We've got the big three for you coming up right now. We've got three stocks, three charts, and three trades. We've got Rick Dat here, of course, to take you through the charts.And joining us today to take you through the trades is Tammy Marshall, analyst at Elliot Wave Trader. Tammy, thank you so much for being with us today. You know, I'd love to start with your thoughts on the market action we're seeing on this shortened holiday weekend if you think we've got the potential for a Santa rally.>> Well, absol ...

Netflix Inc. (NASDAQ:NFLX) is one of the best growth stocks to buy in 2026. On December 11, Jefferies analyst James Heaney lowered the firm’s price target on Netflix to $134 from $150, while keeping a Buy rating on the shares. Jefferies recommended a selective stance on Internet stocks for 2026. Key headwinds include rising investment costs that threaten profitability and concerns that AI will cut out traditional middlemen, potentially limiting how high stock prices can climb relative to earnings. In oth ...

Netflix Inc. (NASDAQ:NFLX) is one of the best forever stocks to buy according to hedge funds. On December 17, Jefferies reiterated a Buy rating on Netflix Inc. (NASDAQ:NFLX) and settled on a $134 price target. The bullish stance follows reports that the company is contemplating acquiring Warner Bros. Discovery. Jefferies Affirms Buy Rating on Netflix, Inc. (NFLX) on Warner Bros. Discovery Acquisition Prospects Twin Design / Shutterstock.com Warner Bros has already rejected a hostile takeover from Paramo ...

Streaming giant Netflix Inc has refinanced a portion of its $59 billion bridge loan with cheaper, long-term debt, strengthening the financial support for its bid to acquire Warner Bros. Discovery Inc, according to a report by Bloomberg.Netflix secured a $5 billion revolving credit line and two $10 billion delayed-draw term loans to refinance part of the bridge facility used for its Warner Bros. bid, as per a Monday filing. This leaves $34 billion available for syndication, the report said.In early December, ...

Core Viewpoint - Netflix has experienced a volatile year, with shares currently up 7% in 2025, but still trailing the broader market, amid discussions of acquiring Warner Bros Discovery assets [1][2] Financial Performance - Revenue for the first nine months of 2025 reached $33.1 billion, reflecting a 15% year-over-year increase [5] - Operating income rose by 28% during the same period, and free cash flow was reported at $2.7 billion in Q3 [5] - Despite a recent dip in stock price, Netflix's fundamentals remain strong, showcasing a cost advantage over competitors [4][5] Strategic Initiatives - Netflix's primary focus remains on creating compelling content for its global membership base, with plans to double ad revenue this year [6] - The company is expanding its offerings by including exclusive videos of popular podcasts and venturing into live sports, including rights to MLB games and FIFA Women's World Cup events [7] Market Sentiment and Valuation - Netflix shares are currently trading 29% below their peak, with a price-to-earnings ratio of 39.8, which has decreased by 23% over the past year [2][12] - The market has reacted negatively to Netflix's proposed acquisition of Warner Bros Discovery, with concerns over taking on $59 billion in debt [10][12] - Investors are cautious, with some viewing the stock as not a bargain despite its strong business fundamentals [12]

Core Viewpoint - Netflix is pursuing an acquisition of Warner Bros. Discovery's film and television studios, which could transform its business model from a streaming service to a comprehensive media company [1][2]. Group 1: Strategic Importance of Warner Bros. - The acquisition of Warner Bros. is seen as a strategic move for Netflix, as it would provide access to valuable intellectual property (IP) including franchises like DC Comics and Harry Potter, enhancing Netflix's content library [7][9]. - Warner Bros. offers not just a deeper content library but also opportunities in theme parks, merchandise, and gaming, which could diversify Netflix's revenue streams [9][12]. Group 2: Financial Implications - Integrating Warner Bros. could allow Netflix to acquire more customers without significant increases in sales and marketing expenses, potentially leading to higher gross margins [11]. - The acquisition could enable Netflix to create new pricing tiers and subscription bundles, allowing for potential subscription cost increases with minimal risk of customer churn [12]. Group 3: Market Position and Valuation - Netflix is currently trading at a premium compared to its peers in the streaming and entertainment sectors, reflecting its strong market position and recurring revenue model [14][17]. - The valuation gap between Netflix and traditional media companies suggests that the merger with Warner Bros. could be more beneficial for Netflix than a partnership with Paramount Skydance [18][19].

