Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy at $81?
Quick Read – Netflix (NFLX) sits 39% off its all-time high as ad revenue heads toward $3 billion in 2026 and analysts target $114 a share. – Since April earnings NFLX dropped 25% while SPY gained 4%, with 10-year yields near a 96th-percentile high sustaining the growth-stock discount. – Insiders net-sold across 107 recent transactions and prediction markets give just 12% odds of NFLX reaching $90 by June. – 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 $81.27, Netflix (NASDAQ:NFLX) screens as compelling for investors researching quality growth at compressed multiples. A 39% drawdown from the all-time high has compressed one of the highest-quality compounders in media to a forward multiple that finally looks reasonable, just as the advertising business approaches scale.
Netflix runs the world’s largest paid streaming service with over 60% of Q1 sign-ups in ads markets flowing to its ad-supported tier and 4,000+ advertisers on the platform. The stock has been a casualty of institutional rotation out of premium growth multiples, accelerated by a 10-year Treasury yield sitting at 4.55% and a Fed funds rate held at 3.75% for roughly six months. The macro reset explains where shares trade, while business fundamentals remain intact.