NASDAQ:NFLX
Netflix Inc. (NFLX)
69.90
+0.32 (0.46%)
as of Oct 1, 2026, 1:23:48 pm Market Open.
543 watching
Financials 
Technical Analysis 0
COMMENT
FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.
Ross HealyUnknown
Technology
HOLD
They took a bit of a hit as DIS-N comes on stream. They have a huge leg up on Disney however and NFLX-Q has pretty big expansion plans in place. The market wants to hold in around the 200 day moving average. Until we break through $338 there is not too much to worry about. It is just starting to show some weakness relative to the S&P. Short term, some indicators are getting over sold so we may see an upturn.
Technology
WEAK BUY
Growth prospects despite huge PE? Yes it does, but it is trading at 88x this year's earnings. This doesn't work for his portfolio and he subscribes to Netflix himself. A great business model with huge retention, but they're facing competition with Amazon Prime, Google/Youtube and soon Apple. At least you'll get revenue increases when they continue to raise rates. It's rebounded the most in the FAANGs since Xmas Eve.
Don LatoOwned
Technology
TOP PICK
It's found its mojo again recently buy pumping out original new films and shows, with 80 movies on the slate for 2019-2020 which dwarfs the Hollywood studios. In 2020-1, that free cash flow will transition from cash burn into cash flow growth. As they expand globally, their free cash flow will keep growing. (Analysts’ price target is $392.65)
Jamie Murray Owned
Technology
DON'T BUY
vs. Salesforce He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.
Technology
PAST TOP PICK
(A Top Pick Feb 20/18, Up 29%) He's long owned this and reduced in the last Q4, then added some back. The new catalyst are new seasons of proven shows like Orange Is The New Black and Stranger Things, and also Bird Box with 30 million viewers. The big competition though is the game Fortnite. Games are Netflix's big competition.
Technology
DON'T BUY
They've done a great job growing their business. He's always avoided it due to its valuation. He owns Disney instead; it has a much larger content library, and their acquisition of 20th Century Fox will pay off in the long run. They have a lot more experience delivering content around the world, too. NFLX is growing a lot, but also adding a lot of debt.
Technology
PAST TOP PICK
(A Top Pick Jan 05/18, Up 41%) He still likes it. The simplest way to state it is 1.2 billion households with a cable connection. NFLX-Q has less than 200 Million. NFLX-Q can raise the price and lower the number of people on an account. As long as they don't blow their first mover advantage.
Bruce MurrayOwned
Technology
COMMENT
You recommended selling the $360 Dec. 2018 put on Netflix, but I'm now under water with Netflix under $270: What to do now? Close and take the loss, or rollover to a later date? Roll it. The FAAANGs turned first and that took the NASDAQ down, starting in September. The FAANGs got ahead of themselves. Take a 6-month put further out to $280 and you'll likely get $40.
Technology
PAST TOP PICK
(A Top Pick May 14/18, Up 8%) A Sept. $300 put. This option wouldn't have been assigned, because it expired Sept. 21. He was obligated to buy it at $300 and put up $30,000 to secure it with cash. You'd have that $30K sitting in a treasury bill until the option expires, then base your return on having that money at play here.
Richard CroftOwned
Technology
BUY ON WEAKNESS
They have 130 million users, and there are 1.2 billion cable connections worldwide, so they have room to expand. They have a high PE, so even a little bad news will push this stock down. He owns this for the long term.
Bruce MurrayOwned
Technology
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