla from Baird set a target price of $1500.0 on 07/21/2025
- Steven Cahall from Wells Fargo set a target price of $1560.0 on 07/18/2025
- John Blackledge from TD Cowen set a target price of $1450.0 on 07/18/2025
- Matt Farrell from Piper Sandler set a target price of $1500.0 on 07/18/2025
- Laura Martin from Needham set a target price of $1500.0 on 07/18/2025
- John Hodulik from UBS set a target price of $1495.0 on 07/18/2025
- Doug Anmuth from JP Morgan set a target price of $1300.0 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.
