Netflix (NFLX) Panoramica del titolo
Netflix, Inc. fornisce servizi di intrattenimento in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
NFLX Community Fair Values
Create NarrativeSee what 917 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Media opportunity
CE
Fair Value from
US$7.4351.5% sottovalutato sconto intrinseco
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Read full narrativeConcorrenti di Netflix, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$87.49 |
| Massimo di 52 settimane | US$134.12 |
| Minimo di 52 settimane | US$75.01 |
| Beta | 1.55 |
| Variazione di 1 mese | -15.07% |
| Variazione a 3 mesi | 7.39% |
| Variazione di 1 anno | -23.27% |
| Variazione a 3 anni | 157.41% |
| Variazione a 5 anni | 77.33% |
| Variazione dall'IPO | 73,026.49% |
Notizie e aggiornamenti recenti
Aggiornamento dell'analisi • Apr 29
NFLX: Future Returns Will Hinge On Price Hikes And Warner Deal Fallout
Analysts have nudged the fair value estimate for Netflix higher to $90.80 from $85.52. This reflects a mix of slightly adjusted long term growth, margin and discount rate assumptions, alongside a wide range of recent Street price target tweaks and rating changes following the latest earnings and the Warner Bros.Seeking Alpha • Apr 24
Netflix Reigns Supreme With Unmatched Viewership, Global Reach, And Robust Fundamentals
Summary Netflix, Inc. remains a buy as robust fundamentals and valuation align, with the recent selloff creating attractive entry opportunities. NFLX's Q1 2026 revenue grew 16.2% YoY to $12.25B, maintaining double-digit growth despite macro headwinds and intense competition. Strong content, a data-driven strategy, and high liquidity support NFLX’s resilience against inflation, evolving competition, and cost pressures. At 30.08x P/E and a PEG of 0.92x, NFLX trades below historical averages, with technicals signaling continued bullish momentum. Read the full article on Seeking AlphaRecent updates
Aggiornamento dell'analisi • Apr 29
NFLX: Future Returns Will Hinge On Price Hikes And Warner Deal Fallout
Analysts have nudged the fair value estimate for Netflix higher to $90.80 from $85.52. This reflects a mix of slightly adjusted long term growth, margin and discount rate assumptions, alongside a wide range of recent Street price target tweaks and rating changes following the latest earnings and the Warner Bros.Seeking Alpha • Apr 24
Netflix Reigns Supreme With Unmatched Viewership, Global Reach, And Robust Fundamentals
Summary Netflix, Inc. remains a buy as robust fundamentals and valuation align, with the recent selloff creating attractive entry opportunities. NFLX's Q1 2026 revenue grew 16.2% YoY to $12.25B, maintaining double-digit growth despite macro headwinds and intense competition. Strong content, a data-driven strategy, and high liquidity support NFLX’s resilience against inflation, evolving competition, and cost pressures. At 30.08x P/E and a PEG of 0.92x, NFLX trades below historical averages, with technicals signaling continued bullish momentum. Read the full article on Seeking AlphaAggiornamento dell'analisi • Apr 14
NFLX: Future Returns Will Depend Heavily On Price Hikes Facing Rising Scrutiny
Netflix's updated analyst price target has shifted higher, with fair value moving from $82.54 to $85.52 as analysts factor in subscription price increases, slightly higher revenue growth expectations and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Netflix reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess the impact of content investments, pricing changes and the decision to walk away from a Warner Bros.
Aggiornamento dell'analisi • Mar 31
NFLX: Higher Pricing And Advertising Will Support Engagement After Warner Bid Exit
Netflix's analyst price targets have recently shifted as analysts factor in updated views on subscriber monetization, 2026 revenue assumptions, and a reset in expected P/E multiples following the decision to walk away from the Warner Bros. Discovery bid, while also incorporating the impact of price increases and advertising trends.
Aggiornamento dell'analisi • Mar 17
NFLX: Walking From Warner Deal Will Refocus On Content And Efficiency
Analysts have modestly increased the blended price target for Netflix by about $2 to reflect updated views on content investment, operating efficiency and valuation multiples after the company opted out of a Warner Bros. Discovery deal.
Nuova analisi • Mar 04
Netflix was right to decline in raising their offer for Warner Brothers
I think everyone who is invested in the American stock market has their eyes on Netflix as of late. Especially after the company declined to raise their offer for Warner Brothers in their bidding war against Paramount Skydance.Aggiornamento dell'analisi • Mar 03
NFLX: Future Returns Will Be Pressured By Warner Bid Fallout
Our analyst price target for Netflix edges down by about $2 to reflect slightly lower revenue growth and P/E assumptions, even as analysts broadly view the decision to walk away from Warner Bros. assets as supportive of margins and the core streaming thesis.
