William Blair Predicts Netflix’s Q2 Earnings (NASDAQ:NFLX)

Netflix, Inc. (NASDAQ:NFLX) – William Blair upped their Q2 2025 earnings per share estimates for shares of Netflix in a report released on Wednesday, January 22nd. William Blair analyst R. Schackart now expects that the Internet television network will post earnings per share of $6.11 for the quarter, up from their previous estimate of $5.93. The consensus estimate for Netflix’s current full-year earnings is $23.43 per share. William Blair also issued estimates for Netflix’s FY2026 earnings at $28.93 EPS.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, January 21st. The Internet television network reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.20 by $0.07. The firm had revenue of $10.25 billion during the quarter, compared to analyst estimates of $10,141,900 billion. Netflix had a net margin of 22.34% and a return on equity of 39.48%. The business’s revenue for the quarter was up 16.0% on a year-over-year basis. During the same period in the previous year, the business posted $2.11 earnings per share.

Several other analysts have also commented on NFLX. TD Cowen lifted their price objective on Netflix from $820.00 to $835.00 and gave the stock a “buy” rating in a report on Friday, October 18th. Pivotal Research boosted their price target on Netflix from $1,100.00 to $1,250.00 and gave the company a “buy” rating in a research note on Wednesday. KeyCorp increased their price objective on shares of Netflix from $1,000.00 to $1,100.00 and gave the stock an “overweight” rating in a research note on Wednesday. UBS Group boosted their target price on shares of Netflix from $1,040.00 to $1,150.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Evercore ISI upped their target price on shares of Netflix from $950.00 to $1,100.00 and gave the company an “outperform” rating in a report on Wednesday. Ten analysts have rated the stock with a hold rating, twenty-five have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $996.94.

Netflix Price Performance

Shares of NFLX opened at $984.86 on Thursday. The firm has a fifty day simple moving average of $889.11 and a two-hundred day simple moving average of $763.41. The firm has a market cap of $420.99 billion, a PE ratio of 49.67, a P/E/G ratio of 1.41 and a beta of 1.27. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 0.62. Netflix has a 1-year low of $537.07 and a 1-year high of $999.00.

Insider Activity at Netflix

In related news, Director Anne M. Sweeney sold 589 shares of the business’s stock in a transaction on Wednesday, November 20th. The shares were sold at an average price of $880.00, for a total value of $518,320.00. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Chairman Reed Hastings sold 41,601 shares of the stock in a transaction on Friday, November 1st. The shares were sold at an average price of $758.06, for a total transaction of $31,536,054.06. Following the transaction, the chairman now owns 85 shares of the company’s stock, valued at $64,435.10. This trade represents a 99.80 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 146,500 shares of company stock valued at $123,309,210. Insiders own 1.76% of the company’s stock.

Institutional Trading of Netflix

A number of large investors have recently made changes to their positions in NFLX. International Assets Investment Management LLC grew its position in Netflix by 116,620.0% in the third quarter. International Assets Investment Management LLC now owns 5,753,129 shares of the Internet television network’s stock worth $4,080,522,000 after acquiring an additional 5,748,200 shares in the last quarter. Assenagon Asset Management S.A. lifted its stake in shares of Netflix by 154.7% in the 3rd quarter. Assenagon Asset Management S.A. now owns 1,058,431 shares of the Internet television network’s stock valued at $750,713,000 after purchasing an additional 642,920 shares during the last quarter. State Street Corp boosted its holdings in shares of Netflix by 2.6% in the 3rd quarter. State Street Corp now owns 16,951,347 shares of the Internet television network’s stock worth $12,023,082,000 after purchasing an additional 426,740 shares during the period. Jennison Associates LLC boosted its holdings in shares of Netflix by 4.7% in the 3rd quarter. Jennison Associates LLC now owns 6,990,874 shares of the Internet television network’s stock worth $4,958,417,000 after purchasing an additional 316,594 shares during the period. Finally, Westfield Capital Management Co. LP bought a new position in shares of Netflix during the 3rd quarter valued at approximately $222,871,000. 80.93% of the stock is currently owned by institutional investors.

About Netflix

Netflix, Inc provides entertainment services. It offers TV series, documentaries, feature films, and games across various genres and languages. The company also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices.