'Attractively Valued': Analyst Bets Big On Netflix's Multi-Year Growth Run

2 hours ago 2

Anusuya Lahiri

Tue, April 21, 2026 astatine 8:31 AM CDT 2 min read

Guggenheim’s Michael Morris says Netflix Inc. remains a Buy contempt a guidance miss, citing beardown semipermanent maturation and valuation support.

Michael Morris told CNBC past Friday that the banal remains attractively valued based connected its multi-year maturation potential.

He explained the caller pullback reflects elevated expectations, with implicit 80% of investors anticipating a borderline guidance summation that did not happen.

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While helium understood the absorption aft the rally tied to the Warner Bros. Discovery, Inc woody news, helium stressed that the semipermanent communicative remained intact and included further “option value” not yet reflected successful the stock price.

He said Netflix continues to way toward its longer-term goals, referencing antecedently outlined five-year ambitions.

Morris described the latest 4th arsenic a “beat and maintain,” supporting expectations for beardown double-digit gross growth, high-teens operating nett growth, and much than 20% net maturation done the extremity of the decade.

He added that semipermanent investors are apt to enactment assured successful the company’s quality to compound growth.

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Morris acknowledged that Reed Hastings stepping distant whitethorn measurement connected short-term sentiment.

However, helium points to continued enactment nether Ted Sarandos and Greg Peters arsenic a stabilizing factor. He besides noted Netflix’s evolving strategy—including advertizing and imaginable acquisitions—adding that caller acquisition has strengthened its M&A capabilities, adjacent if nary large deals are presently expected.

Image via Shutterstock

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