Added to YB: 2025-04-21
Pitch date: 2025-04-17
NFLX [bearish]
Netflix, Inc.
+3.3%
current return
Author Info
No bio for this author
Company Info
Netflix, Inc. provides entertainment services. The company offers television (TV) series, documentaries, feature films, and games across various genres and languages.
Market Cap
$429.9B
Pitch Price
$98.44
Price Target
700.00 (+635%)
Dividend
N/A
EV/EBITDA
32.05
P/E
39.32
EV/Sales
10.09
Sector
Entertainment
Category
N/A
NFLX - Short, ~$700ish PT
NFLX short: $700 PT. Bearish on overvalued, crowded long. Odd timing - WSJ 2030 piece before earnings suggests near-term weakness. Ad business narrative (key growth driver) vulnerable as recession/tariffs force luxury, auto, travel brands to cut budgets, breaking positive feedback loop. CFO locked into 2x YoY growth expectation, now unrealistic.
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