Parkev Tatevosian, CFA 对 $NFLX 的判断变化

2026-09-02看涨
My Top 10 Stocks to Buy Right Now in September
Netflix被低估,呈现强劲的买入机会,具有显著的上涨潜力。

我认为下一个绝佳的买入机会是流媒体先驱 Netflix。我计算出该业务的合理价值为 129 美元,当前市场价格为 82 美元。

The next stock that I think is a great buying opportunity is the streaming pioneer Netflix. I calculated a fair value of the business at $129 and the current market price is $82.

基于这一差异,我计算出 Netflix 在未来 12 至 18 个月内有 59% 的上涨空间。一个较为看涨的因素是流媒体顺风。通过流媒体订阅观看内容比有线电视或卫星订阅方便得多。