Added to YB: 2026-07-03
Pitch date: 2026-07-01
NFLX [bullish]
Netflix, Inc.
+3.41%
current return
Author Info
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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
$300.7B
Pitch Price
$75.09
Price Target
100.00 (+35%)
Dividend
N/A
EV/EBITDA
20.33
P/E
23.06
EV/Sales
6.51
Sector
Entertainment
Category
growth
Deep Dive (9/10): Netflix ($NFLX)
NFLX: Streaming leader down ~40% from $134 high to $81 on AI/engagement fears & abandoned $83bn Warner Bros bid. 325M subs, low <2% churn, durable pricing power, ad rev scaling 2.5x to ~$3bn (target $9bn by 2030). DCF base case $100 (~23-29% upside), bear $63. Rev ~12% CAGR, FCF ~18% CAGR to 2030, margins 29.5%→37%. BUY.
Read full article (10 min)