We believe there is not much to worry about with NFLX stock considering its overall Strong operating performance and financial position. This corresponds with the stock's High valuation, which is why we deem it as Fairly Priced.
Netflix has been caught up in the broader tech slowdown, with shares now down over 12% in the last month. The company reported strong results in mid-January and provided positive guidance for the new fiscal year. I am bullish on the Warner deal and expect this to significantly deepen NFLX's competitive advantage if it can reach the finish line.
Netflix shares rose to $81.54 in premarket trading early on Thursday, up more than 1.7% from Wednesday's close. Despite the premarket bump, the streaming giant's shares are down more than 6.5% since it announced its quarterly earnings last month.
U.S. President Donald Trump said on Wednesday he plans to stay out of the Netflix and Paramount Skydance fight over Warner Bros Discovery.
President Donald Trump said in a new interview that he will not be involved in the fight between Netflix and Paramount Skydance over Warner Bros. Discovery.
Politicians in both parties want to use antitrust policy as a political weapon.
Netflix, Inc. is upgraded from hold to buy as valuation has become reasonable after a 30% price drop. NFLX delivered 18% YoY revenue growth in Q4 2025, improved operating margins, and robust global subscriber gains. Despite intense competition and macro risks, NFLX's content leadership, potential WBD acquisition, and strong liquidity underpin its market position.
The lawmakers demanded details on how the transaction would affect consumers, workers and competitors.
Senators asked Ted Sarandos about whether the acquisition would raise prices, squeeze talent and degrade the moviegoing experience.
Several senators, both Republicans and Democrats, expressed concern at the Judiciary Committee hearing about the market power of a Netflix-Warner tie-up.
Netflix co-CEO Ted Sarandos is set to face questions from a Senate subcommittee about its planned purchase of Warner Bros.' streaming and studio businesses.
Netflix co-CEO Ted Sarandos faces Senate questioning over the streaming giant's proposed $72 billion Warner Bros. Discovery merger amid antitrust concerns.