Joseph Carlson on Netflix (NFLX): the quotes, dated.
18 dated quotes about Netflix stock (NFLX), selected from all 118 Joseph Carlson 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, 2026-10-28
- $61.99
- Price since the first forecast, Sep 19, 2025
- -49.5%
- S&P 500 (SPY), same period
- +16.4%
- vs the S&P 500
- -65.9 pp
- Latest stance, Oct 5, 2026
- Disclosed buy
- Mentions found
- 1745 in 96 of 118 videos
The short version
In September 2025 Joseph Carlson called Netflix a top position and a hold to soft buy. In October 2025 they flagged a 40 PE ratio. In November 2025 they saw the drop below $1,100 as an opportunity and projected a trillion-dollar market cap around 2031. In December 2025 they bought $10,000 more, making a $120,000 position. They added $5,000 in January 2026 and March 2026, and flagged AI and acquisition concerns in February 2026 and a lack of hits in July 2026. In August 2026 they set a $60 buy-in target, in September 2026 called Netflix among their most undervalued holdings, and in October 2026 bought $2,000 more.
Summary of the quotes on this page. Updated .
What Joseph Carlson said last · Oct 5, 2026
Disclosed buy
“Now, like I said, I bought three different companies. The first one was Netflix. I bought another $2,000 of this stock.”
Bullish call · Price fell
The price fell since the first bullish quote.
NFLX from to . Price movement, not the creator’s realized return.
Price up since 0 of 18 quotes · Stock ahead of SPY: 0 of 18
Leaderboard result: Lagged the market (6 months, → ). Scored from the first close after the video, . How it is scored
Joseph Carlson’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
The big counterpoint for Netflix is that the valuation has gotten quite high. It's up to a 40 PE ratio. But anytime we look at valuation, we have to match it with growth rate an…
Said before the 10-for-1 split of Nov 17, 2025: prices in the quote are in pre-split dollars.
Valuation view
I expect the earnings per share growth to grow above 25% over the next 3 years. Netflix will be one of the fastest EPS growing companies in the market.
Said before the 10-for-1 split of Nov 17, 2025: prices in the quote are in pre-split dollars.
Price target
And I could see Netflix going to a trillion dollar market cap by around 2031. So I think it's going to be another double in roughly 5 years.
Said before the 10-for-1 split of Nov 17, 2025: prices in the quote are in pre-split dollars.
Valuation view
Now the next company I believe is the most undervalued in my portfolio or very close to it today, which is Netflix.
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 · 2025-08-20 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $121 |
| 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 |
| 2026-10-28 | $61.99 |
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 · 2025-08-20 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $121 |
| 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 |
| 2026-10-28 | $61.99 |
What Joseph Carlson said, when
- 1
— Hold, bullish
15:49 “We have Netflix as a top position. Uh My thoughts on Netflix are very simple. Right now, I consider it a hold to a soft buy.”
Corrected · corrections log
- 2
— Valuation view
12:30 “The big counterpoint for Netflix is that the valuation has gotten quite high. It's up to a 40 PE ratio. But anytime we look at valuation, we have to match it with growth rate and predictability of growth.”
4 earlier quotes, Nov 5, 2025 to Dec 17, 2025
- 3
— Buying the dip
15:53 “It was as high as $1,300 per share, and now it's below $1,100 per share. While some investors will interpret this as an overpriced company coming back down to a more realistic valuation, I see it differently. I think that this is an opportunity.”
- 4
— Valuation view
20:37 “I expect the earnings per share growth to grow above 25% over the next 3 years. Netflix will be one of the fastest EPS growing companies in the market.”
- 5
— Price target
33:38 “And I could see Netflix going to a trillion dollar market cap by around 2031. So I think it's going to be another double in roughly 5 years.”
After a clip of analyst Mark Mahaney calling Netflix a top-three pick, Carlson said he hadn't sold a share and still counted Netflix among his highest-conviction picks.
- 6
— Disclosed buy
19:23 “In any case, no matter which way I look at Netflix, I just recently bought another $10,000 worth of the stock and I now have it as a $120,000 position. It's a massive position and I feel good having it there.”
Discussing Netflix's bid for Warner Brothers Discovery and the possibility of a higher Paramount offer.
- 7
— Disclosed holding
12:27 “In 2021 and 2022, I became very bullish on Netflix. That was one that I bought a lot of. It had a big recovery. Netflix gained 70 million subscribers over that time period. The stock rocketed back up from $200 per share to $1,000 per share, and it's been a big winner.”
