What is the fair value of NFLX?

Based on inv-AI’s institutional-grade analysis, the 12-month fair value estimate for Netflix, Inc. (NFLX) is $74 (range: $63–$85). Confidence level: MEDIUM.

Is NFLX overvalued or undervalued?

Netflix, Inc. (NFLX) is rated Slight Overpriced by inv-AI. The current price is $90.92 versus a mid fair value of $74, implying -18.6% upside.

What is the NFLX price target for 2026?

inv-AI’s 2026 fair value range for Netflix, Inc. (NFLX) is $63 (bear) to $85 (bull), with a base case of $74.

Netflix, Inc. (NFLX) Valuation

Rating: Slight Overpriced

12-Month Fair Value: $63 – $74 – $85

Confidence: MEDIUM

Clean standalone story post-WBD deal collapse. 29.5% operating margin, 16% revenue growth, 325M subs. Ad revenue key growth engine ($3B target 2026). Iran war is demand-neutral (stay-at-home entertainment). Stagflation may pressure discretionary subs. FV $74 mid, price 19% above.

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