Added to YB: 2026-04-21
Pitch date: 2026-04-17
NFLX [neutral]
Netflix, Inc.
-2.38%
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
$409.8B
Pitch Price
$97.14
Price Target
120.00 (+27%)
Dividend
N/A
EV/EBITDA
27.59
P/E
31.43
EV/Sales
8.83
Sector
Entertainment
Category
growth
The Mispriced Victor: Why I’m Reaffirming My $120 Netflix Target
NFLX (reaffirming price target): Post-earnings -10% dip overreaction. Q1 rev $12.25B (+16.2% YoY), 32.3% op margin despite light content cycle & Olympics competition. 60%+ new signups hit ad tier; ad rev ~$3B by 2026. Industry-low $0.48/hr cost vs peers at $0.64-$0.93. Podcast push targets daytime share, sports strategy efficient. Reaffirming $120 PT (30x 2027 EPS $4/share).
Read full article (5 min)