Netflix (NFLX) Hisse Özeti
Netflix, Inc. dünya çapında eğlence hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
NFLX Community Fair Values
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Analyst Price Targets
Top Community Narratives
Netflix, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$74.14 |
| 52 Haftanın En Yüksek Seviyesi | US$126.71 |
| 52 Haftanın En Düşük Seviyesi | US$65.08 |
| Beta | 1.51 |
| 1 Aylık Değişim | 1.05% |
| 3 Aylık Değişim | -13.24% |
| 1 Yıllık Değişim | -38.81% |
| 3 Yıllık Değişim | 75.83% |
| 5 Yıllık Değişim | 43.70% |
| Halka arzdan bu yana değişim | 61,868.21% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Aug 07
NFLX: Advertising Scale And New Franchises Will Support Long Term Upside
Analysts cut the Netflix fair value estimate to about $94 from roughly $114, reflecting slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower future P/E multiple, even as margin expectations stay broadly intact. Analyst Commentary Recent research on Netflix points to a mixed backdrop.
Anlatı Güncellemesi • Aug 02
10-Q Update
Updated with the most recent quarterly report.Seeking Alpha • Jul 28
Writing Netflix Off Now Would Be A Mistake
Summary Netflix remains a buy despite recent stock weakness and a failed Warner Bros. Discovery deal. Q2 showed slowing revenue growth and margin contraction, but engagement remained resilient and full-year guidance was largely reaffirmed. The strategic pivot to live sports streaming aims to reaccelerate growth and strengthen competitive positioning. Valuation is at multiyear lows, with a forward P/E of 19.61 and a forward PEG below 1.0, suggesting undervaluation for long-term investors. Read the full article on Seeking AlphaRecent updates
Anlatı Güncellemesi • Aug 07
NFLX: Advertising Scale And New Franchises Will Support Long Term Upside
Analysts cut the Netflix fair value estimate to about $94 from roughly $114, reflecting slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower future P/E multiple, even as margin expectations stay broadly intact. Analyst Commentary Recent research on Netflix points to a mixed backdrop.Anlatı Güncellemesi • Aug 02
10-Q Update
Updated with the most recent quarterly report.Seeking Alpha • Jul 28
Writing Netflix Off Now Would Be A Mistake
Summary Netflix remains a buy despite recent stock weakness and a failed Warner Bros. Discovery deal. Q2 showed slowing revenue growth and margin contraction, but engagement remained resilient and full-year guidance was largely reaffirmed. The strategic pivot to live sports streaming aims to reaccelerate growth and strengthen competitive positioning. Valuation is at multiyear lows, with a forward P/E of 19.61 and a forward PEG below 1.0, suggesting undervaluation for long-term investors. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Yeni Anlatı • Jul 19
Netflix's Attention Deficit: Pricing and Ads Racing Against View-Hour Stagnation
Start with what happened, because what happened is not an opinion. After the close on Thursday, Netflix published its second quarter results.
Anlatı Güncellemesi • Jul 09
NFLX: Future Returns Will Rely On Scaling AI Ads Suite
Analysts have trimmed their Netflix fair value estimate slightly from about $90.80 to $88.66, reflecting lower Street price targets around $100. They continue to cite steady margin assumptions, a modestly reduced discount rate, and potential support from advertising growth, new pricing tiers, and possible M&A over time.Yeni Anlatı • Jun 27
Netflix’s Business Quality Is Clear. The Harder Question Is Whether The Stock Is Still Cheap
Netflix is no longer being debated as a broken streaming story. The real debate now is subtler: has it already done enough to justify the valuation, or is the market still underestimating how durable the cash flow model has become?Anlatı Güncellemesi • Jun 23
NFLX: Advertising Scale And Content Investments Will Support Long Term Upside
Analysts have trimmed their average Netflix fair value estimate slightly to about $114.15 from $114.56. This reflects more cautious assumptions around future price increases and user engagement, even as ad tier momentum and longer term advertising plans remain key parts of the story.
Yeni Anlatı • Jun 22
Netflix's Revenue Surge Will Hit 18% Despite Market Lows
Why Netflix continues to grow while reaching ATL’s Greg Peters has finally been left as the official Co-CEO of Netflix after Reed Hastings stepped down on June 4th leaving someone to take his place. Why this matters…… Hastings was a co-founder of Netflix.Analiz Makalesi • Jun 21
Netflix (NFLX) Stock Could Be 18.3% Undervalued After Proximity Media And TF1 Deals
Netflix (NFLX) is back in focus after announcing an exclusive multi year television partnership with Ryan Coogler’s Proximity Media, along with a new broadcaster deal with France’s TF1 that broadens its content approach. See our latest analysis for Netflix. These content wins come after a tough stretch for the Netflix share price, which is down 14.96% year to date and has a 1 year total shareholder return decline of 37.16%. However, the 3 year total shareholder return of 82.49% shows much...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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%.Anlatı Güncellemesi • 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.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 AlphaHissedar Getirileri
| NFLX | US Entertainment | US Pazar | |
|---|---|---|---|
| 7D | 3.4% | 3.6% | 4.2% |
| 1Y | -38.8% | -22.7% | 20.6% |
Getiri vs. Endüstri: NFLX geçen yıl % -22.7 oranında getiri sağlayan US Entertainment sektörünün gerisinde kaldı.
Getiri vs Piyasa: NFLX geçen yıl % 20.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| NFLX volatility | |
|---|---|
| NFLX Average Weekly Movement | 4.7% |
| Entertainment Industry Average Movement | 8.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: NFLX son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: NFLX 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1997 | 16,000 | Ted Sarandos | www.netflix.com |
Netflix, Inc. dünya çapında eğlence hizmetleri sunmaktadır. Şirket, çeşitli türlerde ve dillerde televizyon (TV) dizileri, belgeseller, uzun metrajlı filmler, oyunlar ve canlı programlar sunmaktadır. Ayrıca üyelerine TV'ler, dijital video oynatıcılar, TV set üstü kutuları ve mobil cihazlar dahil olmak üzere bir dizi internet bağlantılı cihaz aracılığıyla akış içeriği alma olanağı sağlar.
Netflix, Inc. Temel Bilgiler Özeti
| NFLX temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$308.71b |
| Kazançlar(TTM) | US$13.65b |
| Gelir(TTM) | US$48.37b |
22.6x
F/K Oranı6.4x
P/S OranıNFLX aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| NFLX gelir tablosu (TTM) | |
|---|---|
| Gelir | US$48.37b |
| Gelir Maliyeti | US$24.61b |
| Brüt Kâr | US$23.76b |
| Diğer Giderler | US$10.11b |
| Kazançlar | US$13.65b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.28 |
| Brüt Marj | 49.12% |
| Net Kâr Marjı | 28.22% |
| Borç/Özkaynak Oranı | 47.5% |
NFLX uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/09 07:52 |
| Gün Sonu Hisse Fiyatı | 2026/08/07 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Netflix, Inc. 83 Bu analistlerden 46, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Hannah Kleiven | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |