Netflix(NFLX)
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Phillip Securities Cite Netflix, Inc. (NFLX)’s Market Leadership and Pricing Power for Long-Term Upside
Yahoo Finance· 2026-01-29 12:42
We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The fourth stock on our list of most profitable stocks is Netflix, Inc. TheFly reported on January 26 that Phillip Securities analyst Helena Wang upgraded NFLX from Sell to Accumulate and increased its price target to $100 from $95. The change followed the firm’s decision to roll its valuation framework forward to fiscal 2026. Phillip Securities highlighted NFLX’s leadership in the video-on-demand market, supported by stron ...
The Zacks Analyst Blog Johnson & Johnson, Netflix, Arista Networks, Omega and AXIL
ZACKS· 2026-01-29 09:56
Core Insights - Zacks Equity Research highlights key stocks including Johnson & Johnson, Netflix, Arista Networks, Omega Flex, and AXIL Brands, providing insights into their performance and market conditions [1][2] Johnson & Johnson - Johnson & Johnson's shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past six months, with a gain of 38.7% compared to the industry's 22.5% [4] - The company exceeded Q4 earnings and sales estimates, driven by growth in its Innovative Medicine unit, despite facing challenges from the Stelara patent expiration [4][5] - The MedTech segment has shown operational growth, and the company anticipates higher sales growth in both segments for 2026 [5] Netflix - Netflix's shares have underperformed the Zacks Broadcast Radio and Television industry over the past six months, declining by 27.4% compared to the industry's 13.1% [6] - The company reported solid Q4 2025 results, with earnings surpassing estimates and revenue increasing by 18% to $12.05 billion, alongside a significant rise in advertising revenue [7][8] - Despite projecting revenue growth of 12-14% for 2026, Netflix faces challenges from regulatory hurdles related to the proposed Warner Bros. Discovery acquisition and increasing competition from Disney and Amazon [6][8] Arista Networks - Arista Networks' shares have outperformed the Zacks Internet - Software industry over the past six months, with a gain of 26.1% compared to the industry's decline of 9.7% [9] - The company benefits from strong demand trends and a scalable product portfolio, including advanced cloud-native software and high-performance switching products [9][10] - However, Arista faces competition in cloud networking solutions and margin pressures due to rising costs and high customer concentration [11] Omega Flex - Omega Flex's shares have gained 3% over the past six months, while the Zacks Steel - Pipe and Tube industry has increased by 20.7% [12] - The company maintains a debt-free balance sheet with $49.4 million in cash and has a disciplined capital return policy reflected in its dividend payouts [12][13] - Despite its competitive edge in gas piping products, Omega Flex has experienced a 2.2% revenue decline and an 18% drop in operating profit year-to-date due to pressures from residential construction and rising costs [14] AXIL Brands - AXIL Brands' shares have outperformed the Zacks Consumer Products - Staples industry over the past year, with a gain of 26.5% compared to the industry's decline of 7.4% [15] - The company is expanding its retail footprint and shifting towards a diversified omni-channel strategy, enhancing its scale and customer reach [16] - AXIL Brands has a strong balance sheet and is positioned for long-term growth, particularly in the hair and skin care segment [17]
Netflix And Warner Bros. Discovery Discover A New Path Forward (NASDAQ:NFLX)
Seeking Alpha· 2026-01-29 09:14
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
This AI Stock Is Primed for a Monster Run in 2026
The Motley Fool· 2026-01-29 08:35
This streaming giant has fallen, but looks ready for a ferocious rebound.Quick, think about an artificial intelligence (AI) stock. What's the first name to pop into your mind? It probably wasn't streaming giant Netflix (NFLX 1.10%). But don't be fooled: AI is going to start changing the way we work, shop, and consume media.Netflix may not be an obvious AI stock, but it is an AI company. Its algorithms gently push you to binge-watch the new show you love, and it will continue to evolve, looking for ways to c ...
Should You Buy the Dip in Netflix Stock?
