NASDAQ:NFLX

Netflix Inc. (NFLX)

73.37
-2.10 (2.78%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
540 watching
0
Investor Insights
star iconJul 11, 2026, 12:00 am

This summary was created by AI, based on 73 opinions in the last 12 months.

Netflix Inc. is navigating a complex landscape in the streaming industry, recently experiencing volatility linked to its bid for Warner Bros. Discovery (WBD). Many analysts express confidence in Netflix's ability to maintain its leadership in high-quality video content streaming, predicting revenue and earnings growth in the high teens to low twenties percentages over the coming years. Although the valuation appears elevated, with price-to-earnings ratios hovering around 30-40x, there is a strong belief that Netflix's significant investment in original content and potential for advertising growth will drive future performance. The pullback from the Warner Bros. acquisition has been viewed positively by many, considering it preserves the company's balance sheet, while also opening up new avenues for growth in organic subscriber increases and live event formats. Overall, experts are still optimistic about Netflix's long-term prospects despite some concerns regarding competition and market saturation.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Disney, DIS
BUY ON WEAKNESS
Buy it probably tomorrow after the sell-off, knee-jerk reaction to this week's disappointing earnings report, ends. A good hold for the long term.
BUY ON WEAKNESS
It is a momentum stock. He continues to buy it on dips. It is the new medium for movies. It is now a utility. He trimmed as it moved higher as part of balancing. They have continued revenue, subscriber and earnings growth.
BUY
Is one of 7 growth stocks where investors don't care about earnings during this pandemic, so buy them: Who wants to go to a movie cinema and risk illness? Netflix reports tomorrow. History says buy it regardless of the results. Great growth stocks keep rising until something goes wrong and the thesis falls apart.
DON'T BUY
Q2 expectations were really high at 11M new subscribers, so only 10M made the stock sell off. A "build it and they will come" sort of stock. Not a fan of this model. You're paying today for what's supposed to happen down the road, and this risks your capital. Increased competition. Will continue heavy spending on content, so won't be free cashflow positive till 2024.
TOP PICK
Their numbers are getting better and better. World dominant online entertainment streaming provider. Short term, staying at home has changed consumer habits. Longer term, depth of content will sustain subscriber momentum. Growth engine is expanding into international markets. Great for growth investors. No dividend. (Analysts’ price target is $507.39)
BUY

Before Disney+ and other competitors, it provided the best value proposition for the customer. Netflix still has the depth of content with international offerings. They are also a quality content producer with high quality shows.

DON'T BUY
Allan Tong’s Discover Picks The smart money would’ve bought this during the height of the lockdown in late-March when Netflix touched $300. Now, the subs don’t support the stock price. That said, Netflix will continue to dominate the streaming space, so shareholders could hold for the long term, add on even deeper pullbacks or take some profits. Read Top 3 Hits & Misses for our full analysis.
DON'T BUY

Obviously it's benefited from people staying at home. Their valuation has always been an issue for him, but they are attracting a lot of subscribers. Buy they face a lot of competition from Disney, Apple, etc. It's trading at the 50-day moving average. He'd consider that at the 200-day average.

DON'T BUY

Short-term growth? He's a long-term trader, but can't comment on the short term. This is the ultimate stay-home stock, but faces increasing competition from Apple, Disney, etc. Also beware of how much cash they burn as they produce lots of shows and movies. A big caveat. That's why he's not buying it.

DON'T BUY
Nearly every house has this if they have a smart TV. Everyone is talking about the latest shows. It has a rich valuation. He would look at other streaming opportunities, so he is on the sidelines.
TOP PICK
It has held up well during this crisis. Their spending on new content has generated a larger user base. This is a good time to get in.
PAST TOP PICK
(A Top Pick Sep 27/19, Up 31%) He still likes it. They thought back then was their deep library would provide a long viewing runway at a very reasonable price. They will remain one of the core streaming services in the long run, he thinks. It is very wide-appealing.
PAST TOP PICK

(A Top Pick Oct 02/19, Up 45%) There's room to own both this and Disney, which has worked out well for him. The quality of content on both streamers is phenomenal and they're global.

PAST TOP PICK
(A Top Pick Feb 26/19, Up 3%) It's always been volatile. He bought at $190 and increases his weighting whenever there's a dip. It's roared back lately. Several companies will share the streaming space and Netflix will be right there. Videogames, ads and user content are possible future avenues of revenue.
TOP PICK

It can live in harmony with Disney+. He still enjoys their content and user experience. They are a pioneer. Also: Netflix is still growing rapidly internationally. (Analysts’ price target is $306.50)

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