
Netflix (NFLX)
NASDAQCommunication ServicesEntertainmentSnapshot 2026-07-07
Reading NFLX? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track NFLX free→
NASDAQCommunication ServicesEntertainmentSnapshot 2026-07-07
Reading NFLX? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track NFLX free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
NFLX's growth depends on improving free cash flow to $12.5 billion in 2026. Recent financial performance remains strong, with revenue growing 16% year over year. It trades at 25× P/E, while the peer median is 78×. This suggests the price reflects less growth than expected. A specific risk is the 29% chance of a miss in the next quarter. Peer multiples imply a price about 64% above where it trades; this read is provisional.
Trailing returns as of 2026-07-07. NFLX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 50 analysts currently covering NFLX (as of Jul 2026).
Based on 10 Wall Street analysts offering 12-month price targets for NFLX in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $76.18. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Movies & Entertainment — fair value, gap to price, and forward P/E.











Partnership enhances ad capabilities, supporting revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $76.18
The last 12 months of price, then the range of analyst 12-month targets from today’s $76.18.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Copyright issues could impact financial performance.

New chairman may enhance strategic focus on growth.
Accusations from Paramount could affect market position.
AI tools may significantly improve content management.

New rules could increase operational costs.