Earnings Disappointment: Social media discussions highlight Netflix's recent quarterly results, which featured a revenue miss alongside only a marginal EPS beat. Observers point to diminished transparency around engagement metrics as a key concern amid slowing growth.
Stock Decline: The shares fell sharply post-report, with commentary focusing on underperformance versus forecasts for revenue, operating margins, and free cash flow. Comparisons to faster-growing peers like those in the Mag 7 underscore questions about Netflix's competitive positioning.
Valuation Outlook: Participants note that the pullback has made the valuation appear more appealing to some, citing advertising revenue potential and buybacks as positives. Yet ongoing chatter questions the company's ability to deliver content that sustains momentum.
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 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 14 sales selling 2,016,320 shares for an estimated $183,881,641.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 6 sales selling 133,021 shares for an estimated $12,625,852.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 4 sales selling 54,624 shares for an estimated $4,695,875.
- BRADFORD L SMITH has made 0 purchases and 2 sales selling 35,990 shares for an estimated $2,789,799.
- THEODORE A SARANDOS (Co-CEO) has made 0 purchases and 3 sales selling 27,312 shares for an estimated $2,402,626.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 2 sales selling 11,449 shares for an estimated $968,251.
- CLETUS R WILLEMS (Chief Global Affairs Officer) sold 3,136 shares for an estimated $259,253
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Netflix Revenue
Netflix had revenues of $12.6B in Q2 2026. This is an increase of 13.37% from the same period in the prior year.
You can track NFLX financials on Quiver Quantitative's NFLX stock page.
You can access data on NFLX stock through the Quiver Quantitative API.
Netflix Congressional Stock Trading
Members of Congress have traded $NFLX stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $50,000 on 03/27.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Netflix Hedge Fund Activity
We have seen 1,768 institutional investors add shares of Netflix stock to their portfolio, and 1,525 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS added 25,678,174 shares (+60.6%) to their portfolio in Q1 2026, for an estimated $2,453,503,304
- CAPITAL INTERNATIONAL INVESTORS removed 23,612,960 shares (-89.2%) from their portfolio in Q1 2026, for an estimated $2,256,175,824
- WELLINGTON MANAGEMENT GROUP LLP added 14,346,362 shares (+68.2%) to their portfolio in Q1 2026, for an estimated $1,370,769,065
- MORGAN STANLEY added 13,668,151 shares (+16.0%) to their portfolio in Q1 2026, for an estimated $1,305,967,225
- PRICE T ROWE ASSOCIATES INC /MD/ added 12,972,914 shares (+15.1%) to their portfolio in Q1 2026, for an estimated $1,239,538,581
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 10,786,044 shares (-95.0%) from their portfolio in Q1 2026, for an estimated $1,030,587,089
- HARRIS ASSOCIATES L P added 9,827,233 shares (+30200.5%) to their portfolio in Q1 2026, for an estimated $938,974,424
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Netflix Price Targets
Multiple analysts have issued price targets for $NFLX recently. We have seen 14 analysts offer price targets for $NFLX in the last 6 months, with a median target of $115.0.
Here are some recent targets:
- Jason Bazinet from Citigroup set a target price of $100.0 on 07/09/2026
- Laurent Yoon from Bernstein set a target price of $100.0 on 07/08/2026
- Jessica Reif Ehrlich from B of A Securities set a target price of $125.0 on 05/18/2026
- Michael Morris from Guggenheim set a target price of $120.0 on 05/15/2026
- Thomas Champion from Piper Sandler set a target price of $115.0 on 04/17/2026
- Jason Helfstein from Oppenheimer set a target price of $120.0 on 04/17/2026
- Barton Crockett from Rosenblatt set a target price of $95.0 on 04/17/2026
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.
