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Bill Ackman's Pershing Square took a new stake in Netflix, calling it the dominant streaming platform with strong cash flow, content discipline, and undervalued growth prospects after a 50% pullback …
Netflix stock down 46% from peak, but strong free cash flow ($12.5B), subscriber growth, ad revenue expansion, and aggressive buybacks make it a compelling long-term buy despite recent sell-off.
Netflix shares dropped 8.2% after-hours on weak Q3 guidance, with revenue growth largely driven by price hikes rather than subscriber gains. Concerns over content spending and competition weigh on se…
Netflix reaffirmed 2026 guidance with 13-14% revenue growth, strong subscriber retention, rising ad revenue, and record $4.7B buyback, signaling confidence despite engagement growth moderating.