NASDAQ:NFLX
Netflix Inc. (NFLX)
71.71
-1.46 (2.00%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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Financials 
Technical Analysis 0
Investor Insights
Aug 1, 2026, 12:00 amThis summary was created by AI, based on 78 opinions in the last 12 months.
Netflix Inc. (NFLX) is currently facing significant challenges as it transitions from a high-growth to a more stable value-oriented company. While its North American market shows signs of saturation, international growth continues, albeit at lower margins. Concerns are prevalent among experts regarding competition, shifting consumer preferences towards platforms like YouTube, and the difficulties in attracting and maintaining subscribers. Despite these hurdles, Netflix's fundamentals remain solid, highlighted by consistent revenue growth and impressive operating margins. The recent pullback in stock price has led some analysts to view it as an attractive buying opportunity, especially with ongoing initiatives like the crackdown on password sharing and the introduction of an ad-supported tier. However, uncertainties surrounding content quality and competition persist. Overall, experts exhibit a mixed outlook, with many believing in Netflix's long-term potential while acknowledging short-term headwinds.
Consensus
Hold
Valuation
Fair Value
Similar
D1S
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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