---
title: "NFLX Stock Collapsed. The Fundamentals Did Not"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286708402.md"
description: "Despite NFLX stock being down 35% from its 52-week high due to perceived weak guidance, the fundamentals remain strong with reaccelerating growth and rising margins. The ad-supported model is enhancing earnings potential, creating an interesting investment opportunity. The author maintains a bullish outlook on NFLX."
datetime: "2026-05-18T03:16:14.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286708402.md)
  - [en](https://longbridge.com/en/news/286708402.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286708402.md)
---

# NFLX Stock Collapsed. The Fundamentals Did Not

Netflix (NFLX) at 35% off its 52-week high looks too cheap. The recent pullback has been driven by what the market sees as weak guidance and the content streaming giant's leadership outlook. Still, there is no deterioration in the business itself. If anything, the bullish story looks stronger than it has in quite some time, with top-line growth reaccelerating, margins rising, and the ad-supported model adding a new layer of earnings power. That disconnect between sentiment and fundamentals is exactly what makes the current setup so interesting. That is why I remain bullish on NFLX today.

### Claim 55% Off TipRanks

New trading tool for AMZN bulls

### Related Stocks

- [NFLX.US](https://longbridge.com/en/quote/NFLX.US.md)
- [NFXS.US](https://longbridge.com/en/quote/NFXS.US.md)
- [NFLW.US](https://longbridge.com/en/quote/NFLW.US.md)
- [NFLU.US](https://longbridge.com/en/quote/NFLU.US.md)
- [NFXL.US](https://longbridge.com/en/quote/NFXL.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)

## Related News & Research

- [Disney’s Next Battle Won’t Be Against Netflix](https://longbridge.com/en/news/286674672.md)
- [A Look At Netflix (NFLX) Valuation After Recent Share Price Weakness And Long Term Return Strength](https://longbridge.com/en/news/286675142.md)
- [Netflix Gains Speed in Race for Global TV Dominance; NFLX Stock Drops](https://longbridge.com/en/news/286458082.md)
- [Netflix, Inc. $NFLX Stock Position Raised by Resona Asset Management Co. Ltd.](https://longbridge.com/en/news/286897107.md)
- [Providence Wealth Advisors LLC Has $1.25 Million Stake in Netflix, Inc. $NFLX](https://longbridge.com/en/news/287041754.md)