Netflix에 대한 매도 수량은 투자자에게 Netflix의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Netflix (NASDAQ:NFLX) 주식, 공매도 수량 보고

Netflix

Netflix's relatively simple business model involves only one business, its streaming service. It has the biggest television entertainment subscriber base in both the United States and the collective international market, with more than 280 million subscribers globally. Netflix has exposure to nearly the entire global population outside of China. The firm has traditionally avoided live programming or sports content, instead focusing on on-demand access to episodic television, movies, and documentaries. The firm recently began introducing ad-supported subscription plans, giving the firm exposure to the advertising market in addition to the subscription fees that have historically accounted for nearly all its revenue.

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NFLX

넷플릭스(NASDAQ:NFLX)는 화요일에 4분기 실적을 발표할 예정이다. 월스트리트는 주당순이익(EPS)이 4.19달러, 매출이 101억 1천만 달러에 이를 것으로 예상하고 있으며, 이 회사는 시장 마감 후에 실적을 보고한다.

넷플릭스 주식, 약세 모멘텀에 직면 - 4분기 실적이 상황을 뒤집을까?

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넷플릭스(NASDAQ:NFLX)를 분석하는 한 애널리스트는 넷플릭스가 4분기에 많은 구독자를 확보했지만 크리스마스 당일 NFL 경기 이후에는 구독자를 유지하는 데 어려움을 겪을 수 있다고 예측했다.

로젠블랫: 넷플릭스, 4분기 구독자 수 호실적 전망하지만 1분기 지침은 주의 당부

스트리밍 대기업 넷플릭스(NASDAQ:NFLX)는 4분기 재무 실적 발표를 앞두고 목표주가가 상향되었고 구독사 주 증가가 예상된다.넷플릭스 애널리스트: 맥쿼리 애널리스트인 팀 놀렌(Tim Nollen)은 넷플릭스에 대해 시장수익률 상회 의견을 유지하고 목표주가를 795달러에서 965달러로 상향 조정했다.

스트리밍 시장 지배를 향해 나아가는 넷플릭스, 4가지 촉매 요인은?

Netflix Inc

Analysts turn their focus to the 2025 movie season, offering box office predictions as the industry grapples with the continued <a href="https://www.benzinga.com/topic/streaming">rise of streaming platforms.</a>
JPMorgan 2025 Outlook: The movie theater industry <a href="https://www.benzinga.com/general/entertainment/24/12/42750888/top-anticipated-2025-movies-for-big-screen-success-and-stocks-investors-should-watch">could be normalizing</a> after facing the COVID-19 pandemic disruption and labor stoppages, JPMorgan analyst David Karnovsky said in a new investor note.
"The key headwind for theaters remains supply – COVID and strike-related production shutdowns hampered output, and while the impacts are yet to be fully overcome, the lack of ongoing constraints sets up the conditions for a full recovery in volume by 2026 or 2027," Karnovsky said.
The analyst forecasts the North American box office to hit $9.50 billion in 2025, up 10.8% year-over-year. Broken down by quarter, Karnovsky's predictions are as follows:
<ul>
<li>Q1: $1.77 billion, +9.7% year-over-year</li>
<li>Q2: $2.44 billion, +25.1% year-over-year</li>
<li>Q3: $2.57 billion, -3.7% year-over-year</li>
<li>Q4: $2.73 billion, +16.2% year-over-year</li>
</ul>
While the report does not share price targets for movie theater stocks, Cinemark Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) and IMAX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) are named in the report. AMC Entertainment Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) would be another stock to watch, given the potential increase in domestic 2025 box office revenue.
"While our forecast builds for significant growth, we believe it is below some of the more bullish estimates for $10b-plus which followed strong performance during the holiday period."
The analyst said he remains constructive on the movie theater industry given the rise of the streaming market, specifically increased film output from Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>). The rise of Netflix and streaming platforms has shortened theatrical release windows for movies.
"While these forces have delivered real stress to the ecosystem, with some hindsight, it appears many of the bear theses that existed pre-pandemic were overblown."
The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) is also featured several times in the report, with Karnovsky highlighting upcoming movies like "Zootopia 2," "Snow White," "Lilo &amp; Stitch," "Captain America: Brave New World," "Fantastic Four" and "Avatar: Fire and Ash."
Disney is also highlighted for the early 2026 outlook with movies like "Toy Story 5," a live-action "Moana", "Avengers: Doomsday" and "The Mandalorian &amp; Grogu."
Read Also: <a href="https://www.benzinga.com/24/12/42603589/disney-hits-2-billion-domestic-box-office-wins-top-honors-global-box-office-2025-to-grow-8-to-33b-analyst-says">Disney Hits $2 Billion Domestic Box Office, Earns Top Honors</a>
Goldman Sachs on Movie Theater Stocks: Goldman Sachs analyst Stephen Laszczyk has a domestic box office revenue estimate of $9.4 billion for 2026.
Laszczyk projects a recovery to 82% of 2019 revenue levels, after which earnings would likely remain range-bound.
In the recent report, the analyst highlights IMAX and Cinemark as the two covered stocks in the sector.
The analyst has a Sell rating on Imax with a $16 price target. Despite the sell rating, the analyst sees several scenarios that could provide upside risk to the rating.
"Box office demand could recover more quickly and on a larger scale than expected," Laszczyk said.
The analyst said movie theaters could look to add more Imax screens. A change in China's policy to allow more American blockbusters in the country could also benefit Imax, the analyst added.
"IMAX may benefit from uplifts in ticket prices as studios and exhibitors look to increase revenue."
The analyst also has a Sell rating on Cinemark with a $24 price target.
Similar to Imax, the analyst said there are several scenarios that could provide upside for the movie theater stock.
Along with box office demand recovering faster than expected, the analyst said better food and beverage margins and lower operating expenses could help Cinemark.
Read Next: 
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<li><a href="https://www.benzinga.com/general/entertainment/25/01/43017986/warner-bros-discovery-analyst-says-dtc-strength-wont-offset-joker-folie-a-deux-flop-nba-rights-concerns">Warner Bros. Discovery Analyst Says DTC Strength Won&#8217;t Offset &#8216;Joker: Folie A Deux&#8217; Flop, NBA Rights Concerns</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