The Motley Fool· 2026-01-29 08:05
Group 1: Stock Performance - Netflix stock has plummeted nearly 30% over the last six months, with a significant drop of about 27% since the summer [1][2] - In 2025, shares initially rose by approximately 37% in the first half of the year before entering a downward trend [1] Group 2: Economic Factors - As a services business, Netflix is vulnerable to macroeconomic themes like inflation, which can impact consumer purchasing power [2] - Despite inflation and tariffs affecting the economy, recent GDP growth indicates that consumer spending remains resilient [2] Group 3: Acquisition Context - The main drag on Netflix stock is attributed to its ongoing contest with Paramount Skydance for the film and television assets of Warner Bros. Discovery, rather than economic factors [3] - Wall Street tends to dislike unpredictability, which is a significant concern surrounding acquisitions [3] Group 4: Business Model Insights - Investors should focus on Netflix's business model rather than the specifics of the Warner Bros. acquisition [4] - The last five years have been transformational for Netflix, with accelerating revenue and improving gross margins indicating efficient business operations post-pandemic [5] Group 5: Customer Retention and Growth - Netflix has maintained customer retention through smart capital allocation and content refreshes, which keeps its library updated [8] - The company's recurring revenue model and profitable subscriber economics have led to a surge in earnings growth, creating a virtuous cycle of strong retention rates and steady growth [9] Group 6: Valuation Considerations - Netflix's forward price-to-earnings (P/E) multiple of 27 may not seem like a bargain at first glance [10] - The stock is trading at a considerable discount compared to less profitable streaming companies and is near its cheapest level in five years based on forward earnings estimates [12]
舆观 最佳品牌 排名2026-北欧版
YouGov· 2026-01-29 05:10
NORDICS YouGov Best Brand Rankings 2026 Discover the top performing global brands over the last 12 months, with country -specific deep dives for Denmark, Finland, Norway, Sweden, and additional 9 key markets. /Research Reality 2 YouGov Best Brand Rankings 2026 Contents 1 Introduction 2 Methodology 3 YouGov Best Brand Rankings 2026 4 Top brands by market : Denmark, Finland, Norway, and Sweden 5 Top brands by additional market : Australia, France, Germany Indonesia, Kingdom of Saudi Arabia Singapore, Spain Un ...
3 Reasons to Hold Netflix Stock Following Solid Q4 Earnings
ZACKS· 2026-01-28 16:25
Key Takeaways Netflix beat Q4 estimates with $12.05B revenues and over 325M paid memberships worldwide.NFLX guides 12-14% revenue growth in 2026, sees ad revenues doubling & operating margin rising to 31.5%.NFLX agreed to acquire Warner Bros. for about $82.7B, expanding studios and IP but facing regulatory review.Netflix (NFLX) delivered a robust fourth-quarter 2025 performance that exceeded expectations across multiple financial metrics, yet the stock's recent weakness suggests investors may want to carefu ...
美股盘前要点 | 美联储暂停降息或已成定局,亚马逊宣布裁员约1.6万人
Sou Hu Cai Jing· 2026-01-28 12:34
1. 美国三大股指期货涨跌不一,纳指期货涨0.84%,标普500指数期货涨0.27%,道指期货跌0.03%。 2. 欧股主要指数集体下跌,德国DAX指数跌0.5%,英国富时100指数跌0.51%,法国CAC指数跌1.29%, 欧洲斯托克50指数跌0.29%。 3. 现货黄金突破5300美元/盎司,再创历史新纪录;年内累涨近23%。 4. 美联储将于今夜凌晨3点公布利率决议,市场预期联邦基金利率维持在3.50%至3.75%区间。 5. 但斌91亿元美股持仓揭晓:谷歌取代英伟达成第一重仓股,清仓奈飞、台积电、博通。 9. 阿斯麦去年Q4营收97.18亿欧元超预期,拟回购120亿欧元股票,宣布精简技术和IT部门。 10. 希捷科技第二财季营收同比增长22%至28.3亿美元,调整后每股收益为3.11美元,均超预期。 11. AT&T去年Q4营收335亿美元,净增无线后付费手机用户42.1万,不及预期。 12. 康宁去年Q4销售额44.1亿美元,核心每股收益0.72美元,均超预期。 13. 德州仪器去年Q4营收同比增长10%至44.2亿美元,每股收益1.27美元。 14. LVMH集团去年营收超808亿欧元,净利润下降 ...
Jim Cramer Says “You Should Be a Buyer of Netflix Here”
Yahoo Finance· 2026-01-28 12:23
Netflix, Inc. (NASDAQ:NFLX) is one of the stocks Jim Cramer discussed, along with market shortages. A club member mentioned that they invested in NFLX after the stock split, and asked Cramer if he thinks that the company will get back on track this year, or if they should “take a loss and sell it?” Cramer remarked: I have to tell you… I thought that the conference call this week was a, it was a show of force. It was so good. It made me think that Netflix completely is on its game, as always. You should be ...
Netflix vs. Alphabet Stock: Which Is the Better Growth Stock to Buy and Hold for the Next 10 Years?
The Motley Fool· 2026-01-28 07:46
Both stocks are growing at similar rates and are trading at similar valuations, but one is still the clear winner when comparing the two.For investors looking for a good investment, one good filter is to think deeply about a business's durability. Is it a company likely to still be performing well 10 years from now? This helps rule out businesses that may be too risky for a portfolio in the first place. Two companies with durable traits that come to mind are Alphabet (GOOG +0.42%) (GOOGL +0.39%) and Netflix ...