NFLX
Netflix, Inc. · Communication Services · Entertainment
ZACKSSellTECHStrong Sell
R500#477 today
TARGET+37%
$67.85
-2.49% today · -5.40% 1W
Oct 1 close or latest
PreviewWhy it's moving
Reddit attention is surging
- NFLX −2.49% on the last session vs SPY +0.18%: −2.7 pts of stock-specific move.
- 28 Reddit mentions in the past 24 hours, 79% positive over the week · today's pace is 2.8× its recent daily average.
- 3 analyst actions in the past 10 days (2 positive, 1 negative); latest: Guggenheim maintained Buy, raised target $75.00 → $80.00.
- 2 insider or congressional trades in the past 30 days.
- Market backdrop (Wed): Core PCE Price Index m/m 0.2% vs 0.3% expected (cooler); Final GDP q/q 2.2% vs 1.5% expected (stronger); S&P futures +0.18%, 10-year yield +0bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Mentions · past hour
0
-100% vs the day's pace
Mentions · 24 hours
28
+345% vs the week's pace
Mentions · 7 days
44
79% positive
Avg sentiment · 24h
-0.050
per mention, −1 to +1
What Reddit is saying
Appreciate it..For NFLX, don't you think it could potentially have a hard time because of competitors (Disney plus, Prime, HBO etc)?.I was thinking of opening a position but just not sure if it's as special of a company as before?A lot of value investors overly rely on P/E and miss the half about "wonderful businesses" when quoting Buffet..The fact you're lumping together MCD, NKE, and NFLX tells me you probably are just enjoying dunking on people investing in stocks in downtrends more than wanting to make a point..There is a lot of good conversation related to this subject..I criticize people in the VI sub all the time for outright dismissing using alternative metrics and DCAing down from forever with 30% of their portfolio in one stock..This post though ain't it.
Hottest comment
I thought playing with options is how we can get rich quickly?
Those NFLX calls... Down so bad they gotta come up with a new syndrome for you boy
Top comments, summarized
Most recent
Advice on assets allocation and stocks to buy
Thank you so much! Appreciate it. For NFLX, don't you think it could potentially have a hard time be…
- For NFLX, don't you think it could potentially have a hard time because of competitors (Disney plus, Prime, HBO etc)?
- I was thinking of opening a position but just not sure if it's as special of a company as before?
Advice on assets allocation and stocks to buy
I think you need a tad more diversification. Sure, you have multiple ticker names, but let's be real…
- Sure, you have multiple ticker names, but let's be real, a large percentage of the movement is going to mirror one another.
- Top of list names are: \- ISRG: basically the Costco setup in scrubs
- \- NFLX: needs no explanation, people aren't going to stop watching shows, sticky business
Advice on assets allocation and stocks to buy
For me personally, I like to keep my high conviction bets between 4-7%, mid like 2-5, small like 1-3…
- For me personally, I like to keep my high conviction bets between 4-7%, mid like 2-5, small like 1-3.
- I also work in the tech space, I have really high conviction on sk and mu over the next 3 years (think conservatively 20%+ cagr for next 3 years), as well as anet.
- If I was buying tomorrow, the following are all at good valutaions: ISRG, MELI, MU, SKHY, ANET, MCO/SPGI, NFLX
2 days ago
Most "value investors" have no idea what they're talking about
A lot of value investors overly rely on P/E and miss the half about "wonderful businesses" when quot…
- A lot of value investors overly rely on P/E and miss the half about "wonderful businesses" when quoting Buffet.
- The fact you're lumping together MCD, NKE, and NFLX tells me you probably are just enjoying dunking on people investing in stocks in downtrends more than wanting to make a point.
- There is a lot of good conversation related to this subject.
- I criticize people in the VI sub all the time for outright dismissing using alternative metrics and DCAing down from forever with 30% of their portfolio in one stock.
- This post though ain't it.
$UBER, follow the smart money - DD
I'm still unconvinced on UBER.
Personally I own:
GOOGL (has exposure to Waymo)
AMZN (has exposu…
- UBER just seems unnesscary for me, kinda like NFLX.
- UBER is a widely recognized brand but what is the moat or path towards big growth exactly?
- Its business seems not that hard to replicate (as seen by companies like DIDI, Grab, etc).
