NASDAQ:NFLX

Netflix Inc. (NFLX)

73.37
-2.10 (2.78%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
540 watching
0
Investor Insights
star iconJul 11, 2026, 12:00 am

This summary was created by AI, based on 73 opinions in the last 12 months.

Netflix Inc. is navigating a complex landscape in the streaming industry, recently experiencing volatility linked to its bid for Warner Bros. Discovery (WBD). Many analysts express confidence in Netflix's ability to maintain its leadership in high-quality video content streaming, predicting revenue and earnings growth in the high teens to low twenties percentages over the coming years. Although the valuation appears elevated, with price-to-earnings ratios hovering around 30-40x, there is a strong belief that Netflix's significant investment in original content and potential for advertising growth will drive future performance. The pullback from the Warner Bros. acquisition has been viewed positively by many, considering it preserves the company's balance sheet, while also opening up new avenues for growth in organic subscriber increases and live event formats. Overall, experts are still optimistic about Netflix's long-term prospects despite some concerns regarding competition and market saturation.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Disney, DIS
BUY
An analyst hiked the price target by over 20%

Loves this call. The company is monetizing its existing base through password sharing--it's starting to work. The ad-supported tier is starting to grow. It's the leading streamer.

BUY
Two analysts just hiked their price targets around 20%

Shares are already up 37% YTD, though 40$ below all-time high. A clear-breakout and likes the momentum. The PE is lower than other streamers, like Disney. Password-crackdown is working. This could hit $500 with this momentum.

BUY

The last quarter has seen a major improvement in revenue growth and shares now have price momentum

COMMENT

They reported an EPS beat yesterday and did some things right, others not. That resulted in a small sell-off today after a long run. Yawn. Wake him up when there is real news. 

WATCH

It reports next week. He's watching the new ad-tier numbers and password sharing. Daily active users are up 10% in March.

TOP PICK

It is profitable and not losing billions on the streaming business like Disney, Paramount, etc. They know what they are doing and are ahead of the competition. It is guiding to $3 billion free cash flow this year and trading at a reasonable valuation. He sees earnings doubling over the next few years.    Buy 27  Hold 23  Sell 4

(Analysts’ price target is $365.15)
BUY

They're cracking down on password sharing. NFLX is an opportunity now.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 15/22, Up 33.2%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with NFLX has triggered its stop at $320.  To remain disciplined, we recommend covering the position at this time.  When combined with the previous recommendation to cover half, this will result in a net investment gain of 29%

BUY

Likes  Netflix instead because it's pure streaming play. Likes that they're cracking down on password sharing, there is opportunity to expand aboard and likes the ad-supported tier that should grow market share.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 15/22, Up 48.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with NFLX is progressing well.  To remain disciplined, we now recommend trailing up the stop (from $260) to $320.

COMMENT

One of the better-performing big tech stocks. It comes down to the quality of their content like any film or TV studio.

HOLD
Has rebounded in the last three months. The ad-supported tier just started in November and those initial numbers are positive. Over 60% of revenues come from overseas, and the US dollar has weakened, so that's a plus. He's neutral, because shares have been on a run. He is close to taking some profits.
BUY ON WEAKNESS
It's still expensive and so what if they're winning the streaming war? You can make money buying this on the dips.
WATCH
Revenues are declining, but a metric to watch is revenue-per-user especially in the new ad-supported tier. Taking profits short-term is possible, but Netflix is more a long-term play.
BUY
They're starting to put up good numbers because of their new movies. It's always been about their programming slate which means more subscribers around the world. They report Thursday.
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