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Netflix is down 24% this year, despite receiving a substantial termination fee for losing out on Warner Bros. Discovery.

Concerns are growing around how engaged Netflix customers are. An analyst recently downgraded the stock due to concerning engagement trends.

Netflix shares would have to gain around 39% to hit $100, or about 11% a year through 2029. Management is targeting a 31.5% operating margin for 2026, up from 29.5% in 2025.

Netflix shares have meaningfully lagged the overall market since late September 2021. The investment community is likely most concerned about competition and its impact on growth.

Shares of Netflix are down 24% so far in 2026. By September 2027, Netflix could trade in the $70-$135 range, according to analyst forecasts.

Netflix is rated Buy, with 26.5% implied upside despite competitive and growth headwinds. NFLX is leveraging live events, podcasts, and cloud gaming for engagement and ad monetization while expanding into live TV partnerships. Competition from YouTube and risky user acquisition strategies present material risks to NFLX's fundamentals.

Walt Disney relies on its iconic content library and massive physical presence in theme parks to drive a diversified revenue model. Netflix remains the global leader in pure-play streaming with a subscriber base exceeding 300 million members and high net margins.

Two Wall Street analysts have downgraded Netflix over the last week. Viewing hours per subscriber are suspected to decline in the second half of the year.

Netflix's year-over-year revenue growth has fallen for two straight reported quarters, from a 17.6% peak to 13.4%. Management's third-quarter forecast calls for about 12% growth, a third consecutive slowdown if it lands.

Disney is raising prices on standlone streaming prices, partly in an effort to persuade more users to bundle services. The company will soon roll out a one-app experience, allowing users to easily use all three services in one interface.

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 | NFLX Price Prediction) after a Wells Fargo downgrade

Netflix shares have had a rough two weeks, including a Wells Fargo downgrade. Brian Sozzi walks through an HSBC note titled "Streamers versus YouTube," which argues YouTube is capturing more viewing hours from Netflix and that the gap is widening.

The SGA U.S. LCG Portfolio returned 6.8% (Gross) and 6.0% (Net) in Q2 compared to the Russell 1000 Growth Index return of 16.7% and the S&P 500 Index return of 15.2%. The largest contributors to performance were Arm Holdings, Alphabet, and Nvidia. The largest detractors from performance were Netflix, Intuit, and Salesforce.

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.

So far, 2026 has not been a strong year for Netflix (NASDAQ: NFLX) and, unfortunately for the streaming platform's investors, some Wall Street analysts appear to have relatively little faith in a recovery within the foreseeable future.

Netflix Inc (NASDAQ:NFLX) stock trades near two-year lows with questions on spending and a weak content lineup for the second half of 2026. The stock declines have attracted attention from a former hedge fund manager.

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

A Wells Fargo analyst noticed something personal about his own Netflix habits, turned it into a formal downgrade, and put himself against nearly every other analyst covering the stock.

Netflix stock NFLX fell 2% on Tuesday after HSBC downgraded the streaming company, citing growing competition from Alphabet's YouTube and concerns about near-term viewer engagement. HSBC lowered its rating on Netflix to Hold from Buy and cut its price target to $76 from $96.

Netflix Inc. (NASDAQ:NFLX) stock traded higher Tuesday in premarket trading as U.S. stock futures remained steady. Nasdaq futures rose 0.12%, while S&P 500 futures gained 0.05%.

Institutional class of the fund returned 39.25% during the quarter, outperforming the S&P Global 1200 Information Technology Index benchmark, which returned 37.76%. Semiconductors and semiconductor equipment were the primary drivers of relative outperformance during the quarter. Communications and electronic equipment represented modest sources of relative underperformance.

Netflix (NFLX) closed the most recent trading day at $73.36, moving +2.19% from the previous trading session.

Netflix faces intense competition from rivals while also struggling to turn out hits — and it's showing up in its stock.