He recalls buying Netflix in 2021 and 2022.
Corrected · corrections log
- 8
— Named as a pick
3:14 “The first one is Netflix. This is a company that I believe should be on the radar to be a purchase by any new investor. When we look at Netflix, there's a couple reasons that I outline this company. First of all, the price is way down from its recent highs.”
Corrected · corrections log
- 9
— Disclosed buy
23:54 “Now, if we contrast this against a company that I am buying, I bought $5,000 more of Netflix today.”
Contrasting Tesla's valuation with Netflix's price-to-earnings ratio, free cash flow and revenue growth.
- 10
— Risk acknowledged
3:34 “Netflix is down big over AI concerns and concerns of their acquisition.”
Carlson was going through the selling pressure in his Story Fund portfolio, stock by stock.
- 11
— Disclosed buy
14:26 “And I did take advantage of this. I did buy more Netflix during this time period. Here's a $5,000 buy at $85 per share.”
Carlson was discussing Netflix stepping away from the Warner Bros. Discovery deal and the stock's dip and recovery around it.
- 12
— Hold, bullish
7:44 “We have Netflix at 50,000 or 72%. Netflix would have been higher, but this stock just fell 13% after earnings, and I believe that it's going to have a full recovery.”
Carlson was going through the gains on the positions in his portfolio.
- 13
— Risk acknowledged
18:36 “One of them that I believe is the most valid reason of why Netflix stock is trading down is that Netflix simply hasn't had a big hit in a while.”
He was explaining why Netflix shares had fallen about 40% from their highs, while still calling the stock cheap at roughly a 22 forward P/E.
- 14
— Conditional
11:44 “So, if there's any weakness in the stock in the meantime, I'm going to be buying it. If Netflix drops from the 70s into the 60s, I'll be once again increasing my stake in the company.”
Ahead of Netflix's earnings, he said the reported engagement problems were real but that the company could fix them over time.
- 15
— Disclosed buy
16:27 “There is a lot of fears baked in that I don't believe are accurate, and I still hold this one as a huge position. I haven't sold any Netflix, and in fact, I've added $5,000 to it this year.”
While reviewing Bill Ackman's new Netflix stake, he noted that Netflix was 50% off its highs and described his own position.
- 16
— Conditional
14:26 “Netflix currently trades at $80 per share. The buy-in target I'm setting for this company is $60. If Netflix is the first company to reach its buy-in target, it'll earn the additional $10,000.”
Carlson was setting buy-in prices for his holdings and said the first one to reach its price would get an extra $10,000. He described Netflix as a $106,000 position in a downtrend.
- 17
— Valuation view
16:25 “Now the next company I believe is the most undervalued in my portfolio or very close to it today, which is Netflix.”
He was going through his portfolio holdings and said Netflix had been beaten down by the market over engagement and competition worries.
- 18
— Disclosed buy
1:29 “Now, like I said, I bought three different companies. The first one was Netflix. I bought another $2,000 of this stock.”
Carlson was going through three companies he described as turnaround stocks he bought, before showing his existing Netflix position.
No quote added since · 5 later videos from Joseph Carlson · covers videos through
Also disclosed on the portfolio page
Joseph Carlson’s own NFLX trades from videos this timeline does not quote. They are listed, not counted: the price change and the call record above use the quotes only.
— Added
“Today on the Joseph Carlson show, I am buying $10,000 more of a stock that I already own. The company's in the story fund, my secondary portfolio, and the stock is Netflix. I already own $109,000 of this”
Other creators on NFLX
- Stocks with JoshConditional-36.2%
- Daniel PronkRisk acknowledged-44.5%
- Chris SainPrice target-48.5%
- Jeremy LefebvreHold, bullish-36.0%
- Adam KhooHold, bullish-15.3%
- Everything MoneyMention-43.6%
More from Joseph Carlson
All 19 companies →Joseph Carlson has spoken on camera about their own NFLX position; the latest, : Gain / loss. See it in the disclosed holdings →
- Tesla TSLARisk acknowledged-7.1%
- S&P Global SPGIDisclosed buy-6.4%
- Uber UBERDisclosed buy-4.9%
- Alphabet GOOGLHold, bullish-3.9%
- Amazon AMZNRisk acknowledged+14.6%
- ASML ASMLHold, bullish+19.2%
How to read this
Quotes are short excerpts from Joseph Carlson'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 2026-10-28. 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: 118 of 118 videos published since 2025-09-10 covered; 1745 Netflix mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Joseph Carlson. Request a correction or removal