Added to YB: 2026-07-21
Pitch date: 2026-07-17
NFLX [bullish]
Netflix, Inc.
-1.05%
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
$287.1B
Pitch Price
$68.31
Price Target
90.00 (+33%)
Dividend
N/A
EV/EBITDA
19.06
P/E
21.72
EV/Sales
6.09
Sector
Entertainment
Category
growth
NETFLIX AT $68: THE MARKET SOLD THE WRONG LINE
NFLX: Sold 9% to ~$68 on 'decelerating' 13% rev growth, but op income compounding 20%+ ($16.1B '26 vs $13.3B '25), margin 31.5% vs 29.5%, FCF $12.5B. Ads doubling to ~$3B. Record $4.7B buyback. Trades 18x op income, 23x FCF (4.3% yield). PT high-$80s/low-$90s, 25-35% upside 12-18mo. Risk: premium multiple, maturing core.
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