Netflix, Inc. (NASDAQ:NFLX) is one of the 10 Most Profitable Stocks of the Last 5 Years. On October 3, Oppenheimer analysts reiterated an Outperform rating on Netflix, Inc. (NASDAQ:NFLX) and kept the price target at $1,425. Despite some weakness in the stock’s performance recently, the firm based this decision on strong third-quarter engagement data. Netflix, Inc. (NASDAQ:NFLX) plans to release its Q3 2025 results on October 21. The analysts said: “3Q engagement has been strong, with hours viewed +20% y ...

Core Viewpoint - The S&P 500 closed lower due to President Trump's threat to increase tariffs on Chinese goods, impacting market sentiment [1] Market Performance - The Nasdaq rose by 0.4% during the week, indicating some resilience in tech stocks [1] - The Dow Jones Industrial Average fell by 0.7%, reflecting broader market concerns [1]

Core Insights - Netflix has seen a significant increase in its share price over the past decade, leading to a market capitalization of $505 billion as of October 7 [2] - YouTube, a division of Alphabet, has an estimated 2.5 billion monthly active users, indicating its extensive reach and potential value [2] Valuation Comparison - Netflix's price-to-sales ratio of 12.5 can be applied to YouTube's trailing-12-month ad revenue, suggesting YouTube's worth could be around $476 billion, which is close to Netflix's valuation [3] - YouTube's revenue figures do not account for subscription income, which is a significant revenue source for the platform [3] Business Advantages - YouTube benefits from a strong network effect, capturing 13.1% of daily TV viewing time in the U.S. as of August, surpassing Netflix [4] - The platform does not incur upfront content costs, which mitigates financial risk [4] - YouTube offers a vast array of content catering to diverse interests across different age groups, enhancing user engagement [4] Investment Considerations - There are arguments supporting the notion that YouTube may be valued higher than Netflix on a standalone basis due to its unique advantages [5][8]

Core Viewpoint - Netflix is poised for potential growth with its upcoming Q3 earnings report and the release of the final season of "Stranger Things" [1][3]. Financial Performance - Analysts expect Netflix to report Q3 earnings of $6.96 per share on revenue of $11.51 billion, reflecting a 29% increase in earnings and a 17% increase in sales year-over-year [3]. - For Q4, projections indicate earnings of $5.43 per share, up 27%, on revenue of $11.89 billion, up 16% [3]. Stock Performance - Netflix stock has recently risen above its 50-day moving average and has been consolidating for 15 weeks, with a buy point of 1,341.15, which is also its all-time high [2]. - The stock closed at 1,220.08, down 0.9% on the latest trading day [2]. Analyst Ratings - Seaport Research upgraded Netflix stock to "buy" from "neutral" and raised its price target to 1,385 from 1,230, citing optimism about the growth of its advertising-supported service [4]. - TD Cowen analyst John Blackledge lowered his price target to 1,425 from 1,450 but maintained a "buy" rating [4]. Programming Developments - The final season of "Stranger Things" will be released in three parts, starting with a four-episode volume on Nov. 26, followed by two additional volumes in December [5]. - Netflix is expanding its offerings by introducing video games to television, with several party games set to launch this holiday season [6]. Stock Ratings - Netflix holds an IBD Composite Rating of 95 out of 99, indicating strong growth metrics compared to other stocks [7].

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Core Viewpoint - Netflix's share price has surpassed $1,000, raising speculation about a potential stock split, which could attract investor interest and media attention [1][5]. Group 1: Stock Splits and Market Performance - Stock splits are often seen as milestones in a company's growth, indicating management's confidence in the business [2]. - Historical data from Bank of America shows that stocks that underwent splits rose by 25.4%, significantly outperforming the S&P 500's 11.9% return [3]. - Companies typically choose to split their stocks during periods of confidence and are more likely to do so in bull markets [4]. Group 2: Netflix's Performance and Potential Split - Netflix has experienced a 400% gain over the last three years, driven by successful initiatives such as advertising and paid sharing [8]. - The company's shares are currently around $1,200, positioning it among the highest share prices in the S&P 500, with a potential announcement of a split coinciding with its upcoming earnings report on October 21 [7]. - Netflix previously executed stock splits in 2004 and 2015, indicating a history of such actions despite its current high share price [9]. Group 3: Strategic Implications of a Stock Split - A stock split could make Netflix eligible for inclusion in the Dow Jones Industrial Average, as its market cap of $500 billion exceeds many current members [10]. - Analysts project Netflix's revenue to grow by 17% year-over-year to $11.5 billion, with earnings per share expected to rise from $5.40 to $6.94 [11]. - Despite a high price-to-earnings ratio of 50, Netflix's dominance in global video entertainment and growth potential through advertising and local content strategies suggest a favorable outlook [12].

