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 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'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 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 

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 ad tier can improve its long-run economics while the stock prices in decline. It is the second most-watched platform on US TV behind YouTube; ad-tier members pay subscriptions and generate ad revenue, with room to improve fill and pricing. Revenue growth, margins and buybacks underpin an Overweight rating and $103 target, 46% upside at the preview price. The quarter was solid, but the soft Q4 guide and ad forecast cut from $3B to ~$2.7B are setbacks the author sees as fixable. x.com  … Show more

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's stock and content quality look poor, pointing to a slow grind lower. 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 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