Why the fuck is Netflix down 40% over the past year?
u/Independent-Eye9513 ·
Reddit — r/wallstreetbets
· August 01, 2026 at 00:00
· ⬆ 129 pts
· 💬 397 comments
| View on Reddit ↗
AI Summary
Summary
OP is baffled by NFLX falling 40% from mid-2025 highs and argues the company is fundamentally unchanged.
Thesis: NFLX at ~$75 is “undervalued as fuck” and due for a bull run soon.
Quality: speculative noise; no earnings, valuation, or subscriber metrics provided.
Score129
Comments397
Upvote %76%
▶ Full Post Text
Netflix is down over 40% from its highs in the summer of 2025. I don’t understand how the company is 40% less valuable than it was last year, like what has actually changed since then? People still watch Netflix every day and they still make plenty of money from it. I seriously don’t think that they are worth 40% less now than last year when everything functions the same and there are going to be plenty of new shows and seasons in the coming years that people are garenteed to watch. I think it’s bound for a bull run soon because I think 75$ is undervalued as fuck for this company.
NFLX has dropped roughly 40% from summer 2025 highs to ~$75 despite continued everyday viewership. If the market overcorrected, any positive catalyst could drive a sentiment-driven rebound. Speculative long based on valuation gut-check, not detailed fundamentals. Subscriber churn, weaker content slate, competition, and further multiple compression.
This Reddit post, published August 01, 2026,
features u/Independent-Eye9513
discussing NFLX.
1 trade idea extracted by AI with direction and confidence scoring.