Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund remained unchanged in the third quarter (+0.22%), making the YTD returns through September 30, 2025, to +20.4% net of fees compared to the S&P 500’s +14.8% year-to-date gain. Over the past three years, the firm’s capital compounded at approximately +54.2% annually (net), delivering a +266% cumulative return — more than doubling the S&P 5 ...

Netflix ((NFLX), the largest shareholder in the global streaming service market, reported dismal third-quarter 2025 results after the closing bell on Oct. 21. The company missed on earnings and revenues, which caused its share prices to tank more than 10% in the last trading session. This pullback may offer a golden opportunity for exchange-traded fund (ETF) investors seeking diversified exposure to the world’s leading streaming powerhouse, as ETFs provide a balanced way to capture Netflix’s long-term growt ...

With significant hedge fund interest, Netflix, Inc. (NASDAQ:NFLX) secures a spot on our list of the 13 best Fortune 500 stocks to invest in now. UBS Keeps Bullish Stance on Netflix (NFLX), Cites Strong Direct-to-Consumer Streaming Position and Content Lineup Netflix On October 16, 2025, UBS reiterated its “Buy” rating on Netflix, Inc. (NASDAQ:NFLX) with a $1,495 price target. The investment firm’s bullish stance reflects Netflix Inc.’s (NASDAQ:NFLX) strong position in direct-to-consumer streaming and i ...

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As two of the market’s top-performing stocks in recent years, the discussion of buying the post-earnings dip in GE Aerospace (GE)  or Netflix (NFLX)  shares is a worthy topic after their Q3 reports on Tuesday.Having impressive stock gains of around +300% in the last three years, respectively, GE shares were down 3% in today’s trading session with NFLX down 10%. More intriguing is that both of these respective industry leaders raised their guidance, adding steam to a buy-the-dip scenario. Image Source: Zacks ...

With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.Analyst’s Disclosure:I/we have no stock, option or similar derivative ...

Market Overview - The market is currently experiencing a price-to-earnings (PE) ratio and forward earnings of approximately 23, indicating high valuations [2] - Recent events, including the threat of a 100% tariff on China and concerns regarding small regional banks, have contributed to market volatility [2][3] - The market's nervousness is reflected in stock movements, with companies like Netflix experiencing significant declines due to specific issues, such as the Brazilian tax situation [3] Company-Specific Insights - Netflix's recent drop of about 10% is attributed to a one-time issue related to Brazil, suggesting that without this factor, their operating margins would have exceeded market expectations [3] - Intuitive Surgical reported better-than-expected results, leading to a significant increase in its stock price, highlighting the importance of company-specific performance in the current market [4] - Tesla's results showed an initial decline of about 1.5%, indicating that even high-profile companies are subject to market fluctuations [4] Volatility and Market Characterization - The market has experienced low volatility until October 10th, when a 2.7% drop in the S&P 500 disrupted this trend, suggesting a shift in market dynamics [5] - The current market environment is characterized by occasional spikes in volatility, with a less reliable trading pattern emerging [5] - There is a tendency for stocks that have overshot to the upside to experience corrections, indicating a purging of the highest momentum and most volatile stocks [6]

Netflix (NFLX) reported its Q3 2025 earnings yesterday, Oct. 21, after the close of markets. While the streaming giant posted in-line revenues, its profits fell short of expectations. In this article, we’ll discuss why it makes sense to buy the dip in the stock that has looked weak since hitting its record highs late June. Netflix Q3 Earnings: In-Line Revenues and EPS Miss Netflix’s Q3 revenues grew 17% year-over-year to $11.51 billion, which was in line with the company’s guidance as well as Street esti ...

Netflix (NFLX) just released its third-quarter earnings report, and the market’s reaction was negative. NFLX stock is down more than 9% in intraday trading after results came in below expectations. Netflix continued to grow its paid memberships. Moreover, it benefited from higher subscription prices and expanding ad-supported plans. These efforts have been key drivers of revenue growth as the streaming platform seeks to diversify its income streams amid intensifying competition. More News from Barchart ...

Netflix (NFLX) shares are down roughly 10% at the time of writing after the streaming giant recorded disappointing earnings for its third quarter primarily because of a Brazilian tax dispute. The company’s quarterly revenue came in line with Street estimates but its per-share earnings of $5.87 missed expectations by more than a dollar. More News from Barchart Including the post-earnings decline, Netflix stock is down more than 15% versus its June high. www.barchart.com Should You Buy the Dip in Netfli ...