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'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 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

Netflix is solidifying its dominance as the secular winner of the streaming wars, using global scale to dismantle linear TV. With 325M+ subscribers, strong content drives a loop of more subscribers and revenue, while the ad tier expands its market with high-margin revenue. Projected 2026-2028 growth of 21% in operating income and 24% in EPS justifies a premium. High Conviction Overweight, $120 December 2026 target, about 30x 2027 EPS of $4.01. Risks: rising content spend, EU regulation. 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 looks close to a double over five years even on conservative assumptions, as it keeps compounding at a healthy pace. Q3 guidance missed expectations, but management held FY26 revenue growth at 13-14%, implying some deceleration. Consensus sees EPS growing about 15% a year, and even a below-14% estimate gets close to a double. Risks include softer viewership, M&A and lower returns on incremental capital, though Netflix has emerged stronger from revenue pressure before. 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 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 looks set for a major earnings inflection, with a 35.2x forward P/E against 48.5x today. Earnings are growing 62.4% year over year on healthy 18.3% revenue growth, showing strong fundamental momentum. x.com