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.

Latest stanceBullish4.04
Reports8since Jan 20, 2026
Latest reportEN

Stance history

Bullish since Oct 23, 2026 (previously Neutral); 1 stance change across 2 scored reports since Jul 16, 2026.

  1. Neutral4.04
  2. Bullish4.04

Research timeline

  1. Deep Value Intelligence

    Netflix (NFLX) Deep Value Intelligence Report

    Bullish (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…

    Bullish4.04EN37 min
  2. 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…

    Neutral4.04中文43 min
  3. Deep Value Intelligence

    Netflix (NFLX) Deep Value Intelligence Report

    Neutral (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…

    Neutral4.04EN39 min
  4. 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…

    Neutral3.64中文31 min
  5. Research note

    Netflix (NFLX) Financial Research Report

    Netflix'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…

    EN41 min
  6. Deep Value Intelligence

    Netflix (NFLX) Deep Value Intelligence Report

    Deep Value Intelligence report on Netflix (NFLX), Feb 15, 2026. The debate highlights a classic tension in modern value investing: the conflict between…

    EN35 min
  7. Q4 2025

    Netflix Financial Research Report

    Netflix’s Q4 2025 results capped a strong year, exceeding its financial objectives. Quarterly revenue reached $12.05 billion, up 18% year-over-year, and…

    EN45 min
  8. 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…

    EN22 min

Compare with other Communication Services companies

All Communication Services stocks
CompanyIndustryLatest stancePrice · valueDateReports
NFLXNetflix Entertainment Bullish4.04 $67 · $138 8
TKOTKO Group Entertainment Neutral3.24 $195 1
GOOGLAlphabet Internet Content & Information Bullish3.81 $327 · $286 37
METAMeta Platforms Internet Content & Information Bearish3.72 $705 · $941 24
TMUS Telecom Services Neutral3.38 $149 · $545 1
OMCOmnicom Group Advertising Agencies Neutral2.56 $74 · $86 4
APPAppLovin Advertising Agencies Bullish3.92 $321 · $306 6
TMETencent Music Entertainment Group Internet Content & Information Bullish3.67 $9 · $148 3
ZGZillow Group Internet Content & Information Neutral2.99 $34 · $75 1

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