分享的观点图
Let's Talk Money! with Joseph Hogue, CFA 2026年10月25日:NFLX、RDDT、GOOG
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更多分享图My actual cost basis is closer to $68.59 a share and I'm still down, but I like the upside on this, though I'm not sure I'll hold out for the $100 target because I'm usually too impatient.
Any sentiment boost from either of those two catalysts or just that continued growth could easily take this stock back up to $200 or higher.
If the bottom doesn't drop out of the AI theme and the market, I do believe the stock gets back up to about $400 a share over the next year.
The reminder that cash flow is going to sink further into the red could drag the shares down lower after its earnings, and I think analysts are overly bullish here, at least in the short term.