Core Viewpoint - Netflix Inc (NASDAQ:NFLX) is poised for potential record highs in October, supported by historical performance trends and upcoming earnings reports [1][4]. Performance Analysis - Netflix has shown a 38.7% increase in stock price in 2025, with a current trading price of $1,236.56, nearing its highest close in nearly a month [1]. - Historically, Netflix is the best performer in October among S&P 500 stocks, with an average monthly return of 7.6% and an 80% win rate [2][3]. Earnings Expectations - The company is set to report third-quarter earnings on October 21, with a history of positive post-earnings performance, including an 11.1% increase last October and an average return of 8.1% post-earnings [4]. Options Market Sentiment - There is a notable unwinding of pessimism among options traders, with a 10-day put/call volume ratio of 1.03, indicating higher than average bearish sentiment [5]. - Options are currently affordably priced, with a Schaeffer's Volatility Index (SVI) of 28%, ranking in the 9th percentile of annual readings, suggesting low volatility expectations [5].

RT Avi Chawla (@_avichawla)You're in an ML Engineer interview at Netflix.The interviewer asks:"You’ve trained a new recommendation model.How do you make sure it’s ready to replace the old one?"You reply: "I’ll compare metrics on validation and test sets."Interview over.Here’s what you missed:The issue is that, despite rigorously testing an ML model locally (on validation and test sets), it could be a terrible idea to instantly replace the previous model with the new model.This is because it is difficult to ...

Company Overview - Netflix (NFLX) is experiencing a rebound after a minor pullback, surpassing the 50-day moving average [1] - The company is set to report earnings after the market closes on October 21, leading to increased volatility in short-term options compared to long-term options [1] Trading Strategy - A diagonal put spread is suggested as a strategy to capitalize on the volatility skew, involving selling an Oct. 24 put at a strike price of 1,090 and buying an Oct. 31 put at a strike price of 1,080 [2] - The trade results in a net debit of approximately 1.05, indicating minimal risk on the upside, with the worst-case scenario being the puts expiring worthless [3] Risk and Reward Analysis - The maximum potential gain from the trade is estimated at around 2,350, achievable if Netflix closes at 1,090 on October 24 [4] - Break-even prices are projected at approximately 1,030 and 1,240, with the trade performing well if the stock remains around 1,200 [4] - Aiming for a return of 10%-15% is advisable, with a stop loss in place to mitigate risks [5] Volatility Considerations - The put option being sold has a higher implied volatility (51%) compared to the one being bought (46%), aligning with the strategy of buying low and selling high in terms of volatility [6] - Closing the position before the earnings announcement on October 21 is recommended to reduce risk exposure [6] Performance Ratings - Investor's Business Daily assigns Netflix a Composite Rating of 93 out of 99, an Earnings Per Share Rating of 97, and a Relative Strength Rating of 80, ranking it first in its industry group [7]

Let's do final trades. Farmer Gym, >> yep, >> is up first. >> Oracle is up about 10% from the Bud Fox moment two days ago.It's got more to go. >> The abyss. The abyss.>> Yeah. >> Thank you. >> Wall Street.>> Bill Baroo, what do you got. >> U long dollar. It's closed above its 21week moving average for the first time since February.Got to watch the dollar. >> You think he was referencing the abyss that he didn't know that Bud Fox was Wall Street. It's the line from Wall Street, man looks into the abyss, righ ...