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.

consensus icon
Consensus
Buy
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Valuation
Fair Value
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Similar
Disney, DIS
COMMENT

He owns Disney instead. Likely a long-time winner, but doesn't know when they will generate enough cash flow to justify their valuation (and offset their huge cash investments into content).

COMMENT

He prefers Disney which he owns, and will be a strong competitor to Netflix. Netflix does have the power to raise prices and they can premiere big films like the Irishman. Netflix can do well, but competitors like Disney are coming. The big question is, How many streamers will a consumer have?

DON'T BUY
She has never owned this one, because of the valuation historically. Now with competition growing, NFLX has reported slowing subscriber growth. Paying for content has increased the risk on profitability.
BUY
He sees a possible breakout forming as there have been recent higher highs that also broke through resistance. He thinks there could be potential upside to $350 and then $400. He wants to see volume continue to support the move.
BUY
A stock that doesn't make money. You buy this stock as it takes market share in streaming as cable subs shrink. Now is a good buying opportunity, because of the migration from cable. So that cable subscription money has to go somewhere. Earnings may not be fantastic, but the stock price should rise.
DON'T BUY

Apple and Disney+ mean more competition for Netflix, and higher costs to buy programs. There's more growth internationally with North American growth slowing. He prefers Disney to Netflix.

DON'T BUY

Facing competition from Disney, Amazon, Google, and Apple. Expensive. Is the 40% growth rate sustainable? Cash burn. Stock's gone sideways. Technically weak. Underperformed since 2018 with the other FANGs.

DON'T BUY

NFLX vs. DIS Two completely different companies in the same business. Netflix is the grand daddy of streaming. Success built on increasing subscriber base. Under the hood, it's cashflow negative. Accounting tricks let them amortize earnings. Disney is an established behemoth, getting into streaming. They own parks and ESPN, and have substance to support streaming investment.

TOP PICK
He took a hard look at Disney+ entering and he decided to own this and Netflix. Both have done well and will do well for him. Don't own cable, though. Consumers can own both. (Analysts’ price target is $374.01)
BUY
Good growth despite huge PE ratio? He closely follows it. Doesn't own it because it's been down 30% since its last earnings call. The big picture is that there are so many competitors entering the streaming space. He's close to entering. It was a long runway despite competition. Their PE now is cheaper than three weeks ago. $383 is his price target.
TOP PICK
They have 62 million subscribers in the US and over 90 million elsewhere. In 2018, international revenues exceeded domestic. Loss of content will not cause viewers to leave -- it is still streaming versus linear tv. He still thinks they do well. Yield 0% (Analysts’ price target is $374.01)
DON'T BUY

62 million subs in US and 69 million worldwide. For five years it didn't have competition, and that competition has a body of existing content to stream (Disney+ and others). Compared that to Netflix, it needs to spend a lot on content. Yet, it isn't generating the cash flow to offset that cost. The question is: How many streamers will consumers subscribe to?

PAST TOP PICK
(A Top Pick Aug 02/18, Down 6%)A covered call. Bought at $338.50, sold 360 at $(21.50), net cost $317, now $210.48. The streaming landscape has changed with more competitors entering this sector. Netflix is spending a whack of money on new shows. They could have a rough road.
DON'T BUY
They now face a lawsuit, because they missed their subscriptions by 50% and failed to give guidance. Other companies have a better risk/reward profile. It's too pricey now above $300. Also, it's risky if new content in the future will attract huge audiences. You never know.
DON'T BUY
Things not looking that rosy. Competitors moving into streaming. Significant potential for a much tougher road to travel. Be careful about stepping in. Too much risk.
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