IMAX

Box Office Set For $9.5 Billion 2025 Comeback As Netflix Reshapes Industry, Analyst Says

On Friday, IMAX Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) announced that it has agreed with Netflix, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) to debut Oscar-nominated director Greta Gerwig&#8217;s forthcoming film &#8220;Narnia&#8221; exclusively across the IMAX global theater network with a&nbsp;two-week&nbsp;run <a target="_blank" href="https://imaxcorporation.gcs-web.com/node/25456/html" rel="noreferrer noopener">beginning Thanksgiving 2026</a>.
It will premiere on Netflix at Christmas 2026, after months of negotiation between the companies, according to the Variety&#8217;s <a target="_blank" href="https://variety.com/2025/film/news/greta-gerwig-narnia-adaptation-netflix-imax-release-date-1236277005/" rel="noreferrer noopener">report</a>. IMAX stock gained after the update.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/17095446/newplot-6.png" alt="" class="wp-image-739173" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/17095446/newplot-6.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/17095446/newplot-6-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43054648/wipro-q3-earnings-24-5-profit-jump-it-services-margins-hit-12-quarter-high-boosts-interim-dividend-payout-to-70" rel="noreferrer noopener">Wipro Q3 Earnings: 24.5% Profit Jump, IT Services Margins Hit 12-Quarter High, Boosts Interim Dividend Payout to 70%</a>
Netflix mostly prefers to have its movies debut on its platform, particularly the more broadly commercial ones.&nbsp;&nbsp;
However, in 2022, the streaming giant allowed &#8220;Glass Onion: A Knives Out Mystery&#8221; to run an exclusive one-week over 600 theatres.
Rival streamers like Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) allowed movies to be released theatrically before reaching the streaming services.
In 2018, Netflix shared plans to produce series and film projects based on Lewis&#8217; &#8220;The Chronicles of Narnia.&#8221; In 2020, Netflix tapped Gerwig. In 2023, Gerwig&#8217;s &#8220;Barbie&#8221; marked the year&#8217;s biggest blockbuster, grossing nearly $1.5 billion globally.
Netflix also remained focused on sports events, which likely drove 9 million subscriber additions in the holiday quarter, courtesy of the &#8220;Jake Paul vs. Mike Tyson&#8221; boxing match, National Football League games, and the &#8220;Squid Game,&#8221; Reuters reports.
After its password-sharing crackdown, The streaming giant added premium sports content to its platform to attract younger viewers and advertising dollars.
BMO Capital&#8216;s Brian Pitz expects Netflix&#8217;s <a target="_blank" href="https://www.benzinga.com/25/01/43010198/netflixs-avod-surge-and-wwe-content-fuel-optimism-analyst-sets-1000-price-forecast" rel="noreferrer noopener">advertising-based video-on-demand (AVOD)</a> monthly active users (MAUs) to reach 90 million by 2025, up from 70 million in the fourth quarter of 2024, backed by Squid Game 2 and WWE.
Price Actions: IMAX stock is up 3.09% at $23.08 at last check Friday. NFLX is up 1.29%.
Also Read:
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<li><a href="https://www.benzinga.com/news/earnings/25/01/43026092/bank-of-america-q4-earnings-6-7-billion-profit-1-7-billion-in-investment-banking-fees-forecasts-higher-nii-in-2025" target="_blank" rel="noreferrer noopener">Bank of America Q4 Earnings: $6.7 Billion Profit, $1.7 Billion In Investment Banking Fees</a></li>
</ul>
Photo by imageAllan via Shutterstock

