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Bill Ackman does U-turn on Netflix, makes bold claim

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 …

Jim Cramer Tells Caller to Average Down on Netflix (NFLX)

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: …

Netflix (NFLX) Stock Is Up, What You Need To Know

Netflix (NFLX) Stock Is Up, What You Need To Know What Happened? 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 …

Notable trades: Netflix, Coca-Cola, Pfizer among notable names

Insider transactions were seen across major firms this week, including Netflix (NFLX [https://seekingalpha.com/symbol/NFLX]), Merck (MRK [https://seekingalpha.com/symbol/MRK]), and Pfizer (PFE [https://seekingalpha.com/symbol/PFE]). The following trades took place between August 10 and August 14. * Netflix (NFLX [https://seekingalpha.com/symbol/NFLX]) Chief Financial Officer Spencer Neumann sold 9,248 shares at …

What Does Netflix (NFLX) Gain From Bill Ackman’s Return?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. 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 Rethinks Gaming After Major Setbacks

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) is pulling back further from traditional in-house game development, closing Night School Studio in Los Angeles and Moonloot Games in Helsinki as it concentrates gaming investment around experiences that fit more naturally inside its streaming ecosystem. …

Netflix Stock Slips After 5% Jump After Bill Ackman Returns With New Bet

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX), the global streaming powerhouse, just pulled Bill Ackman (Trades, Portfolio) back in. Four years after selling his previous stake, Ackman's Pershing Square returned with a fresh investment. Netflix shares ripped more than 5% higher Thursday before …

What's Going On With Netflix Stock Friday

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) shares dipped about 1% on Friday after the streaming company closed two internal game studios, narrowing its push into in-house development as it shifts toward games that tie more closely to its core service. The move …

Netflix, Inc.: Konsensus der Analysten und Kursziel | 552484 | US64110L1061

Why Netflix Stock Popped Today

This article first appeared on GuruFocus. Bill Ackman (Trades, Portfolio)'s Pershing Square Capital Management has built a new position in Netflix (NASDAQ:NFLX), returning to the streaming company after a costly exit in 2022, according to a six-month financial report. Warning! GuruFocus has detected 2 …

Netflix Doubles Down on Live Sports With Massive Push

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) is pushing further into live sports Thursday with an exclusive MLB Field of Dreams broadcast, another test of whether marquee sporting events can strengthen subscriber acquisition, engagement and Netflix's fast-growing advertising business without requiring the massive …

Netflix Stock Jumps 3.4% as Ackman Returns With New Stake

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX), the global streaming giant, jumped approximately 3.4% Thursday morning after Bill Ackman (Trades, Portfolio)'s Pershing Square revealed it was back in the stock. Yes, back. Ackman bought Netflix during the brutal 2022 selloff, then dumped the …

Bill Ackman’s Pershing Square Just Bought Netflix and 5 Other Stocks. Here’s What Investors Need to Know.

Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial …

Bill Ackman Invests in Netflix and Visa in a Tough Year for His Pershing Square Funds

The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios. Continue Reading

Billionaire Bill Ackman Thinks Netflix (NFLX) Will Rebound Despite Slowdown Trends. Is He Right?

Bill Ackman of Pershing Square just told his investors he bought Netflix (NASDAQ:NFLX). The stock is down about 35% over the past year and 15% so far this year. Ackman said in his letter to investors that Netflix has already won the streaming wars. …

3 Reasons to Hold Netflix Stock Despite a 20.9% YTD Decline

Netflix NFLX shares have plunged 20.9% year to date, a decline steep enough to test the patience of long-term holders. Shares of Netflix have underperformed the broader Zacks Consumer Discretionary sector's decline of 7.5% Yet a close reading of the company's own second-quarter 2026 …

Ackman adds Netflix, Visa and Mastercard in portfolio revamp

Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years. The billionaire investor said he began purchasing the shares during the second quarter for his investment funds, including Pershing Square …

Where Will Netflix Stock Be in 5 Years?

