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▶ 1:03 · $NFLX · Is Netflix Stock a Buy, Sell, or Hold in 2026?
episode briefing
Asymmetric Investing

Is Netflix Stock a Buy, Sell, or Hold in 2026?

2026-03-20 · 1 company · 3 thematic
sentiment
0 bull0 bear1 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“The question is, do you want to pay 30 times forward earnings for a company like this? And my answer to that is no. This is not a stock I would be selling, but it's also not a stock that I'm buying at this price.”
—travis hoium
now playing · $NFLX
$NFLX···neutral· mediumtravis hoium
Netflix fairly valued at 28x forward earnings; not buying at current price
Netflix has strong operating leverage and pricing power in US/Canada, but growth has decelerated to 10-15% and faces competition from YouTube and consolidating peers; at 28x forwa…