AAPL

AMZN

IMAX Secures Netflix Deal for Exclusive 'Narnia' Theatrical Release, Stock Jumps

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) will be reporting its fourth-quarter earnings on Tuesday. Wall Street expects $4.19 in EPS and $10.11 billion in revenues as the company reports<a href="https://www.benzinga.com/calendars/earnings?tickers=NFLX" target="_blank" rel="noreferrer noopener"> after market hours</a>.
The stock is up 79.33% over the past year, 33.04% over the past six months.
Let&#8217;s look at what the charts indicate for Netflix stock and how the stock currently maps against Wall Street estimates.
Read Also: <a href="https://www.benzinga.com/news/earnings/earnings-beats/25/01/43033587/netflix-gets-boost-ahead-of-q4-earnings-analyst-forecasts-net-member-adds-up-57">Netflix Gets Boost Ahead Of Q4 Earnings, Analyst Forecasts Net Member Adds Up 57%</a>
<h2 class="wp-block-heading">NFLX: Stock Faces Bearish Momentum Ahead Of Q4 Earnings&nbsp;</h2>
<figure class="wp-block-image size-full"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent011725&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="629" height="487" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/17113951/Screenshot-2025-01-17-at-10.09.36-PM.png" alt="" class="wp-image-739424" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/17113951/Screenshot-2025-01-17-at-10.09.36-PM.png 629w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/17113951/Screenshot-2025-01-17-at-10.09.36-PM-300x232.png 300w" sizes="(max-width: 629px) 100vw, 629px" /></a></figure>
<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent011725&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
NFLX stock is experiencing strong bearish momentum, with the stock trading below its five-day, 20-day and 50-day exponential moving averages (EMAs), indicating persistent selling pressure. The short-term trend remains weak, as the 20-day simple moving average (SMA) at $881.48 and the 50-day SMA at $875.87 all suggest a bearish outlook, reinforcing the risk of further downside. 
Additionally, the Moving Average Convergence Divergence (MACD) indicator stands at a negative 10.67, signaling continued weakness, while the Relative Strength Index (RSI) at 45.94 shows the stock still has room for further declines before a potential rebound.
Despite the current weakness, the eight-day SMA at $851.55 lies right under, and 200-day SMA at $715.29 remains well below the share price of $861.20, indicating that NFLX stock retains long-term bullish support. Investors and traders should watch for potential stabilization around current levels or a deeper pullback. A sustained break below key technical support levels could lead to an extended bearish trend, while any reversal signs, such as a rising RSI or a MACD crossover, could present opportunities for a bullish turnaround.
<h2 class="wp-block-heading">Netflix Analysts See Downside As Well</h2>
Ratings &amp; Consensus Estimates:<a href="https://www.benzinga.com/quote/NFLX/analyst-ratings" target="_blank" rel="noreferrer noopener"> The consensus analyst rating</a> on Netflix stock stands at a Buy currently with a price target of $870.13. However, the latest ratings from Loop Capital, Seaport Global and Rosenblatt imply a 0.72% downside for Netflix stock, with an average price target of $853.33.
NFLX Price Action: Netflix stock was trading at $860.25 at the time of publication.
Read Next: 
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<li><a href="https://www.benzinga.com/general/sports/25/01/43039879/netflix-analyst-predicts-q4-subscriber-beat-cautions-on-q1-guidance-subs-that-joined-for-nfl-boxing-could-churn-off">Netflix Analyst Predicts Q4 Subscriber Beat, Cautions On Q1 Guidance: Subs That Joined For NFL, Boxing &#8216;Could Churn Off&#8217;</a></li>
</ul>

Netflix Stock Faces Bearish Momentum - Will Q4 Earnings Flip The Script?

IMAX Has Entered Into An Agreement With Netflix, Inc. To Debut Oscar-Nominated Director Greta Gerwig's Forthcoming Film "Narnia" Exclusively Across The IMAX Global Theater Network With A Two-Week Run Beginning Thanksgiving 2026.

