Related posts

Netflix and tech lead rallyEarnings lift stocks to new highsTSX climbs, Wall Street sinks
Investor Insights

This summary was created by AI, based on 58 opinions in the last 12 months.

Netflix Inc. (NFLX) continues to dominate the streaming landscape, bolstered by its robust content library, innovative ad-supported tier, and substantial growth in global subscribers. Despite recent mixed guidance and a drop in stock prices following earnings reports, many experts note the company's strong cash flow and significant subscriber growth as indicators of future success. Analysts highlight Netflix’s pricing power and bet on live sports, which could further enhance subscriber engagement and revenue. The overall sentiment indicates that while the stock appears expensive at times, it maintains momentum due to its unique position and ability to adapt to market challenges, like the crackdown on password sharing and evolving ad revenue strategies.

Consensus
Positive
Valuation
Overvalued
BUY

The chart shows a head and shoulders formation. It's a great, worldwide company that's done many things right. Is up only 5% this year. He likes subscription models.

SELL ON STRENGTH

Their edge is their content library. Doesn't pay a dividend, so be disciplined: if you double your money, sell half. Any business news will punish shares. 

PAST TOP PICK
(A Top Pick Nov 29/24, Up 8%)

(Note the short timeframe.)  Until the last couple of weeks, the media sector has held up extremely well. Perhaps investors are thinking this area is not as impacted by tariffs. Correction Feb/March, but already bouncing back.

BUY
technical analysis by Bob Lang

He and Lang suggests consumer-oriented stocks with a subscription base that work even in a slowdown: Netflix, Roku and Spotify. Last January, NFLX reported a super quarter, then shares gapped up, but rolled over mid-February with the market. Lang says that was a reset. Shares have been rebounding ever since, now 9% this year. NFLX has resistance at $1,000, but if it breaks that, Lang thinks it can reach $1,250. A momentum indicator--MACD--recently made a bullish crossover. Meanwhile, the Chaikin Money Flow (CMF) is slightly bullish; big buyers are still buying. RSI is starting to bounce after hitting oversold earlier this month, now around 50, so there's a ways to go before being overbought.

TOP PICK

Clearly winning the streaming wars, being pulled upward by increasing number of global subscribers. That's driving pricing power. New ad-supported tier, password-sharing crackdown. Investing in original content. Live sports are generating revenue. No dividend.

Increasing cashflow. Sees 23% earnings growth. Shares are down ~15%.

(Analysts’ price target is $1084.24)
DON'T BUY

It's now a momentum story, but now very expensive. A great company. He bought a lot of shares during the sell-off a few years ago when competitors like Prime launched. There are better opportunities in gen AI. They've done a great job in live programming (sports).

BUY

They plan to buy Formula One's TV rights, and they are in the best position to leverage more than anybody else buying such rights. Hopes it happens. Flawless execution.

DON'T BUY

Big numbers last night. Challenge with the streamers is that you're only as good as your last hit. Viewership is quite fickle, very hard to keep attention captured over time. Forward PE ~40x, very rich. 

BUY

They delivered a blowout Q4: a big revenue beat and EPS, up 102%, strong margins despite expensive shows. cash flow of $1.38 billion, revenue 16% YOY, and 18.91 million new subscribers vs. the expected 10 million. However, guidance was mixed, with the forecast in the current quarter below expectations, but they slightly raised full-year 2025 in revenue and operating margin. They're running circles around the competition. Their hits: Squid Game 2, Carry-On, and NFL on Christmas Day. Their ad-supported tier accounted for 55% of sign-ups in Q4. This has more momentum than he's ever seen.

BUY

There may be more value at Disney, but NFLX is a juggernaut with unstoppable momentum. It will go to $1,000. There was 15% quarterly revenue growth in Q3. Every piston is humming: Squid Games 2, live NFL streaming, women's soccer. Considering ad revenue, 2026 will be even better than 2025.

BUY

He stopped out of this last May. He pounced in 2022 when it was selling off. He probably should have kept it. Problem is, a lot of positives are baked into the valuation. It's growing revenue this year faster than in any other. It's the second-best year for subscriber growth. Trades at 40x PE. It's a media/ad business. NFLX has all the momentum in the world. This and DIS will work. Streaming will work in 2025, unlike in previous years.

DON'T BUY

Bearish. We're well into password-crackdown/sharing and the ad tier. Analysts may be pricing in too many good things to this name than can actually happen.

SELL ON STRENGTH

He's owned this for 24 months and done very well, but you have to wait to enter it now, if you don't own it. This year, their revenue growth accelerated faster than analyst expectations. In 2023, it was 6%, 15% in 2024 and in 2025, he will ring the register. He suspects growth will plateau.

BUY
In a ROTH IRA account

Squid Game 2 and NFL on Christmas Day are coming. Ad tier will add huge cash to their coffers. Great management.

BUY

Is up 89% for the year. Investors don't care that analysts were cautious over this stock for its 50x PE.

Showing 1 to 15 of 314 entries

Netflix Inc.(NFLX-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 41

Total Signals / Votes : 45

Stockchase rating for Netflix Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Netflix Inc.(NFLX-Q) Frequently Asked Questions

What is Netflix Inc. stock symbol?

Netflix Inc. is a American stock, trading under the symbol NFLX-Q on the NASDAQ (NFLX). It is usually referred to as NASDAQ:NFLX or NFLX-Q

Is Netflix Inc. a buy or a sell?

In the last year, 45 stock analysts published opinions about NFLX-Q. 2 analysts recommended to BUY the stock. 41 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Netflix Inc..

Is Netflix Inc. a good investment or a top pick?

Netflix Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Netflix Inc..

Why is Netflix Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Netflix Inc. worth watching?

45 stock analysts on Stockchase covered Netflix Inc. In the last year. It is a trending stock that is worth watching.

What is Netflix Inc. stock price?

On 2025-04-01, Netflix Inc. (NFLX-Q) stock closed at a price of $928.38.