Looking for Exposure to NFLX? Try These Two ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2025
0mins
Should l Buy NFLX?
Source: TipRanks
Netflix Stock Performance: Netflix shares have increased by 32% in the past six months, contrasting with a 1% decline in the S&P 500, driven by a growing subscriber base and strong financials. Investors are optimistic about its mobile gaming and advertising ventures.
ETF Investment Options: Two ETFs, Global X Millennial Consumer ETF (MILN) and iShares Nasdaq Top 30 Stocks ETF (QTOP), offer indirect exposure to Netflix stock, with MILN focusing on millennial spending habits and QTOP tracking large-cap growth stocks, both showing potential for upside.
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Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NFLX is 129.47 USD with a low forecast of 92.00 USD and a high forecast of 152.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
38 Analyst Rating
27 Buy
9 Hold
2 Sell
Moderate Buy
Current: 80.870
Low
92.00
Averages
129.47
High
152.50
Current: 80.870
Low
92.00
Averages
129.47
High
152.50
About NFLX
Netflix, Inc. is a provider of entertainment services. The Company acquires, licenses and produces content, including original programming. It provides paid memberships in over 190 countries offering television (TV) series, films and games across a variety of genres and languages. It allows members to play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Company offers members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, TV set-top boxes and mobile devices. It is engaged in scaling its streaming service, such as introducing games and advertising on its service, as well as offering live programming. It is developing technology and utilizing third-party cloud computing, technology and other services. The Company is also engaged in scaling its own studio operations to produce original content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Netflix's Future Outlook and Challenges
- Market Dominance: Despite Netflix's stock underperforming the S&P 500 by 11% over the past year, its influence in the global entertainment industry remains strong, with projected revenues of $45 billion in 2025, reflecting a 16% annual growth rate that underscores its ongoing content creation capabilities.
- Acquisition Challenges: The all-cash acquisition of Warner Bros. for $82.7 billion may strain Netflix's liquidity, leading to a pause in stock repurchases; however, this move could solidify its leadership in the streaming market, potentially attracting investor interest.
- Slowing Revenue Growth: Netflix anticipates revenue growth to slow to 12%-14% in 2026, down from 2025's rate, which could further dampen investor sentiment, especially given its liquidity of only $9 billion, necessitating stock dilution or increased debt to finance the acquisition.
- Advertising Revenue Potential: Despite these challenges, Netflix expects its advertising revenue to nearly double by 2026, indicating significant potential for diversifying income sources, which may attract more users and enhance market share in the competitive streaming landscape.
See More
Netflix's $72 Billion Warner Bros. Deal Faces Antitrust Hurdles
- Acquisition Challenges: Netflix's $72 billion bid for Warner Bros. Discovery faces significant antitrust scrutiny, particularly in Europe, which could hinder its market expansion strategy and affect investor confidence.
- Potential ESPN Acquisition: Should the Warner Bros. deal collapse, Netflix may pivot to acquiring ESPN, which only contributed 19% of Disney's revenue in fiscal 2025 and has seen a 25% drop in operating profit, potentially allowing Netflix to reduce content costs significantly.
- Investment in Sports Content: Netflix is making substantial investments in live sports, including exclusive NFL Christmas games starting in 2024, indicating a strategic focus on sports content to attract more subscribers and enhance platform differentiation.
- Market Reaction: Since Netflix announced its pursuit of Warner Bros., its stock has declined; if the acquisition fails, the market may respond positively to a smaller ESPN deal, enhancing Netflix's content competitiveness and user experience.
See More
Netflix Faces Challenges in Warner Bros. Acquisition
- Acquisition Obstacles: Netflix's plan to acquire Warner Bros. Discovery for $72 billion faces antitrust scrutiny, particularly in Europe, which could delay or derail the deal, impacting its market expansion strategy.
- Potential ESPN Acquisition: Should the Warner Bros. deal fall through, Netflix may consider acquiring Disney's ESPN, which accounted for only 19% of Disney's $94.4 billion revenue in fiscal 2025, indicating its underperformance and potential as a strategic asset for Netflix.
- Increased Sports Investment: Netflix has begun significant investments in live sports, becoming the exclusive broadcaster of NFL games on Christmas, demonstrating its commitment to content diversification and user engagement, which could enhance customer retention.
- Market Reaction: Since announcing the Warner Bros. acquisition, Netflix's stock has declined, and a pivot to acquiring ESPN could be viewed favorably by the market, potentially improving its content cost structure and enhancing competitiveness.