- I have no problem downloading an App for Waymo if the prices and services are better than Uber.
- I don't think UBER will go bankrupt anytime soon but I don't see a bull case for big growth.
r/Stocks Daily Discussion Wednesday - Sep 30, 2026
Not really enthuastic about any of those. AMZN a light yes, although Bezos will probably dump more s…
- AMZN a light yes, although Bezos will probably dump more sooner than later.
- WMT was overly expensive vs history, still not reasonable.
- ASTS perhaps worth a mild allocation in the $50's.
- I don't want NFLX, I'd rather TTWO.
- HSY no - there's stuff in CPG that has a decent stable of brands (CPG) but they keep getting obliterated by the fact that most of these names aren't well run and they continue to face a series of other issues (consumer stress, shitty/mediocre management, lack of innovation, GLP-1, etc.)
Day by day
| Date | Close | Change | R500 | Mentions | Positive | Upvotes | Voted sentiment |
|---|---|---|---|---|---|---|---|
| Thu Oct 01 | 67.85 | -2.49% | #477 | 28 | 18 | 32 | -3.9 |
| Wed Sep 30 | 69.58 | -1.02% | #296 | 10 | 8 | 10 | 0.4 |
| Tue Sep 29 | 70.30 | +1.55% | #42 | 6 | 6 | 7 | 3.0 |
| Mon Sep 28 | 69.23 | -2.70% | #457 | 17 | 14 | 20 | -2.0 |
| Sun Sep 27 | 3 | 3 | 3 | 1.2 | |||
| Fri Sep 25 | 71.15 | -0.79% | #417 | 11 | 10 | 12 | 1.8 |
| Thu Sep 24 | 71.72 | +0.50% | #101 | 6 | 5 | 8 | 0.6 |
| Wed Sep 23 | 71.36 | -1.11% | #314 | 16 | 13 | 24 | 9.2 |
| Tue Sep 22 | 72.16 | -1.64% | #406 | 10 | 3 | 17 | -0.8 |
| Mon Sep 21 | 73.36 | +2.19% | #73 | 2 | 1 | 2 | -0.7 |
| Sun Sep 20 | 1 | 1 | 1 | 0.5 | |||
| Sat Sep 19 | 3 | 1 | 3 | -0.5 | |||
| Fri Sep 18 | 71.79 | -4.67% | #496 | 12 | 9 | 16 | -0.7 |
| Thu Sep 17 | 75.31 | -1.44% | #456 | 1 | 0 | 1 | -0.6 |
| Wed Sep 16 | 76.41 | -1.91% | #386 | 3 | 2 | 8 | -1.3 |
| Tue Sep 15 | 77.90 | -3.01% | #472 | 3 | 3 | 3 | 0.9 |
| Mon Sep 14 | 80.32 | +3.77% | #36 | 12 | 10 | 12 | 0.2 |
| Sat Sep 12 | 1 | 1 | 1 | 0.8 | |||
| Fri Sep 11 | 77.40 | +1.83% | #95 | 1 | 1 | 1 | 0.2 |
| Thu Sep 10 | 76.01 | -0.03% | #173 | 7 | 5 | 11 | 0.9 |
| Wed Sep 09 | 76.03 | -0.96% | #264 | 3 | 1 | 5 | -2.0 |
| Tue Sep 08 | 76.77 | -1.89% | #340 | 2 | 2 | 2 | 0.0 |
| Mon Sep 07 | 2 | 0 | 2 | -1.0 | |||
| Sun Sep 06 | 1 | 1 | 1 | 0.0 | |||
| Sat Sep 05 | 2 | 1 | 2 | 0.6 | |||
| Fri Sep 04 | 78.25 | -5.35% | #493 | 1 | 0 | 1 | -0.6 |
| Thu Sep 03 | 82.67 | -0.07% | #354 | 1 | 1 | 1 | 0.0 |
| Wed Sep 02 | 82.73 | +2.38% | #57 | 3 | 2 | 4 | -0.8 |
| Tue Sep 01 | 80.81 | -0.30% | #199 | 4 | 4 | 9 | 4.7 |
| Mon Aug 31 | 81.05 | -0.82% | #284 | 1 | 0 | 1 | -0.3 |