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Needham Advises Buying Netflix (NFLX) Weakness Despite $275M Regulatory Costs
Yahoo Finance· 2026-01-27 13:38
Netflix Inc. (NASDAQ:NFLX) is one of the best US stocks to buy and hold in 2026. On January 21, Needham lowered the price target on Netflix to $120 from $150 but maintained a Buy rating. Following Q4 2025 results, the firm noted that the company’s 2026 guidance is distracted by $275 million in projected legal and regulatory expenses, which are expected to dampen margins and free cash flow. Still, Needham recommends buying on weakness due to a robust 2026 content lineup and improved retention among its 325 ...
Netflix, Inc. (NFLX)’s Ad Push Keeps Wedbush Optimistic
Yahoo Finance· 2026-01-17 11:45
Core Viewpoint - Netflix, Inc. (NASDAQ:NFLX) is experiencing a significant decline in stock price following disappointing Q3 results and Q4 guidance, despite being recognized for strong earnings growth potential over the next five years [1][2]. Group 1: Stock Performance and Ratings - Wedbush has reduced its price target for Netflix from $140 to $115 while maintaining an 'Outperform' rating, citing a 29% decline in stock price over the last six months [1]. - Monness, Crespi, Hardt & Co. has reaffirmed a 'Neutral' rating ahead of the fourth-quarter earnings report, projecting a 17% year-over-year revenue growth for Q4 [3]. Group 2: Advertising Growth Potential - Despite execution risks, Wedbush believes Netflix is well-positioned for significant growth in global advertising through strategies such as improving ad interactivity, growing ad partnerships, and enhancing purchasing capabilities [2]. Group 3: Company Overview - Netflix, Inc. is a California-based entertainment service provider, incorporated in 1997, offering streaming services including TV series, documentaries, feature films, and games, with a presence in 190 countries [4].
Netflix, Inc. (NFLX) Slumps 29% – Is This the Buying Opportunity Analysts See?
Yahoo Finance· 2026-01-15 13:15
Core Insights - Netflix, Inc. (NASDAQ:NFLX) is viewed as a promising growth stock, with Goldman Sachs recently lowering its price target to $112 from $130 while maintaining a 'Neutral' rating, indicating confidence in the company's strategic advancements through 2025 [1] - HSBC has initiated coverage with a 'Buy' rating and a price target of $107, suggesting that the current stock weakness presents a buying opportunity, despite a 29% decline over the past six months [3] Group 1: Company Performance and Strategy - Analysts highlight Netflix's commitment to core strategies such as original content, live entertainment, and gaming, which are expected to drive solid performance through 2025 [1] - The success of NFL Christmas Day programming is noted as evidence of Netflix's growing capabilities in live entertainment, alongside improvements in technology infrastructure and advertiser adoption of its ad platform [2] Group 2: Market Position and Valuation - Despite a strong earnings profile and international growth prospects, Netflix's stock is currently trading 33% below its summer 2025 peak, indicating potential undervaluation [3] - The company operates in 190 countries, providing a wide range of streaming services including TV series, documentaries, feature films, and games, reinforcing its global entertainment presence [4]
Netflix’s (NFLX) Deal with Warner Bros Remains on Track
Yahoo Finance· 2026-01-12 17:47
Netflix, Inc. (NASDAQ:NFLX) is one of the Best Stocks to Buy for High Returns in 2026. Netflix’s deal to acquire Warner Bros remains on track. In a recent update, on January 7, Reuters reported that Warner Bros Discovery turned down Paramount Skydance’s latest attempt to acquire the studio. The board of Warner Bros rejected the revised bid from Paramount of $108.4 billion, calling it a hostile bid that investors should reject. ​The board released a letter to its shareholders explaining that Paramount’s bi ...
