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NFLX logo

Netflix, Inc. Stock Price

NasdaqGS:NFLX Community·US$337.5b Market Cap
  • 15 Narratives written by author
  • 4 Comments on narratives written by author
  • 1623 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NFLX Share Price Performance

US$80.81
-40.60 (-33.44%)
​
US$82.00
Fair Value
US$80.81
-40.60 (-33.44%)
1.5% undervalued intrinsic discount
US$82.00
Fair Value
Price US$80.81
Ivoed US$82.00
AnalystConsensusTarget US$94.04
andre_santos US$98.71
Sat, 27 Jun 26
Fair ValueUS$82.00
Share Pricen/a

NFLX Community Narratives

IV
Ivoed's
Fair Value
·
Fair Value US$82 1.5% undervalued intrinsic discount

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

15users have liked this narrative
2users have commented on this narrative
114users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$94.04 14.1% undervalued intrinsic discount

Global Ad Tech Rollout Will Spark Future Prosperity

4users have liked this narrative
0users have commented on this narrative
387users have followed this narrative
AN
andre_santos
andre_santos's
Fair Value
·
Fair Value US$98.71 18.1% undervalued intrinsic discount

Netflix - A Fundamental Valuation

2users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
NFLX logo
Netflix

Fair value of $81.50 suggests Netflix's strong future

Netflix is shifting from chasing new subscribers to making more money from the audience it already has, with ads, pricing changes, and new kinds of content doing more of the heavy lifting. But slowing growth and less detail on viewing habits are making investors nervous—so the stock’s pullback may be either a warning sign or a chance to buy a stronger business at a more reasonable price.Read more

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WA
US$96.37
16.1% undervalued intrinsic discount
Wavefarer's
Fair Value
Revenue
10.22% p.a.
Profit Margin
28.22%
Future PE
21.03x
Price in 2036
US$223.48
View
NFLX logo
Netflix

Netflix's Revenue Surge Will Hit 18% Despite Market Lows

Netflix leans into ads, live sports, and tighter account rules to grow faster even while the stock falls. New leadership bets on bigger partnerships and more in-house production to drive the next phase—and there are clear customer and execution risks along the way.Read more

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JA
Jacobm2488123
US$115.91
30.3% undervalued intrinsic discount
Jacobm2488123's
Fair Value
Revenue
10% p.a.
Profit Margin
35%
Future PE
26x
Price in 2031
US$170.31
View
NFLX logo
Netflix

Netflix: Why I bought again.

Netflix keeps finding new ways to bring in more viewers worldwide, and that growing customer base is starting to feed both sales and profits at the same time. The big question is whether it can keep that momentum as rivals push harder and choices like pricing and content investment get trickier.Read more

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TH
US$94.66
14.6% undervalued intrinsic discount
Thomas_Bayne's
Fair Value
Revenue
9.76% p.a.
Profit Margin
28.52%
Future PE
27.4x
Price in 2031
US$144.68
View
NFLX logo
Netflix

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.Read more

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RO
US$110.76
27.0% undervalued intrinsic discount
Roaming446's
Fair Value
Revenue
14% p.a.
Profit Margin
24.3%
Future PE
32.52x
Price in 2031
US$169.67
View
NFLX logo
Netflix

Netflix is undervalued

Through the recent battle between Netflix and Paramount about acquiring Warner's Brothers, investors have been very bearish about Netflix, selling it off. Now Netflix is trading at one of the lowest it's traded in 52 weeks.Read more

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MI
US$120
32.7% undervalued intrinsic discount
mil0m9's
Fair Value
Revenue
17.69% p.a.
Profit Margin
24.3%
Future PE
30.01x
Price in 2031
US$183.56
View
NFLX logo
Netflix

Netflix - A Fundamental Valuation

Netflix’s streaming lead still looks durable, and the case rests on it turning new tools into a cheaper way to make and recommend shows while keeping viewers hooked. The bigger question is whether intense rivals and the unknown impact of AI can chip away at that advantage before the business matures further.Read more

