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Netflix Shares Slip Below $90 as Investors Reassess Valuation

An analyst upgrade underscores a value case despite lingering uncertainty over a potential Warner Bros. Discovery purchase.

Overview

  • Netflix has fallen from a July 2025 peak near $134 to trade below $90, nearing 52-week lows.
  • The company reported 2025 growth with revenue up 16% and net income up 26% versus 2024.
  • Netflix’s trailing price-to-earnings multiple is about 33.7 times, suggesting a lower valuation than earlier in 2025.
  • Phillip Securities upgraded the stock from Sell to Accumulate and raised its target to $100, citing structural and financial strength.
  • Coverage highlights ongoing deal overhangs, with a report claiming Netflix is simplifying a potential Warner Bros. Discovery buyout, described as a developing claim.