Damodaran: Netflix is quietly rebuilding around AI, values NFLX at 72/100 with $85 base case
pdamodaran · x · 2026-10-30
Aswath Damodaran published his Netflix research report, arguing the streamer is quietly rebuilding itself around AI while also opening two 100,000 sq ft experiential venues inside malls.
- Rating: 72/100 Positive
- Reference price: $62.05
- FY2029 scenario targets: $46 / $85 / $118
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