(NFLX) News Today

Netflix and MercadoLibre are trading 38% and 23% lower over the past year. Both have fallen out of favor, and poorly received quarterly results this earnings season aren't helping.

Netflix (NASDAQ:NFLX | NFLX Price Prediction) has spent the past three months moving in the wrong direction, and the ripples are showing up unevenly across the exchange-traded funds (ETFs) that hold it.

It's a tech-themed Big 3 today with Don Kaufman. First up, Marvell (MRVL) where he maps out a bearish put spread and believes further downside remains amidst a bear market rally.

Alphabet recently announced it is expanding its partnership with NBCUniversal. YouTube Premium subscribers will have access to an ad-supported version of Peacock Premium.

Netflix may have made the right decision to walk away from a deal to acquire assets from Warner Bros. Discovery.

The AI-based indices are volatile and richly priced. Even with a covered call wrapper, they can be dangerous for durable income investors. Yet there is still a merit of buying AI-linked covered call ETFs.

Netflix trades about 43% below its 52-week high of $126.71. The company still forecasts 13% to 14% revenue growth and a 31.5% operating margin for 2026.

Shares of the streaming giant have dropped as revenue growth slows. However, Netflix is well-positioned as the subscription video-on-demand leader.

Walmart-owned Flipkart said on Friday it has partnered with Netflix to offer members ​of its loyalty programme a monthly mobile ‌subscription after four qualifying orders, as it looks to encourage repeat purchases by customers.

A movie producer is seeking $105 million in damages from Netflix after he says a copy of his unreleased Nicolas Cage movie ​was stolen from the streaming service's studios in Hollywood.

Netflix is doubling down on one of television's biggest franchises, signing a massive new licensing agreement worth a reported $500 million to bring The Walking Dead Universe to audiences around the world.

Netflix, Inc. (NFLX) remains a high-conviction Buy as Q2 results met management's guidance, with revenue up 13.4% and margins exceeding forecasts. NFLX's global growth is robust, with all regions compounding double digits and ad revenue on track for $3B in 2026, expanding to 15 new markets by 2027. Valuation is compelling at a 23.18x P/E (Non-GAAP) and 3.6% FCF yield, justified by superior growth and profitability versus peers.

AMC Global Media CEO Kristin Dolan said “a lot of the major players” in streaming looked at licensing The Walking Dead, but in the end re-upping with Netflix in a co-exclusive with AMC+ was “the right choice.

Netflix's revenue growth in the future won't come close to what was achieved in the past. Competition is likely pressuring engagement, and the business is spending more on content.

Roku's diversified ad, subscription and platform strategy, raised guidance and lower valuation premium give it an edge over Netflix now.

Ransom Canyon may be #1 on Netflix's top 10 list right now, but in the larger context of the show and the service, its performance leaves something to be desired.

Netflix's selective live events strategy is boosting subscriber sign-ups, engagement and ads, positioning live programming as a key growth driver.

Netflix management has decided to publish its “What We Watched” engagement report only once a year. The company's operating strategy has evolved dramatically in recent years.

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, named Netflix, Inc. (NASDAQ:NFLX) as his final trade.

I rate Netflix (NFLX) a Buy, with a fair value estimate of $92—27% upside—driven by subscription, advertising, and live programming monetization. NFLX's scale enables global content leverage, selective price increases, and margin expansion, with 2026 revenue guidance of $51.0B–$51.4B and 31.5% operating margin. Advertising and live programming offer incremental growth without major platform rebuilds; ad revenue is projected at $3B in 2026, with rapid growth potential.

The portfolio's return was 8.05% (net) for the reporting period. Shares of Samsung Electronics rallied on the back of record first-quarter operating profit, driven by strong AI-related demand across its semiconductor business. As the quarter progressed, elevated medical cost trends began to stabilize, easing pressure on managed care earnings.

Netflix has edged ahead of the BBC as Britons' first choice when deciding what to watch on ​television, media regulator Ofcom said on Wednesday, with 26% ‌of viewers turning first to the U.S. streaming service compared with 25% for the BBC.

Netflix has been a powerhouse performer, but its growth appears to be slowing. Shares of Netflix are attractively priced right now.

Netflix Inc. (NASDAQ:NFLX) shares are climbing Tuesday as the stock claws back from the 52-week lows it hit after disappointing third-quarter guidance overshadowed an otherwise solid second-quarter report.

