24/7 Wall St. Holds Netflix Inc at $92.37 After Post-Earnings Dip

24/7 Wall St. rates Netflix Inc a Hold at $92.37 following a post-earnings pullback deemed uncompelling for buyers. Q1 revenue reached $12.25B (+16.2% YoY) and EPS $1.23, beating estimates but inflated by a $2.8B one-time Warner Bros. termination fee. Management guides to ~31.5% operating margin in 2026, FCF near $12.5B, and ad revenue toward $3B with ad-tier sign-ups at 60% of new users and advertisers +70% YoY. Forward P/E ~29 offers 23% upside to $114.38 consensus target, but insider selling and lag versus AI peers like NVDA.OQ, AVGO.OQ warrant patience for cleaner catalysts.