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Netflix Is Down 40% From Its All-Time High. With No More Subscriber Numbers to Hide Behind, Is the Stock Still a Good Value?

The streaming media leader is still growing faster than its industry rivals.

Netflix Is Down 40% From Its All-Time High. With No More Subscriber Numbers to Hide Behind, Is the Stock Still a Good Value?

Published August 21, 2026 · Category: Finance

Overview

Netflix's (NASDAQ: NFLX) stock closed at a record high of $133.91 on June 30, 2025. But today, the streaming media giant's stock trades at about $80. Let's see what caused that 40% decline -- and if it's becoming a good value play for patient long-term investors.

Image source: Getty Images.

Starting in the first quarter of 2025, Netflix stopped reporting its subscriber numbers. That was a jarring change, since many investors considered it a key performance metric. Still, Netflix insisted that its revenue, operating margin, and free cash flow (FCF) had become better metrics for evaluating its business. It also claimed its introduction of multiple pricing tiers -- including ad-supported and paid sharing plans -- changed the value of each member.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.