NFLX is not bad but has downside risk in a conservative scenario; momentum led to a slight downgrade.
“10 Stocks to Buy! Value Investing Quadrant Update 2H 2026”
Value Investing with Sven Carlin, Ph.D.Published Aug 27 · 1 passage
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Then we have Netflix down already up a little bit. We go to our calculation table. Netflix one of the last ones 80 free cash flow growth double digits has to grow 15 to 12% and then a P ratio of 25 to be really undervalued but also this is not bad.
I have put perhaps it will grow at these rates with all what's going on. conservative scenario there is room for downside but let's say 8% so the stock is a little bit up it was better earlier at 70 but it's not bad however you have to play that momentum so I have moved it a little bit to the left
What this channel has said about $NFLX
Value Investing with Sven Carlin, Ph.D. has only this one call on this stock.
2026-08-27This one
Then we have Netflix down already up a little bit. We go to our calculation table. Netflix one of the last ones 80 free cash flow growth double digits has to grow 15 to 12% and then a P ratio of 25 to be really undervalued but also this is not bad. I have put perhaps it will grow at these rates with all what's going on. conservative scenario there is room for downside but let's say 8% so the stock is a little bit up it was better earlier at 70 but it's not bad however you have to play that momentum so I have moved it a little bit to the left