NASDAQ:NFLX

Netflix Inc. (NFLX)

76.01
-0.02 (0.03%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 10, 2026, 12:00 am

This summary was created by AI, based on 80 opinions in the last 12 months.

Netflix Inc. (NFLX) has generated a diverse array of opinions among analysts, reflecting a mix of optimism and caution regarding its future. Many experts highlight Netflix's proven pricing power, strong earnings growth potential, and positive free cash flow, noting that despite competition and changing consumer behaviors, it remains a dominant player in the streaming sector. However, concerns arise over content acquisition costs, international growth margins, and the shift from high-growth to value-oriented market perceptions. Analysts agree that the company's PE ratios have fallen, presenting a potentially attractive entry point, while others express skepticism over its ability to regain former subscriber growth levels amid intensifying competition. Overall, Netflix's challenges are framed as part of a larger transition in the media landscape, raising questions about sustainable growth.

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Consensus
Hold
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Valuation
Fair Value
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D!S
COMMENT
25x operating cash flow. Has to get back to spending more on programming. Now there is much more competition from other companies on the streaming side.
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.
WATCH
Educational Segment. He's looking at it, as valuation is much better. Price increases should help the bottom line. He already owns DIS, which is spending twice as much as NFLX on content. Expects DIS to overtake NFLX in number of subscribers.
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)
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.
DON'T BUY
Type of business model that requires lots of capital to grow (doesn't have old intellectual capital and movies). Unsure whether content will remain popular with consumers. Business model does not excite. Over valued stock price.
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.
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.
BUY ON WEAKNESS
On Feb. 19, 2020 it peaked from $390 to $290 a month later after Covid hit. Then, shares bounced back hard to new highs in April. It could happen again with the current sell-off.
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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 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%.
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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 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.
SELL
He got rid of his stay-at-home stocks, though this one is more part of the secular trend to streaming. Competition with Disney+ and HBO Max. It was getting a bit rich, so he took profits.
BUY
Great. Continues to like it. Core of future streaming. Over time, it will get to a point where we all have various streaming packages. By far, the best value for its price. Great company. Good companies will find ways to get bigger, and gaming might be the ticket.
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.
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