See More
Disney's Streaming Business Reaches Profit Turning Point
- Profitability Surge: Disney's direct-to-consumer streaming segment achieved an operating profit of $1.3 billion in fiscal 2025, marking a significant rebound from a cumulative loss of $4.6 billion in 2020 and 2021, demonstrating the sustainability and market appeal of its business model.
- User Growth Strategy: Leveraging powerful intellectual properties like Pixar, Star Wars, and Marvel, Disney rapidly expanded its subscriber base, with projected operating profits of $500 million in Q2 2026, reflecting a $200 million increase from the previous year and showcasing its competitive edge in the streaming market.
- Attractive Market Valuation: Disney's stock is currently trading at a forward price-to-earnings ratio of 16.2, below the S&P 500's 22.2 multiple, indicating that the market has yet to fully digest its transition, potentially offering an attractive buying opportunity for investors.
- Future Growth Expectations: The company's leadership anticipates double-digit adjusted earnings per share growth this fiscal year, and if this trend continues into fiscal 2027 and beyond, the profitability of its streaming business could drive a bull run in its stock price.
See More
Disney's Streaming Profits Surge Amid 48% Stock Decline: Is a Bull Run Ahead?
- Streaming Business Transformation: Disney's direct-to-consumer streaming segment achieved an operating profit of $1.3 billion in fiscal 2025, marking a successful turnaround from a cumulative loss of $4.6 billion in 2020 and 2021, indicating strong recovery potential in the streaming market.
- User Growth Strategy: By integrating platforms like Disney+, Hulu, and ESPN, Disney rapidly expanded its subscriber base, leveraging its powerful intellectual property to attract global audiences, thereby enhancing market competitiveness and reducing churn rates.
- Attractive Market Valuation: Disney's forward price-to-earnings ratio stands at 16.2, below the S&P 500's 22.2 multiple, suggesting that the current stock price may be undervalued, providing potential buying opportunities for investors.
- Future Growth Expectations: The company anticipates double-digit adjusted earnings per share growth this fiscal year, and if this trend continues, combined with rising streaming profits, Disney's stock could be poised for a bull run.
See More
Disney's Streaming Business Turns Profitable
- Profit Transformation: Disney's direct-to-consumer (DTC) streaming segment achieved an operating profit of $1.3 billion in fiscal 2025, marking a significant turnaround since the launch of Disney+ in 2019, indicating its growing success in a competitive market.
- User Growth: Despite a cumulative loss of $4.6 billion in fiscal 2020 and 2021, Disney rapidly scaled its subscriber base, leveraging its strong intellectual property, which underscores the global appeal of its content and sets a foundation for future growth.
- Market Valuation: Disney's current forward price-to-earnings ratio stands at 16.2, significantly lower than the S&P 500's 22.2 multiple, suggesting that the market undervalues its stock, potentially offering an attractive buying opportunity for investors.
- Future Outlook: The company anticipates double-digit adjusted earnings per share growth this fiscal year, and if this trend continues alongside rising streaming profits, Disney's stock could enter a bull run, further solidifying its market position.
See More
Netflix's Future Outlook and Challenges
- Market Dominance: Despite Netflix's stock underperforming the S&P 500 by 11% over the past year, its influence in the global entertainment industry remains strong, with projected revenues of $45 billion in 2025, reflecting a 16% annual growth rate that underscores its ongoing content creation capabilities.
- Acquisition Challenges: The all-cash acquisition of Warner Bros. for $82.7 billion may strain Netflix's liquidity, leading to a pause in stock repurchases; however, this move could solidify its leadership in the streaming market, potentially attracting investor interest.
- Slowing Revenue Growth: Netflix anticipates revenue growth to slow to 12%-14% in 2026, down from 2025's rate, which could further dampen investor sentiment, especially given its liquidity of only $9 billion, necessitating stock dilution or increased debt to finance the acquisition.
- Advertising Revenue Potential: Despite these challenges, Netflix expects its advertising revenue to nearly double by 2026, indicating significant potential for diversifying income sources, which may attract more users and enhance market share in the competitive streaming landscape.
See More
Netflix's $72 Billion Warner Bros. Deal Faces Antitrust Hurdles
- Acquisition Challenges: Netflix's $72 billion bid for Warner Bros. Discovery faces significant antitrust scrutiny, particularly in Europe, which could hinder its market expansion strategy and affect investor confidence.
- Potential ESPN Acquisition: Should the Warner Bros. deal collapse, Netflix may pivot to acquiring ESPN, which only contributed 19% of Disney's revenue in fiscal 2025 and has seen a 25% drop in operating profit, potentially allowing Netflix to reduce content costs significantly.
