NFLX Netflix, Inc. Loading... : Bullish and Bearish Analyst Opinions
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04:40
Jul 19
Jul 19
Motley Fool reports that Netflix stock remains attractive despite recent dip due to sports streaming opportunities.
16:00
Jul 18
Jul 18
Netflix’s FCF yield is 4.3% at current price; stock down ~50% from peak; ads business doubled YoY; low-teens growth projected. At 4.3% FCF yield the market assumes permanent stagnation, but ads and pricing power support continued growth—creating a margin of safety. NFLX is a high-quality business trading at a deep discount; author is selling puts at $65 and plans to add more at $60 (5% FCF yield). Subscriber growth stalls, ad revenue disappoints, or competition intensifies; guidance could continue to weaken.
HIGH
00:13
Jul 18
Jul 18
U.S. chip stocks extend their slide while Netflix shares tumble following a growth warning reported by the Wall Street Journal.
23:00
Jul 17
Jul 17
Netflix ad revenue is undervalued by market.
Netflix's advertising business is on track to double to $3 billion this year, still far behind YouTube, representing significant upside that the market is not fully crediting. The company's short-form content strategy further boosts the revenue opportunity.
MED
21:25
Jul 17
Jul 17
Netflix lacks library scale, retention risk.
Netflix lacks a deep content library compared to legacy media companies like Paramount, NBC, and Warner Bros. M&A activity among those rivals makes it harder for Netflix to license library product from third parties. This library deficiency limits Netflix's ability to retain subscribers and fight churn, as old-school syndication and repeatable series are valuable for retention. Without greater scale in existing libraries, Netflix faces a retention headwind.
MED
21:03
Jul 17
Jul 17
Netflix slowing sales growth is a concern.
Netflix shares dropped after forecasting a second straight quarter of slowing sales growth, with revenue growth decelerating to 11.7%—the slowest since late 2023—while capex has been steadily rising, underscoring a fundamental concern that spending is not translating into faster top-line expansion.
HIGH
20:26
Jul 17
Jul 17
Netflix sell-off overdone
Netflix's post-earnings decline of over 11% pre-market looks overdone given the stock was already down 40% over the past 12 months and sentiment was weak going in, suggesting the sell-off is excessive.
MED
18:12
Jul 17
Jul 17
Elite company with strong growth and cash flow.
Netflix is an elite company with strong revenue and EPS growth, accelerating free cash flow, and no hyperscaler capex issues. The valuation is adequate, making it a strong buy, especially when using options to limit downside risk.
HIGH
17:49
Jul 17
Jul 17
Netflix has unfound levers for growth.
Netflix has underappreciated levers (tiered plans, binge-watch fees, early access premium) that can sustain double-digit revenue growth for years even if engagement slips. Current sell-off is overdone; the technical data point on the U.S. price hike does not reflect real subscriber loss. Maintains buy rating with $100 target.
MED
17:19
Jul 17
Jul 17
Avoid Netflix due to competition and content
Netflix faces intense competition from other streaming platforms (Apple, Prime, HBO) and its content quality has declined, making the stock unattractive to buy at current levels.
LOW
16:24
Jul 17
Jul 17
Netflix sell-off overdone.
Netflix's post-earnings drop of over 11% feels overdone given weak sentiment going in and the stock already down 40% over the past 12 months; the quarter was mixed, not catastrophic.
MED
16:05
Jul 17
Jul 17
Bearish NFLX view: author says modest view-hour growth acceleration highlights current company problems; no explicit short position, puts, or actionable short call is stated.
MED
15:31
Jul 17
Jul 17
Netflix engagement improving, live sports driving growth.
Netflix engagement metrics are improving, with a third straight half of acceleration; live sports is a Trojan horse driving sign-ups and advertising revenue; the bear case's core metric is moving against the bears, and the sell-off is overdone.
MED
15:09
Jul 17
Jul 17
Netflix is broken, avoid
Netflix posted its worst earnings ever, the stock is down 50% with no bottom in sight. The company no longer makes many good shows, gets outcompeted by Apple TV and YouTube, and is in a 'deep midcurve spot' where it struggles to retain engagement. Thread Guy sees no way to fix it as CEO.
