Stocks / Entertainment & Gaming
NFLXEntertainment & Gaming
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$62.501d +0.5%5d -2.0%settled close · 2026-11-02
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28 investor calls on NFLX in the last 90 days (20 bullish, 8 bearish). Follow NFLX free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $264B (11/2)β 0.7352w $62–1,158Shares 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.
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Who’s talkingIdea Scout · free
Who’s talking about NFLX
45 long1 neutral13 shortlatest 2026-10-23
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | Steve Eisman (newest) | Netflix is going ex-growth as streaming matures and YouTube has won the newer short-form and podcast media… |
| 2026-10-21 | Alicia Reese | Bullish | Bloomberg TV (uncut) | Netflix content is broadly working with demonstrably low churn through multiple price increases, and a… |
| 2026-10-21 | Ethan Devitt | Bearish | Bloomberg TV (uncut) | Netflix is failing to meet the elevated 25-27% earnings growth bar investors now demand, making it a relative… |
| 2026-10-21 | Tom Rogers | Bearish | CNBC (uncut) | Netflix’s declining U.S. engagement, YouTube’s widening lead, low-cost creator and AI content, and rising… |
| 2026-10-21 | Unknown | Bearish | CNBC Fast Money Final Trade | Streaming stocks should be avoided because slowing growth, rising content costs, and difficulty producing… |
| 2026-10-20 | Dan Nathan (RiskReversal)Trader & co-host, RiskReversal Media | Bullish | CNBC Fast Money Final Trade | Expectations are deeply depressed after five consecutive post-earnings declines and a 60% drawdown from… |
| 2026-10-20 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bearish | Josh Brown (newest) | Four consecutive quarters of decelerating revenue, a $300M ad revenue guidance cut, ongoing engagement… |
| 2026-10-20 | Jason SnipeCIO, Odyssey Capital Advisors | Bullish | CNBC (uncut) | Netflix's roughly $20 billion content budget, new creative leadership, expanding advertising business, and… |
| 2026-10-20 | Alex KantrowitzFounder, Big Technology | Bearish | CNBC (uncut) | Netflix is vulnerable because price increases and dependence on hit content leave it losing viewing share to… |
| 2026-10-20 | Mark Douglas | Bullish | CNBC (uncut) | Netflix's selloff is overdone because its content problem is fixable, YouTube is not a direct substitute, and… |
Show all 59 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-20 | Mark MahaneySenior Managing Director and Head of Internet Research, Evercore ISI | Bullish | CNBC (uncut) | Netflix's engagement should recover as improved content and live sports restore viewing growth, enabling… |
| 2026-10-19 | Laura MartinSenior internet & media analyst, Needham & Company | Bullish | CNBC (uncut) | Netflix's ad-supported tier is on track for $3B in revenue this year (doubling YoY) at an 80% margin… |
| 2026-10-16 | Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth | Bullish | CNBC (uncut) | Profitability pivot, strong ad-supported business, and 6% staff reduction heading into earnings make stock… |
| 2026-10-16 | Victoria GreenFounding Partner & CIO, G Squared Private Wealth | Bearish | CNBC (uncut) | Netflix has matured into a blue-chip free-cash-flow generator but no longer earns a growth multiple, facing… |
| 2026-10-16 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | CNBC (uncut) | Leadership shakeup signals intentional pivot toward live sports and YouTube-competitive user-generated… |
| 2026-10-16 | Ann BerryFounder, Threadneedle Ventures | Bullish | Bloomberg TV (uncut) | Netflix is making strategic bets where monetization opportunity is greatest, is ahead of the curve on… |
| 2026-10-15 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC (uncut) | Double bottom forming at 167 area provides a defined technical setup with favorable risk/reward — stock is… |
| 2026-10-15 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Technical double bottom at 67 combined with defensive price behavior on Nasdaq red days signals strong… |
| 2026-10-12 | Laura MartinSenior internet & media analyst, Needham & Company | Bearish | Bloomberg TV (uncut) | Netflix is competitively subscale because it lacks a film studio and has only one revenue stream (streaming… |