Sony Group Corp&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) PlayStation <a target="_blank" href="https://www.benzinga.com/topic/gaming-industry" rel="noreferrer noopener">dumped two unannounced</a> live service projects at Syphon Filter&nbsp;and&nbsp;Days Gone&nbsp;developer Bend Studio and God of War&nbsp;game developer Bluepoint Games after a strategic review, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-16/sony-cancels-two-more-playstation-projects?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reports</a>.
PlayStation is currently discussing with the studios how to determine their following projects.
PlayStation remains aggressively invested in live-service games, which can be monetized months and years after their launch.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43010198/netflixs-avod-surge-and-wwe-content-fuel-optimism-analyst-sets-1000-price-forecast" rel="noreferrer noopener">WWE, Squid Game Fuel Netflix Ad-Supported Growth: Analyst Sets $1,000 Price Forecast</a>
Sony&#8217;s strategy bore it a hit in 2024&#8217;s&nbsp;Helldivers II&nbsp;and several flops, including&nbsp;Concord, prompting it to cancel several live-service games over the last few years, including one based on Spider-Man.
Sony sold <a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/41841647/sonys-q2-profit-surges-on-gaming-and-sensor-gains-but-ps5-sales-decline-raises-full-year-outlook" rel="noreferrer noopener">3.8 million PlayStation5 units</a> in the fiscal second quarter of 2024, compared to&nbsp;4.9 million a year ago. Sony&#8217;s Game &amp; Network Services revenue rose 12%&nbsp;to 1.07 trillion Japanese yen (on top of consolidated sales&nbsp;of ¥2.91 trillion), and operating income grew 184%&nbsp;to&nbsp;¥138.8 billion.
The video game industry battled challenges in the last two years, including losing <a target="_blank" href="https://www.benzinga.com/markets/equities/24/09/40829756/microsoft-cuts-650-xbox-jobs-amid-restructuring-following-activision-blizzard-deal-report" rel="noreferrer noopener">thousands of jobs</a>. Notable gaming studio closures included Netlix Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) <a target="_blank" href="https://www.benzinga.com/general/gaming/24/10/41462659/netflix-ends-aaa-game-development-at-california-studio" rel="noreferrer noopener">Southern California AAA</a> game studio, Team Blue, Take-Two Interactive Software Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) <a target="_blank" href="https://www.benzinga.com/news/24/05/38583285/grand-theft-auto-parent-shuts-two-iconic-game-studios-as-part-of-sweeping-layoffs" rel="noreferrer noopener">London&#8217;s Roll7 </a><a target="_blank" href="https://www.benzinga.com/news/24/05/38583285/grand-theft-auto-parent-shuts-two-iconic-game-studios-as-part-of-sweeping-layoffs" rel="noreferrer noopener">and</a> Seattle&#8217;s Intercept Games, Microsoft Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) several <a target="_blank" href="https://www.benzinga.com/news/24/05/38732093/microsoft-shakes-up-xbox-division-closes-renowned-studios-in-major-cost-cutting-move" rel="noreferrer noopener">video-game studios</a> within its Xbox division, and NetEase Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTES#NASDAQ">NTES</a>) <a target="_blank" href="https://www.benzinga.com/markets/asia/24/08/40659768/netease-to-close-ouka-studios-developer-of-visions-of-mana-report" rel="noreferrer noopener">Ouka Studios</a>.
Reportedly, Krafton Inc. of&nbsp;PUBG: Battlegrounds earmarked over <a target="_blank" href="https://www.benzinga.com/25/01/42954938/pubg-developer-krafton-invests-136-million-in-game-studios-expands-ai-team-for-future-gaming-innovations" rel="noreferrer noopener">200 billion won ($136 million)</a> to over&nbsp;twelve game studios in sync with its artificial intelligence investment.
Over the past two years, Krafton incurred $680 million in investment in game studios. It also tapped Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to showcase more lifelike non-player characters in its Inzoi life simulation game.
Elon Musk&#8217;s&nbsp;AI startup,&nbsp;xAI, remains focused on its AI-driven game studio. It is challenging the giant game studios, which, according to the Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) chief, prioritize profit over player engagement and creativity.
Last October,&nbsp;JPMorgan analysts&nbsp;expressed optimism over&nbsp;mobile gaming trends and spending on consoles backed by the gaming pipeline.
Sony Group stock surged over 11% in the last 12 months. Investors can gain exposure to the stock through Avantis International Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVDE#NYSE">AVDE</a>) and Invesco International Dividend Achievers ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PID#NASDAQ">PID</a>).
Price Action: SONY stock traded higher by 1.13% at $20.55 premarket at last check Friday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/general/gaming/24/11/41694104/microsofts-decision-to-shut-down-arkane-austin-called-stupid-by-studio-founder" target="_blank" rel="noreferrer noopener">Microsoft&#8217;s Decision To Shut Down Arkane Austin Called &#8216;Stupid&#8217; By Studio Founder</a></li>
</ul>
Photo via Shutterstock

AVDE

MSFT

NTES

NVDA

PowerShares ETF Trust International Dividend Achievers Portfolio

Sony Group Corporation American Depositary Shares

SONY

TSLA

TTWO

Sony Cancels Two Live-Service Games, Stays Committed to Long-Term Monetization

A Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) analyst predicts the streaming company gained a large amount of subscribers in the fourth quarter, but could struggle to keep them around after the<a href="https://www.benzinga.com/general/sports/24/12/42711504/lebron-james-vs-nfl-nba-star-says-christmas-is-our-day-2024-ratings-paint-a-different-picture"> Christmas Day NFL games.</a>
The Analyst: Rosenblatt analyst Barton Crockett maintained a Neutral rating on the Los Gatos, California-based company with a $680 price target.
Read Also:<a href="https://www.benzinga.com/24/12/42751367/netflix-posts-record-debut-with-squid-game-season-2-heres-how-many-people-watched-show"> Netflix Posts Record Debut With &#8216;Squid Game&#8217; Season 2: Here&#8217;s How Many People Watched Show</a>
The Analyst Takeaways: Sports could be at the forefront of Netflix's fourth-quarter financial results on Jan. 21, Crockett said in a new investor note.
The platform's growth in sports could drive upside to subscribers in the fourth quarter versus guidance, Crockett says.
"A big question is the economics of this move into sports by Netflix," he adds.
Netflix's advertising for sporting events and audience metrics will be keys in the financial report and commentary to show that the company can disrupt the sports market from traditional media companies, Crockett said.
Crockett thinks Netflix could beat revenue estimates for the quarter.
"Netflix will have ad revenues from two NFL games in 4Q24, that it didn't have in 3Q24. That could be over $60 million per game, or $120 million for the two."
The analyst said the company sold out its advertising slots for the NFL games.
Crockett also sees subscriber growth coming in ahead of estimates with viewership for top 10 titles up 25% year-over-year in the fourth quarter.
While things could look good in next week's earnings report, Crockett is cautious on the first-quarter guidance and future results.
"Netflix will lose the NFL ad lift in the 1Q25. Some subs that joined for the NFL Christmas games or Paul/Tyson fight could churn off."
Crockett said it common for other streamers to have consumers sign up for big sporting events and then churn off afterwards.
"We will look for a defense of sports rights ROI at Netflix on the earnings call."
Price Action: Netflix stock is up 0.4% to $852.16 on Thursday versus a 52-week trading range of $475.26 to $941.75. Netflix stock is up 77% over the last year.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/entertainment/25/01/42956034/netflix-stock-has-long-term-runway-for-dominance-in-streaming-analyst-highlights-4-key-catalysts">Netflix Stock Has &#8216;Long Term Runway For Dominance In Streaming&#8217;: Analyst Highlights 4 Key Catalysts</a></li>
</ul>
Image: Shutterstock

