NASDAQ:NFLX
Netflix Inc. (NFLX)
68.06
-1.52 (2.18%)
as of Oct 1, 2026, 3:57:20 pm Market Open.
543 watching
Financials 
Technical Analysis 0
BUY
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Premium contentPAST TOP PICK
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.
Technology
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
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
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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.