Added to YB: 2026-03-18
Pitch date: 2026-03-16
NFLX [neutral]
Netflix, Inc.
-0.99%
current return
Author Info
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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
$401.9B
Pitch Price
$95.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.52
P/E
37.63
EV/Sales
9.07
Sector
Entertainment
Category
turnaround
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - Netflix, Inc.
NFLX (overview): Stock hit $76 on Warner Bros bid fears (now cleared after Netflix pulled out). Faces subscriber growth deceleration in mature markets & AI content democratization risks. Moat = scale (325M subs), data advantage, live sports/events library. AI will cut costs but benefits player w/ biggest budget/data/infrastructure most. Trading ~38x PE for low double-digit earnings CAGR; watchlist target <30x PE.
Read full article (1 min)