Is Netflix, Inc. (NFLX) a Best Quality Stock To Buy Before 2026
Yahoo Finance· 2025-12-28 18:14
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]
Jefferies Urges Selectivity in Internet Stocks for 2026 as AI Disruption and Rising Costs pressure Margins
Yahoo Finance· 2025-12-22 13:42
Group 1 - Netflix is considered one of the best growth stocks to buy in 2026, despite Jefferies analyst James Heaney lowering the price target from $150 to $134 while maintaining a Buy rating [1] - Jefferies recommends a selective approach to Internet stocks for 2026, citing rising investment costs and concerns about AI disrupting traditional business models as key headwinds [1][3] - The company plans to acquire Warner Bros. Discovery's TV, film studios, and streaming assets for $72 billion, structured as a combination of cash and stock, with an enterprise value of approximately $82.7 billion [2][3] Group 2 - The acquisition is expected to add nearly $11 billion in debt to Netflix's balance sheet, which will be monitored closely as the company aims for a closing timeline of 12 to 18 months [3] - Following the acquisition, Netflix will shift its strategy to begin releasing Warner Bros. movies in theaters, moving away from its traditional streaming-only model, necessitating the development of new internal functions for theatrical marketing and global distribution [3]
Morgan Stanley Maintains a Buy Rating on Netflix, Inc. (NFLX)
Yahoo Finance· 2025-11-25 13:16
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]
Is Netflix (NFLX) One of the Best NASDAQ Growth Stocks to Buy for the Next 5 Years?
Yahoo Finance· 2025-10-30 13:31
Core Viewpoint - Netflix Inc. is considered one of the best growth stocks on NASDAQ for the next five years, despite mixed analyst ratings and a significant one-time charge impacting its Q3 results [1][2]. Group 1: Analyst Ratings and Price Targets - Phillip Securities analyst Helena Wang maintained a Sell rating on Netflix with a price target of $950.00 [1]. - Rosenblatt raised its price target for Netflix to $1,530 from $1,515 while maintaining a Buy rating, citing slightly higher earnings estimates for 2026 [2]. Group 2: Financial Performance and Impact of One-Time Charges - Netflix's Q3 results would have exceeded expectations if not for a one-time charge of $619 million related to a Brazilian tax issue [2]. - CFO Spencer Neumann stated that the Brazilian tax is unique and does not resemble any other tax in countries where Netflix operates, confirming that without this expense, Netflix would have surpassed its financial forecasts for operating income and margin in Q3 [3]. Group 3: Future Outlook - Neumann assured that the Brazilian tax matter is not expected to have a material impact on Netflix's future results [3].
Here’s What the Wall Street Thinks About Netflix (NFLX), After its Q3 Earnings
Yahoo Finance· 2025-10-29 15:18
Core Viewpoint - Netflix, Inc. (NASDAQ:NFLX) is considered one of the best stocks for high returns heading into 2026 despite recent earnings misses and a subsequent stock price drop of over 11% [1] Group 1: Earnings Results - Netflix reported FQ3 2025 results on October 21, missing EPS and revenue estimates by $1.10 and $881,280 respectively [1] - The company expects FQ4 revenue to grow by 17%, which is $50 million more than Benchmark's forecast [5] Group 2: Analyst Ratings - Laurent Yoon from Bernstein reiterated a Buy rating on Netflix with a price target of $1,390, noting the strong content lineup for the fourth quarter [2] - Benchmark reiterated a Hold rating on Netflix without disclosing price targets, stating that quarterly revenue was in line with guidance and operating income would have exceeded forecasts excluding the Brazilian tax impact [4] Group 3: Market Performance - Analyst Yoon highlighted that Netflix has experienced seven single-day declines of 8% or more since COVID-19, but most of these drops were followed by recoveries due to strong fundamentals [3] - Benchmark acknowledged Netflix's strength in mature markets with record engagement but pointed out relative underperformance in emerging markets [5]
Is Netflix (NFLX) One of the Best Big Tech Stocks to Invest in Now?
Yahoo Finance· 2025-10-21 09:37
Core Viewpoint - Netflix Inc. is considered one of the best big tech stocks to invest in currently, with a Buy rating and a price target of $1,390 set by KeyBanc analyst Justin Patterson [1][3]. Financial Performance - The analyst does not anticipate significant surprises in Netflix's Q3 2025 earnings, attributing improved Q3 viewership to a stronger content slate [1]. - Management is expected to forecast slight margin expansion in 2025, indicating positive financial outlook [2]. Revenue Drivers - Monetization catalysts such as pricing and advertising are expected to contribute to sustained higher revenue in 2026 [2]. - The partnership with Amazon Ads is seen as a strategic move that enhances Netflix's demand-side platforms, which should bolster ad revenue [3]. Company Overview - Netflix provides a wide range of entertainment services, including TV series, documentaries, feature films, and games across various genres and languages [4].