Motley Fool analysts believe Netflix's stock is currently fairly priced, recommending a "hold" rather than "buy" rating, despite record-high profits but a 35% drop from its peak.
Netflix's net profit over the past four quarters totaled approximately $13.65 billion, a new historical high. However, its stock price has fallen by about 35% from its 52-week high of $126.71, currently trading around $82. Analysts point out that despite strong profits, revenue growth has slowed, and the market has adjusted its valuation from a peak of 50 times its 2025 P/E ratio to approximately 21 times its estimated 2027 P/E ratio, reflecting expectations of business maturity. Analysts believe that given Netflix's forecast of over 20% operating profit growth in 2026 and a potential doubling of advertising revenue, the current stock price is reasonably valued, and they recommend investors hold rather than buy.
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