Netflix Analyst Predicts Q4 Subscriber Beat, Cautions On Q1 Guidance: Subs That Joined For NFL, Boxing 'Could Churn Off'

Loop Capital analyst Alan Gould maintains Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) with a Hold and lowers the price target from $950 to $925.

Loop Capital Maintains Hold on Netflix, Lowers Price Target to $925

Shares of Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) were climbing on Thursday, with <a href="https://www.benzinga.com/25/01/43003674/netflix-to-rally-around-21-here-are-10-top-analyst-forecasts-for-wednesday">optimism ahead of its fourth-quarter results on Jan. 21</a>.
The estimate for the company's global paid net additions has been raised from 5.73 million to 9.02 million, according to Seaport Research Partners.
The Netflix Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58f614b60bd9910001a77adf/david-joyce">Analyst David Joyce</a> upgrading the rating for from Neutral to Buy, while maintaining the price target at $955.
The Netflix Thesis: The company is "proving out its global original content, fan engagement, live sports streaming, and advertising capabilities," Joyce said in the upgrade note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
The stock's premium valuation is justified by Netflix's rising share of highly rated content, award-winning original films and series as well as its streaming and connected TV advertising revenues, he added.
The upgrade in rating follows the recent pullback in the shares, given Netflix's "top-line and margin-expanding business model," while the estimate for the global paid net adds reflects "the special sporting events and seasonal new content releases," the analyst stated.
"Our channel checks suggest +26% growth in campaigns for ad buyers who were also buying in 4Q23," Joyce wrote. He added that Netflix's ad revenue could be up 160% to $609 million in the fourth quarter.
NFLX Price Action: Shares of Netflix were up 1.4% to $860.50 at the time of publication on Thursday.
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Photo: Shutterstock

Earnings Beats

Long Ideas

Upgrades

Movers

Netflix Gets Boost Ahead Of Q4 Earnings, Analyst Forecasts Net Member Adds Up 57%

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Baird analyst Jeff Johnson upgraded the rating for DexCom, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NASDAQ">DXCM</a>) from Neutral to Outperform and raised the price target from $86 to $104. DexCom shares closed at $80.40 on Wednesday. <a href="https://www.benzinga.com/quote/DXCM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Steven Enders upgraded monday.com Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>) from Neutral to Buy but lowered the price target from $302 to $298. Monday.Com shares closed at $234.15 on Wednesday. <a href="https://www.benzinga.com/quote/MNDY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst David Joyce upgraded the rating for Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) from Neutral to Buy and announced a $955 price target. Netflix shares closed at $848.26 on Wednesday. <a href="https://www.benzinga.com/quote/NFLX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Joseph Spak upgraded Dana Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAN#NYSE">DAN</a>) from Neutral to Buy and raised the price target from $11 to $18. Dana shares closed at $12.07 on Wednesday. <a href="https://www.benzinga.com/quote/DAN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel analyst Benjamin Nolan upgraded the rating for Canadian National Railway Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) from Hold to Buy but lowered the price target from $132 to $120. Canadian National Railway shares closed at $100.69 on Wednesday. <a href="https://www.benzinga.com/quote/CNI/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NFLX stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="578" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/16091422/image-110-1024x578.png" alt="" class="wp-image-736905" style="width:627px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/16091422/image-110-1024x578.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/16091422/image-110-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/16091422/image-110-768x434.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/16091422/image-110.png 1126w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Pre-Market Outlook

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MNDY

This Netflix Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday

Rosenblatt analyst Barton Crockett maintains Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) with a Neutral and maintains $680 price target.

Rosenblatt Maintains Neutral on Netflix, Maintains $680 Price Target

Seaport Global analyst David Joyce upgrades Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) from Neutral to Buy and announces $955 price target.

