Netflix

NFLX

Market cap $511B

Netflix, Inc. (NASDAQ:NFLX) is facing competitive pressures amid heightened industry consolidation, following the Paramount Skydance Corporation (NASDAQ:PSKY) merger and reports suggesting a possible Warner Bros. Discovery, Inc. (NASDAQ:WBD) acquisition bid.

Netflix Inc (NASDAQ:NFLX, ETR:NFC) continues to have Wedbush analysts bullish, with the firm repeating its ‘Outperform' rating and 12-month price target of $1,500 on the streaming giant, citing steady subscriber growth, growing ad revenue, and strong upcoming content. Shares of Netflix are up 35% in the year to date, trading hands at about $1,211 on Wednesday.

Netflix Inc. (NASDAQ: NFLX) is the largest streaming media company in the world, with 300 million subscribers and an annual revenue run rate of almost $50 billion.

Netflix set a high bar for its Q3 earnings, due on October 21. We will be analyzing whether its blockbuster content slate was powerful enough to deliver a beat. The Elon Musk-led "cancel Netflix" campaign recently took social media by storm. We will present data from Google Trends to illustrate why this is likely just a temporary speed bump. While the market fixates on the social media drama, a far greater risk looms: President Trump's proposed 100% movie tariff.

Stellantis (STLA) announces a record $13B U.S. manufacturing investment, expanding production capacity by 50% and introducing five new vehicles. STLA's investment will reopen and upgrade key plants and mitigate $1.74B in tariffs.

Spotify announced Tuesday that it's partnering with Netflix to bring video podcasts to the streaming platform. Spotify said the move is the next step in evolving the company into a multimedia experience.

Oriental Harbor Investment Master Fund sold 30,576 shares of Netflix in the third quarter for an estimated $37.3 million based on average prices during the quarter, according to an SEC filing released on Tuesday.

Netflix said on Tuesday it will add a slate of Spotify's most popular video podcasts to its service from early 2026, part of a new distribution partnership aimed at broadening the streaming giant's entertainment lineup and drawing new audiences.

Spotify is bringing its video podcasts to Netflix starting next year, the company announced on Tuesday. Amid the company's push to further expand its video content selection and boost its ads business, Spotify has announced a partnership with Netflix that will showcase select video podcasts on the popular streaming service.

NFLX trades at 39.39x earnings with strong profitability, but AMZN's 29.43x multiple spans AWS, advertising, and e-commerce, offering diversified upside potential.