Wall Street is starting to wonder if shares are oversold, even as the Warner Bros. Discovery takeover saga drags on. ...

Core Viewpoint - The rise of stock splits among high-profile companies like Netflix and Lucid Group is generating optimism on Wall Street, with potential significant upside for investors if analyst price targets are met [2][6]. Group 1: Stock Splits and Market Impact - Stock splits have become a trend on Wall Street, contributing to investor enthusiasm and market performance [2]. - Five notable companies completed stock splits in 2025, including Netflix, O'Reilly Automotive, Lucid Group, Fastenal, and Interactive Brokers [3]. - A stock split is a superficial adjustment that does not impact a company's market capitalization or operational performance [4]. Group 2: Netflix Analysis - Netflix's stock is projected to have a 55% upside, with a price target of $1,500 (split-adjusted to $150) set by Jefferies analyst James Hawley [7][8]. - North American sales growth for Netflix has increased to 15% from 9%, indicating low customer churn despite price hikes [8]. - Netflix is expected to grow its earnings per share (EPS) by over 20% annually in the next three to five years [9]. - The company has successfully introduced an advertising-based tier, attracting approximately 94 million subscribers as of May 2025 [11]. - Netflix's recent acquisition of Warner Bros. Discovery for $82.7 billion raises antitrust concerns that may affect its stock performance [13][14]. Group 3: Lucid Group Analysis - Lucid Group's stock has an implied upside of 135%, with a price target of $30 set by Benchmark's Mickey Legg [16][18]. - The company completed a 1-for-10 reverse split, raising its share price from around $2 to approximately $20 [16]. - Lucid's partnership with Uber and Nuro for a global robotaxi program is seen as a positive development [18]. - However, Lucid has faced significant production challenges, with a drastic reduction in production guidance from 90,000 units to just 9,000 for 2024 [21]. - The company has incurred substantial cash burn, losing over $2 billion in the first nine months of 2025 and nearly $14.8 billion since inception, raising concerns about its financial viability [23][24].

Core Viewpoint - The competition between Paramount Skydance and Netflix for Warner Bros. Discovery has intensified, with Netflix's offer valued at $72 billion and Paramount making a hostile bid of $30 per share [1][2]. Group 1: Company Offers - Netflix's acquisition proposal includes benefits for consumers and creators, emphasizing a more favorable outcome if their bid is successful [6]. - Paramount argues that its offer is more likely to gain regulatory approval and provides greater certainty for Hollywood [6]. Group 2: Industry Reactions - The bidding war has sparked a meme frenzy on social media, with users humorously commenting on the competition between the two companies [3][4]. - Some industry figures and fans are expressing concerns about the implications of further consolidation in Hollywood, using humor to voice their opposition to the potential merger [4][5]. Group 3: Future Implications - The outcome of this bidding war could lead to job cuts in the entertainment industry as major players consolidate their power [7]. - Trends such as increasing streaming service prices and a decline in theatrical releases may continue as companies focus on producing less content [7].

I am raising my recommendation from hold to buy on Netflix, Inc. (NASDAQ: NFLX ) shares following the proposed acquisition of Warner Bros. assets. This article is the continuation of my initial coverageMore than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any ...

YouTube said Wednesday it will roll out new genre-based subscription plans for YouTube TV in the US early next year, underscoring the platform’s growing clout in the American pay-TV market and its push to lock in sports fans.The new “YouTube TV Plans” will offer more than 10 genre-based packages, including a sports plan featuring broadcasters such as ESPN, FS1 and NBC Sports Network.Viewers will also be able to add NFL Sunday Ticket and RedZone, while keeping features such as unlimited DVR and multiview, wh ...

The new packages will allow more customization for viewers, but add to a crowded slate of streaming options. ...

Anyone who happened to be holding a leveraged Netflix ETF leading up to last week’s news likely got stung … stranger things have happened. The company’s blockbuster deal with Warner Bros. Discover sent Netflix’s stock lower, and the target’s stock upward, amid news of a hostile takeover bid by Paramount Skydance and indications by President Trump that he’s not in favor of the acquisition. With Netflix stock down 9.4% over the past five days, 2X leveraged ETFs are unsurprisingly down by about twice that am ...

Netflix has been hit with a consumer lawsuit seeking to block the online video giant’s planned $72bn acquisition of Warner Bros Discovery’s studio and streaming businesses.The proposed class action was filed on Monday by a subscriber to Warner Bros-owned HBO Max who said the proposed deal threatened to reduce competition in the US subscription video-on-demand market.Some members of Congress have sharply questioned Netflix’s proposal, which is expected to face significant US regulatory scrutiny under antitru ...

Here now to discuss which deal would be better is Mark Douglas. He's the CEO of Mountain and it's great to have you here on set. Welcome.>> What is going through your mind as you watch this. And we've talked for years, Mark, about your bullishness about Netflix in general. So, does this to you add to the bull story or or how are you thinking about it.>> Well, I think it definitely adds to the bull story, but I also look at the deal and I think this is kind of a nice to have for Netflix. They already have gl ...

The co-CEOs of Netflix telling investors yesterday they're quote super confident the deal with Warner Brothers Discovery will close citing market share against streamers as a key reason. Our Drew Debos is digging into that for today's tech check. This is a little complex but important to understand.D >> it is. So you're right Carl regulators they're going to fixate on the giant that Netflix and Warner Brothers would create but the real outlier is YouTube and it may actually be Netflix's best shot at getting ...