NFLX Netflix, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:00
Sep 01
Sep 01
Netflix reports that Grand Theft Auto VI gameplay footage topped its viewing charts with 31.1.
Netflix reports that Grand Theft Auto VI gameplay footage topped its viewing charts with 31.1 million views last week.
02:14
Sep 01
Sep 01
Hold a global portfolio of strong US companies.
Instead of engaging in frequent sector rotation, investors should build a 'Best 11' global portfolio holding structurally sound US companies like NVIDIA, Alphabet, Eli Lilly (driven by Mounjaro), and Netflix, which offer strong long-term growth.
MED
16:15
Aug 30
Aug 30
Streaming shift still has long runway
After a 32% drawdown and valuation reset from over 40x toward the low 20s, Netflix still has a long growth runway because streaming is only about 45-46% of screen time and should eventually become 80-90%; AI-related content cost fears are overdone and subscriber growth is still in double digits.
HIGH
16:47
Aug 29
Aug 29
Author explicitly lists underrated buys he likes here.
Author explicitly lists underrated buys he likes here, framing these four names as current long positions with a bullish forward-looking view.
23:42
Aug 27
Aug 27
Great leadership makes the stock a buy.
Netflix is a buy and can bounce from current levels, as it is still run by the great team that built a terrific company, despite some recent poorly managed acquisition offers.
MED
10:00
Aug 27
Aug 27
Users are actively "loading the boat" with NFLX shares at current levels. Accumulation by retail traders indicates perceived value or an impending technical bounce. Long NFLX as a momentum/value accumulation play. Broader market chop could drag down individual tech/communication names.
LOW
23:46
Aug 25
Aug 25
Reddit is a strong buy at current levels.
Cramer is bullish on Netflix and believes Reddit is a ridiculous bargain at current levels, stating that Reddit is a strong buy with or without any potential synergies between the two companies.
HIGH
22:19
Aug 25
Aug 25
Netflix is a misunderstood, grinding media stock.
Netflix is the most misunderstood stock in the media sector, and despite recent drawdowns, it is grinding back and poised for significant long-term upside.
MED
13:21
Aug 25
Aug 25
Canada removing streamer taxes benefits Netflix
LeBlanc says Canada agreed to remove the digital services tax and reduce the payments/taxes that would have applied to American streaming services, explicitly citing Netflix as an example. The financial aspects of the streaming tax dispute were resolved, reducing a Canada-specific tax and cost burden on Netflix even though the broader U.S.-Canada trade package was not completed.
MED
22:09
Aug 24
Aug 24
Netflix solidifies dominance by integrating competitor apps.
Netflix is showing a strong upward trend by integrating competing streaming services into its own app, solidifying its dominance as the central hub of the streaming market.
MED
23:53
Aug 23
Aug 23
Netflix has 325M+ subscribers; author projects ~351M by Q4, and points to Bill Ackman’s return, live-event signup strength, and a six-hour exclusive GTA 6 window on Aug 27 as catalysts. If these catalysts drive a Q4 subscriber beat, NFLX could rally as investors re-rate sentiment heading into 2027. Long NFLX as a medium-term catalyst trade predicated on subscriber growth and sentiment shift. Subscriber math is speculative; GTA fans may not convert; exclusivity window is short; no valuation margin of safety; streaming competition and high expectations can limit upside.
HIGH
23:05
Aug 23
Aug 23
Long Uber, Netflix, Meta on AI margins
Long Uber, Netflix, and Meta as quality companies with heavy AI adoption focus, compressed valuations, and strong moats positioned to expand margins and sustain cash conversion.
MED
14:36
Aug 23
Aug 23
"Netflix, Disney can't compete for sports rights"
Avoid NFLX: author argues Netflix is structurally disadvantaged in sports rights because Amazon, Google, and Apple can spend more; bearish view but no explicit short position.
MED
14:30
Aug 23
Aug 23
Avoid NFLX on competition, stagnant share
Avoid NFLX because it faces competition from three of the richest companies that don't need to monetize their libraries, consumption is shifting away from Netflix-only, and market share is stagnating.
MED
20:00
Aug 18
Aug 18
Users are complaining about poor content quality, price hikes, and a buggy application. Deteriorating user experience and increasing costs without corresponding value creation destroy the bullish thesis and invite subscriber churn. Short NFLX due to fundamental product degradation and lack of a bullish catalyst. Netflix has historically maintained pricing power despite consumer complaints.
LOW
17:29
Aug 18
Aug 18
Seeking Alpha highlights Netflix's post-earnings drop and expanding FCF yield as a potential.
