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NASDAQ:NFLX
Netflix Inc. (NFLX)
81.27
-0.73 (0.89%)
as of Jun 11, 2026, 8:00:00 pm Market Open.
538 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 11, 2026, 12:00 amThis summary was created by AI, based on 71 opinions in the last 12 months.
Experts have mixed views on Netflix Inc. (NFLX), recognizing its strong position as a global leader in streaming, bolstered by significant investments in original content and live events. While some analysts highlight the company's pricing power and solid customer retention, there are concerns about competition and potential limits to future growth, especially with changing content consumption trends. The recent decision to back out of the Warner Bros. Discovery acquisition has led to a positive uptick in share prices, as it alleviated fears around balancing the company's finances amid substantial debt. Predictions for earnings growth range from 20% to 25%, but there's caution about elevated valuation metrics that suggest the stock may be trading at a rich multiple. As the company continues to explore avenues for revenue growth, including advertising and new content strategies, opinions vary on whether now is the time to buy, hold, or sell based on individual investment strategies and market conditions.
Consensus
Positive
Valuation
Fair Value
Similar
AMZN
PARTIAL BUY
Allan Tong’s Discover Picks Consider PE. On New Year’s Eve 2020, Netflix shares hit $540.73 and traded at 99.79x. On October 19, 2022, shares changed hands at $272.38 and only at a 24.21x PE. That is a saner valuation that matches Apple‘s and even dwarfs Amazon‘s of 103x. Another tailwind: Netflix will crack down on password sharing by charging guilty parties an additional fee (something it has been testing in Latin America) which should enhance revenues. Read Are these 2 Tech Stock Bellwethers Still Alive? for our full analysis.
Technology
BUY ON WEAKNESS
It was the second-best performer on the Nasdaq in Q3. He likes them. Shares plunged until the stock looked like roadkill, but yesterday they reported spectacular numbers and shares soared today. Their Q3 report highlights: 6% sales growth YOY, $472 million in free cash flow vs. $78m expected, Asian memberships were up 23%, and 1% increase in ARPU (8% without currency fluctuations). Netflix notes that its rivals burn through money to market and add memberships, and this is unsustainable. They will crack down on account sharing. They want the street to focus on earnings and no longer membership. After the debacle earlier this year, Netflix is clearly coming back. 2023 will look a lot better than 2022. That said, don't chase these shares. Wait for a pullback.
Technology
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Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly NFLX is introducing a new ad-based subscription tier that it expects will add subscribers and aid the bottom line. Recent earnings beat expectations and support a ROE of 30%. It has used some cash reserves to prudently retire debt. We recommend placing a stop loss at $200, looking to achieve $300 -- upside potential over 28%. Yield 0% (Analysts’ price target is $298.58)
Technology
PAST TOP PICK
(A Top Pick Jan 25/22, Down 37%) One of his most embarrassing top picks ever. He misunderstood how competitive the streaming business would be, namely Apple+ and Prime, and overestimated how Netflix could raise rates without losing viewers--viewers actually are not and unsubscribed. Plus, there was a general decline in tech stocks. But now shares are worth buying. He target $400-450.
David BaskinOwned
Technology
Premium contentTOP PICK
HOLD
At $185 heading into earnings next week, he doesn't expect a great quarter or good news about new subscribers. Has 221 million paying subscribers. A very weak number would be adding 1 million subs in the quarter. Let's say less than half of those are ad-supported customers. (Ads don't exist yet, but he expects it by year's end.) But 400,000 ad-paying subs would be meaningful. There's a huge market for Netflix to reach quarter after quarter. Re: the new Microsoft partnership: The market is puzzled, but MSFT is a neutral, non-combative tech company that other tech companies like to partner with. MSFT has what it takes to build this ad-supported platform. A lot of the risk has already come out of NFLX, so he's sticking with it.
Technology
SELL
In recent weeks, he has sold 80% of his Netflix shares. He finally got back to above water from a horrible purchase at $219 from collecting a lot of premiums, call sales against it. Freevee on Amazon US is category-killer. Netflix is not ready to get there as quickly as they need. Also, they need a sales force to execute the ad-supported business model. He doubts they are ready. He prefers to shift his money into Amazon, which he was buying yesterday at $102-103.
Technology
COMMENT
Netflix was downgraded to a sell and $186 price target today by BOA and he agrees with it, unfortunately. Streaming is very competitive and the consumer around the world is watching their money. He misjudged the macro, which will effect how people will spend their money. He's not selling though he's under water. Can Netflix compete during this consumer "recession"--will consumers spend on Netflix, the more expensive streaming service?
Pete NajarianOwned
Technology
BUY
Allan Tong’s Discover Picks The world’s number-one streamer released its latest quarter on April 19 and it landed like a bomb. Shares tanked 25% the following day. IT came down to subscribers: a net loss of 200,000 in Q1 and a forecast of losing two millions subs in Q2. It was the first decline in subs since October 2011 and surprised the market. In fact, the company had projected an additional 2.5 million net subs in Q1. Netflix blamed rising competition, password sharing and the Russian war, though the street widely believes that the end of lockdowns is another big factor. Read Are tech stocks alive? for our full analysis.
Stockchase DiscoverOwned
Technology
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