Stocks / Entertainment & Gaming
NFLXEntertainment & Gaming
NetFlix Inc
$75.471d -1.8%5d -0.9%settled close · 2026-09-17
Mkt cap $417B (4/10)β 0.8152w $68–1,241Shares 4.22BInd. Services-Video Tape RentalNasdaq since 2002Emp. 16,000HQ Los Gatos, CAnetflix.com
The tape, with the calls on it
Who said what, and what NFLX did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
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Who’s talkingIdea Scout · free
Who’s talking about NFLX
22 long1 neutral2 shortlatest 2026-08-18
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-18 | Jason SnipeCIO, Odyssey Capital Advisors | Bullish | CNBC Halftime Final Trades | Netflix's advertising revenue is on pace to double again in 2026, sustaining its growth trajectory and… |
| 2026-08-13 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Netflix trades at 20x forward earnings with 42% projected earnings growth, near-zero churn, a growing ad… |
| 2026-08-13 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | CNBC Halftime Final Trades | Netflix's 300 million existing subscribers provide a monetization runway that will drive earnings growth… |
| 2026-07-30 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | GuruFocus | Netflix at ~15x forward earnings vs the S&P at 22-23x is mis-categorized — growth investors avoid slowing… |
| 2026-07-22 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Netflix is the only beaten-down tech name with an understandable, proven business model — it won streaming… |
| 2026-07-22 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Netflix trades at a market multiple despite 30% margins, growing operating income (about to surpass Disney's… |
| 2026-07-08 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Netflix's ~42% drawdown from highs mirrors prior 50-60% selloffs that have historically been excellent buying… |
| 2026-07-03 | Kevin Simpson (Capital Wealth)Founder & CIO, Capital Wealth Planning | Bullish | CNBC Halftime Final Trades | Netflix has retraced to the same price level it held in February when it walked away from the Warner Bros.… |
| 2026-07-03 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Netflix dominates streaming viewing time and historically recovers from a recurring 4-year selloff cycle… |
| 2026-06-25 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | Tom Lee | Netflix remains the most dominant streamer and has continued to execute through M&A drama and CEO transition… |
Show all 25 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-24 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Netflix is undergoing a messy but expected transition from growth stock to value stock, making the drawdown a… |
| 2026-04-21 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | interview | Post-earnings selloff is overdone given Netflix generates $16.2B EBIT exceeding all of Disney's combined… |
| 2026-03-23 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Drew Cohen | Market was valuing Netflix subscribers at ~$200 vs HBO subs at ~$1,000 despite comparable value; GAP earnings… |
| 2026-01-15 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC Fast Money Final Trade | Earnings expectations heading into next week's report are too low, setting up for a beat-driven move higher |
| 2025-11-18 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Price action on the day signals near-term strength worth buying into |
| 2025-10-28 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Netflix is testing its 200-day moving average and expected to reverse back above it as technical support holds |
| 2025-10-22 | Thomas Hayes | Bearish | Fox Varney & Co | Netflix missed on both the top and bottom lines with lower margin guidance, marking a 'thud' start to Mag7… |
| 2025-05-19 | Unknown | Bullish | CNBC Closing Bell Overtime | Netflix is a must-own growth name because it has repeatedly beaten skeptics on password sharing, live sports… |
| 2025-01-23 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | AI reduces operating costs for market-leading technology businesses while revenues hold or grow, producing… |
| 2024-08-03 | Scott GallowayNYU Stern professor & podcast host | Bullish | Prof G Pod (Galloway) | Netflix is one of the handful of streaming services that will survive the coming consolidation shakeout… |
| 2023-06-03 | Bill AckmanCEO, Pershing Square | Neutral | Aurinna | After buying ~$1B position following a ~50% drawdown, Ackman sold at ~$225 because the password-sharing… |
| 2023-04-19 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | Netflix is a great business but the stock has rallied from under $200 to the low $300s, making it less… |
| 2021-06-08 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Value Investing Q&A Series Brown University | Netflix's 150M+ subscriber base creates a durable cost-per-subscriber advantage that competitors cannot… |
| 2019-11-06 | Tobias CarlisleFounder & CIO, Acquirers Funds | Short | The Acquirers Podcast | Netflix's six-to-eight-year momentum has broken — once the stock stops being up over 12 months, Carlisle… |
| 2017-12-14 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Talks at Google | Netflix deliberately underprices at $10/month vs comparable services (HBO Now, Spotify at $15) users rate as… |
1 new mention of NFLX this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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Earnings
Next report: 19 Oct 2026 after the close
Confirmed date · consensus EPS 0.84. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where NFLX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-07-17 | ||||||
| 2026-07-16 | ||||||
| 2026-06-22 | ||||||
| 2026-04-20 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 | ||||||
| 2026-04-14 | ||||||
| 2026-04-10 | ||||||
| 2026-04-09 | ||||||
| 2026-04-02 | ||||||
| 2026-03-31 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
NFLX is in this morning’s Brief.
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