Netflix, Inc. ( NFLX:CA ) ( NFLX ) is down 20% since my last Hold rating two months ago. It was initially triggered by a double-missed 3Q earnings result. Although the company's fundamentals were still holding up (theAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NFLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busines ...

Netflix, Inc. ( NFLX:CA ) ( NFLX ) is down 20% since my last Hold rating two months ago. It was initially triggered by a double-missed 3Q earnings result. Although the company's fundamentals were still holding up (theAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NFLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busines ...

Core Viewpoint - Netflix is expected to report its fourth-quarter and full-year results for fiscal year 2025 on January 20, 2026, and there is speculation about whether buying the stock before this report is a wise decision [1][5]. Group 1: Historical Performance and Stock Reactions - Historically, buying Netflix shares before the Q4 report has resulted in double-digit percentage gains in four of the past five years within six market days after the report [1]. - Netflix has a tendency to deliver positive surprises in its Q4 reports, which could lead to stock price increases, despite current concerns over a $72 billion debt-financed bid for Warner Bros. Discovery [2]. - However, not every Q4 report has resulted in stock price increases; for instance, in January 2022, shares fell by as much as 31.6% following the Q4 2021 report due to a shift in management strategy focusing on profitability over subscriber growth [3]. Group 2: Current Market Sentiment and Recommendations - The stock is currently viewed as a good long-term investment due to its potential for profitable growth, but short-term market reactions remain unpredictable [4]. - Investors are advised to consider establishing a position in Netflix before the earnings report if they do not already have one, while also weighing the company's long-term business prospects [7]. - Notably, Netflix was not included in a list of the top 10 stocks recommended by analysts, suggesting that there may be better investment opportunities available [8].

Core Viewpoint - The stock market can be irrational but generally identifies top companies, making it rare for industry leaders to trade at cheap valuations. However, overpaying for even the best stocks can lead to disappointing returns [1] Group 1: Investment Opportunities - The best strategy for capitalizing on obvious winners is to buy when they fall out of favor, often due to temporary adversity [2] - Netflix has evolved from a DVD rental service to a global streaming leader with over 300 million subscribers, turning a $100 investment in 2002 into over $78,000 [3] - Netflix's recent $82.7 billion acquisition of Warner Bros. would significantly enhance its content portfolio, including HBO and HBO Max [4] Group 2: Financial Considerations - The acquisition must pass regulatory review, and Netflix's stock has declined 30% from its all-time high since the announcement, primarily due to concerns over increased debt [5] - Post-acquisition, Netflix's debt would rise to approximately $75 billion, but this leverage is manageable at roughly 3x its trailing-12-month EBITDA [6] - The acquisition could allow Netflix to reduce its first-party content budget while attracting new subscribers [6] Group 3: Market Sentiment - Buying high-quality stocks when they are unpopular can be a rewarding strategy, as seen with Netflix's pending acquisition affecting its stock price [7] - Uber Technologies remains a strong performer despite investor concerns regarding competition in autonomous driving [7]

Key Takeaways Netflix's 2026 slate packs major films and franchise returns to fuel subscriber growth and engagement.NFLX is using a broader original series lineup to sustain viewing momentum across global audiences.The Zacks Consensus Estimate pegs NFLX's 2026 revenues at $50.99B, implying 13.08% year-over-year growth.Netflix's (NFLX) 2026 content slate emerges as a critical catalyst for stock performance as the streaming platform seeks to convert programming investments into sustained subscriber growth and ...

Both stocks are down since the middle of the year, but one has solid long-term competitive advantages.Both Netflix (NFLX 0.34%) and Spotify (SPOT 0.21%) had great starts to 2025, but investors soured on the streaming giants in the back half of the year. Shares of both have fallen between 25% and 30% since midyear as poor earnings results have weighed on the stocks.But with the drop in price for each stock, investors may have an opportunity to scoop up shares of a great company at the forefront of a long-ter ...

Investors with a lot of money to spend have taken a bullish stance on Netflix (NASDAQ:NFLX).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NFLX, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted ...

As we head into the final few sessions of 2025, Netflix (NASDAQ:NFLX) is on track to finish Q4 as one of the market's clear laggards. Shares of the streaming giant fell roughly 20% over the period, sharply underperforming the S&P 500, which logged a gain of more than 3%. In the broader context, Netflix is trading back near where it stood this time last year, having lost more than 30% since its all-time high in July. Starting with October's earnings report, it was a clear disappointment that set the tone for ...

Core Insights - Companies often execute stock splits as a sign of strong performance and optimism for continued growth, which can attract investor interest [1] Group 1: Amazon - Amazon has executed four stock splits, with the latest being a 20-for-1 split in June 2022, resulting in a 170% increase in share price since then [4] - Amazon Web Services (AWS) is a leading global cloud provider, benefiting from the AI boom, with significant investments in custom AI chips to maintain market leadership [5] - The advertising segment is growing faster than e-commerce, with high margins and effective advertising opportunities leveraging first-party customer data [6] - In Q3, Amazon reported net sales of $180.2 billion (up 13% year over year) and operating income of $17.4 billion, with AWS growth at 20% [9] Group 2: Netflix - Netflix has performed multiple stock splits, with the most recent being a 10-for-1 split in November 2025 [10] - The company is expanding into high-growth areas like ad-supported tiers, gaming, and live sports, aiming for profitable expansion rather than just subscriber growth [11] - In Q3 2025, Netflix's revenue reached $11.5 billion (up 17% year over year) with an operating margin of 28% and free cash flow of $2.7 billion [12] Group 3: Nvidia - Nvidia has executed six stock splits, with the latest being a 10-for-1 split in June 2024, leading to a 55% increase in share price since then [17] - The company reported record revenue of $57 billion (up 62% year over year) in Q3 2026, driven by data center and GPU sales [18] - Nvidia holds an estimated 80% to 90% market share in the data center AI chip market, with a strong competitive advantage through its CUDA software platform [20][21] - Demand for Nvidia's next-generation chips remains high, with a backlog of $500 billion in orders, and the company is expanding into new markets like robotics and autonomous vehicles [23]

These companies have become cheaper on a per-share basis in the last few years, but that's not why investors should take a second look.A stock split is a corporate action where a company divides its existing shares into multiple new shares, which increases the total share count while proportionally decreasing the price per share. This can make the stock more affordable and liquid for investors without changing the total market value of the company or an investor's stake.Plenty of stocks have initiated split ...