NFLX

Netflix (NASDAQ:NFLX | NFLX Price Prediction) and Comcast (NASDAQ:CMCSA) both reported first quarter results this spring with sharply divergent profiles.

Netflix (NASDAQ: NFLX | NFLX Price Prediction) and Spotify (NYSE: SPOT) both closed the books on Q1 2026, and the reports tell two very different stories about scaled subscription media.

Netflix, Inc. shares have fallen over 40% in 12 months, creating a compelling entry point given robust operating performance. NFLX trades at a 34% discount to its 5-year average EV/EBIT despite 18% YoY EBIT growth and resilient membership economics. Strong operating leverage, low churn, and accelerating ad revenues—projected to double to $3B—support a Strong Buy rating.

Netflix (NASDAQ:NFLX | NFLX Price Prediction) and T-Mobile US (NASDAQ:TMUS) stocks have both been punished over the past year and bounced sharply last week.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Netflix is pushing deeper into the short-form video territory dominated by TikTok and YouTube, striking licensing deals with a slate of major U.S. media publishers to carry bite-sized content on its platform.

Netflix co-founder and longtime CEO Reed Hastings left the board at the beginning of the month. Media outlets reported that the company had put in a bid for Roku and was interested in Lionsgate.

Netflix reports second-quarter results on July 16, with the stock about 42% below its high. Revenue grew 16% last quarter, and the advertising business is on track to double this year.

Netflix, Disney and Alphabet's YouTube are all interested in challenging Fox for the U.S. broadcast rights to the 2030 and 2034 World Cup, according to people familiar with the matter. Media executives are budgeting between $1.5 billion and $2 billion for each tournament, the people said.

iHeartMedia (NASDAQ:IHRT)'s second-quarter results are expected to come in largely in line with company guidance, Bank of America said in a note that highlighted an expanding partnership with Netflix as a bright spot for the audio company. BofA maintained its second-quarter revenue estimate of $965 million, up 3% year-over-year, and kept its adjusted EBITDA forecast at $150 million, roughly matching company guidance.