Added to YB: 2026-09-04
Pitch date: 2026-08-30
NFLX [neutral]
Netflix, Inc.
+2.06%
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
$336.5B
Pitch Price
$81.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.25
P/E
25.46
EV/Sales
7.11
Sector
Entertainment
Category
value
Klarman’s Special Situation Stock + Portfolio & Watchlist Update - Netflix, Inc.
NFLX (monitor): Netflix is being watched for a small starter position if shares fall below $80, versus roughly $82 currently and a Q2 low near $70. The stock had fallen more than 30% from its June 2025 high amid AI-disruption fears and the failed Warner Bros. Discovery bid; Marc Werres resumed buying in Q1 2026 after his prior investment reached 4.1x over 41 months despite a 75% interim drawdown.
Read full article (1 min)