Bill Ackman lost $400 million the last time he bought Netflix and bailed within three months.

One major bank just slapped a brutally low price target on Netflix even as the company reports double-digit revenue growth and a $25 billion buyback.

In the past year, Netflix's stock has fallen, sometimes sharply, after releasing its latest quarterly numbers. Heading into its upcoming earnings release, expectations may be lower given the bearishness around the stock.

Wells Fargo thinks Netflix's shares could fall 20%. Potential strategies to boost viewership are risky.

Netflix bought back a record $4.7 billion of stock in the second quarter and ended it with $27.1 billion of authorization left. A $2.8 billion termination fee from Netflix's collapsed Warner Bros.

Netflix shares have taken a hit lately. One group of experts sees the streaming giant's stock falling even further.

Today, Sept. 18, 2026, Wells Fargo cut its rating and price target, citing weaker engagement and content concerns, prompting investors to watch margin trends.

Netflix, Inc. (NASDAQ:NFLX) shares slid Friday after Wells Fargo turned outright bearish on the streaming leader, cutting the stock to Underweight from Equal Weight and lowering its price target to $57 from $80.

“We see breakout hits as a must for the stock to work again,” Wells Fargo analysts said as they cut their rating on shares of the streaming platform.

Netflix stock tanked on Friday after a Wall Street analyst downgraded the streaming video giant to the equivalent of a sell rating.

Wells Fargo & Co (NYSE:WFC, XETRA:NWT) downgraded Netflix Inc (NASDAQ:NFLX, XETRA:NFC) to "underweight" from "equal weight" Friday, with analysts warning that weaker engagement and content could pressure margins and valuation. Wells Fargo cut its price target to $57, implying about 25% downside according to the note, and lowered its valuation multiple to 15 times forward earnings from 21 times.

Shares of Netflix (NASDAQ:NFLX) have dropped 4.8% to trade at $71.72 this morning, after Wells Fargo downgraded the streamer to "underweight" and readjusted their price target to $57 from $80.

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.

US stocks opened mixed on Friday morning, a day after Wall Street posted its best session since early August. The Dow Jones Industrial Average fell 93 points, or 0.18%.

The streamer desperately needs to find the next Squid Game. Weak engagement numbers are dire news for its shares, down 20% this year.

Netflix (NASDAQ:NFLX | NFLX Price Prediction) stock is falling in Friday morning trading after Wells Fargo cut its rating and slashed its price target on the streaming leader. Shares are down 4% to $72.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

The AI trade still has legs, but Netflix drops after catching a downgrade from Wells Fargo.

DIS' diversified growth, streaming profitability and rich content slate give it an edge over NFLX as investors weigh valuations.

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.

In this week's episode, CNBC's Alex Sherman sits down with Netflix Chief Content Officer Bela Bajaria. They discuss how Netflix is creating live events from sports and music to one-off global spectacles.

A change in business strategy pushed Ackman to exit Netflix in 2022. Meanwhile, his investment thesis on the stock played out exactly as he predicted.

Netflix Chief Content Officer Bela Bajaria said the streamer looks for "unmissable" moments when thinking about its live event and sports strategy. She said the company would be open to a package of international NFL games if one becomes available when the league renegotiates its media rights agreements.

Since 2004, Netflix stock has dropped 35% or more from a high six times, and it eventually reclaimed the old high every time. The round trips back to the old high took anywhere from about 11 months to more than four years.

Ella Beatty believes her portrayal of Lizzie Borden in "Monster: The ​Lizzie Borden Story," the first female-focused installment of the "Monsters" anthology TV series, marks a ‌new direction for the Netflix biographical crime drama.

Pershing Square Capital Management closed its position in the high-flying tech leader, Alphabet, during the second quarter. The hedge fund bought two beaten-down tech stocks, Meta Platforms and Netflix.

Netflix (NFLX) concluded the recent trading session at $77.91, signifying a -3% move from its prior day's close.