Nuova analisi • Feb 27
Netflix (NFLX): The Discipline Play – Capitalizing on Content Scale and Strategic Restraint
Netflix (NFLX) has proven that in the "Streaming Wars," discipline is just as valuable as content. Following a high-volatility month, the stock surged 12.5% on Friday, February 27, 2026, closing at $95.21 after the company officially walked away from its high-stakes bidding war for Warner Bros.Aggiornamento dell'analisi • Feb 17
NFLX: Shares Should Benefit As Warner Asset Bid Expands Content Scale
Analysts have trimmed their fair value estimate for Netflix to $111.43 from $134.44, reflecting lower future P/E expectations around $30.78 and slightly softer revenue growth assumptions, even as they factor in marginally higher profit margins and mixed reactions to potential Warner Bros. assets and recent advertising momentum.Aggiornamento dell'analisi • Feb 03
NFLX: Advertising And International Expansion Will Drive Engagement Despite Warner Deal Uncertainty
Analysts have trimmed their Netflix price targets by around $31 on average, reflected in our fair value update from $1,600.00 to $144.53. They are recalibrating revenue growth expectations, applying a lower future P/E, and factoring in both recent target cuts and fresh Buy initiations that highlight advertising traction, content strength, and potential benefits from international expansion and acquisitions.Aggiornamento dell'analisi • Jan 20
NFLX: Future Returns Will Balance Warner Bid Risk And Advertising Progress
Analysts have trimmed their Netflix price targets by around $25 to $30 per share, reflecting a lower assumed future P/E multiple, even as they point to steady revenue growth expectations, resilient profit margins, and ongoing progress in advertising and content monetization. Analyst Commentary Recent Street research on Netflix highlights a mixed backdrop.Aggiornamento dell'analisi • Jan 06
NFLX: Future Returns Will Weigh Warner Bid Uncertainty And Advertising Momentum
Analysts have trimmed their fair value narrative for Netflix to reflect slightly lower long term revenue growth and profit margin assumptions, alongside a modestly higher future P/E multiple. Recent price target updates are clustered around stock split adjusted levels such as US$110, US$1,350, US$1,385, US$1,400 and US$1,530, as they weigh potential Warner Bros.Aggiornamento dell'analisi • Dec 19
NFLX: Future Performance Will Balance Warner Bid Risks And New Revenue Streams
Analysts have modestly reduced their Netflix price target to reflect a lower fair value estimate of about $86.94, driven by slightly slower expected revenue growth and a lower future P/E multiple. These factors are only partly offset by improved long term margin assumptions and a largely stock split adjusted framework.Aggiornamento dell'analisi • Dec 05
NFLX: Shares Should Gain As Warner Bros. Bid Shapes Content Leadership
Analysts make a marginal downward adjustment to their Netflix price target, trimming fair value by approximately $0.21 per share as slightly lower long term margin assumptions offset modestly higher revenue growth and a richer future P E multiple. Analyst Commentary Street research remains broadly constructive on Netflix, with most recent notes emphasizing resilient engagement, growing advertising ambitions, and durable pricing power, even as some caution emerges around execution risk and potential strategic moves.Aggiornamento dell'analisi • Nov 21
NFLX: Shares Will Strengthen As Acquisition Possibilities Create Sector Tailwinds
Analysts have revised their price target for Netflix sharply downward, from approximately $1,350 to about $135 per share. This change is due to model updates related to the recent stock split as well as evolving views on cash flow and potential acquisition risks.
