Added to YB: 2026-01-26
Pitch date: 2026-01-22
NFLX [neutral]
Netflix, Inc.
-7.71%
current return
Author Info
No bio for this author
Company Info
Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages.
Market Cap
$329.3B
Pitch Price
$83.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
value
Netflix, finally an opportunity on the stock market?
NFLX (earnings): Q4 2025 revenue $12.05B (+17.6% YoY), 325M subscribers (+23M), 24.5% operating margin. Strong content performance (Stranger Things 120M views), ad revenue doubled to $1.5B, targeting $3B by 2026. WBD acquisition at $27.75/share, buybacks suspended. 2026 guidance: $50.7-51.7B revenue (+12-14%), 31.5% op margin. Stock down 35% despite solid results, now 33x P/E vs historical highs.
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