Despite periods of intense volatility, Tesla (TSLA -0.13%) has been a wonderful investment. Its shares soared 1,720% in the past decade, driven by disruption, innovation, and rapid growth.
Netflix (NFLX 1.19%) continues to outperform expectations, and investors are excited about its potential as a tariff-resistant business.
Netflix (NFLX 1.44%) is one of the best-performing stocks of the 21st century, and it's been one of the biggest surprises over the last three years.
Netflix's Q1 report showed strong performance, beating analyst estimates on both the top- and bottom-lines, with significant growth in revenue, EPS, and operating margins. The company's robust content slate and ad-supported plans position it well to withstand macroeconomic headwinds, including potential recessions. NFLX's valuation is attractive with significant upside and strong momentum, leading to an upgrade from HOLD to BUY.
Netflix is to be ‘predictable and defensive amid a wide range of macroeconomic scenarios,' BofA Securities analyst Jessica Reif Ehrlich writes.
After Netflix (NFLX) delivered first-quarter earnings that topped Wall Street's expectations, several analysts lauded the company's ability to thrive amid economic uncertainty.
Netflix co-CEO Gregory Peters said customer retention has been strong and that the entertainment industry has been resilient even during tougher economic times.
Netflix is building a new search experience aimed at improving the discovery experience, and it's going to use AI to do it, the company's CEO Greg Peters said during its first-quarter results conference call.
Netflix's earnings beat expectations, with EPS at $6.61 vs. $5.71 expected, signaling a shift to profit and margin expansion over subscriber growth. The company is focusing on ad revenue as a primary growth driver, targeting $8 billion in free cash flow for 2025, alongside continued share buybacks. NFLX maintains a conservative balance sheet with very low debt relative to EBITDA, and is now solidly free cash flow positive and self funding.
The streaming giant sticks by its full-year forecast in a rare show of resilience in a tumultuous market.
Netflix fared better than analysts anticipated during the first three months of the year, signaling the world's largest video streaming service is still thriving as President Donald Trump's policies cast a pall on the economy.
I reiterate a 'Strong Buy' rating for Netflix, driven by robust ad plan growth, resilient revenue, and operating profit amid a weak economy. Netflix's strategic content investment optimization and international market expansion are key drivers of sustained membership and revenue growth. The launch of Netflix Ads Suite enhances digital advertising ROI and margins, contributing to the company's overall financial health.