Apr. 29 at 1:17 AM
$NFLX Q1 beat hard — EPS
$1.23 vs
$0.76 est, 62% beat.
$25B buyback authorized. Ad revenue doubling to ~
$3B in 2026. Chart V-reversed from lows, now fading at
$92 trying to hold
$90. 32 analyst Buy ratings, median PT
$129. Guggenheim Buy
$130.
🐂 Hold
$90 =
$97 →
$102, median analyst PT
$129
🐻 Lose
$90 =
$85 →
$82 gap fill
⚠️ Next earnings not until July — no near-term binary, trade the chart
🟢
$25B buyback = institutional floor, company buying every dip
🟢 62% EPS beat = cleanest print in FAANG this quarter
🟢 Ad tier growing fast —
$3B ad rev projected 2026, doubling YoY
🚩 Viewership -3.2% YoY in Jan — engagement softening despite sub growth
🚩 Original content output lowest since 2017 — content pipeline thinning
🚩 Rosenblatt lone bear PT
$95 — right at current price#NFLX #Netflix #Streaming #TechStocks #hovdid
