Is NFLX a good stock to buy?
We came across a bullish thesis on Netflix, Inc. on Nikhs’s Substack
In this article, we will summarize the bulls’ thesis on NFLX. Netflix, Inc.’s share was trading at $82.18 as of June 5th. NFLX’s trailing and forward P/E were 26.51 and 25.58 respectively according to Yahoo Finance.
Netflix, Inc. provides entertainment services worldwide. NFLX’s Q1’26 earnings reinforced a stronger trajectory than the market reaction implied, as the company transitioned from “Entertainment OS” toward “Attention OS” integrating streaming, live programming, games, podcasts, and discovery into a unified engagement platform. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Although Q2 guidance disappointed across revenue, EPS, and margins, underlying fundamentals remained robust with 16% revenue growth, 18% operating income growth, and a significant free cash flow beat, reinforcing the view that short-term guidance noise masked long-term structural acceleration. The abandonment of a potential Warner library acquisition clarified management’s conviction that engagement depth can be solved organically rather than through large content deals, with live events, pricing sophistication, and product expansion forming the second flywheel alongside the core subscription engine.