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Added to YB: 2025-10-28

Pitch date: 2025-10-25

NFLX [bullish]

Netflix, Inc.

-13.52%

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

$110.07

Price Target

1.5K (+1464%)

Dividend

N/A

EV/EBITDA

32.05

P/E

39.32

EV/Sales

10.09

Sector

Entertainment

Category

growth

Show full summary:
Netflix – I Bought This 10% Sell-off!

NFLX: Q3 17% revenue growth (best in year) but 10% selloff on $619M one-off Brazil tax hit masking 33% operating margin vs 28% reported. Live sports expansion (NFL, boxing) massive TAM opportunity. 14.5% IRR to $1489 target on 36x 2027 exit multiple. Buy under $1130.

Read full article (13 min)