New insider activity at Netflix ( (NFLX) ) has taken place on February 11, 2026.
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Netflix insiders have recently cashed out significant holdings, with three top executives collectively selling tens of thousands of company shares. Chief Legal Officer David Hyman sold 5,727 shares of Netflix stock in a transaction worth $464,230. Co-CEO Gregory K. Peters executed the largest move, selling 27,312 shares for a total value of $2,273,352. Adding to the insider activity, Chief Global Affairs Officer Cletus R. Willems sold 3,136 shares in a deal valued at $259,253. These transactions highlight notable insider selling across Netflix’s executive team.
Recent Updates on NFLX stock
Netflix shares have been weak over the past week and month but are roughly flat to modestly higher over the past year, while analysts maintain a generally positive stance with expectations of meaningful upside. Recent target revisions are mainly driven by solid 4Q25 results, double‑digit revenue growth, stronger pricing and mix, and surging ad revenue that is expected to roughly double again in 2026.
Several analysts also factor in accelerated content spending and margin guidance that is slightly below prior expectations, with one trimming valuation multiples on concerns about slower long‑term subscriber growth and rising competition from short‑form video and free ad‑supported TV. The proposed Warner Bros. deal is a key swing factor in their models, as added debt, regulatory and integration risks, and potential bidding pressure are weighed against possible content synergies and the view that higher leverage is still manageable given Netflix’s strong free cash flow and scale.
Spark’s Take on NFLX Stock
According to Spark, TipRanks’ AI Analyst, NFLX is a Outperform.
Strong underlying fundamentals (high margins, robust free cash flow, and improving leverage) and constructive 2026 guidance support the score. However, very weak technical momentum (below key moving averages with oversold indicators) is a major near-term risk, and the relatively high P/E leaves less room for disappointment.
To see Spark’s full report on NFLX stock, click here.
More about Netflix
YTD Price Performance: -13.11%
Average Trading Volume: 46,612,152
Technical Sentiment Signal: Hold
Current Market Cap: $344B