Seaport Global Upgrades Netflix to Buy, Announces $955 Price Target

Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) scored big with its first NFL Playoffs exclusive stream, airing the recent Pittsburgh Steelers and Baltimore Ravens matchups during the<a href="https://www.benzinga.com/general/sports/25/01/42829221/how-to-watch-nfl-playoffs-super-bowl-lix-betting-odds-will-history-be-made-by-chiefs-or-lions"> first week of the postseason.</a>
What Happened: Amazon set a new <a href="https://www.benzinga.com/topic/streaming">Prime Video</a> NFL record with an average of 22.07 million viewers during the Steelers and Ravens matchup, which the Ravens won 28-14 and advanced.
The record tops the 17.92 million Amazon's Prime Video had for a regular season game between the Detroit Lions and Green Bay Packers earlier this season. That match was the most streamed game during the season, before Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) set the 2024 NFL streaming record<a href="https://www.benzinga.com/general/sports/24/12/42711504/lebron-james-vs-nfl-nba-star-says-christmas-is-our-day-2024-ratings-paint-a-different-picture"> on Christmas Day.</a>
Amazon has the rights to "Thursday Night Football" games and has regularly shared that the NFL games have provided a boost to Prime subscribers and also helped with advertising revenue.
The NFL Playoffs game sets a new bar for Amazon in its sports streams and the NFL partnership, as <a href="https://www.hollywoodreporter.com/tv/tv-news/nfl-wild-card-2025-tv-ratings-prime-video-fox-1236108797/">reported </a>by The Hollywood Reporter. While the viewership was high and the game hit a peak of 24.66 million viewers during the game, the viewership trails several other media companies in their NFL coverage.
This is the second straight year the NFL has featured a NFL Playoffs game exclusive to a streaming platform. Last year, Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) streamed a NFL Playoffs game between the Kansas City Chiefs and Miami Dolphins on Peacock.
That game had average viewership of 22.86 million, which ranks ahead of Amazon's game this season.
Also ranking ahead of Amazon are both Christmas Day games that streamed on Netflix with average viewership of 24.1 million and 24.3 million.
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Why It's Important: Amazon's NFL Playoffs match was also the least watched of the first weekend of games.
Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) had average viewership of 35.89 million for the Philadelphia Eagles and Green Bay Packers game on Fox. Comcast had a viewership of 29 million for the Washington Commanders and Tampa Bay Buccaneers game. These games had viewership down 11% and 19% year-over-year respectively from last year.
CBS, which is a unit of Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>), had two games over the first weekend with average viewership of 26.6 million for the Los Angeles Chargers and Houston Texans game and average viewership of 31.2 million for the Buffalo Bills and Denver Broncos game. These games saw an increase in viewership compared to last year.
Monday's contents between the Los Angeles Rams and Minnesota Vikings, which aired on Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) units ABC, ESPN and ESPN2, had average viewership of 25.34 million, down 13% from last year's opening weekend Monday night game.
Four games will be played in the second weekend of the NFL Playoffs with Disney, Fox, Comcast and Paramount each having one contest.
Amazon's Playoffs game could serve as a continued test of how streaming viewership matches up against broadcast channels. This year's playoffs showed that so far more viewers watched on broadcast than on streaming.
The fact that Amazon's Playoffs game also fell shy of Netflix's Christmas Day viewership for NFL games could also prove costly if the two streaming platforms go head-to-head on sports rights in the future.
Amazon had a successful season of NFL viewership in 2024, with an average of 13.2 million viewers for its "Thursday Night Football" games, up 11% year-over-year, as <a href="https://frontofficesports.com/amazons-nfl-ratings-rose-13-in-2024-a-playoff-game-is-next/">reported </a>by FrontOfficeSports.
The company also streamed a second annual Black Friday game on Prime Video. When that game is counted into the games, Amazon's 2024 NFL viewership averaged 13.5 million viewers and was up 13% year-over-year.
Amazon has come a long ways from the 9.58 million average viewers it had for "Thursday Night Football" games in 2022.
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CMCSA

FOXA

PARA

PARAA

Amazon Scores Record With Steelers, Ravens NFL Playoffs Stream: How Game Stacks Up With Other Media, Streamers

On CNBC, Steve Weiss Announces Bought More Netflix

BMO Capital analyst Brian Pitz maintained Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) with an Outperform and raised the <a target="_blank" href="https://www.benzinga.com/quote/NFLX/analyst-ratings" rel="noreferrer noopener">price target from&nbsp;$825&nbsp;to&nbsp;$1000</a>.
Netflix has 70 million advertising-based video-on-demand (AVOD) monthly active users (MAUs) (versus 40 million in May).
Pitz estimates Netflix will have 90 million AVOD monthly active users by the end of 2025. 
AVOD monetization is gaining traction among Brand advertisers, with SMBs to come given revamped programmatic capabilities.
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Given this backdrop, Pitz estimated 4.5 ads per hour, rising to 5 in 2026E, which could prove conservative.
WWE on Netflix <a href="https://www.benzinga.com/tech/25/01/42827316/netflix-brings-wwe-monday-night-raw-to-streaming-starting-january-6" target="_blank" rel="noreferrer noopener">began on Jan. 6</a> and should result in significant engagement improvement compared to Peacock (Pitz estimates 2-3 times engagement improvement).
Pricing remains an optionality for both Standard and Premium tiers in 2025.
Pitz raised her end-2025E AVOD users to 90 million (versus 70 million MAU in the fourth quarter of 2024E) from 60 million following successful live events in the fourth quarter of 2024E and the beginning of WWE in the first quarter of 2025E with upside potential from Women&#8217;s World Cup Soccer in 2027 and unannounced content.
With ~180 billion hours viewed (2 hours per user per day), Pitz estimated Netflix would exit 2025E with just 4.5 ads per hour per member.
Pitz channel checks indicate that AVOD monetization is gaining traction.
Content initiatives are producing massive viewership. For example, Squid Games 2 debuted with 68 million views in one week, while Tyson/Paul generated 108 million live viewers and an estimated 125 million (live+1). The inaugural Raw episode attracted a 116% increase in U.S. viewers versus 2024E audience levels. 
Pitz expects the Women&#8217;s World Cup to be a hit, which ensures attractive ROAS across multiple verticals. Netflix Standard and YouTube Premium pricing have been in line for nearly 10 years, while YouTube TV and Netflix Premium remain 2-7 times below Cable TV pricing.
CTV pricing levers should continue for several years.
Pitz&#8217;s 2025E revenue is mainly unchanged at 12% growth (guidance is 11-13%). The analyst modeled 2026E revenue of $48.7 billion and ~30% operating income margins.
Price Action: NFLX stock is up 2.15% at $846.22 at last check Wednesday.
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Image: Shutterstock

