Netflix Inc (NASDAQ:NFLX, XETRA:NFC)'s fourth quarter and full-year 2025 results drew a generally positive response from analysts at Wedbush and UBS, who pointed to solid execution and accelerating advertising momentum, tempered by softer near-term guidance and higher investment levels. Following the report, shares of Netflix traded down 2.3% at about $85 on Wednesday afternoon.
Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners joins CNBC's “Halftime Report” to explain why he's trimming Netflix now.
Netflix launched its cheaper, ad-supported option in late 2022. Its growth is starting to contribute to overall revenue.
Investors are scrutinizing Netflix's results more closely than ever. They don't like what they see.
The 2025 Q4 earnings season is now in full swing, with a wide variety of companies reporting results in each of the coming weeks. It looks to be another period of positivity, underpinned by a large contribution from the beloved technology sector.
NFLX beats Q4 earnings and revenue estimates, crosses 325 million paid members, and sees strong gains from ads, pricing, and a blockbuster content slate.
Netflix (NASDAQ: NFLX) saw a wave of price target cuts from major Wall Street analysts on Wednesday, January 21, following its latest earnings report.
Shares of Netflix Inc (NASDAQ:NFLX) are 6% lower to trade at $82.01 at last glance, brushing off a fourth-quarter earnings and revenue beat after the streaming giant also issued a disappointing margin outlook.
Netflix is rated a Strong Buy, with the current valuation offering a rare post-pandemic discount despite recent volatility and a 30% six-month price decline. Recent Q4 results beat on both lines, with 17.6% revenue and 30% EPS growth, yet the market remains focused on subscriber growth and regulatory risk around the WBD acquisition. NFLX's growth levers include aggressive content spending, accelerating ad revenue (projected to double in 2026), and localized content driving international penetration.
Netflix exceeded Wall Street's revenue estimates for its holiday quarter, as it crossed 325 million subscribers, the company said on Tuesday.
Netflix Inc. (NASDAQ: NFLX) announced what appeared to be good earnings, but its stock fell.
@marketgauge's Michele Schneider believes Netflix (NFLX) is going through a "reality check" after earnings. That said, she notes the stock was this oversold three other times and came "roaring back" each time.