Netflix（NFLX）株式概要
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Netflix, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$80.34 |
| 52週高値 | US$134.12 |
| 52週安値 | US$75.01 |
| ベータ | 1.49 |
| 1ヶ月の変化 | -8.25% |
| 3ヶ月変化 | -15.71% |
| 1年変化 | -33.72% |
| 3年間の変化 | 85.99% |
| 5年間の変化 | 60.43% |
| IPOからの変化 | 67,050.33% |
最新ニュース
ナラティブの更新 • Jun 06
NFLX: Advertising Expansion Will Support Engagement And Earnings Power After Warner Bid Exit
Analysts have trimmed the blended fair value estimate for Netflix by about $4 to $138.56 as they moderate assumptions for revenue growth and profit margins, while still highlighting the potential of the expanding ads business and price increases to support long term earnings power. Analyst Commentary Bullish analysts are emphasizing Netflix's progress on advertising, pricing and product execution as key supports for the trimmed fair value estimate, even as some margin and growth assumptions are moderated.Seeking Alpha • May 28
Netflix: Ad Empire Story Is Too Good To Ignore
Summary Netflix is upgraded to strong buy, driven by the maturing and scalable ad business that enhances ARPU and engagement. NFLX targets $3 billion in ad revenue by 2026, with ads projected to represent 6% of total revenue and significant future upside. Ad-tier users expand the membership base, offer high LTV/CAC dynamics, and create optionality for upselling and ancillary revenue streams. Despite execution and competition risks, NFLX’s moat, pricing power, and compounding EPS growth provide a compelling margin of safety. Read the full article on Seeking Alpha
ナラティブの更新 • May 23
NFLX: Advertising Expansion And Content Focus Will Drive Long Term Upside
Netflix's analyst price target edged higher to about $115, with analysts pointing to the company's expanding advertising tier, broader ad market rollout, and focus on content and technology as key reasons for the updated fair value, along with a slightly lower assumed discount rate and P/E multiple. Analyst Commentary Recent research on Netflix clusters around the same core themes that underpin the updated fair value, with most commentary focusing on the advertising tier, content strategy, and the decision to walk away from a Warner Bros.Recent updates
ナラティブの更新 • Jun 06
NFLX: Advertising Expansion Will Support Engagement And Earnings Power After Warner Bid Exit
Analysts have trimmed the blended fair value estimate for Netflix by about $4 to $138.56 as they moderate assumptions for revenue growth and profit margins, while still highlighting the potential of the expanding ads business and price increases to support long term earnings power. Analyst Commentary Bullish analysts are emphasizing Netflix's progress on advertising, pricing and product execution as key supports for the trimmed fair value estimate, even as some margin and growth assumptions are moderated.Seeking Alpha • May 28
Netflix: Ad Empire Story Is Too Good To Ignore
Summary Netflix is upgraded to strong buy, driven by the maturing and scalable ad business that enhances ARPU and engagement. NFLX targets $3 billion in ad revenue by 2026, with ads projected to represent 6% of total revenue and significant future upside. Ad-tier users expand the membership base, offer high LTV/CAC dynamics, and create optionality for upselling and ancillary revenue streams. Despite execution and competition risks, NFLX’s moat, pricing power, and compounding EPS growth provide a compelling margin of safety. Read the full article on Seeking Alphaナラティブの更新 • May 23
NFLX: Advertising Expansion And Content Focus Will Drive Long Term Upside
Netflix's analyst price target edged higher to about $115, with analysts pointing to the company's expanding advertising tier, broader ad market rollout, and focus on content and technology as key reasons for the updated fair value, along with a slightly lower assumed discount rate and P/E multiple. Analyst Commentary Recent research on Netflix clusters around the same core themes that underpin the updated fair value, with most commentary focusing on the advertising tier, content strategy, and the decision to walk away from a Warner Bros.
新しいナラティブ • May 18
Netflix: Why I bought again.
I’ve owned Netflix shares before, sold last Fall after strong gains and recently bought back in after the share price dipped. What gives me confidence in Netflix’s future is one number above all others: subscriber growth.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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%.ナラティブの更新 • 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.分析記事 • 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...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
新しいナラティブ • 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 Alpha株主還元
| NFLX | US Entertainment | US 市場 | |
|---|---|---|---|
| 7D | -2.2% | -0.05% | 0.8% |
| 1Y | -33.7% | -18.7% | 24.2% |
業界別リターン: NFLX過去 1 年間で-18.7 % の収益を上げたUS Entertainment業界を下回りました。
リターン対市場: NFLXは、過去 1 年間で24.2 % のリターンを上げたUS市場を下回りました。
価格変動
| NFLX volatility | |
|---|---|
| NFLX Average Weekly Movement | 4.4% |
| Entertainment Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: NFLX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NFLXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1997 | 16,000 | Ted Sarandos | www.netflix.com |
は、エンターテインメント・サービスを世界中に提供している。同社は、様々なジャンルや言語のテレビ（TV）シリーズ、ドキュメンタリー、長編映画、ゲーム、ライブ番組を提供している。また、テレビ、デジタルビデオプレーヤー、TVセットトップボックス、モバイル機器など、インターネットに接続された多数の機器を通じてストリーミングコンテンツを受信する機能を会員に提供している。ネットフリックス社は1997年に設立され、カリフォルニア州ロスガトスに本社を置いている。
Netflix, Inc. 基礎のまとめ
| NFLX 基礎統計学 | |
|---|---|
| 時価総額 | US$342.21b |
| 収益（TTM） | US$13.37b |
| 売上高(TTM) | US$46.89b |
25.3x
PER（株価収益率7.2x
P/SレシオNFLX は割高か？
公正価値と評価分析を参照収益と収入
| NFLX 損益計算書（TTM） | |
|---|---|
| 収益 | US$46.89b |
| 売上原価 | US$23.90b |
| 売上総利益 | US$22.99b |
| その他の費用 | US$9.62b |
| 収益 | US$13.37b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.18 |
| グロス・マージン | 49.03% |
| 純利益率 | 28.52% |
| 有利子負債／自己資本比率 | 46.1% |
NFLX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/12 17:18 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Netflix, Inc. 46 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。81
| アナリスト | 機関 |
|---|---|
| Hannah Kleiven | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |