The Next $100 Billion of Netflix’s Value: 98% Upside Ahead
By Vandita Jadeja (Published September 17, 2026)
Netflix shares have seen a significant drop, shedding more than a third of their value over the past year. However, the company's ad business is booming, and buybacks are at record levels. According to 24/7 Wall St., this presents a rare mispricing opportunity in a mega-cap growth stock.
Key Points:
- Stock Performance: Netflix (NASDAQ:NFLX) trades at $78, nearly half the $154 price target predicted by 24/7 Wall St.
- Strong Operating Margin: With a 30% operating margin, Netflix surpasses industry leaders like Disney (at 15%) and Spotify (at 13%).
- Bull and Bear Scenarios: Even the most conservative estimate of $126 is 61% above the current price, while the bull case projects shares reaching $443 by 2030.
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Market Data (As of Close)
- S&P 500: 7,653.40 (+1.16%)
- Dow Jones: 51,916.20 (+0.72%)
- Nasdaq 100: 29,473.80 (+1.59%)
- Russell 2000: 2,886.50 (+0.91%)
Analysis:
The doubling of Netflix's ad revenue and record buybacks suggest a mispriced mega-cap. Despite the recent decline, stubborn subscription pricing power indicates that the stock is undervaluing its growth prospects. The 24/7 Wall St. model predicts 98% upside from the current price, making it one of the widest gaps for a mega-cap stock.