On January 29, Netflix CEO Gregory Peters sold 105,781 shares of company stock in a disclosed transaction valued at approximately $8.8 million, reducing his direct holdings by 46.4%. Following the sale, Peters retained ownership of 122,140 shares, representing a stake of roughly $10.1 million. The sale was reported via an SEC filing and marks Peters’s largest secondary market divestment since assuming the CEO role, a move that investors will watch for insights into insider confidence amid ongoing strategic initiatives.

Netflix reported fourth-quarter revenue of $12.05 billion, up 17.6% year-over-year, comfortably beating consensus estimates. Earnings per share came in at $0.56, outpacing the $0.55 consensus, while return on equity reached 43.3% and net margin stood at 24.3%. Subscription growth remained robust, and the company reiterated its guidance for first-quarter EPS of $0.76. Analysts forecast 2026 full-year EPS of 24.58, reflecting confidence in sustained double-digit revenue growth driven by advertising revenue expansion and continued international subscriber additions.

Wall Street’s consensus on Netflix remains a Moderate Buy, based on 52 total analyst opinions: 2 Strong Buy, 33 Buy and 17 Hold ratings. The average 12-month price target sits at $116.17. Recent broker moves include CFRA and Erste Group downgrades to Hold, Benchmark’s reaffirmation of Hold and Loop Capital’s $104 target. Robert W. Baird lowered its target from $150 to $120 but maintained an Outperform rating. MarketBeat data indicates a broad range of targets—from $79 at the low end to $151.40 at the high end—underscoring differing views on the impact of advertising monetization and uncertainty around the proposed Warner Bros. Discovery acquisition bid.