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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
DON'T BUY
Grew rapidly through Covid, as streaming became so important. Streaming is here to stay. Spends a lot of money building content, when the others don't have to. Competition has ramped up. Model for advertising is not attractive. Choose others in better financial shape and with more strings to their bows.
Technology
COMMENT
She's always net long, including many FAANGs, so the market now is painful. But the pendulum swing is accelerating. Netflix's PE has fallen to 15x. That is amazing, though there is room to fall further. The IGV has more room to decline, too. She's rather be long the FAANGs and short IGV. She would love to buy Lulu, down $150, though still not cheap because its PE is around 30x and she wants to see 20-25x. She's not selling. She wants to see the VIX shoot up, though it was high today. We could see a turnaround tomorrow.
Technology
DON'T BUY
He can see the temptation in buying it after the sell-off. But no. There's so much competition in streamers, and Netflix must continue spending. NFLX is not cheap in terms of cash flow and valuation, though the stock is overdue for a bounce. He prefers Disney and Paramount which trade at better valuations.
Technology
DON'T BUY
A debacle after last night's report, the second bad one in a row. Shares tanked over 35% today. Subscriber numbers are down and the sub forecast is dire. A no-growth company that doesn't make money, absolutely not what the markets wants these days. The market wants stocks that make tangible things, that makes money and returns that wealth to shareholders, trading at reasonable valuations.
Technology
BUY
It took its estimates way down when they reported at year's end, so shares plunged 50% and the PE was cut in half, but the PE is in line with the market. Expect this month's earnings season from the FAAANGs to issue caution. Expect growth from around 9-20% at a market multiple. These stocks are recession-proof, meaning they might grow a little less in a recession, but cyclicals will not grow at all. Also, cyclicals are trading at a higher PE now, and many industrials have had huge runs this year. In contrast, you can buy Apple, Alphabet or Netflix at a resonable PE. These companies have has sales larger than entire countries, and boast sales that are growing.
PAST TOP PICK
(A Top Pick Apr 01/21, Down 29%) 2020 was great. Guidance was underwhelming. People want them to continue to grow to the moon, but they won't. He sees double-digit revenue growth, film-making costs will slow, free cashflow dramatically higher. Still excited about the services. Pullback is an opportunity.
Barry SchwartzOwned
Technology
BUY
Allan Tong’s Discover Picks As of Monday’s rebound, NFLX trades at 37.66x PE. At the end of 2020, that was 87.36x. The profit margins stands at 16.37% and ROE at 36.13%, among the highest in the software and programming space. So, a 20% plunge?
For starters, remember that the world was in lockdown in 2020 and early 2021 until most of the population got vaccinated. That explains the 3.98 million bump in subs in early 2021. Also, one can argue that the street itself is to blame for having unrealistic expectations. Read Battle of the 2 Streaming Stocks: Netflix vs. Spotify for our full analysis.
Stockchase DiscoverOwned
Technology
TOP PICK
It took a huge hit after releasing guidance (weaker subscriber growth in Q1) that investors didn't like, though their earnings beat and revenues came in-line. 1) NFLX has greater pricing power. They just raised rates. There'll be only a little sub fall-off. 2) They have a huge opportunity outside North America to add lots of subscribers. 3) They have the best content to attract the most attention. This market sell-off of 30% is very overdone. (Analysts’ price target is $532.84)
David BaskinOwned
Technology
BUY
Allan Tong’s Discover Picks The streaming giant got hammered after Thursday's close for issuing disappointing guidance. Shares tanked 20% in after-hours trading, then plunged from $508.25 on Thursday's close to as low as $351.47 during Monday's rout. That's a 31% hit. I've always shied away from high-PE tech stocks that carry a lot of debt, but Netflix was always excused because it was investing a ton of money in producing top-notch movies and series which is the lifeblood of any streamer. Read 3 Oversold Stocks to Buy Right Now for our full analysis.
Stockchase DiscoverOwned
Technology
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