Core Viewpoint - Netflix, Inc. is recognized as one of the best stocks to buy within the S&P 500, despite recent price target reductions by analysts [1][2]. Group 1: Analyst Ratings and Price Targets - Wolfe Research has lowered its price target for Netflix to $121 from $139 while maintaining an Outperform rating [2]. - Jefferies also reduced its price target for Netflix to $134 from $150, keeping a Buy rating on the shares [3]. - As of December 17, Wall Street analysts have a Moderate Buy rating on Netflix, with an average one-year price target of $133.27, indicating a potential upside of 42% [4]. Group 2: Sector Outlook - Wolfe Research has a bullish outlook on the entertainment and music sector, rating it as Overweight, while downgrading the telecom and cable segment to Market Weight due to weak performance metrics [2]. - Jefferies advises investors to be selective with internet stocks, citing potential margin pressures from increased spending and concerns related to artificial intelligence [3].

Core Viewpoint - Netflix is making significant moves in the market, including a stock split and a potential acquisition of Warner Bros. Discovery, which could impact its future growth and stock performance [3][6][10]. Group 1: Stock Split - Netflix executed a 10-for-1 stock split, which has historically been associated with a positive medium-term outlook for the stock [3]. - The stock price is now approximately $100, down from over $1,000, creating a perception of affordability among investors [4][5]. Group 2: Acquisition of Warner Bros. Discovery - Netflix announced plans to acquire Warner Bros. Discovery assets for $72 billion in equity value and an enterprise value of $82.7 billion [6]. - The acquisition faces regulatory scrutiny and potential competition from Paramount Skydance, which has made a hostile bid with an enterprise value of $108.4 billion [7][8]. - If successful, Netflix plans to finance the acquisition with a $59 billion loan, which would increase its debt [9]. Group 3: Financial Performance - Despite a rare earnings miss in the third quarter due to a tax expense in Brazil, Netflix continues to perform well financially [10]. - The company maintains a strong competitive position in the streaming industry with a growing user base and a rich content library [11]. - The acquisition of Warner Bros. could enhance Netflix's content offerings and user engagement, further solidifying its market dominance [12][13].

Warner Bros. Discovery Inc. (NASDAQ:WBD) ranks among the best high growth stocks to buy now. On December 5, Benchmark reaffirmed its Buy rating and $25 price target for Warner Bros. Discovery Inc. (NASDAQ:WBD) stock, as Netflix presents a $27.75 bid price for the company. Analyst Matthew Harrigan highlighted that the firm’s 2026 sum-of-the-parts projection had been $28, though the Netflix deal may push the value past $30 after factoring in a heavily indebted Discovery Global Networks spin-off. Despite ma ...

Core Viewpoint - Netflix has experienced significant volatility in its stock performance throughout the year, initially seen as a safe investment but later facing challenges due to market dynamics and a controversial acquisition [1][2]. Group 1: Stock Performance - Netflix's stock was outperforming tech peers in the first four months of the year but later traded flat before crashing after its Q3 2025 earnings report [1][2]. - The stock is currently up only around 6% for the year, significantly trailing the S&P 500 Index, and has fallen almost 30% from its 2025 highs, entering bear market territory [6]. Group 2: Acquisition of Warner Bros. - Netflix's proposed acquisition of Warner Bros. is valued at an enterprise value of $82.7 billion, marking the largest deal in the company's history [4]. - Paramount has made a counteroffer of $30 per share in cash, exceeding Netflix's offer of $27.75 in cash and stock [4]. - The acquisition is expected to face regulatory scrutiny due to its size, with concerns raised by Disney's CEO regarding the potential pricing power it would grant Netflix [5]. Group 3: Analyst Reactions - Following the announcement of the WBD acquisition, several sell-side analysts downgraded Netflix's stock, citing the deal as "expensive" and "very risky" [7]. - Pivotal Research downgraded Netflix from "Buy" to "Hold," lowering its target price from $160 to $105 [7]. - Huber Research double-downgraded the stock from "Overweight" to "Underweight," slashing its target price from $137.50 to $92 [7]. - Rosenblatt downgraded Netflix from "Buy" to "Neutral," reducing its target price from $152 to $105, indicating an extended period of uncertainty for the company [7].