MED
14:28
Jul 17
Jul 17
Netflix sell-off overdone; ad catalysts ahead.
The 11% premarket sell-off in Netflix is overdone. Q2 results were fine, Q3 miss was small, and engagement hours grew 2% in H1 despite fears. Historically, low engagement growth didn't prevent 12-16% revenue growth. Catalysts ahead include ad revenue doubling this year and scaling to over 10% of revenue, margin expansion, content variety additions (podcasts, vertical video clips), and $5B in share buybacks. Maintains Buy rating.
HIGH
14:23
Jul 17
Jul 17
Revenue miss and soft Q3 guidance; author cites eroding moat due to competition, market saturation, and limited live sports. If growth fails to re-accelerate, the stock's premium valuation (historically high P/E) could compress, especially as ad revenue growth may not fully offset subscriber slowdown. Short Netflix on thesis that competitive pressures and saturation will cap upside, while weak engagement transparency undermines investor confidence. Ad revenue growth could surprise positively; Netflix may secure live sports deals; broader market rotation into growth/tech could lift NFLX.
MED
14:17
Jul 17
Jul 17
Netflix sell-off looks overdone.
The pre-market drop of over 11% in Netflix shares following Q2 results feels overdone, given sentiment was already weak and the stock was down 40% over the past 12 months before the open.
MED
14:17
Jul 17
Jul 17
Netflix disclosed that it used artificial intelligence to produce 17 minutes of a documentary twice as fast and at half the cost.
14:02
Jul 17
Jul 17
The author warns of a stealth correction with many former leaders down over 40%, but advises tightening stops rather than indiscriminate exits, maintaining a cautious watch on listed names.
LOW
13:30
Jul 17
Jul 17
Netflix shares fell as much as 12 percent, marking their largest single-day decline since April 2022.
12:23
Jul 17
Jul 17
Netflix stock falls over 11 percent after reporting weaker than expected earnings and is now down 50 percent over the past year.
12:20
Jul 17
Jul 17
Netflix near bottom, buy the flush.
Netflix is near a bottom, supported by attractive valuation (trading at ~20x earnings with 10-15% EPS growth and pricing power), comparing favorably to high-multiple staples like Walmart, Costco, and P&G. Management has a track record of overcoming short-term slowdowns, and the post-earnings sell-off is creating a capitulation flush that will clean out weak hands, after which the stock can move higher. He is adding to his position on weakness.
HIGH
12:16
Jul 17
Jul 17
Premarket movers show Mag 7 stocks and chipmakers all lower amid a broad tech selloff, with Autoliv, Intuitive Surgical, Netflix, and Staar Surgical all falling on earnings-related news.
10:00
Jul 17
Jul 17
“NFLX call is literally at zero,” “Netflix can actually die,” stock down heavily after earnings. Streaming growth narrative broken; subscriber saturation and high valuation now repricing. Community views NFLX as a falling knife with no catalyst to reverse. Possible short squeeze if earnings beat or pivot to new revenue (porn joke shows desperation).
LOW
09:53
Jul 17
Jul 17
Bernstein reduces its price target for Netflix to 95 dollars from 100 dollars, reflecting a cautious outlook on the streaming company.
09:17
Jul 17
Jul 17
Morgan Stanley reduces its price target for Netflix to 83 dollars from 90 dollars.
08:45
Jul 17
Jul 17
Netflix reported Q2 revenue in line with projections but lowered its Q3 revenue and earnings forecast, causing a stock decline.
08:28
Jul 17
Jul 17
Netflix shares drop 9.2% in premarket trading after the company forecasts third-quarter revenue and profit below analyst estimates.
08:08
Jul 17
Jul 17
Netflix shares fell 9.5% after the company's third-quarter forecast came in below analyst estimates.
About NFLX Analyst Coverage
Buzzberg tracks NFLX (Netflix, Inc.) across 55 sources. 106 bullish vs 12 bearish calls from 141 analysts. Sentiment: predominantly bullish (30%). 309 total trade ideas tracked. Past 7 days: 15 bullish, 3 bearish, 53 watch. Latest voices: FirstSquawk, u/Navelabob, stockmarketnerd.