AlphaYou
Overview
Smart money at a glance
Filings to Sep 26, 2026Net selling: insiders sold $13.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $3K to $45K in total in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$13.2M netNet selling
- CongressSTOCK Act, last 180 days
- $3K to $45K tradedMixed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 10 added, 6 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 25- Open
- $71.63
- 52-wk high
- $124.86
- High
- $71.84
- 52-wk low
- $65.08
- Low
- $70.98
- Prev close
- $71.72
- Mkt cap
- $298.64B
- P/E
- 22.4x
- Volume
- 23.03M
- Fwd P/E
- 18.7x
- Beta
- 1.53
- P/S
- 6.2x
- P/B
- 9.8x
- Profit margin
- +28.2%
- Op margin
- +33.4%
- ROE
- +49.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about NFLX filings
Are insiders buying or selling Netflix Inc (NFLX) stock?
Net selling: insiders sold $13.2M and bought $0 of NFLX stock on the open market in the 90 days to Sep 26, 2026, according to SEC Form 4 filings. $10.1M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Sarandos, Theodore A (Co-CEO), who sold $9.7M. The latest filing was on Sep 11, 2026.
Which members of Congress have traded NFLX recently?
Rep. Byron Donalds (R) bought $1K to $15K on Aug 12, 2026, disclosed 34 days later. Rep. Byron Donalds (R) bought $1K to $15K on Aug 12, 2026, disclosed 34 days later. Sen. Cory A Booker (D) sold $1K to $15K on Aug 11, 2026, disclosed 29 days later. In total, 2 members disclosed 3 NFLX trades with trade dates in the last 180 days, filed a median 34 days after trading.
How current is this NFLX smart-money data?
This summary uses filings available on Sep 26, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
What funds are doing
Buys/Adds (2)
- TS
Terry Smith
$499.1M
bought
- CI
Citadel
$465.3M
added
Sells/Trims (1)
- TG
Tiger Global
$234.5M
sold
What insiders are doing
What Congress is doing
Sells (1)
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings came in 1.3% above what analysts expected.
Earnings per share
$0.79 expected
Revenue
No comparable estimate
Reports Oct 20, 2026, in 24 days
Estimates as of Sep 26, 2026
EPS expected
$0.79 to $0.87
Revenue expected
37 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $11.51B | $12.05B | $12.25B | $12.56B |
| Cost of what it sold | $6.16B | $6.52B | $5.89B | $6.04B |
| Gross profit | $5.35B | $5.53B | $6.36B | $6.52B |
| What it spent | ||||
| Research and development | $853.6M | $890.3M | $959.7M | $1.01B |
| Sales and admin | $457.9M | $567.8M | $602.6M | $498.9M |
| Other operating costs | $786.3M | $1.11B | $842.2M | $823.8M |
| Total operating expenses | $2.10B | $2.57B | $2.40B | $2.33B |
| What was left | ||||
| Operating profit | $3.25B | $2.96B | $3.96B | $4.19B |
| Interest on debt | $175.3M | $234.4M | $262.1M | $175.7M |
| Profit before tax | $3.11B | $2.77B | $6.55B | $4.07B |
| Tax | $562.5M | $349.2M | $1.26B | $667.2M |
| Net profit | $2.55B | $2.42B | $5.28B | $3.40B |
| EBITDA | $7.37B | $7.85B | $11.13B | $4.24B |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bearish
Tone of tracked coverage
Netflix stock is getting shredded — and Google's YouTube may be the reason
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BearishSep 22Netflix Gets Second Downgrade in a Week on Engagement Concerns
BearishSep 22Netflix Faces Growing YouTube Threat As Viewer Share Hits Multi-Year Low, HSBC Says — Wells Fargo Flags Engagement Risk
BearishSep 22Is Exxon Mobil (NYSE:XOM) Stock Worth Watching Today?
NeutralSep 22
Macro
32 macro signals shaping NFLX right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results