$NFLX
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How Schwab Network’s view on $NFLX changed

Channel profile →This channel has 3 credited speakers: Morgan Stanley, Truist, UBS2 entries
2026-09-09
“Ca$htag$: NFLX Losing to WBD & DIS in Consumer Demand, Live Offers Opportunity”
NFLX valuation is lower and potentially oversold; live events and theatrical releases are levers that could improve growth.

You know, Netflix has been one of those names that it just hasn't been the king of streaming in terms of how shares have been viewed now as they were in the past. Yeah, I think that this is one that we've been tracking for a little while now where we've seen consumer demand growth just kind of slow down a bit and this tracks in revenue as well.

Watch the source00:13
2026-09-03Bullish
“Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX”
NFLX is undervalued with strong growth drivers in advertising and live sports; expect price appreciation by year-end.

Well, your third name that you brought up today has suffered a bit this year . We're talking about Netflix here. It is perhaps the least defensive of the three. So how do you view Netflix and what drives the opportunity here?

Well, I mean their revenues, they announced revenues of $12.5 billion with expectations of doubling advertising revenues, which sounds pretty good here. Their core advertising category growth engine will double to 3 billion this year, and as I said, enforcing separate emails for profiles is driving viewers to more paid accounts.

Their expansion into live sports looks very promising. The highly anticipated NFL holiday games provide them with a huge advertising inventory, and I think at the moment their low valuation, trading well below historically high levels, means we'll probably see Netflix start to move noticeably closer to the end of the year.

Watch the source04:43
KolSays