Netflix Ranks 13th in Trading Volume with $3.441 Billion as Insider Selling Raises Eyebrows

On March 26, 2025, Netflix (NFLX) experienced a trading volume of $3.441 billion, ranking it 13th in the day's stock market activity. The stock closed at $970.65, marking a 2.67% decline.

Netflix has seen significant insider selling, with many executives offloading their shares over the past year. This activity could signal caution among those closest to the company's operations.

Netflix's subscription model has proven resilient against broader market challenges. Analysts, including JPMorgan's Doug Anmuth, highlight the company's strong engagement, affordability, and low-priced ad tier as key factors contributing to its defensive position. The crackdown on password sharing last year resulted in a record 41 million new subscribers, bringing the total to 300 million globally.

Netflix's ad-supported subscription tier, launched in November 2022, has attracted 70 million global monthly users. This tier offers a more affordable option with enhanced content personalization and interactive features, aiming to attract new subscribers and counter growing competition.

In Q4 2024, Netflix reported a record 19 million new subscribers, marking its largest quarterly gain ever. The company's revenue for the quarter was $10.2 billion, a 16% increase year-over-year, with earnings per share climbing to $4.27 from $2.11 last year. This robust performance led to an increase in the full-year 2025 revenue guidance to between $43.5 billion and $44.5 billion.

Analysts remain bullish on Netflix's future prospects. JPMorgan has set a price target of $1,150, while Moffett Nathanson upgraded the stock from "Neutral" to "Buy," citing the boost in user engagement and new monetization opportunities. Overall, Netflix is a consensus "Moderate Buy" on Wall Street, with an average 12-month price target of $1,082.42, indicating an 11.7% upside potential.