NASDAQ:NFLX

Netflix Inc. (NFLX)

65.04
-3.65 (5.31%)
as of Oct 21, 2026, 8:00:00 pm Market Closed.
543 watching
0
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.
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
BUY
It's turning around. Got hammered earlier this year then has been climbing back. Still down 50% this year, but it's rebounded hard. They admitted they were wrong to resist the ad-supported model. Also, subs began to rise as earnings did.
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