WWE, Squid Game Fuel Netflix Ad-Supported Growth: Analyst Sets $1,000 Price Forecast

Oppenheimer analyst Jason Helfstein maintains Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) with a Outperform and lowers the price target from $1065 to $1040.

Oppenheimer Maintains Outperform on Netflix, Lowers Price Target to $1040

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>JP Morgan cut the price target for Carrier Global Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) from $83 to $77. JP Morgan analyst Stephen Tusa maintained a Neutral rating. Carrier Global shares closed at $68.40 on Tuesday. <a href="https://www.benzinga.com/quote/CARR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>RBC Capital slashed Charter Communications, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) price target from $390 to $380. RBC Capital analyst Jonathan Atkin maintained a Sector Perform rating. Charter Communications shares closed at $346.29 on Tuesday. <a href="https://www.benzinga.com/quote/CHTR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan raised the price target for Deere &amp; Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>) from $450 to $470. JP Morgan analyst Tami Zakaria maintained a Neutral rating. Deere shares closed at $432.31 on Tuesday. <a href="https://www.benzinga.com/quote/DE/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Wells Fargo increased the price target for Lululemon Athletica Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) from $350 to $375. Wells Fargo analyst Ike Boruchow maintained an Equal-Weight rating. Lululemon shares closed at $388.74 on Tuesday. <a href="https://www.benzinga.com/quote/LULU/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Telsey Advisory Group slashed Signet Jewelers Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SIG#NYSE">SIG</a>) price target from $87 to $65. Telsey Advisory Group analyst Dana Telsey maintained a Sector Perform rating. Signet shares settled at $58.00 on Tuesday. <a href="https://www.benzinga.com/quote/SIG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>BMO Capital raised Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) price target from $825 to $1,000. BMO Capital analyst Brian Pitz maintained an Outperform rating. Netflix shares closed at $828.40 on Tuesday. <a href="https://www.benzinga.com/quote/NFLX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>B of A Securities raised Westinghouse Air Brake Technologies Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAB#NYSE">WAB</a>) price target from $225 to $226. B of A Securities analyst Ken Hoexter maintained a Buy rating. Westinghouse Air Brake shares closed at $198.10 on Tuesday.  <a href="https://www.benzinga.com/quote/WAB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group cut the price target for Schlumberger Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>) from $62 to $44. Evercore ISI Group analyst James West downgraded the stock from Outperform to In-Line. SLB shares settled at $39.87 on Tuesday. <a href="https://www.benzinga.com/quote/SLB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Cantor Fitzgerald cut Applied Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) price target from $15 to $14. Cantor Fitzgerald analyst Brett Knoblauch maintained an Overweight rating. Applied Digital shares closed at $8.54 on Tuesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how </a><a href="https://www.benzinga.com/quote/APLD/analyst-ratings">other </a><a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">analysts view this stock</a>.</li>
<li>BMO Capital raised The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) price target from $125 to $160. BMO Capital analyst Brian Pitz maintained an Outperform rating. Trade Desk shares closed at $116.76 on Tuesday. <a href="https://www.benzinga.com/quote/TTD/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
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Netflix To Rally Around 21%? Here Are 10 Top Analyst Forecasts For Wednesday

BMO Capital analyst Brian Pitz maintains Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) with a Outperform and raises the price target from $825 to $1000.

BMO Capital Maintains Outperform on Netflix, Raises Price Target to $1000

Piper Sandler analyst Matt Farrell maintains Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) with a Overweight and raises the price target from $840 to $950.

