Netflix - Are you still watching ?

Gilly87
07-20 15:41

A 50% pullback definitely gets my attention, but it doesn't automatically make Netflix a bargain. The streaming business isn't as easy as it was a few years ago, with fierce competition and massive content costs eating into margins. The market wants to see subscriber growth pick up again before rewarding the stock.

$Netflix(NFLX)$

$Netflix 3xLongSG280725(9E7W.SI)$

$Netflix 3xShortSG280725(WWRW.SI)$

That said, I wouldn't write Netflix off. It's still one of the biggest names in streaming, generates strong cash flow, and the move into AI-powered content production could help lower costs over time if executed well. If management can prove there's another growth phase ahead, today's price could look very attractive in a few years.

For me, it's a watchlist stock rather than a buy today. I'd rather see the chart stabilise and the fundamentals improve before jumping in. Sometimes the best investment isn't buying the biggest dip—it's waiting for the trend to turn. 📺📈

Netflix Extends Post-Earnings Slide 7.3%, Down ~50% YoY — Dip Buy or Value Trap?
Netflix (NFLX) fell 7.26% Friday to $69, extending post-earnings selling as shares have lost roughly 50% over the past year. Structural concerns — plateauing subscriber growth and elevated content costs — continue to overshadow near-term results. Netflix also acquired Ben Affleck's AI film startup for $587M, while Seeking Alpha bucked the trend with an upgrade, arguing the market is giving NFLX insufficient credit. With shares down nearly 50% amid sharply divided bulls and bears, is Netflix a mispriced buying opportunity or a growth-ceiling value trap?
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