Warner Bros. Deal Concerns: Recent chatter on social media has centered on Netflix's proposed acquisition of Warner Bros. assets, with a deal valued at over $72 billion. Many express unease about the potential impact on the stock, especially as shares have dropped significantly from recent highs. The uncertainty surrounding the merger has sparked heated debates among investors.
Stock Price Decline: Discussions also highlight Netflix's recent stock performance, with a reported decline of over 17% in the past month. Some argue the sell-off might be overdone, pointing to strong revenue growth in the last quarter as a sign of resilience. Others remain cautious, questioning if the current price reflects deeper issues tied to the acquisition.
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 170 times in the past 6 months. Of those trades, 0 have been purchases and 170 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 91 sales selling 933,034 shares for an estimated $232,310,929.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 3 sales selling 31,886 shares for an estimated $35,094,467.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 70 sales selling 11,781 shares for an estimated $13,627,134.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 2 sales selling 4,053 shares for an estimated $4,565,906.
- THEODORE A SARANDOS (Co-CEO) has made 0 purchases and 2 sales selling 4,053 shares for an estimated $4,565,049.
- CLETUS R WILLEMS (Chief Global Affairs Officer) has made 0 purchases and 2 sales selling 476 shares for an estimated $536,416.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Netflix Revenue
Netflix had revenues of $11.5B in Q3 2025. This is an increase of 17.16% from the same period in the prior year.
You can track NFLX financials on Quiver Quantitative's NFLX stock page.
Netflix Congressional Stock Trading
Members of Congress have traded $NFLX stock 16 times in the past 6 months. Of those trades, 12 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 CLEO FIELDS has traded it 7 times. They made 7 purchases worth up to $1,280,000 on 12/03, 11/20, 11/03, 10/31 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 1 sale worth up to $15,000 on 10/07.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Netflix Hedge Fund Activity
We have seen 1,789 institutional investors add shares of Netflix stock to their portfolio, and 1,328 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 7,852,024 shares (+250.7%) to their portfolio in Q3 2025, for an estimated $9,413,948,614
- CANADA LIFE ASSURANCE CO added 4,888,411 shares (+874.4%) to their portfolio in Q3 2025, for an estimated $586,081,371
- PICTET ASSET MANAGEMENT HOLDING SA added 4,472,536 shares (+982.1%) to their portfolio in Q3 2025, for an estimated $536,221,286
- ALECTA TJANSTEPENSION OMSESIDIGT added 3,818,000 shares (+863.8%) to their portfolio in Q3 2025, for an estimated $457,747,656
- DANSKE BANK A/S removed 3,117,850 shares (-97.9%) from their portfolio in Q3 2025, for an estimated $373,805,272
- 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
- CIBC PRIVATE WEALTH GROUP LLC added 2,081,494 shares (+914.6%) to their portfolio in Q3 2025, for an estimated $249,554,478
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:
- Needham issued a "Buy" rating on 12/09/2025
- Rosenblatt issued a "Buy" rating on 11/28/2025
- KGI Securities issued a "Outperform" rating on 11/03/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
- Canaccord Genuity issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Guggenheim 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 25 analysts offer price targets for $NFLX in the last 6 months, with a median target of $1390.0.
Here are some recent targets:
- Kenneth Leon from CFRA set a target price of $100.0 on 01/05/2026
- James Heaney from Jefferies set a target price of $134.0 on 12/11/2025
- Laura Martin from Needham set a target price of $150.0 on 12/09/2025
- Jeffrey Wlodarczak from Pivotal Research set a target price of $105.0 on 12/08/2025
- Maria Ripps from Canaccord Genuity set a target price of $152.5 on 12/08/2025
- Barton Crockett from Rosenblatt set a target price of $105.0 on 12/08/2025
- Kannan Venkateshwar from Barclays set a target price of $110.0 on 11/18/2025
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.
