Added to YB: 2026-02-03
Pitch date: 2026-01-31
NFLX [bullish]
Netflix, Inc.
-7.82%
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
$83.53
Price Target
129.00 (+68%)
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
value
Netflix – Down 40%, Now a No-Brainer for Long-term Investors
NFLX (added to position): Down 38% from June peak despite strong Q4 - 18% revenue growth, $12.1B vs consensus, 325M+ subs, 29.5% op margin (+300bps YoY), $9.5B FCF. $82.7B Warner Bros deal faces regulatory/antitrust risk but strengthens moat. Trading 26x earnings (32% below 5yr avg) vs mid-teens growth potential. $129 target, 16% CAGR.
Read full article (17 min)