Netflix Put Open Interest Peaks at $80 Strike as Analysts See 55% Upside

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Netflix shares have slid over 40% from record highs to concentrate put open interest at the $80 strike and show a front-month SOIR of 1.26, suggesting a potential rebound. Analysts project 55% upside to roughly $120 while the company’s volatility index stands at 36% (8th percentile), indicating cheap premiums.

1. Share Price Decline and Put Positioning

Netflix shares have fallen over 40% from record highs, drawing significant put option open interest piled at the $80 strike for April expiration, where max pain has shifted to $90, suggesting bearish sentiment.

2. Volatility Metrics Signal Rebound Potential

The front-month gamma-weighted open interest ratio (SOIR) stands at 1.26, indicating bullish bias among heavy option players, while a volatility index reading of 36% sits in the 8th percentile, pricing premiums cheaply after recent earnings.

3. Analyst Upside Forecast

Several analysts now project a 55% rally, bringing Netflix toward approximately $120 per share, based on subscriber growth expectations and improving macroeconomic conditions that could trigger a rebound in streaming stocks.

Sources

F2Y