Key Points Netflix is largely perceived as a streaming platform. The company is slowly making its way into other categories, including immersive experiences, gaming, and advertising. Netflix is currently trying to acquire Warner Bros. in an effort to bolster its content library and diversify …

Netflix (NFLX) Wraps Upfront Ad Sales With Commitments Nearly Doubling

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Netflix (NasdaqGS:NFLX) has completed its 2026-27 TV upfront ad sales, with advertising commitments nearly doubling year over year. The company described this as a …

Netflix Finds New Growth Engine Beyond Subscriptions

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) is showing that advertising is becoming a much bigger part of its growth story, with the streaming giant nearly doubling ad commitments during its 2026 U.S. Upfront. The result reinforces Netflix's push to build a second …

Netflix's Ad Business Is Starting to Scale

This article first appeared on GuruFocus. Netflix Inc. (NFLX, Financials), the streaming giant, is showing more signs that advertising is becoming a meaningful second growth engine. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NFLX fairly valued? Test your thesis with our …

Netflix Is Down 42% From Its High. Here's Why I'm Buying More.

It's been a tough year for Netflix (NASDAQ: NFLX). Shares in what is one of the most popular streaming services are down by over 20% year to date and nearly 42% from their 52-week high. Netflix hit a new 52-week low after its latest …

Is Netflix’s (NFLX) Long-Term Dominance Under Threat?

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Why Is Disney So Much Cheaper Than Netflix? This Is the Only Answer I Can Think Of.

Key Points Netflix earns its premium; Disney sells at a discount. Investors are paying up for Netflix's proven streaming economics, while Disney is still being valued as a complex turnaround story. Profitable streaming is being overshadowed by concerns about linear TV, capital spending, and …

Netflix Inc (NFLX) Aktienanalyse & Prognose

Netflix (NFLX) Stock May Be 26% Undervalued Despite New Franchise Rights

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Netflix stock has had a strong run over the past three years, yet current checks still point to a discount, with both its Discounted Cash …

Netflix's Latest Insider Sale Looks Bigger Than It Is

This article first appeared on GuruFocus. Netflix Inc. (NFLX, Financials), the streaming entertainment company, disclosed a planned insider stock sale as its shares continued to struggle this year. Warning! GuruFocus has detected 8 Warning Sign with KVUE. Is NFLX fairly valued? Test your thesis …

Netflix Inc (NFLX) Gewinnprognose: Zukünftige EPS & Umsatzwachstumsprognosen

Netflix (NFLX) Faces Tougher Streaming Competition, Is The Stock Still 10% Below Fair Value?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. YouTube Premium's plan to bundle Peacock and NBCUniversal sports puts fresh attention on streaming competition. For you as an investor, it raises new questions about how Netflix …

3 Big Reasons to Love Netflix (NFLX)

3 Big Reasons to Love Netflix (NFLX) Over the past six months, Netflix's shares (currently trading at $71.76) have posted a disappointing 10.2% loss, well below the S&P 500's 8.3% gain. This was partly due to its softer quarterly results and may have investors …

Do Netflix’s APAC Brand Deals and Board Changes Hint at a Deeper Shift in Strategy (NFLX)?

In late July 2026, Netflix announced that Anne Sweeney resigned from its Board of Directors and appointed Kumar Kanagasabapathy as Director of Brand Partnerships for Asia Pacific, where he will lead regional brand tie-ups. These leadership moves highlight Netflix's focus on strengthening governance while …

Rivals’ Loss Signals Netflix’s (NFLX) Strong Moat

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its "Fundsmith Equity Fund." A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index …

AMC Networks (AMCX) Shares Skyrocket, What You Need To Know

AMC Networks (AMCX) Shares Skyrocket, What You Need To Know What Happened? Shares of television broadcasting and production company AMC Networks (NASDAQ:AMCX) jumped 17% in the afternoon session after it announced a new distribution deal with YouTube TV and a major content licensing agreement …