๐ NFLX IS THE MOST UNDERRATED MONEY PRINTER ON THE MARKET RIGHT NOW AND YOU'RE SLEEPING ON IT ๐
Alright degenerates, let me paint you a picture of a company that:
Just raised **2026 free cash flow guidance to $12.5 BILLION** (up from $11B). That's not revenue. That's FREE. CASH. FLOW. [TipRanks](https://www.tipranks.com/news/netflixs-nflx-first-half-is-soft-the-second-half-is-where-the-bull-case-lives)
Authorized a **$25 BILLION share buyback** on top of $6.8B already in the chamber. They are literally YOLOING their own stock. [TipRanks](https://www.tipranks.com/news/netflixs-nflx-first-half-is-soft-the-second-half-is-where-the-bull-case-lives)
Ad revenue expected to **roughly DOUBLE to \~$3 billion in 2026** after already growing 150% last year. The ad tier is just getting started. [TipRanks](https://www.tipranks.com/news/netflixs-nflx-first-half-is-soft-the-second-half-is-where-the-bull-case-lives)
**32.3% operating margin** and climbing. This thing prints money like the Fed used to. [TipRanks](https://www.tipranks.com/news/netflixs-nflx-first-half-is-soft-the-second-half-is-where-the-bull-case-lives)
**H2 2026 is the real catalyst.** Q2 marks the **peak content amortization headwind** โ meaning the margin pressure EASES in the back half. Bulls who understand this are loading up while smoothbrains panic over soft Q1 guidance. [TipRanks](https://www.tipranks.com/news/netflixs-nflx-first-half-is-soft-the-second-half-is-where-the-bull-case-lives)
**Content moat is REAL.** Wednesday, Squid Game finale, Stranger Things, Adolescence, NFL Christmas Day games, boxing matches โ these aren't just shows, they're **cultural events** that keep 300M+ households paying every month. [sec](https://www.sec.gov/Archives/edgar/data/1065280/000119312526159286/d20613ddef14a.htm)
The dip is a **gift**. Stock sitting \~$82 vs ATH of $133 just last year. They're buying back shares hand over fist at these levels. If you won't buy what a company is buying about itself, what are you even doing here. [LiteFinance](https://www.litefinance.org/blog/analysts-opinions/netflix-stock-price-prediction/)
**TL;DR:** FCF machine, massive buyback, ad revenue doubling, margin expansion in H2, content nobody can touch. This is a **H2 2026 asymmetric play**.
๐ฏ Targets: $100 by Q3, $120 EOY
I got calls