Aggiornamento dell'analisi • Nov 21
Update after NFLX Q3 2025 earnings report. Business keeps sailing even after Brazilian tax hiccup
Update following the Q3 2025 Earnings Report Tail winds Revenue increased 17.2% YoY, driven primarily by membership growth and higher pricing which was higher that the revenue I used after Q2 earnings report Company achieved highest quarterly viewing share ever All regions experienced healthy YoY revenue growth. UCAN increased 17%.Aggiornamento dell'analisi • Sep 04
Global Ad Tech Rollout Will Spark Future Prosperity
Analysts remain divided on Netflix as strong growth, operating leverage, and new business initiatives support higher targets for some, while valuation concerns and softer engagement metrics drive caution for others, ultimately resulting in an unchanged consensus price target of $1,350. Analyst Commentary Bullish analysts are raising price targets on Netflix driven by strong Q2/Q3 results, better-than-expected member growth, robust upcoming content slate (including hits like Squid Games 3), and tailwinds from new advertising and pricing initiatives.Articolo di analisi • Jul 13
Investors Still Waiting For A Pull Back In Netflix, Inc. (NASDAQ:NFLX)
Netflix, Inc.'s ( NASDAQ:NFLX ) price-to-earnings (or "P/E") ratio of 57.2x might make it look like a strong sell right...Articolo di analisi • May 28
Does Netflix (NASDAQ:NFLX) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Apr 28
Netflix Investors, You Have Been Warned (Technical Analysis)
Summary Netflix's stock chart appears bullish, but negative divergence in MACD and RSI suggests underlying weakness, indicating a potential bearish reversal soon. Despite strong Q1 earnings and impressive Q2 guidance, Netflix's P/S ratio at multiyear highs suggests significant overvaluation. Technical analysis shows strong near-term bullish momentum, but caution is advised due to negative divergence signals and potential unsustainability. Given the overvaluation and technical signals, I recommend a sell rating for Netflix, anticipating a potential end to the current bull run. Read the full article on Seeking AlphaSeeking Alpha • Apr 19
Netflix: A Recession Will Not Take Down This King (Rating Upgrade)
Summary Netflix's Q1 report showed strong performance, beating analyst estimates on both the top- and bottom-lines, with significant growth in revenue, EPS, and operating margins. The company's robust content slate and ad-supported plans position it well to withstand macroeconomic headwinds, including potential recessions. NFLX's valuation is attractive with significant upside and strong momentum, leading to an upgrade from HOLD to BUY. Key risks include potential hiccups in the ad tech rollout and competition from YouTube, which could impact long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Apr 13
Netflix Q1 Preview: Ad-Tier Faces Its Biggest Test Yet (Rating Downgrade)
Summary I am downgrading Netflix stock to a "hold" with a price target of $871 due to potential volatility and uncertain macroeconomic conditions impacting ad-supported tier monetization. Netflix's Q4 FY24 earnings showed strong growth with revenue up 16% YoY and operating income up 52% YoY, driven by a robust content slate and momentum in Net New Paid Adds. Key metrics to watch in Q1 FY25 include Net New Paid Adds, watch time, the performance of ad-supported vs. ad-free tiers as well as its impact on overall profitability amid economic uncertainty. Future valuation scenarios suggest a base case price target of $984 and a bear case of $533, with a combined price target of $871, reflecting potential downside, should management reverse forward guidance. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Netflix: Leading The Streaming Race With Profitability And Global Reach
Summary Netflix's 2024 saw impressive growth with 41 million new subscribers, surpassing 300 million, driven by password-sharing crackdowns, ad tiers, and live-streaming initiatives. Despite high valuations, forward estimates suggest double-digit upside, making Netflix stock attractive amid tech sector sluggishness. Netflix's disciplined content spending and stock buybacks indicate a shift towards a blue-chip stance, while maintaining robust growth through innovative ventures. Potential risks include subscriber saturation, rising competition, and macroeconomic challenges, but Netflix's strong track record and strategic investments support continued growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 09
Netflix: Valuation Looks Better Than You Think
Summary Netflix's valuation is misunderstood due to content amortization; its operating cash flow reveals a more accurate financial health and potential for growth. The company's business model, driven by subscription revenue and original content, ensures predictable cash flow and long-term subscriber retention. Recent stock price corrections, Netflix's efficient execution and strong content production make it a compelling long-term investment. Risks include macroeconomic factors and potential declines in content quality, but Netflix's track record suggests continued success in subscriber growth and revenue. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Netflix: More Pain In Store For Bullish Converts
Summary Netflix's stock price surged 540% in three years but faces headwinds amid waning momentum, a reversal in options market sentiment, extreme valuations, and excessive optimism. Trading at 50x earnings, Netflix is among the most expensive US mega-cap stocks and future earnings growth is likely to slow sharply. Even a doubling of sales and a tripling of earnings over the next 5 years would still leave the stock expensive, and investors should anticipate a 30% pullback. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
Netflix Is Stronger Than Ever; Here's Why It Still Has Room To Run
