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On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating. The research firm rolled its valuation framework forward to 2028 and applied a multiple of 25 times its 2028 EPS estimate. The new price target represents more than 40% upside from the share […]
Shares of streaming video giant Netflix (NASDAQ: NFLX) fell 5% in the afternoon session after Wells Fargo analyst Steven Cahall downgraded the stock from Equal Weight to Underweight and lowered his price target to $57 from $80. According to TipRanks, Cahall cited user engagement trends and a weaker second-half 2026 original-content slate as primary reasons for the rating change. The firm's base case projected a 21% year-over-year decline in viewing hours from the platform's top 100 originals. Ad
Analyst sees deeper trouble beneath Netflix's engagement slowdown
Netflix is expanding into new formats, but one important measure of its core business is moving the wrong way.
Netflix Stock Tumbles After Analyst Predicts More Pain Ahead
Walt Disney (DIS) has lost about 7% over the past twelve months while the S&P 500 gained 17%. Disney trades at 21.3 times earnings, just under an S&P 500 median of 22.5. The question is whether that is a good business on sale, or a fair price for a slow grower.
Netflix shares plunged more than 5% this morning after Wells Fargo downgraded the stock to underweight and slashed its price target to $57 a share, from $80. "Engagement trends look worrying to us," wrote a team of analysts led by Steven Cahall, who estimated that viewership in the first half of 2026 was down 8% from the same period in 2023.
Netflix (NFLX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.
↘️ Nestle (CH:NESN): The Swiss food-product maker said it is assessing options for its Russian unit after Moscow transferred control to external administrators, in the latest move by the Kremlin to seize the local assets of international companies.
DIS' diversified growth, streaming profitability and rich content slate give it an edge over NFLX as investors weigh valuations.
Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Venkateshwar said in a research note Thursday that while the proposed $110 billion merger could increase growth potential for the studios, it could introduce massive financial and operational risks that make the stock hard to value, and “a moving target.”
Alphabet (GOOGL) has gained 3.7% over the last five trading days while the S&P 500 fell 1.1%. A stock that rises in a down week gets attention. But five days say nothing about what Alphabet does to the rest of your money. The real question is what it does to your portfolio every time the market moves, because it travels further than the index in both directions.
Netflix (NasdaqGS:NFLX), Amazon and YouTube have formed the Streaming Access and Choice Alliance to lobby on streaming policy and sports rights. The coalition plans to push for technology neutral rules that cover both traditional broadcasters and online platforms in live sports distribution. Founding members intend to present a unified position to governments that are reviewing how sports rights are licensed and regulated on streaming services. The creation of the Streaming Access and Choice...
Netflix shares have shed more than a third of their value over the past year, yet the company's ad business is exploding and buybacks are hitting record pace. Our proprietary model sees a stark disconnect between where the stock trades today and where the fundamentals say it should go.
Ackman was right about Netflix, but he still lost money on his investment.
These stocks offer an attractive combination of value and growth.
It has been a successful first two weeks for Apple’s new CEO, John Ternus. First at the Emmys, where Apple TV dominated the trophy haul, and then in the battle for auto makers’ infotainment systems. Last Wednesday, Ternus graduated from his usual supporting role at Apple’s annual launch event to center stage.
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index’s 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services […]
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”. The letter can be downloaded here. The Multi Cap Equity Fund’s Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index’s 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East […]
Netflix (NFLX) shares moved about 3% higher after Evercore highlighted live events, short form video and the ad supported tier as key levers to deepen engagement beyond traditional series and films. For context, Netflix shares have drifted lower this year, with a year-to-date share price return down about 14%, even though the 3-year total shareholder return is a little over 100%. This indicates that recent momentum looks softer than the longer-term record. Scan beyond Netflix and see how...
President Donald Trump has had a love/hate relationship with the National Football League in recent years as he was the first sitting president to attend a Super Bowl, but lately has been critical of the league’s various TV and streaming...
Bill Ackman closed his Netflix position in 2022. A 50% drawdown and a collapsed multiple brought him back.
Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.
Disney's stock has barely moved in a year while Wall Street's consensus target sits 20% higher, and a string of earnings beats has done almost nothing to close that gap. The reason why reveals a deeper tension inside the company that one upcoming earnings report could either resolve or rupture.
Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. These themes have enabled solid growth for the industry, which has posted a 14% gain over the past six months. This return was on par with the S&P 500.
The streaming pioneer got a little love from Wall Street.
Consumer stocks were mixed late Monday afternoon, with the State Street Consumer Staples Select Sect
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