Bill Ackman calls Netflix stock incredibly cheap in public defense of his position
As seen on the 24/7 Wall St. homepage on November 3, 2026.
Ackman is publicly defending Netflix, one of the headline additions in Pershing Square's biggest portfolio overhaul in years, which puts his valuation call on the record for anyone tracking the position.
*ACKMAN SAYS NETFLIX STOCK 'INCREDIBLY CHEAP'
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Bill Ackman described Netflix as incredibly cheap, a pointed public statement that puts his valuation conviction on the record at a moment when the market can hold him to it.
The call carries added weight because Netflix is one of the headline additions in Pershing Square's biggest portfolio overhaul in years, according to the commentary around the post. That makes it a defense of a significant, deliberate bet.
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When a manager of Ackman's profile attaches a valuation label to a position this publicly, it tends to sharpen attention on the stock. Anyone tracking the Pershing Square portfolio now has a clear benchmark against which to measure the trade going forward.
The post drew 67 likes and 20 replies shortly after it appeared, suggesting the market community is already debating the call. How Netflix stock moves in the sessions ahead will be the first test of whether Ackman's conviction finds broader support.
Mentioned: NFLX