Recent discussions on X about Netflix (NFLX) have centered around the company’s latest quarterly earnings and strategic moves. Posts on the platform highlight a mixed reaction to the Q2 results, with some expressing disappointment over a post-earnings stock price drop of around 5%, despite a beat on earnings and revenue. There’s also curiosity about Netflix’s expansion into live events and gaming, though some see these ventures as risky.
The chatter on X also reflects varied perspectives on the stock’s technical performance, with some pointing to potential bullish signals after a bounce from key support levels, while others warn of vulnerability if broader markets decline. Sentiment around advertising growth remains cautious, as users note it hinges on critical hires. These discussions paint a complex picture of investor confidence in Netflix’s future trajectory.
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:
- 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 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 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 387 times in the past 6 months. Of those trades, 0 have been purchases and 387 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 154 sales selling 168,335 shares for an estimated $182,545,728.
- JAY C HOAG has made 0 purchases and 122 sales selling 140,258 shares for an estimated $163,629,588.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 11 sales selling 64,055 shares for an estimated $63,505,387.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 10 sales selling 39,879 shares for an estimated $40,817,590.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 65 sales selling 14,376 shares for an estimated $15,923,116.
- MATHIAS DOPFNER sold 6,013 shares for an estimated $6,690,364
- BRADFORD L SMITH sold 3,919 shares for an estimated $4,405,974
- STRIVE MASIYIWA has made 0 purchases and 3 sales selling 4,105 shares for an estimated $4,349,243.
- 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 8 sales selling 3,340 shares for an estimated $3,689,152.
- LESLIE J KILGORE has made 0 purchases and 8 sales selling 2,377 shares for an estimated $2,758,046.
- THEODORE A SARANDOS (Co-CEO) sold 2,027 shares for an estimated $2,311,283
- 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 1,734 institutional investors add shares of Netflix stock to their portfolio, and 1,269 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
- FISHER ASSET MANAGEMENT, LLC removed 2,465,235 shares (-54.5%) from their portfolio in Q1 2025, for an estimated $2,298,905,594
- 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
- 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
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:
- UBS issued a "Buy" rating on 07/18/2025
- Rosenblatt issued a "Buy" rating on 07/18/2025
- TD Cowen 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
- Needham issued a "Buy" rating on 07/18/2025
- Wells Fargo issued a "Overweight" 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
- John Hodulik from UBS set a target price of $1495.0 on 07/18/2025
- Steven Cahall from Wells Fargo set a target price of $1560.0 on 07/18/2025
- Laura Martin from Needham set a target price of $1500.0 on 07/18/2025
- Matt Farrell from Piper Sandler set a target price of $1500.0 on 07/18/2025
- John Blackledge from TD Cowen set a target price of $1450.0 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.
