(Bloomberg) — Netflix Inc. (NFLX) shares romped through the first half of the year on strong earnings and ambitious growth plans. But that rally is now stalled as a pair of unusual risks has investors questioning the company’s elevated valuation. The streaming pioneer’s stock was the fourth-best performer in the Nasdaq 100 Index in the first six months of 2025, soaring 50%, and the second half of the year seemed to get off to a good start with the June 20 release of the animated musical . The movie has be ...

On Tuesday, September 30, Elon Musk publicly cancelled his Netflix (NASDAQ: NFLX) subscription due to ideological reasons, causing the streaming platform’s stock to drop more than 2% the next day.The move sparked a trend on social media, with many of Musk’s followers following suit and abandoning the platform, posting screenshots as proof on X.Two days later, on October 2, the momentum is still in full swing, as the world’s richest man continues pushing for a general boycott of the entertainment giant.Namel ...

When it comes to entertainment content, Netflix Inc. (NASDAQ:NFLX) easily represents the dominant brand, forcing legacy media giants to play a game of catch-up in the streaming landscape. For years, Netflix has been able to swat away the competition — and the blistering rise of NFLX stock serves as clear evidence. However, sustained dominance is no guarantee. With rivals chipping away at the juggernaut, both bulls and bears have a solid case to make.Presently, the winds appear to mostly favor Netflix, with ...

On Tuesday, September 29, Elon Musk announced he had cancelled his Netflix (NASDAQ: NFLX) subscription due to frustration with the company’s decision to onboard creators with ideological views clashing with his own.With a single post on X, the world’s richest man sparked a trend on social media, prompting countless followers to follow suit and abandon the platform as their go-to entertainment stop. The situation continued developing on Wednesday, October 1, when Musk once urged people to “cancel Netflix for ...

In this article, we will take a detailed look at the 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade.AI stocks continue to dominate market headlines as companies and investors pour money into major companies working on technologies that are impacting millions of lives worldwide. Steve Sosnick, Interactive Brokers’ chief strategist, said in a recent interview with CNBC that AI stocks are still capturing investors’ “imagination” amid strong growth. “I think there is a little bit of what I ...

Core Viewpoint - Netflix remains a key beneficiary of the disruption in linear TV, leveraging globally resonant content to drive subscriber growth, revenue, and profit [1] Subscriber Growth and Market Position - Netflix has over 300 million subscribers, maintaining a strong leadership position as streaming evolves, with further growth expected from the increase in Internet-connected devices and the shift to on-demand viewing [2] Analyst Ratings and Market Dynamics - JP Morgan analyst Doug Anmuth reiterated a Neutral rating on Netflix with a price forecast of $1,300, noting that easing tariffs and macroeconomic concerns have led to a rotation away from Netflix and other defensive stocks [3] - Engagement levels were flat in the first half of 2025, and rising competition from YouTube is a key focus for investors [3] Industry Consolidation and Strategic Partnerships - The potential for industry consolidation is a significant factor for Netflix, with discussions around partnerships like Amazon DSP and the impact on ad monetization and engagement [4][6] - The Amazon DSP integration is set to begin in Q4 across 11 countries, with advertising revenue expected to nearly double by 2025 and ad-tier subscribers projected to reach around 60 million by the end of 2025 [4] Financial Projections - Anmuth projects double-digit FX-neutral revenue growth through 2026, ongoing margin expansion, increased free cash flow, and larger buybacks, supporting over 20% GAAP EPS growth at least through 2026 [5] Content Strategy and Resilience - Approximately 62% of Netflix's content assets were originals as of Q2, with no single title accounting for more than 1% of total viewing, which may mitigate risks from potential consolidation [7] Potential Acquisitions and Financial Position - Netflix could potentially act as a buyer of significant media assets, holding over $8 billion in cash and equivalents, with approximately $14.5 billion in debt and a market value exceeding $500 billion [8] Earnings and Revenue Forecast - The firm is projected to report 2025 adjusted earnings per share of $25.54, revenues of $45.1 billion, and free cash flow of $8.5 billion [9]

Netflix, Inc. (NASDAQ: NFLX), as shares traded relatively flat on Thursday, remains a prime beneficiary—and key driver—of linear TV’s disruption, with globally resonant content fueling a flywheel of subscriber growth, rising revenue, and expanding profit.Centering this idea, JP Morgan analyst Doug Anmuth highlights that with more than 300 million subscribers, Netflix is holding a “strong leadership position” as streaming rationalizes and expects further gains from the spread of Internet-connected devices an ...

Core Insights - Netflix and Anheuser-Busch InBev have entered into a global co-marketing agreement to promote Netflix's most-watched titles alongside Anheuser-Busch's beer products [1] Company Summary - The partnership aims to leverage the popularity of Netflix's streaming content to enhance the visibility of Anheuser-Busch's beer brands [1] - This collaboration signifies a strategic move for both companies to tap into each other's customer bases and enhance brand engagement [1] Industry Implications - The deal reflects a growing trend of cross-industry partnerships aimed at maximizing marketing reach and consumer engagement in the competitive entertainment and beverage sectors [1] - Such collaborations may set a precedent for future alliances between streaming services and consumer goods companies, potentially reshaping marketing strategies within both industries [1]

Netflix Inc. (NASDAQ:NFLX) ranks among the best fundamental stocks to buy right now. On September 15, Bernstein addressed concerns regarding Netflix Inc. (NASDAQ:NFLX)’s content licensing contracts while maintaining its Outperform rating and $1,390 price target for the streaming giant. The reaffirmation comes amid questions around Netflix’s dependence on Paramount and Warner Bros. Discovery content in the wake of rumors that Paramount Global may buy Warner Bros. Discovery. Photo by Thibault Penin on Unsp ...

Netflix Inc. (NASDAQ:NFLX) ranks among the best communication services stocks to buy now. KeyBanc Capital Markets reaffirmed its Overweight rating and $1,390 price target for Netflix Inc. (NASDAQ:NFLX) on September 11 in response to the streaming giant’s partnership with Amazon Ads. The price target is a multiple of 35 times Netflix’s anticipated price-to-earnings ratio in 2027. Photo by Alexander Shatov on Unsplash The investment firm believes that Netflix’s increasing variety of demand-side platforms ...