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Has the market finally become too pessimistic about Netflix, or has the sell-off created a place to jump in?

Investing.com -- Wolfe Research has lifted its price target on Netflix (NASDAQ: NFLX) to $95 from $84, telling clients in a note that its analysis of viewing data suggests the streamer's soft second quarter was a scheduling issue rather than a demand problem.

For Netflix shareholders, here is a way to get paid a meaningful income right now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it climbs.

Paramount Skydance (PSKY) is facing some pushback from a collection of US attorneys general in its proposed acquisition of rival Warner Bros. Discovery (WBD). Evan Shapiro — better known as "The Media Cartographer" — comes on Market Domination Overtime to outline what is it at stake for the media giant and the Ellison family if the deal ultimately falls through.

The streamer is discussing bringing rival services onto its platform.

Netflix could face higher programming costs as YouTube spends to keep creators exclusive, putting pressure on the streaming company’s margins.

Netflix stock has delivered a strong 90.4% gain over the past three years, yet current valuation checks are pointing to potential undervaluation based on both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and market multiples. That combination of solid long term returns and models suggesting the shares may still trade below intrinsic value is drawing fresh investor attention. Over the last three years Netflix has returned 90.4%, which keeps long term holders firmly...

Earlier this month, Netflix named former Google Global Product Lead Breno Barcelos as Head of Market Activation for Latin America, while continuing to roll out initiatives such as a low-priced ad-supported tier and sports streaming to broaden engagement. At the same time, hedge fund manager Bill Ackman, via Pershing Square Capital Management, increased his institutional stake, reinforcing investor interest in Netflix’s push to diversify and deepen its revenue streams. We’ll now examine how...

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

The on-demand library it was built on is no longer the story management leads with, and the quality measure it now sets beside view hours is one the company will not detail.

Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, […]

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]

Bill Ackman is shopping for great deals. Investors might want to follow suit.

It's down 34% over the past year, which makes its valuation much more attractive.

It's going to be challenging for Netflix's stock to continue growing as quickly as it has.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer subscription industry, including Netflix (NASDAQ:NFLX) and its peers.

The streaming media leader is still growing faster than its industry rivals.

The per-unit delivery cost that management once led with is now the CFO's line, and the comparison it rests on carries a fuel and line haul exclusion, while the top of the story belongs to the cloud.

Netflix has shed a third of its value in the past year, and now a proprietary model is flashing a signal that has traders paying close attention. The math behind what happens next is harder to dismiss than most bears expect.

While the stock is flat over the past five years, it has quadrupled from its April 2025 lows. Its Wall Street fan base is also growing:

Both of these entertainment giants have lost money for their shareholders in 2026.

YouTube reportedly offers major creators new financial incentives to avoid content deals that involve Netflix (NasdaqGS:NFLX), sharpening rivalry between the platforms. The offers focus on exclusive content for YouTube and are aimed at creators who have been in talks with Netflix for non exclusive projects. This move introduces fresh competition for Netflix as it seeks to work with top tier internet creators while expanding its content pipeline. Netflix is not the only stock exposed to the...

Netflix Inc. co-founder Reed Hastings says companies should not think of themselves as families, arguing that a performance-driven team makes it easier for businesses to make difficult workforce decisions. Hastings, who stepped down from Netflix’s board in June after nearly...

The evidence that search advertising was getting more valuable, not less, sat in Alphabet's own numbers weeks before the price started to move.

New park and cruise capacity is filling up while guests spend more per visit, and that pairing is the clearest upside case for Walt Disney stock.

The platform has warned that creators who post to Netflix at the same time risk losing marketing support and a cut of brand campaign revenue

YouTube is offering millions of dollars to popular channels if they upload their videos to the site exclusively for a certain period of time, according to a Bloomberg report.

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

Netflix has shed more than a third of its value over the past year, yet a billionaire who once lost $400 million betting on this exact stock just bought back in, and the reasoning behind his conviction is harder to dismiss than you might expect.

Netflix's ad business is scaling fast, with billions in ad revenue targeted as live programming and new ad tools fuel demand.