$Netflix(NFLX.US) -10% today seems overdone given that NFLX maintained its FY’26 sales guidance (+12-14% YoY) and operating margin guidance (31.5%) despite weak 2Q rev and eps guidance. The key risk is that NFLX still needs content and may pursue an M&A opportunity elsewhere.
NFLX still looks compelling at a 2026 P/E of 28.6x and 2026 EV/EBITDA of 24.2x vs 2026-30 forecasted Rev growth of +10%, EBITDA growth of +16%, and EPS growth of +17%.
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