Added to YB: 2026-04-29
Pitch date: 2026-02-26
NFLX [bullish]
Netflix, Inc.
-2.15%
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
$384.7B
Pitch Price
$94.30
Price Target
152.00 (+65%)
Dividend
N/A
EV/EBITDA
25.93
P/E
29.51
EV/Sales
8.30
Sector
Entertainment
Category
growth
Netflix, Inc. - $NFLX
NFLX: Streaming dominance w/ 325M subs, 1B users, 90% of industry profits. 2026: $50.7-51.7B rev (+12-14% YoY), 31.5% op margin, 45-47% incremental EBIT margin. No deal: $134/sh by 2029 (17% IRR). Deal scenario: match Paramount's $31/sh WBD bid, add $79-80B net debt, raise prices 10% to monetize HBO Max content (85% overlap), yields $40.3B EBIT by 2030, $152/sh target (22% IRR). Scale moat defensible vs AI/YouTube. Risk: growth deceleration, overpaying for WBD.
Read full article (12 min)