While the stock is flat over the past five years, it has quadrupled from its April 2025 lows. Its Wall Street fan base is also growing:

Both of these entertainment giants have lost money for their shareholders in 2026.

YouTube reportedly offers major creators new financial incentives to avoid content deals that involve Netflix (NasdaqGS:NFLX), sharpening rivalry between the platforms. The offers focus on exclusive content for YouTube and are aimed at creators who have been in talks with Netflix for non exclusive projects. This move introduces fresh competition for Netflix as it seeks to work with top tier internet creators while expanding its content pipeline. Netflix is not the only stock exposed to the...

Netflix Inc. co-founder Reed Hastings says companies should not think of themselves as families, arguing that a performance-driven team makes it easier for businesses to make difficult workforce decisions. Hastings, who stepped down from Netflix’s board in June after nearly...

The evidence that search advertising was getting more valuable, not less, sat in Alphabet's own numbers weeks before the price started to move.

New park and cruise capacity is filling up while guests spend more per visit, and that pairing is the clearest upside case for Walt Disney stock.

The platform has warned that creators who post to Netflix at the same time risk losing marketing support and a cut of brand campaign revenue

YouTube is offering millions of dollars to popular channels if they upload their videos to the site exclusively for a certain period of time, according to a Bloomberg report.

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

Netflix has shed more than a third of its value over the past year, yet a billionaire who once lost $400 million betting on this exact stock just bought back in, and the reasoning behind his conviction is harder to dismiss than you might expect.

Netflix's ad business is scaling fast, with billions in ad revenue targeted as live programming and new ad tools fuel demand.

BlackRock (BLK) private credit division HPS Investment Partners and Oaktree Capital are among the cr

Netflix stock has only fallen by such a large percentage twice in the last 15 years.

Netflix (NFLX) is back in focus after Bill Ackman’s Pershing Square Capital Management rebuilt a multi million share position, reversing an earlier exit that locked in a reported US$400 million loss. See our latest analysis for Netflix. Netflix’s recent 1 month share price return of 12.79% contrasts with a 90 day decline of 11.72% and a year to date fall of 14.53%, while the 3 year total shareholder return of 88.23% and 5 year total shareholder return of 40.53% point to a very different long...

Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.

Bill Ackman just bought back into Netflix after losing hundreds of millions on the same trade in 2022, and streaming rivals are barely flinching while one major hedge fund makes its biggest portfolio bet in years.

Elite companies can’t operate like families, according to Netflix’s Reed Hastings—a mindset that helped turn it into a $315 billion entertainment giant.

Bill Ackman burned himself on Netflix once before, locking in a painful loss, yet Pershing Square just dove back in. Whether this bold second act signals a screaming bargain or a costly repeat mistake depends on what you think streaming and AI can do together.

Based on the average brokerage recommendation (ABR), Netflix (NFLX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

The company says the litigants who sued to stop the deal should have to cover financial damages if they lose their lawsuit.

The famed hedge fund manager believes a cheap valuation and strong earnings growth will drive the streaming stock in the coming years.

It's been a rough 14 months for Netflix investors, but history is on the side of the bulls after share drawdowns.

Netflix stock has taken a beating in recent months, down 42% from its all-time highs. For a company once seen as untouchable, the ongoing decline may be making investors nervous. Notably, Bill Ackman just built a new position in Netflix (NFX) through his hedge fund, Pershing Square Capital ...

Dan Loeb just deployed over half a billion dollars into a battered media stock that activist, value, and macro investors almost never agree on, and he was not alone in the quarter.

Netflix's revenue growth is cooling, and the line that actually compounds for shareholders has been running far ahead of it.

Daniel Loeb just made Warner Bros. Discovery his largest new position, exiting Nvidia and Broadcom to fund it. Here is what billionaires see that most analysts are still missing.

Netflix Stock Faces New Insider-Selling Signal as CFO Cashes Out $701,000

Bill Ackman once fled Netflix at a loss, so his decision to buy back in now raises a pointed question: does he see a genuine turnaround forming in a stock that has badly lagged the market, or is he walking into the same trap twice?

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor

Here's what changed.

The latest analyst work on AMC Global Media reflects a higher fair value estimate, moving from US$8.67 to US$9.83 per share as models are refreshed. Street research links this reset to fresh cash from the US$500m Netflix licensing deal and clearer balance sheet visibility, even as longer term industry pressures and softer trends in the core business remain part of the discussion. As you read on, you will see how these shifting inputs shape the evolving narrative around AMC Global Media and...

Netflix currently trades at 20.8x forward earnings, below the premium multiples it has historically commanded.

Bill Ackman just did something few investors expected. He bought Netflix stock again. His hedge fund, Pershing Square Capital Management, disclosed a new Netflix (NFLX) position of 3.15 million shares. The stake now makes up about 4.9% of Pershing Square's portfolio. The purchase is notable ...

On the August 11 episode of Mad Money, host Jim Cramer fielded a question from a caller who noted that Netflix, Inc. (NASDAQ:NFLX) was trading approximately 15% below their original purchase price and asked whether to hold or add to the position. Cramer responded: Okay, but I’ve got strict rules in this. One is that […]

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Investors seem pessimistic about Netflix's future. But is that justified?

Shares of streaming video giant Netflix (NASDAQ: NFLX) jumped 3.3% in the afternoon session after a letter to shareholders showed that high-profile activist firm Pershing Square Capital Management established a substantial new equity stake in the streaming giant.

The famed investor is back four years later. What he's buying looks almost nothing like what he sold.

Bill Ackman’s Pershing Square has reentered Netflix (NasdaqGS:NFLX) with a significant position after previously exiting the stock. The hedge fund’s move reflects renewed confidence in Netflix’s competitive position in streaming. Ackman has said Netflix has effectively won the streaming wars and has pointed to an expectation of double digit revenue growth. Netflix is far from the only company where founder influence and long term vision have shaped the investment story. It can be useful to...

Netflix is betting fewer studios can deliver better engagement

Pershing Square believes Netflix's scale, advertising growth and expanding margins outweigh concerns about engagement and AI-generated content.

Netflix Stock Slips After Two Gaming Studios Close in Major Strategy Shift

Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.

Bill Ackman just made his boldest portfolio move in years, adding Mastercard to his biggest funds at a moment when the stock is quietly losing ground to the broader market. Whether that gap makes it a bargain or a warning sign depends on what you believe about the future of payments.

Netflix shares have had a rough year. Some well-known investors have been buying the dip.

Companies In The Article Are:NFLX,TPR,ARCO and ARX

Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.

Netflix stock is down 39% in a year, while earnings climbed 35%. Here's why that gap looks like an opportunity.

Ackman Bets on Netflix Again After Painful 2022 Exit