Netflix Stock (NFLX) Opinions on Recent Recovery and Partnerships

Price Rebound: Social media chatter has centered on Netflix shares climbing roughly 25 percent from July lows, with observers pointing to technical signals that a bottom may be forming after earlier weakness. Analyst Upgrades: Recent posts reference an upgraded price objective from Wolfe Research, now at $95, tied to expectations for improved second-half performance driven by content releases rather than demand softness. Partnership Developments: Discussions also highlight a multi-year NFL streaming tie-up with EverPass Media, alongside talks of Netflix potentially expanding its platform to include other services, though some note a brief dip following UK subscription price hikes. 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 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 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 8 sales selling 1,214,800 shares for an estimated $111,357,438 . . THEODORE A SARANDOS (Co-CEO) has made 0 purchases and 6 sales selling 160,474 shares for an estimated $12,136,211 . . GREGORY K PETERS (Co-CEO) has made 0 purchases and 2 sales selling 54,624 shares for an estimated $4,431,027 . . SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 3 sales selling 47,131 shares for an estimated $4,329,721 . . BRADFORD L SMITH has made 0 purchases and 2 sales selling 35,990 shares for an estimated $2,789,799 . . DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 2 sales selling 11,445 shares for an estimated $920,920 . . RICHARD N BARTON sold 2,160 shares for an estimated $162,216 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. Quiver Alerts Receive NFLX Data Alerts Get market-moving data, filings, and signals for NFLX in real time. Sign Up 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 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales. Here's a breakdown of recent trading of $NFLX stock by members of Congress over the last 6 months: 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 1,716 institutional investors add shares of Netflix stock to their portfolio, and 1,935 decrease their positions in their most recent quarter. Here are some of the largest recent moves: INVESCO LTD. added 92,572,259 shares (+216.1%) to their portfolio in Q2 2026, for an estimated $6,609,659,292 FMR LLC removed 68,713,615 shares (-33.6%) from their portfolio in Q2 2026, for an estimated $4,906,152,111 JPMORGAN CHASE & CO added 44,322,490 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,164,625,786 SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 33,723,951 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,407,890,101 BAILLIE GIFFORD & CO removed 20,766,212 shares (-56.2%) from their portfolio in Q2 2026, for an estimated $1,482,707,536 BANK OF AMERICA CORP /DE/ removed 20,485,464 shares (-35.4%) from their portfolio in Q2 2026, for an estimated $1,462,662,129 PERSHING SQUARE INC. added 13,081,465 shares (+inf%) to their portfolio in Q2 2026, for an estimated $934,016,601 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 11 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 on 07/09/2026 Laurent Yoon from Bernstein set a target price of $100.0 on 07/08/2026 on 07/08/2026 Jessica Reif Ehrlich from B of A Securities set a target price of $125.0 on 05/18/2026 on 05/18/2026 Michael Morris from Guggenheim set a target price of $120.0 on 05/15/2026 on 05/15/2026 Barton Crockett from Rosenblatt set a target price of $95.0 on 04/17/2026 on 04/17/2026 Thomas Champion from Piper Sandler set a target price of $115.0 on 04/17/2026 on 04/17/2026 Jason Helfstein from Oppenheimer set a target price of $120.0 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.