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
TOP PICK

The story is getting better, not worse. Expected to reach cashflow positivity in the near future. Content is now critically acclaimed. Catalogue is much bigger than Disney's. Hold until there's no more cable TV. No dividend. (Analysts’ price target is $591.39)

TOP PICK
The name has been de-risked by results. You can now buy it at the same price as before the subscriber boom. They are now basically self-funding and can pay for its content out of its cash flow and the number will keep growing. There is lots of growth potential in Asia-pacific. They will always have more content that the competition. (Analysts’ price target is $590.08)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly It's time to chill with NFLX, now that it has returned to better valuation. Although recently reported EPS of $3.75 exceeded analyst expectations by $0.78 per share, the market flinched on the nearly 4 million new subscribers not hitting expected targets. One has to remember that organic content was delayed due to the pandemic. We are not worried as the company has amassed an estimated $8.2 billion in cash -- up over $3 billion from a year ago. We would buy this with a stop loss at $400, looking to achieve $625 -- upside potential over 24%. Yield 0% (Analysts’ price target is $622.00)
DON'T BUY
This one is a long-duration asset, and less attractive with inflation. NFLX is one of the casualties of not over-delivering enough. He's reduced his tech position significantly in favour of cyclicals.
BUY
They issued ugly guidance and disappointing results last night and were hammered 7% today. But people who dumped shares a missing something in the CEO's video message. Managers told the truth: subs are down because of slower production due to Covid. After years of outperformance, hasn't Netflix earn the benefit of the doubt. It's done very well overseas and has a long track record of success. He believes in Netflix, despite competition from other new streamers. NFLX has overcome many doubts in the past, delivering numbers.
BUY
They report Tuesday. They usually beat their numbers and they enjoy talking about their business and forthcoming releases.
TOP PICK

Movie theatre business is done. It's all about NFLX and DIS. Best service, local language products. No one's going to catch them. Margins will grow and earnings will increase dramatically. Wishy-washy in the short term, but very bullish long-term. No dividend. (Analysts’ price target is $609.50)

BUY

Disney vs. Netflix They had a killer quarter and guidance. The stock hit a new high. There are a lot of things firing. Disney+ is less than 10% of overall sales, but they have a great opportunity to monetize those viewers. Near-term, NFLX is a buy. Disney will catch up in many ways. Also, it's a big mess with all the cable unbundling that will lead to a massive rebundling. Maybe NFLX will take advantage of that in coming years.

BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. It was accelerating before the pandemic, and has become the standard for TV viewing now.
COMMENT

NFLX vs. DIS DIS needs the economy to open again, as 2/3 of their business is from theme parks. Though an open economy negatively impacts streaming. Comes down to Disney vs. Netflix. For full consumer coverage, he would choose Disney. Netflix is the choice on the content streaming front long-term.

BUY ON WEAKNESS

Streaming continues to be strong this year from 2020. Doubters felt streaming was a zero-sum game, but that isn't so. Money migrated to Roku from Netflix and other streamers. Roku was up 150% in 2020. But last night, Netflix reported a huge paid subscriber additions beat, so the streamers are not going away. NFLX shot up almost 17% today. Netflix also said they're getting close to breaking even in free cash flow, so they can pay down debt, fund their content and maybe even buy back shares.

DON'T BUY
They report next week. The stock is seeing fatigue from all the competing streamers. For Netflix to rise, it must deliver a report blow-out, but he isn't holding his breath.
BUY
Allan Tong’s Discover Picks I don’t see the Netflix stock returning to its high of $575 in the coming year. I mean, what’s the catalyst? The leave-your-home trend will pressure subscriber numbers. Expectations have been too high; witness how Netflix stock has missed its last three quarters, all taking place during the pandemic. At best, Netflix stock will be range-bound, hovering below and perhaps above $500 in coming quarters. Read Battle of the Stocks: Proven Tech Stocks to Buy in 2021 for our full analysis.
HOLD

Disney vs. Netflix Stay-at-home stocks rallied and today as the number of Covid cases hit new highs. DIS and NFLX are two sides of the same coin. Disney got hammered today, while Netflix surged. Don't sell Disney, because he predicts a vaccine glut by end-April. For now, home entertainment shines. Netflix was up 3.82% today.

BUY
They know what people want to watch. The Queen's Gambit--a series about chess, a cerebral, perhaps boring game--was their most-popular show ever. Netflix is here to stay.
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