Quick Read – Netflix (NFLX) reaffirmed 2026 guidance of 12-14% revenue growth and 31.5% operating margin, with free cash flow lifted to $12.5B, while the advertiser base grew 70% to over 4,000 buyers targeting $3B in ad revenue for 2026.
Buybacks totaling $31.8B in authorization are providing sustained buying pressure on the $383B market cap company. – Netflix stock has underperformed the broader market by 23% over the past year despite expanding margins and compounding free cash flow, with execution on ad revenue growth and engagement metrics determining whether the stock closes the valuation gap at $114.56 consensus target or confirms it as a value trap. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Netflix wasn’t one of them
Get them here FREE. At $90, Netflix (NASDAQ:NFLX) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day.
The stock treaded water year-to-date while the broader market rallied, and the question for the next twelve months is whether that gap closes by Netflix catching up or by Netflix admitting something is broken. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Netflix wasn’t one of them. Get them here FREE.