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A $76 target leaves limited upside while YouTube contests television time and Netflix's original-content pull.

Netflix (NFLX) stock trades near $71, about 43% below its high of the past year, and it lost 6.6% in the past week. The market did not fall with it: The S&P 500 returned 16.5% over the past twelve months. So without any shock at all, Netflix is already down more than its average fall in past market shocks. What would a real crash add.

Surging bond yields send a shiver through markets; Trump, Xi, and the battle for AI; and more news to start your day.

Netflix shares have struggled in 2026 despite double-digit revenue growth, as competition and questions about future growth weigh on the stock.

One Wall Street analyst says the streaming giant’s edge over its biggest rival is slipping.

Steve Weiss, founder and managing partner of Short Hills Capital Partners, told viewers of CNBC’s Halftime Report on September 23, 2026 that he had added to his position in Netflix (NASDAQ:NFLX) after a Wells Fargo downgrade to sell pushed the stock lower. The trade is notable because Weiss had exited the name in June and […]

The streaming stock that cost Pershing Square $400 million now has a different risk profile.

Netflix has seen its share price fall sharply over the past year, yet over a three year window the stock is still well ahead of where it was. This puts fresh focus on whether that journey lines up with the cash the business can generate. With investors weighing recent news on engagement, advertising and content spending, the live question is whether today’s valuation is grounded in the company’s underlying cash flows rather than just sentiment around streaming. Over the past 3 years, Netflix...

Treasury yields jumped across the curve on Wednesday.

Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.

Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.

Muse’s growing popularity has led Wall Street to worry that agentic AI adoption poses a risk for companies that rely on consumers who pay for their products or services out of habit.

Walt Disney is raising its streaming subscription prices for the second time in a year as it looks to focus on investing in content. The move comes at a notable time: The popularity of Meta Platform’s Muse has raised concerns that artificial-intelligence agents pose risks to companies that rely on recurring payments s if they help consumers cancel those payments from simple prompts. A Disney spokesperson confirmed the price changes to Barron’s on Wednesday.

The ad-free Disney+ and Hulu bundle now costs just 50 cents more than either service alone

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Entertainment in the […] The post Entertainment in the AI Era: Music, Games and Film​: 2nd LA CorpGov Forum appeared first on CorpGov.

YouTube is introducing new production tools to woo top creators to stay on the platform as Netflix aggressively poaches popular channels.

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Shareholder Activism: Media […] The post Shareholder Activism: Media and Entertainment Focus: 2nd LA CorpGov Forum appeared first on CorpGov.

Amazon designs its own computer chips. That business may now be big enough to matter by itself. You probably picture Amazon as a giant store with a cloud arm. And you probably assume it buys its chips from someone else. Two things must be true for these chips to change how you see the stock. The first is size. The second is that owning the chips earns a return on the money Amazon is spending. Start with size.

The Google-owned platform is rolling out better tools for digital producers that could help it to keep more of their content exclusively.

After a powerful run to new highs, this media giant's stock is asking every investor the same question: is the turnaround in streaming enough to carry the whole company higher.

Netflix (NFLX) has been a somewhat complicated story for some time now, with shares unable to find consistent stability. As a current Zacks Rank #4 (Sell), investors have better options available for near-term gains.

Yahoo Finance Executive Editor Brian Sozzi explains why Google's YouTube (GOOG, GOOGL) is a growing problem for Netflix (NFLX).

DIS is scaling local originals, cutting churn and improving SVOD profitability as it builds an international streaming challenge to Netflix and Amazon.

Walt Disney (DIS) owns theme parks and streaming services. The stock costs 21.8 times its earnings of the past year. The S&P 500 is at 22.6 times. So you pay less than the market for these businesses. That case only pays off if two things are both true. Disney's latest earnings call gave a reason to doubt the first. What did management say about ad prices.

Netflix and Airbnb could see meaningful earnings growth, delivering compounding returns.

It's been a rough run for Netflix stock.

HSBC Cuts Netflix to Hold as YouTube Puts Fresh Pressure on Streaming Giant

A widening viewing gap is reshaping Netflix's growth outlook

Netflix has "a growing YouTube problem," a Wall Street analyst says. Alphabet's YouTube is taking increasing viewer share.

Netflix stock just hit a crossroads. Wall Street can’t agree.