Netflix's latest price increase is a bullish signal for the stock. x.com  x.com 

Netflix's long-term setup is highly asymmetric because the market is ignoring strong execution: the ad tier is scaling rapidly, free cash flow is massive, buybacks continue and valuation multiples have compressed. The stock has based off its $65 bottom, and an unfilled gap at $99-106 is a magnet likely to be filled eventually. Short-term action is choppy, but low sentiment is where the best accumulation zones form. x.com 

Netflix faces high costs to keep producing major hits, while live TV is expensive and competitive and viewing habits are changing rapidly. It remains a good business and the stock should eventually find support, but even after its decline it is not appealing at this level. x.com 

Netflix's control of its own content keeps growth avenues open even as quality and popularity ebb and flow. Production is costly, but being able to make more is hugely underrated. YouTube pays creators more than double what Netflix spends; its content is not free. Ads need time to gain traction, with live sports where they should prove their worth. Solid earnings outweigh weak short-term guidance; Netflix should become one of Wall Street's hottest stocks again, with targets well into the $150s. … Show more

Netflix's growing free cash flow leaves room to keep returning capital to shareholders. It repurchased about $4.8 billion of shares in Q3 and nearly $13 billion over the past 12 months, supporting long-term bullishness. x.com 

Netflix's earnings growth cannot keep relying on price increases or a one-time ad-tier rollout when future ad growth depends on impressions. The password-sharing crackdown, ad tier and repeated price hikes amid declining time spent signal a mature business; podcasts and live sports look like attempts to find another growth leg. There is no reason to own the stock beyond its discount to historical valuation, which it should command. x.com  x.com 

Netflix's improving engagement and record free-cash-flow yield make its continued stock decline look misplaced. Viewing hours rose 24% year over year; CEO Greg Peters said Q3 churn improved globally and in the US, beating forecasts. CFO Spence Neumann expects sustained double-digit revenue growth. x.com  x.com 

Netflix's 11.5% year-over-year paid-membership growth shows the business is still expanding despite the stock's 43% fall over the past year. Revenue grew 13.4% year over year too, making this look like a broken stock, not a broken company. x.com 

Netflix's low-double-digit earnings growth, which could slow to single digits, makes 20x P/E an extremely fair 2030 multiple. Projected 2030 EPS of $6.30 implies a $126 target. From $63, the modeled 18.9% annual return over four years is decent but not exciting; from $45, it is 22.9% over five years. Netflix is not cheap enough yet, but $45 gets attention. x.com 

Netflix no longer needs perfect execution after its valuation reset to about 20-22x forward earnings and 5.5-6x forward sales, from 50x+ and 10x+ at the peak. It is still expected to top $50B in 2026 revenue with double-digit growth, a 30%+ operating margin and substantial free cash flow; the post-earnings drop came from a slight Q3 guidance miss, not a broken business. The chart may be basing, with support at $68-70 and invalidation near $65; reclaiming $76-80 would signal momentum shifting. … Show more