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AN
andre_santos
US$98.71
18.1% undervalued intrinsic discount
andre_santos's
Fair Value
Revenue
7.95% p.a.
Profit Margin
30%
Future PE
25x
Price in 2036
US$229.33
View
NFLX logo
Netflix

Positioned to Win as the Streaming Wars Settle

Netflix has quietly moved from being a high-growth disruptor to a highly profitable global media platform. After years of heavy content spending and margin pressure, the company is now firmly in its cash-generation phase , with improving operating leverage and a clearer long-term strategy than most of its peers.Read more

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IN
Investingwilly
US$135.02
40.1% undervalued intrinsic discount
Investingwilly's
Fair Value
Revenue
16.35% p.a.
Profit Margin
24.05%
Future PE
40.84x
Price in 2030
US$224.75
View
NFLX logo
Netflix

Netflix Potential Opportunity Due To Usage Of AI By Improving Profit Margin

Netflix is shifting from “subscriber growth at any cost” to a more balanced model that blends subscriptions with ads, while also branching into things like live events and gaming. A new push to use AI in production could cut time and costs on shows, but tough rivals and rising content commitments could still squeeze results.Read more

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DO
DownUnder
US$149.37
45.9% undervalued intrinsic discount
DownUnder's
Fair Value
Revenue
8% p.a.
Profit Margin
29%
Future PE
50.08x
Price in 2030
US$229.03
View
NFLX logo
Netflix

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

Netflix keeps growing sales and buying back stock, yet people aren’t spending much more time watching—raising the question of how long it can keep leaning on higher prices and ads. The bigger threat isn’t another streamer but free video platforms, and the company’s choice to share less viewing detail adds another layer of doubt.Read more

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TR
tripledub
Recommended Voice
US$77
4.9% overvalued intrinsic discount
tripledub's
Fair Value
Revenue
8.97% p.a.
Profit Margin
28.22%
Future PE
21.03x
Price in 2031
US$112.34
View
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Trending Discussion

WE
weeez
NFLX logo

Where did you get the trailing P/E from? When I research, I find a trailing P/E of 23.4-24.

2
|
0
CR
CRO1
NFLX logo

https://simplywall.st/community/narratives/us/media/nasdaq-nflx/netflix/300vhk1j-netflix-is-going-to-grow-sales-by-97752percent-and-will-have-a-285percent-more-cozy-profit?utm_source=share&utm_medium=web

0
|
0
SH
NFLX logo

Hello, everyone.Thank you for helping out.I don't know much about this

0
|
0

Recently Updated Narratives

AN
andre_santos
NFLX logo

10-Q Update

Fair Value: US$98.71 18.1% undervalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
WA
NFLX logo

Fair value of $81.50 suggests Netflix's strong future

Fair Value: US$96.37 16.1% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
TR
tripledub
NFLX logo

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

Fair Value: US$77 4.9% overvalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Solid track record with excellent balance sheet.

2 Risks
3 Rewards
View Full Analysis

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

Seeking Alpha • 5h

Netflix: We're Near The Bottom - I'll Pounce On The Breakout Or Retrace

Summary Netflix, Inc. offers compelling value with robust fundamentals and a durable global moat, despite near-term uncertainty on entry timing. Management targets ad revenue doubling to $3B by 2026, with strong ARPU, retention, and a free-cash-flow-rich model supporting aggressive buybacks. Growth risks stem from decelerating organic expansion and high competition for attention, but NFLX's valuation remains attractive versus sector medians. I recommend buying NFLX on a breakout above $90 or near $70, balancing operational strength, growth runway, and macro headwinds. Read the full article on Seeking Alpha

Recent updates

No updates

Netflix, Inc. Competitors

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Meta Platforms

Symbol: NasdaqGS:META
Market cap: US$1.5t
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Walt Disney

Symbol: NYSE:DIS
Market cap: US$185.7b
SPOT logo

Spotify Technology

Symbol: NYSE:SPOT
Market cap: US$111.8b
View more competitors

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