NFLXCommunication Services · Entertainment
Netflix
DeepValues Research covers Netflix (NFLX) with 8 research reports since Jan 20, 2026. The latest Deep Value Intelligence report (Oct 23, 2026) ends with a Bullish stance (4.04/5), with the stock at $67 against a headline intrinsic value of $138. Sector: Communication Services · Entertainment. Bullish since Oct 23, 2026 (previously Neutral); 1 stance change across 2 scored reports since Jul 16, 2026.
Stance history
Bullish since Oct 23, 2026 (previously Neutral); 1 stance change across 2 scored reports since Jul 16, 2026.
Research timeline
-
Deep Value Intelligence
Netflix (NFLX) Deep Value Intelligence ReportBullish (4.04/5) on Netflix (NFLX), Oct 23, 2026. Price $67 vs intrinsic value $138, 51.9% margin of safety. Netflix is a high-quality, increasingly…
-
Deep Value Intelligence
Netflix(NFLX)深度价值情报报告中性(4.04/5)· Netflix(NFLX)· 2026年7月18日。股价 $69。NFLX 当前最突出的特征不是"便宜",而是商业模式质量显著抬升、盈利能力持续扩张、现金流已完成结构性…
-
Deep Value Intelligence
Netflix (NFLX) Deep Value Intelligence ReportNeutral (4.04/5) on Netflix (NFLX), Jul 16, 2026. Price $74. Netflix looks like a stronger business than its old "cash-burning streamer" label suggests…
-
Deep Value Intelligence
Netflix(NFLX)深度价值情报报告中性(3.64/5)· Netflix(NFLX)· 2026年4月16日。股价 $108。Netflix 已经证明自己是一家盈利能力极强的全球娱乐平台企业,但其商业模式的"平台化程度"仍未完全验…
-
Research note
Netflix (NFLX) Financial Research ReportNetflix's Q3 2025 results showed robust revenue growth but a mixed bottom line. Revenue reached $11.51 billion (up 17.2% year-over-year), matching…
-
Deep Value Intelligence
Netflix (NFLX) Deep Value Intelligence ReportDeep Value Intelligence report on Netflix (NFLX), Feb 15, 2026. The debate highlights a classic tension in modern value investing: the conflict between…
-
Q4 2025
Netflix Financial Research ReportNetflix’s Q4 2025 results capped a strong year, exceeding its financial objectives. Quarterly revenue reached $12.05 billion, up 18% year-over-year, and…
-
Q4 2025
EQUITY RESEARCH: NETFLIX, INC. (NFLX)Date: January 20, 2026 Subject: Deep-Dive Equity Research & Strategic Analysis Frameworks: Buffett Long-Term Performance Framework; Growth Investor…
Compare with other Communication Services companies
All Communication Services stocks| Company | Latest stance | Reports |
|---|---|---|
| NFLXNetflix | Bullish4.04 | 8 |
| TKOTKO Group | Neutral3.24 | 1 |
| GOOGLAlphabet | Bullish3.81 | 37 |
| METAMeta Platforms | Bearish3.72 | 24 |
| TMUS | Neutral3.38 | 1 |
| OMCOmnicom Group | Neutral2.56 | 4 |
| APPAppLovin | Bullish3.92 | 6 |
| TMETencent Music Entertainment Group | Bullish3.67 | 3 |
| ZGZillow Group | Neutral2.99 | 1 |










