Story · Netflix
Netflix Is Getting Crushed. Here’s Why I’ll Start Buying
The article argues that Netflix (NFLX) stock, trading near its 52-week low of $65, is significantly undervalued. Despite a 27.9% year-to-date decline and a messy Q2 2026 earnings report (EPS $0.80, revenue $12.559 billion, FCF drop), the author presents a bullish case. Key points include a 24/7 Wall St. price target of $161.40 (138% upside), Netflix's 33% operating margin dwarfing Disney+, strong advertising revenue growth (guided to ~$3 billion in FY2026), a record $4.7 billion buyback, and insider buying by founder Reed Hastings (794,250 shares). The article also acknowledges bearish risks like front-loaded content costs and debt maturities, but concludes the stock is a buying opportunity.
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