How Parkev Tatevosian, CFA’s view on $NFLX changed

2026-09-08Bullish
“Creating a Forever Portfolio: 5 Stocks to Buy and Never Sell”
NFLX is a core long-term hold; trading at $82 vs $127 fair value due to strong unit economics and growing library, despite risk of consumer shift to short-form video.

The next stock I will highlight as a candidate to buy and hold forever is Netflix, the leader in live streaming. Netflix has spent more than a decade learning how to create content that consumers love to watch and to do so in a cost-effective way.

Of course, any studio can produce great content and spend hundreds of millions of dollars to make a movie that everyone loves, but can you make money while continuing to produce that movie with a budget of hundreds of millions? This is the difficult part.

2026-09-06Bullish
“Think AI is a Bubble Waiting to Burst? 3 Relatively Safe Stocks You Can Buy”
NFLX is a strong buy; fair value $127 vs current $81 implies 57% upside in 12-18 months.

Netflix is actually one of my favorite stocks to buy right now. I ranked it among the top ten. I own Netflix shares in my portfolio as one of my largest investment positions.

I have estimated the fair value of Netflix shares at $127. The current market price is $81. I expect Netflix stock to rise by 57% over the next 12 to 18 months.

2026-09-02Bullish
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