The Four Seasons season 2 has had a great run on Netflix since its release on May 28, when it debuted at #1 in the service's top 10 list. It has stayed on top for nearly a week, but now, it's been dethroned by something new.
If you have retirement capital to allocate today and you're staring at Meta Platforms (NASDAQ:META | META Price Prediction) and Netflix (NASDAQ:NFLX), the question is simple: Which one belongs in a portfolio built to fund the next 20 years of withdrawals?
Netflix (NFLX) reached $83.33 at the closing of the latest trading day, reflecting a -2.94% change compared to its last close.
At $85.85, Netflix (NASDAQ:NFLX | NFLX Price Prediction) looks attractively positioned.
Netflix (NASDAQ:NFLX | NFLX Price Prediction) trades at $88.60, well off its 52-week high of $134.12, and our proprietary model sees substantial room to run as the advertising tier scales and free cash flow inflects.
Netflix remains undervalued after a 27.7% decline, with strong Q1 2026 revenue growth and a bullish outlook on ad-supported business. NFLX's Q1 print showed 16% YoY revenue growth, robust engagement, and buybacks funded by a $2.8B Warner Bros. termination fee. The ad-supported tier is scaling rapidly, targeting $3B in 2026 ad revenue, with 250M+ monthly active viewers and 70% YoY advertiser growth.
NFLX's ad business is gaining traction, with 2026 ad revenues projected near $3B as new formats, live events and ad-tech tools expand growth.
Netflix (NASDAQ:NFLX | NFLX Price Prediction) terminated a Warner Bros.
Netflix is upgraded to strong buy, driven by the maturing and scalable ad business that enhances ARPU and engagement. NFLX targets $3 billion in ad revenue by 2026, with ads projected to represent 6% of total revenue and significant future upside. Ad-tier users expand the membership base, offer high LTV/CAC dynamics, and create optionality for upselling and ancillary revenue streams.
On Purpose with Jay Shetty is one of the most popular podcasts in the industry. The show's immense popularity is driven by deep-dive interviews with A-list celebrities, athletes, and top wellness experts.
Spotify and Netflix struck a deal reportedly worth $100 million for exclusive rights to the video version of “On Purpose,” a self-help podcast hosted by wellness influencer Jay Shetty, a rare nine-figure podcasting contract that is one of Spotify's biggest since it first signed with Joe Rogan in 2020.
AAPL edges NFLX as a stronger buy in 2026, backed by Services growth, premium content strategy and resilient ecosystem momentum.