Netflix TodayNFLXNetflix$694.00 -7.35 (-1.05%) 52-Week Range$344.73▼$711.33P/E Ratio48.16Price Target$685.45Add to WatchlistNetflix Inc. NASDAQ: NFLX  is the world's largest subscription-based streaming video service, boasting more than 280 million global subscribers. The company added 8 million net new subscribers in its second quarter of 2024 while increasing average revenue per user (ARPU) by 5%. The company’s market capitalization is hovering around the $300 million mark. With nearly everyone connected ...

Finding companies with proven business models is essential in competitive industries.FuboTV (FUBO 0.60%) has been in the spotlight after its shares skyrocketed higher as much as 38% in a single week. But the streaming company continues to lose money, with analyst consensus estimates calling for further losses in 2025.Here's why Netflix (NFLX 1.28%) and Walt Disney (DIS 0.64%) stand out as the best buys in the streaming industry. Netflix is up big for good reasonsNetflix is now worth nearly double Disney -- ...

Investment Rating and Target Price - The report initiates coverage on Netflix with a **Buy** rating and a target price of **$808**, representing a **15% upside** from the current price of $701.35 [1][3] - The valuation is based on a 10-year DCF model and cross-verified with relative valuation methods, estimating Netflix's equity value at **$346.6 billion** (net debt of $7.3 billion deducted) [2] Core Investment Thesis - Netflix is the **global leader in video streaming**, with a **2.78 billion** subscriber base as of 2Q24, significantly ahead of competitors like Disney+ (1.5 billion) and Amazon Prime Video (1.2 billion) [1][7] - The company is expected to achieve a **12.9% CAGR in total revenue** from 2024 to 2027, driven by **8.7% CAGR in streaming revenue** and **9% advertising revenue contribution by 2026** [1][2] - Netflix's **globalization strategy** is a key strength, with **70% of subscribers and 55% of revenue** coming from outside the US & Canada [1][7] Subscriber Growth and Market Penetration - Netflix is projected to add **18.6 million**, **15.8 million**, and **17 million** net subscribers in 2025, 2026, and 2027, respectively, reaching **340 million subscribers by 2027** [1][8] - Key growth drivers include **content investment**, **ad-supported plans**, and **crackdown on password sharing**, with **EMEA and APAC regions** expected to contribute the most to subscriber growth [1][8] - The company has a **5 billion addressable market** of pay-TV households globally, with significant potential in markets like **France, Spain, Japan, South Korea, and India** [1][8] Content Strategy and Competitive Advantage - Netflix's **original content** accounts for **60%+ of its content library**, with a **high ROI** as the monthly content amortization cost per subscriber is **40%-50% of ARM** [1][7] - The company has won **184 Emmy Awards**, **29 Golden Globes**, and **22 Oscars**, showcasing its **content quality and production efficiency** [8] - Netflix's **recommendation algorithm** and **user insights** are key competitive advantages, with **80%+ of viewing time** driven by personalized recommendations [7][8] Advertising Business Potential - Netflix's **ad-supported plan** is expected to contribute **9.4% and 11% of total revenue** in 2026 and 2027, respectively, with **advertising revenue** projected to reach **$4.7 billion and $6.2 billion** in those years [2][9] - The **ad-supported plan** is gaining traction, with **40 million MAUs** as of May 2024, and is expected to achieve **parity with standard subscription plans** in the long term [9][42] Financial Projections - Netflix's **revenue** is expected to grow from **$38.7 billion in 2024E** to **$55.7 billion in 2027E**, with a **14.8% YoY growth in 2024** [2][3] - **Net profit margin** is projected to increase from **22.4% in 2024E** to **24.5% in 2027E**, with **net income CAGR of 16.4%** from 2024 to 2027 [2][3] - The company's **operating margin** is guided at **26% for 2024**, with expectations of further improvement to **28% by 2027** [2][9] Industry Overview and Competitive Landscape - Netflix is the **leading independent streaming platform** in the US, with **streaming surpassing cable TV in viewership share** in 2022 [7] - The streaming market is divided into **three categories**: **independent platforms (Netflix)**, **tech companies (Amazon, Apple)**, and **media conglomerates (Disney, Paramount)** [7] - The **US digital entertainment market** is projected to reach **$200 billion in 2024**, with **video-on-demand (VOD)** accounting for **$80 billion**, making it the largest segment alongside gaming [60][63] Valuation Metrics - Netflix's **2024E P/E ratio** is **34.7x**, declining to **22.0x by 2027E**, while the **P/S ratio** is expected to drop from **7.8x in 2024E** to **5.4x in 2027E** [3] - The company's **ROE** is projected to increase from **38.9% in 2024E** to **43.4% in 2027E**, reflecting strong profitability and efficient capital allocation [3]

The streaming pioneer's stock just climbed to its highest level in nearly three years. This could be just the beginning.When it comes to streaming video, there's Netflix (NFLX 1.28%) -- and then there's everybody else. The company is the undisputed pioneer in internet-delivered television, and it remains the one to beat in many respects. While the streaming wars have largely faded from sight in recent years, Netflix continues to be the dominant player in the space.Netflix hit a new all-time high this week, ...

Netflix (NFLX) , the streaming giant, has seen its stock price surge an impressive 40.5% year to date, outpacing the broader Zacks Consumer Discretionary sector and many of its peers in the entertainment industry. This remarkable performance comes despite concerns about a slowdown in user growth, which has been a key metric for investors in recent years. For third-quarter 2024, Netflix expects paid net additions to be lower than the year-ago period, which had the first full quarter impact from paid sharing. ...

And just like that, the streaming giant and tech titan Netflix Inc NASDAQ: NFLX is back at all-time highs. It will be a welcome occasion for investors and long-term fans who've been following it. They'll know more than most that the stock was last in blue sky territory in late 2021 and suffered more than most during the interest rate hikes and all the subsequent volatility through 2022 and 2023. For context, Netflix shares lost more than 75% of their value in the 7 months after hitting that last all-time hi ...

Netflix (NFLX) closed at $683.84 in the latest trading session, marking a -1.71% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.6% for the day. Meanwhile, the Dow experienced a drop of 0.39%, and the technology-dominated Nasdaq saw a decrease of 1.12%.Shares of the internet video service have appreciated by 11.75% over the course of the past month, outperforming the Consumer Discretionary sector's gain of 3.97% and the S&P 500's gain of 3.15%.The upcoming earnings ...

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Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Considering buying Netflix stock? Here’s what analysts think: ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...