Quick Read – Netflix (NFLX) trades within $3 of its 52-week low despite raising FY26 free cash flow guidance to $12.5 billion with 32% operating margins. – The $2.80 billion Warner Bros. termination fee inflated Q1 net income, masking an underlying EPS miss of nearly 9%. -…
irty-seven of 50 analysts rate NFLX a Buy with zero Sell ratings, pointing to a consensus price target of $114. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn’t make the cut. Grab the names FREE today
At $73.78, Netflix (NASDAQ:NFLX) looks compelling at current levels. Shares sit barely above the $70.86 52-week low after shedding 44.24% of its value while the broader market rallied. Netflix dominates global subscription video with more than 325 million paid memberships, an advertising tier scaling toward $3 billion in 2026 revenue, and operating margins approaching 31.5%.
The selloff traces to a Q1 EPS miss, the abandoned Warner Bros. deal, and content-amortization fears, yet the operating engine has measurably accelerated. A Pullback That Looks Disconnected From Fundamentals Buyers see a rare valuation reset in a category-defining business. Netflix trades at a trailing P/E of 24x and a forward P/E of 23x, modest for a company guiding to 12% to 14% revenue growth and FY26 free cash flow of $12.5 billion, raised from $11 billion.