Added to YB: 2026-01-27
Pitch date: 2026-01-24
NFLX [bullish]
Netflix, Inc.
-11.41%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
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
$86.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
growth
Netflix Q4 2025 Earnings Recap
NFLX (earnings - buy the dip): Stock down 8% YTD despite Q4 beat on $82.7B Warner Bros acquisition fears. Bull case: ad revenue doubling to $3B in 2026, breaking 10% TV usage ceiling, buying HBO/WB library forever vs renting content for billions. Trading 22x 2027 P/E, FCF $15-20B post-deal.
Read full article (8 min)