Warner Bros. Acquisition News: Recent chatter on X about Netflix (NFLX) has been dominated by the company’s proposed $82.7 billion acquisition of Warner Bros. Discovery assets. Many users express concern over the massive debt load, reported to reach $75 billion, and potential antitrust scrutiny. The stock saw a sharp 4.14% drop following the announcement, fueling heated debates.
Mixed Investor Reactions: Posts on X reveal a split in opinions, with some seeing the deal as a bold move to dominate streaming, while others worry about financial strain and regulatory hurdles. A few highlight a recent stock split announcement as a potential positive, though it’s overshadowed by acquisition fears. Wall Street downgrades and lowered price targets are also circulating widely.
Competitor Bids: Discussion on X also focuses on rival bids, notably from Paramount, which has reportedly offered a higher amount for Warner Bros. This has added to the uncertainty, with some users speculating on whether Netflix can secure the deal. The drama of this corporate tug-of-war keeps the conversation lively.
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 234 times in the past 6 months. Of those trades, 0 have been purchases and 234 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 133 sales selling 533,257 shares for an estimated $227,910,956.
- 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 87 sales selling 14,382 shares for an estimated $17,027,209.
- 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.
- LESLIE J KILGORE has made 0 purchases and 3 sales selling 643 shares for an estimated $819,770.
- JEFFREY WILLIAM KARBOWSKI (Chief Accounting Officer) sold 620 shares for an estimated $797,840
- CLETUS R WILLEMS (Chief Global Affairs Officer) has made 0 purchases and 2 sales selling 476 shares for an estimated $536,416.
- STRIVE MASIYIWA sold 290 shares for an estimated $387,596
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 14 times in the past 6 months. Of those trades, 10 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 5 times. They made 5 purchases worth up to $1,250,000 on 11/20, 11/03, 10/31 and 0 sales.
- 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 GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/17 and 1 sale worth up to $15,000 on 10/07.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Netflix Hedge Fund Activity
We have seen 1,834 institutional investors add shares of Netflix stock to their portfolio, and 1,409 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- 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
- GQG PARTNERS LLC removed 1,478,301 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,772,364,634
- ALYESKA INVESTMENT GROUP, L.P. added 1,388,626 shares (+1631.7%) to their portfolio in Q3 2025, for an estimated $1,664,851,483
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 15 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
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Guggenheim issued a "Buy" rating on 10/22/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
- Canaccord Genuity 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:
- Laura Martin from Needham set a target price of $150.0 on 12/09/2025
- Maria Ripps from Canaccord Genuity set a target price of $152.5 on 12/08/2025
- Jeffrey Wlodarczak from Pivotal Research set a target price of $105.0 on 12/08/2025
- Barton Crockett from Rosenblatt set a target price of $105.0 on 12/08/2025
- Doug Anmuth from JP Morgan set a target price of $124.0 on 11/18/2025
- Kannan Venkateshwar from Barclays set a target price of $110.0 on 11/18/2025
- Tommy Lai from KGI Securities set a target price of $1350.0 on 11/03/2025
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.
