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 12, 2026, 12:00 amThis summary was created by AI, based on 72 opinions in the last 12 months.
Netflix Inc. (NFLX) has become a focus of mixed analyst opinions, particularly following its withdrawal from the Warner Bros. Discovery (WBD) acquisition bid. Many experts see potential for recovery and growth, particularly given its strong position as a leading global streaming service. Forecasts support the belief in a 20-25% earnings growth due to an expanding subscriber base and a solid content library. However, concerns about competition, particularly from platforms like YouTube, as well as a high valuation multiple, raise caution among some investors. Despite the turbulent recent history and ongoing scrutiny regarding its valuations and growth prospects, NFLX continues to command respect for its operational results and market leadership, indicating patience may be required for long-term investors.
Consensus
Bullish
Valuation
Fair Value
Similar
AMZN
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
COMMENT
Issued a fiasco forecast yesterday. The CEO used to say that their competition was spare time, not other streamers. Yesterday's quarterly numbers were in-line, but the forecast was a disaster. The competition is in fact other streamers. The market overreacted today, feeling that the streaming audience is finite. Not true.
Technology
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Premium contentTOP PICK
BUY
NFLX vs. DIS Opportunities with each, as they've both pulled back. Both have streaming, and DIS is more diverse. But NFLX is one of the world's greatest businesses. More subscribers to get and lines of business to add. In the next year or so, it will be free cashflow positive. In 5 years, so much free cash, it will buy back stock, make acquisitions, or pay dividends.
Barry SchwartzOwned
Technology
Premium contentPAST TOP PICK
(A Top Pick Apr 22/21, Up 19.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NFLX has triggered its stop at $600. To remain disciplined, we recommend covering the balance of the position at this time. When combined with the previous recommendation to cover half the position, this results in a net investment return of 21%.
Technology
Premium contentPAST TOP PICK
(A Top Pick Apr 22/21, Up 27.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NFLX is progressing well. We recommend trailing up the stop (from $575) to $600. If triggered this would all buy guarantee a minimum investment return of 21% when combined with our previous recommendation to cover half the position.
Technology
BUY
Traditional investment managers compare NFLX to other stocks and find it wanting. The last quarter was good, not great. Undisciplined investors are not bound by the normal rules of investing here. He salutes these investors--they don't care. They simply love the shows, like The Squid Game.
Technology
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