Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 46 entries · 36 publications

NFLX

Netflix

Entries
46
Bullish
8
Bearish
0
First
Jan 29, 2025
Latest
Oct 27, 2026

▲ 8 bullish ▼ 0 bearish · 38 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Timeline

Newest to oldest
  1. October 2026 18 entries

    Substack · MÁS ALLÁ DE LAS FINANZAS

    Netflix y SpaceX le ganaron a Wall Street. Yo no compraría ninguna

    Qué pasó en los reportes del tercer trimestre de 2026, por qué el mercado premió a una y castigó a la otra, y cuánto vale cada una con todos los supuestos a la vista

    NFLXshortES1,388 words

    Since publication −3.0% α −3.7 pp vs S&P 500 · USD

    Substack · Belanger Trading Squawk · Josh Belanger

    This Dog Has Fleas. I Won't Own Netflix.

    Netflix just made more money than anyone expected, and the stock hit a new low anyway.

    NFLX617 words

    Since publication −4.7% α −4.9 pp vs S&P 500 · USD

    Substack · Daniel Riquelme | De 0€ a 365 días · Daniel Riquelme

    BITACORA#2: TESIS VS MERCADO.

    Lecciones tras el cierre de Netflix y hoja de ruta para escalar esta semana.

    NFLXshortES954 words

    Since publication −4.7% α −4.9 pp vs S&P 500 · USD

    Substack · Invertir Con Sentido Común

    Netflix Q3 2026

    Tiempo de lectura: 20 minutos

    NFLXES3,951 words

    Since publication −4.7% α −4.9 pp vs S&P 500 · USD

    Substack · Club de inversión: Entre Acciones🪐✨ · Club: Entre Acciones🪐✨

    Resultados Q3 2026 – Netflix $NFLX

    Un espacio pensado para quienes ya invierten en acciones y quieren profundizar, compartir ideas y rodearse de gente que habla el mismo idioma.

    NFLXshortES1,266 words

    Since publication −1.8% α −0.7 pp vs S&P 500 · USD

    Substack · Hundal Earnings

    Netflix’s Margins Are Rising as Growth Slows

    Global content and distribution sustain profitability, while delayed ads and slower growth test further monetization.

    NFLX811 words

    Since publication −1.8% α −0.7 pp vs S&P 500 · USD

    Substack · Compounding Your Wealth · Sergey

    Netflix Earnings & SpaceX Q3 2026 Snapshot

    $NFLX, $SPCX Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook

    NFLXSPCX888 words

    Since publication NFLX −1.8% α −0.7 pp vs S&P 500 · USD

    Substack · Espabila e Invierte

    Resultados Netflix $NFLX Q3-2026

    Margen en máximos y acción en mínimos. Os cuento qué está pasando y os doy mi opinión

    NFLXES4,158 words

    Since publication −1.8% α −0.7 pp vs S&P 500 · USD

    Substack · Playbook · Guillermo Mejía

    ☕Industry Shots

    ¿NBA en CDMX?; Banana Ball en México; La Velada a Netflix; Caliente suma a la NBA; Un patrocinio por suscriptor; WNBA lleva su alfombra a TV.

    NFLXES527 words

    Since publication −7.0% α −6.5 pp vs S&P 500 · USD

  2. September 2026 1 entry
  3. August 2026 3 entries

    Blogs · r/ValueInvesting · /u/HatedMoats

    Netflix: From growth darling to value pay?

    I spent the last few months going through Netflix and after the recent sell-off I think the stock has become interesting again. For sure not screamingly cheap but surely a very good business where expectations have…

    NFLXshort859 words

    Since publication −16.2% α −15.3 pp vs S&P 500 · USD

  4. July 2026 7 entries

    Substack · Summit Stock Research · Lucas | Summit Stock Research

    Netflix ($NFLX): Down 50%. Is It Finally Cheap?

    A deep dive into Netflix's drawdown, recent earnings, and valuation

    BullishNFLX3,388 words

    Since publication −13.2% α −18.1 pp vs S&P 500 · USD

    Substack · Hated Moats

    Netflix: Deep Dive Analysis

    The stock is down nearly 50% from its peak, yet revenue, margins and cash flow remain near record levels. Is Wall Street mistaking maturity for decline?

