Parkev Tatevosian, CFA 对 $NFLX 的判断变化

2026-09-06看涨
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奈飞(NFLX)是强力买入;公允价值127美元对比当前81美元,意味着12-18个月内有57%的上涨空间。

Netflix 实际上是我目前最喜欢买入的股票之一,我将其排在前十名。我在投资组合中持有 Netflix 股票,作为我最大的投资头寸之一。

Netflix is actually one of my favorite stocks to buy right now. I ranked it among the top ten. I own Netflix shares in my portfolio as one of my largest investment positions.

我估计 Netflix 股票的公平价值为 127 美元。当前市场价格为 81 美元。我预计 Netflix 股票在未来 12 到 18 个月内将上涨 57%。

I have estimated the fair value of Netflix shares at $127. The current market price is $81. I expect Netflix stock to rise by 57% over the next 12 to 18 months.

2026-09-02看涨
My Top 10 Stocks to Buy Right Now in September
Netflix被低估,呈现强劲的买入机会,具有显著的上涨潜力。

我认为下一个绝佳的买入机会是流媒体先驱 Netflix。我计算出该业务的合理价值为 129 美元,当前市场价格为 82 美元。

The next stock that I think is a great buying opportunity is the streaming pioneer Netflix. I calculated a fair value of the business at $129 and the current market price is $82.

基于这一差异,我计算出 Netflix 在未来 12 至 18 个月内有 59% 的上涨空间。一个较为看涨的因素是流媒体顺风。通过流媒体订阅观看内容比有线电视或卫星订阅方便得多。