Netflix stock price forecast hedge fund commentary on Netflix stock

Hedge fund commentary on Netflix stock price forecast highlights the stock as a high-conviction play due to strong pipeline of localized productions in India and South Korea. EPR Properties has a $100 billion growth opportunity and improving conditions to pursue it. With its 1-star rating, we believe Netflix’s stock significantly overvalued compared with our long-term fair value estimate of $750, which implies a multiple of 29 times on our 2025 earnings per share forecast. After considering Netflix’s opportunity to widen its member base, raise prices, and generate advertising revenue with subscribers who choose lower-priced ad-supported plans, we project about 10% average annual revenue growth over our five-year forecast, and we believe there’s room for substantial margin expansion, as international markets mature and benefit from greater scale. Netflix stock price forecast factors in rising margins from password-sharing policy enforcement, which analysts believe could boost EPS by $1.20 annually starting late