NASDAQ:NFLX
Netflix Inc. (NFLX)
73.37
-2.10 (2.78%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
540 watching
Financials 
Technical Analysis 0
Investor Insights
Jul 11, 2026, 12:00 amThis 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.
Consensus
Buy
Valuation
Fair Value
Similar
Disney, DIS
BUY
FAANG no longer performs as a pack after last year's tech collapse. They're no longer secular growers. But Netflix is the new leader in megatech. As FAANGs were bottoming last October, Netflix was outperforming them and the indexes too. They reported a good quarter and released a great slate of movies and series. Amazon or Alphabet are weak in comparison (Meta is between them and Netflix). Netflix should rally along with the wider market, which according to analyst Larry Williams, should continue until Feb. 3
Technology
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Premium contentPAST TOP PICK
PAST TOP PICK
(A Top Pick Jan 25/22, Down 16%) He underestimated how people would react to a price increase. Lost subscribers. Now offers ad-based service at a lower price. Very competitive environment. Pretty good buy at this price. Pretty good content.
David BaskinOwned
Technology
TOP PICK
He just picked it up. CEO is amazing. Building up gaming side through acquisitions. Subscribers are coming down, but global numbers are still phenomenal. Plan for ads has given them a boost, $1 cheaper than DIS. Buy in thirds here at $306, 295, and 285. Price target of $375. No dividend. (Analysts’ price target is $295.71)
Kim BoltonOwned
Technology
Premium contentPAST TOP PICK
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
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
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