NFLX Earnings
Thursday, Apr 16 2026
EPS Estimate
$0.77
$0.72 – $0.87
Revenue Estimate
$12.2B
Track Record
3/4 beats
Current Price
$106.28
Our Position
bullish · highGoldman Upgrades Netflix, Eyes $120 Target
structured data
est. revisions stable
(+0.3pp / 30d)
The upgrade and strong underlying financials reinforce Netflix's rebound potential as it leverages ad growth and stable subscriber base to regain market enthusiasm despite recent setbacks.
Watch: Netflix's Q1 2026 earnings on April 16 will clarify subscriber trends, pricing strategy, and the impact of increased advertising.
Data Signal Summary
3 bullish
1 bearish
Insider selling cluster
Put/call 0.2 (bullish skew)
Analysts: bullish
Price uptrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
uptrend
1-Month Return
+9.4%
From 52w High
-23.0%
P/E Ratio
40.7
Est. Revisions (30d)
+0.2% 5up/0dn
Analyst Target (mean)
$114 $80–$151 +7%
Options P/C Ratio
0.22
Est. Dispersion
9% 34 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Coatue, Renaissance, Tiger Global
Recent Activity
insider trades
4 transactions
Sell
·
HASTINGS REED (Director)
·420,550 shares
·$40,156,465
Exercise
·
HASTINGS REED (Director)
·420,550 shares
·$3,968,730
Sell
·
NEUMANN SPENCER ADAM (Chief Financial Officer)
·28,630 shares
·$2,805,740
Exercise
·
NEUMANN SPENCER ADAM (Chief Financial Officer)
·28,630 shares
·$1,055,547
analyst ratings
5 ratings
Guggenheim
→Buy
1d ago
Keybanc
→Overweight
1d ago
Wedbush
→Outperform
2d ago
Rosenblatt
→Neutral
8d ago
Goldman Sachs
·up
→Buy
9d ago
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