Added to YB: 2026-07-21
Pitch date: 2026-07-17
NFLX [neutral]
Netflix, Inc.
+0.52%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
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
$287.1B
Pitch Price
$68.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
21.72
EV/Sales
6.09
Sector
Entertainment
Category
value
The Netflix Engagement Panic Is Wrong: Q2-26 Earnings Review
NFLX (earnings): Q2 rev +13.4% to $12.56B, EPS +11% to $0.80, both in-line; FY guide held ($51-51.4B rev, 31.5% op margin, ~$12.5B FCF, ads ~doubling to $3B). Selloff is multiple, not estimates—analysts cut PTs on valuation but kept Buys. Record 0.87x asset turnover, ~43% norm ROE, $4.7B record buyback ($27.1B left). ~18.7x 2026E at $67, below S&P. Penalty box now, weighing machine later.
Read full article (16 min)