Added to YB: 2026-03-26
Pitch date: 2026-03-24
NFLX [bullish]
Netflix, Inc.
+0.62%
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
$394.3B
Pitch Price
$91.71
Price Target
120.00 (+30%)
Dividend
N/A
EV/EBITDA
27.99
P/E
36.91
EV/Sales
8.90
Sector
Entertainment
Category
growth
The Victor of the Streaming Wars: Why Netflix is a $120 Stock
NFLX: Streaming wars over—Netflix won. Operates in 190+ countries w/ localized content engine insulating from geopolitical risk vs legacy media exporting US icons. Ad rev (~$3B) dropping to bottom line, driving margin expansion to 31.5%. Street projects $51.2B rev 2026 (+13% YoY), $3.14 EPS. Applying 30x multiple to $4 2027 EPS = $120 PT (27% upside from $94).
Read full article (8 min)