- Investment in Sports Content: Netflix is making substantial investments in live sports, including exclusive NFL Christmas games starting in 2024, indicating a strategic focus on sports content to attract more subscribers and enhance platform differentiation.
- Market Reaction: Since Netflix announced its pursuit of Warner Bros., its stock has declined; if the acquisition fails, the market may respond positively to a smaller ESPN deal, enhancing Netflix's content competitiveness and user experience.
See More
Netflix Faces Challenges in Warner Bros. Acquisition
- Acquisition Obstacles: Netflix's plan to acquire Warner Bros. Discovery for $72 billion faces antitrust scrutiny, particularly in Europe, which could delay or derail the deal, impacting its market expansion strategy.
- Potential ESPN Acquisition: Should the Warner Bros. deal fall through, Netflix may consider acquiring Disney's ESPN, which accounted for only 19% of Disney's $94.4 billion revenue in fiscal 2025, indicating its underperformance and potential as a strategic asset for Netflix.
- Increased Sports Investment: Netflix has begun significant investments in live sports, becoming the exclusive broadcaster of NFL games on Christmas, demonstrating its commitment to content diversification and user engagement, which could enhance customer retention.
- Market Reaction: Since announcing the Warner Bros. acquisition, Netflix's stock has declined, and a pivot to acquiring ESPN could be viewed favorably by the market, potentially improving its content cost structure and enhancing competitiveness.
See More
Disney's Streaming Business Reaches Profit Turning Point
- Profitability Surge: Disney's direct-to-consumer streaming segment achieved an operating profit of $1.3 billion in fiscal 2025, marking a significant rebound from a cumulative loss of $4.6 billion in 2020 and 2021, demonstrating the sustainability and market appeal of its business model.
- User Growth Strategy: Leveraging powerful intellectual properties like Pixar, Star Wars, and Marvel, Disney rapidly expanded its subscriber base, with projected operating profits of $500 million in Q2 2026, reflecting a $200 million increase from the previous year and showcasing its competitive edge in the streaming market.
- Attractive Market Valuation: Disney's stock is currently trading at a forward price-to-earnings ratio of 16.2, below the S&P 500's 22.2 multiple, indicating that the market has yet to fully digest its transition, potentially offering an attractive buying opportunity for investors.
- Future Growth Expectations: The company's leadership anticipates double-digit adjusted earnings per share growth this fiscal year, and if this trend continues into fiscal 2027 and beyond, the profitability of its streaming business could drive a bull run in its stock price.
See More
Disney's Streaming Profits Surge Amid 48% Stock Decline: Is a Bull Run Ahead?
- Streaming Business Transformation: Disney's direct-to-consumer streaming segment achieved an operating profit of $1.3 billion in fiscal 2025, marking a successful turnaround from a cumulative loss of $4.6 billion in 2020 and 2021, indicating strong recovery potential in the streaming market.
- User Growth Strategy: By integrating platforms like Disney+, Hulu, and ESPN, Disney rapidly expanded its subscriber base, leveraging its powerful intellectual property to attract global audiences, thereby enhancing market competitiveness and reducing churn rates.
- Attractive Market Valuation: Disney's forward price-to-earnings ratio stands at 16.2, below the S&P 500's 22.2 multiple, suggesting that the current stock price may be undervalued, providing potential buying opportunities for investors.
- Future Growth Expectations: The company anticipates double-digit adjusted earnings per share growth this fiscal year, and if this trend continues, combined with rising streaming profits, Disney's stock could be poised for a bull run.
See More
Disney's Streaming Business Turns Profitable
- Profit Transformation: Disney's direct-to-consumer (DTC) streaming segment achieved an operating profit of $1.3 billion in fiscal 2025, marking a significant turnaround since the launch of Disney+ in 2019, indicating its growing success in a competitive market.
- User Growth: Despite a cumulative loss of $4.6 billion in fiscal 2020 and 2021, Disney rapidly scaled its subscriber base, leveraging its strong intellectual property, which underscores the global appeal of its content and sets a foundation for future growth.
- Market Valuation: Disney's current forward price-to-earnings ratio stands at 16.2, significantly lower than the S&P 500's 22.2 multiple, suggesting that the market undervalues its stock, potentially offering an attractive buying opportunity for investors.
- Future Outlook: The company anticipates double-digit adjusted earnings per share growth this fiscal year, and if this trend continues alongside rising streaming profits, Disney's stock could enter a bull run, further solidifying its market position.
See More
