Quick Read – Netflix (NFLX) has dropped 44% over 12 months to just 22x earnings, with BMO’s $135 target implying nearly 100% upside driven by doubling ad revenue. – Warner Bros.
Discovery (WBD) surged 103% on its Paramount merger while Disney (DIS) fell 19%, making Netflix’s deep selloff a company-specific dislocation. – Bank of America’s Jessica Reif Ehrlich called the pullback ‘an overreaction,’ citing Netflix’s record share buyback as management’s own valuation signal. – 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. Netflix (NASDAQ:NFLX) currently trades at $67.60, while Wall Street’s consensus price target sits at $97.91, implying roughly 44.8% upside. The streaming giant runs the world’s dominant subscription video service with an audience approaching a billion people across 190+ countries and a rapidly scaling ad business guided to roughly double to approximately $3.0 billion in 2026.
Core financials remain elite: a 33.4% operating margin and a 49.5% return on equity. Yet the stock has cratered. At least one ratings house argues shares could nearly double from here.