The Investment Committee reveals its Final Trades.

Bernard Arnault says he invested in Netflix in its early days, but sold too soon. The LVMH CEO told the "Legend" podcast that he regrets missing out on the stock's subsequent surge.

Spend too much on AI and get punished. Spend too little and get punished harder.

Netflix is a best-in-class streaming industry leader that still has multiple avenues for future growth, and a reasonable valuation. Long-term tailwinds are structural in nature, including room for subscription price hikes and better ad monetization, and global growth in the middle class. AI could help to support engagement, ad monetization, and production. Meanwhile, Netflix has a long track record of navigating an evolving and competitive industry.

I provide my thoughts on whether Netflix (NFLX +0.45%) stock is a buying opportunity on this huge dip.

The Silvant Large Cap Growth SMA returned +14.61% (gross)/+13.79% (net) for the quarter compared to the Russell 1000 Growth Index's return of +16.74%. ARM Holdings and Applied Materials were among the top stock contributors to relative performance. Netflix and Intuitive Surgical were among the largest stock detractors from relative performance.

Netflix now trades at $70, but with 67% more revenue, 2.5x operating income, and much higher margins than at this price in 2021. Despite recent de-rating due to missed guidance and slower engagement, NFLX offers a historically cheap valuation—46% below its 5-year average P/E and PEG below 1. The advertising segment, now 6% of revenue and rapidly scaling, could add $5–$7 billion in high-margin revenue over three years, yet is priced at zero.

In this video, Motley Fool contributors Jason Hall and Jeff Santoro talk through the latest from Netflix (NFLX +0.44%) after earnings guidance sent the stock falling. At a 52-week low, we see opportunity, but also reasons to be cautious.

Netflix remains a buy despite recent stock weakness and a failed Warner Bros. Discovery deal. Q2 showed slowing revenue growth and margin contraction, but engagement remained resilient and full-year guidance was largely reaffirmed. The strategic pivot to live sports streaming aims to reaccelerate growth and strengthen competitive positioning.

I always spend considerable time evaluating the risk of all my investments.

Shares of Netflix Inc (NASDAQ: NFLX) were last seen up 1.7% at $71.26, extending their rebound, after a post-earnings selloff earlier this month.

Netflix's stock price may have lost the plot, but its fundamental narrative remains intact.

Netflix plummeted 9% in two days after falling short on revenue and offering up weak guidance. It has started to recover, and I remain bullish -- even after being humbled this month.

Netflix stock has dropped more than 40% over the past year. The sell-off seems to be related to overblown concerns.

Netflix shares sit near multi-year lows while management deploys billions into buybacks. Free cash flow and profit margins are expanding as the business model matures.

Netflix stock is down 40% over the past year and trades just 8% above its recent 52-week low. The company has shifted its focus from maximum subscriber growth to profitable growth, prioritizing revenue and wider operating margins.

Viewer engagement has become a primary concern for investors.

I think the primary reason people are talking about Netflix (NFLX +1.73%) is because of the price crash.

Prediction market Kalshi sent Netflix a cease-and-desist letter on Friday demanding that the streaming service take down the trailer for an upcoming documentary. In the letter, Kalshi claimed the trailer is “defamatory” and contains “both fabricated documents and false and misleading statements.

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium and Lou Whiteman, along with Motley Fool analyst Emily Flippen, discuss:

NFLX's mixed Q2 results and narrowed 2026 outlook put streaming exposure ETFs in focus as investors weigh growth and volatility.

NFLX's local-language hits, global franchises and disciplined content spending are broadening engagement and supporting more durable revenue growth.

This article was written by Doug Nathman, with research by his team at Trefis.

On CNBC's “Halftime Report Final Trades,” Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, said he likes AbbVie Inc. (NYSE:ABBV).

Class A shares of the Alger Focus Equity Fund outperformed the Russell 1000 Growth Index during the second quarter of 2026. Shares contributed positively to performance after the company reported better-than-expected revenues, driven by surging demand for AI computing power. Revenue and earnings exceeded analyst expectations, driven by robust storage demand across cloud and enterprise markets and an improved pricing environment that lifted margins above the company's prior guidance.

YouTube continues to deliver steady growth with revenue up 13% in the second quarter. YouTube benefits from a user-generated content model.