    NFLX9,527 words

    Since publication −8.8% α −12.4 pp vs S&P 500 · USD

    Substack · Hated Moats · Hated Moats Investors

    Netflix: DCF Valuation

    Update on NFLX valuation - what has changed since our January 2026 model and is Netflix currently undervalued? - DCFriday #020

    BullishNFLX1,950 words

    Since publication −7.3% α −10.3 pp vs S&P 500 · USD

  5. June 2026 2 entries

    Blogs · r/ValueInvesting · /u/Strange_Attitude2085

    Netflix moat rebuttal

    After the recent drop in share prices, and a couple of posts in this sub, I feel like people may have a misunderstanding about what makes Netflix special. Or better (I hope): I may be able to offer a differentiated…

    NFLXshort673 words

    Since publication −10.5% α −12.9 pp vs S&P 500 · USD

    Institutional · eToro

    Deep Dive: Netflix Streams Into the Void

    Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To keep getting our daily insights, all you need to do is log in to your etoro account. Interested in more Deep Dive content?…

    NFLXshort707 words

    Since publication −13.4% α −17.8 pp vs S&P 500 · USD

  6. April 2026 2 entries

    Institutional · eToro

    Netflix Seeks to Reclaim the Throne After the “Failed” WBD Transaction

    In the first week of earnings season, several tech companies will report alongside Wall Street’s big banks. One of them is Netflix, which began the year with a long fight against Paramount for a merger with the famous…

    NFLXshort555 words

    Since publication −40.7% α −49.7 pp vs S&P 500 · USD

  7. February 2026 1 entry
  8. January 2026 2 entries

    Institutional · eToro

    Netflix’s earnings and the battle for your TV

    As we gear up for Netflix’s earnings update this Tuesday, the conversation has shifted from “how many people are watching” to “how much are they paying?” For the average viewer, this report is a window into the future…

    NFLXshort623 words

    Since publication −26.8% α −39.7 pp vs S&P 500 · USD

    Institutional · eToro

    Earnings Take Centre Stage

    Analyst Weekly, January 19, 2026 The week ahead puts earnings firmly in focus, with results spanning streaming, semiconductors, healthcare, consumer staples, industrials, energy, and UK-listed cyclicals. Investors will…

    NFLX2,058 words

    Since publication −26.8% α −39.7 pp vs S&P 500 · USD

  9. December 2025 2 entries

    Substack · Margin of Sanity

    Netflix - Quagmire of Uncertainty

    Trying to form an investing view on where we are today with Netflix

    NFLX1,435 words

    Since publication −31.9% α −44.5 pp vs S&P 500 · USD

    Institutional · eToro

    Netflix Buys Warner Bros to Form Streaming Giant

    Netflix bolsters its streaming library, while it’s a surprisingly busy week of earnings and the Fed is in focus. The Daily Breakdown digs in. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown…

    NFLXshort651 words

    Since publication −34.0% α −46.1 pp vs S&P 500 · USD

  10. October 2025 2 entries

    Blogs · ValueWalk

    Netflix Stock Sinks 10% on Earnings Miss: Time to Buy?

    Shares of Netflix were sinking on Wednesday, down about 10% one day after the streaming leader released third quarter earnings.

    BullishNFLXshort604 words

    Since publication −42.8% α −57.4 pp vs S&P 500 · USD

  11. July 2025 3 entries

    Substack · Highbury Capital · Portfolio PRs

    Netflix: Value Over Everything.

    All you need to know from another strong quarter from Netflix. (Q2 2025)

    NFLX1,649 words

    Since publication −48.2% α −69.9 pp vs S&P 500 · USD

    Blogs · ValueWalk

    Why is Netflix Stock Down 5% After Strong Q2 Earnings?

    The sluggish economy has not impacted streaming leader Netflix much at all, as the company continues to churn out strong results, like it did in the second quarter.

    BullishNFLXshort725 words

    Since publication −47.2% α −69.1 pp vs S&P 500 · USD

  12. April 2025 1 entry

    Blogs · ValueWalk

    4 All-Time Top 10 Hits Lift “Resilient” Netflix in Q1

    Netflix posted a strong first quarter, beating revenue and earnings estimates. It was buoyed by some shows and movies that broke into the top 10 all-time.

    NFLXshort657 words

    Since publication −35.3% α −84.1 pp vs S&P 500 · USD

  13. February 2025 1 entry

    Substack · Trendline · Jas Raj

    🎯 Netflix is cheap

    Trendline Charts: Monday's top 5 charts

    BullishNFLX425 words

    Since publication −38.3% α −63.6 pp vs S&P 500 · USD

  14. January 2025 1 entry

    Substack · Implied Expectations

    Netflix: Levered Buyback In The Cards?

    All it took was a $1,000 stock price to finally convince people Netflix is a great business with strong prospects.

    NFLX1,453 words

    Since publication −34.7% α −61.8 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.