Shares of Netflix (NFLX 4.79%) charged sharply higher on Tuesday, surging as much as 6.7%. As of 2:49 p.m.
DIS' diverse revenue streams, solid content pipeline and strategic sports integration offer investors stronger long-term upside compared to NFLX's premium pricing.
Netflix, Inc. is a strong buy due to its resilience in the volatile market and benefits from tariff-induced shifts in consumer behavior towards value entertainment. The company's AI-driven content optimization and expanding ad-supported plans enhance user retention and revenue growth, positioning Netflix for continued success. Despite a high forward P/E ratio, Netflix's growth justifies NFLX stock's valuation, with the potential for further upside if re-rated to reflect its robust revenue growth.
Netflix can survive an uncertain economic environment, according to Oppenheimer's bullish analysts.
The Investment Committee give you their top stocks to watch for the second half.
Reports note that Netflix is after a $1 trillion valuation and a doubling of revenue by 2030.
There's no hiding the fact that the S&P 500 index has been on a wild ride for the past couple of weeks. Volatility has popped with President Trump's rollout of new trade tariffs on most countries doing business with the United States.
The streamer's shares have climbed 51% over the past year, powered higher by a password-sharing crackdown and a new ads business.
Netflix NFLX shares have shown a nice level of relative strength in 2025, gaining 5% compared to the S&P 500's 8% decline. It's worth noting that shares are decently insulated from the ongoing tariff talks, though the company is reliant on a healthy consumer.
NFLX shows promise, but valuation reflects growth. Investors can hold the stock and wait for better entry amid Q1 seasonality, FX pressures, and streaming competition.
Netflix Inc (NASDAQ:NFLX) will announce its first-quarter results after the close on Thursday, April 17.
In a short trading week, we'll also see earnings from J&J, Abbott Labs, and ASML. A retail sales report will be the most important economic data release against the backdrop of ongoing tariff volatility.