Summary Netflix has evolved into a cash-generating company, focusing on profitability, efficient spending, and global expansion, with significant stock buybacks indicating undervaluation. Operating income and net income have surged, with international subscriber growth, especially in Asia-Pacific and Latin America, driving future revenue potential. Risks include high content costs, fierce competition, piracy, unpredictable ad business, and international ARPU challenges, but Netflix's strategic shifts mitigate these concerns. Netflix has substantial upside potential, with a target of $1500+ in 12-18 months as market perception catches up. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Netflix: Leaving The Competition In The Dust
Summary Netflix's innovative approach and original content have positioned it to outperform competitors and dominate the streaming industry. The company's significant investment in exclusive content has created a loyal subscriber base and strong brand recognition. Netflix's global expansion strategy has allowed it to capture diverse markets and increase its revenue streams. Despite rising competition, Netflix's first-mover advantage and continuous innovation justify a strong investment rating. Read the full article on Seeking Alpha
Nuova analisi • Feb 04
Narrative update from Richard Bowman
Record quarterly new subscriber addition of 18.9 million (+15.9%)Seeking Alpha • Jan 25
Netflix: Investments In New Ventures Paying Off
Summary Netflix's stock has nearly doubled, driven by strong earnings growth, successful ventures into gaming and live-streaming sports, and well-curated subscription plans. Q4 2024 earnings exceeded expectations, and Q1 2025 guidance is cautious only due to FX headwinds. The underlying fundamentals remain rock solid. The company's foray into mobile gaming and live-streaming sports is creating a robust digital content ecosystem, boosting subscriber growth and revenue potential. A significant $15 billion stock buyback program signals management's confidence in Netflix's long-term growth, enhancing future EPS and rewarding shareholders. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
Netflix Is A Buy Ahead Of Q4 Earnings (Rating Upgrade)
Summary Netflix's original content boosts user loyalty and brand awareness, with hits like Squid Game demonstrating viral success and monetization potential. Future growth is expected from increasing memberships, ad revenue, live events, and merchandising, with a possible 30% net income margin by 2030. Key risks include high content production costs, potential macroeconomic impacts on pricing, and competition from other streaming platforms and entertainment options. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Netflix: A Show Of Success, But Wait For The Dip
Summary Netflix remains the dominant force in streaming, with impressive subscriber growth and high daily engagement, despite mixed views on content quality. The company's strategic entry into new niches like sports and its strong liquidity position support potential market expansion and experimentation. Technical indicators suggest weak momentum and potential overvaluation, so I am advising caution and a hold recommendation until a price dip to $820. Netflix's solid financial performance and strategic initiatives indicate long-term potential, but investors should be wary of current price levels and market volatility. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Netflix's Big 2024 Pivot May Be On The Verge Of Paying Off
Summary Netflix's pivot to live programming and sports content has strengthened its position in the market... especially following its successful adaptation of the ad-supported subscription model. The company's deals with the NFL and WWE mark a significant investment in live sports, positioning it competitively against other streaming giants like Amazon, Apple, and Hulu. Despite Netflix's biggest live event to date being marred by technical problems, it is unlikely to remain a big hindrance in the long run. Investors should instead focus on Netflix's willingness to embrace this new area, rather than any short-term technical setbacks it brings as it continues to innovate and expand. Read the full article on Seeking AlphaRendimenti per gli azionisti
| NFLX | US Entertainment | US Mercato | |
|---|---|---|---|
| 7D | -5.0% | -1.1% | 2.1% |
| 1Y | -23.3% | -9.5% | 30.6% |
Ritorno vs Industria: NFLX ha avuto una performance inferiore rispetto al US Entertainment che ha registrato un rendimento -9.5 % nell'ultimo anno.
Rendimento vs Mercato: NFLX ha avuto una performance inferiore al mercato US che ha registrato un rendimento 30.6 % nell'ultimo anno.
Volatilità dei prezzi
| NFLX volatility | |
|---|---|
| NFLX Average Weekly Movement | 6.4% |
| Entertainment Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: NFLX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di NFLX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1997 | 16,000 | Ted Sarandos | www.netflix.com |
Netflix, Inc. fornisce servizi di intrattenimento in tutto il mondo. L'azienda offre serie televisive (TV), documentari, lungometraggi, giochi e programmi dal vivo di vari generi e lingue. Inoltre, offre ai suoi membri la possibilità di ricevere contenuti in streaming attraverso una serie di dispositivi connessi a Internet, tra cui TV, lettori video digitali, set-top box TV e dispositivi mobili.
Netflix, Inc. Riepilogo dei fondamenti
| NFLX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$368.40b |
| Utili (TTM) | US$13.37b |
| Ricavi(TTM) | US$46.89b |
27.5x
Rapporto P/E7.9x
Rapporto P/SNFLX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| NFLX Conto economico (TTM) | |
|---|---|
| Ricavi | US$46.89b |
| Costo del fatturato | US$23.90b |
| Profitto lordo | US$22.99b |
| Altre spese | US$9.62b |
| Utili | US$13.37b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.18 |
| Margine lordo | 49.03% |
| Margine di profitto netto | 28.52% |
| Rapporto debito/patrimonio netto | 46.1% |
Come si è comportato NFLX nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/10 20:13 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Netflix, Inc. è coperta da 85 analisti. 46 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Hannah Kleiven | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |