Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NASDAQ:NFLX

Netflix Inc. (NFLX)

77.32
-0.07 (0.08%)
as of Jun 18, 2026, 11:56:21 pm Market Open.
274 watching
0
WATCH
Revenues are declining, but a metric to watch is revenue-per-user especially in the new ad-supported tier. Taking profits short-term is possible, but Netflix is more a long-term play.
BUY
They're starting to put up good numbers because of their new movies. It's always been about their programming slate which means more subscribers around the world. They report Thursday.
BUY
FAANG no longer performs as a pack after last year's tech collapse. They're no longer secular growers. But Netflix is the new leader in megatech. As FAANGs were bottoming last October, Netflix was outperforming them and the indexes too. They reported a good quarter and released a great slate of movies and series. Amazon or Alphabet are weak in comparison (Meta is between them and Netflix). Netflix should rally along with the wider market, which according to analyst Larry Williams, should continue until Feb. 3
BUY
It's turning around. Got hammered earlier this year then has been climbing back. Still down 50% this year, but it's rebounded hard. They admitted they were wrong to resist the ad-supported model. Also, subs began to rise as earnings did.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 15/22, Up 19.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NFLX is progressing well. To remain disciplined, we recommend trailing up the stop to $260 at this time.
PAST TOP PICK
(A Top Pick Jan 25/22, Down 16%) He underestimated how people would react to a price increase. Lost subscribers. Now offers ad-based service at a lower price. Very competitive environment. Pretty good buy at this price. Pretty good content.
TOP PICK
He just picked it up. CEO is amazing. Building up gaming side through acquisitions. Subscribers are coming down, but global numbers are still phenomenal. Plan for ads has given them a boost, $1 cheaper than DIS. Buy in thirds here at $306, 295, and 285. Price target of $375. No dividend. (Analysts’ price target is $295.71)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 15/22, Up 24.8%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with NFLX has achieved its target at $300. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $200) to $225.
PARTIAL BUY
Allan Tong’s Discover Picks Consider PE. On New Year’s Eve 2020, Netflix shares hit $540.73 and traded at 99.79x. On October 19, 2022, shares changed hands at $272.38 and only at a 24.21x PE. That is a saner valuation that matches Apple‘s and even dwarfs Amazon‘s of 103x. Another tailwind: Netflix will crack down on password sharing by charging guilty parties an additional fee (something it has been testing in Latin America) which should enhance revenues. Read Are these 2 Tech Stock Bellwethers Still Alive? for our full analysis.
BUY ON WEAKNESS
It was the second-best performer on the Nasdaq in Q3. He likes them. Shares plunged until the stock looked like roadkill, but yesterday they reported spectacular numbers and shares soared today. Their Q3 report highlights: 6% sales growth YOY, $472 million in free cash flow vs. $78m expected, Asian memberships were up 23%, and 1% increase in ARPU (8% without currency fluctuations). Netflix notes that its rivals burn through money to market and add memberships, and this is unsustainable. They will crack down on account sharing. They want the street to focus on earnings and no longer membership. After the debacle earlier this year, Netflix is clearly coming back. 2023 will look a lot better than 2022. That said, don't chase these shares. Wait for a pullback.
COMMENT
If people don't mind watching commercials, then Netflix will soar. But his gut feeling is that people don't like commercials on Netflix, but he could be wrong.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly NFLX is introducing a new ad-based subscription tier that it expects will add subscribers and aid the bottom line. Recent earnings beat expectations and support a ROE of 30%. It has used some cash reserves to prudently retire debt. We recommend placing a stop loss at $200, looking to achieve $300 -- upside potential over 28%. Yield 0% (Analysts’ price target is $298.58)
PAST TOP PICK
(A Top Pick Jan 25/22, Down 37%) One of his most embarrassing top picks ever. He misunderstood how competitive the streaming business would be, namely Apple+ and Prime, and overestimated how Netflix could raise rates without losing viewers--viewers actually are not and unsubscribed. Plus, there was a general decline in tech stocks. But now shares are worth buying. He target $400-450.
DON'T BUY
Their numbers last night were better than expected, but were still horrific. They lost a million subscribers last quarters. Sure, NFLX tried, but that's not enough. It drives him nuts that Wall Street still considers NFLX significant.
DON'T BUY
It reports Tuesday. He expects their shareholders call to shed light on an ad-supported service. The company says there's more growth in streamn, but there's more competition in streaming, and their growth is shrinking.
Showing 31 to 45 of 249 entries