Pershing Square believes Netflix's scale, advertising growth and expanding margins outweigh concerns about engagement and AI-generated content.
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Bill Ackman's Pershing Square Holdings has taken a stake in Netflix after having previously exited the streamer in 2022. You, too, should add NFLX stock given its tepid valuation.

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

The stock's valuation isn't all that high given its growth and dominance in the streaming industry.
Pershing Square argues that Netflix's expanding margins, advertising growth and global scale justify another investment after its unsuccessful 2022 position.

The hedge fund also disclosed new positions in Visa, Mastercard, S&P Global, Intercontinental Exchange, and Alcon
With investors already expecting a slowdown, a pair of catalysts could drive positive earnings surprises in the quarters ahead.
With Netflix trading at its cheapest valuation in three years, the streaming stock could pique Warren Buffett's interest.
Where are the budget shifts coming from for video podcasts? Most likely, programs including cable TV news networks, late-night talk shows or even syndication unscripted daytime talk shows.
IMAX, AMC, and Cinemark stocks climbed as blockbuster movies filled theaters, while Netflix stock declined.
Netflix was founded in 1997 as a DVDs-by-mail rental service, and it expanded into online streaming a decade later. Over the years, streaming has changed the way Americans and viewers worldwide watch movies and TV shows, and Netflix has become the largest paid subscription streaming service. Here’s ...
Video podcasting and gaming could be revenue generators for Netflix, but there isn't anything on the immediate horizon to help reverse stock price losses.
It all comes down to one metric worth watching.
Netflix's stock is undervalued relative to its recent history.
For YouTube, the partnership is the latest and greatest attempt to trounce Netflix as both seek to become all-in-one entertainment platforms.
I thought Netflix would crush this earnings season. I am the one who got crushed.
The financials are as strong as ever, but the market's looking for more.
NFLX's mixed Q2 results and narrowed 2026 outlook put streaming exposure ETFs in focus as investors weigh growth and volatility.
Netflix and Roku just reported earnings that could not look more different, and understanding that gap reveals a split-ticket streaming trade worth considering before Roku's next report drops on July 30.
Netflix just filed some intriguing SEC documents. Spoiler alert: It's not another megadeal.
Here is a way to collect a steady income stream from one of the market's biggest names now, which you keep no matter what, while lining up a chance to buy its shares at a serious discount if they ever get cheap enough.
NFLX has shed nearly half its value in a year, sentiment has cratered, and prediction markets give it little chance of holding $70 this week. So why is one analyst reaching for the buy button right now?
Netflix just posted a beat on earnings and its biggest buyback quarter ever, yet the stock cratered anyway. Jim Cramer thinks that disconnect has created a rare opening, but his buy strategy comes with a pointed warning about what comes next.
The entertainment giant's streaming business is finally making money. The market doesn't seem to care yet.
Tesla stock has underperformed in 2026, and markets are now looking forward to CEO Elon Musk's commentary during the upcoming Q2 earnings call.
The company's second-quarter earnings report was the latest letdown in a year-long slide.

