Added to YB: 2026-01-26
Pitch date: 2026-01-22
NFLX [bullish]
Netflix, Inc.
-7.71%
current return
Author Info
No bio for this author
Company Info
Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages.
Market Cap
$329.3B
Pitch Price
$83.43
Price Target
120.00 (+56%)
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
special_situation
Netflix 4Q25 Earnings: Why The Library Bet Works
NFLX (new position): Engagement ceiling hit w/ 2% viewing vs 18% revenue growth. $82.7B Warner Bros Discovery buy solves it—libraries create 'keep reasons' between hits. Unlike AT&T's failed bet, Netflix has algorithmic discovery to surface 50K+ hrs of content, driving sustained engagement growth & 33%+ margins by 2027. Target $120.
Read full article (7 min)