Goldman Sachs reaffirms a "Buy" rating for NASDAQ:FOXA, raising the price target from $74 to $79.Fox Corp achieves a record-breaking first quarter in advertising revenue, reaching $1.4 billion, a 6% increase year-over-year.The stock price of FOXA reflects positive momentum, currently priced at $65.51, marking a 7.73% increase.Fox Corporation, listed on the NASDAQ as FOXA, is a prominent player in the media industry, known for its diverse portfolio that includes news, sports, and entertainment. The company c ...

Core Viewpoint - Netflix's stock has shown significant growth in 2025, driven by increased subscriber engagement, revenue from its ad-supported tier, and strong pricing power globally [1][2] Financial Performance - In Q2, Netflix's revenue increased by approximately 16% year-over-year to $11.1 billion, while operating income surged by 45% to $3.8 billion, resulting in an operating margin expansion from 27% to 34% [4] - Earnings per share rose to $7.19 from $4.88, indicating strong profitability [4] - The company raised its full-year revenue guidance to approximately $44.8 billion to $45.2 billion, up from a previous estimate of $43.5 billion to $44.5 billion [5] Cash Flow and Investment - Netflix generated $2.3 billion in free cash flow in Q2 and $2.7 billion in Q1, totaling around $4.9 billion year-to-date, providing ample capacity for content investment and share repurchases [6] Advertising Strategy - The rollout of Netflix Ads Suite has been completed, with the ad-supported plan reaching over 94 million monthly active users, positioning the company to potentially double its ad business by 2025 [7] Growth Potential - The investment case for Netflix relies on earnings growth rather than multiple expansion, with shares trading at a forward price-to-earnings ratio of about 40, which is lower than the trailing multiple in the low-50s [8] - Catalysts for continued growth include live events, selective licensing, and improved product discovery, alongside disciplined content investment [9] Long-term Outlook - Netflix is expected to continue compounding earnings, with a focus on durable profit growth rather than short-term stock price increases, suggesting steady returns over the long term [11]

The Nasdaq-100 index was recently down by as much as 23% from its all-time high, placing it in bear market territory. Global trade tensions, which were sparked by a series of tariffs President Donald Trump enacted on imported goods from the United States' major trading partners, have rattled the markets. Investors often trim their exposure to stocks during uncertain situations and flock to the safety of assets like cash instead. But not every company is directly affected by the simmering trade war since tar ...