NFLX logo

Netflix, Inc. Stock Price

NasdaqGS:NFLX Community·US$286.9b Market Cap
  • 15 Narratives written by author
  • 4 Comments on narratives written by author
  • 1434 Fair Values set on narratives written by author

NFLX Share Price Performance

US$70.09
-47.96 (-40.63%)
US$82.00
Fair Value
US$70.09
-47.96 (-40.63%)
14.5% undervalued intrinsic discount
US$82.00
Fair Value
Price US$70.09
Ivoed US$82.00
AnalystConsensusTarget US$114.15
Wavefarer US$96.37

NFLX Community Narratives

Fair Value
·
Fair Value US$82 14.5% undervalued intrinsic discount

Netflix’s Business Quality Is Clear. The Harder Question Is Whether The Stock Is Still Cheap

12users have liked this narrative
2users have commented on this narrative
44users have followed this narrative
·
Fair Value US$114.15 38.6% undervalued intrinsic discount

Global Ad Tech Rollout Will Spark Future Prosperity

5users have liked this narrative
0users have commented on this narrative
353users have followed this narrative
Fair Value
·
Fair Value US$96.37 27.3% undervalued intrinsic discount

Fair value of $81.50 suggests Netflix's strong future

1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
US$115.91
39.5% undervalued intrinsic discount
Fair Value
Revenue
10% p.a.
Profit Margin
35%
Future PE
26x
Price in 2031
US$170.31
US$94.66
26.0% undervalued intrinsic discount
Fair Value
Revenue
9.76% p.a.
Profit Margin
28.52%
Future PE
27.4x
Price in 2031
US$144.68
US$110.76
36.7% undervalued intrinsic discount
Fair Value
Revenue
14% p.a.
Profit Margin
24.3%
Future PE
32.52x
Price in 2031
US$169.67
US$120
41.6% undervalued intrinsic discount
Fair Value
Revenue
17.69% p.a.
Profit Margin
24.3%
Future PE
30.01x
Price in 2031
US$183.56
US$135.02
48.1% undervalued intrinsic discount
Fair Value
Revenue
16.35% p.a.
Profit Margin
24.05%
Future PE
40.84x
Price in 2030
US$224.75
US$82
14.5% undervalued intrinsic discount
Fair Value
Revenue
11.66% p.a.
Profit Margin
28.52%
Future PE
23.24x
Price in 2029
US$105.4
US$149.37
53.1% undervalued intrinsic discount
Fair Value
Revenue
8% p.a.
Profit Margin
29%
Future PE
50.08x
Price in 2030
US$229.03

Updated Narratives

NFLX logo

Fair value of $81.50 suggests Netflix's strong future

Fair Value: US$96.37 27.3% undervalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NFLX logo

Netflix's Attention Deficit: Pricing and Ads Racing Against View-Hour Stagnation

Fair Value: US$77 9.0% undervalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NFLX logo

Netflix’s Business Quality Is Clear. The Harder Question Is Whether The Stock Is Still Cheap

Fair Value: US$82 14.5% undervalued intrinsic discount
44 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with solid track record.

2 Risks
4 Rewards

Netflix, Inc. Key Details

US$48.4b

Revenue

US$24.6b

Cost of Revenue

US$23.8b

Gross Profit

US$10.1b

Other Expenses

US$13.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.28
49.12%
28.22%
47.5%
View Full Analysis

About NFLX

Founded
1997
Employees
16000
CEO
Theodore Sarandos
WebsiteView website
www.netflix.com

Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages. It also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices. Netflix, Inc. was incorporated in 1997 and is headquartered in Los Gatos, California.

Recent NFLX News & Updates

Narrative Update Jul 23

NFLX: Ads And Live Content Expansion Will Support Future Earnings Power

Analysts have trimmed their average Netflix price target, with the modelled fair value estimate moving about $12 lower to roughly $127. This reflects more cautious revenue growth assumptions and a reduced future P/E multiple, even as overall profitability expectations remain largely unchanged.
Seeking Alpha Jul 21

Netflix Enters Adulthood, And The Multiple Should Too

Summary Netflix (NFLX) is transitioning into a mature growth phase, with decelerating revenue but a durable moat built on scale, technology, and culture. I rate NFLX a Hold, citing a forward P/FCF of 28.5 and a fair value per share of $50-54, reflecting likely multiple compression. Revenue growth is slowing across all regions, and management’s shift to annual engagement reporting is a yellow flag to monitor. Despite slower growth, NFLX retains growth pillars in international expansion, ad business, and content innovation, supporting high-single to low-double-digit growth. Read the full article on Seeking Alpha
New Narrative Jul 20

Fair value of $81.50 suggests Netflix's strong future

Netflix (NASDAQ: NFLX) — Full Equity Underwrite Research posture: Constructive long term, cautious near term Price: $68.95 at the July 17, 2026 close Data cut-off: July 17, 2026 Short-term score: 46/100 — Mixed Long-term score: 80/100 — Strong The analysis follows the uploaded full-company, business-model, performance, risk and management frameworks. Valuation is structured around the valuation-method, DCF, reverse-DCF, price-trend and investment-score modules.

Recent updates

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