NFLX — Ruthless Review: The Network Is Built. Now Make It Pay.
Netflix has built a mature, globally distributed content and subscriber platform that can generate attractive cash returns without requiring subscriber growth. Revenue can expand through pricing increases, advertising monetization, and international expansion on its existing asset base, with multiple compounding levers that don't need to succeed spectacularly individually.
At post $67.05·Now $65.85-1.8% since postedas of Oct 23, 4:45 PM ET
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“Not yet in position; would be looking to accumulate under 60”
I like Netflix: Entering into value territory
Netflix trades at a reasonable 20x earnings despite growing operating income at 20%+ annually. Engagement growth is weak but execution-driven, not fundamental; churn remains low at 2% monthly. At current valuations the stock offers value, especially if earnings growth continues at 15%+, implying a 18-19x forward PE.
At post $65.04·Now $65.85+1.3% since postedas of Oct 23, 4:45 PM ET
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Netflix reports Tuesday. Reverse DCF walkthrough
At ~$70, Netflix requires only ~9% annual free cash flow growth over 10 years to justify its valuation, well below its recent 38% growth pace, providing meaningful margin of safety. Strong cash generation ($9.5B in 2025, ~$11B guided for 2026), expanding margins, and a 325M+ subscriber base with under half addressable households reached support the case.
At post $69.85·Now $65.85-5.7% since postedas of Oct 23, 4:45 PM ET
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“Iron Condors on Netflix”
Jersey Mike's and Applovin are my next bets
Author is running Iron Condor options strategies on Netflix, indicating a neutral to range-bound directional view with defined risk/reward.
At post $69.70·Now $65.85-5.5% since postedas of Oct 23, 4:45 PM ET
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NETFLIX - Value Buy?
Author is exploring Netflix as a potential value buy with projected upside of 120-135 and downside of 25, but hesitant due to extreme risk-reward asymmetry. Post seeks community input to determine whether the position is attractive at current levels.
At post $67.06·Now $65.85-1.8% since postedas of Oct 23, 4:45 PM ET
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Near 52-week low names you are accumulating or on your watchlist?
Netflix has declined and the author bought in below levels of prominent investor Bill Ackman, though expresses some uncertainty about content quality and value.
At post $69.58·Now $65.85-5.4% since postedas of Oct 23, 4:45 PM ET
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Is the market overreacting about Netflix growth in the US?
Netflix is undervalued at 20x forward P/E despite US market maturity, with significant upside potential from ads monetization not yet maximized and strong emerging-market subscriber growth across South America, Asia, and Africa. Share buybacks provide downside support.
At post $69.58·Now $65.85-5.4% since postedas of Oct 23, 4:45 PM ET
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Sold 9,248 @ $75.79 avg · $700,907 · 2026-08-10
Form 4: Neumann Spencer Adam sold NFLX
Neumann Spencer Adam (Chief Financial Officer at NETFLIX INC) reported an open-market sale of 9,248 shares of NFLX at an average $75.79, roughly $700,907, in a Form 4 filed 2026-08-10.
At post $76.29·Now $65.85-13.7% since postedas of Oct 23, 4:45 PM ET
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$NFLXr/ValueInvestingDiscussionbullish u/Navelabob · 98d ago2 prior · 100% at 3mo Netflix at a 4.3% cash flow yield is the definition of value
Netflix trades at an attractive 4.3% FCF yield after a 50% decline, driven by valuation reset rather than business deterioration. The author expects continued growth from price increases, ads business expansion, and live events, making the stock compelling relative to risk-free rates.
At post $67.60·Now $65.85-2.6% since postedas of Oct 23, 4:45 PM ET
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Streaming giant Netflix fall more than 10% after revenue fell short of estimates
Netflix's earnings missed on revenue and guidance appears underwhelming. Despite a bright spot in ad revenue growth, the core content moat is eroding amid intensifying competition and a maturing streaming market with limited runway for reacceleration.
At post $68.95·Now $65.85-4.5% since postedas of Oct 23, 4:45 PM ET
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$NFLXr/wallstreetbetsYOLObullish u/yatv · 100d ago4 prior · 60% at 3mo “$300,000 USD on $NFLX”
Doubled down. $300,000 USD on $NFLX 🎲
Author is doubling down on a Netflix position ahead of earnings, betting that subscription revenue will continue to fund the platform despite personal skepticism about the service model. The conviction appears rooted in confidence that consumers will keep paying for streaming subscriptions.
At post $74.35·Now $65.85-11.4% since postedas of Oct 23, 4:45 PM ET
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$NFLXr/wallstreetbetsYOLObullish u/yatv · 105d ago4 prior · 60% at 3mo Long NFLX $80C · 400 contracts
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Author is bullish on NFLX despite poor sentiment, taking 400 total call contracts across September and November at the $80 strike. Positioning suggests conviction in near-term and longer-dated recovery.
At post $73.37·Now $65.85-10.3% since postedas of Oct 23, 4:45 PM ET
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“slowly selling off Netflix holdings”
Netflix's top shows have been losing 30-70% of their audience between seasons 1 and 2. Executives are trying to figure out why.
Netflix's top shows are losing 30-70% of their audience between seasons, indicating content quality issues and subscriber retention problems. The author is selling holdings due to deteriorating fundamentals masked by Warner Brothers merger talks.
At post $76.02·Now $65.85-13.4% since postedas of Oct 23, 4:45 PM ET
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“Netflix LEAPs”
Netflix LEAPs
Author is taking a long position in Netflix LEAPs, betting on upside to recover losses from subscriber fees paid over time. The position is a speculative bet with acknowledged high-risk tolerance.
At post $77.65·Now $65.85-15.2% since postedas of Oct 23, 4:45 PM ET
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“NFLX 100c 9/18”
Full port NFLX 100c 9/18
Full portfolio bet on NFLX call options expiring September 18 at 100 strike. Directional bet on upside movement in Netflix stock.
At post $73.81·Now $65.85-10.8% since postedas of Oct 23, 4:45 PM ET
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Long NFLX $75C exp Jul 17
NFLX Earnings Run-Up
NFLX will see a pre-earnings bid over the next 3 weeks driven by institutional positioning ahead of 7/15 earnings. Strong fundamentals (revenue growth, margin expansion, ad scaling, buyback support) and institutional preference for profitable growth with capital returns create upside momentum into the print.
At post $70.90·Now $65.85-7.1% since postedas of Oct 23, 4:45 PM ET
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Netflix is a strong company that has continuing high revenue and has a very loyal customer base. It has fallen 40%, is it now a buy?
Netflix remains a strong company with high revenue and a loyal customer base. The recent 40% stock decline appears overvalued given the company's fundamentals and historical P/E multiples, making it an attractive buying opportunity.
At post $81.67·Now $65.85-19.4% since postedas of Oct 23, 4:45 PM ET
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NFLX I just keep adding to this name!
Author is aggressively accumulating NFLX with $106K invested so far, signaling conviction in the stock's upside potential.
At post $81.41·Now $65.85-19.1% since postedas of Oct 23, 4:45 PM ET
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NFLX at BUY levels 106K invested so far!
Author is bullish on NFLX at current levels, holding 800 shares at $90 and call options across multiple expirations (July and August), signaling confidence in near-term upside.
At post $81.41·Now $65.85-19.1% since postedas of Oct 23, 4:45 PM ET
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“only own stock”
Netflix yolo
Netflix is positioned for a breakout once market focus shifts away from AI-related volatility. The author holds stock and expects upside as sentiment clears.
At post $82.64·Now $65.85-20.3% since postedas of Oct 23, 4:45 PM ET
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