Netflix Prints $11B Cash. Why Did the Stock Crash to $65?
Deep Values: Value Investing Deep Dives · Oct 22, 2026 · 26:36
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Oct 22, 2026 · 26:36
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Netflix just posted a 34.6% operating margin and $11.3B of trailing free cash flow, yet the stock fell to $65 on a $300M ad-revenue guidance trim. We run the Graham-Dodd scorecard and four DCF scenarios to see where that price sits against an estimated intrinsic-value range.
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