Monness analyst Brian White has maintained their neutral stance on NFLX stock, giving a Hold rating yesterday.
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Brian White has given his Hold rating due to a combination of factors impacting Netflix’s current and future performance. Despite Netflix’s impressive stock performance, with a significant rise in 2024 and continued growth in 2025, White notes that the company’s valuation appears high, and the competitive landscape remains challenging. Additionally, while Netflix is making strides in its digital advertising efforts and has introduced price hikes that could bolster revenue, these moves are set against a backdrop of a volatile macroeconomic environment.
Furthermore, White acknowledges Netflix’s potential for revenue growth, with expectations of a 17% increase in the second quarter of 2025, driven by factors such as the successful launch of the Netflix Ads Suite and popular content like Squid Game. However, the analyst remains cautious, as the company’s ambitious growth targets and the need to maintain momentum in a competitive market present ongoing risks. These considerations have led White to adopt a Hold stance, reflecting a balanced view of Netflix’s opportunities and challenges.
In another report released yesterday, Barclays also maintained a Hold rating on the stock with a $1,100.00 price target.
Based on the recent corporate insider activity of 205 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of NFLX in relation to earlier this year.