Added to YB: 2026-07-21
Pitch date: 2026-07-18
NFLX [bullish]
Netflix, Inc.
-1.05%
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
$287.1B
Pitch Price
$68.31
Price Target
109.00 (+61%)
Dividend
N/A
EV/EBITDA
19.06
P/E
21.72
EV/Sales
6.09
Sector
Entertainment
Category
value
Netflix 2Q26: The Compounding Nobody Wants
NFLX (update): Bull thesis—market prices decelerating streamer (rev slows 13.4%→11.7%, engagement +2% H1), but ignores monetization-led compounding: margins toward high-30s, GenAI content ROI, ~2%/yr buybacks (record $4.7B Q2) driving low-mid teens EPS growth. TF1 integration = platform optionality. PT $109, ~60% upside/17% annualized over 3yrs. Risk: engagement decline, reduced disclosure (subs, hours going annual).
Read full article (8 min)