Piper Sandler Maintains Overweight on Netflix, Raises Price Target to $950

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Goldman Sachs cut the price target for D.R. Horton, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) from $200 to $171. Goldman Sachs analyst Susan Maklari maintained a Buy rating. D.R. Horton shares closed at $138.40 on Monday. <a href="https://www.benzinga.com/quote/DHI/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Wells Fargo slashed ConocoPhillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>) price target from $134 to $132. Wells Fargo analyst Roger Read maintained an Overweight rating. ConocoPhillips shares closed at $104.23 on Monday. <a href="https://www.benzinga.com/quote/COP/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Keybanc cut the price target for Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) from $90 to $70. Keybanc analyst John Vinh maintained an Overweight rating. Microchip Technology shares closed at $55.91 on Monday. <a href="https://www.benzinga.com/quote/MCHP/analyst-ratings">See how other analysts view this stock.</a></li>
<li>UBS increased the price target for International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) from $150 to $160. UBS analyst David Vogt maintained a Sell rating. IBM shares closed at $217.40 on Monday. <a href="https://www.benzinga.com/quote/IBM/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Evercore ISI Group boosted KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) price target from $88 to $95. Evercore ISI Group analyst Stephen Kim maintained an Outperform rating. KB Home shares settled at $64.08 on Monday. <a href="https://www.benzinga.com/quote/KBH/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities raised GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) price target from $380 to $415. B of A Securities analyst Andrew Obin maintained a Buy rating. GE Vernova shares closed at $366.81 on Monday. <a href="https://www.benzinga.com/quote/GEV/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays raised Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) price target from $550 to $715. Barclays analyst Kannan Venkateshwar maintained an Underweight rating. Netflix shares closed at $840.29 on Monday.  <a href="https://www.benzinga.com/quote/NFLX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo boosted the price target for Air Products and Chemicals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APD#NYSE">APD</a>) from $330 to $350. Wells Fargo analyst Michael Sison upgraded the stock from Equal-Weight to Overweight. Air Products shares settled at $301.74 on Monday. <a href="https://www.benzinga.com/quote/APD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities cut Celanese Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>) price target from $95 to $88. B of A Securities analyst Steve Byrne upgraded the stock from Underperform to Buy. Celanese shares closed at $67.38 on Monday. <a href="https://www.benzinga.com/quote/CE/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Telsey Advisory Group raised Lululemon Athletica Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) price target from $430 to $445. Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating. Lululemon shares closed at $398.86 on Monday. <a href="https://www.benzinga.com/quote/LULU/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
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MCHP

Lululemon To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Tuesday

Whales with a lot of money to spend have taken a noticeably bearish stance on Netflix.
Looking at options history for Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) we detected 9 trades.
If we consider the specifics of each trade, it is accurate to state that 22% of the investors opened trades with bullish expectations and 33% with bearish.
From the overall spotted trades, 5 are puts, for a total amount of $468,337 and 4, calls, for a total amount of $130,898.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $705.0 to $1000.0 for Netflix during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Netflix options trades today is 592.62 with a total volume of 442.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Netflix's big money trades within a strike price range of $705.0 to $1000.0 over the last 30 days.
<h3>Netflix Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736865961_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NFLX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$60.95</td>
<td>$58.9</td>
<td>$58.9</td>
<td>$900.00</td>
<td>$176.7K</td>
<td>1.3K</td>
<td align="right">34</td>
</tr>
<tr>
<td>NFLX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/24/25</td>
<td>$36.45</td>
<td>$35.5</td>
<td>$35.9</td>
<td>$840.00</td>
<td>$96.9K</td>
<td>564</td>
<td align="right">328</td>
</tr>
<tr>
<td>NFLX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/24/25</td>
<td>$38.2</td>
<td>$35.9</td>
<td>$37.09</td>
<td>$840.00</td>
<td>$81.4K</td>
<td>564</td>
<td align="right">23</td>
</tr>
<tr>
<td>NFLX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/24/25</td>
<td>$35.9</td>
<td>$33.35</td>
<td>$34.59</td>
<td>$835.00</td>
<td>$75.9K</td>
<td>226</td>
<td align="right">25</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$105.1</td>
<td>$104.35</td>
<td>$104.35</td>
<td>$760.00</td>
<td>$41.7K</td>
<td>0</td>
<td align="right">4</td>
</tr>
</tbody>
</table>

<h3>About Netflix</h3>
Netflix's relatively simple business model involves only one business, its streaming service. It has the biggest television entertainment subscriber base in both the United States and the collective international market, with more than 280 million subscribers globally. Netflix has exposure to nearly the entire global population outside of China. The firm has traditionally avoided live programming or sports content, instead focusing on on-demand access to episodic television, movies, and documentaries. The firm recently began introducing ad-supported subscription plans, giving the firm exposure to the advertising market in addition to the subscription fees that have historically accounted for nearly all its revenue.
Following our analysis of the options activities associated with Netflix, we pivot to a closer look at the company's own performance.
<h3>Current Position of Netflix</h3>
<ul>
<li>With a volume of 85,288, the price of NFLX is up 0.31% at $842.86. </li>
<li>RSI indicators hint that the underlying stock may be oversold.</li>
<li>Next earnings are expected to be released in 7 days.</li>
</ul>
<h3>What The Experts Say On Netflix</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $840.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Benchmark has decided to maintain their Sell rating on Netflix, which currently sits at a price target of $720. 
&#x2A; An analyst from Macquarie persists with their Outperform rating on Netflix, maintaining a target price of $965. 
&#x2A; Consistent in their evaluation, an analyst from Goldman Sachs keeps a Neutral rating on Netflix with a target price of $850. 
&#x2A; Reflecting concerns, an analyst from Loop Capital lowers its rating to Hold with a new price target of $950. 
&#x2A; An analyst from Barclays has decided to maintain their Underweight rating on Netflix, which currently sits at a price target of $715. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Netflix, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

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