Core Viewpoint - Netflix, Inc. (NASDAQ:NFLX) is positioned as a strong investment opportunity following its announcement to acquire Warner Bros for $82.7 billion, marking it as one of the best quality stocks to buy before 2026 [1] Group 1: Acquisition Details - The acquisition of Warner Bros is noted as the second-largest merger/acquisition in the post-pandemic period internationally [2] - The deal is expected to take over a year to start showing results for Netflix [2] Group 2: Analyst Perspectives - Kevin Simpson, CEO of Capital Wealth Planning, believes that trimming Netflix's stock at this point would be a mistake due to the potential value of the acquisition [2] - Huber Research downgraded Netflix from Neutral to Underweight with a price target of $102.82, citing the company's historical success in developing its own content and questioning the need for large acquisitions [3] - Baird acknowledges initial investor hesitation but sees long-term benefits from the acquisition that may outweigh near-term risks [4]

Core Viewpoint - Netflix, Inc. is set to announce its fiscal Q4 earnings for 2025, with expectations of a profit increase, despite recent concerns regarding a significant acquisition [1][2]. Financial Performance Expectations - Analysts anticipate Netflix to report a profit of $0.55 per share for Q4 2025, reflecting a 27.9% increase from $0.43 per share in the same quarter last year [2]. - For the current fiscal year ending in December, the expected profit is $2.53 per share, up 27.8% from $1.98 per share in fiscal 2024 [3]. - EPS is projected to grow 26.9% year-over-year to $3.21 in fiscal 2026 [3]. Stock Performance and Market Sentiment - Over the past 52 weeks, Netflix shares have increased by 4.6%, underperforming compared to the S&P 500 Index's 16.5% return and the State Street Communication Services Select Sector SPDR ETF's 19.6% gain [4]. - Following the announcement of a proposed $82.7 billion acquisition of Warner Bros. Discovery's film and TV studios, Netflix shares dropped by 3.4%, raising concerns about overpayment and execution risk [5]. - Analyst sentiment is moderately optimistic, with a "Moderate Buy" rating overall; among 43 analysts, 25 recommend "Strong Buy," 3 "Moderate Buy," 13 "Hold," and 2 "Strong Sell" [5]. - The mean price target for Netflix is $128.99, indicating a potential upside of 36.7% from current levels [5].

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 Stocks to Buy and Hold for 2026. On December 18, Laureny Yoon from Bernstein reiterated a Buy rating on the stock with a $125 price target. On the same day, Benjamin Swinburne from Morgan Stanley reiterated a Buy rating on Netflix, Inc. (NASDAQ:NFLX) and lowered the price target from $150 to $120. ​The ratings follow a recent December 17 report by Reuters, which noted that the board of Warner Bros Discovery has rejected Paramount Skydance’s hostile bid of $ ...

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].

No doubt that Netflix trades at premium multiples. Its trailing price-to-earnings ratio is about 39 times, well above the media and tech median of 17 times. Enterprise-value-to-EBITDA is roughly 14 times versus a sector median of around 9 times, and price-to-sales runs about 9.4 times compared with a typical 1.2 times. So currently, Netflix looks expensive relative to peers and the broader market.Valued at about $430 billion by market cap, Netflix’s share price climbed modestly in 2025. After an early-year ...

Group 1 - Netflix, Inc. will have Co-CEO Ted Sarandos participate in a fireside discussion at the UBS Global TMT Conference on December 8, 2025 [1] - The session is scheduled to start at 11:15 a.m. Pacific Time / 2:15 p.m. Eastern Time [1] - A live webcast and replay of the presentation will be available on the Netflix investor relations website [1] Group 2 - Netflix is recognized as one of the leading entertainment services globally, with over 300 million paid memberships across more than 190 countries [1] - The platform offers a diverse range of TV series, films, and games in various genres and languages [1] - Members have the flexibility to play, pause, and resume watching content anytime and can change their subscription plans at any time [1]

Core Insights - Netflix, Inc. is currently viewed as a strong investment opportunity in the communication and media sector, with a maintained Buy rating from Morgan Stanley and a price target of $150 [1] - The stock has experienced a decline of over 14.88% since its Q3 2025 earnings release, but analysts project a 25% compound annual growth rate in adjusted EPS through 2028, driven by revenue growth and margin expansion [2] - Netflix is engaged in a competitive bidding process with Comcast to acquire Warner Bros film and television studios and the Max streaming platform, which could provide long-term benefits despite potential regulatory challenges [3] Company Overview - Netflix, Inc. offers a wide range of entertainment services, including TV series, documentaries, feature films, and games across various genres and languages [4]

Core Viewpoint - Netflix has announced a 10-for-1 stock split, aiming to make shares more accessible while continuing its ambitious growth trajectory following a successful 2025 [3][4][6]. Company Overview - Netflix, founded in 1998, transitioned from DVD rentals to streaming services in 2007 and has since expanded globally, now operating in 190 countries with a paid subscriber base of 300 million [2][9]. - The company's stock price has increased over 900% in the past decade, currently trading above $1,100 per share [4][8]. Stock Split Details - The stock split will take effect on November 17, reducing the share price by one-tenth while maintaining the company's market capitalization and the value of investments [5][6]. - This is Netflix's third stock split, following splits in 2004 and 2015, reflecting management's confidence in continued stock price growth [3][4]. Financial Performance - In the latest quarter, Netflix reported a 17% increase in revenue and an 8% growth in net income, with free cash flow surging 21% year over year [10]. - For the full year, Netflix projects revenue growth of 16% to $45 billion and an increase in operating margin to 29% from 27% in 2024 [11]. Future Growth Opportunities - Netflix is expanding its content offerings, including live events and games, with significant upcoming projects like the 2026 World Baseball Classic and the FIFA Women's World Cup [13]. - The company is also focusing on monetizing its advertising business, which is expected to contribute significantly to future revenue growth [13][15]. Market Sentiment - Analysts are generally bullish on Netflix, with projections of earnings growth of 25% in 2026 and a price target of $1,600 per share, indicating a potential upside of over 40% from current levels [14].

Core Points - Netflix, Inc. has announced a ten-for-one forward stock split approved by its Board of Directors to make shares more accessible to employees participating in the stock option program [1] - The stock split will take effect for shareholders of record as of November 10, 2025, with additional shares distributed after market close on November 14, 2025 [1] - Trading on a split-adjusted basis is expected to commence on November 17, 2025 [1] Company Overview - Netflix is a leading entertainment service with over 300 million paid memberships across more than 190 countries, offering a wide variety of TV series, films, and games [2]