| 2026-10-06 | Bob IaccinoCo-founder, The Unfiltered Investor & Path Trading Partners | Bullish | Fox Making Money (playlist) | Netflix is trading near a PE of ~21 vs. its lifetime average of ~58, making it a value entry point; the… |
| 2026-10-06 | Kevin Simpson (Capital Wealth)Founder & CIO, Capital Wealth Planning | Bullish | CNBC Halftime Final Trades | Content challenges are fully priced in at depressed valuations with low expectations, and a push into sports… |
| 2026-09-18 | Jason SnipeCIO, Odyssey Capital Advisors | Bullish | CNBC Halftime Final Trades | Netflix remains the streaming winner and will benefit from doubling its ad revenue and expanding into sports… |
| 2026-09-18 | Simeon McmillanWriter, Accrued Interest; manages a family office | Bullish | Yet Another Value Podcast | Low-double-digit revenue growth combined with margin expansion toward 30-40% operating margins drives roughly… |
| 2026-09-18 | Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth | Bullish | CNBC Halftime Final Trades | Netflix's rerating lower creates an opportunity to gain exposure to the dominant streaming platform more… |
| 2026-09-15 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | MOI Global | Netflix had the capacity to suffer losses while building its streaming platform; every major studio that… |
| 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… |
| 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… |
| 2026-04-29 | The Compounding Case Philip Bierley Theo Helton Daniel Kyntchev David PopeStudent team, NKU stock pitch competition 2026 | Bullish | Focused Compounding | Netflix's 40-day technical sell-off driven by Warner Bros. Discovery merger uncertainty has compressed the… |
| 2026-04-24 | David GardnerCo-founder, The Motley Fool | Bullish | Masters in Business | Netflix remains a top dog and first mover in streaming that keeps innovating — Gardner holds through every… |
| 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… |
| 2026-04-19 | Shawn O MalleyPodcast host — The Investor's Podcast | Bullish | We Study Billionaires | Netflix benefits from secularly rising content consumption as a content-agnostic subscription platform… |
| 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… |
| 2026-03-10 | Alex MorrisFounder, TSOH Investment Research | Bullish | Yet Another Value Podcast | Netflix's ~8x international DTC revenue scale advantage over WBD ($27B vs $3.5B) and solid financial position… |
| 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 | Tom HayesFounder & chairman, Great Hill Capital | 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… |
| 2025-04-18 | Joe DuranCEO, Rise Growth Partners | Bearish | Wealthion | Netflix is likely overvalued because it has become the consensus defensive safe-haven for investors seeking… |
| 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… |
| 2023-05-26 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | Business Breakdowns | Content spend is reaching a fixed-cost plateau (~$17-18B) while revenue scales to ~$40B via ad-tier expansion… |
| 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… |
| 2023-03-30 | Guy SpierManaging Partner, Aquamarine Fund | Bearish | interview | Netflix funds content growth via external capital (bond issuances) rather than internally generated cash… |
| 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… |
| 2020-09-04 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | ET Now | Netflix subscriber economics (~$1,000/subscriber value, comparable to HBO/cable precedent) make it a value… |
| 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 $15) users rate as… |
| 2011-09-20 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Bloomberg Originals | Netflix correctly identified that the DVD business is dying but the pivot to streaming is expensive and the… |
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Earnings
Next report: 18 Jan 2027 after the close
Confirmed date · consensus EPS 0.70. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 20 Oct 2026 | after the close | 0.87 vs 0.84 | +0.5% |
The options tape
Notable options days
Sessions in the last 120 where NFLX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-21 | ||||||
| 2026-10-20 | ||||||
| 2026-07-17 | ||||||
| 2026-07-16 | ||||||
| 2026-06-22 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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NFLX on the Wheel
NFLX passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
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