Netflix Inc

NFLX: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Netflix Earnings: Recent Slowdown Fears Are Generally Confirmed, but Being Too Bearish Is a Mistake

Matthew Dolgin

Oct 21, 2026

Netflix's third-quarter results were good, but management commentary reinforced the growth fears that have hit the stock. Engagement has been disappointing, advertising sales will fall short of the 2026 target; and management wouldn't commit to 2027 sales meeting its double-digit growth target.

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Netflix Inc

Netflix Earnings: Recent Slowdown Fears Are Generally Confirmed, but Being Too Bearish Is a Mistake

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