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 competition and valuation leave its risk/reward well behind other opportunities. It competes with Amazon, Disney, Apple and YouTube, while trading at about 20x next-twelve-month earnings for roughly 14% annual EPS growth over the next few years. It is mostly a great company, but these numbers do not make it a multibagger. x.com  x.com  x.com  x.com 

Netflix's below-market multiple and expected revenue growth should limit downside despite another quarterly guidance miss. At 19.2x FY2026 EPS, it trades below the S&P 500 multiple with 10% long-term revenue growth. Third-quarter results broadly met expectations, but fourth-quarter revenue, operating income, EPS and margin guidance missed Wall Street estimates; last week's 6% workforce cut had telegraphed weakness. x.com 

Netflix's slowing growth and weaker outlook make it unattractive for now. Revenue growth decelerated to 11.8%, U.S. TV viewing share fell 0.8 percentage points, advertising guidance was reduced 10%, and full-year free-cash-flow guidance was cut $500M, despite expanding operating margins and better subscriber retention. x.com  x.com 

Netflix is not that cheap despite its collapsing stock price and lowest forward P/E in years. At about 20x forward earnings, with EPS growth driven mostly by buybacks, it trades at a 1 PEG, which is not compelling for low double-digit growth. There are better opportunities elsewhere. x.com 

Netflix's more reasonable valuation and efforts to get leaner make the stock tempting here. Its 18 P/E has come back down to earth and its forward valuation no longer trades at an expensive premium; Q3 earnings were solid, it laid off executives and 6% of staff, and it is significantly expanding live sports. Under $60 would be a smash buy. x.com  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 stock and content quality look poor, pointing to a slow grind lower. x.com 

Quality and price favor these eight stocks. Amazon improves as its multiple falls; Uber generates serious cash flow; Netflix is more profitable at a lower multiple; ServiceNow grew amid multiple compression. SoFi's appeal hinges on earnings near management's long-term expectations. McDonald's ranks among the world's highest-quality businesses at one of its more reasonable valuations in years. AI disruption weighs on Adobe's valuation; Brookfield compounds assets at a comfortable long-term price. … Show more

Netflix's revenue growth keeps slowing, with little sign yet that the trend will reverse. Third-quarter growth fell to 11.8% from 13.4% in the prior quarter; profit beat mainly on expense timing, while slower product rollouts held back revenue guidance. Competition remains the main concern: Apple, Amazon and Alphabet can spend heavily on streaming without relying on their libraries for profit. Nothing in the report was alarmingly bad, but there is little to get excited about. x.com