Daniel Pronk on NFLX
Daniel Pronk on Netflix (NFLX): the quotes, dated.
6 dated quotes about Netflix stock (NFLX), selected from all 96 Daniel Pronk videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with NFLX’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- NFLX close, 2026-10-23
- $65.85
- Price since the first quote, Oct 22, 2025
- -41.0%
- S&P 500 (SPY), same period
- +13.8%
- vs the S&P 500
- -54.8 pp
- Latest stance, Oct 20, 2026
- Risk acknowledged
- Mentions found
- 370 in 10 of 96 videos
The short version
In October 2025 Daniel Pronk argued that Netflix stock's post-earnings drop probably reflected its price of 50 times free cash flow. In January 2026 they judged the stock around or slightly below fair value. In April 2026 they saw it near fair value but expected modest long-term returns, given projected annual growth of roughly 12%. In June 2026 they said they were not buying Netflix, finding Meta and Amazon more attractive. In July 2026 they saw a strong argument that the stock was beginning to look undervalued. In October 2026 they said they did not own Netflix, citing growing competition for consumer attention, especially with generative AI.
Summary of the quotes on this page. Updated .
What Daniel Pronk said last · Oct 20, 2026
Risk acknowledged
“Now, this is one of the reasons why I don't own Netflix. I think more and more content and choices will happen over time, and it's going to become more challenging to compete for consumer attention, especially in the world of generative AI.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
NFLX from to . Price movement, not the creator’s realized return.
Price up since 0 of 6 quotes · Stock ahead of SPY: 0 of 6
Leaderboard result: Not scored (no clear directional call). How it is scored
Daniel Pronk’s price target and valuation calls on NFLX
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
However, in my opinion, the real reason is probably because Netflix stock is trading for 50 times free cash flows even after this 10% drop.
Said before the 10-for-1 split of Nov 17, 2025: prices in the quote are in pre-split dollars.
Valuation view
So, in my opinion, I do think that Netflix stock is trading right around fair value today or even slightly below fair value.
Valuation view
I do think that Netflix stock is potentially selling for around fair value in after hours now, but I still don't think that at this price the stock will produce very stellar ret…
Valuation view
So, with that being said, I do think that there is a pretty strong argument that Netflix's stock is beginning to look undervalued in the market today.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
NFLX · daily close, split-adjusted · 2025-09-18 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $120 |
| 2025-10-31 | $112 |
| 2025-11-28 | $108 |
| 2025-12-31 | $93.76 |
| 2026-01-30 | $83.49 |
| 2026-02-27 | $96.24 |
| 2026-03-31 | $96.15 |
| 2026-04-30 | $93.61 |
| 2026-05-29 | $86.02 |
| 2026-06-30 | $71.40 |
| 2026-07-31 | $71.71 |
| 2026-08-31 | $81.05 |
| 2026-09-30 | $69.58 |
| 2026-10-23 | $65.85 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
NFLX · daily close, split-adjusted · 2025-09-18 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $120 |
| 2025-10-31 | $112 |
| 2025-11-28 | $108 |
| 2025-12-31 | $93.76 |
| 2026-01-30 | $83.49 |
| 2026-02-27 | $96.24 |
| 2026-03-31 | $96.15 |
| 2026-04-30 | $93.61 |
| 2026-05-29 | $86.02 |
| 2026-06-30 | $71.40 |
| 2026-07-31 | $71.71 |
| 2026-08-31 | $81.05 |
| 2026-09-30 | $69.58 |
| 2026-10-23 | $65.85 |
What Daniel Pronk said, when
- 1
— Valuation view
25:11 “However, in my opinion, the real reason is probably because Netflix stock is trading for 50 times free cash flows even after this 10% drop.”
Netflix stock had fallen 10% after third-quarter 2025 earnings. Pronk described the results as strong overall and was explaining why the stock fell.
- 2
— Valuation view
15:36 “So, in my opinion, I do think that Netflix stock is trading right around fair value today or even slightly below fair value.”
This followed a discounted cash flow estimate built on EBITDA, which gave a fair value of $91 per share.
- 3
— Valuation view
13:31 “I do think that Netflix stock is potentially selling for around fair value in after hours now, but I still don't think that at this price the stock will produce very stellar returns over the long term because it's projecting roughly 12% annual growth from here.”
This came after first-quarter 2026 earnings, when Pronk pointed to slowing revenue growth as a sticking point.
- 4
— Mention
15:03 “So, when I compare Netflix in the market today versus Meta or Amazon, I think the latter stocks are looking much more attractive. And that is really why I am not buying Netflix here.”
Pronk compared discounted cash flow results for Netflix with those for Meta and Amazon.
- 5
— Valuation view
13:33 “So, with that being said, I do think that there is a pretty strong argument that Netflix's stock is beginning to look undervalued in the market today.”
This followed discounted cash flow runs giving fair values of about $75 to $85 per share, against roughly $68 in after-hours trading. Pronk added that they preferred Meta and Microsoft.
- 6
— Risk acknowledged
3:49 “Now, this is one of the reasons why I don't own Netflix. I think more and more content and choices will happen over time, and it's going to become more challenging to compete for consumer attention, especially in the world of generative AI.”
Pronk was reacting to Netflix's third-quarter 2026 report, which mentioned intense competition for consumer attention.
No quote added since · 1 later video from Daniel Pronk · covers videos through
Other creators on NFLX
- Stocks with JoshConditional-32.2%
- Chris SainPrice target-45.3%
- Jeremy LefebvreHold, bullish-32.0%
- Joseph CarlsonDisclosed buy-46.3%
- Adam KhooHold, bullish-10.0%
- Everything MoneyMention-40.1%
More from Daniel Pronk
All 9 companies →Daniel Pronk has spoken on camera about their own NFLX position; the latest, : Not holding. See it in the disclosed holdings →
- Meta METABuying the dip-11.4%
- Amazon AMZNDisclosed buy-2.7%
- Brookfield BAMDisclosed holding+4.9%
- Nvidia NVDAValuation view+1.9%
- MercadoLibre MELIValuation view-11.4%
- Alphabet GOOGLValuation view+33.0%
How to read this
Quotes are short excerpts from Daniel Pronk's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is NFLX's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-23. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 96 of 96 videos published since 2025-09-10 covered; 370 Netflix mentions found. Prices as of 2026-10-23.
Independent record — not affiliated with or endorsed by Daniel Pronk. Request a correction or removal