The Battle That May Matter Most for Netflix Stock Isn't Against Disney

Netflix stock is down 30% in 2026 as investors are increasingly worried about subscriber engagement. The streaming giant has been steadily adding more live events to try to win back viewers' attention.

The Motley Fool • 11 hours ago

Netflix stock is falling after earnings: why Morningstar sees it rising 30%

Netflix stock continued its strong sell-off, reaching its lowest level since August 2024. It has now plunged by over 54% from its all-time high.

Invezz • Oct 28, 2026

Netflix's Advertising Business Expands Rapidly: Can Momentum Continue?

NFLX expects advertising revenues to grow more than 80% in 2026, but rollout delays, a reduced forecast and streaming rivals test its ad momentum.

Zacks Investment Research • Oct 28, 2026

Wall Street Is Treating Netflix Like It's Broken, But I'm Still Bullish

Netflix remains fundamentally strong, with robust free cash flow, a healthy balance sheet, and double-digit segment growth despite recent stock underperformance. Growth is moderating, with revenue up 12% but representing the slowest pace in three years; margin expansion and aggressive buybacks continue. Management expects margin expansion to 31.5% in 2026, leveraging liquidity and potential AI or acquisition strategies for long-term growth.

Seeking Alpha • Oct 28, 2026

Netflix and ServiceNow Have Fallen More Than 30% From Their Records. Both Are Stocks to Buy and Hold Through 2030.

Netflix expects its 2026 operating margin to rise to 31.5%, up from 29.5% in 2025. ServiceNow targets over $30 billion in subscription revenue by 2030.

The Motley Fool • Oct 28, 2026

The Big 3: NFLX, LULU, WMT

The stock market is in a holding pattern until the Fed releases its interest rate decision, along with Microsoft (MSFT) and Alphabet (GOOGL) earnings, says @Theotrade's Don Kaufman. He turns to trading opportunities amid an expected uptick in volatility.

Netflix: A $275 Billion Company Priced At No Growth

Netflix shares have dropped over 40% in 12 months, prompting management restructuring and significant cost-cutting measures. Despite slowing growth and competitive pressures from YouTube, NFLX subscription revenue is outperforming plans, churn is falling, and buybacks are accelerating. At ~$67/share, NFLX trades at 22x earnings (ex-Warner fee), with 8% annual FCF growth implied and $22.3bn authorized for further buybacks.

Seeking Alpha • Oct 27, 2026

Netflix: Not Winning On Attention, Winning On Economics

Netflix's earnings are accelerating even as revenue growth slows. Scale-driven content economics create a durable competitive advantage. Advertising is still early and represents a significant monetization opportunity.

Seeking Alpha • Oct 27, 2026

These 3 stocks could rally after the Fed decision

The US Federal Reserve announces its next interest-rate decision on Wednesday at 2 p.m. Eastern, following its two-day policy meeting.

Invezz • Oct 27, 2026

Netflix Stock: Should You Buy the Post-Earnings Dip?

Netflix's Q3 numbers met analyst expectations on the top line and beat on the bottom line. Its guidance implies revenue growth of 13% for the year, which the market wasn't thrilled with.

The Motley Fool • Oct 26, 2026