Seeking Alpha highlights Netflix's post-earnings drop and expanding FCF yield as a potential value opportunity, but the article presents analysis rather than an explicit author position.
15:11
Aug 18
Aug 18
The author is adding Netflix (NFLX) to the US share portfolio, signaling a bullish long view. No further rationale, position size, or price target is provided in the available text.
HIGH
10:00
Aug 18
Aug 18
Multiple users are celebrating Netflix's price action ("FINALLY NETFLIX FINALLY", "how bout dem netflix") on an otherwise blood-red market day. Relative strength on a heavy down day for the broader market indicates strong institutional buying or a significant technical breakout. Long NFLX as a momentum play showing divergence from the broader market dump. Broader market drag could eventually pull the stock down if the selloff intensifies.
LOW
10:00
Aug 17
Aug 17
NFLX is experiencing a dip amidst the broader market sell-off. Traders are actively identifying this specific dip as a buying opportunity, suggesting relative underlying strength compared to the rest of the market. Buy the intraday dip for a short-term reversion or bounce. The broader "2026 crash" macro environment could drag NFLX down further.
LOW
08:30
Aug 17
Aug 17
Netflix and Airbnb are cheaper defensive growth.
As part of a personal Plan B, about 40% of the portfolio can go to companies capable of growing annual revenue and profit by more than 10% that have been neglected by AI and have become cheap. He names Netflix and Airbnb as examples of companies that were previously too expensive but are now reasonably priced, offering long-term stability even if share prices fall.
MED
11:27
Aug 15
Aug 15
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
LOW
10:15
Aug 15
Aug 15
Amazon and Netflix ride romantasy adaptations.
Hollywood is betting that adaptations of the biggest romantasy series can extend the genre's lifespan and bring audiences into theaters and streaming while offsetting declining advertising revenue. Amazon is making a major bet on the 'Fourth Wing' series and Netflix is adapting 'Quicksilver,' positioning both platforms to benefit from intense rights bidding and an underserved female audience.
MED
23:11
Aug 13
Aug 13
Netflix at 200-week MA discount buy
Buy Netflix at its 200-weekly moving average, a long-term technical support level the author identifies as a discounted entry into a high-quality name.
MED
22:05
Aug 13
Aug 13
Netflix dominates OTT, Ackman bought stake
Bill Ackman's Pershing Square rebuilt a 4.9% stake in Netflix worth about $240 million because Netflix is executing well, dominating other OTT platforms, and improving profitability. The stock has lagged because it lacks AI, creating a potential re-rating opportunity if Ackman's call gains traction.
MED
16:53
Aug 13
Aug 13
Author argues Netflix’s ad revenue, AI enhancement, gaming, live sports, and global content expand consumer value. These catalysts can improve engagement and monetization while disciplined management avoids overpaying for M&A. Near-term bearishness is overdone; Netflix has multiple growth levers supporting long-term upside. Slower ad growth, engagement stagnation, competitive pressure, or valuation compression.
HIGH
14:58
Aug 13
Aug 13
Bill Ackman's Pershing Square disclosed six new holdings including Netflix, Visa, Mastercard.
Bill Ackman's Pershing Square disclosed six new holdings including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global in a regulatory filing.
12:20
Aug 13
Aug 13
Bill Ackman revamps his portfolio by adding six new holdings including Netflix, Visa.
Bill Ackman revamps his portfolio by adding six new holdings including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global, expecting strong earnings growth to drive long-term value.
01:05
Aug 13
Aug 13
Ackman's Pershing Square initiates new Netflix long
Pershing Square discloses a new long position in Netflix as part of its Q2 portfolio update; Ackman's fund has initiated the stake, signaling high-conviction fundamental bullishness from a major activist/value investor.
MED
22:18
Aug 12
Aug 12
Netflix owns AI filmmaking efficiency tools.
Whitesell argues that AI disruption of on-air talent is overstated and that AI's near-term role in Hollywood will be production efficiency and cost savings; he cites Netflix's acquisition of Ben Affleck's AI filmmaking company as a great solution that gives filmmakers more efficient production and creative options.
MED
23:57
Aug 11
Aug 11
Lower valuation makes Netflix a good buy.
Netflix's earnings remain solid and its price multiple has come down to 20, making it an attractive level to start a position or average down.
HIGH
About NFLX Analyst Coverage
Buzzberg tracks NFLX (Netflix, Inc.) across 66 sources. 141 bullish vs 16 bearish calls from 180 analysts. Sentiment: predominantly bullish (31%). 401 total trade ideas tracked. Past 7 days: 4 bullish, 2 watch. Latest voices: Bloomberg, Jung Woo-chang, Alejandro Estebaranz.