Stock Split Announcement: Recent chatter on X about Netflix (NFLX) has centered on the company’s announcement of a 10-for-1 stock split, set to take effect in mid-November 2025. Many users are intrigued by the potential for increased accessibility to retail investors and employees. The stock saw a brief uptick in price following the news, though some note lingering weakness post-earnings.
Strategic Moves Buzz: Discussions also highlight Netflix’s rumored interest in acquiring Warner Bros. Discovery’s studio and streaming business, sparking curiosity on X. Some see this as a bold step to bolster content and market share. However, a recent analyst downgrade citing high valuation has tempered enthusiasm for near-term upside among a few participants.
Earnings Reflections: Posts on X reflect on Netflix’s Q3 2025 earnings, with revenue meeting expectations but a notable EPS miss. Users are debating the impact of lowered margin forecasts versus the growth in ad-supported tiers. The mixed reactions show a divide on the stock’s current trajectory.
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 335 times in the past 6 months. Of those trades, 0 have been purchases and 335 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 148 sales selling 184,720 shares for an estimated $219,832,264.
- JAY C HOAG has made 0 purchases and 72 sales selling 76,758 shares for an estimated $93,285,880.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 98 sales selling 16,288 shares for an estimated $19,418,588.
- BRADFORD L SMITH sold 3,919 shares for an estimated $4,405,974
- THEODORE A SARANDOS (Co-CEO) sold 2,026 shares for an estimated $2,351,411
- GREGORY K PETERS (Co-CEO) sold 2,026 shares for an estimated $2,344,963
- LESLIE J KILGORE has made 0 purchases and 6 sales selling 1,331 shares for an estimated $1,638,155.
- JEFFREY WILLIAM KARBOWSKI (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,260 shares for an estimated $1,562,493.
- 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.
- CLETUS R WILLEMS (Chief Global Affairs Officer) has made 0 purchases and 2 sales selling 536 shares for an estimated $613,661.
- DAVID A HYMAN (Chief Legal Officer) sold 424 shares for an estimated $491,276
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Netflix Congressional Stock Trading
Members of Congress have traded $NFLX stock 9 times in the past 6 months. Of those trades, 6 have been purchases and 3 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 3 times. They made 3 purchases worth up to $45,000 on 10/24, 06/06, 05/14 and 0 sales.
- 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 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Netflix Hedge Fund Activity
We have seen 1,759 institutional investors add shares of Netflix stock to their portfolio, and 1,348 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 904,125 shares (-16.1%) from their portfolio in Q3 2025, for an estimated $1,083,973,545
- 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 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- KGI Securities issued a "Outperform" rating on 11/03/2025
- Wedbush issued a "Outperform" rating on 10/22/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
- Guggenheim issued a "Buy" rating on 10/22/2025
- Needham issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Rosenblatt issued a "Buy" rating on 10/22/2025
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 26 analysts offer price targets for $NFLX in the last 6 months, with a median target of $1425.0.
Here are some recent targets:
- Tommy Lai from KGI Securities set a target price of $1350.0 on 11/03/2025
- Thomas Champion from Piper Sandler set a target price of $1400.0 on 10/22/2025
- Maria Ripps from Canaccord Genuity set a target price of $1525.0 on 10/22/2025
- Barton Crockett from Rosenblatt set a target price of $1530.0 on 10/22/2025
- Laura Martin from Needham set a target price of $1500.0 on 10/22/2025
- Doug Anmuth from JP Morgan set a target price of $1275.0 on 10/22/2025
- Steven Cahall from Wells Fargo set a target price of $1510.0 on 10/22/2025
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.
