Jeremy Lefebvre on Netflix (NFLX): the quotes, dated.
13 dated quotes about Netflix stock (NFLX), selected from 120 of the 121 Jeremy Lefebvre 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, 2026-10-19
- $69.85
- Price since the first forecast, Dec 8, 2025
- -27.8%
- S&P 500 (SPY), same period
- +12.1%
- vs the S&P 500
- -39.9 pp
- Latest stance, Oct 7, 2026
- Hold, bullish
- Mentions found
- 313 in 46 of 120 videos
The short version
In October 2025 Jeremy Lefebvre graded Netflix's earnings C++, not great. In December 2025 they were absolutely not interested in buying, and in January 2026 they called the Warner Brothers deal a huge hold-up. In June 2026 they spent over $60,000 on Netflix, seeing a trillion-dollar path by the early 2030s. In July 2026 they readied $50,000 to add after an earnings drop. In August 2026 they named it the market's most attractive three-year risk-reward. In September 2026 they gave 2030 cases of about 134 to 231, said they would sell at 200, and bought almost $14,000. In October 2026 they called it the best buying opportunity since 2022.
Summary of the quotes on this page. Updated .
What Jeremy Lefebvre said last · Oct 7, 2026
Hold, bullish
“A stock like Netflix very low risk over the next, you know, we call 3 to 5 years but great upside reward there so that one I could feel comfortable making all the way into maybe a 5 to 7% position size there.”
Position changed
The quotes move from bearish to bullish views over time.
NFLX from to . Price movement, not the creator’s realized return.
Price up since 4 of 13 quotes · Stock ahead of SPY: 4 of 13
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Jeremy Lefebvre’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
So, Netflix as of right now is a little over a $300 billion market cap. To me, it looks like a company that's on the trajectory to join the trillion dollar boys club at some poi…
Price target
And so my worst case scenario for Netflix has a stock going about 134 come 2030, right? And my best case scenario has a stock going about 231. 231 in 2030.
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 · 2025-09-15 → 2026-10-19 · 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 |
| 2026-10-19 | $69.85 |
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 · 2025-09-15 → 2026-10-19 · 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 |
| 2026-10-19 | $69.85 |
What Jeremy Lefebvre said, when
- 1
— Risk acknowledged
2:33 “Listen guys, you look at these earnings for Netflix, this was not a great earnings report. This was a C++ great and C++es are not great.”
Discussing Netflix's double-digit drop after earnings. He said revenue growth looked strong but costs were rising faster than revenue.
- 2
— Avoid
42:44 “So, am I interested in stepping into Netflix? Absolutely not. In my personal opinion, there's way better opportunities in the market.”
He was discussing Paramount outbidding Netflix for Warner Bros. Discovery and calling the situation messy for Netflix for the next 6 to 18 months.
- 3
— Risk acknowledged
8:16 “And this is a huge hold up for Netflix in 2026 for the stock price. I've talked about this several times since the deal was announced. I don't like it.”
After calling Netflix's quarterly earnings an A+, he said the planned all-cash $83 billion purchase of Warner Brothers was holding the stock back.
- 4
— Disclosed buy
30:19 “I said just did a freak buy in the public account. Netflix. The valuation has got super interesting and I spent over $60,000 on Netflix stock.”
He was describing a message he had posted to his private stock group.
- 5
— Valuation view
36:57 “So, Netflix as of right now is a little over a $300 billion market cap. To me, it looks like a company that's on the trajectory to join the trillion dollar boys club at some point in the early 2030s, right?”
This followed his base-case and bear-case estimates of revenue growth, net income growth and P/E ratios through 2030.
- 6
— Buying the dip
27:27 “Now, I let my private group know I said, "I'm holding $50,000 back here cuz my plan was if Netflix goes down big on earnings, right? I got $50,000 sitting there ready to go in." Well, guess what? Guess what? It's going in tomorrow, okay?”
He had just said he bought 375 shares of Netflix before its earnings report.
- 7
— Top conviction
20:52 “Netflix, it's the most attractive risk-reward in the market for the next 3 years in my opinion.”
He was answering which single stock he would choose if he had to invest $1.1 million and hold it for three years without selling.
- 8
— Price target
29:24 “And so my worst case scenario for Netflix has a stock going about 134 come 2030, right? And my best case scenario has a stock going about 231. 231 in 2030.”
He was walking through his bear, base and bull valuation cases for Netflix, and he added that he had been buying the stock heavily in June and July.
- 9
— Conditional
15:54 “I mean, if it was 200, okay, you can have my Netflix shares, but there's nothing even remotely close to where we're at right now that would make me say I got to start selling my Netflix shares.”
He called Netflix still a buy and a relatively new position on which he was up $14,000, and he said he might keep buying at 80 to 120.
- 10
— Disclosed buy
30:59 “Next stock I bought here, number two, is Netflix. This is a big boy buy for me here today. Almost $14,000 in Netflix.”
He was going through the stocks he bought that day, and said he got the shares at just under $70 each.
- 11
— Mention
13:42 “Now, the advertising business is really a gamecher for Netflix for the next 5 to 10 years. That business is still very small relative to the overall business, right?”
Part of his case for Netflix as an easy buy, pointing to subscriber retention and a growing advertising business.
- 12
— Named as a pick
15:33 “And so, this is just a incredible incredible buying opportunity in this stock. It's the best buying opportunity you really had in Netflix uh since 2022.”
Presented as one of seven stocks to buy before October 31, after arguing Netflix does not carry bankruptcy-type risk.
- 13
— Hold, bullish
4:49 “A stock like Netflix very low risk over the next, you know, we call 3 to 5 years but great upside reward there so that one I could feel comfortable making all the way into maybe a 5 to 7% position size there.”
He named Netflix among the newer buys in his public account that he is actively building, and discussed how large he would let different positions get.
No quote added since · 2 later videos from Jeremy Lefebvre · covers videos through
Other creators on NFLX
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- Everything MoneyMention-36.4%
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How to read this
Quotes are short excerpts from Jeremy Lefebvre'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 2026-10-19. 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: 120 of 121 videos published since 2025-09-10 covered; 313 Netflix mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Jeremy Lefebvre. Request a correction or removal